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PDF (AI)

PDFs — supplier invoices, purchase orders received by email — carry no structure an X++ parser can rely on. The framework's approach: send the PDF to an AI provider with a prompt describing the expected fields, get structured JSON back, and process that JSON like any other inbound document.

Sample: purchase order import from PDF​

Classes DEVIntegTutorialPurchOrderOCRProcess (processing) and DEVIntegTutorialPurchOrderOCRManualImport (user-driven import). The flow:

  1. A user selects New order import and uploads the PDF.
  2. The framework calls the configured AI prompt (Google Gemini in the sample) and receives header/lines JSON.
  3. The JSON lands in staging tables where totals are validated against the document (total amount, total quantity) before a purchase order is created — the safeguard against recognition errors.

Operation parameters cover practical import questions, such as whether tax comes from the document or is calculated in D365FO.

Tutorial: Import purchase orders from PDF using AI — including a full production prompt for multi-page invoices.