Business challenge:

Sales orders arrive from customers in unstructured formats that vary by customer and channel — PDFs, spreadsheets, and scanned forms. Manually interpreting these documents, validating customer and product details, and entering orders into Dynamics 365 Business Central or Finance & Supply Chain Management is labour-intensive and prone to transcription errors. Existing automation approaches require rigid document templates, making them brittle and costly to maintain, leaving order processing as a bottleneck that delays fulfilment and increases the risk of errors reaching the supply chain.

Core Features:

The Document to Sales Order Agent converts documents to validated Sales Orders in your ERP:​

• Sales Order document analysis - The Agent scans your received customer orders. It recognizes the communicated customer, ordered items and quantities.
• ERP validation and creation – Based on the identified values the data is validate from Dynamics 365 via MCP functionality, and also creates the Sales Order in the ERP via the same MCP
• Validation User Interface – Not everything can be matched, for this a validation User Interface is provided where a user can manually correct values before creating the Sales Order

Key benefits:

• Reduced labour time/costs associated with manual Sales Order Creation (which can take up to 0,5 hour per Sales Order)
• Faster processing of received Sales Orders increases customer satisfaction​
• Dedicated User Interface for validating data and correcting details if needed