Hi, Readers.
Dynamics 365 Business Central 2026 wave 1 (BC28.1) is generally available. More details: Cumulative Update Summary for Microsoft Dynamics 365 Business Central (May, 2026)
Microsoft has introduced a highly efficient update to the Payables Agent, create new Purchase Invoice from PDF.
As you might know, the Payables Agent uses an internal email dispatcher running as a background task to continuously monitor a designated mailbox for incoming vendor invoices as PDF documents. The dispatcher triggers the agent to perform tasks and then imports the PDF document into Inbound E-Documents. More details: Payables Agent overview
Therefore, if no email is received or the employee does not send an email, the process cannot be initiated.
Payables Agent process flow:
Microsoft has made changes in this update. We can now manually upload a PDF to create a Purchase Invoice.
Choose New from PDF on the Purchase Invoices page.
Select a PDF file.
Below is my example.
PS: This will automatically enable the Payables Agent.
Then, a new Agent Task will be generated automatically. (When the agent considers a PDF document a valid vendor invoice with high confidence, it starts by identifying the vendor to create the purchase invoice draft.)
For example,
PS: The agent will stop when it cannot identify the vendor:
The Purchase document draft is where the agent’s draft details are shown to the user and where the agent explains why it made certain field value suggestions. The draft helps users learn about the agent’s reasoning and decide whether to adjust the draft details before finalising the draft.
On each section you’ll see hints about how many fields to review:
Each field where a review is required will have a tip that describes the agent’s reasoning behind setting the field’s value:
You can choose Done to complete the review.
YUN ZHU has reviewed the document on May 12 at 10:35 AM
Once you’ve confirmed everything is in draft, click Continue.
Task is in progress.
Complated Task
The purchase invoice was successfully created.
In my test, this process consumed 65 copilot credits.
PS: Dynamics 365 Business Central: How to monitor User AI Consumption Data within BC (Agent consumption overview)
This is fantastic! It saves a lot of time and effort in setting up e-documents and OCR, making everything seamless.
Hopefully, this feature can be added to other modules in the future, such as Sales Order and Purchase Order.
Give it a try!!!😁
PS: You can directly check the PDF file and extracted data on the Purchase document draft.
END
Hope this will help.
Thanks for reading.
ZHU
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