The Target system configuration dialog: Dynamics 365 for Finance and Operations settings

Use these settings to configure the Dynamics 365 for Finance and Operations integration.

To access this dialog: Select a Services node in the administration tree-view on the partner level or customer level, select Target system, select Dynamics 365 for Finance and Operations and click Configuration.

The settings that appear here vary, depending on the current account level. Use these settings to configure ReadSoft Online for use with Dynamics 365 for Finance and Operations:

Output image format Determines the format of the output invoices.
  • TIF - A black and white TIF image.
  • PDF - If the original PDF is color, the output PDF is also color. Original text layers are preserved. If the original PDF does not contain text layers, ReadSoft Online adds text layers from the interpreted data.
  • PDF (black and white) - A black and white PDF. Original text layers are discarded and recreated using ReadSoft Online's own interpretation results, however, text layers are not created if the document exceeds 100 pages.

    Choose this setting for the smallest file size.

    When ReadSoft Online receives XML invoices, it creates invoice images that may contain color; however, the file size is still small.

  • No image - Invoice images are not sent to the target system. Only invoice data is sent.

If you change the output format, the change only applies to invoices that you upload after the change was made. Invoices that are already in the system at the time of the change are not affected.

CONNECTION
System URL The URL of the Dynamics 365 tenant. For example, https://mycompany.cloudax.dynamics.com.
AD tenant The Directory Tenant ID that is specified on the application registration page in Azure AD. Optionally, you can use the active directory domain name.
Client application ID The Application Client ID that is specified on the application registration page in Azure AD.
Client secret The client secret Value that you create when registering ReadSoft Online in Azure AD.
EXPORT
Recurring data job ID The ID of the recurring data job you create in Dynamics 365.
Default procurement category Optional. The name of the fallback category to use for non-PO based invoices if not specified on the invoice.
Custom field mapping The custom field pattern (data template) you use to map ReadSoft Online data to Dynamics 365 header fields (vendor invoice header entities).
Custom line-item field mapping The custom field pattern (data template) you use to map ReadSoft Online data to Dynamics 365 line-item fields (vendor invoice line entities).
MASTER DATA IMPORT
Procurement category hierarchy The name of the procurement category that you want to import.

To locate the name of the procurement category in Dynamics 365:

  1. Use the search button in Dynamics 365 to locate the "Procurement Categories" page.

  2. The text to the right of "Procurement categories:" is the name of the procurement category. In the example image below, you would copy the text highlighted in yellow, "Procurement - Office Supplies".

    Procurement Categories

    Make sure the Code setting has a value in Dynamics 365. The Code setting is also located in the General settings of the procurement categories in Dynamics 365. This is required to import the master data.

Tax registration number source

Specifies the Dynamics 365 field you want to import as master data for the tax registration number.

  • Registration number (default)

  • Tax exempt number

  • Foreign vendor tax registration ID

If you have network restrictions on IP addresses, ReadSoft Online uses these IP addresses to connect to Dynamics 356 for Finance and Operations:

Europe
  • 40.112.91.53
  • 40.112.94.248
  • 40.112.94.169
  • 40.112.92.166
  • 191.235.217.28
  • 191.235.220.16
  • 191.235.220.26
  • 191.235.209.127
US
  • 23.101.181.124
  • 23.101.185.142
  • 23.101.181.66
  • 23.101.185.75
Australia
  • 104.210.88.111
  • 104.210.93.195
  • 104.210.92.223
  • 104.210.88.61