d365fo_download_debit_credit_note
Download debit or credit note reports as PDF files from Dynamics 365 Finance & Operations. Retrieve customer invoice adjustment documents by specifying invoice ID and legal entity.
Instructions
Download a debit/credit note report as PDF from D365 Finance & Operations.
This is a convenience tool specifically configured for debit and credit notes using the CustDebitCreditNoteController. These are adjustment documents for customer invoices.
To find available documents to download, query the Customer Invoice Journal entity:
Entity name: CustInvoiceJourBiEntity
Collection name: CustInvoiceJourBiEntities
Key fields: InvoiceId, InvoiceDate, InvoiceAccount, InvoiceAmount, SalesType, dataAreaId
Use d365fo_query_entities tool to search for invoices
Example query to find invoices: d365fo_query_entities( entityName="CustInvoiceJourBiEntities", filter="InvoiceDate ge 2024-01-01", select=["InvoiceId", "InvoiceDate", "InvoiceAccount", "InvoiceAmount", "SalesType"] )
Args: invoice_id: The debit/credit note invoice ID (e.g., 'DN-000123', 'CN-000456') legal_entity: The legal entity/company code (e.g., 'USMF', 'DEMF') save_path: Full path where PDF should be saved (optional, auto-generates if not provided) profile: Configuration profile name (default: 'default')
Returns: Dictionary with download result including saved file path
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| invoice_id | Yes | ||
| legal_entity | Yes | ||
| save_path | No | ||
| profile | No | default |