Business Central document automation for field service and equipment companies

For field service and equipment companies, parts invoices, equipment POs, and service quotes shuttle between the field and the office and get re-keyed before billing or dispatch. 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 billing and dispatch stop waiting on re-keyed parts and equipment paperwork.

It becomes a purchase invoice 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.

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 work order and equipment or unit. 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.

Purchase orders become a sales order and RFQs become a sales quote in Business Central, with every line, parts and component invoices 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.

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 billing and dispatch stop waiting on re-keyed parts and equipment paperwork.