Continia purchase orders

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August undefined, 2024

WebOct 14, 2024 · In the Microsoft Dynamics 365 Business Central Role Center, under Continia Document Capture Activities, go to Actions and select Submit Document. On the How-to Submit Documents page, under E-Mail Address, your dedicated Document Capture addresses are displayed for each document category. WebSep 12, 2024 · Order and receipt matching Purchase approval See also Wondering what Continia Document Capture is all about? The tables below provide a selection of useful links to setup and user guides that show you how to carry out various business processes, including installation and configuration.

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WebAug 30, 2024 · A document is either a scanned paper document, a PDF file, or an XML file that’s imported into Document Capture. It can be any type of document, such as a purchase invoice, a sales order, a contract, an item certificate, a bill of lading, a customer statement, or virtually anything else. Once a document has been imported into Document Capture ... Web27 rows · Apr 13, 2024 · Do Not Receive (Purch. Order) You can select this checkbox if … flow convert json to string

Basic Concepts in Document Capture - docs.continia.com

WebAug 31, 2024 · Support for purchase orders and return orders in the Continia approval workflows; Displaying automatic-approval comments during the approval process; User-specific list of approvers when forwarding approval requests; Order and receipt matching. Support for serial and lot numbers in the matching process WebJun 24, 2024 · Continia Document Output. Continia Document Output helps to send the documents to customer & vendors such as Sales Invoices, Purchase Orders, Customer Statements by configuring & creating own email body layouts & templates. Continia Web Approval Portal. Helps to approve expenses and different documents on Continia Web … WebMar 22, 2024 · The Advanced Capture module includes the following key features: Feature. 2024 R2. 2024 R1. 2024 R2. 2024 R1. Ability to recognize unlimited types of documents (sales orders, purchase receipts, employee-related documents, shipping notes, etc.) and to customize fields to be recognized in these document types. greek god of parties and wine

Detailed Changelog for Continia Document Capture 2024 R1

Handling Discrepancies, Including Partial Matching - Continia

WebJan 4, 2024 · To create a purchase contract from an expense, follow these steps: Choose the icon, enter Expenses, and then choose the related link. In the list of expenses, select the expense that you want to use as a basis for your purchase contract. Select Edit. In the action bar, select Actions -> Purchase Contract > Create Purchase Contract to open the ... WebJan 20, 2024 · Support for purchase orders and return orders in the Continia approval workflows; Displaying automatic-approval comments during the approval process; User-specific list of approvers when forwarding approval requests; Order and receipt matching. Support for serial and lot numbers in the matching process greek god of persistence flow control valve meter in and meter out

"WebJan 4, 2024 · In order to be able to send contracts for review and carry out a number of other review actions, you must be set up as a purchase contract administrator. ... Choose the icon, enter Continia User Setup, and then choose the related link. In the list of Continia users, select the ID of the user that you want to make a purchase contract ... " - Continia purchase orders

Continia purchase orders

Creating Purchase Contracts - docs.continia.com

WebApr 3, 2024 · Tip As a Continia partner, you can be notified of new Document Capture versions and service packs whenever they're released. To sign up for this service, go to this page in the Continia PartnerZone (only available to partners). Document Capture 2024 R1 Released: April 3, 2024 App version: 11.0.0 FOB version: 11.00 Note WebJul 7, 2024 · To manually match documents. If you want to match an incoming document – whether an invoice or a credit memo – with related documents, follow these steps: Choose the icon, enter Document Categories, and then choose the related link. Select the PURCHASE code to open the document journal. In the document list, select the …

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WebMar 2, 2024 · Configure Document Capture to create and post purchase allocation entries when purchase invoices are sent for approval. Apply amount distribution codes in order … WebWork faster with all your tools in one place. Learning and using new software adds a layer of difficulty to the automation process. Continia solutions are built inside Business Central …

WebDec 15, 2024 · Matching is available in the PURCHASE category, which allows the following types of documents to be matched against each other: Purchase invoices can be matched against purchase orders, purchase receipts, or both. Purchase credit memos can be … WebJan 13, 2024 · From the list, open the invoice to which you want to assign an approval flow. On the General FastTab, go to Approval Flow Code and select the three dots on the right to open the Approval Flows page. Select the approval flow code you want to apply to the purchase invoice, and then select OK to close the page. The code is now added under …

WebAug 9, 2024 · Support for purchase orders and return orders in the Continia approval workflows; ... The module works with Continia Document Capture and Continia Expense Management and may involve purchase documents (invoices and credit memos) and/or expenses, each of which can be linked to a purchase contract. The list of different types … WebApr 27, 2024 · In the Role Center, under Continia Document Capture Activities, go to Purchase Approval - Invoices and select Open PIs to open the list of open purchase invoices. From the list, select the invoice for which you want to create and post purchase allocation entries.

WebAug 23, 2024 · In the template card of the selected template, on the General FastTab, toggle the Recognize Lines switch to enable line recognition and line matching. This will make a number of Line Matching fields available for you to configure on the Purchase Documents FastTab (see step 3 below). Under Line Matching, fill in the fields as needed.

WebCreate & update purchase orders Prepayments Assign item charges Hear from our customers The most beneficial thing about Document Capture has been reducing the paperwork and making our processes fully digital. The whole approval process is integrated within Business Central. flow conversationWebAug 9, 2024 · To create a purchase contract from the document journal with line recognition enabled, follow these steps: Choose the icon, enter Document Categories, and then choose the related link. Select the PURCHASE code to open the document journal. In the list of documents, select the invoice/credit memo that you want to use as a basis for your … greek god of party and wineWebMar 24, 2024 · This feature will align purchase orders with purchase invoices in the Continia Web Approval Portal in terms of both functionality and appearance. In doing so, it will improve the user experience considerably and … greek god of personificationWebContinia Delivery Network seamlessly integrates with the Peppol eDelivery Network, securely importing your electronic documents, e-invoices, and credit memos into … flow convert time formatWebMar 21, 2024 · All documents belong to a document category, which serves as a sort of container for all documents of a specific type. For example, all purchase invoices and credit memos belong to the document category PURCHASE, whereas all sales orders belong to the SALES category. greek god of peaceful deathsWebNov 10, 2024 · In Continia Document Capture, job queues can be set up for the following recurring activities: To set up job queues As indicated above, you can use job queues to schedule and run many different tasks and processes. The setup procedure is always the same – only the codeunits/reports are different. To set up a job queue, follow these steps: flow convert csv to jsonWebOrder choose the line number of the existing purchase order you want to match with. Repeat step 7 for each line on the document. On the Received e-Document page, … greek god of peace