Process flow for Sales Order Creation

This is the process flow for Sales Order Creation:

• User receives the purchase order document in the form of PDF to the user with order details and the PDF can be stored in an email folder and local folder.
• The OCR extracts these details for the Business Partner, Sold-to Address, Ship-to BP, Ship-to address, Purchase order number, Item Code, Item Description, Quantity, Price, Currency, Planned delivery Date, planned receipt date using the IDP GEN AI:
  Note: If the extraction succeeds, RPA generates the sales order using the ION APIs.
• AI provides the BP ID, address IDs, Item ID, and checks for mandatory information.
• RPA validates for missing information. If the information is missing, user is notified through inbox alert and email with a drill-back link to IDM.
  Note: The user can manually specify purchase order in Infor LN or modify the PDF and reprocess if processing fails.
• The RPA monitors the configured email account and folder, and set the email as read after processing.
• The email moved to ProcessedEmailFolder if processing succeeds.
  Note: If the processing fails, the email is moved to UnProcessedEmailFolder.
• The PDFs are uploaded to Infor Document Management (IDM).
• The scanned PDF is uploaded to IDM. The user can access this PDF for in-context information.