Dax365FO

Making the invisible visible

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Invoice Capture – Overview configuration

1–2 minutes
Summary: Articles List

The configuration should be implemented from both technical and functional perspectives. In our case, we will focus on the functional configuration to run the feature. Here is an overview of all our configurations:

For more information about them, we can read the list below;

NameDescriptionOwnerReference
System preferenceSet the system preference: the AI model to use, the channel, file,Technical teamN.A
Manage channelChannels from where we receive the invoiceTechnical teamN.A
Manage file filterFile formatTechnical teamN.A
Manage configuration groupChoose the Invoice capture header and line field that we can see when we proceed with the invoice capture processFunctional team link
Manage processing rulesThe behavior to adopt in the invoice capture to individuate the purchase number, the currency and the validation rolesFunctional teamlink
Manage mapping rulesWe map the decode of the values present in the invoice captured and D365FO. These values are: Vendor, Items, Procurement categories and Legal entity.Functional teamlink
Enable parameters in D365FOIn D365FO we indicate the legal entity object of the integration, the attachment policies and which registration for invoice type (pending invoice or invoice journal)Functional teamlink
Manage legal entityLegal entity present in D365FO in the invoice capture perimeter. Syncornize automaticalyFunctional teamN.A
Manage vendorVendor master data present in D365FO. Syncornize automaticalyFunctional teamN.A

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