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

Making the important numbers stand out

With so much information available today, many people are simply overwhelmed by the data.  This is important for us to remember when we are designing reports and visualizations.  We need to help our users understand the story we are telling and one way to do this is to draw their attention to the important information.

The eyes go directly to change and difference, so conditional formatting is a great way to make data stand out.  However conditional formatting in Power BI can produce some pretty ugly results.  In this article, I am going to show some tips to help use conditional formatting to focus on key numbers of the report.

I will start with a simple matrix report that shows the monthly and yearly sales growth by brand.  In this case we only have 10 brands, but you will notice nothing really jumps out to you.  As a consumer of this report you must read through each row.


So let’s go to the format tab on the visualization pane and turn on conditional formatting. 
  • Click the format icon
  • Expand conditional formatting
  • Choose the measure to format
  • Choose the formatting option (background, font color and/or data bars)
  • Switch the option to On
  • (Optional) Repeat with other measures











In my example I have turned on the Background for both measures and below you will see the results.


At this point, this is not the most appealing report.  The colors are a little overwhelming and the data-ink ratio is very high on the ink side.  So how do we clean this up and help the consumer focus on the story we are telling?

First let’s look at what Power BI did by default.

Let’s go back to the visualization pane, formatting tab and choose Advanced Controls under Backgrounds.  This will open the Background color scales window (shown above).  In looking at this window you will see that Power BI setup a color scale with Red for the lowest value scaling to Green for the highest value.  With this approach only one value is Red and one value is Green, the remaining values are a combination of Red and Green.  This results in a very colorful report, that can be difficult to interpret.

However, you can make some simple changes in this window to clean up all the color.  You will notice the Minimum and Maximum fields are drop down lists.  The other option is Number.  In my example I want to focus on the brands that have negative growth, so the consumer of the report can quickly identify the brands that need attention.

To do this, I am going to make a few changes to the Background color scales.

  • Change Minimum and Maximum to Number
  • Set the Minimum and Maximum number to 0
  • Change the color for Maximum to White

I make those changes for both measure and now the report does not have as much color and my attention is drawn right to the brands with negative growth.  Of course you could make the Minimum color white and Maximum color green to focus on the positive growth. 

 

This is just one example of how you could use Conditional Formatting.  You could follow similar steps to format font colors and you can also use data bars to help focus the user’s attention.  I will explain more about data bars in a future article.

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