Invoice Capture - Video 1 - Introduction

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  • Опубліковано 18 січ 2025

КОМЕНТАРІ • 9

  • @evilchaperone
    @evilchaperone 10 місяців тому

    Thanks you. Looking forward to reviewing this series. We are converting to D365 now and automated ap is definitely high on the list.

  • @JJJG111
    @JJJG111 Рік тому

    Thank you for the amazing content! I learnt a lot from your videos!

  • @mk-qp9ow9db1x
    @mk-qp9ow9db1x Місяць тому

    How were you able to embed the invoice capture fast tabs for Captured Invoices and Received Files?

    • @DAFTD365
      @DAFTD365  Місяць тому

      Yes, this was something I learned from Dan's Corner (Blog). www.danscorner.info/2023/05/using-full-page-apps-in-dynamics-365.html

  • @golfnutt1969
    @golfnutt1969 10 місяців тому

    Great video. I plan to watch this entire series, as the documentation for the Invoice Capture isn't much. At 11:39 in your video, you show 4 Process Automation background processes but I don't have those. Are these something installed while setting up Invoice Capture? I'm not sure why I don't see these.

    • @DAFTD365
      @DAFTD365  10 місяців тому

      Hi Jeff, Thank you for watching! What version environment are you in? That could be the trigger. I have access to an environment that does not have any parameters setup for invoice capture and the 4 process automations steps are still available.

    • @golfnutt1969
      @golfnutt1969 10 місяців тому

      @@DAFTD365 10.0.38. Getting ready to upgrade to 10.0.40 this year.

  • @DAFTD365
    @DAFTD365  10 місяців тому

    I disabled the invoice capture feature and the processes were still there. I assume you are an ADMIN.

  • @TiNmyJ
    @TiNmyJ 8 місяців тому

    Hi. Amazing serie. I was testing this thanks to your videos. When I Transfer an Invoice using the Header Only or PO Invoice Type I get the error message "The vendor invoice was generated with an error.Trading partner record for vendor "VendorNo" does not exists". When I use the Cost Invoice it's Ok. I believe we have to use the Vendor Invoice Journal to post but for some reason doesn't work like you have show. TIA