Dynamics 365 Finance
Category
Aug 1, 2024
Published date
Text
Article Type
AI Summary
- The article presents the invoice capture solution for reading vendor invoices in D365FO semi-automatically to support users in processing a higher number of invoices more easily.
- The article details the process of managing received files, including statuses like "Waiting," "Processing," "Captured," "Cancelled," "Rejected," and "Time-out," and options like filtering, refreshing, retrying, voiding, and deleting invoices.
- The captured invoice section explains the statuses "In progress," "Captured," "In review," "Verified," "Transferred," and "Voided," and the form structure including overview, messages, invoice header, invoice lines, charges, and sales tax.
- The article outlines the invoice capture options, such as classifying the invoice, starting a review, and transferring the invoice to D365FO, with detailed steps and considerations.
- The dashboard section highlights the dashboard functionalities for monitoring the invoice capture process, including filters for different time periods and information on captured invoices, exceptions, and pending invoices.
- Additional information is provided on attachments, mapping rules, matching based on purchase orders, charge codes, sales tax, and offset main accounts in vendor invoice journals.
- The article emphasizes the importance of proper classification, review, and transfer processes in invoice capture to ensure accuracy and efficiency in processing invoices.
- Suggestions are made for managing free text invoices and driving cost main accounts based on items or procurement categories identified by the invoice capture solution.
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