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KOFAX OCR Supplier Setup

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Posted on by LeanneM

I am trying to get OCR working with Incoming Documents in Business Central and am having issues getting it to capture any data.

I am currently just using the Kofax free premium trial version to assess the setup and functionality and while I can get it to successfully send and receive data it doesn't populate anything. I have tried correcting the OCR data to "teach" the service but when I try to send it back it tells me that a Supplier must be setup. However, in Kofax I cannot seem to get suppliers setup. I see a few other articles in here about Kofax but even after reading them I can't get it to work.

Has anyone had any success in getting OCR to work with Kofax and Business Central?

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lee.johnson 10 on at

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RE: KOFAX OCR Supplier Setup

Thanks for getting back to me. Heading in that direction too!
daniel.underwood 40 on at

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RE: KOFAX OCR Supplier Setup

Hi, afraid not. I gave up in the end
lee.johnson 10 on at

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RE: KOFAX OCR Supplier Setup

Hi, am having the same issues and was wondering if you managed to find what was causing the issue. Thanks
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Inge M. Bruvik 993 Super User 2024 Season 1 on at

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RE: KOFAX OCR Supplier Setup

If you log on to Readsoft online and go to your extraction settings you should be able to chose what invoice templates that will be active.

I am sorry i was only able to display the screen in Norwegian. But it should give you an idea.
daniel.underwood 40 on at

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RE: KOFAX OCR Supplier Setup

Wow, the plot thickens. You have a range of template options available to you that I don't see in Kofax. Here's my list as seen in Kofax:

And here's the list as seen in BC:

I wonder why you get header level templates and I don't???

Thanks, Dan
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Inge M. Bruvik 993 Super User 2024 Season 1 on at

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RE: KOFAX OCR Supplier Setup

Here is the template i am using, the option without the invoice lines.
daniel.underwood 40 on at

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RE: KOFAX OCR Supplier Setup

Thank you, which Kofax template are you using out of curiosity?
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Inge M. Bruvik 993 Super User 2024 Season 1 on at

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RE: KOFAX OCR Supplier Setup

I use it for G/L without problems. But as i said i use a template without invoice lines. And i think that is the issue you have to.
daniel.underwood 40 on at

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RE: KOFAX OCR Supplier Setup

After some further investigation, I believe the OCR service sends information to BC assuming the Line Item type is an ITEM. We post using G/L Account rather than using Items. Has anyone come across this and found a way to override or circumvent what is being sent from Kofax to BC? TIA
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Inge M. Bruvik 993 Super User 2024 Season 1 on at

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RE: KOFAX OCR Supplier Setup

No.. You normally use one template for each country that your incoming documents originates from. So if all your 300 vendors is from the same country you can use one template.