Basic Setup

Learn more about settings

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After the Assisted Setup process is completed, additional configuration options is available on the Pryme AP Automation Setup page.

Choose the 🔎 icon, enter Pryme AP Automation Setup, and select the related link.

Enable Posting Date Change

To automatically set the Posting Date to match the Document Date when creating a Purchase Document:

  • Turn On to synchronize the Posting Date with the Document Date.

  • If turned Off, the Posting Date will default to the work date or be left blank, following the configuration on the Default Posting Date field in the Purchases & Payables setup page.

Bank Details Validation

Enable validation of bank details on the Vendor Card against incoming documents. If a mismatch is detected, purchase document creation will be blocked, displaying a warning that allows for manual correction or proceeding with document creation.

The following fields can be validated:

  • IBAN

  • SWIFT

  • Bank Account No

  • Bank Branch No

Set up Notifications

There are different types of notifications that can be managed through the Notifications setup, found under the Approval User Setup page. These are standard Business central style notifications, learn more Setting up approval workflow notifications - Business Central | Microsoft Learn

Notification type/trigger:

  • New Record – notification for a new record, for example a new incoming document.

  • Approval - notification for a new approval record, for example an approval of a purchase document.

  • Overdue – notification of overdue entries. When an entry is considered overdue is configured under each workflow, see section Workflows.

Notification method:

  • Email – an email is sent out to the user that should be notified.

  • Note – no email is sent out, only a notification in Business Central is created for the user.

  • Schedule/Occurrence settings - Notifications can be configured to be sent out immediately when a new record is triggering a notification. However, to limit the amounts of notifications sent, the notification schedule for a user can be set to send out a summary of the notifications created in different intervals. This must be configured on a user-by-user basis, the default value is immediate distribution of the notifications. For more details on the setup of notifications, see Setting up approval workflow notifications - Business Central | Microsoft Learn.

Simplified Approval Pages for Purchase Documents

Simplified approval pages for both purchase invoices and purchase credit memos. These pages display only the essential fields required for approvals, include a larger PDF preview for better document visibility, and now allow users to perform approval actions directly on the simplified pages, similar to the standard pages.

Permissions

To ensure efficient usage and access control, there are two distinct permission sets: Approver and Superuser.

Approver has targeted privileges, including the ability to handle approvals for purchase documents and access related Pryme AP Automation features out of the box.

Superuser has elevated privileges, including full access to all Pryme AP Automation features and comprehensive control over the system’s automation capabilities.