Smarter Purchase Order Line Matching with Copilot in Business Central

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With 12+ years of experience as a Microsoft Certified Dynamics 365 Consultant, including my role as COO and Co-founder, I've led over 30+ end-to-end implementations and played a key role in developing and designing three innovative products.

05/22/2025
11:34 am

🔍 What’s New?

Microsoft Dynamics 365 Business Central levelled up its AI capabilities with enhanced purchase order line matching using Copilot. This update makes it easier to match vendor invoices with purchase orders by intelligently identifying discrepancies and allowing users to resolve them, all within the Business Central interface.

Business Value

Processing vendor invoices can be time-consuming, especially when the lines don’t match exactly. With this update, Copilot helps:

Automate invoice-to-PO matching
Flag and resolve mismatches
Reduce manual data entry
Improve matching accuracy with AI

Whether you’re dealing with hundreds of line items or just a few inconsistencies, Copilot now makes the process faster, smarter, and more reliable.

Feature Highlights

AI-Powered Matching Logic Copilot goes beyond an 80% string match — it now includes item references and G/L account mappings, improving overall accuracy.

Resolve Line Discrepancies When an incoming invoice line doesn’t match the purchase order, Copilot allows you to create a new PO line, keeping the amounts aligned while customizing details like quantity, type, and description.

Save Matching Rules Enable Create Matching Rule to save successful mappings for future use — allowing Copilot to “learn” your preferences over time.

Available Worldwide Now in public preview for all localizations (English only), this feature is ready for sandbox and production environments

🖼️ See It in Action

Here’s how it looks when Copilot prompts you to create a new purchase order line from an incoming invoice:

e docs matching AI feature in Microsoft Dynamics 365 Business Central

In this example, the “Mexican Mocha Beans” line item wasn’t found in the original PO. Copilot allows you to:

Define the line type (e.g., G/L Account)
Enter quantity and cost
Enable Create Matching Rule for future automation

Result: A new line is added to the PO while maintaining the correct total, streamlining reconciliation and reducing back-and-forth.

🌍 Who Should Use This?

This feature is ideal for:

Finance & Procurement Teams
AP/AR Specialists
Any organization processing electronic vendor invoices
Companies seeking AI automation in their ERP workflows