In this topic you get to know how to set up edoc invoice cockpit for your organization.
Before you start
Clarify in advance with the responsible persons and the teams in your organization what the work processes look like and which software behavior of edoc invoice cockpit is expected (manual work or automation).
Find out more
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Configure the automatic posting of an invoice -
Configure the options for payment terms and discounts -
Distribute charges (markups) and fees to sales order lines -
Activate and deactivate the "edoc invoice cockpit" module -
Define the posting date of an invoice in edoc D365 FO invoice cockpit -
Prioritize the offset account and financial dimensions of the vendor base data -
Customize the posting text from edoc invoice -
Define the item sales tax group in the vendor line -
Set up posting methods to categorize incoming invoices -
Configure automatic processing for edoc invoice cockpit -
Control line item data for charges, discounts, and surcharges (markup) from edoc invoice -
Configure the reindexing function for incoming invoices -
Dynamically map organization-specific edoc invoice fields to journal positions (journal lines) -
Dynamically map edoc invoice fields for the financial dimension -
Transfer the bank account details from the vendor base data