I want to show you how you can use OCR processing with Dynamics 365 Business Central; it’s remarkably straightforward. I’ll demonstrate the process of a vendor emailing an invoice to a specific account in the OCR processor. We’ll delve into the OCR processing steps and then perform a verification to ensure the data accuracy.
Emailing Invoice and Accessing OCR Processor
Let’s get started. Here’s an email that the vendor is sending to the OCR processor. Within Business Central, we can directly access the OCR processor, view incoming documents, and identify the invoice that needs verification.
Verification Process
Upon locating the invoice, our aim is to verify the correctness of the lines and totals. If any information is missing on the right-hand side, we can fill it in. For instance, the phone number is not crucial for this demonstration. Once verified, we proceed by confirming the invoice.
Automatic Transformation into Purchase Invoice
This verified invoice is then sent to Business Central, where the OCR workflow takes over. The system automatically converts it into a purchasing invoice. Opening the incoming documents section in Business Central reveals the newly created invoice.
Reviewing the Purchase Invoice
Let’s open the purchase invoice to review the line items, which are automatically coded based on the vendor. Everything, including the total, appears accurate. Notably, the image of the original invoice remains attached to this record in Business Central, ensuring accessibility.
In conclusion, this process exemplifies how a vendor’s emailed invoice seamlessly undergoes OCR processing, resulting in the creation of a purchase invoice in Dynamics 365 Business Central. The robust integration ensures streamlined accounts payable workflow with easy tracking and permanent accessibility of invoice information.
