web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
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

(1) ShareShare
ReportReport
Posted on by Pradeep 45
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!
I have the same question (0)
  • Verified answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Automate sales order input/ invoice input from PDF
    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
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 298,578 Super User 2025 Season 2 on at
    Automate sales order input/ invoice input from PDF
    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 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Congratulations to the August Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Supply chain | Supply Chain Management, Commerce

#1
CA Neeraj Kumar Profile Picture

CA Neeraj Kumar 1,099

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 282 Super User 2025 Season 2

#3
BillurSamdancioglu Profile Picture

BillurSamdancioglu 215 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans