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- Existing functionality is that a Vendor can upload a Purchase order Invoice via their workspace. If there is a Vendor invoice workflow configured Vendor will submit Invoice to Workflow.
- Under non-collaboration workspace scenarios the Vendor invoice workflow can be configured to auto post if the Matching process passes.
- However, if the Invoice is created in the Collaboration Workspace and submitted to workflow, the standard functionality does not behave in the same way and the matching fails and the AP Clerk must manually match and post the invoice.
- This was reported as bug but Microsoft state that the behaviour is by design. The rationale behind this design is that “it allows the Vendor the possibility of adjusting invoices even after their initial creation”.
- What is required by Dynamics customers is the introduction of a parameter or indicator that allows Vendors to specify whether the invoice is complete when they upload the invoice in the Collaboration Workspace. If this parameter is set to YES this signifies the Vendor has confirmed the Invoice is correct and the system will then automatically initiates the submission for the automatic matching process.
STATUS DETAILS
New