Guide
Markdown exportValidate Microsoft Dynamics invoice exports
Run exported XML through validation, use rule-level findings to update ER mappings, and convert PDF-only cases when needed.
Export expectations
Validate Dynamics invoice exports, electronic reporting configurations, and field mappings before customer rollout.
Validate the Electronic Reporting XML produced for the legal entity and customer setup; Data Management exports and printable PDFs are useful diagnostics but not the compliance artifact.
Export signals to inspect
Microsoft’s Germany docs cover customer e-invoices, vendor XRechnung import based on UBL, and optional PDF attachment behavior. Treat ER configuration version, legal entity localization, and attachment setting as part of the validation input.
Validation checklist
- Capture the ER configuration name/version with each sample; validator failures often map to old ER format versions, not invoice data.
- Validate the generated XML for buyer reference, VAT category breakdown, payment means, and tax exemption reason before enabling automatic sending.
- If PDF attachment is enabled, verify it is an attachment to a valid structured invoice, not the only invoice artifact.
Export triage table
| Symptom | Likely field or rule | Export-side fix |
|---|---|---|
| Generated XML is structurally valid but rejected for XRechnung version/profile mismatch. | ER format configuration | Update/import the required ER configuration for the German xRechnung format before changing invoice fields. |
| Invoice posted, but the team cannot find the XML artifact to validate. | Electronic reporting jobs / Show files | Download the generated file from Electronic reporting jobs > Show files and validate that artifact. |
Common validation failures
Configuration versions can lag mandate changes, leaving buyer reference, payment means, tax subtotals, or PDF/A-3 packaging incomplete.
Validation workflow after export
Run exported XML through validation, use rule-level findings to update ER mappings, and convert PDF-only cases when needed.