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 365), it is a good idea to check some of the data to ensure that things have worked reliably. 

Invoices

To verify invoices in Dynamics 365, navigate to Sales > Sales Invoices:

Expenses

With Transfer as Bill Enabled

To verify expenses in Dynamics 365, navigate to Purchasing > Purchase Invoices:

 

With Transfer as Bill Disabled

To verify expenses not created as an AP Invoice in Dynamics 365, search for "Purchase Journals" under tasks. 


Inventory

To verify inventory in Dynamics 365, navigate to Sales > Items:


Inventory Adjustments & Transfers

To verify inventory adjustments and transfers in Dynamics 365, navigate to Sales > Item.  Then under Process, select "Item Journal"

Credit Memos

To verify credit memos in Dynamics 365, navigate to Sales >Sales Credit Memos:


 

 

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