Automating Purchase Orders in Microsoft Business Central

  • Retail
  • Germany
  • 1200
This case study explores the integration of Automaited's AI-driven assistant with Microsoft Dynamics Business Central at a prominent retail company. The focus is on automating the process of purchase order creation, a critical aspect when products are in demand but out of stock.

Highlights

  • 85% Reduction in Time for Purchase Order Creation
  • Increased Accuracy in Data Processing
  • Automated Inventory Management

Project Scope

Use Cases

Digital Mailroom
Document Automation
Invoice Automation
Order Automation
Inquiry Automation
System Navigation
Document Management
Data Handling
Ticket Handling
Ticket Creation
Data Extraction
Data Extraction
Logistics
Data Modification
Marketplace
Tourism
Navigation
Data Entry
Utilities
Housing
Invoice Correction

Applications Used

The integration of Automaited with our Microsoft Dynamics Business Central system has been a game-changer, especially in managing out-of-stock situations. The time and accuracy improvements in purchase order creation are phenomenal

Chief Information Officer

Chief Information Officer

The Challenge

The company faced significant challenges in manually creating purchase orders in Microsoft Dynamics Business Central. This process was cumbersome due to:

  • Navigating through various Microsoft Dynamics Business Central modules
  • Manually entering product details and supplier information
  • Coordinating with different departments for order approvals
  • Ensuring accuracy in data entry to prevent order delays or errors

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Project Scope

Use Cases

Data Modification

Applications Used


Implementation

Project Scope

Use Cases

  • Purchase Order Creation
  • Inventory Management

Applications Used

  • Microsoft Dynamics Business Central

Automaited’s solution focused on automating the entire process of purchase order creation within Microsoft Dynamics Business Central.

Result

Previous Manual Process

The manual procedure involved multiple steps:

  • Identifying out-of-stock products through inventory checks.
  • Accessing different modules in Microsoft Dynamics Business Central for order creation.
  • Manually entering product, supplier, and order details.
  • Coordinating with procurement and finance departments for order approval and validation.

Automated Process

With Automaited's AI assistant:

  • Automatic detection of out-of-stock products and initiation of purchase order creation.
  • AI-driven data entry for product and supplier details in Microsoft Dynamics Business Central.
  • Automated coordination for internal approvals and validations.
  • Real-time updates and notifications on the order status.

The adoption of Automaited's solution resulted in remarkable improvements:

  • Efficiency: Substantial decrease in time required for creating purchase orders.
  • Accuracy: Marked reduction in data entry errors, ensuring correct orders.
  • Inventory Management: Improved oversight and management of stock levels, leading to better customer satisfaction.

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