Dynamics 365 for Finance and Operations Purchasing Process
Please keep in mind this scenario when watching the video: Marketing Manager is emailed an invoice which is then uploaded to D365 for Financials using Optical Character Recognition (OCR). Optical Character Recognition then automatically fills in such fields as Vendors Name, Amount, Date, etc. The Marketing Manager then submits the uploaded invoice to the Finance Manager for approval.
The Finance Manager reviews the documents and approves. When payment is due, an office manager submits to CEO for approval for payment. Once approved the Office Manager pays the invoice via printed check.
Lastly, someone reconciles bank activity with activity in Dynamics 365 for Financials.