Automatic attachment of Invoices recived for Purchase orders

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Posted on by CharithSilva

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Anybody know a method(software or web service method) of automatic bulk attachment of invoices received for purchase orders except expensive lexmark method?

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Maneesha 5,891 on at

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Hi Charith Silva ,

As i know this can be done via batch invoicing

could you please refer follow links

www.youtube.com/watch

msdn.microsoft.com/.../hh169230(v=nav.90).aspx

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CharithSilva 330 on at

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Hi Maneesha,

Thanks for the reply.

Let me explain the situation, when we place POs in Nav system we receive invoices from suppliers after few weeks. what im after is automatic attachment (software) of these invoices against the PO in the system after scanning in(like incoming documents instead of manual attachment). basically i want to get rid of paper by attaching them into PO, also we receive thousands of paper from different suppliers as Lexmark system is too expensive for us im looking for a alternative solution.

Simply a software which attaches the OCR read doc to Nav PO and now im researching on tessnet2 ocr reading to automate this but not sure how to attach the document inside Nav(work flow or web service or may be i dont have a clue yet).

Thanks

Charith

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ManishS 86 on at

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You need to develop a standard functionality for all you different vendors first.

You can use web services to import data in a temp table and create a report in PDF format.

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Yogesh Kulkarni_ 1,762 on at

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Charith,

You can make a standard like creating a PDF Report with the name same as of the Purchase Order.

And you can write a program (Process-only Report or Codeunit) or even a web service to pick the PDF's from specific stored location and attach those automatically. You can schedule that program as well.

-Yogesh Kulkarni
Please verify, if you find answer helpful.

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Maneesha 5,891 on at

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Charith Silva ,

Yes

Your requirement can be fulfill by OCR i think because you need to out of the paper work right ,

i didn't research on nav 2016 about this

but 2017 OCR Setup has been given with some additional features it will be more help full for you and also hope nav 2016 may having those at-least 95%

on OCR you will mainly will get stuck on the templates (data gathering) because if you receiving large no of invoices you have to make template for those , it might be a huge effort you have to done on start

but if your invoices receive by same doc format this will be very easy, you can capture the data

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on your implementation i suggest do not directly push to your data to NAV

make integration middle point to verify (by Live user) your scan text are really correct and accuracy , otherwise sometimes it will push wrong data

Once your live user confirm it then send the data to NAV DB

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Alexander Ermakov 28,096 on at

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I'm not quite sure what you are after.

You would need automatic OCR (R=recognition) when you will have a new paper invoice and you would like to scan it, Recognize and based on that info generate a new PO - this saves the time for manual creation of PO.

If you had already created a PO, and you want only to have a scanned copy attached to the PO, you do not need OCR as such, you need only scanner to create PDFs (or just attach those PDFs that supplier sends you if he sends them electronically). You can also store the PDFs in some FTP data storage and attach to POs only links to those PDFs as a link functionality.

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CharithSilva 330 on at

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Hi All,

Sorry for the late reply

I found a software that does this called Scanstation from Advantech(Oneoff payment £3000 - cheaper than rest of the companies who charges for scaned page), It scans documents and stores in related document link inside dynamics Nav

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