Dynamics Community Forum Thread Details

Automate Purchase Invoice Creation from PDF Purchase Orders and Posted Receipt Lines

Hi everyone,

I have a requirement in **Microsoft Dynamics 365 Business Central Version 28.4** and would appreciate some guidance on the best approach.

I receive a PDF document that contains multiple **Purchase Order (PO) numbers**, and under each PO number, the PDF contains the related item details.

For example:

**PDF:**

* PO No. IMPPO2526000040

* Item A
* Item B
* Item C
* PO No. IMPPO2526000068

* Item D
* Item E

These Purchase Orders are already created in Business Central, and the corresponding **Purchase Receipts have already been posted**.

My requirement is:

1. Upload/attach the PDF to Business Central.
2. Read the Purchase Order numbers and item details from the PDF.
3. Create a **Purchase Invoice** for the relevant vendor.
4. For each PO number identified from the PDF, find the corresponding **posted Purchase Receipt lines** in Business Central.
5. Automatically add only the relevant receipt lines/items to the Purchase Invoice — similar to using **Get Receipt Lines**, but without manually entering/selecting each Purchase Order.
6. Ideally, the process should support a PDF containing a large number of Purchase Orders.

I have tried using **Payable Agent**, but it creates the Purchase Invoice without getting the required posted Purchase Receipt lines. Normal Purchase Invoice created.

Has anyone implemented a similar PDF → PO → Posted Receipt Lines → Purchase Invoice automation using Azure AI Document Intelligence, Power Automate, AI Builder, or AL?

Any architecture/code examples or recommendations would be greatly appreciated.

Thanks!