[How to] Automation of Sales Invoice Posting in Dynamics 365 F&O

Dear Microsoft BizApps Community,

Welcome to my next blog on Automation of posting of sales Invoices.

In this blog we shall have a look, how Dynamics 365 can automatically post the sales invoices by a small setup.

Business Scenario

Transactions are coming from external system as free text invoices, or users are creating manual sales invoices

Mainly in bulk invoices which are coming from integration touch points, this is important to auto post those integrated invoices by system.

Risk involved if the requirement not met

If the data volume is huge such as more than 50 invoices daily, user will spend a lot of time to post these invoices manually

Benefit

Automation of posting Free text invoices will save a lot of time and ease the process rather than posting manually

Configurations

For this example, I shall showcase the Free text invoice piece

Navigate to Accounts receivable module ->> Invoices-> >Batch Invoicing->> Select Invoice for Sales Order Invoices or Free text Invoices

Select the parameter tab and make posting to “Yes” and make sure you select other toggle as per your customer requirement such a way you use for manual posting

Once done, navigate to the "Records to Include" tab and filter, if you want to use some pre select criteria to auto post invoices

Once everything is done, navigate to the “Run in the background” tab- >>make batch processing to “Yes”

Select the recurrence option and make the job recurrence,

Once done, click ok, a notification will pop up in the action center to update you the batch is created

You can see the batch is running in System admin module in batch job

That's it, from now, each Free Text Invoices will be auto posted once created or approved if you have workflow setup.

This is it for this blog, stay tuned for more blog like this, thanks for supporting