Integration of Microsoft Dynamics 365 Finance and Supply Chain Management with Basware plug-in

The integration of Microsoft Dynamics 365 for Finance and Supply Chain Management with an external Purchase to Pay application can be complex and time-consuming. The Basware plug-in for Microsoft Dynamics F&O provides an efficient solution to this challenge.

What is the Basware plug-in for Microsoft Dynamics F&O?

The Basware plug-in for Microsoft Dynamics F&O is designed to facilitate the integration of Microsoft Dynamics 365 Finance and Supply Chain Management (D365FSCM) with third-party purchase-to-pay applications. This plug-in enables the Basware application to send invoice data to D365FSCM and book this data as cost or purchase invoices.

Core functionalities of the Basware plug-in for Microsoft Dynamics F&O

The plug-in provides a method by which invoice information, including vendor accounts, general ledger accounts and VAT groups, can be sent to D365FSCM. To accomplish this, the plug-in provides a set of custom Odata entities that provide this information.

The primary purpose of the connector is to book supplier invoices via a message received from the external application providing the workflow. This message contains all the necessary information, such as supplier account, gross amount,VAT amount and general ledger account or purchase order number to book against.

Additional tools and functionalities

In addition to the basic interface, the plug-in offers a number of additional tools:

• Forms to check and analyze the status of sent messages.

• A set of additional entities to provide the external party with a master dataset.

• A tool to clean up old message data.

• A tool to check the connectivity status of the interface and entities.

• A button to retrieve the invoice document for an invoice booked with the interface (currently added to the original document form).

Four flow processes

To book an invoice, the interface works with four different flow processes, each consisting of one, two or three messages. A flow process is uniquely identified by the headerid/message type set in the message.

The four flow processes are:

1. Supplier Invoice for Cost Invoice

2. Registration - Approval - Free for Payment for Cost Invoice

3. Purchase invoice for Purchase order invoice

4. Registration - Purchase Order Approval - Free for Payment for Purchase Order Invoice

Robust and efficient solution

The Basware plug-in for Microsoft Dynamics F&O provides a robust and efficient solution for integrating Microsoft Dynamics 365 Finance and Supply Chain Management with external purchase-to-pay applications. By using this plug-in, companies can streamline their invoicing processes and improve operational efficiency. With its additional tools and flexible flow processes, this plug-in is a valuable addition for large companies striving for a seamless and integrated purchase-to-pay experience.

Jeroen
Rozeboom

Digital transformation specialist

Digital transformation specialist Jeroen is a knowledge expert when it comes to electronic document exchange. From e-invoicing, document validation and continuous transaction control, Jeroen has an answer or advice.