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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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Marco Mels on at

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Hello,

The following guide may get you started:

www.cloudfronts.com/.../

Thanks.

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LeanneM 35 on at

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Hi There,

Thanks for the quick reply! I am able to do all of that, what I am struggling with is sending the data back to Kofax to start training it. It tells me I need the supplier setup but I can't get them setup in the Kofax service. Do you have any experience with that?

Thanks!

Leanne

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Marco Mels on at

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Hello,

I did just ran the setup myself and within OCR Setup, you can view the xml file that does come back from OCR Service.

Scanning through the xml file you will find an entry Supplier.

To learn (as you call it), you can go back to Kofax and then into your account, you can update the Supplier info. So I did update it with the city and EUR and the next attempt to create a document from another invoice from the same vendor results in the following result:

Before creating a BC document like an invoice, the vendor must exist. The supplier info in Kofax can be found under Master Data under Explore.

Synchronizing master data can be found in OCR Setup in MS Dyn365 BC.

Hope that this is what you are looking for.

Thanks.

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daniel.underwood 40 on at

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Hi, sorry to respond to an old thread. I've had success setting up the Kofax integration and all works for sending and receiving documents to / from the service. The OCR service identifies the vendor data (for invoices) and maps as expected. However, when I attempt to create a document via "Process - Create Document", I get an error "Cannot find a unit of measure code on the incoming document line 1". We don't typically process invoices using Unit of Measure. Has anyone found a way around this? Many thanks

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Inge M. Bruvik 1,105 Moderator on at

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There are different templates you can use when you let Readsoft online read your invoices. Some reads invoicelines and some does not. Make sure you use a template for your country that does not include invoice lines.

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MahGah 15,529 on at

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Hi

I also want to start setting OCR up for BC. But my questions is I noticed many of our vendors uses different format of invoice. Do I need a specific template for each invoice template? I mean we have over 300 vendors with may different invoice template and that will be a big task.

Thanks

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daniel.underwood 40 on at

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Thank you for the quick reply. We are UK based and are using the "British invoices with line items" Kofax template and would like to continue to do so since that's how we record invoices in BC. I can edit the Kofax template to turn off Unit of Measure but I still get the error in BC

I'm wondering if any others have found a way around this for UK invoices?

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Inge M. Bruvik 1,105 Moderator on at

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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.

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daniel.underwood 40 on at

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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 1,105 Moderator on at

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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.

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