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Creating a sales order from a PDF

  • 1.  Creating a sales order from a PDF

    GOLD CONTRIBUTOR
    Posted 2 days ago
    Looking for solutions to automate creating a NAV sales order from a PDF file.  A large percent of our orders come in via an email with a PDF document attached.  Our current process is for Customer Service to review the email/PDF and key the order into NAV.  We would like to eliminate as much of the manual process as we can.

    We are currently on NAV 2016.

    Thanks in advance for any input/insight.

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    Bill Blomker
    IT Director
    Crest Healthcare Supply
    Dassel, Minnesota
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  • 2.  RE: Creating a sales order from a PDF

    Posted yesterday
    Hi Bill,

    You could try one of the RPA solutions that are out there. I've been learning UI Path, and it has capabilities to ingest PDF documents and understand the text. It even has ML/AI capabilities to understand variations in the documents if they aren't consistent. Then you can use the framework to enter the data into NAV directly, or using web services if you publish your page.

    HTH,

    Kevin

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    Kevin Stone
    Software Development Manager
    Red River
    Claremont NH
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  • 3.  RE: Creating a sales order from a PDF

    Posted yesterday
    Hi Bill,

    You may want to look into Continia Document Capture.

    Document Capture - Streamline and automate every step of daily document handling (continia.com)

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    Leslie Adams
    Liberty Grove Software
    Toronto IL
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  • 4.  RE: Creating a sales order from a PDF

    GOLD CONTRIBUTOR
    Posted yesterday
    Hey Bill,
    I second Leslie - Look at Continia.  It is a reasonably priced solution that is easy to get going.

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    Ryan Ketterling
    Business Automation Specialists of MN, Inc.
    Minneapolis MN
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