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ExFlow PO invoice handling – advanced

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

299$

Tickets

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 $
Unlimited

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.

Prepare

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.

Participate

Each live course session is a focused three-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
  • Exercises – with separate suggested step-by-step guidance/solutions
  • Quiz: Test your knowledge questions.

Prove your skills with the ExFlow Academy Certification test.

Details

Date:
September 17
Time:
09:00 - 12:00 UTC+1
Cost:
299$
Event Categories:
,

Venue

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

Organizer

Henny Clausen
Phone
+45 60 82 80 04
View Organizer Website

Other

Delivery method
Online

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