Microsoft recently released the new Invoice Capture for Dynamics 365 Finance. I ran through installing and configuring it. From that experience, below is my brain dump and hopefully it can help with things that are not so obvious. Three type of invoice captures There are three invoice type paths that can be captured. These drive the screen layout and what kind of information is mandatory. PO invoice Header-only Cost invoice When an invoice comes in, you can select one of the three invoice types. Below are the three screen layouts and differences. PO invoice – Invoices of this type are associated with purchase orders. The purchase order details must be determined on each invoice line. Both the header and the lines must be reviewed in Invoice capture. This will create a pending vendor invoice. Header-only – Invoices of this type are associated with purchase orders. The purchase order field on the invoice header is a mandatory field. If the Automatically create invoice lines feature is
Microsoft recently released a preview mobile app for Asset Management . The App gives 2 personas that you can use it for: Maintenance worker - You need to be assigned to the security role "Maintenance worker" https://learn.microsoft.com/en-us/dynamics365/supply-chain/asset-management/asset-management-mobile-app/work-orders . It will allow you to give feedback on a work order such updating actual hours, items, checklists and attachments. Maintenance requester - You just need a teams license and can assign "Maintenance requester" security role https://learn.microsoft.com/en-us/dynamics365/supply-chain/asset-management/asset-management-mobile-app/maintenance-requests . This will allow you to create a request. Installation To install, go to AppSource to find the app Dynamics 365 Asset Management Mobile Application Read the Onboarding doc page as there are prerequisites. Such as installing the Finance and Operations Virtual Entity solution. The install is prett