Read pdf and create a sales order

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Posted on by jeffgreenrc

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Hi,

I would to automate the creating of Sales order through PDF file upload.

On the SO create dialog, i would like to provide PDF file. The customize solution should read pdf files and create lines.

Guide me on how to achieve this requirement.

Thank you !

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Dynamics 365 Finance

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Martin Dráb 236,505 Most Valuable Professional on at

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Read pdf and create a sales order

It depends a lot on what's inside the PDF and whether the structure is stable.

Maybe you can write code with something like iText Core to extract data from known locations of the PDF.

But maybe you have PDF with scanned documents inside and various structures, therefore you'll effectively need OCR and (maybe) AI to interpret those images.

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