Tools
Eftsure inside Dynamics 365 provides several tools to assist the users and key users for project start or daily activities.
Manual Sync
The following buttons enables key users to manually schedule batches. Manual Sync may be useful for out of sync scenarios and flexibility. Most tasks can run either via batch or interactively.
Sync vendor(s) from Eftsure is scheduled to run every 15 minutes Sync to Eftsure in real time.
Go to Admin > Batches to check batch run.
Once the batch is completed, the infolog is displayed in the bottom including comments about the current run, including error messages and number of failed supplier code.
Include/Exclude vendors
This option allows system admin to exclude vendor OR vendor group before trying manual sync to/from Eftsure portal (standard function of D365 F&O).
Each exclude task has to be performed separately.
Run Filter query to exclude desired record(s).
If Exclude from Eftsure on Parameters is Yes, Exclude from Eftsure in the query will be blank.
Vice versa, if Parameter is No, Exclude from Eftsure in the query is Yes.
Run separate batches for each exclude task.
Exclude 1 vendor account
Run another batch to exclude vendor group.
Supplier Sync
The supplier sync cockpit holds the vendor download sync data while it's being downloaded from Eftsure, before local processing. If errors occur during the first local processing, the second attempt will retry the errors once.
The staging records will remain in the staging cockpit until the error is fixed. Until then, the matching bank account will display the Out of Sync status.
The key user needs to:
- Delete invalid errors
- Fix vendor issues manually, using the error log at the bottom of the screen
- Retry
To create unknown vendors, hit the Create Vendor(s) button to create vendors which don't currently exist in the system, using the Eftsure data and configuration from Eftsure parameters > Batches > Unknown vendors -- (Vendor Group and record template).
Administrator user can monitor the progress of the Eftsure batch during daily operations or during Go Live using the display at the bottom of the screen which shows the statistics of the current run:
Common errors:
- Vendor exists in Eftsure portal but not D365.
- Data quality with invalid ABN, BSB, supplier code
- New vendor is created after init step has been completed
Suggestion:
- Manually create vendor or bank account in D365 with vendor code and ensure supplier reference is the same with Eftsure portal OR
- Inactive vendor in portal and start new onboarding workflow
- Clean up vendor master
Search
The search feature allows users to search for any keyword in all Eftsure related fields, including messages, history, supplierCodes, etc...
This feature searches through many fields and table to compute results and may impact performances depending on your volume of data. Use this feature for system wide searches, use standard grid filters for quicker searches.
Data Reconciliation
Vendor
This screen shows the list of vendors in all legal entities. Use this list to filter through your data, import / export to excel, and reconciliate data before/after Go Live.
Bank accounts
This screen shows the list of vendors bank accounts in all legal entities. Use this list to filter through your data, import / export to excel, and reconciliate data before/after Go Live.
Rename
Vendor name(s)
This tool designed to assist renaming vendor names manually or in mass from entity name or government verified data.
It also keeps Eftsure in sync with the renames and can lead to verification status changes.
This screen show the 3 columns with vendor name related information:
- Vendor name: Current vendor name
- Entity name: name of the vendor entity as verified by Eftsure.
- Main trading name: government registered name
The rename menu offers the following options:
- Rename vendor from entity name: Overwrite current vendor name with the value in the entity name column.
- Rename vendor from main trading name: Overwrite current vendor name with the value in the main trading name column.
This tool is most useful during GoLive or for renaming vendors with Account name differs status in bulk, please use with care.
This tool is disabled if Vendor approval workflow is enabled.
Bank account name(s)
This tool designed to assist renaming vendor bank account names manually or in mass from entity name or government verified data.
It also keeps Eftsure in sync with the renames and can lead to verification status changes.
This screen show the 3 columns with vendor name related information:
- Vendor name: Current vendor name
- Bank account name: Current bank account name.
- Eftsure verified bank account name: name as verified/expected by Eftsure
- Entity name: government registered name
The rename menu offers the following options:
- Rename bank account from Eftsure verified name: Overwrite current vendor name with the value in the Eftsure verified bank account name column.
- Rename vendor from vendor name: Overwrite current vendor name with the value in the vendor name column.
- Rename vendor from entity name: Overwrite current vendor name with the value in the entity name column.
This tool is most useful during GoLive or for renaming vendors with Account name differs status in bulk, please use with care.
This tool is disabled if Bank account approval workflow is enabled.
Change supplier codes
Portal only
This tool allows Eftsure inside Dynamics 365 to rename existing supplier codes in Eftsure portal without interfering with D365 data. This tool is useful for existing customers who wish to rename their supplier codes before going live.
To assist you in this task, you can export the unfiltered vendor list from Eftsure portal and import the file into this screen. Use the Import/Export buttons to allow bulk processing.
Once the data is ready and verified, use the Change supplier codes button to execute the request in Eftsure data.
This tool is for Pre-Go Live only, to update SupplierCode in Eftsure portal to be aligned with D365 supplierCode.
Do not create duplicates, use only when advised by your deployment team.
Example
The following screenshots shows the supplier codes being changed from Dynamics into the portal:
Function: This feature will allow key user to change supplier code in Eftsure to reflect correct mandatory format as per D365 F&O.
User has option to manually create or export provided template to either CSV or Excel then Import to the main table.
Before importing, please ensure all column headings are consistent with table grid.
All mandatory fields must be included in Import template.
Account Code Type contains 2 letters vendor country code for example AU, NZ, US etc
Save the record, click Change supplier codes.
Supplier code will be changed in Eftsure portal.
D365 only
This tool is used to change supplier reference within D365 only, to align with values in Eftsure portal.
This tool is mainly a Go Live tool for existing customers whose existing SupplierCode rule is different from the DataAreaId|VendorAccount|VendorBankAccountId format ([[A-Za-z0-9_-]]).
To reverse the change, load the same file with inverted columns.
To assist you in this task, you can export the unfiltered vendor list from Eftsure portal and import the file into this screen. Use the Import/Export buttons to allow bulk processing.
Once the data is ready and verified, use the Change supplier codes button to execute the request in Eftsure data.
Do not create duplicates, use only when advised by your deployment team.
Function: change existing supplier code in D365
