Integrations

Epicor Kinetic Cloud UAE E-Invoice processing with Azdan

Prepare and review a customer invoice, follow its progress in Azdan, and reconcile the result in Epicor Kinetic Cloud. This guide also covers failed transactions and credit notes.

Epicor Kinetic Cloud · For accountants · Updated 10 November 2026

Your connection is already set up. The route below uses Accounts Receivable. Use your company’s existing approval and release process. Public training examples may show different companies, currencies and tax settings from your UAE company.

Select a screenshot to open it at full resolution.

Start with the invoice already created by your sales or service process. The location of the release action and returned Azdan results depends on your company’s configuration.

1. Open the invoice in the correct company

Check the company and site shown in Kinetic. Search for AR Invoice Entry to work with an unposted invoice. For an invoice that is already posted, use AR Invoice Tracker and search by its number and customer.

In Invoice Entry, select the existing Group for the invoice. Create a new group only when you are entering or generating invoices that have not already been created. Keep the group’s date and accounting period consistent with the billing run.

AR Invoice Entry: select the invoice group and check its accounting date before working with the invoices. Public training source.

Epicor: creating an AR invoice group

2. Review the customer and invoice header

Open the invoice’s detail page. Match the customer, bill-to address and source order or shipment to the approved sale. Check the invoice date, apply date, currency, terms and due date. Review the customer purchase order or other required billing reference.

Confirm the seller company and customer legal name. Check the buyer’s tax registration and electronic address in the records used by your connection.
Where the sale comes from a shipment, use the invoice generated for that shipment. Check partial deliveries and previously billed quantities before generating another invoice.
Use the approved miscellaneous-invoice route only for a sale that is not already being billed through an order, shipment, project or service process.

AR Invoice Entry: review the customer, document dates and invoice details before release. Public training source.

3. Check the lines, tax and original total

Review each invoice line against the order, shipment or service record. Confirm the description, quantity, unit, price and discount. Review any miscellaneous charges and the tax details, then reconcile the full invoice total to the approved amount.

Where your invoice type supports it, use Print Invoice in draft mode for an internal review. A draft copy helps you check the presentation and totals; it is not evidence that the invoice was posted or sent through Azdan.

Print Invoice with Draft Copy selected. The green outline is part of Epicor’s training example. Review the draft before completing your posting process. Public training source.

Epicor: printing an AR invoice in draft mode

4. Approve, post and release the invoice

Complete the required finance review. Use the group edit list or your company’s review report to check the invoices included in the group. Confirm that unrelated or unfinished invoices are not included in the posting run.

An authorized user posts the group through the available Group > Post action. Read the posting result and resolve any errors before continuing. Reopen the posted record in AR Invoice Tracker and record the final invoice number, including the legal number where your company uses one.

Use the configured e-invoice release or allow the scheduled connection to pick up the invoice. Do not use a draft print, an email or the posted flag as confirmation of electronic delivery.

5. Let the connection prepare the e-invoice

After your company’s approved posting and release step, your existing connection prepares the electronic document from Epicor Kinetic Cloud. You continue to work with the original invoice. Do not enter the same sale again in Azdan.

The connection translates the accounting record into the format used for electronic exchange. It carries the invoice details into the appropriate fields; it should not change the agreed sale, tax treatment or document total.

Information in Epicor Kinetic Cloud	What to match in Azdan
Invoice number, legal number where used, invoice date and due date	The final invoice number, issue date and due date. Use the issued number rather than a draft reference.
Company, bill-to customer, legal address and delivery identifiers	The correct seller and buyer, legal names, addresses and electronic delivery identifiers.
Invoice lines, discounts, miscellaneous charges and tax details	Descriptions, quantities, units, prices, discounts and the taxable amounts.
Document currency, tax amount and original invoice total	The invoice currency, tax breakdown and original document total.
Order references and payment terms	The customer purchase order, other required references and agreed payment information.

Azdan validates the document before delivery. If a required value is missing or the figures do not reconcile, use the validation message to identify what needs correcting. A PDF is a readable copy; the connection also sends structured invoice data.

6. Find the invoice in Azdan

Open Invoicing > Transactions > Outbound in the Azdan portal. Search using the Epicor Kinetic Cloud issued invoice number, with the company and customer. Open the matching transaction.

Azdan Transactions: use Outbound, Search and Filters to find a sent invoice. This reference account has no outbound transactions.

