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Automation Customer Invoice and Payment

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Posted on by Indrashis 60
Hi All,
 
Can we raise customer invoice automatically in D365 F&O? Concurrently, is it possible to automate customer payment process as well?
 
Thanks,
Indrashis Chakravorty
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,642 Super User 2024 Season 2 on at
    Automation Customer Invoice and Payment
    Hi Indrashis,

    Depending on the options available in your legacy system and the required performance, data management is one option, but you can also consider e.g. web-services or OData. What options are available on the other system?
  • Indrashis Profile Picture
    Indrashis 60 on at
    Automation Customer Invoice and Payment
    Hi Andre, 
     
    The pdf will be exported from legacy system and ingested in D365 F&O. As you have categorically mentioned that OCR is prone to errors, so when you suggest about structured files, do you mean to leverage Data Management or do you refer to other methodologies?
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,642 Super User 2024 Season 2 on at
    Automation Customer Invoice and Payment
    Hi Indrashis,
     
    What is the exact process where you have a PDF file for a sales invoice? What is the source of this file and aren't you able to get a structured file to be imported instead of the PDF? 
    If not, you would need to use an OCR solution. E.g. you can consider the AI Builder. Then the extracted text can be used for creating and posting invoices. Note that OCR might be error-prone compared to structured files.
  • BillurSamdancioglu Profile Picture
    BillurSamdancioglu 15,811 Most Valuable Professional on at
    Automation Customer Invoice and Payment
    What is the format,,?
  • Indrashis Profile Picture
    Indrashis 60 on at
    Automation Customer Invoice and Payment
    Hello Billur, 
     
    Bank statement to be imported must either be in MT940 or BAI2 format. But data which I am supposed to feed to F&O will not be aligned to any of these formats. This solution of bank statement import will not serve my intended purpose.
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 15,811 Most Valuable Professional on at
    Automation Customer Invoice and Payment
    For payment you may consider to use bank statement import.
     
  • Indrashis Profile Picture
    Indrashis 60 on at
    Automation Customer Invoice and Payment
    To cite an illustration, the sales invoice will be in pdf format and I will import this pdf in D365 F&O and subsequently this pdf must undergo file transformation to rejig the data as per the table structure of F&O to result in generation of Free Text Invoice.
     
    This is a kind of scenario which I am expecting to achieve through F&O.
  • Indrashis Profile Picture
    Indrashis 60 on at
    Automation Customer Invoice and Payment
    Hi Billur,
     
    I am seeking a solution which is independent of any integration. My concern is to achieve this scenario of automation purely through D365 F&O.
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 15,811 Most Valuable Professional on at
    Automation Customer Invoice and Payment
    There are multi ways to achieve. For orders once I used logicapps for integration.
     
    For Payments also can be used 
  • Indrashis Profile Picture
    Indrashis 60 on at
    Automation Customer Invoice and Payment
    Hi Billur,
     
    I will pay on the basis of something that has arrived.

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