How to: Vendor Payment Proposal Automation in D365 Finance and Operations

By Tammy Plowman | January 6, 2022

proposal automation 2

This feature was released in the summer of 2020, and I think it is a tremendous timesaver. If your company has scheduled days to process AP payments and you find yourself waiting for the payment proposal process to complete, then you will love this!

Step 1 – Verify the feature has been enabled for use.

A prerequisite to establishing this automation is to enable the feature “Vendor payment proposal automation”.

If not enabled, select the feature from the “Not enabled” window and click the Enable feature button.

Vendor payment proposal automation under feature name

Step 2 – Create your scheduled payment proposals.

1. Go to Accounts payable> Payment setup> Process automations.

2. Click Create new process automation.

3. In the Schedule type field, choose Vendor payment proposal.

4. As applicable, select your company or legal entity.

5. Click the Create series button.

Click create new process automation. Choose vendor payment proposal schedule type. Select your company or legal entity. Click create series.

6. In the Name field, enter a value.

7. In the Description field, enter a value.

8. The Owner may be updated as needed.

9. In the Scheduled time field, set the time to run the proposal.

10. in the Occurrence patterns section, select the repetition or frequency.

11. In the Alerts section, set selections as desired.

Name, description, owner, schedule time, and occurrence pattern are circled.

12. Establish invoice selection criteria as you would if executing the process manually.

13. In the records to include section, click the filter button.

Parameters page

14. Filter the records as if you would execute the process manually.

15. Click the OK button.

Vendors table with group field is selected.

16. Click the Finish button.

17. Repeat this process for each payment proposal to be automated.

18. The list of established payment proposals is stored in the process automation window. The schedule is on the right-hand side. You can view edit delete any of the scheduled occurrences.

  • Click View occurrences to see the list of proposals.
  • Click View details to see the output of a specific proposal.

Standard view

Step 3 – Process vendor payments

1. The user will open the automatically created payment journal and review the data rather than executing the proposal immediately prior.

2. If edits need to be made in the Journal, select the payment proposal edit invoice option from the ribbon.

As always, please test any new or updated business processes in an environment designated for testing before implementing them in a Production environment. This change will be a very rewarding one to refine and test before moving to Production!

Related Posts

Recommended Reading:

Stoneridge Software Selected for 2022 Microsoft US Partner Award – Dynamics 365 Business Central

Stoneridge Software is honored to be selected as a 2022 Microsoft US (MSUS) Partner Award winner for Dynamics 365 Business […]

Read the Article
6.29.22 Dynamics CRM

Reduce Manual Data & Increase Productivity with Dynamics 365 for Sales

Dynamics 365 for Sales has a ton of great features to help automate processes for you and your team to […]

Read the Article

Dynamics 365 Business Central Boolean Field Bug Temporary Fix

If you are a Dynamics 365 Business Central cloud (SaaS) customer who is using Edge or Chrome to run the […]

Read the Article

Using Non-Sequential Numbering to Prevent Locking In Your Dynamics 365 Business Central System

Running into locks in your system? Enable non-sequential numbering on your number series to prevent number series locking issues! As […]

Read the Article
6.24.22 Dynamics GP

Uncommonly Used Features: Setting Up Account Categories in Dynamics GP

This is the final part of my current series on Uncommonly Used Features in Dynamics GP. In this post, I […]

Read the Article

Increase User Productivity in Dynamics 365 Business Central with These 10 Tips

There are constantly evolving ways for you to increase user productivity in Dynamics 365 Business Central. Here are 10 tips […]

Read the Article

Star Tribune Lists Stoneridge as a Top 200 Workplace for 2022

Stoneridge Software’s emphasis on creating a positive and flexible culture has earned recognition as a top workplace in Minnesota. The […]

Read the Article
6.14.22 Dynamics GP

Uncommonly Used Features – Reconciling Sub-ledger to GL using the Reconcile Routines in Dynamics GP

As we continue the uncommonly used features series, with this post I want to show you how to reconcile your […]

Read the Article

Organize and Prioritize Your Resources with Dynamics 365 Field Service

As a manager, Dynamics 365 Field Service lets you optimize the use of your employees, their skillsets, and other resources […]

Read the Article

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!