---
id: feature/573380
type: feature
title: Improve purchase order matching in Payables Agent
summary: "Copilot and agents: Improve purchase order matching in Payables Agent. Generally available, GA 2026-10 (Microsoft 365 roadmap). This feature improves PO matching quality in Payables Agent and aligns draft finalization behavior with existing posting controls. The agent uses an enriched PO Lines list page during matching that includes these fields: Line Amount — enables matching on value, not just description and quantity. This field is especially valuable for service lines where quantity (often just 1) isn't a meaningful discriminator."
tier: official
language: en
system: copilot
tags:
  - copilot and agents
review:
  state: derived
  by: null
  at: null
  flags: []
generated:
  at: "2026-10-07T23:41:05.192Z"
  pipeline: 0.2.0
  prompts: {}
  input_hash: ce05f6a11fc624774894fafb074099d692f2c8daad5ff79152460c4338d9fd88
evidence:
  - kind: roadmap
    url: https://www.microsoft.com/microsoft-365/roadmap?id=573380
    title: Microsoft 365 roadmap 573380
    date: "2026-09-30"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/match-purchase-invoice-drafts-to-orders
    title: Match Purchase Invoice Drafts to Purchase Orders
    date: null
    commit: null
    t: null
    quote: null
links:
  learn:
    - https://learn.microsoft.com/dynamics365/business-central/match-purchase-invoice-drafts-to-orders
  objects: []
  features: []
  topics: []
  localizations: []
  videos: []
  posts: []
  guidelines: []
roadmap_id: "573380"
wave: 2026 release wave 2
status: ga
roadmap_status: Launched
release_phase: General Availability
ga_date: 2026-10
preview_date: null
area: Copilot and agents
whatsnew_url: null
localizations: []
objects_touched: []
---

# Improve purchase order matching in Payables Agent

> Copilot and agents: Improve purchase order matching in Payables Agent. Generally available, GA 2026-10 (Microsoft 365 roadmap). This feature improves PO matching quality in Payables Agent and aligns draft finalization behavior with existing posting controls. The agent uses an enriched PO Lines list page during matching that includes these fields: Line Amount — enables matching on value, not just description and quantity. This field is especially valuable for service lines where quantity (often just 1) isn't a meaningful discriminator.

[Microsoft 365 roadmap 573380](https://www.microsoft.com/microsoft-365/roadmap?id=573380) · Copilot and agents · generally available · roadmap status "Launched", phase General Availability

## What Microsoft says

This feature improves PO matching quality in Payables Agent and aligns draft finalization behavior with existing posting controls. The agent uses an enriched PO Lines list page during matching that includes these fields: Line Amount — enables matching on value, not just description and quantity. This field is especially valuable for service lines where quantity (often just 1) isn't a meaningful discriminator. Expected Receipt Date — helps the agent factor in timing when multiple PO lines could match. By using these fields, the agent can more reliably distinguish between similar-looking PO lines, which improves accuracy in first-pass matches. The agent now respects the app's Never block draft finalization setting in the Receipt on Invoice field on purchase orders. This change means the agent doesn't block draft finalization because a matched PO line isn't yet marked as received. Whether goods are received is a posting time control, not a draft time control. The "Receipt on Invoice" setting on the order governs this behavior at posting. The "Receipt on Invoice" field is already available on purchase orders. With this release, we're expanding this setting to more entities: A new vendor-level "Receipt on Invoice" setting is introduced and automatically applied to new purchase orders created for a vendor. A new PO-line-level "Receipt on Invoice" setting allows per-line override. The inheritance chain for the setting is vendor, then purchase order, and then purchase order line, but each level can override the parent. We've also improved draft warnings. When the agent creates a purchase invoice draft matched to a PO, the draft surfaces warnings based not just on quantity, but also on amount. The draft warnings are for information only and don't block finalization. For example, they warn about the discrepancies in the draft and you can decide how to proceed.

## Dates

- General availability: October CY2026 (2026 release wave 2)
- Public preview: not given
- On the roadmap since 2026-09-30, last changed 2026-09-30

## Covered by

Matched by Haiku among videos and Learn pages in the same galaxy system, checked against the roadmap ids and the evidence text. Every link below was reviewed by Opus.

### Microsoft Learn

- [Match Purchase Invoice Drafts to Purchase Orders](https://learn.microsoft.com/dynamics365/business-central/match-purchase-invoice-drafts-to-orders)

Source: Microsoft 365 roadmap. Status words follow the roadmap.