Auto process purchase order invoice end to end [No manual intervention] using Vendor invoice automation in Microsoft dynamics 365 finance and operations

After my previous blog ( Import invoices )where we were able to import lines using PO and product receipt reference, now in this blog I will show how we can process that invoice through workflow automatically and post with any manual intervention.

Note: This process can be used when we assume that PO price and product receipt quantity is correct and same, we are invoicing. Still, we are missing OCR feature in out of the box where we create lines based on actual invoice document

Now let’s understand this with scenario: Assume we have imported invoice header and we want to post the invoice automatically to workflow, match receipt and once it is approved, we want system to post automatically.

Step-1: Configure workflow as per business requirement

Step-2: Configure invoice automation parameters

Step-3: Configure process automation and batch jobs

Step-4: Import invoice

Step-5: View imported invoice

Step-6: View posted invoice once batch jobs completed using automation

Now we can see invoice has been processed without any manual intervention, hope this will be useful for you.

Thank you!!! Keep reading and sharing!!!