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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / OCR returns XML file b...
Microsoft Dynamics NAV (Archived)

OCR returns XML file but does not populate fields in NAV

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Posted on by Community Member

Hi, I am trying to set up OCR for incoming documents, specifically invoices. I have signed up to the Lexmark Service and the connection is working.

The first invoice I have sent to OCR was retrievable withing a a minute. When I retrieved it, the XML file was retrieved but no fields were populated in NAV. I checked the XML file and I can see that it correctly read most of the invoice ( I can see Invoice Date, Net Amount, Gross Amount, VAT etc in the XML file).

Does anyone have any ideas why this has not populated the fields automatically in the Incoming document. My only option appears to be to "Correct the OCR" which involves inputting ALL the data from the invoice. Is there a step I am missing or some additional set up required? Seems odd that the data is in the XML file but not in the fields in NAV

Thanks very much.

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I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    Hi Mark,

    Also, have you setup the data exchange file definition correctly?

    Below link is for setting up invoices with multiple line, however, for AU locality, i found out that the same file is used for scanning with or without lines.

    store-nav.readsoftonline.com/instructions-to-set-up-line-items

    Also, another step that I find helpful is to turn on the "Verify" option in Lexmark, so all invoices will get verified by user and ensured all the fields are correct before passing on to NAV.

    Go to Lexmark Account Page (store-nav.readsoftonline.com) > My Account > My Plan > Configure

    Regards,

    Susy

  • meemz Profile Picture
    meemz on at

    Also having problems with this not populating the Vendor VAT Registration No. (ABN in Australia) in the Incoming Documents. I can see that there is a value in the xmlfile and the Data Exchange Definition seems to indicate that it will read this value?

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