Automated Vendor invoice process - Setup - Part 1

For this blog video, I will be discussing and reviewing the necessary setup required to configure the automated vendor invoice process. 

You can find the documentation on the Automated vendor invoice process in our docs pages here: 

Automated vendor invoicing processes overview - Finance | Dynamics 365 | Microsoft Docs

I would like to highlight some comments in addition to the video related to 3-way matching: 

you can set the 2-way/3-way matching designation on the company level in AP parameters, and you can override the settings per vendor, per item or per vendor/item combination in the Matching policy form ( Accounts payable > Setup > Invoice matching setup > Matching policy).

Vendor invoice automation’s “Automatically match product receipts to invoice lines” parameter applies only to those PO lines whose matching policy = 3-way matching. When this parameter is enabled, the system will automatically attempt to match posted product receipt quantities to the invoice line, at a user-defined frequency. Two-way or No matching lines are not touched by the vendor invoice automation, meaning that they will be skipped or exempt from the automatic product receipt matching background task.  

Hope this helps clarify any doubts with how 2-way matching is handled within the automated vendor invoice process. 

In the next video session, Part 2, we will be reviewing the actual process of automated vendor invoices.