Pull uninvoiced deliveries
Every 15 minutes, the flow queries SAP Business One for completed delivery notes with no invoice.
About this template
What This Workflow Does
Completed deliveries often wait days for a finance clerk to check freight, partial quantities and billing rules before keying the A/R invoice. Every 15 minutes, this template pulls uninvoiced SAP Business One delivery notes, has OpenAI validate them, posts the approved A/R invoices and emails the invoice details to the customer through Microsoft Outlook.
Key benefits
- Faster billing — Approved deliveries become A/R invoices within the next 15 minute run.
- Rule-based checks — OpenAI checks full or partial delivery, freight and invoicing preferences.
- No duplicate invoices — Only delivery notes without an invoice are picked up.
- Customer notice included — Invoice number, total and due date are emailed through Microsoft Outlook.
Inside the flow
How the template works
Every 15 minutes, the flow queries SAP Business One for uninvoiced delivery notes and OpenAI marks each one to invoice or hold. Approved deliveries become A/R invoices and the customer gets the details by Microsoft Outlook email.
Validate with OpenAI
OpenAI checks full or partial delivery, freight against allowed rules and the customer's invoicing preference.
Route approved deliveries
Only deliveries marked "Create Invoice" continue.
Post the A/R invoice
An A/R invoice is created in SAP Business One with the delivered items and quantities.
Fetch invoice details
The flow reads the invoice number, total, due date and the customer email from SAP Business One.
Email the customer
Microsoft Outlook sends the invoice details and payment terms to the customer.
Business Benefits
Close the gap between shipping and billing in SAP Business One.
01
Shorter billing delay
Validated deliveries are invoiced on the next run, not when a clerk gets to them.
02
Consistent validation
Partial deliveries and freight are checked against the same rules every time.
03
Less manual entry
A/R invoices are created from the delivery data without retyping.
04
Earlier customer notice
Customers receive invoice details and due dates by email right after posting.
05
No double billing
Only uninvoiced delivery notes are processed.
01
Shorter billing delay
Validated deliveries are invoiced on the next run, not when a clerk gets to them.
02
Consistent validation
Partial deliveries and freight are checked against the same rules every time.
03
Less manual entry
A/R invoices are created from the delivery data without retyping.
04
Earlier customer notice
Customers receive invoice details and due dates by email right after posting.
05
No double billing
Only uninvoiced delivery notes are processed.
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Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
How does sap business one delivery to ar invoice work?
Every 15 minutes, the flow finds uninvoiced delivery notes in SAP Business One, OpenAI validates them, approved ones become A/R invoices and the customer is emailed through Microsoft Outlook.
What does OpenAI check?
What happens to deliveries that fail validation?
Can it create duplicate invoices?
What needs to be in place before it runs?
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Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
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
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
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
Founder and CEO
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
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
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
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
Founder and CEO
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
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
Technical Sales Specialist, Digitech
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
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.
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
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
Technical Sales Specialist, Digitech
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
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.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
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