Invoice Capture -Invoice Processing Custom Build is not in sync with Configuration group

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Posted on by LJ-29042038-0

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Is there a checklist to follow for setting AI Builder model and Configuration group.

I followed the below youtube link, https://www.youtube.com/watch?v=QmM_bg7zXEg

In Invoice Capture App \ Manage System\System Preference, I have set AI model and Configuration group.

AI model has 4 fields - InvoiceID, Invoice date, vendor name, total amount

I clicked on Document Processing and made sure of 4 model fields are mapped and deleted non required model fields.

I have uploaded PDF invoices. Clicked Classify Invoice and assigned legal entity, vendor and Invoice type (Click Save & Close). System automatically run derive & check but no fields are getting displayed.

An error is thrown about payment terms but I didn't map Payment Terms. I removed the model field tied to CostInvoice Configuration Group fields.

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Dynamics 365 Finance

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JR-23081205-0 2 on at

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Use "Auto-clear invalid lookup value" parameter in the System preference to solve the payment terms issue.

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