Incoming Document Window

Article
09/25/2015

Specifies an external document that has been recorded, manually or automatically, and attached as a file to a document or ledger entry in Microsoft Dynamics NAV.

Some business transactions are not recorded in Microsoft Dynamics NAV from the outset. Instead, an external business document comes into your company as an e-mail attachment or a paper copy that you scan to file. This is typical of purchases, where such incoming document files represent payment receipts for expenses or small purchases. Other examples of incoming document files are electronic documents from trading partners with whom you have agreed to exchange documents electronically. The generic version of Microsoft Dynamics NAV supports incoming invoices and credit memos in the PEPPOL format. From PDF or image files representing incoming documents, you can have an external OCR service (Optical Character Recognition) generate electronic documents that can be converted to document records like for electronic PEPPOL documents. For more information, see Data Exchange.

In the Incoming Documents window, you use different functions to review expense receipts, manage OCR tasks, and convert incoming document files, manually or automatically, to the relevant documents or journal lines in Microsoft Dynamics NAV. The external files can be attached to their related document in Microsoft Dynamics NAV at any process stage, including to posted documents and to the resulting vendor, customer, and general ledger entries. For more information, see Incoming Documents.

The incoming document record can have the following statuses:

Status	Description
New	Specifies that the incoming document record has not been processed.
Released	Specifies that the incoming document record has been approved by the incoming-document approver by choosing the Release button. Note This status relates to the Incoming Document Approval feature. For more information, see How to: Approve or Reject Incoming Document Records.
Rejected	Specifies that the incoming document record has been rejected by the approver by choosing the Reject button. Note This status relates to the Incoming Document Approval feature. For more information, see How to: Approve or Reject Incoming Document Records.
Posted	Specifies that the related document that is created from the incoming document record is posted.
Created	Specifies that a related document has been created from the incoming document record, either manually or automatically. For more information, see How to: Receive and Convert Electronic Documents.
Failed	Specifies that the receiving of the related electronic document has one or more errors. Details will be shown on the Errors and Warnings FastTab. For more information, see How to: Handle Errors When Receiving Electronic Documents.
Pending Approval	Specifies that the incoming document record must be approved according to the approval workflow. Note This status relates to the Approval Workflow feature. For more information, see How to: Approve or Reject Requests for Approval.

OCR Status	Description
Ready	Specifies that the attached PDF or image file has been sent to the job queue for sending to the OCR service according to the schedule. For more information, see How to: Use OCR to Turn PDF and Image Files into Electronic Documents
Sent	Specifies that the attached PDF or image file has been sent to the OCR service.
Error	Specifies that the attached PDF or image file could not be sent to the OCR service because of an error.
Success	Specifies that the resulting electronic document has been received from the OCR service.

Tip

For more information on how to navigate in the user interface, see Work with Microsoft Dynamics NAV. For assistance in finding specific pages, see Search.

Incoming Document Window

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