1.Detect record reprocess button click
Integrate Zapier Tables and spreadsheet tools to capture the selected invoice row and extract key invoice fields.
Create sandbox invoice record and post to ERP sandbox
Automatically monitor reprocess button clicks on invoice records across Zapier Tables. Create and update when the reprocess is triggered, the sandbox instance is matched, or the ERP sandbox POST succeedsβso you can submit invoices and log traceable audit rows without manual audit logs.
How this automation posts invoices to your ERP sandbox
When a reprocess record button is clicked, invoice data can get stuck between source and test systems. This automation extracts invoice fields, posts the mapped payload to Microsoft Dynamics365 Business Central sandbox, and logs an audit rowβso your team can reprocess with traceability.
Zapier Tablesor swap with your favorite app
2.Look up matched ERP sandbox instance
Integrate Zapier Tables and data lookup tools to find the configured company or instance by source identifier.
3.Format invoice dates for ERP payload
Integrate Formatter by Zapier and data formatting tools to convert the invoice date into ERP-ready date formats.
Formatter by Zapieror swap with your favorite app
4.Post invoice payload to sandbox ERP
Integrate Microsoft Dynamics365 Business Central and ERP tools to map invoice fields and post the payload to the sandbox endpoint.
Microsoft Dynamics365 Business Centralor swap with your favorite app
5.Create sandbox audit log record
Integrate Zapier Tables and audit logging tools to create a submission log row with status, instance match, and timestamp.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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