Invoice Capture - Video 1 - Introduction

In this introduction video, we're setting the stage for an incredible journey into the world of D365 Invoice Capture. Get ready to delve into real life AP examples. This upcoming sequence of videos will showcase all the areas of Invoice Capture that an AP user would want to know.
1. Introduction
2. Invoice with PO - Exact Match
3. Invoice with NO PO but PO was issued
4. Invoice with NO PO - Utility Invoice
5. Invoice with PO - lines do not match receipt
6. Invoice with PO - Not received in D365 yet
7. Invoice with PO - Vendor does not itemize lines (Supplies)
8. Invoice with PO - Vendor name on Invoice & Vendor name on PO do not match
9. Invoice with PO - PO # is missing numbers or alpha numeric
10. Invoice with PO - Project Management & Accounting
11. Invoice arrives with NO PO - Vendor is not setup in D365
12. Vendor sends 1 file with Multiple Invoices
13. Invoice arrives but vendor is on hold(ALL holds)

Пікірлер: 7

  • @evilchaperone
    @evilchaperone4 ай бұрын

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

  • @JJJG111
    @JJJG1116 ай бұрын

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

  • @TiNmyJ
    @TiNmyJ2 ай бұрын

    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

  • @DAFTD365
    @DAFTD3654 ай бұрын

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

  • @golfnutt1969
    @golfnutt19694 ай бұрын

    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

    4 ай бұрын

    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

    4 ай бұрын

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