hi Jolie. Can you provide the link of the video of this Dan where he explains the setup to have the workspace embed as you mentions in the beginning of the video? Thanks a lot for the videos, very helpful.
Yes, there is a parameter under AP, automatically apply prepayments. Then when the final invoice comes in, the system recognizes if there is a prepayment on the purchase order, then the prepayment is applied automatically.
Hi Jolie, thank you for the series! I know there can be sooo many scenarious so I need to test it myself too. Though I have 3 questions if I may. 1) If the invoice from my vendor covers multi purchase orders, the OCR is able to capture the PO numbers and use it right? So the PO's will be matched in D365. 2) If my vendor does not enter the PO number (but should have), I can setup the system so the invoice will be imported to D365, and the accountant will connect the PO manually, right? 3) If we have like 500 templates from different vendors, I need to upload them to the AI builder and teach the model to recognize it, correct? Thank you!!
Hello, thank you for your questions and comments. I hope my answers come over in the manner I intend them to come over - to be helpful. 1. I'm not sure I understand why a vendor would send 1 invoice with multiple PO's on the same invoice. I do believe the system would only be able to identify one PO per invoice. I would not expect anything different in this case. 2. Yes, I have created a video for this specific case - Video #3 3. I don't believe I understand templates? The way Microsoft designed this solution. You can import 100 invoices right out of the gate. Initially, an AP user would address any errors such as Legal entity, vendor ID, currency code but AI remembers so the next time an invoice comes in from that vendor, the system remembers so not manual intervention is needed. Or you could create mapping rules around some of your most common invoices that would help the initial creation of invoices. AI will continue to learn your AP invoices from your vendors. MS has done an amazing job at the AI part of this solution.
hi Jolie. Can you provide the link of the video of this Dan where he explains the setup to have the workspace embed as you mentions in the beginning of the video? Thanks a lot for the videos, very helpful.
www.danscorner.info/2023/05/using-full-page-apps-in-dynamics-365.html?m=1
thank you for this walkthrough, do you know if OCR can support 'Prepayment invoice' against a PO?
Yes, there is a parameter under AP, automatically apply prepayments. Then when the final invoice comes in, the system recognizes if there is a prepayment on the purchase order, then the prepayment is applied automatically.
Hi Jolie, thank you for the series! I know there can be sooo many scenarious so I need to test it myself too. Though I have 3 questions if I may.
1) If the invoice from my vendor covers multi purchase orders, the OCR is able to capture the PO numbers and use it right? So the PO's will be matched in D365.
2) If my vendor does not enter the PO number (but should have), I can setup the system so the invoice will be imported to D365, and the accountant will connect the PO manually, right?
3) If we have like 500 templates from different vendors, I need to upload them to the AI builder and teach the model to recognize it, correct?
Thank you!!
Hello, thank you for your questions and comments. I hope my answers come over in the manner I intend them to come over - to be helpful. 1. I'm not sure I understand why a vendor would send 1 invoice with multiple PO's on the same invoice. I do believe the system would only be able to identify one PO per invoice. I would not expect anything different in this case.
2. Yes, I have created a video for this specific case - Video #3
3. I don't believe I understand templates? The way Microsoft designed this solution. You can import 100 invoices right out of the gate. Initially, an AP user would address any errors such as Legal entity, vendor ID, currency code but AI remembers so the next time an invoice comes in from that vendor, the system remembers so not manual intervention is needed. Or you could create mapping rules around some of your most common invoices that would help the initial creation of invoices. AI will continue to learn your AP invoices from your vendors. MS has done an amazing job at the AI part of this solution.