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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Automate sales order i...
Supply chain | Supply Chain Management, Commerce
Answered

Automate sales order input/ invoice input from PDF

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Posted on by Pradeep 47
Hi everyone,
Is there any way we can automate sales order input/invoices input in F&O from PDF form? I believe that there is no standard function to do this but wondering if it is possible by using Power apps or apps from Appsource or any customization.
 
Thank you!
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  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 305,173 Super User 2026 Season 1 on at
    Hi Pradeep,
     
    There are APIs that can read and write PDF files. I don't have experience with them myself. In that case, a customization would be possible. Next to that, there are actions possible to extract text or tables from PDF using Power Automate. You can read about it here: PDF actions reference - Power Automate | Microsoft Learn 
  • Verified answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Hi,
    As Andre said, there is no such out-of-the-box function, but you can use third-party tools (such as PDF OCR) to first extract the data from the PDF, then convert the data into a data format that can be recognized by the F&O system, and finally import it into the system automatically through the Power Automate.
    Best regards,
    Kevin

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