After pushing an Invoice via OData call to D365FO, it is getting created in "Pending" state. I can find this invoice under Account Payable > Invoices > Pending Vendor Invoices
I need to automate the posting of this pending vendor invoice using Process Automation.
Could you please guide me through the configuration required to do so?
Currently, I have done following setups -
1. System Administration < Setup < Process Automation < Background Process
"Vendor Invoice Batch Posting" is enabled
2. Accounts Payable < Setup < Accounts Payable Parameters < Invoice < Invoice workflow
3. Accounts Payable < Setup < Accounts Payable Workflows
Enabled "Vendor Invoice workflow"
The invoices are still in "Pending Vendor Invoice". Is there any other configuration that I might be possibly missing? How can I check the history incase of any possible failures?
Also, I do not want my invoice to be matched and coded. It needs to bypass this step.
Regards,
Shailaja
1. I have enabled only this flag in Accounts payable parameters < vendor invoice automation : "Automatically submit imported invoices to workflow" : Yes
2. I initialized the process automation
3. Below is the screenshot of my batch jobs. How can enable the second one?
Can you please check if batch is running and batch server is setup.
Yes, I did. and Also activated it.
Hi,
Did you setup the WF in designer?
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