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

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Posted on by JasonG221

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.

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Charlotte X on at

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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

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