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OCR - Optical Character Recognition Service - Invoice Automation for Scanned Documents

 Updates to Dynamics 365 Finance 2022 release wave 2 include general availability of vendor invoice OCR (optical character recognition). This will automate the reading and recognition of vendor invoices by providing OCR capabilities to complete the full end-to-end automation of accounts payable.


I was expecting this functionality for a while. I've not set it up or tried before but we were using some third parties to manage this functionality. 


According to the documentation, we will be able to


  • Upload vendor invoices to pending invoices as header and lines and related attachments. 
  • Will be managed through data entities.
  • Vendor pending invoice header entity will be change for to add attachment and new entity to be added for attachments.
  • Also for to manage the process UI forms will be added.


According to my previous experiences, there is still need to cover the processes below:

  • Use vendor invoice journal for the processes that do not use a PO or a pending invoice.
  • Use vendor approval journal process.
  • A little bit more information/documentation on the OCR process on how VAT(TAX), PO, company, product receipt, vendor code etc. is going to be managed.
  • To manage customer return invoices 



You may find details from the links below:


https://docs.microsoft.com/tr-tr/dynamics365-release-plan/2022wave2/finance-operations/dynamics365-finance/


https://docs.microsoft.com/en-us/dynamics365/finance/accounts-payable/vendor-invoice-automation






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