diff --git a/business-central/TOC.md b/business-central/TOC.md index 62906b188..ff89c5dff 100644 --- a/business-central/TOC.md +++ b/business-central/TOC.md @@ -2659,7 +2659,7 @@ ms.service: dynamics-365-business-central ### [Set up Sales Order Agent](sales-order-agent-setup.md?toc=/dynamics365/business-central/toc.json) ### [Process sales quotes and orders with Sales Order Agent](sales-order-agent-process.md?toc=/dynamics365/business-central/toc.json) ### [Responsible AI FAQ for Sales Order Agent (preview)](faqs-sales-order-taker-agent.md?toc=/dynamics365/business-central/toc.json) -## Payables Agent (preview) +## Payables Agent ### [Payables Agent overview](payables-agent.md?toc=/dynamics365/business-central/toc.json) ### [Set up Payables Agent](payables-agent-setup.md?toc=/dynamics365/business-central/toc.json) diff --git a/business-central/faqs-payables-agent.md b/business-central/faqs-payables-agent.md index aff7b432f..3d242671f 100644 --- a/business-central/faqs-payables-agent.md +++ b/business-central/faqs-payables-agent.md @@ -12,15 +12,10 @@ ms.reviewer: jswymer ms.collection: - bap-ai-copilot --- -# FAQ for Payables Agent (preview) - -[!INCLUDE [preview-banner](~/../shared-content/shared/preview-includes/preview-banner.md)] +# FAQ for Payables Agent These frequently asked questions (FAQ) describe the AI impact of Payables Agent feature in Business Central. -[!INCLUDE [preview-note](~/../shared-content/shared/preview-includes/production-ready-preview-dynamics365.md)] - - ## What is the Payables Agent? The Payables Agent is an integrated copilot with agent capabilities that automates the task of creating purchase invoices. It starts by receiving a vendor's invoice attached to an e-mail. The agent analyzes the email attachment content, identifies the vendor from the registered list in Business Central, and prepares a draft purchase invoice with the requested invoice lines. It also offers the capability to help with vendor creation as part of this process. @@ -97,7 +92,7 @@ The Payables Agent was tested for accuracy and safety. - The agent reads inbound email from a shared inbox on Microsoft Exchange. Learn more in [Set up email](admin-how-setup-email.md). The agent doesn't support other ways to receive email. - The agent doesn't process the email body—it processes only attachments. - The agent processes only PDF attachments up to 5 MB. -- The agent processes only PDF attachments up to 10 pages. This limitation might be enforced only from public preview onward. +- The agent processes only PDF attachments up to 10 pages. - Email messages generated by the agent might contain incorrect information. The agent asks a human user to review and edit every outbound message if necessary. ### Entities and data the agent works with @@ -159,7 +154,7 @@ Additionally, in Business Central, you can set up and use approval workflows to ## Is this capability extensible? -No. Microsoft creates and maintains the Payables Agent, and its code isn't extensible by other solutions or plugins. +The Payables Agent app is currently not extensible. However, the underlying E-Documents framework is extensible. ## Related information diff --git a/business-central/media/payables-agent-setup.png b/business-central/media/payables-agent-setup.png index e3cba0033..a43f1e163 100644 Binary files a/business-central/media/payables-agent-setup.png and b/business-central/media/payables-agent-setup.png differ diff --git a/business-central/payables-agent-setup.md b/business-central/payables-agent-setup.md index c4a907295..63206402d 100644 --- a/business-central/payables-agent-setup.md +++ b/business-central/payables-agent-setup.md @@ -11,18 +11,12 @@ ms.collection: - bap-ai-copilot ms.search.form: 3304_Primary --- -# Set up Payables Agent (preview) - -[!INCLUDE [preview-banner](~/../shared-content/shared/preview-includes/preview-banner.md)] +# Set up Payables Agent The Payables Agent in Business Central automates processing of vendor invoices received from vendors through email as PDF documents. This article explains how to set up, activate, configure the Payables Agent, and manage user access. Learn more about the agent in [Payables Agent overview](payables-agent.md). -[!INCLUDE [preview-note](~/../shared-content/shared/preview-includes/production-ready-preview-dynamics365.md)] - - - ## Prerequisites