Confirm the selling company and buyer before comparing amounts. The same number may appear in more than one company or document series.
Match the invoice date, currency, VAT and document total. Compare the original invoice amount, rather than the remaining customer balance after payments or credits.
Keep the Azdan transaction reference with the invoice so colleagues can find the same record.

If you cannot find it, clear restrictive filters and check that the Epicor Kinetic Cloud invoice completed its required approval and release. If it remains missing after your normal processing interval, give the administrator the company, invoice number and release time. Keep the original invoice; creating a second one can duplicate the sale.

7. Review delivery, the receiver response and FTA reporting

Open the transaction details and read each outcome separately. A successful result in one stage does not close an issue in another stage.

Azdan reference illustration: validation, delivery, the receiver response and FTA reporting are separate results.

Result	What to check
Validation	Passed means Azdan’s document checks passed. For a failure, read the field, rule or amount identified in the message.
Delivery (AS4)	Delivered confirms delivery to the receiving provider. It does not confirm buyer approval or payment.
Receiver response (MLS)	Read the response and any reason supplied. Technical acceptance is separate from commercial approval of the invoice.
FTA Reporting (TDD)	Review the reporting result and available response details. Reported means tax data was sent; that label alone does not establish FTA acceptance.

The results may arrive at different times. Retain the available invoice, response and reporting records under your company’s filing process. Record any outstanding result and who will follow it up.

Read the Azdan transaction-status guide

8. Resolve an exception without duplicating the invoice

In Azdan Transactions, open Filters, choose Failed or rejected, set the date range and apply the filter. Review In progress separately. Open an affected transaction and read its message before taking action.

Azdan reference illustration of the exception filter, with Failed or rejected selected.

Incorrect customer or invoice information: Compare the named field with Epicor Kinetic Cloud. Updating a customer master does not necessarily change an invoice already issued or prepared for sending.
Failure before delivery: Have the accounting owner approve the correction, check whether any attempt already reached the receiving provider, then use your configured correction and retry process.
Still in progress: Allow scheduled processing and automatic retries to complete. Avoid repeated submissions. Escalate a stalled transaction with its invoice number, Azdan reference, exact message and time.
Receiver or FTA rejection: Assign the message to the responsible colleague and follow the required correction route. A delivered invoice can still have an unresolved receiver or reporting result.

Do not delete, cancel or recreate a posted Epicor Kinetic Cloud invoice simply to refresh an e-invoicing result. If the original accounting document must change, the finance owner should decide whether a credit note or another approved correction is required.

9. Issue a credit memo when the sale needs correcting

Start with the original posted invoice and check any earlier credits. In AR Invoice Entry, use the approved credit-memo process for your transaction. For a goods return, follow the return-material process so stock and credit quantities remain consistent.

Confirm the same customer and company. Keep the original invoice number in the reference used by your e-invoice connection.
Enter the approved credit reason and the quantities or amounts being credited. Check the related tax reduction and the credit currency.
Review the credit with the finance owner, then post it through the normal group process. Record the new credit memo number.
Check whether the credit has been applied to the intended invoice. An on-account credit and an applied credit affect the customer account differently.

The invoice actions menu includes New Credit Memo. Select the appropriate credit process for the original sale. Public training source.

Release the approved credit through your existing Epicor Kinetic Cloud connection. Find its own number in Azdan, check the original invoice reference and credited amounts, then repeat the checks in steps 6–8. Keep the invoice and credit note together. Applying a credit to the customer balance or issuing a refund is a separate accounting task.

10. Return to the original Epicor Kinetic Cloud invoice

Open AR Invoice Tracker in the same company and find the original invoice. Compare the original document amount with Azdan, then review payments and credits to explain the remaining balance.

Match the company, buyer, invoice number, currency, VAT and original total to the Azdan transaction.
Open the integration result fields, linked record, note or attachment used by your company. Check the Azdan reference, latest outcomes and last update time.
If the returned information is missing or older than Azdan, ask the administrator to investigate the return update. Keep the transaction reference and latest portal result available.
Check any related credit note under its own number. Review payment, allocation and refund records separately from electronic delivery.

Finish the review when the accounting record and Azdan transaction match, the amounts agree, the returned results have been checked and every unresolved issue has an owner.

Your company’s existing configuration determines the release action and where Azdan results appear.

Related guides

Azdan UAE E-Invoice documentation