NAV OCR Lexmark

mary_stu

Hi

Does anybody knows if it's possible to use the OCR technology to import other documents rather than purchase invoices? I would like to add extra fields to incoming docs and add my own c/al to create other entries in Nav that we receive in PDF.
It seams to me we are limited to a set of OCR Service templates that only apply to purchase inv docs, is that it?

Many thanks

rehansatti

Hi @mary_stu,
"Lexmark Invoice Capture Service for NAV" is the service by Lexmark,Up to my Knowledge this feature was designed for purchase invoices only. It does not work with purchase orders or inventory items.
However, I had worked for customer that are using a third party tool to import different documents using OCR technology. This product is very popular in DK market.
Have look on it.
http://www.continia.dk/documentcapture-for-dynamics-nav.aspx

Please like may answer if it is helpful to you.
Thanks

lynge

It is possible to customize the NAV code so you can create (or even match) purchase orders (I've done it for a customer in NAV 2017 CU2)...
I'm just letting the default code creating the Purchase Invoice (to be able to do upgrades later without too much hassle) and then my logic takes over and try to match a Purchase Order with the Supplier Order No. field. If it does it checks matching lines (with some tolerance for prices and quantity), moves the link from the incoming document to the purchase order and deletes the purchase invoice...
Seems to work. But you will "waste" a purchase invoice No. on each match (in next "version" I'll probably use a dummy No-series so it does not matter).

And I guess one could also create other documents as well using the same logic (i.e. quotes or sales orders if you are a little creative ;-) ).

I believe it was mentioned at a Lexmark ICS Town Hall webinar that matching Purchase Orders was a big whish among the Lexmark ICS users and Microsoft was aware of it... No date was mentioned, but the guess is that it is a feature that will be released sometime in the future.

HannesHolst

Hey,

All recognized fields are transferred in XML-structure from/to Lexmark-Service.
In case you want to afford, you could hook up the Webservice and handle the outgoing/incoming data by yourself.

But, I don't know about the possible document-structures which could be recognized by the Lexmark-OCR. You don't have a UI for Lexmark-OCR itself, so you are not able to create any templates or do any training for better OCR-understanding.

Cheers,
Hannes