Dynamics 365 Finance
Category
Sep 27, 2024
Published date
Text
Article Type
AI Summary
- The Solution D365FO is an advanced tool that automatically generates vendor payment proposals, requiring precise data input for optimal performance.
- To activate the feature, users need to go to System administration> Workspaces> Feature management and activate the "Vendor payment proposal automation" feature.
- Users can configure the automatic payment proposal process by going to Accounts payable> Setup> Payment setup> Process automations and following the specified steps.
- The process automation setup includes creating a schedule, defining payment proposal criteria, and managing the schedule for inquiries and editing.
- Criteria for the payment proposal setup include selecting a payment journal, setting invoice selection criteria, defining payment date criteria, setting amount limits, and more.
- Users can manage the schedule by going to Accounts payable> Payment setup> Process automations, where they can view, edit, or disable schedules and view occurrence details.
- Precise configuration and clean vendor master data are essential to avoid errors in the automated payment proposal process.
- The automatic process in D365FO aims to create a vendor payment journal and perform payment proposals efficiently and accurately.
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