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Incoming document

Posted on by 96

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 ???

pastedimage1671779361458v1.png

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  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,023 Moderator on at
    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.

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 69,864 Super User 2024 Season 2 on at
    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

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,744 Moderator on at
    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 Profile Picture
    Jack Carter 96 on at
    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 Profile Picture
    Nitin Verma 21,023 Moderator on at
    RE: Incoming document

    Please show those fields on page as Daniele mentioned

  • DAnny3211 Profile Picture
    DAnny3211 9,217 Moderator on at
    RE: Incoming document

    hi

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

    pastedimage1671784606316v1.png

    pastedimage1671784680410v2.png

    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

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