April 2020

Submissions prohibited when invoice totals aren’t equal

The 2020 Wave 1 updates will be released from April to September of 2020. A primary goal of these updates is to promote automation and predictive analytics so that CFOs and other leaders can turn their attention to strategic concerns rather than getting bogged down in daily execution. Updates will also support risk management, performance improvements, and usability for every member of your finance team.

Update: Prohibit submission to workflow when the invoice total and registered invoice total are not equal

This month’s featured update is designed to streamline and reduce errors in the vendor invoice submission process. To do that, the system will prevent submission of the invoice to the workflow when the invoice total and registered invoice total do not match.

Here’s what that means in practical terms. The update allows you to:

• Identify errors that might stop posting – By pinpointing data mismatches before the invoice is submitted to workflow, you can prevent errors that would require you to resubmit the vendor invoice later.
• Receive alerts when the numbers don’t match – The system will send an alert to the person who submitted the invoice letting them know that the invoice total and registered total are not equal. This enables them to check the numbers and make corrections before resubmitting to workflow.
• Save time – When errors slip through, submitters and approvers must go back later in the process, find the error, and resubmit. This update validates those numbers on the front end and saves time in the long run.

How does this update deliver value to your business?

This update identifies discriminations in the invoice totals before they are submitted and ensures that those errors can be corrected immediately, before clogging up your workflow. Ultimately, it prevents errors and saves valuable time both for submitters and approvers.

Microsoft’s goal in providing these monthly updates is to streamline the D365 experience for every user and to make sure you have access to all of the most recent capabilities and benefits. By implementing relevant updates on a more frequent basis, the continuous update deployment model ensures that you always have the most recent version of the platform and that you have access to all capabilities and improvements. While that may sound disruptive, Microsoft provides update schedules well in advance so you can create a plan for your updates and testing. There is also a buffer week for testing before the automatic update takes effect.

Before any update release, you will be able to download the release schedule, test new features, and schedule a time for your update. Any major, disruptive changes will be turned off by default and administrators will need to “opt in” by enabling them after the update.

Develop Your Continuous Update Plan With AXIA Consulting

Because no two environments are the same, there is no one-strategy-fits-all approach. To get the most benefit from D365 Finance and Supply Chain updates, you’ll need to know which tools will help you create and automate your testing plan and you’ll need to know how to select the right features for your unique environment.

Are you ready to develop a continuous update plan for your organization? You don’t have to do it alone! We can help you:

• Manage your instance upgrade strategy
• Build a comprehensive test plan
• Automate user testing
• Understand new features
• Decide which ones are right for your organization

AXIA Consulting will help you find answers to any questions you may have about your update strategy in general, specific features included in the update, and how you can get the best results.

Visit us at axiaconsulting.net to learn more.

Doug Blitzer leads AXIA’s Microsoft Dynamics 365 practice and has over 28 years of consulting and industry operations experience. His focus includes assisting private and public sector clients to achieve improved business process and technical operations.  Doug’s expertise encompasses business process improvement, business metrics, technology strategy, project/program management, packaged and custom software implementation for ERP, CRM, HRIS, Learning Management, Performance Management, and Application Tracking systems, as well as eCommerce, organizational change management, and talent development.

Doug’s experience and relationship skills provide him with the foundation to direct and manage large complex projects, including multiple constituencies, multiple software integrations, and complex requirements.