Release for production: Saturday, June 14th, 2025
This update is designed to work with the Dooap's Dynamics package 1.2.32 for D365. While updating D365/AX2012 is not required, some of the new features or fixes do require the installation of the new package. Features that need the new package are marked with an *.
It is important to note that the Dooap D365 update package 1.2.32 is required for those upgrading to Dynamics update version 10.0.44.
New Features
- The posting date can now be automatically set based on the information provided in structured invoice data (XML).
- The invoice image is automatically saved as the "default attachment" in D365 when document transfer is enabled.*
- Improved AX import capabilities for payment information have been implemented, along with enhancements to the updates of payment data sourced from D365.*
- The cash discount date and amount for purchase order invoices in Dooap are now transferred to D365.*
- Note! Cash discount amount is changed in Dooap by changing the cash discount code, amount field is not editable.
- Note! When purchase order does not have cash discount and it is added to invoice , D365 gives error that cash discount needs to be added to purchase order. This is D365 standard functionality.
- Contracts are automatically matched when an invoice is imported into Dooap.
- The project line property for manually created procurement lines in purchase order invoices is now automatically filled in.
- Unit and price unit are now sent from Dooap to D365*
- The vendor name is now prioritized and used before the address in the vendor recognition process.
- Word “Enter” is now capitalized in comments section.
- Support for zero-priced items has been added. For example, if an order is originally priced at 10 USD but the vendor chooses to waive the charge, the price can now be modified to zero within Dooap.*
Fixes
- Search fixes:
- The process of archiving invoices using the action button does not result in an error anymore.
- When a coding line is copied, the selection is automatically cleared from the invoice that has been closed, preventing accidental deletion of coding lines from the transferred invoice.
- The invoice type from the XML feature will not assign types that have not been defined within the company's settings.
- Original distribution amount for credit notes is now calculated correctly
- The issue related to quantity rounding during unit conversions has been resolved.*
- Incorrect attachment paths for recurring invoices that were posted successfully have been resolved.*
- The combination of incorrect sales tax groups and item sales tax groups no longer results in unexpected errors; instead, the system now highlights these validation issues for easier resolution.
- The transfer to the payment page now functions smoothly without generating unexpected errors when interacting with the errors or warnings icon.
- Changing vendor or company removes purchase order matching from the invoice, if new vendor or company has default invoice type non-PO
- When PO contains line discount and Misc. charges, invoices go to pending in D365.
- When PO invoice contains regular tax lines and use tax, invoice is posted with errors.
- Change entity framework (CEF) which updates data from D365 is not bringing all tax codes. Regular AX Import should be used for Sales tax entities.
- Accounting distributions for procurement category invoices with overdelivery are incorrect.
PowerBI
- The date filter for invoices that include coding lines has been adjusted to align with the date filter applied to all invoices.
- All invoices - report is fixed to show also invoices which have been copied from archive.