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Invoice capture – Architectural perspective
This article will focus on the invoice capture solution from a functional standpoint. The objective is to understand the solution responsibilities of the invoice capture, the implementation elements to consider, and the effort and give a first operative guide about how to configure and work with this solution. That will support the architect and stream… Read more
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Invoice Capture – Overview configuration
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; Name Description Owner Reference System preference Set the system preference: the… Read more
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Invoice Capture – Manage configuration group
In this configuration, we can choose the review condition and invoice capture header and line field that we will see during the process. Review condition After the reading, the Invoice capture gives a score at each field about estimating the correct reading. The review condition is the maximum score that each file can have to… Read more
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Invoice capture – Enable parameters for invoice capture in D365FO
Go to: Accounts payable> Setup> Invoice capture. In D365FO we have to enable some invoice capture parameters. That’s regarding: Synced legal entity We decide here, which legal entity is on the perimeters of the integration. For each legal entity we can decide: Transfer attachment We select here if we want to transfer the file as… Read more
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Invoice capture – Manage processing rules
The manage processing rules allow us to set some behavior following by the system: Processing Behavior during the processing: Derivation Derivation of information to apply in our invoice: Validation Control if the information inserted are correct: Read more
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Invoice Capture – Configuration mapping rules
In this configuration we map the value between the Invoice captured and D365FO. The values that we can map are: Elements can have several mapping conditions. During the decode, if at least one condition is satisfied, the system will do the mapping. In other words, It’s not requested that all conditions mapped satisfy the return… Read more
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