Under system administration>Setup>Initialize Process Automations - tab to background processes. There is an automatic batch job setup that will match product receipts - called "Match vendor invoice lines with product receipts". You can change the interval on that batch job but minimum is once an hour.
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Where can I enable the automatic match? between invoice and product receipt? Thanks
Under system administration>Setup>Initialize Process Automations - tab to background processes. There is an automatic batch job setup that will match product receipts - called "Match vendor invoice lines with product receipts". You can change the interval on that batch job but minimum is once an hour.
Jolie, is there a way to invoice multiple Pos with one received invoiced.
Yes select PO on the line level. If PO is not on the line you will need to add in configuration.
Hey, great content. How do you add invoice capture, received file sections in the invoice automation workspace?
I learned this from Dan Edwards. He creates really good D365 videos. He is with Crowe who I just have to share has done an amazing job in their contributions in the Asset Leasing module. Enjoy!
www.danscorner.info/2023/05/using-full-page-apps-in-dynamics-365.html?m=1
Hi!, thank you so much for this useful information :)... Do you know how can I add View History button on pending vendor invoices?
Yes, make sure in AP parameters - under vendor invoice automation - that you have the "automatically" settings checked to yes.