Handling Errors in Business Central

Once data processing is complete all invoices should be generated and assigned the status "Doc Created." The AppXite Invoicing Solution will automatically assign a unique number to each invoice based on the numeration settings configured during the organization's setup.

If you encounter an invoice with the status "Error," please follow the steps outlined below.

1. Open Business Central portal.

2. Click on the Search icon and type Sales & Receivables Setup.

SearchIcon.png

3. Click Process then click AppXite Billing Headers.

 

Process.png

 

4. Go to AppXite Errors in the Sales & Receivables Setup. 

AppXite_Errors.jpg

5. Check the Comment column to understand why the invoice was not processed.

17.png

The most common issues:

  • InvoicesDate. It means that the invoice date is not in the current month. In order to change the date, mark the relevant Invoice -> press Edit List -> change InvoicesDate to the current month.
  • On-Boarding Status. It is possible that the customer or resource has not been onboarded. In this case, go to Search -> Customers/Resources -> Choose the appropriate customer/resource -> Turn off the On-Boarding Required There could also be other empty fields, such as VAT Setup and Payment Terms Code. Fill in all mandatory fields.
  • The total in Sales Header does not equal the total of all sales lines. One of the possible issues could be rounding. Please escalate this to AppXite Support.

Once al Errors are resolved, press Process Documents again.

Was this article helpful?

0 out of 1 found this helpful

Add comment

Please sign in to leave a comment.