How can I check that my transactions got through to Dynamics 365?

Validating a Batch

Although the integration program itself performs a number of validations (such as checking to make sure that an account specified on a transaction is an account in Dynamics NAV), it is a good idea to check some of the data to ensure that things have worked reliably. 

Invoices

To verify invoices in Dynamics NAV, navigate to Home > Sales Invoices:

  

Expenses

With Transfer as Bill Enabled

To verify expenses in Dynamics NAV, navigate to Home > Sales Credit Memos > Purchase Invoices:

 

With Transfer as Bill Disabled

To verify expenses not created as an AP Invoice in Dynamics NAV, navigate to Departments > Order Processing > Tasks:


Inventory

To verify inventory in Dynamics NAV, navigate to Home > Sales Credit Memos > Items:



Inventory Adjustments & Transfers

To verify inventory adjustments and transfers in Dynamics NAV, navigate to Home > Sales Credit Memos > Item Journals:

Credit Memos

To verify credit memos in Dynamics NAV, navigate to Home >Sales Credit Memos:


 

 

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