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Vendor Statement​

Purpose​

The purpose of the product is to automate the process of checking a statement from a vendor for a period against transactions in D365FO and to make sure that the vendor and customer agree on which trade has occurred during the period.

Prerequisites for Vendor statement​

  • Requires ExFlow version 2.15.2 or later.
  • A subscription to a Marketplace offer must be set up to be able to use the Vendor statement
  • Activation and onboarding.
  • Import method for vendor statement if using ExFlow data capture.
  • Vendor statement parameters configuration.

Subscription from Marketplace​

A subscription to a Marketplace offer must be set up to be able to use the Vendor statement. The Vendor statement functionality is included in the ExFlow module. You subscribe to the solution via Microsoft Marketplace and can choose the plan that best suits your needs.

Steps for the activation – Initiate onboarding​

Setup import method for Vendor statement​

Set old transactions as “Fully reconciled”​

Setup parameters​