Auto Coding Suggestion Setup
Go to: Setup --> ExFlow Auto Coding Suggestion Setup
This function in ExFlow is made to be able to get automatic coding suggestions in the Import Journal based on historically posted documents and works for both invoices and credit memos. This can be useful for companies who have posting history in Business Central but just started to use ExFlow.
Auto Coding Suggestion can give coding suggestion if no other suggestion type has been applied, like an ExFlow Purchase Code or Predefined G/L Account.
The Auto Coding Suggestion continuously update coding suggestions after posting the documents, to always give an accurate future suggestion.
To be able to use this function, go to ExFlow Auto Coding Suggestion Setup:
Add a New Auto Coding Suggestion
Enable the ''Show Advanced Setup'' in the Auto Coding Suggestion Setup page, to get the full page overview:
Please note that the last two fields in above picture (''Group per Currency'' and ''Group per Reference'') are hidden per default and can be added via page personalization.
| Auto Coding Suggestion Setup ribbon | |
|---|---|
| New: | Add a new Coding Suggestion |
| Edit List: | Edit the Coding Suggestion Setup list |
| Delete: | Delete a Coding Suggestion |
| Create Suggestion: | This button goes through the setup and adds Suggestions to Suggestion ID |
| Suggestions: | This shows the created Suggestion ID for the selected Setup |
| Delete Suggestions: | This deletes the Suggestion ID's |
| Coding Document History: | Opens the ExFlow Auto Coding Suggestion Document History page |
| Group Documents By: | Opens ExFlow Auto Coding Suggestion Grouping List |
| Apply Fields: | Opens Auto Coding Suggestion Transfer Fields Setup |
| Auto Coding Suggestion Setup --> New/Edit List | |
|---|---|
| Setup ID: | Specifies the ID of the coding suggestion setup. |
| Source Type: | Gen. Bus. Posting Group, Vendor Posting Group, Vendor, or All. This will define the grouping of Suggestions created by ExFlow |
| Source No: | This will define what No. from the specific "Source Type" in which this setup should be used. If Source No. is left empty for Source Type Vendor, grouping is made per Vendor for all Vendors. By creating a setup ID as "Source Type" Vendor and "Source No." blank it will create coding suggestions from every vendor, where the suggestions always will be filtered on vendor |
| Description: | Descriptive text. (100 characters max.) |
| Days Multiplier: | This defines how severely the number of days since last invoice for that setup will affect the priority for suggested coding to be used. The larger the number, the greater the multiplier. Multiplier should be a negative value. E.g. -10 has a greater influence than -1 |
| Occurrence Multiplier: | This defines how severely the number of invoices in the suggestion ID within this setup will affect the priority for suggested coding to be used. The larger the number, the greater the multiplier. Multiplier should be a negative value. E.g. -10 has a greater influence than -1 |
| Amount Range %: | This defines the percentage (plus/minus) of the amount to be applied for the Suggestion ID a specific coding for a document will be saved in |
| Minimum No. of Documents for Validity of Suggestion: | The minimum number of documents that needs to be added to the Suggestion Setup ID for a suggestion from that Suggestion ID to be chosen automatically |
| Group per Currency: | This defines if the grouping should be done with currency. This field is hidden per default, add this field through page personalization, if needed. |
| Group per Reference: | This defines if the grouping should be done specified with ExFlow Reference Codes. This field is hidden per default, add this field through page personalization, if needed. |
Enabling Auto Coding Suggestion
ExFlow Setup
Activate this function in ExFlow Setup by enabling this function for all Vendors or Selected Vendors.
When activating "Selected Vendors", it is required to also enable "Use Automatic Coding Suggestion" for the vendors, in the ExFlow Vendor Setup card that should have this function enabled.
| ExFlow Setup --> Auto Coding Suggestion Section | |
|---|---|
| Grouping of Documents in Suggestion Lines with Amount: | Specifies how the documents will be grouped based on the amount of the document. |
| Auto Coding Suggestion Decision Based on the Amount: | Specifies how the suggestion line will be chosen based on the amount of the document |
| Suggest Auto Coding for Imported Document: | Specifies how the automatic coding suggestion will be used |
| Calculate Auto Suggestions From Date: | Specifies the starting date of the document to be used in the auto coding suggestions. |
| Suggest Auto Coding Amount from Coding Set ID: | Specifies if the amounts will be automatically suggested in the created lines from the Coding Set ID |
Import Journal
Enable Create Lines with Automatic Suggestion to activate this function for a specific Import Journal.
Periodic Activities
To apply the Auto Coding Suggestion, it is required to run the functions ExFlow Coding Set IDs for Coding Suggestions and ExFlow Creating Auto Coding Suggestions.
First time use of Auto Coding suggestion will need both of these jobs to be run at least once. Following that, recurrence can be adjusted in the corresponding Job Queue Entries.
