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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Interpret OCR Incoming...
Small and medium business | Business Central, N...
Suggested Answer

Interpret OCR Incoming Documents

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Posted on by Marcus Fabian 12

Hi,

I have set-up OCR with Kofax and it works fine to a certain point:

I scan a pdf into an Incoming Document, Send to Kofax, correct in Kofax, Kofax returns the result as xml and the xml is imported into BC Incoming Document as "OCR Result"

If I open the "OCR Result", the xml-file looks fine and contains the information I require.
Field "OCR Template code" is set and "Data Exchange Type" is correctly set to OCRINVOICE.

So far so good. The point where I'm stuck:
All financial information fields like Vendor Name or Amount are empty.
I am missing a process which allows me to transfer the information from the OCR Result (the xml from Kofax) into the Incoming Document.

Any ideas, what I'm missing?

I have the same question (0)
  • Suggested answer
    Marcus Fabian Profile Picture
    Marcus Fabian 12 on at

    I found the answer, so I can share the solution :-)

    My mistake was that the Data Exchange Definition OCRINVOICE didn't exist.Therefore it is understandable, that the Import couldn't import the xml.
    (An error-message at this point would have been helpful).

    However:

    • Define the missing OCRINVOICE Data Exchange Definition
    • Delete the Incoming Document
    • Repeat the whole cycle: New Document from pdf --> send to Kofax --> verify --> import
  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels Microsoft Employee on at

    Great work, is it possible to share this with Kofax so they can improve their error handling if possible for them?

  • Marcus Fabian Profile Picture
    Marcus Fabian 12 on at

    I don't think it would serve Kofax as Kofax did everything right. (Aka. the xml result transferred back to BC was correct).

    The problem lies on the side of BC, in Codeunit 881 (OCR - Receive from Service)

  • Suggested answer
    IB-29041624-0 Profile Picture
    IB-29041624-0 1,187 Moderator on at

    I like the Readsoft service and the integration with Business Central. But the integration is not perfect and is hard to extend and modify. So i have registered and idea for Microsoft to improve this.

    So those who use Kofax and agree with me should log on and vote for the idea.

    experience.dynamics.com/.../

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