AP Automation in Dynamics 365 Finance and Supply Chain

As a solution architect, prospects and clients often ask me for ways to improve their Accounts Payable process.  They receive hundreds of invoices every month, and it can take considerable amount of time to enter all of the detail as well as attaching the invoice for reference during the approval process.  This is an area where we have often needed to bring in an ISV solution, but that could cause other issues.  Microsoft has been doing considerable work around automation for AP and they recently released a public preview of their Invoice Capture solution. I have had the opportunity to set this up in one of my test environments so I could get an idea of what they have to offer.  As we would expect, the Invoice Capture solution is built on the Power Platform.  It uses a model driven Power App along with Power Automate Flows to integrate with Dynamics 365 Finance.  However, since it is a solution, they have done much of the work for you, including creating the standard flows to load the


A common problem many users face it the fact that there are multiple date fields in their tables, and when they want to use a date dimension, Power BI only allows for on active relationship between the two tables.

For example, I have a dimension table from my leasing software that included information on each lease including the commencement date of the lease and the expiration date of the lease.  In Power BI when I use a separate date dimension (which I always recommend for many different reasons), I can only link the dimension table to date table with one active relationship.   See screen shot below.

Since most of my visualizations will be based on the Commencement Date, I will make that the active relationship.  However, I would like to create a visualization showing my leases by expiration date.  In order to do this, I have a couple options.

1.       I could create a second date dimension table in my model.  This is fairly simple.  I would just copy the first dimension and give it a new name (Expiration Date).  I would relate the Lease Details table to the Expiration Date table using the expiration date.  The drawback to this is if you are using date slicers on the report, you would need two different date slicers since they are different tables.  This can also quickly get out of control if there are numerous dates.

2.       I could use the DAX function USERELATIONSHIP.


The function returns no value; the function only enables the indicated relationship for the duration of the calculation.

By using this function I can create a new measure to count my leases based on their expiration date.

Expiring Leases = CALCULATE(DISTINCTCOUNT('Lease Details'[Lease]),USERELATIONSHIP('Lease Details'[ExpirationDate],'Date'[Date]))

Once this measure is in place, I can create my two different visualization using the same date dimension.


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