Receive the invoice
A new email in the Outlook AP inbox starts the flow, and invoice attachments are extracted.
Read vendor invoices from an Outlook AP inbox with OpenAI, match them to SAP Business One purchase orders and goods receipts, and post, hold or reject the A/P invoice
Apps used in this template
About this template
AP clerks open every vendor PDF, look up the PO and goods receipt in SAP Business One and key the invoice by hand, so backlogs and overpayments build up. This template reads new invoices from the Outlook AP inbox with OpenAI, finds the matching purchase order and GRPO, runs a 3-way check on vendor, price tolerance, quantity and duplicates, and posts the A/P invoice or holds it with an email to the vendor.
Key benefits
Inside the flow
A new email in the AP inbox starts the flow; OpenAI extracts the invoice data and appse ai fetches the PO and GRPO from SAP Business One. OpenAI runs the 3-way check, and the result decides whether the A/P invoice posts, posts with a variance, or is held or rejected with a vendor email.
A new email in the Outlook AP inbox starts the flow, and invoice attachments are extracted.
OpenAI pulls the vendor, invoice number, line prices, tax and PO reference from the PDF or image.
If a PO number is present, the matching purchase order is fetched from SAP Business One; if not, Microsoft Teams is alerted.
The matching GRPO is fetched to compare delivered and billed quantities.
OpenAI checks vendor details, price tolerance, quantities and duplicates, and returns Approved, Approved with variance, Hold or Reject.
Approved invoices post as A/P invoices linked to the PO and GRPO; held or rejected ones trigger an email to the vendor.
Post clean vendor invoices in SAP Business One and stop the rest before payment.
01
Matching and posting run in the background instead of by hand.
02
Each invoice is checked against the live PO and GRPO in SAP Business One.
03
Price and quantity mismatches are stopped before posting.
04
Repeat invoice numbers are rejected before they reach the payment run.
05
Vendors get an email explaining the discrepancy instead of chasing AP.
01
Matching and posting run in the background instead of by hand.
02
Each invoice is checked against the live PO and GRPO in SAP Business One.
03
Price and quantity mismatches are stopped before posting.
04
Repeat invoice numbers are rejected before they reach the payment run.
05
Vendors get an email explaining the discrepancy instead of chasing AP.
Keep exploring
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Questions & answers
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