Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Vendor Invoice Automat...
Finance | Project Operations, Human Resources, ...
Suggested answer

Vendor Invoice Automation - Match Product Receipts Automatically

(0) ShareShare
ReportReport
Posted on by Danny P 10

Hello and thanks for all this community does!  I am working on a project that involves a pretty robust vendor invoice workflow.  As part of this workflow, there is a step to see if 3-way matching was successful.  Essentially, if no, it requires approval, if yes, it posts.  With the new vendor invoice automation tool, we'd like to incorporate the 'match product receipts automatically' to this workflow.  Oftentimes, vendors submit invoices prior to receipts being recorded, so we'd like this automatic receipt matching to occur while an invoice is in workflow, but are currently unable to do so.  when the invoice is simply pending, and yet to be submitted, the automatic receipt matching is working accurately, but when it's been submitted to workflow, it does not register.  Has anyone had any luck with a similar scenario?

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Vendor Invoice Automation - Match Product Receipts Automatically

    Hello Danny P,

    You mentioned that vendors submit invoices prior to receipts being posted.

    If this is the case, you cannot do a 3-way match because the product receipt is missing, right?

    Do you want D365FO to post the product receipt automatically and then execute the 3-way match?

    Would be great if you could elaborate on what you expect from D365FO exactly.

    Many thanks,

    Ludwig

  • Suggested answer
    SouravDam Profile Picture
    SouravDam 11,723 on at
    RE: Vendor Invoice Automation - Match Product Receipts Automatically

    Hi Danny P,

    Enabling 3 way matching will work on invoices and once it is matched, you will be able to submit in workflow.

    So if system is already working in this way, then what is the need to validate such activity through workflow again?

    Appreciate if you kindly elaborate on business process to have such requirement.

    Else, in vendor invoice workflow, you can try with the following.

    pastedimage1621079650774v1.png

    Regards,
    Sourav

  • BK-11101549-0 Profile Picture
    BK-11101549-0 on at
    RE: Vendor Invoice Automation - Match Product Receipts Automatically

    Hello,

    Have you found a solution for this issue yet?  If not, you may want to look into opening up a support incident to investigate further.

    Thanks.

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

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,703 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,433 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans