Extracting Information from SAP Sales Order with Kognitos

What's in this video

A 6.5-minute walkthrough of a Kognitos process that turns an emailed purchase order into a live sales order in SAP. The whole process is 36 lines of plain English, plus a couple of subprocedures.

What the process does

• Email trigger: the run kicks off when a PO is dragged into a new email and sent to the Kognitos-provided address. The PO in the demo is for Global Text Solutions Incorporated dated 2024-11-15.
• SAP authentication: a subprocedure logs into SAP — kept separate so it can be reused by other processes.
• Customer name extraction: Kognitos uses a Textract+GPT extraction blend to pull the customer name accurately without training.
• Line-item extraction: the single-line table is parsed for material name and quantity.
• Reference lookups: subprocedures translate the customer name into a customer number and the material name into a material number using SAP reference tables.
• Create the sales order: a single English statement creates the SAP sales order with the customer number, material number, and quantity.
• Notify the sender: the original emailer gets the new SAP sales order number back by email — closing the loop.

Tools and patterns shown

• Process flow view: a visual summary of the “big rocks” — authenticate → extract → look up → create — useful for explaining the automation to stakeholders.
• Subprocedures: the SAP login and the reference lookups are isolated and reusable.
• Email metadata in runs: every run shows the email body, sender, and attachment metadata alongside the extracted facts.