SO (Sales Order) Automation

We’re using a pre-trained document processer: Overview of document processing model - AI Builder | Microsoft Learn that you then teach with your own documents. Having it all in one flow in Power Automate does give you access to the Power Apps suite which is helpful - for example its very easy to give the customers shipping address to GPT, and it responds with a formatted address with the right number of fields, correct validation etc that works for Epicor. For us, with a lot of small orders to process every day its a good time saver.

The document processer is a premium app (or whatever they call it), so there is a cost, but Microsoft’s way of billing for this sort of thing I struggle to quite understand. I think you use AI builder credits. You get a certain amount of these with a Power Automate licence, but you’ll probably need more. Depending on the complexity, you could be using a lot per document.

@Mark_Wonsil explains it more here: Kinetic Order Entry Uploading w/SAP - #16 by Mark_Wonsil

EDIT - I should add I’m not the developer who is actually building this, so if there’s any technical questions I may not be best one to answer, but happy to try and help on the basis I know just about enough to be dangerous.

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