News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics NAV (Archived) Easiest way to create ...

Microsoft Dynamics NAV (Archived)

Easiest way to create new link in Purchase Order/Invoice

(0) Share

Report

Report

Posted on by Community Member Microsoft Employee

Dear Experts,

We are just upgraded to NAV 2017, and using workflow for PO/PI approval.

Our company is using Links in the PO/PI ribbon to save a document address so that the approvers can view the document when reviewing the PO/PI.

The company has a shared common drive to place all these supporting documents.

Currently the scanned documents need to be "linked" one by one to the PO/PI which creates some manual work.

Is there any way NAV could automatically create the link once a document is scanned?

or is there other alternative to link the document to PO/PI.

Thank you!

*This post is locked for comments

All responses Img

All responses (2)

Answers Img

Answers (2)

Verified answer

Alexander Ermakov 28,094 on at

Like (1)

Report

RE: Easiest way to create new link in Purchase Order/Invoice

Agree with Hannes, Incoming Documents is a better option (not necessarily need to use OCR itself, but rather keep multiple docs attached to order) docs.microsoft.com/.../across-income-documents

The problem with links usually appears when someone starts to rename the documents in the shared common drive (e.g., adjust versioning or smth in the file name), and that breaks the links.
Verified answer

Hannes Holst 5,767 on at

Like (1)

Report

RE: Easiest way to create new link in Purchase Order/Invoice

Hi,

The normal approach would be to use "Incoming Documents".

Check the built-in OCR service: docs.microsoft.com/.../dn951568%28v%3dnav.90%29

From PDF or image files representing incoming documents, you can have an external OCR service (Optical Character Recognition) create electronic documents that you can then convert to document records in Microsoft Dynamics NAV, like for electronic PEPPOL documents. For example, when you receive an invoice in PDF format from your vendor, you can send it to the OCR service from the Incoming Documents window. After a few seconds, you receive the file back as an electronic invoice that can be converted to a purchase invoice for the vendor. If you send the file to the OCR service by e-mail, then a new incoming document record is automatically created when you receive the electronic document back.

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2

Martin Dráb 230,214 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans