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Vendor invoice automation dynamics 365 for Legal

hello everyone in today's video we will cover  one functional topic which is uh relevant with   vendor invoice and normally uh there can be  a process which is available in dts 5 which   will allow you to post vendor invoices in  batch so there are certain configurational   parameters and there are there is a certain  setup which also need to be done before a vendor   invoice is posted in batch and that will basically  facilitate when you have so many invoices in bulk   and you need it to be posted in you know off peak  time or in automated fashion instead of posting   manually so i will just introduce you to a few of  the parameters which are available before you can   do the batch posting of the invoices so first of  all you need to go to system administration module   and there in the setup menu group you need to go  to the initialize process automation or process   automations basically you need to first check  in process automation if i will just show you then you can go to the background processes  which are available here and you can note down   here that vendor invoice batch posting process  which is a background process is enabled here   for all the companies and it is enabled and  repeats every minutes repeat interval is there and   there is certain other parameters like when  is the next execution and the repeat interval   is also given so this need to be enabled if it  is not enabled what you have to do is you need   to go and initialize process automations  it will take a while and it will basically   set up this vendor invoice batch posting  which is necessary for posting the vendor   invoice in batch so after this then you also  need to check in accounts payable parameters   that is that is available if you can collapse  and you can go to the setup and then accounts   payable parameters and then invites tab you need  to check here invoice workflow at the bottom   number of invoices per batch allowed are  five invoices per batch and then there   is a setting about hours before posting is  rescheduled so if some of the invoices is   has not been run in the previous batch so  the next time it will be run after 12 hours   that is almost a midday and then there is a  frequency of background processing that is defined   in minutes the interval is defined one minute so  you can make change if it is the necessary like 5   minutes or 15 minutes whatever settings suit you  your company or your business scenario so you can   do that so these are uh the extra setting which  need to be done and then there are certain   workflow which need to be enabled so that is one  of at least one workflow which need to be enabled   is vendor invoice workflow and the other one is  for the approval hierarchy and this vendor invoice   workflow is basically having uh having a task i  will just show you uh that will basically have the   task of auto posting of the invoice so let it open  so there there is only a single node which will   basically perform an automatic task of posting  the vendor invoice that need to be enabled so   on the left hand side you can see automated  tasks here post the vendor invites using a   batch that need to be dropped here and a start  node should connect to the this uh automatic   type post the vendor device and then it should end  and additionally if you want you can also change   the name or if there are certain notification  that need to be enabled when it is basically   executed or cancelled that can be enabled so that  that is based upon your specific requirements   so this workflow also need to be enabled in order  to post the vendor invoice automatically the other   workflow is the normal invoice hierarchy workflow  let me also show you that one that depends upon   your business scenario if you want to enable that  it is up to your requirements so basically once   that workflow is approved it means vendor invoice  is approved then automatically vendor invoice   workflow will take it and it will post it so the  type is vendor process invoice of the automated   posting of the vendor invoice so this one is  for approval and i will just show you the inner   node here it it is having only a single node  and this is having an assignment to a user   and that is sarah so i will  just assign it to my admin user go to level one just notes of version activate the  new version okay so now we'll do one posting of uh   vendor invoice so for that i need  to go to the all purchase order form so i will just pick up any of the purchase order  and i will basically confirm uh because that is   necessary before posting a vendor invoice and  before that you can also post a product receipt   it is up to you or as per your requirements so  i will just also post a product receipt i will   give a number to this product receive auto invoice  give any number because this is just a testing and   i'll show you the lines there are two lines so  once the prior receipt is posted then i will go   to the invoice posting form and i will submit the  vendor invoice in the workflow for the approval   once it is approved then it will go to the pending  vendor invoice and then from there the back job or   the background process will take it on so also  you need to ensure that the batch process should   be running so here is batch management service  which need to be running for this to be successful i mean the vendor invoice posting ok so now the  the purchase order is showing the received status   and i will go to the invoice and i  will just open the vendor invoice form   and first of all i will perform the matching   status to be passed so i will first of all i  will give the invites a number so based upon the   whatever the purchase order is okay i will give a  number and then there is a posting date or invoice   date so invoice date is basically a document date  from the vendor whenever the vendor is submitting   an invoice so that with document will have  an invoice that you need to put that here   and posting date is as per your financials  whenever you need to record that expense or   inventory so that is the date and then  due date is for the payment purpose so   once i have filled it and i also can check  the totals i will update the match status   that is now showing pass here i can show you  the totals here total is this one okay and then there is a workflow for the  invoice approval i will just submit it so the vendor is some the vendor invoice is  submitted for the approval meanwhile if i   want to check it so i can go to the accounts  payable and pending when vendor invoices page   where the invoice will be shown and it is  showing also invoice date in last match   status and also the product received number   so from here you can also post it but we are  expecting that our workflow would post it and   meanwhile we can see the history of the workflow  also you need to ensure one more thing is that   your bad job should be running for the workflow if  those are not running you need to run the bad job so in the inquiries of system  administration you can go to bad jobs   and from there you can just filter  it down with the name of workflow   and you can see here all the jobs are shown in  waiting just hold on until the job is run and then   we can see basically the main job is workflow  message processing so i think that has   done something so we can go to pen pending vendor  invoices and we can see our workflow history so it   is showing automatic task it started pause the  vendor invoice and here you can see basically   when i submitted it please approve and it has gone  and then there is post vendor invoice using batch   and as per its schedule it will so it is  showing that the invoice posted successfully   in this number of batch so it means  this job has been uh completed and the   invoice has been posted so you can refresh and  it will go from pending vendor vendor invites   and you can also go to all purchased order and  check the purchase order which from which we have   posted this invoice so this one is our purchase  order and from here you can see the journal is   available which is now posted also there is one  more thing which you can note down and that is   you can go to the system administration and go  to the setup and go to process automation where   our background process was and here you can go to  render invoice batch posting and then you can go   to view most recent results and here you can see  our uh results for example this one was our job   which basically posted the this invoice  number successfully so it is also shown in   our execution resource so that's it for now i  think this would be helpful for a few of the   folks which are working in accounts department  or finance department and they are facing uh   bulk posting of vendor invoice they can make use  of this process and if you have any question just   let me know thank you very much guys take care  and stay tuned to my channel for the 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