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Convert a PDF Purchase Order to Sales Order

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Posted on by CU08031935-0

I get Purchase Orders from my customers as PDF's in emails. I want to use OCR to convert these to Sales orders in Business Central to reduce the data entry time. Is there a way to do this?

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Dynamics 365 Business Central

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Ramesh Kumar 7,527 Super User 2025 Season 2 on at

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Hi,

Yes. This is possible in many different ways use.

You can explore AppSource for add-ons that integrate with Business Central and update fields. There are many excellent apps available for this functionality.

You can utilize the Power Platform to develop a custom solution.

Customization is another option to tailor the system to your specific needs.

https://learn.microsoft.com/en-ca/dynamics365/business-central/across-how-use-ocr-pdf-images-files

Thanks

Ramesh

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CU08031935-0 on at

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@Ramesh Kumar - Thank you for the reply and information!

Do you have any suggestions for add-ons from AppSource?

Is there a how to for the other possible ways of doing this?

Cheers!

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Valentin Castravet 31,340 Super User 2025 Season 2 on at

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Continia Document Capture is one of the most popular third party add-ons for OCR Document Capture - automate your Accounts Payable process

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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YUN ZHU 95,329 Super User 2025 Season 2 on at

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Hi, You can try Microsoft's latest E-documents.

E-documents overview

https://learn.microsoft.com/en-us/dynamics365/business-central/finance-edocuments-overview?wt.mc_id=DX-MVP-5004336

BC26 also includes many updates:

Release Plan: E-commerce

https://learn.microsoft.com/en-us/dynamics365/release-plan/2025wave1/smb/dynamics365-business-central/planned-features?wt.mc_id=DX-MVP-5004336#e-commerce

Hope this helps.

Thanks.

ZHU

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Khushbu Rajvi. 20,275 Super User 2025 Season 2 on at

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Hope this helps as well: https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-use-ocr-pdf-images-files

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