Manage Incoming Documents

Some business transactions are not recorded in Dynamics NAV from the outset. Instead, an external business document comes into your company as an e-mail attachment or a paper copy that you scan to file. This is typical of purchases, where such incoming document files represent payment receipts for expenses or small purchases.

From PDF or image files representing incoming documents, you can have an external OCR service (Optical Character Recognition) generate electronic documents that can then be converted to document records inside Dynamics NAV.

In the Incoming Documents window, you can use different functions to review expense receipts, manage OCR tasks, and convert incoming document files, manually or automatically, to the relevant documents or journal lines. The external files can be attached at any process stage, including to posted documents and to the resulting vendor, customer, and general ledger entries.

The incoming document process can consist of the following main activities:

To See
Set up the Incoming Documents feature and set up the OCR service. How to: Set Up Incoming Documents
Create incoming document records, attach files, use OCR to turn PDF files into electronic documents, convert electronic documents to document records, audit incoming document records from posted sales and purchase documents. Process Incoming Documents

See Also

Manage Purchasing
Work With Dynamics NAV



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