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Create Sales order from PDF of a customer

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Hello Community.

I have this kind of problem: a great customer send email with purchase order in an attached PDF that refer to a contract.

My need is to automatize the compilation of a sales order (or a sales quote) in BC but, if I use Outlook integration it does not watch inside the attached PDF so items will not be filled while, if I use OCR, Sales order are not supposed to be an Incoming Document from OCR.

How could I best manage this requisition?

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,180 Super User on at
    RE: Create Sales order from PDF of a customer


    a good solution would be to integrate BC with AI Builder and Power automate, with which you can create templates for reading documents.

    I attach an example of mine that extracts data from a photo

    check my answer if it helped you, thanks


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