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Feature D365: Vendor Payment proposal automation

  • 1.  Feature D365: Vendor Payment proposal automation

    GOLD CONTRIBUTOR
    Posted 19 days ago
    Hello,

    Does one of you use the new D365 feature "Vendor Payment proposal automation"?
    If yes, i have 2 questions.

    1) When you create a new process, should we use GMT or our business office Time Zone?

    2) Should we have a special "batch job" that will run this process?

    Thanks

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    Richard Malouin CPA, CGA
    Senior analyst
    PSP Investments
    ------------------------------
    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Feature D365: Vendor Payment proposal automation

    MICROSOFT MVP
    Posted 19 days ago
    Hi Richard,

    There is a blog post available with a complete walkthrough: https://exploredynamics365.home.blog/2020/07/05/vendor-payment-proposal-automation-in-microsoft-dynamics-365-finance-and-operations-new-feature/
    I think this will answer your questions.

    ------------------------------
    kind regards,

    André Arnaud de Calavon
    Product manager, Microsoft MVP - Microsoft Dynamics Business Solutions
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Feature D365: Vendor Payment proposal automation

    Posted 18 days ago
    Here is a blog that explains all the steps : https://vamsipraneethdax.blog/2020/06/09/payment-process-automation-in-dynamics-365-finance/

    Couple of things to note:
    1. If you are setting this up in a new environment without demo data, you will need to populate data into these tables. The data should be as below:
    Tablename: ProcessScheduleType

    TableName: ProcessScheduleTypeParameterTab


    To answer your questions specifically:

    1.  It depends on your business needs. Let us say, if you set it at close of business hours your timezone, that time you complete processing all the invoices for that day it would pick up the invoices that are due on that day as well, should there be any.

    2. The automation itself will create a batch job. Additional batch jobs are not required.

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    Vamsi Pranith Donepudi
    Hitachi Solutions
    Nashville TN
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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