New Comparing data project suggestions

[RPA_Dev13]

Hi Everyone,

This is a project design suggestion. I have outlined a new project scenario below and would appreciate your best suggestions to start designing it:

1. Invoices in PDF format from multiple suppliers, each with different formats.
2. Reading the invoices using Document Understanding or another method you suggest. The data includes( PO Number, Date, VAT, Company Name, Amount, and Reference Number.)
3. An Excel file containing a data table containing the following columns(export from the system): PO Number, Date, VAT, Company Name, Amount, and Reference Number.
4. Compare the data extracted from the PDF files with the corresponding data in the Excel file.
   5-send email for data not matching and incorrect

Any suggestions will appreciated

Thank you!

[ashokkarale]

@RPA_Dev13,

Document Understanding would be the best solution here as you are expecting multiple formats of the documents.

Feel free to ask if anything else.

Thanks,
Ashok

[RPA_Dev13]

I think so will be a great one, but what about the other steps?

[ashokkarale]

@RPA_Dev13,

DU will handle point 1 & 2.

@RPA_Dev13

An Excel file containing a data table containing the following columns(export from the system): PO Number, Date, VAT, Company Name, Amount, and Reference Number.

For this use Read range activity

@RPA_Dev13

Compare the data extracted from the PDF files with the corresponding data in the Excel file.
5-send email for data not matching and incorrect

For this, DU will output the PDF details. Compare it with step 3 excel file data using LINQ/Filter Datatable/or any way fits at the place.

@RPA_Dev13

send email for data not matching and incorrect

For this prefer SMTP send mail activity as it’s it’s faster and don’t require outlook installed. Other ways would be Office 365 Send Mail and Outlook Send Email

Thanks,
Ashok

[RPA_Dev13]

@RPA_Dev13

This is a project design suggestion. I have outlined a new project scenario below and would appreciate your best suggestions to start designing it:

1. Invoices in PDF format from multiple suppliers, each with different formats.
2. Reading the invoices using Document Understanding or another method you suggest. The data includes( PO Number, Date, VAT, Company Name, Amount, and Reference Number.)
3. An Excel file containing a data table containing the following columns(export from the system): PO Number, Date, VAT, Company Name, Amount, and Reference Number.
4. Compare the data extracted from the PDF files with the corresponding data in the Excel file.
   5-send email for data not matching and incorrect

Great I will start and back to YOU ASAP, THANKS

[ashokkarale]

@RPA_Dev13,

Good luck!

For now you can close the thread by marking answer as solution. Create new thread with specific issue or suggestion so it will get noticed by experts.

Thanks,
Ashok