Business Central – CoPilot Enhances PO Matching

The e-documents feature in Business Central plays a key role in automating the receipt and processing of invoices from vendors.

From April 2025, Copilot can help this process by improving the mapping and matching of vendor invoices to purchase orders. This assistance reduces time spent on tasks that would normally include extensive search, lookup, and data entry. This feature improves accuracy and adds new capabilities to matching e-document lines with Copilot.

To experience this feature, sign in to your Business Central online environment and follow the instructions to map e-documents to Purchase Order lines with CoPilot.

The feature extends the current Copilot with the following capabilities:

• Beyond using an 80% string match in descriptions for automated matching, Copilot now also incorporates item references and G/L mappings in preprocessing.
• If an incoming e-document has lines that aren’t present in the related purchase order, it highlights the discrepancy and you can run the Transfer to action, which prompts you to specify the Type (GL Account, Item Charge, and so on) and Number you want to connect. Afterward, Copilot creates a new line in the Purchase Order.
• If you enable the new Keep mapping references setup, lines that Copilot matches are saved for future use, either as an item reference or a G/L mapping.

Note

• Copilot responses are subject to availability and quality of the documentation provided by each app publisher. Microsoft isn’t responsible for third-party content provided by app publishers.
• This feature is part of Copilot chat and is available as a production-ready preview for production and sandbox environments in any country localization. Production-ready previews are subject to supplemental terms of use.
• This feature is supported in English only. While it can be used in other languages, it might not function as intended. Language quality might vary based on the user’s interaction or system settings, which may impact accuracy and the user experience.
• AI-generated content might be incorrect.

If you’d like to discuss more about Business Central’s upcoming changes, or about making the move across to BC, reach out today to Brookland Solutions for a no obligation discussion. Get in touch!