By the end of this 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).

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.

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.

3-hour live online ExFlow (D365FO) course.

The delivery is per our Prepare-Participate-Practice (3P) methodology.

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 three 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.

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.