Hi,
we have setup KOFAX Readsoft Online and can scan incoming invoices and have them processed. The integration with Dynamics works as well and the supplier database is synced.
After processing in kofax/readsoftonline the Invoices are automatically added to the "Incoming Documents" in Dynamics.
In Dynamics, when going to process --> create document an error message comes back:
Invoice is not a valid option.
Valid options are Quote,Order,Invoice,Credit Memo,Blanket Order,Return Order.
I have tried various document types in the extraction settings at kofax and also looked at the OCR Setup and OCR Templates and cannot find the error.
Especially given that the XML File apparently has classified the document as "Invoice" and the error message shows Invoice is not a valid option, Valid options are Quote, Order, Invoice, Credit Meno etc..
Anyone have any idea where the mistake might be? I feel like the XML export file from KOFAX probably has the wrong coding for "invoice", but can't find any options to change the export classification.
Thank you for your help!
