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ExFlow Setup & Configure | Associate | Classroom

October 16 @ 09:00 - October 17 @ 16:00 UTC+1

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During this 2-day course, you will learn how to set up and configure the advanced components and features of SignUp Software's ExFlow app.

Users and consultants who want to get a detailed understanding of the setup and configuration of ExFlow.

Prerequisites:

Before attending this course, students should have:

  • General knowledge of Microsoft Windows
  • The ability to use Dynamics 365 for Finance and Operations for basic processing and navigation
  • General knowledge of Accounts Payable invoice processing
  • Participated in the ExFlow Academy course Setup & Configure – Fundamentals (or otherwise have obtained the same skills).

Level:

200 (Associate).

During this 2-day course, you will learn about the topics listed below in the Course outline.

There will also be time to discuss which topics and tools are a priority for you in your role.

You will learn the following

  • Setup
  • Daily use
  • Inquiries and reports
  • Periodic tasks
  • Setup and use of purchase order invoice on the arrival of goods

Course outline

Setup

  • Parameters
    • General
    • Document handling
    • Import
    • Sales tax
    • Project
    • Fixed assets
    • Purchase order
    • Approval
    • Prepayment and settlements
    • Email notification
    • Number sequences
  • Configuration
    • Columns
    • Source dimensions
    • User level permissions
    • User level
  • General parameters
    • Parameters
    • License information
    • License information tab
    • Invoices per company report
    • Web setup tab
    • Document chat tab
    • PDF Web service
    • Line item charges tab
    • Feature management
  • Import Methods
  • ExFlow Users
  • Agreements
    • To start working with agreements
    • Agreements overview
    • ExFlow workflow for agreement approval
    • ExFlow agreement manager role
    • CrossCompany Agreements
    • Auto Generate Self-Billing invoices
    • Agreements assigned to me
  • Signing limit per line type
    • Setup Automatic postings
    • Allocate charges
    • Project Category Item sales tax group
    • Vendors for credit settlement
    • Vendors for pre-payment
    • Vendors for goods arrival
    • Attribute value map
    • System total amount approval
    • System line amount approval
    • Adjust VAT at approval
    • Charge tolerance amount system approval
    • Validate packing slip qty
    • Allocate any difference amount between the header and lines
    • Default dimension combination
  • Extended Search
  • Coding lines for import
  • ExFlow system approval groups
  • Invoice type header/lines
  • Connect for purchase order invoices
  • Workflows
    • Advanced workflow position hierarchy mapping
    • Advanced workflow financial dimension mapping
    • Combination dimension owner
    • Advanced workflow approver on financial dimension
    • Action workflow setup
  • Posting proposal advanced
  • Automatic invoice coding
  • Generate a template for importing invoice lines
  • Notifications – Approval email
    • Document chat email
    • Definitions

Daily use

  • Import invoices
    • All import invoices
    • Edit/view imported invoices
      • Suggest approvers with logging
    • Manage and approve invoices (document form)
    • Document form All
    • Edit/view invoice distributed for approval
      • Invoice history
      • Line history
  • Chat function
    • Document form
    • Approval form
    • ExFlow web
  • My vendor invoices
    • Search invoices
  • ExFlow vendor invoice management workspace
    • Workspace tab
    • Analytics tab

Inquiries and reports

  • Import history
  • Attachment form
  • Invoice history and matching details
  • Invoices
  • Invoices per company
  • External integration form
  • Matching results for purchase invoices
  • Imported invoice history
  • ExFlow vendor aging report
  • Logging

Periodic tasks

  • Import OCR invoices to import form
  • Process attachments
  • Import invoice XML files (Multiple methods)
  • Auto match purchase order invoices on arrival of goods
  • Auto get purchase order lines in Import form
  • Suggest approvers
  • Upload vendor information to ExFlow Data Capture (Multiple methods)
  • Generate graph data
  • Log clean up
  • Import history data clean up

Setup and use of purchase order invoice on the arrival of goods

  • Introduction
  • Invoices with a quantity variance
  • To manually handle quantity variance
  • Batch job Auto match purchase order invoice on the arrival of goods
  • Settings
  • Process

The price for this course includes training materials, a training environment, and a certification exam.

Training materials

ExFlow User Manual

Extra materials:

  • Hands-on labs/exercises
  • Presentations
  • Examples
  • Invoices

Training environment
During the training, each student will have access to their personal copy of a high-quality training environment. It is a complete Microsoft Dynamics 365 Finance and Operations apps training environment (VM) – with ExFlow training configuration and demo data on top of the familiar Microsoft standard Contoso demo data. It is available during your class and optionally also after the class.

Additional info
You will benefit from learning from a world-class Microsoft certified trainer with extensive real-life technical experience in D365FO apps and earlier versions of AX.

Small class sizes of up to 10 students for the optimum learning environment.

Full catering during class hours, including lunch, beverages, fruit, etc.

Not included
Travel
Stay

This course is recommended as preparation for the Certification exam ExFlow Configuration | Associate.

This ExFlow certification exam is available at the end of each course. If you pass, you get a digital certificate as proof.

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