Transform Your Workflow with Vendor Invoice Automation Dynamics 365 for Support

Vendor invoice automation dynamics 365 for Support

the second way is dealing with invoice register and approval I'm gonna go to the invoice register and I create a brand new one invoice register demo I go to the lines unlike the previous journal you don't even have a vendor type or journal type you must use the vendor so if I pick and choose the vendor of my choice like happens to be the guide tool and I tab over again invoice date we discussed it you have a capability to specify the invoice number pay attention if I use the same invoice number as they used before it's going to cause trouble and intentionally do that for you to see and this time I'm going to put 50 and there is no offset account whatsoever you could link it to a purchase order but you don't have to is not part of our discussion this moment but pay attention if I validate this it's going to cause a couple of issues first of all this is a registration somebody answer not approve it therefore you have to have the approved by a specific employee that's the first error that you have to fix that proof by requires you to have an employee or contractor or both one of the things that you need to consider somebody else who has a different skills in your team should go to the HR properly define a job define a position and create an employee so in other words you have to have a job each job has multiple positions and each worker could be a contractor or an employee and must be assigned to a position perhaps we don't want to necessarily talk about edge all right here I rather show you things that can be done right within here I can right click go to the view detail it's gonna open up the worker form for me click new create a brand new worker like my name this would be my last name I can be an employee or a contractor it's completely up to you let's say on a contractor alternatively could I send a position but you don't have to it's starting my employee when I'm gonna end my contract work maybe you're gonna end it later on maybe by the end of November I'm gonna be done contracting and consulting this company and I hire myself yeah now as you notice this gives you this a specific weird error message this is a bug ignore it please why if I close this and open this up you're okay