Invoice capture and OCR in D365 F&O

(0) Share

Report

Posted on by Benjamin Cleaver CM...

We are in the infant stages of reviewing and attempting to set up (in a test environment) the out of the box invoice capture and OCR for our accounts payable.

We are a US-based manufacturing company with 2 locations and have a small AP department.

Has anyone recently implemented this? Any implementation tips/tricks? What were some of the biggest struggles? What were some of the biggest wins?

Thanks,

Benjamin Cleaver

Controller

Australian Gold, LLC

Categories:

Dynamics 365 Finance

I have the same question (0)

All responses (1)

Answers (0)

Suggested answer

Giorgio Bonacorsi 1,293 on at

Like (0)

Report
Copy link

Link copied!
Hello Giorgio,

Yes, I did review them. You can find the articles here regarding the configuration and the overall process: https://dax365fo.org/index/.
My observation is that invoice capture works well for simple cases, such as:

Service invoices without a PO;

Invoices with a single PO, where the PO number generated by D365FO gets properly inserted into the layout. It's this case you can have an auto-match, otherwise is manual

There is already a generic AI model available to use as the OCR engine. However, if you need to create a new custom one, it’s not particularly complicated: https://learn.microsoft.com/en-us/ai-builder/form-processing-train

The main requirement is that you need to provide a collection of your vendor invoice layouts (samples) to submit and train your model.

Thank you,
Giorgio

Was this reply helpful? Yes No