Map E-Documents (preview)
Map E-Documents (preview) covers the deprecated Copilot feature E-documents Matching Assistance, which matches incoming e-invoice lines to purchase order lines. It answers what the feature did, how matching works, and that the Payables Agent replaces it.
Path: Copilot and agent capabilities > Map E-Documents (preview) · tier official · system copilot · narrative reviewed (checked by Opus)
Overview
This section describes E-documents Matching Assistance, a preview Copilot feature that links lines of incoming electronic invoices to purchase order lines. Copilot analyzes descriptions, units of measure, quantities, and amounts to propose matches. The section is marked deprecated in favor of the Payables Agent.
There are two pages. One is the how-to page on mapping e-documents to purchase order lines with Copilot, covering line mapping, automatic matching, price analysis, and quantity checking. The other is an FAQ about mapping e-documents with purchase orders. It explains how the AI-powered matching works and also mentions manual purchase order line matching.
Start with the how-to page to understand the workflow, then read the FAQ for the matching criteria. Both pages say the feature is deprecated, so look at the Payables Agent for new work on vendor invoice matching and purchase order updates.
Key points
- E-documents Matching Assistance uses Copilot to match incoming e-invoice lines with purchase order lines.
- Matching looks at descriptions, units of measure, quantities, and amounts.
- The feature is in preview and is deprecated.
- The Payables Agent replaces it for automating vendor invoice matching and purchase order updates.
- Related capabilities named in the pages: Map E-Document Lines with Copilot and Match Purchase Order with Copilot.
- The how-to page covers automatic matching, price analysis, and quantity checking.
- The FAQ also mentions manual purchase order line matching alongside the AI-powered matching.
Learn pages
- FAQ for mapping e-documents with purchase orders: This FAQ provides information about the AI technology used in Business Central, key considerations and details about how AI is used, how it was tested and evaluated, and any specific limitations.
- Map e-documents to purchase order lines with Copilot: Learn about how to use Copilot to map e-documents to purchase order lines.
Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.