Integration error handling
Blocked dimension, closed period, missing posting group: the Business Central error appears in Stream with the reason, is assigned to an owner, fixed in Stream and retried.
Microsoft Dynamics 365
AP, expense and procurement automation designed around Business Central.
Stream creates purchase invoices in Business Central from captured, coded and approved invoices; keeps vendors, dimensions and posting groups in sync; attaches the source documents; writes back approval status; and surfaces posting errors where AP can fix them. Skalable implements Business Central, so the integration honors the way your companies are configured.
AP, Expense and ProcurementMaster-data validationVisible error resolution
What synchronizes
How Stream and D365 Business Central exchange data
Master data flows in so every invoice, expense and purchase order is validated before it posts. Approved transactions flow out with attachments, approval status and posting results.
Inbound from D365 Business Central
- Companies
- Each Business Central company becomes a Stream entity with its own currency, mailboxes and approval rules.
- Vendors
- Vendor cards, payment terms, posting groups and tax details, synchronized on a schedule.
- Global and shortcut dimensions
- Dimension values and allowed combinations, so Stream coding is validated before posting.
- Chart of accounts and posting groups
- G/L accounts Stream predicts against, with blocked accounts excluded.
- Purchase orders and receipts
- Open purchase orders, lines and posted receipts for matching and receipt-status visibility.
- Accounting periods
- Period status prevents postings into closed periods.
Outbound to D365 Business Central
- Purchase invoice creation
- Approved invoices become purchase invoices with header and line detail, G/L or item lines, and dimension values.
- Attachments
- The invoice PDF and supporting documents attach to the purchase invoice record.
- Approval status
- Approval steps, approvers, comments and timestamps are written to the record for audit.
- Posting
- Post automatically on final approval or leave as unposted for review, configured per company.
- Posted invoice and vendor ledger
- Posted document numbers, vendor ledger entries and payment status flow back to Stream.
Capabilities
What the D365 Business Central integration handles
Sync direction, frequency and posting policy are agreed during discovery and can differ by entity.
Financial dimension synchronization
Two-way awareness of dimension changes so new departments or projects are available in Stream within the sync window.
PO and non-PO invoices
Match PO invoices to Business Central purchase orders and receipts; code non-PO invoices to G/L accounts and dimensions.
Multi-company
Run several Business Central companies from one Stream instance with company-specific rules.
Expense posting
Approved expense reports post as purchase invoices or journals with category mapping.
Cloud and on-premises
Supports Business Central online through standard APIs; on-premises deployments are scoped during discovery.
Error handling
When the ERP says no, AP fixes it in Stream
Every posting attempt is logged. A rejected posting shows the ERP's own message, is assigned to an owner, corrected in Stream and retried. Nothing is re-keyed in the ERP and the trail is preserved.
Integration retries and visible resolution
- Automatic retries for transient conditions such as a period that has just closed
- Business errors (blocked dimension, missing vendor, invalid combination) assigned to a named owner
- Fix in Stream, retry, and see the ERP document number come back
- Integration status on every invoice and on the dashboard
Implementation
Implementing Stream with D365 Business Central
Discovery confirms records, fields, direction of sync, validation, posting policy and exception ownership before configuration begins. The 45-day go-live guarantee applies to a scoped implementation.
1Discover records
2Map fields & dimensions
3Define controls
4Build & secure
5Validate scenarios
6Go live & monitor
Questions
D365 Business Central integration FAQs
Does Stream create purchase invoices or journals?
Purchase invoices by default, with header and lines. Journal-based posting can be configured where your process requires it.
How are dimensions handled?
Global and shortcut dimensions synchronize into Stream, are predicted during coding, validated as combinations and written to each line.
What happens if Business Central rejects a posting?
The error is visible in Stream with the message from Business Central, assigned to an owner, corrected in Stream and retried. No re-keying.
Next step
Evaluate Stream with D365 Business Central
Bring your entity structure, dimension model, PO mix and posting policy. We will walk through the integration design and show it on a representative invoice.