Incoming document

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Posted on by Jack Carter

hi... I am facing some issue can any one guide me when i create incoming document manually then i release it from the process it is only shows invoice number and status release ..why not other attributes like amount ,document date etc ???

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Nitin Verma 21,091 Super User 2024 Season 1 on at

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RE: Incoming document

Adding more info.

One of the third party solution DocParser which can read your PDF or Docs file can easily be integrated with business central. you can go with it.

Thanks.
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YUN ZHU 74,036 Super User 2024 Season 2 on at

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RE: Incoming document

Hi, Unfortunately, this is not a standard feature as far as I know.
If you want to display the information in the attachment, please refer to Inge's OCR solution.
If you want to display information about associated invoices, you need to do a simple customization and add some associated fields.

Hope this helps.

Thanks.

ZHU
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Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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RE: Incoming document

If you want the documents to be OCR regognized you have to use the OCR service offered by Readsoft online and integrated with Business Central.

Please refer to the following link:

learn.microsoft.com/.../across-how-use-ocr-pdf-images-files
Jack Carter 96 on at

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RE: Incoming document

i don not want any personalization .. I just want when i attach the file manually the data of the attribute of financial information like amount and vendor name will automatically from the attached file and show in incoming inbox
Nitin Verma 21,091 Super User 2024 Season 1 on at

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RE: Incoming document

Please show those fields on page as Daniele mentioned
DAnny3211 9,272 Super User 2024 Season 1 on at

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RE: Incoming document

hi

you can add from customise some fields, but not all.

if the desired field is not there then you must have an extension developed on that page by your supplier

check my answer if it helped you, thanks

DANiele