ExFlow PO invoice handling – advanced

All staff working with ExFlow in-depth or interested in more advanced ExFlow functionality

Profiles:

• Superusers
• Consultants

Objective

This course aims to provide understanding of how ExFlow can automate the PO invoice process; utilizing standard D365FO matching framework and add extra functionality.

Topics

• Introduction
• Follow-up since last session
• ExFlow process for PO based invoices
• Connection
• Matching
• Charges
• Pre-payment
• Exercises

A high-quality VM is available for the course – complete with ExFlow training configuration and demo data, on top of the familiar Microsoft standard Contoso demo data. It is available during your class, and also for practice after the class.

Prepare

Before each course, we ask the students to prepare – for example by watching a video. This is to ensure that the students have the same or similar understanding of the scope of the upcoming training, and the terminology to be used.

Participate

Each live course session is a focused 2½ hour live online session, led by one of our experienced, Microsoft and ExFlow-approved instructors.

Practice

Maintain and extend your learning after the live course:
• The live sessions are recorded for review again and again
• Additional videos
• Hands-on labs – with separate suggested step-by-step guidance/solutions
• Support (Q&A).

Will be available later.