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ExFlow PO invoice handling – advanced

September 17 @ 09:00 - 12:00 UTC+1



Location Starts at Duration
Online (live) September 17 @ 09:00
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ExFlow PO invoice handling – advanced. 2024-09-17
ExFlow PO invoice handling – advanced. Live online 2024-09-17 @ 09:00 CEST
333 $

In this advanced training course, you will master the intricacies of ExFlow's Purchase Order (PO) invoice handling, enabling you to streamline and automate your purchase order processes within Dynamics 365 Finance & Operations (F&O).

Led by experienced instructors, this session provides detailed insights and practical knowledge to help you manage PO-based invoices efficiently.

Course Objectives:

  • Provide a comprehensive understanding of PO invoice handling in ExFlow.
  • Enable participants to configure advanced connection and matching logic.
  • Ensure efficient handling of charges and variances.
  • Offer practical experience through hands-on exercises and real-world scenarios.

This course is designed for finance professionals, IT specialists, system administrators, and business analysts responsible for managing purchase order invoice processes within Dynamics 365 Finance & Operations.

It is suitable for both beginners seeking foundational knowledge and experienced users looking to enhance their skills and optimize their workflows.

Key Topics Covered:

  1. Overview of PO Invoice Handling:
    • Understand the full process of handling PO-based invoices in ExFlow.
    • Learn the critical differences between PO and non-PO invoices.
    • Gain insights into the behind-the-scenes data flow and integration with standard F&O functionalities.
  2. Connection Logic:
    • Dive into the mechanics of creating links between invoice lines and PO lines.
    • Explore automated and manual methods for establishing these connections.
    • Understand the importance of accurate data capture and matching for successful automation.
  3. Matching and Approval:
    • Learn about the matching process between invoice data and purchase order data.
    • Understand the rules, tolerances, and settings that govern matching outcomes.
    • Discover how to automate the approval process and manage exceptions effectively.
  4. Handling Charges and Variances:
    • Explore how to manage additional costs such as freight, packaging, and customs.
    • Learn best practices for handling price and quantity variances.
    • Understand how to use shortcuts and charges to automate the invoicing process further.
  5. Practical Exercises:
    • Get access to practice exercise examples.
    • Test your knowledge with real-world scenarios and exercises to reinforce learning.


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


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


Maintain and extend your learning after the live course:

  • The live sessions are recorded for review again and again
  • Additional videos
  • Exercises – with separate suggested step-by-step guidance/solutions
  • Quiz: Test your knowledge questions.

Prove your skills with the ExFlow Academy Certification test.


September 17
09:00 - 12:00 UTC+1
Event Categories:


Online (live)
+45 60 82 80 04
View Venue Website


Henny Clausen
+45 60 82 80 04
View Organizer Website


Delivery method

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