Enhance purchase order line matching with Copilot
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | Apr 2025 | - |
Business value
The e-documents feature in Business Central plays a key role in automating the receipt and processing of invoices from vendors. Copilot can help this process by improving the mapping and matching of vendor invoices to purchase orders. This assistance reduces time spent on tasks that would normally include extensive search, lookup, and data entry. This feature improves accuracy and adds new capabilities to matching e-document lines with Copilot.
Feature details
Note
- This feature is available as a production-ready preview for production and sandbox environments of any country localization. Production-ready previews are subject to supplemental terms of use. For more information, see Supplemental terms of use for Dynamics 365 preview.
- This feature is supported in English only. While it can be used in other languages, it may not function as intended. Language quality may vary based on the user’s interaction or system settings, which may impact accuracy and the user experience.
- AI-generated content may be incorrect.
To experience this feature, sign in to your Business Central online environment and follow these instructions. The feature extends the current Copilot with the following capabilities:
- Beyond using an 80% string match in descriptions for automated matching, Copilot now also incorporates item references and G/L mappings in preprocessing.
- If an incoming e-document has lines that aren't present in the related purchase order, it highlights the discrepancy and you can run the Transfer to action, which prompts you to specify the Type (GL Account, Item Charge, and so on) and Number you want to connect. Afterward, Copilot creates a new line in the Purchase Order.
- If you enable the new Keep mapping references setup, lines that Copilot matches are saved for future use, either as an item reference or a G/L mapping.
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Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.