About this role
Requirement: Exp: 3-5 Yrs Existing Automation : The current invoice processing solution is automated using Power Automate Desktop, Power Automate Cloud Flows, and an AI Document Processing Model. Existing Process Flow Vendors send invoices through email. The bot monitors the mailbox and downloads invoice attachments. Invoices are received from 11 different vendors, each having different invoice formats/templates. An AI model extracts key invoice details such as: Vendor details, Invoice Number, Invoice Date, Purchase Order (PO) Number, Invoice Amount, Line Item Information Extracted data is stored in a SharePoint List for tracking.
The bot reads the extracted data from SharePoint. Using UI automation, the bot logs into the AX Windows application. Invoice details are entered into AX and the invoice creation/posting process is completed. Processing status is updated for monitoring and reporting.
Business Requirement for D365 The business wants to eliminate the dependency on: AX Windows application Power Automate Desktop UI automation SharePoint-based intermediate processing and move to a D365 Invoice Capture based solution. D365 Task : Vendor invoices are received through configured intake channels such as Email. D365 Invoice Capture automatically imports and processes incoming invoices. AI-powered extraction captures invoice header and line-item details. Extracted data is validated within D365 Invoice Capture. Purchase Order matching and business rule validations are performed directly in D365. Validated invoices are automatically created as Vendor Invoices in D365 Finance. Invoice approval, processing, and posting are managed within D365 without any UI automation. Users can track and monitor invoice status directly from D365 Finance.
D365 Skills required : Microsoft Dynamics 365 Finance D365 Invoice Capture Setup & Configuration D365 Finance Integration