Hi @Jentsch ,
Could you please share more details about your scenario? Which AI Model have you built, is it a Form Processing model from blank or the Invoice Processing? What type of file would you like to export to, Excel worksheet or PDF file?
I see 3 questions from you and I would answer them one by one.
1\ If your AI Model failed to extract proper data from an invoice, you could choose to retrain the Model. Without retraining, AI Model would not be more reliable if you simply enter the correct values. Please refer to below doc to know more about retraining AI Model:
https://docs.microsoft.com/en-us/ai-builder/manage-model#retrain-and-republish-existing-models
But if you are using Invoice Processing which is a tool pre-built by Microsoft, you will not be able to retrain it since it has been built with a well-trained AI Model.
2\ Since I’ve no idea about your App or your AI Model, the conservative answer for your question is when you have data from an invoice stored in Dataverse, you will be able to export it to a PDF file or Word document via Power Automate. It would not be a complex process and you will be able to find many tutorial in the Community and Videos in Youtube. See below links:
https://powerusers.microsoft.com/t5/Building-Power-Apps/Create-pdf-from-PowerApps-form-and-upload-it-to-SalesForce/td-p/147902
https://powerusers.microsoft.com/t5/Building-Power-Apps/Print-Facility-or-Export-to-PDF-the-Powersapps-form-anywhere-on/td-p/326655
Another choice is in the learning tutorial that you could directly export the extracted data from the invoice to Excel worksheet for you to preview:
https://docs.microsoft.com/en-us/learn/modules/ai-builder-invoice-processing/2-automate-workflow
3\ You could create an Official Email address as the recipient to whom all your “brick and mortar stores” send emails with invoices that coming from suppliers. Still using a to store the received invoice data into Dataverse and verify all records in Power Apps and export to document or PDF file. Below is a simply flow to demonstrate for you:
So this would cost only 1 Power Apps stand alone license and AI Builder license.
In conclusion, the whole scenario could be:
1\ Suppliers send Emails with invoices attached to the stores then stores forward it to the services mailbox which
has Power Apps and AI Model licenses.
2\ The services mailbox account using flow to extract data from received invoices, save data into Dataverse, using Power Apps to preview and verify.
3\ If data valid, using flow to send Emails back to stores with invoice data. If not, manually modify the data then save and send Emails.
Hope this helps.
Best regards,
Community Support Team _ Jeffer Ni
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