Processing Incoming Documents

To record an external document in Dynamics 365, you must first create or complete an incoming document record. You can do this manually, or you can take a photo of the external document and then create the incoming document record with the image file attached.

From PDF or image files that you receive from your trading partners, you can have an external OCR service (Optical Character Recognition) generate electronic documents that can be converted to document records in Dynamics 365. For example, when you receive an invoice in PDF format from your vendor, you can send it to the OCR service from the Incoming Documents window. Alternatively, you can send the file to the OCR service by email. Then, when you receive the electronic document back, a related incoming document record is created automatically. After some seconds, you receive the file back from the OCR service as an electronic invoice that can be converted to a purchase invoice for the vendor.

To See
Create incoming document records manually or automatically by taking a photo of a paper receipt, for example. How to: Create Incoming Document Records
Use an OCR service to turn PDF and image files into electronic documents that can be converted to purchase invoices in Dynamics 365, for example. Train the OCR service to avoid errors next time it processes similar data. How to: Use OCR to Turn PDF and Image Files into Electronic Documents
Connect or remove incoming document records for any non-posted sales or purchase document and to any customer, vendor, or general ledger entry from the document or entry. How to: How to: Create Incoming Document Records Directly from Documents and Entries
From the Chart of Accounts and General Ledger Entries windows, use a search function to find general ledger entries for posted documents that do not have incoming document records and then centrally link to existing records or create new ones with attached document files. How to: Find Posted Documents without Incoming Document Records
Get better overview by setting incoming document records to Processed to remove them from the default view. How to: Manage Many Incoming Document Records

See Also

Incoming Documents
Purchasing
Working with Dynamics 365