When importing sales invoices or purchase orders you will need to specify what type of invoice it will be. The expected values vary slightly based on if you are using NAV of 365 Financials.

In NAV you will map to the field “Type” and enter one of the following values:

• _blank_
• Charge_Item
• Fixed_Asset
• G_L_Account
• Item
• Resource

In Dynamics 365 you will map to the field “FilteredTypeField” these values will be entered exactly as they are shown in Financials (i.e. G/L Account or Item).

If nothing is mapped to this field, it may get defaulted incorrectly.

• If it defaults to Item and should be an account you will get an error, saying “You must select an existing item“
• If it defaults to comment and should be an Item you will get an error, saying “The Standard Text does not exist“

It’s best to set this field manually instead of hoping for the default value to be correct!