Configuring ReadSoft Online for use with Dynamics 365 for Finance and Operations

Before you can use Dynamics 365 for Finance and Operations with ReadSoft Online, you must configure these settings in ReadSoft Online:

  • Target system

  • Buyers

  • Extraction fields

Make sure you have registered ReadSoft Online in Azure AD and Dynamics 365 before following the procedures below.

Target system settings

Adjust the target system settings in ReadSoft Online.

  1. In Admin Center, navigate to the Target system view and click EDIT.
  2. Select Dynamics 365 for Finance and Operations and click Configuration.
  3. Specify the settings in the view that appears.

    Note that several settings require information from the previous procedure, Configuring Dynamics 365 for Finance and Operations.

  4. Click TEST to test the connection settings.

    Make corrections if necessary.

  5. Click OK to confirm your settings and return to the Target system view.
  6. Click SAVE.

Buyers

Add one buyer in ReadSoft Online for each company in Dynamics 365. When you add a buyer, set the ID of the buyer to a corresponding company ID in Dynamics 365, such as "USMF" or "DAT".

Field setup

  1. Add a custom line-item field named "Procurement category" and set the Type name to "LIT_ProcurementCategory".
    • For PO document types, select Accept empty value to make this field optional.
    • For non-PO document types, if you use the Default procurement category setting, select Accept empty value. Otherwise, deselect Accept empty value to make this field required.
  2. For PO document types, make sure these fields are enabled in the document type view:
    • InvoiceCurrency
    • InvoiceCredit
    • InvoiceDate
    • InvoiceDueDate
    • InvoiceNumber
    • InvoiceOrderNumber
    • InvoiceTotalVatExcludedAmount
    • InvoiceTotalVATAmount
    • InvoiceTotalVatIncludedAmount
    • LIT_RowIdentifier
    • LIT_ArticleIdentifier
    • LIT_ArticleName
    • LIT_DeliveredQuantity
    • LIT_UnitPriceAmount
    • LIT_VatExcludedAmount
    • LIT_ProcurementCategory
  3. For non-PO document types, make sure these fields are enabled in the document type view:
    • InvoiceCurrency
    • InvoiceCredit
    • InvoiceDate
    • InvoiceDueDate
    • InvoiceNumber
    • InvoiceTotalVatExcludedAmount
    • InvoiceTotalVATAmount
    • InvoiceTotalVatIncludedAmount

    If you also want to capture line items on non-PO invoices, you can optionally add these fields:

    • LIT_ProcurementCategory
    • LIT_ArticleName
    • LIT_DeliveredQuantity
    • LIT_UnitPriceAmount
    • LIT_VatExcludedAmount
  4. If you want to specify a sales tax group before sending the invoice to Dynamics 365 for Finance and Operations, you can add custom fields on header and/or line-item level.
    • For the header tax, optionally add one custom header field named "Sales tax group", with the Type name set to SalesTaxGroup, and connect this field to "TaxGroup" master data.
    • For the line-item tax, optionally add two custom line-item fields:
      • A line-item field named "Sales tax group" with the Type name set to LIT_SalesTaxGroup, and connect this field to "TaxGroup" master data.
      • A line-item field named "Item sales tax group" with the Type name set to LIT_ItemSalesTaxGroup, and connect this field to "ItemTaxGroup" master data.

    If you want any of the fields above to be optional, select the Accept empty value setting.

    If you have already completed the rest of the customer setup, you are ready to begin processing invoices using the integration for Dynamics 365 for Finance and Operations.