What do different terms in Dooap mean?
This article defines the terminology used in Dooap.
| Term | Definition |
| AP | Accounts Payable |
| AP Phase / Step | AP phase is the first step of each invoice's workflow. |
| Auto Approval | A parameter that defines whether a matching PO invoice can skip the approval workflow in case of a perfect match. |
| Auto AP or 'Skip AP' | A parameter that defines whether an invoice is sent directly to workflow without it being stopped in the AP phase. |
| Auto-Post or Allow Auto-Posting | A parameter that defines whether an invoice is automatically posted to D365/AX2012 at the time of transfer to payment. If auto-posting is not enabled, an invoice will stop at the Invoice Journal (non-PO) or Pending Vendor Invoices (PO). |
| Auto Transfer or Transfer to Payment Automatically | A parameter that defines whether an invoice will be transferred automatically from the Transfer to Payment view to D365/AX2012. If Auto Transfer is not enabled, the invoice needs to be transferred manually. |
| Approver | An approver is a user in the invoice workflow who approves the invoice . A monetary approval limit must be configured for the user. |
| AX Import | Recurring back-end import that pulls master data from D365/AX2012 to Dooap. The import can also be started manually. |
| Add Invoices |
With this button users can import invoices manually to Dooap (PDF's or PDF+XML required). |
| Approval Limits | An approver needs to have approval limits defined per company and invoice type. The approval limit is the monetary amount that the approver can approve invoices up to. For example Bob's approval limit is set at $1,000. So if an invoice exceeds $1,000 Bob is not listed as possible approver for that invoice. |
| Bank Account | The invoice will be paid to this vendor bank account. Bank account master is in D365 Vendor table. New bank accounts are added in D365. |
| Company | The company (legal entity D365/AX2012) that the invoice is addressed to. Every company has their own vendor register unless virtualized (only in AX2012). |
| Contract Number | A field for contract number. Used if a contract number is found from the invoice and it's picked by OCR. |
| Financial Dimension | This is the coding line, where users can manually enter invoice information. |
| Help | This button opens Dooap Knowledge Base in a new browser window. |
| Invoice Type | This parameter allows the user to pick what kind of invoice they are trying to process. |
| Invoice Date | This parameter shows the date that the invoice was received. |
| Non-Purchase Order (Non-PO) | An invoice which is not associated with a PO. It is a result of spending outside a regulated procurement process. |
| OCR | Optical Character Recognition (OCR) is used in Dooap Capture, to automatically extract and digitize text from different files. |
| Posting Date | The date for when the invoice is posted. |
| Payment Request | This is a function which allows users to send invoices to AP. |
| Purchase Order (PO) | A PO is a document that is used by a buyer to place an order and is issued before delivery. This documents the purchase of products and services to be delivered. |
| Product Receipt (PR) | PR's record that the products ordered have been received. |
| Reviewer | This is a role, where the user can review the invoice and send it for approval. |
| Status | This parameter shows the status of an invoice. Available statuses are: New, In workflow, Approved, Transferred and Transferred with error. |
| Transfer to Payment | This means transferring invoices from Dooap to D365/AX2012. It is a section where approved invoices appear. |
| Voucher Number | A voucher number is given to an invoice after it is in the approved status. Voucher number comes from D365/AX, not from Dooap. |