Business Central document automation for distributors
DynamoDocs captures the bulk customer POs with many SKUs, supplier invoices to match against receipts, and drop-ship orders that distributors deal with every day, reads them with AI, validates every field, and posts them into Business Central. Your team reviews the exceptions instead of retyping each one.
30-minute session · run against your own Business Central document types · no commitment
- 5–10 minutes of manual entry per document into Business Central, gone
- 100% validated before anything posts to Business Central
- PDF · Excel · EDI · image · email
DynamoDocs automates Business Central document entry for distributors. For distributors, bulk customer POs with many SKUs and supplier invoices that must match receipts arrive nonstop and get keyed line by line before anything ships. DynamoDocs captures each document, AI reads and classifies it, suggests GL coding, validates it, and posts approved records into Business Central through the Business Central API v2.0, so orders ship on time and supplier bills reconcile against receipts. Dynamics 365 Business Central (formerly NAV / Navision) is the go-to ERP for growing SMBs on the Microsoft stack.
Business Central × Distribution & Wholesale
Customer POs into Business Central sales orders
Business Central handles distribution well, but incoming customer POs rarely use your item numbers. They use the customer's, which is where manual order entry gets slow and error-prone.
DynamoDocs reads each PO and posts a sales order through the Business Central API v2.0 with the customer number, the customer's PO number as the external document number, and each line's item number, quantity, and unit price. It does not translate customer SKUs into your items, so lines that do not carry your item numbers are fixed in review. Supplier bills become purchase invoices.
Before an order reaches Business Central, DynamoDocs checks the document itself: line totals that do not add up to the order total, a missing customer, or a PO number that customer already sent are flagged first, so an order clerk fixes one field instead of voiding an order.
A distribution & wholesale quirk on Business Central
Receipts come from packing slips
Three-way matching is off by default. When a distributor turns it on for Business Central, the receipts it matches against come from documents captured in DynamoDocs (packing slips, and advance ship notices only if you choose to count them), because the cloud connectors do not read receipts back out of the ERP. A distributor who wants quantity checks needs those packing slips arriving in the same queue as the invoices.
The mapping
How Distribution & Wholesale paperwork posts into Business Central
Each document is validated, then delivered to Business Central as the record below.
| What distributors send | Where it lands in Business Central |
|---|---|
| Bulk customer PO with many SKUs and unit-of-measure quirks | a sales order |
| Supplier invoice that must match a receipt and PO | a purchase invoice |
| Drop-ship PO routed straight to a vendor | a sales order |
| EDI 850 from a partner, or a PDF PO from everyone else | a sales order |
| Freight bill coded across cost centers | a purchase invoice |
| Made-to-order RFQ or request for pricing | a sales quote in Business Central |
A worked example
Business Central for distributors, from inbox to posted record
Imagine a wholesale distributor running Business Central that receives a 60-line bulk purchase order from a grocery chain, every line uses the customer's SKU, not yours. DynamoDocs picks it up from the monitored inbox (or a drag-and-drop upload), and AI reads every field and line, no template required. Each line gets a suggested GL account from your rules and coding history, then the document is validated against totals, required fields, and your own checks. Anything that fails is flagged field-by-field for a quick review; everything clean posts straight into Business Central as a purchase invoice through the Business Central API v2.0. Connects to Business Central online through the standard API v2.0, signed in with an Azure AD app registration. Your distribution & wholesale team reviews the occasional exception instead of retyping the whole document, so orders ship on time and supplier bills reconcile against receipts.
Specific to Business Central
How the Business Central connection works for distributors
Dynamics 365 Business Central (formerly NAV / Navision) is the go-to ERP for growing SMBs on the Microsoft stack.
API v2.0
Connects to Business Central online through the standard API v2.0, signed in with an Azure AD app registration.
Native records
Posts purchase invoices, sales orders, and sales quotes, creating the header and then each line.
Your numbers
Carries the vendor or customer no., the vendor invoice no., and each line's item or G/L account no. through the map.
Curious what this saves at your distribution & wholesale volume on Business Central? Model it on the savings calculator
Questions, answered
Business Central for Distribution & Wholesale FAQ
Does DynamoDocs read goods receipts out of Business Central for three-way matching?
No. Three-way matching is off by default, and on the cloud connectors its receipts come from documents captured in DynamoDocs: packing slips, and advance ship notices only if you turn that on.
Can EDI customers’ orders post to Business Central as sales orders?
Yes. DynamoDocs reads the X12 850, answers with a 997 and an 855 once the order passes validation, and posts a Business Central sales order. Each trading partner still runs its own test cycle before going live; none certifies DynamoDocs in advance.
How does DynamoDocs handle distribution & wholesale documents on Business Central?
For distributors, bulk customer POs with many SKUs and supplier invoices that must match receipts arrive nonstop and get keyed line by line before anything ships. DynamoDocs captures each of those documents from a monitored mailbox or upload, reads every field with AI (no per-vendor template), suggests a GL account for each line, and posts it into Business Central through the Business Central API v2.0. Connects to Business Central online through the standard API v2.0, signed in with an Azure AD app registration. Clean documents post automatically; only exceptions reach a person, so orders ship on time and supplier bills reconcile against receipts.
How does a bulk customer po with many skus and unit-of-measure quirks post into Business Central?
It becomes a sales order in Business Central, with header and line-item fields validated before anything posts. Posts purchase invoices, sales orders, and sales quotes, creating the header and then each line. A visual field-mapping engine shapes the record into exactly what Business Central expects, so nothing is retyped and nothing posts half-filled.
Does it assign cost center and warehouse on Business Central records?
DynamoDocs suggests a GL account for each line from your keyword rules and from how the same part or description was coded before, and a person confirms it. It does not assign cost center and warehouse. The Business Central connector posts a fixed set of fields (party, dates, currency, and each line's account or item, quantity, and amount), so those codes are added in Business Central after the record lands. Anything that fails a validation rule is flagged field-by-field for a quick fix before it posts.
How do purchase orders and RFQs from distributors post into Business Central?
Purchase orders become a sales order and RFQs become a sales quote in Business Central, with every line, bulk customer POs with many SKUs included, read and validated first. Carries the vendor or customer no., the vendor invoice no., and each line's item or G/L account no. through the map.
How much time and money does this save distributors on Business Central?
Keying one document into Business Central typically takes 5–10 minutes and costs $2–$6 in labor, before the cost of fixing a mis-keyed line. DynamoDocs does it in seconds and only flags exceptions, so the labor left is the review time on those, while orders ship on time and supplier bills reconcile against receipts.
See it run on your Distribution & Wholesale documents
Bring a real invoice, PO, or RFQ and watch it go from inbox to posted in Business Central in about 30 minutes.
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