Job Description
Role Objective
To lead the implementation and optimization of ExFlow (SignUp Software) within the Dynamics 365 Finance & Supply Chain environment, ensuring a touchless, compliant, and efficient vendor invoice process.
Key Responsibilities
- Solution Design: Lead design workshops to map as-is manual AP processes to to-be automated ExFlow workflows.
- OCR & Data Capture Configuration: Setup and fine-tune ExFlow Data Capture (EDC) or integrated OCR services to maximize field recognition accuracy (Header and Line level).
- 3-Way Matching Logic: Configure complex matching rules between Vendor Invoices, Purchase Orders (PO), and Product Receipts, specifically handling price and quantity tolerances common in manufacturing.
- Workflow Engineering: Design and implement multi-level approval hierarchies using ExFlow’s Position-Based or Dimension-Based routing.
- Exception Handling: Create standard operating procedures (SOPs) for managing variances, Unmatched invoices, and ven...
To lead the implementation and optimization of ExFlow (SignUp Software) within the Dynamics 365 Finance & Supply Chain environment, ensuring a touchless, compliant, and efficient vendor invoice process.
Key Responsibilities
- Solution Design: Lead design workshops to map as-is manual AP processes to to-be automated ExFlow workflows.
- OCR & Data Capture Configuration: Setup and fine-tune ExFlow Data Capture (EDC) or integrated OCR services to maximize field recognition accuracy (Header and Line level).
- 3-Way Matching Logic: Configure complex matching rules between Vendor Invoices, Purchase Orders (PO), and Product Receipts, specifically handling price and quantity tolerances common in manufacturing.
- Workflow Engineering: Design and implement multi-level approval hierarchies using ExFlow’s Position-Based or Dimension-Based routing.
- Exception Handling: Create standard operating procedures (SOPs) for managing variances, Unmatched invoices, and ven...
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