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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Can MS Dynamics NAV pa...
Microsoft Dynamics NAV (Archived)

Can MS Dynamics NAV parse E-Mail invoices?

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Posted on by Community Member

Hello,

we use the provisioning software Odin, which creates it's own invoices for the services that are ordered.

Odin sends those invoices to the customers via E-Mail (not as attachment, it's plain text or HTML formatted text).

Is is possible to somehow put Dynamics NAV in de BCC of such an invoice E-Mail so that NAV parses that invoice, imports that information and creates it's own invoice object?

Since Odin is just one of the systems we use, we'd like NAV to be the system with all the financial information.

TIA & greets,

Jürgen

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  • Verified answer
    Alexander Ermakov Profile Picture
    Alexander Ermakov 28,096 on at

    It is possible. If the invoice itself is send as a PDF attachment, it can be organized e.g. in the following way: You can setup Exchange the way that all received emalis from Odin are processed and Exchange puts attachments to a certain folder. Meanwhile you setup NAV to look into that folder on a periodical basis (e.g., every 5 mins), and take new files that appear. Then, NAV would use OCR functions to recognize the PDF and generate an internal invoice based on that. Another option is to run a third-party execution module to parse PDF into text (there are plenty of free solutions available on the market), and import to NAV a text file (since Odin sends invoices in the same format, you can setup NAV import correctly).

    A better option is to force Odin to include to emails not only PDF, but some text or XML file, in this case you would not need to parse the file itself.

    There are other options to consider, e.g. BizTalk.

  • Community Member Profile Picture
    Community Member on at

    Hello Alexander,

    thank you for your reply.

    so if I unterstand correctly, i can setup Exchange to forward the email invoices from Odin to a folder and then setup NAV to import the information from that folder and create internal invoices? If that's correct, this would be a possible solution.

    Just to be clear, Odin has the option to send the invoice as PDF attachment but we do not use that functionality.

    We send the invoices as HTML / plain text (haven't seen any XML options btw).

    Is there maybe also a way to do the import without Exchange? Like to send the invoices from Odin directly to something like financial_employee@nav_companyname.com and tell NAV to import the data from the emails sent to that address?

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    In the past we configured such common mail account in outlook and wrote some script / macros to download all the attachment to common folder.

    You need to explore for availability of such script over Web.

    I also worked with NaV Automation where we can read all the mails one by one from outlook and save the attachment into common folder.

    Once you have these files, as mentioned by Alexander, you can schedule NaV to import these files on NAV and move the processed files to archived folder.

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