Automated vendor invoice creation from D365 F&O

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Posted on by RJ-14081220-0

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Hello

Do we have any standard out of the box functionality (process automation) where vendor invoices can be created automatically based on posted GRNs.

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Dynamics 365 Finance

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CA Neeraj Kumar 1,421 on at

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Automated vendor invoice creation from D365 F&O

Hi,

In the standard D365, there is no option to automatically creates Vendor Invoices from posted GRN details. If you want to use the Invoice Capture functionality, it provides lot of automation including Automatic creation of pending vendor invoices from the scanned Vendor Invoice document, then auto-matic submission to workflow (if needed), and automatic posting of Vendor Invoices (if workflow is setup this way).

If you are okay with Invoice capture functionality then we can help further to understand in detail.

https://learn.microsoft.com/en-us/dynamics365/finance/accounts-payable/invoice-capture-overview

https://learn.microsoft.com/en-us/dynamics365/finance/accounts-payable/auto-vendr-invc-process

The automation processes can be used to perform these tasks:

Automatically apply prepayments to vendor invoices

Match product receipts to pending vendor invoice lines.

Automatically submit imported invoices to the workflow system.

Simulate posting before a vendor invoice is posted.

Quickly and efficiently view workflow and automation history.

View and analyze the results of automating vendor invoice processing.

Resume automated processing for multiple invoices.

If this helped, please mark it as "Verified" for others facing the same issue Keep in mind that it is possible to mark more than one answer as verified

Regards,

Neeraj Kumar

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