Hi Jolie- These are great videos. I've been trying to follow along but my Purchase Order field doesn't allow me to input a PO like you did in yours. Instead it says 'Select' and when I do it can't find any POs in my environment. Have you seen this before/know where I went wrong? Thanks
Hi Kayla, yes I see this often. Make sure the items are identified on the line first. What you will see is that the system recognizes which PO's the item you have on the line has available.
Hi Jolie, thank you for the videos they have been a great help. In the video where you assigned the invoice with errors to yourself where would the user this in D365 and how would they be notified?
Hi Stu, thank you for the question. With the Power automate features, we could test using the trigger from invoice capture to route to users in Teams, Outlook etc.
Hi Jolie, can you please tell me how did you embed invoice capture in d365?
Hi Jolie- These are great videos. I've been trying to follow along but my Purchase Order field doesn't allow me to input a PO like you did in yours. Instead it says 'Select' and when I do it can't find any POs in my environment. Have you seen this before/know where I went wrong? Thanks
Hi Kayla, yes I see this often. Make sure the items are identified on the line first. What you will see is that the system recognizes which PO's the item you have on the line has available.
Hi Jolie, thank you for the videos they have been a great help. In the video where you assigned the invoice with errors to yourself where would the user this in D365 and how would they be notified?
Hi Stu, thank you for the question. With the Power automate features, we could test using the trigger from invoice capture to route to users in Teams, Outlook etc.