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.
By the end of this course, you will be proficient in configuring and managing ExFlow PO invoice workflows, ensuring your purchase order processes are efficient, accurate, and automated.
Variations between course content and ExFlow
ExFlow AP is continuously being updated by SignUp Software. Therefore, you may encounter variations between this training course content and your version of the ExFlow AP application.
We want to highlight one of the significant changes here, as it affects learning content in several lessons in this course:
Matching Tolerances (Version 2.16)
Update note
Starting from version 2.16, ExFlow has significantly extended the D365FO matching framework by introducing more granular coverage of matching tolerances. This includes support for amounts, percentages across different criteria, and multiple matching levels.
Previously, it was only possible to get matching results according to the standard D365FO matching framework settings.
The videos and presentations you are just about to see were produced prior to version 2.16, and therefore do not mention these enhancements.
Final words about updates
We apologize for any inconvenience caused and hope for your understanding. We wish you a happy studying experience!
Further details can be found in the ExFlow Release notes: AXcademy.com/exflwnfo