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 automates how you receive and process invoices from vendors. Copilot helps improve the mapping and matching of vendor invoices to purchase orders. This help reduces the time spent on tasks that normally require extensive search, lookup, and data entry. The benefit is even greater because vendor invoices often don't match purchase orders. In these cases, Copilot helps identify the corresponding purchase orders. Enhanced matching capabilities 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, the fundamental scenarios for e-documents cover the entire sales process. However, handling received documents in the purchase process needs enhancements and automation. Copilot refines how you manage e-documents in the purchase process, particularly for 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, you had to manually create a purchase invoice, either as a document or a general ledger journal.

You can also update an existing purchase order with the information you receive in the e-invoice.

Identify purchase orders

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

Map lines

Mapping features automatically match e-invoice lines with purchase order lines. Copilot gives you extra intelligence to improve the matching process.

When you match and map, Business Central updates the matched purchase order with the receipt information. This update step ensures that you receive the correct quantities on the order lines.

Update 24.2 for 2024 release wave 1 provides the following additions:

• You can use this feature in environments localized for Canada.
• Users of Business Central in languages other than English can access this feature.

Note

You can use this feature as a production-ready preview in production and sandbox environments for any country localization. Production-ready previews might have supplemental terms of use. For more information, see Supplemental terms of use for Dynamics 365 preview.

This feature supports English only. If you use it in other languages, it might not work as expected. Language quality can vary based on your interaction and system settings. This variation can affect accuracy and the user experience.

AI-generated content might be incorrect.

Geographic areas

We release this feature into the following Microsoft Azure geographic areas:

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

Tell us what you think

Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.

Additional resources

Map e-documents to purchase order lines with Copilot (docs)