Map e-documents to purchase order lines with Copilot

Enabled for	Public preview	General availability
Users, automatically	Apr 1, 2024	-

Business value

As procurement processes become more digital, the e-documents feature in Business Central plays a key role in automating how you receive and process invoices from vendors. Copilot can assist in this process by improving the mapping and matching of vendor invoices to purchase orders. This assistance reduces time spent on tasks that would normally require extensive search, lookup, and data entry. The benefit is compounded by the fact that vendor invoices often don't relate exactly with purchase orders, in which case Copilot is better positioned to identify the corresponding purchase orders. Enhanced matching capabilities particularly benefit small and midsized organizations that need efficient document tracking for purchase order lines. Copilot is the AI-powered assistant for work that boosts creativity and improves productivity for Business Central users.

Feature details

In the initial release of the e-document app, we introduced fundamental scenarios for e-documents for the entire sales process. However, there's a need for enhancements and automation in handling the received documents, especially in the context of purchase processes. Copilot refines how you manage e-documents in the purchase process, particularly with respect to purchase orders. The e-documents framework lets you specify the type of purchase document to create for each vendor when you receive e-invoices from them. Previously, the only option was to create a purchase invoice, either as a document or a general ledger journal.

You can now update an existing purchase order in Business Central with the information received in the e-invoice.

Identify purchase orders

First, you can identify the purchase orders that you can automatically match.

Map lines

New mapping functionality lets you automatically match on e-invoice lines with purchase order lines. Copilot also provides additional matching intelligence to improve the matching.

After they're matched and mapped, Business Central updates the matched purchase order with the relevant receipt information to ensure the right quantities are received on the order lines.

Note

• This feature is available as a production-ready preview for production and sandbox environments in any country localization, with the exception of Canada. Production-ready previews are subject to supplemental terms of use. For more information, see Supplemental terms of use for Dynamics 365 preview.
• AI-generated content may be incorrect.

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

• Germany
• Norway
• Singapore
• South Africa
• Switzerland
• United Arab Emirates
• United States
• Europe
• Asia Pacific
• United Kingdom
• Australia
• South America
• India
• Japan
• France
• Korea

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