Power Platform Community Forum Thread Details

Hi,

Our current process to map customer insurance coverage data across multiple reports is done manually every two weeks. This is time-consuming and prone to errors.

The Current Process:

We download a report from the local insurance company containing buyer name, credit limit.
We have two reports in our ERP system:
- A customer report showing all existing customers with customer name and code
- A security report showing corporate customer name and code
These three reports have different columns that need to be mapped:
- The buyer name from the insurance report needs to be mapped to:
  - Customer name
  - Customer code
  - Corporate customer name
  - Corporate customer code
Currently, this data mapping is done manually by comparing the columns.

The Proposed Solution:
I want to create a Power Automate flow to automate and streamline this recurring data mapping process between the three reports.

Here is an example:

Report from local insurance company:

Buyer name	Credit limit	Payment terms
A Company	10000	OA 120
B Company	20000	OA 120
C Company	15000	OA 120
D Company	4000	OA 120
E Company	54000	OA 120

Customer report:

Customer name	Customer code	Customer country	Customer status	Customer stream
A Company	A222	US	Active	B
C Company	C333	UK	Active	A
R Company	R333	CHINA	Active	F
B Company	B423	INDO	Active	D
D Company	D444	THAI	Active	S
F Company	F423	UAE	Active	D
E Company	E444	EU	Active	F

Security report:

Customer Name	Corporate customer name	Corporate customer code	Security Type	Security No.
A Company	A Company	A222	2	1234
C Company	A Company	A222	2	1234
R Company	A Company	A222	2	1234
B Company	R Company	R333	2	2345
D Company	R Company	R333	1	3456
F Company	R Company	R333	1	4576
E Company	R Company	R333	1	5678