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Send approval request after matching invoice with PO

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Posted on by Robin9700

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Hi all,

We are using automatic document matching to match invoice amounts with purchase order-amounts while registering the document in Continia Document Capture.
While registering AND after an invoicenumber is created (i.e. after registering the document), the system clearly shows it has been matched against a PO.

Is there any way to automatically send an approval request for the invoice, but only IF it has been matched?

Thanks!

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Dynamics 365 Business Central

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YUN ZHU 75,883 Super User 2024 Season 2 on at

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Send approval request after matching invoice with PO

Hi, this may require some simple customization. Automatically sent approval request when matched.

The following is the standard code, I hope it can give you some reference.

Thanks.

ZHU
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Mohana Yadav 60,054 Super User 2024 Season 2 on at

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Send approval request after matching invoice with PO

I am not an expert on that solution but is there any field on the purchase header that indicates it is matched?

if yes, we can add that field to the workflow condition.

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