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EDIInvoicesERP

Business Central EDI 810 Invoice Generation with Pre-Send Match

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

Dynamics 365 Business Central
Dynamics 365 Business Central
OpenAI
OpenAI
FTP/SFTP
FTP/SFTP
Microsoft Teams
Microsoft Teams
Dynamics 365 Business Central
OpenAI
FTP/SFTP
Microsoft Teams

About this template

What This Workflow Does

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

  • Checked before sending — Price, quantity and terms are matched before any EDI 810 leaves.
  • Three-way match — Invoice, sales order and shipment are compared automatically.
  • Standard EDI output — OpenAI builds the 810 and it is converted to X12 before upload.
  • Mismatch alerts — AR gets a Microsoft Teams message describing the difference.

Template details

Steps
6
Apps
4 integrations
Flow
Dynamics 365 Business Central to FTP/SFTP
Mode
Scheduled
Category
EDIInvoicesERP
Version
v1.0

Inside the flow

How the template works

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.

01

Pull flagged invoices

A scheduled run gets posted invoices flagged for EDI from Dynamics 365 Business Central.

02

Gather order and shipment

Invoice headers and lines, sales shipment, sales order and sales lines are retrieved.

03

Match the fields

The flow checks invoice price against order price, invoice quantity against shipped quantity and payment terms.

04

Build the EDI 810

When all checks pass, OpenAI maps the data, it is converted to JSON and then to an X12 EDI 810.

05

Upload the file

The EDI 810 is uploaded to the trading partner's FTP/SFTP folder.

06

Alert AR on mismatch

If any check fails, the 810 is not sent and AR gets a Microsoft Teams message with the details.

Business Benefits

Send EDI invoices that match the order and shipment the first time.

01

Fewer deductions

Price and quantity mismatches are caught before the retailer sees them.

02

No manual three-way match

Invoice, order and shipment are reconciled by the flow.

03

Faster payment

Clean EDI 810 files are more likely to process without disputes.

04

Earlier fixes

AR learns about a mismatch before the invoice is sent, not weeks later.

01

Fewer deductions

Price and quantity mismatches are caught before the retailer sees them.

02

No manual three-way match

Invoice, order and shipment are reconciled by the flow.

03

Faster payment

Clean EDI 810 files are more likely to process without disputes.

04

Earlier fixes

AR learns about a mismatch before the invoice is sent, not weeks later.

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Customize the flow

Build Your Own Version of This Workflow

Every trigger and action this template uses is available in the appse ai builder, so the same flow can be rebuilt with your own routing, thresholds and destinations.

01

New item ledger entries created

Trigger when new item ledger entries are created in Business Central.

02

Contacts updated

Trigger when contacts are updated in Business Central.

03

New customers created

Trigger when new customers are created in Business Central.

04

Customers updated

Trigger when customers are updated in Business Central.

05

New salesorders created

Trigger when new salesorders are created in Business Central.

06

New sales invoices created

Trigger when new sales invoices are created in Business Central.

07

Opportunities created

Trigger when opportunities are created in Business Central.

08

New items created

Trigger when new items are created in Business Central.

09

Items updated

Trigger when items are updated in Business Central.

10

New contacts created

Trigger when new contacts are created in Business Central.

11

New sales shipments created

Trigger when new sales shipments are created in Business Central.

Questions & answers

Frequently asked questions

Everything you need to know about this template before you deploy it.

How does business central edi 810 invoice generation work?

On a schedule, flagged Dynamics 365 Business Central invoices are matched to their order and shipment, then sent as an EDI 810 over FTP/SFTP or held with a Microsoft Teams alert.

What does the match check?

What is an EDI 810?

What happens on a mismatch?

What needs to be in place before it runs?

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Hans Engstrom
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Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
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Founder and CEO
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Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Ramez Tacrity
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I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
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