Dax365FO

The manage processing rules allow us to set some behavior following by the system:

Processing

Behavior during the processing:

• Remove irrelevant invoice: remove zero quantity and amount lines

• Support credit note: Identify whether the document is a credit note or note. In case it’s, the invoice capture will change the amount sign.

Derivation

Derivation of information to apply in our invoice:

• Format purchase order: Check the purchase order number and convert it based on the format present in D365FO;

• Derive currency code for cost invoice: We can derive the currency code from the vendor master data;

Validation

Control if the information inserted are correct:

• Use confidence score: Validation based on the confidence score restituted by the model. A low confidence score requests validation from the user.

• Validate unit of measure: Validate the constituency of the unit of measure between the invoice and the purchase order.

• Validate total sales tax amount: Ensure that the sales tax line present in the invoice is coherent with the total sales tax;

• Validate total amount: Ensure that the total present in the invoice, it’s coherent with the element of the invoice captured (net amount, line, discount and charge);