DXC Agent for Bank reconciliation in D365 FSCM

Prerequisites

Start by setting up the prerequisite Microsoft Foundry and DXC Agent for finance & supply chain management - user guide

DXC Agent for Bank reconciliation

Enable feature

After deployment, find and enable the following features:

DXC Agent for bank reconciliation

All agents

Navigate to System administration > Agents for finance & supply chain management > All agent to setup the DXC Agent for bank reconciliation

When opening the form, it checks for any new agents and self populates from details from code

Information on fields.

Field	Description
Agent name	DXCAgentForBankReconciliation
Agent description	Agent for bank reconciliation
Agent connection details	Select the agent created in prerequisite Agent connection parameters
Enabled	Set to Yes in order to enable the agent
Enable agent response validation	Additional validation is available that can review the matching results from the agent instructions. Set to Yes to enable validation.

Bank accounts

Where you want the agent to automatically run when importing the bank statement, navigate to Cash and bank management > Bank statement reconciliation > Bank accounts.

Select the applicable company bank account, and where Reconcile after import is Yes you will be able to set Run reconciliation agent to Yes.

Note: The agent will only automatically run where: Bank account’s Reconcile after import is Yes, and Run reconciliation agent is Yes, and Import bank statement Reconcile after import is Yes