Pull flagged invoices
A scheduled run gets posted invoices flagged for EDI from Dynamics 365 Business Central.
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Match Dynamics 365 Business Central invoices to the order and shipment, then upload an EDI 810 over FTP/SFTP or alert AR in Microsoft Teams on a mismatch
Apps used in this template
About this template
An EDI 810 with a wrong price or quantity leads to retailer deductions that AR finds weeks later. On a schedule, this template pulls flagged Dynamics 365 Business Central invoices with their order and shipment, checks unit price, quantity and payment terms, then uploads an EDI 810 over FTP/SFTP or stops and alerts AR in Microsoft Teams.
Key benefits
Inside the flow
On a schedule, the flow pulls flagged invoices from Dynamics 365 Business Central with headers, lines, shipment and sales order data, then checks unit price, quantity and payment terms. Matches become an EDI 810 uploaded over FTP/SFTP; mismatches stop and alert AR in Microsoft Teams.
A scheduled run gets posted invoices flagged for EDI from Dynamics 365 Business Central.
Invoice headers and lines, sales shipment, sales order and sales lines are retrieved.
The flow checks invoice price against order price, invoice quantity against shipped quantity and payment terms.
When all checks pass, OpenAI maps the data, it is converted to JSON and then to an X12 EDI 810.
The EDI 810 is uploaded to the trading partner's FTP/SFTP folder.
If any check fails, the 810 is not sent and AR gets a Microsoft Teams message with the details.
Send EDI invoices that match the order and shipment the first time.
01
Price and quantity mismatches are caught before the retailer sees them.
02
Invoice, order and shipment are reconciled by the flow.
03
Clean EDI 810 files are more likely to process without disputes.
04
AR learns about a mismatch before the invoice is sent, not weeks later.
01
Price and quantity mismatches are caught before the retailer sees them.
02
Invoice, order and shipment are reconciled by the flow.
03
Clean EDI 810 files are more likely to process without disputes.
04
AR learns about a mismatch before the invoice is sent, not weeks later.
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Questions & answers
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