Vendor invoice posting

When an approved vendor invoice reaches the queue, a Beam agent reads the header and lines through the Business Central API, matches them to the purchase order and receipt, and posts the entry when the approved rule is satisfied. It updates the vendor record and notifies the buyer that the invoice cleared. Matches within tolerance move without a pause. If amounts differ beyond the allowed variance, a line lacks a matching receipt, or the vendor sits on hold, the agent leaves the invoice unposted and routes it to accounts payable with the mismatch spelled out.

Sales order updates

Agents keep sales orders current as events happen upstream. When a shipment confirms or a customer edits an order, the agent reads the order in Business Central, applies the approved rule for what may change, and updates quantities, dates, or status. It then notifies the assigned rep. Routine edits inside policy go through directly. Orders that would breach a credit limit, change pricing outside the agreed band, or affect an already-shipped line are paused and handed to a person, so no financial commitment shifts without human sign-off.

Ledger and account lookups

Agents query Business Central for figures other work depends on, such as an account balance, a customer's open items, or stock on hand. The agent reads the value, checks it against the approved rule for what is current and complete, and feeds it into a report, a reply, or another system. No posting happens during a lookup. When the books are mid-close, a dimension is missing, or two records disagree, the agent stops and asks finance rather than passing along a number it cannot stand behind.