AI-Powered CSV Generator & FTP Upload Automation For Koczwara Vertrieb
<h2><b>1. Application Overview</b><b></b></h2><p>The <b>Automated Order-to-CSV System</b> is designed to automate the processing of customer orders received in PDF format and convert them into structured CSV files for further order processing.</p><p>The system enables users to:</p><p><!--[if !supportLists]-->· <!--[endif]-->Automatically process incoming customer order PDFs. </p><p><!--[if !supportLists]-->· <!--[endif]-->Extract relevant customer and order information. </p><p><!--[if !supportLists]-->· <!--[endif]-->Identify ordered items and quantities. </p><p><!--[if !supportLists]-->· <!--[endif]-->Match customer item codes with internal barcodes. </p><p><!--[if !supportLists]-->· <!--[endif]-->Generate standardized CSV files suitable for SAP import. </p><p><!--[if !supportLists]-->· <!--[endif]-->Automatically deliver completed CSV files to the client’s sFTP server. </p><p><!--[if !supportLists]-->· <!--[endif]-->Handle unmatched items and processing exceptions. </p><p>Overall, the system reduces manual order processing by managing the complete journey from <b>receiving a customer order PDF to generating and delivering an SAP-ready CSV file</b>. </p><h2><b>2. Order Data Extraction</b><b></b></h2><p>When a customer order PDF is received, the system automatically reads the document and extracts the required order information.</p><p>The extracted information includes:</p><p><!--[if !supportLists]-->· <!--[endif]-->Customer details. </p><p><!--[if !supportLists]-->· <!--[endif]-->Order number. </p><p><!--[if !supportLists]-->· <!--[endif]-->Order date. </p><p><!--[if !supportLists]-->· <!--[endif]-->Item codes. </p><p><!--[if !supportLists]-->· <!--[endif]-->Item descriptions. </p><p><!--[if !supportLists]-->· <!--[endif]-->Quantities. </p><p>The system supports different order layouts, including single-page and multi-page PDFs, and prepares the extracted information in a consistent format for further processing. </p><h2><b>3. Item Code and Barcode Matching</b><b></b></h2><p>After the order information has been extracted, the system matches the customer’s <b>item/article codes</b> with the corresponding <b>internal barcodes</b>.</p><p>The system can:</p><p><!--[if !supportLists]-->· <!--[endif]-->Match customer item codes with internal barcodes. </p><p><!--[if !supportLists]-->· <!--[endif]-->Standardize item codes before matching. </p><p><!--[if !supportLists]-->· <!--[endif]-->Identify items where no matching barcode is available. </p><p><!--[if !supportLists]-->· <!--[endif]-->Flag unmatched items for review. </p><p><!--[if !supportLists]-->· <!--[endif]-->Continue processing valid items even when some items cannot be matched. </p><p>This ensures that customer item references are converted into the internal barcode information required for further order processing. </p><h2><b>4. CSV Generation</b><b></b></h2><p>Once the order information has been extracted and item codes have been matched, the system generates a standardized <b>CSV file</b>.</p><p>The CSV contains the required order information, including:</p><p><!--[if !supportLists]-->· <!--[endif]-->Customer. </p><p><!--[if !supportLists]-->· <!--[endif]-->Order Number. </p><p><!--[if !supportLists]-->· <!--[endif]-->Item Code. </p><p><!--[if !supportLists]-->· <!--[endif]-->Quantity. </p><p><!--[if !supportLists]-->· <!--[endif]-->Barcode. </p><p><!--[if !supportLists]-->· <!--[endif]-->Description. </p><p>Non-item information, such as notes, headers, and delivery fee lines, is excluded from the output. The final CSV is prepared according to the required format so that it is suitable for <b>SAP import</b>. </p><h2><b>5. Automated CSV Delivery</b><b></b></h2><p>After the CSV file has been generated, the system automatically uploads it to the client’s designated <b>sFTP server</b>.</p><p>The file transfer is checked for successful completion, and failed transfers can be retried.</p><p>This allows completed order files to reach their required destination without users manually transferring each generated CSV. </p><h2><b>6. Exception Management</b><b></b></h2><p>The system manages situations where an order or individual item cannot be processed successfully.</p><p>Failed document processing can be identified and retried, while item codes that cannot be matched with an internal barcode can be flagged as <b>Unmapped</b>.</p><p>Where possible, valid order information continues to be processed even when individual items cannot be matched, preventing a single exception from stopping the entire order. </p><h2><b>7. Overall Application Workflow</b><b></b></h2><p>The workflow begins when a <b>customer order PDF is received</b>. The system extracts the required customer, order, item, and quantity information from the document and prepares it for processing. The customer item codes are then matched with their corresponding internal barcodes. Once the order information has been prepared, a standardized <b>CSV file suitable for SAP import</b> is generated and automatically delivered to the client’s <b>sFTP server</b>. If an order cannot be processed or an item cannot be matched, the system identifies the exception while allowing valid information to continue through the process.</p><p>The <b>Automated Order-to-CSV System</b> therefore provides an automated and structured process covering <b>customer order receipt, order data extraction, item and barcode matching, CSV generation, and final file delivery</b></p><p> </p>
Project Summary
