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MB-800: How Can You Automate Purchase Invoice Creation from Electronic Documents in Dynamics 365 Business Central?

Learn how to automate the creation of purchase invoices from electronic documents in Microsoft Dynamics 365 Business Central. Discover the best methods for streamlining your workflow with OCR and automated workflows to reduce errors and save time.

Table of Contents

Question

Your company is currently processing purchases manually. This process is time-consuming and prone to errors.
You need to automate the creation of purchase invoices from electronic documents received from vendors.
What should you do?

A. Manually enter data from electronic documents into the system for each invoice.
B. Configure a workflow to automatically convert electronic documents to purchase invoices.
C. Implement a custom solution to handle electronic document conversion outside of Business Central.
D. Set up the OCR service to read PDF invoices and convert them into electronic documents.
E. Use the ‘Merge Duplicate Records’ feature to process electronic documents into purchase invoices.

Answer

B. Configure a workflow to automatically convert electronic documents to purchase invoices.
D. Set up the OCR service to read PDF invoices and convert them into electronic documents.

Explanation

Option B is correct because configuring a workflow for automatic conversion of electronic documents to purchase invoices streamlines the process. Option D is correct as setting up the OCR service can automate the reading and conversion of PDF invoices into electronic documents. Option A is incorrect because it does not automate the process and is what we are trying to avoid. Option C is incorrect as it suggests unnecessary custom development outside of Business Central’s capabilities. Option E is incorrect because the ‘Merge Duplicate Records’ feature is intended for cleaning up duplicate records, not for processing documents into invoices.

Microsoft Dynamics 365 Business Central Functional Consultant MB-800 certification exam assessment practice question and answer (Q&A) dump including multiple choice questions (MCQ) and objective type questions, with detail explanation and reference available free, helpful to pass the Microsoft Dynamics 365 Business Central Functional Consultant MB-800 exam and earn Microsoft Dynamics 365 Business Central Functional Consultant MB-800 certification.