Description

Audience

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 suits beginners seeking foundational knowledge and experienced users looking to enhance their skills and optimize their workflows.

What you get

• Welcome email to students
  • Link to Dashboard in AXcademy – one-stop for all information
    • Overview
    • Links to live sessions
    • Preparation materials
    • Live recordings and presentations used
    • Practice exercises
• Preparation materials
  • Videos, presentations, et al.
• Participate
  • Live session – 1 x 3-hour live session
  • Recorded live session (accessible for 30 days after the course)
  • Presentations used
• Practice materials
  • Hands-on exercises, deep dive documentation, et al.
  • Test-your-knowledge quiz (see below)
• Practice quiz
  • • Test-your-knowledge quiz
      • Available for 3 takes.

Course Content

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.