<h2><b>1. Application Overview</b><b></b></h2><p>The <b>Automated Order-to-CSV System</b> is designed to automate the processing of customer orders received in PDF format and convert them into structured CSV files for further order processing.</p><p>The system enables users to:</p><p><!--[if !supportLists]-->· <!--[endif]-->Automatically process incoming customer order PDFs. </p><p><!--[if !supportLists]-->· <!--[endif]-->Extract relevant customer and order information. </p><p><!--[if !supportLists]-->· <!--[endif]-->Identify ordered items and quantities. </p><p><!--[if !supportLists]-->· <!--[endif]-->Match customer item codes with internal barcodes. </p><p><!--[if !supportLists]-->· <!--[endif]-->Generate standardized CSV files suitable for SAP import. </p><p><!--[if !supportLists]-->· <!--[endif]-->Automatically deliver completed CSV files to the client’s sFTP server. </p><p><!--[if !supportLists]-->· <!--[endif]-->Handle unmatched items and processing exceptions. </p><p>Overall, the system reduces manual order processing by managing the complete journey from <b>receiving a customer order PDF to generating and delivering an SAP-ready CSV file</b>. </p><h2><b>2. Order Data Extraction</b><b></b></h2><p>When a customer order PDF is received, the system automatically reads the document and extracts the required order information.</p><p>The extracted information includes:</p><p><!--[if !supportLists]-->· <!--[endif]-->Customer details. </p><p><!--[if !supportLists]-->· <!--[endif]-->Order number. </p><p><!--[if !supportLists]-->· <!--[endif]-->Order date. </p><p><!--[if !supportLists]-->· <!--[endif]-->Item codes. </p><p><!--[if !supportLists]-->· <!--[endif]-->Item descriptions. </p><p><!--[if !supportLists]-->· <!--[endif]-->Quantities. </p><p>The system supports different order layouts, including single-page and multi-page PDFs, and prepares the extracted information in a consistent format for further processing. </p><h2><b>3. Item Code and Barcode Matching</b><b></b></h2><p>After the order information has been extracted, the system matches the customer’s <b>item/article codes</b> with the corresponding <b>internal barcodes</b>.</p><p>The system can:</p><p><!--[if !supportLists]-->· <!--[endif]-->Match customer item codes with internal barcodes. </p><p><!--[if !supportLists]-->· <!--[endif]-->Standardize item codes before matching. </p><p><!--[if !supportLists]-->· <!--[endif]-->Identify items where no matching barcode is available. </p><p><!--[if !supportLists]-->· <!--[endif]-->Flag unmatched items for review. </p><p><!--[if !supportLists]-->· <!--[endif]-->Continue processing valid items even when some items cannot be matched. </p><p>This ensures that customer item references are converted into the internal barcode information required for further order processing. </p><h2><b>4. CSV Generation</b><b></b></h2><p>Once the order information has been extracted and item codes have been matched, the system generates a standardized <b>CSV file</b>.</p><p>The CSV contains the required order information, including:</p><p><!--[if !supportLists]-->· <!--[endif]-->Customer. </p><p><!--[if !supportLists]-->· <!--[endif]-->Order Number. </p><p><!--[if !supportLists]-->· <!--[endif]-->Item Code. </p><p><!--[if !supportLists]-->· <!--[endif]-->Quantity. </p><p><!--[if !supportLists]-->· <!--[endif]-->Barcode. </p><p><!--[if !supportLists]-->· <!--[endif]-->Description. </p><p>Non-item information, such as notes, headers, and delivery fee lines, is excluded from the output. The final CSV is prepared according to the required format so that it is suitable for <b>SAP import</b>. </p><h2><b>5. Automated CSV Delivery</b><b></b></h2><p>After the CSV file has been generated, the system automatically uploads it to the client’s designated <b>sFTP server</b>.</p><p>The file transfer is checked for successful completion, and failed transfers can be retried.</p><p>This allows completed order files to reach their required destination without users manually transferring each generated CSV. </p><h2><b>6. Exception Management</b><b></b></h2><p>The system manages situations where an order or individual item cannot be processed successfully.</p><p>Failed document processing can be identified and retried, while item codes that cannot be matched with an internal barcode can be flagged as <b>Unmapped</b>.</p><p>Where possible, valid order information continues to be processed even when individual items cannot be matched, preventing a single exception from stopping the entire order. </p><h2><b>7. Overall Application Workflow</b><b></b></h2><p>The workflow begins when a <b>customer order PDF is received</b>. The system extracts the required customer, order, item, and quantity information from the document and prepares it for processing. The customer item codes are then matched with their corresponding internal barcodes. Once the order information has been prepared, a standardized <b>CSV file suitable for SAP import</b> is generated and automatically delivered to the client’s <b>sFTP server</b>. If an order cannot be processed or an item cannot be matched, the system identifies the exception while allowing valid information to continue through the process.</p><p>The <b>Automated Order-to-CSV System</b> therefore provides an automated and structured process covering <b>customer order receipt, order data extraction, item and barcode matching, CSV generation, and final file delivery</b></p><p> </p>
Location: Germany
Industry: Business Process Automation / Document Processing / Data Extraction & Integration
Challenge and Requirements
<h2><b>1.
Solution Delivered
CodeScale delivered a powerautomate solution using Power Automate for Business Process Automation / Document Processing / Data Extraction & Integration.
Technology Used
- Power Automate
Business Outcome and Impact
Application Overview</b><b></b></h2><p>The <b>Automated Order-to-CSV System</b> is designed to automate the processing of customer orders received in PDF format and convert them into structured CSV files for further order processing.</p><p>The system enables users to:</p><p><!--[if !supportLists]-->· <!--[endif]-->Automatically process incoming customer order PDFs.
Project Screenshots
