Auto PO Confirmation from Email
The Auto Purchase Order (PO) Confirmation from Email is an enterprise automation for processing and confirming PO documents. It uses Infor Robotic Process Automation (RPA) and Infor Document Processor (IDP).
It automates the receipt and processing of PO confirmations, which arrive as PDF files by email.
The process involves storing PDFs in Infor Document Management (IDM) and using IDP to extract relevant information. Then, the extracted data is entered into M3 by using an API. Documents are uploaded to IDM.
These tasks are automated:
- Downloading of PDFs from a mailbox folder.
- Extraction of Purchase Order number, Header and line details.
- Uploading of document with relevant attributes into IDM.
- Validation of the details against M3.
This solution provides these benefits:
- Streamlined access to documents enables faster collaboration and reduces bottlenecks.
- All documents are securely stored in IDM, making them accessible and consistently organized.
- Automation reduces repetitive tasks and frees time for strategic work.
- Automated processes reduce the risk of human error during data entry and retrieval.
- Quick access to delivery-related documents enables prompt responses to customer inquiries.
In RPA, this solution is labeled M3PurchaseOrderConfirmation.