web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Where can I find guide...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Where can I find guides for setting up workflow for A/P invoicing and P.O. approval invoice posting?

(0) ShareShare
ReportReport
Posted on by JasonG221 5

We are using D365 and I am wanting to setup a workflow so invoices can be posted as received then accepted into the system after the P.O. has been received. Is this possible? Would also appreciate some guidance on where to find a more complete explanation of A/P processes that can be automated and set up. 

I have the same question (0)
  • Suggested answer
    Charlotte X Profile Picture
    Charlotte X Microsoft Employee on at

    Hi Jason，

           We find that the key steps to set up workflow for A/P and P.O. approval invoice posting are as follows: 

            To set up a workflow, go to Accounts payable > Setup > Accounts payable workflows > new. 

            To ensure that the invoice can be processed automatically, you should include an automated posting task in your workflow configuration. 

    • Automatically apply prepayment for imported invoices –this option is set to Yes. 
    • Block follow-up automation process in case of prepayment application failure –this option is set to Yes. 

          Invoices that are related to purchase orders (POs), and invoices that contain a non-PO procurement category and non-stocked lines, can automatically be submitted to the workflow system. 

           For more details on setting up workflow for A/P invoicing and P.O. approval invoice posting, please see the following links:

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

    Setup options for vendor invoice automation (Preview) - Finance | Dynamics 365 | Microsoft Learn

     

     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the January Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 583 Super User 2026 Season 1

#2
Giorgio Bonacorsi Profile Picture

Giorgio Bonacorsi 378

#3
Diego Mancassola Profile Picture

Diego Mancassola 255

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans