Lexmark
Invoice Capture Service (ICS) for Microsoft Dynamics NAV enables quicker, accurate
invoice processing by automating the process of getting Vendor invoice data
into Dynamics NAV.
Click
Register and Select your payment model (Freemium or Subscription) and create
your account. You will receive your registration confirmation and login details
via email.
Search for “OCR”
and select “OCR Service Setup”
Click “Set
URLs to Default”
Enter the
User Name, Password, Authorization key and click “Test Connection”
Customer
Name, Customer ID (From Lexmark Registration) and Customer Status will be
updated in OCR Service Setup.
Click Update
OCR Doc. Template List
Select the Default
OCR Doc. Template from the List of Documents and place a checkmark in the
Enabled field.
Close the “OCR
Service Setup” page.
When an
invoice is received from Vendor, an Incoming Document Card is created with the
invoice attached. Dynamics NAV users can then send the invoice to ICS. (Or,
vendors can email invoices directly to ICS). Invoices may arrive in many
different formats or layouts. No templates are needed.
Search and
Select Incoming Documents.
Click New
Enter
Description
Click “Attach
File”
Select the
Invoice file which you would like to sent to OCR service.
Click “Send
to OCR Service” button on the Incoming Document page.
Document was
successfully sent to OCR Service
Wait for approx.
30 seconds and
Click “Receive
from OCR Service”
Document
will be received.
Relevant
information is extracted from the invoice files. Any missing or inaccurate
information can be easily corrected.
Click “Create
Document”
If there are
any errors or warnings on the document, you can fix them by reviewing the
Errors and Warnings FastTab.
Click “Create
Document” after fixing the errors or warning
After
creating this Vendor Invoice, you can go into the Purchases and Payables area
and post the Invoice according to your business processes.
Invoiced
documents are stored in Created Invoices and repositories for future references.
Note: The Freemium edition allows you to pay for
the service in the same way you pay for NAV 2016. You can use ICS with no
charge to capture up to 75 invoices per month. For each invoice captured over
the initial 75, you will pay per invoice. When you’re ready to regularly
capture more than 75 invoices per month, you can choose a subscription level
that meets your requirements.
Very clear instructions thanks for posting. I tried it and am getting an error that the data Exchange Type table is empty when I click Receive From OCR Service, how do I fix this?
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