Process incoming documents in Dynamics 365 Business Central

Module
6 Units

Intermediate

Business User

Functional Consultant

Dynamics 365

Business Central

Do you want to discover how to process incoming documents such as purchase invoices? This module explains how to manually create an incoming document from a PDF file and how to use an OCR service to scan and process documents automatically.

Learning objectives

By the end of this module, you will be able to:

Understand what to use incoming documents for.
Set up incoming documents.
Create an incoming document from a PDF file.
Create an invoice manually from an incoming document.
Set up the OCR service.
Send an incoming document to the OCR service.
Update a document that is received from the OCR service.
Create an invoice automatically from an incoming document.

Prerequisites

Basic understanding of how to navigate the Dynamics 365 Business Central application and of sales and purchase processes.

Introduction - Set up incoming documents min
Manually create incoming documents min
Set up the OCR Service min
Create invoices by using the OCR service min
Check your knowledge min
Summary min