ERP system,,, Automate the process of extracting invoice details

[gantamohan502]

I have a Task

• Your company receives invoices via email, and you need to automate the process of extracting invoice details (such as invoice number, date, amount) and uploading them into an ERP system. Describe how you would set up this automation using UiPath.

Thanks:

[mkankatala (Mahesh Kankatala)]

Hi @gantamohan502

→ Use the mail activities to read the mail and download the attachments.
→ For data extraction if the invoices are structured every time and it will be same format then you can the regular expressions to extract the required data and store in a datatable or in a variable.
→ Or else if the invoices are unstructured coming in different formats and scanned documents, then you can use the document understanding to extract the data.
→ Enter the extracted data to ERP portal then use the UI activities to enter the data.

Hope it helps!!

[bavyaravu133]

@gantamohan502

Follow this workflow steps:

-Use the “Get IMAP Mail Messages” or “Get Outlook Mail Messages” activity to retrieve emails from the designated inbox.
-Loop through the emails and use the “Save Attachments” activity to download invoice PDFs.

-Use the “Read PDF Text” or “Read PDF with OCR” activity to extract text from the invoices.
-Utilize Regex or other string manipulation methods to parse the necessary details (invoice number, date, amount).

-Open the ERP system using the “Open Browser” or “Open Application” activity.
-Use “Type Into” and “Click” activities to navigate through the ERP system and input the extracted invoice details.