Product: Dynamics 365 Business Central
Article Link: http://help.truecommerce.com/en/articles/11479202-dynamics-365-business-central-importing-an-invoice
You have the ability to Import Sales Invoices (Posted or Non-Posted) from Dynamics 365 Business Central into Transaction Manager to generate an outbound Invoice (810) to be sent to your Trading Partner.
Importing the Invoice
To import your Sales Invoice into Transaction Manager you will need to enter the Outbox from within the Transaction screen so that the the Import button will appear. After selecting the Import action you can then perform a search against your Dynamics 365 Business Central invoices, select the ones that you wish to proceed bringing into Transaction Manager, and performing the import.
Starting the Import
Start the Invoice first by initiating the Transaction Search Screen by selecting Import from the Outbox.
Navigate: Transactions → Outbox
Select: Import
Searching for Invoices
With the Transaction Search open, set the desired filters to help narrow down the desired set of Sales Invoices you wish to bring in. Typically at a basic level the easiest process is to set the Transaction Type, Document Number, and Transaction Status to avoid searching against all Business Central transactions which can be slow
Transaction Type: Posted Invoice or Invoice
Document Number (Optional): Set this to Contains, then enter your Invoice #
Transaction Status (Optional): All Txns (All Transactions) if previously imported into TM
Select: Run Search
Selection & Import
After the search has completed you will be presented with a list of Dynamics 365 Business Central invoices to select and import generating the EDI Invoice (810) transactions.
Check: Desired Invoices
Select: Import
You can easily select all transactions by selecting the Checkbox Icon at the very top on the Columns Section
Successful Imports
All your successfully imported Invoices will now appear within the Outbox inside Transaction Manager ready to be reviewed and sent to your Trading Partner.
Viewing Outbound Invoices
Navigate: Transactions → Outbox
Integration Activity
Within the Integration Activity you will find a log entry showing which Invoices have been imported or failed by looking at any Type set to Invoice and reviewing the Document # column.
Navigate: System Activity → Integration Activity
rev 5/29/2025