Invoice capture

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Posted on by Naveena Reddy

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Hi Experts,

Can you please guide me on below requirement?

Does Microsoft has a new feature to take an email that has an attached *.xml and an *.PDF. Then extract data from the *.xml to create a pending vendor invoice and then attach the .pdf to the pending vendor invoice.

Kindly provide your suggestions.

Thanks & Regards,

Naveena G.

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Dynamics 365 Finance

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Martin Dráb 236,233 Most Valuable Professional on at

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Invoice capture

Aymen, you seemed to get confused by the name and didn't read my reply where I already explained that this feature is about something else. The feture uses OCR and AI to extract information from images, but it's not needed here. Naveena already has the data available in XML.

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Aymen CHELBI 376 on at

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Invoice capture

Hello,

You can find below the necessary information for the functionality you are looking for:

- TechTalk Invoice capture features and functionality - Dynamics 365 | Microsoft Learn

- Get started with Invoice Capture for Dynamics 365 Finance - TechTalk

- Automate your Accounts Payable process with invoice capture - Microsoft Dynamics 365 Blog

- Invoice capture solution overview - Finance | Dynamics 365 | Microsoft Learn

Best regards,

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Martin Dráb 236,233 Most Valuable Professional on at

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Invoice capture

There is a feature called Invoice capture, but you don't really need it in your case. You would use it if you didn't have the XML file with the data and you needed to extract the data from a picure.

In your case, you can simply use Power Automate (or something like that) to fetch the email and push the data to F&O. You can either transform the XML to a form that can be imported via F&O data management, or you'll extract the data and use F&O data entities through a connector.

The entities you could use are VendInvoiceHeaderEntity (public name VendorInvoiceHeader), VendInvoiceLineEntity (VendorInvoiceLine) and VendorInvoiceDocumentAttachmentV2Entity (VendorInvoiceDocumentAttachment).

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