Before configuring and activating the Payables Agent, ensure the following prerequisites are met: @@ -52,7 +46,7 @@ The agent capability is on if the ![Shows the Payables Agent icon](media/payable ![Shows the Payables Agent icon on a role center](media/payables-agent-in-role-center.svg) -If the icon isn't present, turn it on from the **Copilot & agent capabilities** page, like other Copilot features in Business Central. The Payables Agent is listed under **Production ready previews**. Learn more in [Configure Copilot and AI agent capabilities](enable-ai.md). +If the icon isn't present, turn it on from the **Copilot & agent capabilities** page, like other Copilot features in Business Central. The Payables Agent is listed under **Generally available**. Learn more in [Configure Copilot and AI agent capabilities](enable-ai.md). Next, configure and activate the agent so it can process vendor invoices. @@ -67,7 +61,6 @@ Configure and activate the Payables Agent for your company. Only one Payables Ag ![Shows the Payables Agent configuration wizard](media/payables-agent-setup.png) The configuration of an agent can span multiple pages in the configuration. For the Payables Agent, two more configuration options are available on the next page. Use the navigation action on the right side of the wizard to progress to the next page of the wizard. - ![Shows the second page of the Payables Agent configuration wizard](media/payables-agent-setup-page2.png) 1. **Get sample invoices** diff --git a/business-central/payables-agent.md b/business-central/payables-agent.md index 982a7728c..eec896384 100644 --- a/business-central/payables-agent.md +++ b/business-central/payables-agent.md @@ -1,5 +1,5 @@ --- -title: Payables Agent overview (preview) +title: Payables Agent overview description: Payables Agent automates vendor invoice processing in Business Central. Speed up accounts payable, reduce bottlenecks, and simplify invoice management. ms.date: 10/10/2025 ms.update-cycle: 180-days @@ -11,9 +11,7 @@ ms.collection: - bap-ai-copilot ms.search.form: 4400, 4410 --- -# Payables Agent overview (preview) - -[!INCLUDE [preview-banner](~/../shared-content/shared/preview-includes/preview-banner.md)] +# Payables Agent overview The Payables Agent solves a decade-old challenge: end-to-end processing of vendor invoices. Processing vendor invoices often creates bottlenecks and relies on accounting knowledge and mapping data and business rules to register invoices correctly. @@ -21,17 +19,12 @@ The core goal for the Payables Agent is simple: get accounting skills and help r The Payables Agent monitors mailboxes for incoming vendor invoices, uses AI to analyze invoice content, and shows invoice drafts to agent supervisors for review. Ideally, users make few or no corrections before finalizing drafts, so invoices are ready for approval and posting. -[!INCLUDE [preview-note](~/../shared-content/shared/preview-includes/production-ready-preview-dynamics365.md)] - - > [!NOTE] > [!INCLUDE[copilot-language-support-en-only](includes/copilot-language-support-en-only.md)] -## Functionality in the preview +## Upcoming functionality -This preview doesn't represent the full vision of the Payables Agent. The Payables Agent is in its early stages, and more features and AI capabilities are coming. - -Eventually, the agent will help with: +The Payables Agent is in its early stages, and more features and AI capabilities are coming. Eventually, the agent will help with: * Purchase order matching * Approval flows @@ -44,8 +37,6 @@ The end-to-end process handled by the Payables Agent is shown in the following f ![Shows the Payables Agent flow](media/payables-agent-flow.png) -The dashed steps in the image represent steps that—in time—are intended to be optional depending on configuration. In the public preview release, these steps aren't optional. - 1. **Vendor or employee:** Vendor sends an email to a mailbox monitored by the agent. Alternatively, an employee forwards a vendor invoice to the mailbox. 1. **Payables Agent:** Picks up unread email in the monitored mailbox. It then imports the email and creates an entry in **Inbound E-Documents** for every PDF attachment, if any exists. 1. **Agent supervisor:** Reviews the email and PDF, if any was attached.