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On a PO invoice usually the only reference you have is a PO number, and you do not have any detailed information which is currently needed with import of PO vendor invoice lines. This results in that you have to provide the most pertinent information with data provided from operations in order to import the invoice using Vendor Invoice Automation.


 


There should be support for wholesale defaulting of PO lines to invoice lines or product receipt, in this way there could be minimal invoice information and you do not need to access Operations data in order to do the import of the invoice.


 


In addition there should also be a function where you can create a purchase order from the imported pending invoice, and also a form for vendor invoice lines that failed to import (similar to existing 'Vendor invoices that failed to import')


 


Ref:


https://docs.microsoft.com/en-us/dynamics365/unified-operations/financials/accounts-payable/vendor-invoice-automation

STATUS DETAILS
Planned
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. 

Sincerely,

Shivam Pandey

Senior Program Manager

Microsoft 

Comments

G

Vendor Invoice Automation with PO is a welcome enhancement and there is a lot of customer demand to streamline this process.


3 way matching needs all information accessible in one place and there should be some form of auto-matching (think bank reconciliation).

Category: Accounts Payable