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Enhance purchase order line matching with Copilot

Enabled for Public preview General availability
Users, automatically Apr 1, 2025 -

Business value

The E-Documents feature in Business Central automates the receipt and processing of invoices from vendors. Copilot helps this process by improving how vendor invoices map to and match purchase orders. With Copilot's assistance, you spend less time on tasks that normally require extensive search, lookup, and data entry. This feature improves accuracy and adds new capabilities to matching e-document lines with Copilot.

Feature details

Note

  • You get this feature as a production-ready preview for production and sandbox environments in any country localization. Supplemental terms of use apply to production-ready previews. For more information, see Supplemental terms of use for Dynamics 365 preview.
  • This feature supports English only. If you use it in other languages, it might not work as intended. Language quality can vary based on your interaction and system settings. This variation can affect accuracy and the user experience.
  • AI-generated content might be incorrect.

Sign in to your Business Central online environment and follow these instructions to use this feature. The feature adds the following capabilities to Copilot:

  • In addition to using an 80% string match in descriptions for automated matching, Copilot also uses item references and G/L mappings in preprocessing.
  • If an incoming e-document has lines that aren't in the related purchase order, Copilot highlights the discrepancy. You can run the Create Purchase Order Line action to resolve the discrepancy. The action prompts you to specify the Type (G/L account, Item Charge, Resource, and so on) and the Number to connect. You can change the Quantity for the purchase order line, but you keep the same total amount for the line. Business Central creates a new line in the Purchase Order and keeps it matched with the base line from the incoming e-document.
  • When you turn on the Create matching rule setting, the lines that Copilot matches are saved for future use as an item reference or a G/L mapping.

Adding new line from incoming E-Documents

Join the conversation

We're excited to have you with us on our Copilot journey.

Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at aka.ms/bcIdeas, or join the partner community discussion on the Dynamics 365 Business Central Partner Community Network on Viva Engage (formerly Yammer) to help shape the future of AI in Business Central.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Tell us what you think

Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.

Additional resources

Map e-documents to purchase order lines with Copilot (docs)