Dynamics 365 Business Central: Copilot and agents - Improve purchase order matching in...

This feature improves PO matching quality in Payables Agent and aligns draft finalization behavior with existing posting controls. The agent uses an enriched PO Lines list page during matching that includes these fields: Line Amount — enables matching on value, not just descripti…

This feature improves PO matching quality in Payables Agent and aligns draft finalization behavior with existing posting controls. The agent uses an enriched PO Lines list page during matching that includes these fields: Line Amount — enables matching on value, not just description and quantity. This field is especially valuable for service lines where quantity (often just 1) isn't a meaningful discriminator. Expected Receipt Date — helps the agent factor in timing when multiple PO lines could match. By using these fields, the agent can more reliably distinguish between similar-looking PO lines, which improves accuracy in first-pass matches. The agent now respects the app's Never block draft finalization setting in the Receipt on Invoice field on purchase orders. This change means the agen