MS D365 Incoming Document Records Creation - Locus IT Services

MS D365 Incoming Document Records Creation

Locus IT ServicesMicrosoft Dynamics 365 / D365MS D365 Incoming Document Records Creation

MS D365 Incoming Document Records Creation

On the MS D365 Incoming Document Records Creation page, you can utilize distinct functions to evaluate expense receipts, manage OCR tasks and convert incoming document files, manually or automatically, to the relevant documents or journal lines.

The external files can be added at any process stage, including to posted documents and to the resulting vendor, customer, and general ledger entries. Before you can use the Incoming Documents feature, you must perform the required setup.

MS D365 Incoming Document Records Creation Process

1. To Approve or Reject an Incoming Document

If you want to permit users to create invoices or general journal lines from incoming document records unless they are approved, you can set up approvers who must approve the records before they can be processed.

  • Choose the search icon, enter Incoming Documents, and then choose the related link.
  • Select the line with the document that you want to approve or reject and then select the Approve or Reject actions.

If you approve the incoming document record, the Released check box on the incoming document line is selected. The user in charge of creating, for example, purchase invoices can proceed to process the record.

2. To Create an Incoming Document Record by Taking a Photo

  • On the app bar, choose the Create Incoming Document from Camera tile, and then go to step 4.
  • Alternatively, on the app bar, select the options button, select the Incoming Documents and then choose All.
  • On the Incoming Documents page, select the ellipsis button and then select Create from Camera. The camera on the tablet or phone is initialized.
  • Click a photo of the document, such as a purchase receipt, that you want to process as an incoming document, and then choose the OK button.

A new incoming document record is created, with the image attached.

3. To Attach an Image to an Incoming Document Record by Taking a Photo

  • On the app bar, choose the options button, choose Incoming Documents, and then choose All.
  • Open the card for an existing incoming document record.
  • On the Incoming Document page, select the ellipsis button and then select Attach Image from Camera. The camera on the tablet or phone is initialized.
  • Click a photo of the document, such as a purchase receipt, that you want to process as an incoming document, and then choose the OK button.

The image is attached to the incoming document record.

4. To Create an Incoming Document Record Manually

  • Choose the search icon, enter Incoming Documents, and then choose the related link.
  • Choose the Create from File action.
  • On the Insert File page, select a file, and then choose Open. The file is automatically attached.
  • Alternatively, choose the New action.
  • To attach a file, choose the Attach File action.
  • On the Insert File page, select the file that represents the incoming document in question and then select the Open button.
  • On the Incoming Document page, fill in the fields as necessary. Hover over a field to read a short description.

To record an external document in Microsoft Dynamics 365 Business Central, you must first create or complete an incoming document record.

You can execute this manually, or you can take a photo of the external document and then create the incoming document record with the image file attached. For more information on Microsoft D365 Incoming Document Records Creation in Business Central, please contact us.

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