Why received goods sit uninvoiced in Dynamics 365 Finance and Supply Chain Management, and what an AI agent can actually do about it. Three-way matching, the accrued purchases balance, the automatic receipt matching that already runs, and the confirmation problem behind all of it: the person who knows what arrived usually has no ERP account.
Dynamics 365 already matches product receipts to invoices hourly or daily. The balance that will not clear is the residue the automation cannot resolve.
Ordered by chapter. Each post stands alone but builds on the one before it.
The two accounts a posted product receipt hits before the vendor invoice arrives. Together they are GRNI, which is why no account carries that name.
Two-way compares invoice price to purchase order price. Three-way adds the receipt quantity. Under two-way the product receipt is not tested at all.
Yes, in the background, hourly or daily, where a three-way policy exists. It also has a retry limit, so some lines stop being tried altogether.
In the vendor invoice automation workspace, under Documents not invoiced. It is an accounts payable view, which is why procurement rarely finds it.
The test is a quantity equality, and four things break it. Two are correct behaviour, two are errors, and the ledger cannot tell you which is which.
Yes, if the identity it runs under is allowed to. The posting goes through the same business logic, validations and workflows as a person in the client.
Not by borrowing one. Microsoft gives the ERP MCP server no anonymous path, so the confirmation has to be mediated and a known identity does the posting.
The record itself, from the ERP, after the write. A success message describes an intention, and an intention is not evidence of a posted record.
It applies, because the rules attach to roles and an agent holds roles. Microsoft own example is receipt of goods against payment to the vendor.
Six checks in the order that blocks a project. Version and tier are binary. The two that stop most pilots are who may connect and who owns the identity.