VANGELDER SOLUTIONS E-Invoice Platform · Help Nederlands Product

docs.vangeldersolutions.be/e-invoice-platform/choose-invoice-or-order

Receive Documents as Invoices or as Purchase Orders

An incoming supplier document can become a purchase invoice, or be received against an existing purchase order. Business Central reads the vendor's Receive E-Document To setting to decide. Because every new vendor starts on Purchase Order whether anybody chose it or not, this app proposes what the document itself suggests and lets you decide per document, then separately whether that becomes the supplier's default.

Read the proposal first

On the Incoming Supplier Recognition page, three columns carry the decision:

  • Proposal — what the document itself suggests.
  • Why This Proposal — the reasoning, in plain sentences.
  • Chosen — what was actually decided. Blank means nobody has decided yet.

The proposal reads the purchase order reference on the document (BT-13). A document that names no purchase order can only sensibly become an invoice — that is the ordinary shape of a subscription or a utility bill. Where it does name one, the reasoning tells you whether a matching open order exists:

The document refers to order number, which is open for this vendor, so Business Central can link to it instead of creating anything.

Or, when it does not match:

The document refers to order number, but no open purchase order of this vendor has that number. Receiving into an order would leave the document waiting in a background run, or pop a picker that invents a new order if you cancel it.

Business Central only keeps the first 20 characters of an order reference, so a longer supplier reference is looked up truncated. The reasoning says so when it applies.

Accept the proposal

  1. Select the row.
  2. Choose Accept Proposal.
  3. Answer separately whether that should become the supplier's default.

Keeping those two questions apart is the point: a one-off stays a one-off. Answer no and the choice applies to this document only, leaving the vendor card as it was.

To decide against the proposal, choose Choose Invoice or Order... instead and pick.

Decide for several at once

Select the rows and choose Accept Proposals (Selected). Before anything changes you see what will happen and what will be skipped, with the reason. Skips include rows with no proposal, rows with no vendor, credit memos, and rows that disagree:

n skipped: these rows disagree about what. Two documents from one supplier cannot be set to different types in one go, because the second choice would silently overwrite the first.

A credit memo is never a choice

A credit memo always becomes a purchase credit memo, whatever the supplier is set to. Business Central checks the document type before it reads the setting, so there is nothing to decide. The Credit Memo column marks these, and choosing on them is refused with an explanation.

Which import process is running

The Import Process column matters, because the two behave differently:

  • Version 1.0 reads Receive E-Document To on the vendor, so the choice is honoured.
  • Version 2.0 always builds a purchase invoice draft and never reads the supplier setting. On that path you can only set the default for other services.

You are told when this applies:

This document arrived on a service using import process Version 2.0, which always produces a purchase invoice draft and never reads the supplier setting. Only the default for other services can be set.

Was the default actually chosen, or just inherited?

Business Central gives every new vendor Purchase Order, so that value tells you nothing on its own. The vendor card carries Receive To Confirmed to close that gap: it is set only when a person picked the value against a real incoming document. An unconfirmed Purchase Order means nobody decided.

A document that was already imported

Re-running the import on a processed document does nothing and disconnects the e-document from the purchase document it created, so it is deliberately not attempted:

This document has already been imported, so the choice was not applied to it. Re-running the import on a processed document does nothing at all and disconnects the e-document from the purchase document it created, so it is deliberately not attempted. To redo this one: delete the purchase document — Business Central then asks whether to bring the e-document back to draft, and it can be imported again.