PunchOut , External catalog in D365FO

https://youtu.be/it3YDqoNAyQ

PunchOut, External catalog

Pre-requisite:  Get the cXML setup from the eCommerce shopping vendors. They will register You on their system, which allows You to connect their system. They will provide ID and PW which enables us to connect their system.

In this video, we will see PunchOut (External Catalog) functionality in D365FO. This enables us to connect with eCommerce shopping sites like Amazon, Grainger, Staples etc. Below is the video link.

https://youtu.be/it3YDqoNAyQ

Below is the cXML file format:

<?xml version="1.0" encoding="utf-8"?>

<cXML payloadID="" timestamp="" version="1.2.008" xml:lang="en-US">

  <Header>

    <From>

      <Credential domain="DUNS">

        <Identity>ID</Identity>

      </Credential>

    </From>

    <To>

      <Credential domain="DUNS">

        <Identity></Identity>

      </Credential>

    </To>

    <Sender>

      <Credential domain="NetworkID">

        <Identity>id</Identity>

        <SharedSecret>password</SharedSecret>

      </Credential>

      <UserAgent>agent</UserAgent>

    </Sender>

  </Header>

  <Request deploymentMode="test">

    <PunchOutSetupRequest operation="create">

      

      <BuyerCookie />

<Extrinsic name="UniqueUsername">Akokney</Extrinsic>

<Extrinsic name="UserEmail">Akokney@email.com</Extrinsic>

     <BrowserFormPost>

<URL>https://axurl.cloudax.dynamics.com/?mi=catExternalCatalogBasketWizard</URL>

</BrowserFormPost>

<SupplierSetup>

        <URL>https://staples.com/StaplescXML/receive11</URL>

      </SupplierSetup>

    </PunchOutSetupRequest>

  </Request>

</cXML>

Error: A currency to convert from is required to retrieve exchange rate information.

 Error: A currency to convert from is required to retrieve exchange rate information in D365 FO when try to create a new Pending vendor invoice

Followed the steps suggested in some blogs, solutions such as Review the Currency Exchange rate, Delete some junk data, Review General ledger setup, etc. could not solve the error.

Finally, tried deleting Cache usage data in D365FO and it has worked like a charm.

Try the below steps:

1. Settings --> User options --> Usage data

2. Delete All the Usage data. I pre-assume there is a specific class for this error but I am not aware so I deleted all Usage data

How to Default from= Ordered quantity in pending vendor invoice microsoft dynamics D365FO, Finance and operations

 I noticed, sometimes we are not able to default the value which we want in AP Pending vendor invoice screen, and neither we get a dialogue box.

Cause: It is due to cache data stored in D365FO application.

Solution: Delete the cache data in the application. Follow the steps below:

Delete Cache

1.       Login to 365FO application, Click Settingsà User options

2. Click Usage data

3. 

3. Select All usage data

4. 

4. Search for Element name = PurchFormLetter_Invoice , in Record type= Class

5.     Select the below line and Delete

Create Invoice

1.Create  Pending vendor invoice. Navigate to Accounts payable Invoices Pending vendor invoices

2. Click New

3. Select the Purchase order which needs to be invoiced and enter Invoice number, Invoice description, Invoice date

4. From the “Default from” drop-down, select “Ordered quantity” and click Ok

5. Notice that Order lines has been pulled in the pending vendor invoice screen

6.Click Post button in the header to trigger to record the data in Cache.

7. You will notice a pop-up box prompting for the default value

8. You may checkmark “Do not tell me again” and Click No if you wish to default to “Ordered Quantity” and do not want the dialogue box again.

9. Or you may click just No and proceed with the transaction. The dialogue box would appear again, until you select “Do not tell me again”