best way to send invoice from power automate to finance and operation

(0) Share

Report

Posted on by Faisal alracheed

Hi,

what is the best approach of sending invoices from power automate to finance and operations ?

I have the same question (0)

All responses (6)

Answers (0)

Martin Dráb 239,040 Most Valuable Professional on at

Like (1)

Report
Copy link

Link copied!

Can you tell us more about what you mean by "sending invoices"? What is the input? What kind of invoice? What do you want to do with it in F&O? Do you know how to do it with Power Automate, or don't you even have the process designed in F&O? Are you familier with Power Automate in general?

Was this reply helpful? Yes No
Faisal alracheed 15 on at

Like (0)

Report
Copy link

Link copied!

Thank you Martin, this is all new to me .

actually am trying the vendor invoice automation where i am extracting vendor invoice from PDF using AI builder model then i need to push this invoice into the ERP using power automate.

Was this reply helpful? Yes No
Martin Dráb 239,040 Most Valuable Professional on at

Like (0)

Report
Copy link

Link copied!

It's seems that you're talking about a single invoice. There is an F&O connector that you could use.

Was this reply helpful? Yes No
Faisal alracheed 15 on at

Like (0)

Report
Copy link

Link copied!

Thanks a lot Martin, so i extract the invoice from the pdf through power automate AI model, then use the F&O connector to push this invoice, may you please share the connector name that i could use? and how this connector differ from using data packages ?

Was this reply helpful? Yes No
Martin Dráb 239,040 Most Valuable Professional on at

Like (1)

Report
Copy link

Link copied!

The connector is called Fin & Ops Apps (Dynamics 365).

What exactly do you mean by data package. Do you mean package as a source file type in F&O data management?

Was this reply helpful? Yes No
Faisal alracheed 15 on at

Like (0)

Report
Copy link

Link copied!

Thanks a lot Martin,

yes as i have seen blogs about pushing data packages which consists of three entities(header,lines,attachments) through power automate.

i have used the create record connector to create the invoice and it worked perfectly, thank you

but i can not map the PO number that was extracted from the AI builder as the invoice header entity does not have this field when being used in power automate.

thank you,

Was this reply helpful? Yes No