LAST Article
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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: Legal entity to consider on the perimeter of the invoice capture. Vendor master data synchronization Attachment policies Invoice type polices Synced legal entity We decide here, which legal entity is on the perimeters of the integration.… 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: 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… 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: legal entity vendor account Items Expense (procurement category) 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… Read more
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Start Power Apps and D365FO integration journey
Summary This article presents an overview of the integration between D365FO and Power Apps. When handling company requirements that differ from the standard, one alternative is implementing a Power Apps solution. However, throughout Power Apps implementation, we usually face two issues: 1) it’s not so simple to understand the pros and cons of implementing this… Read more
