MEAPSA

Set up and use Intelligent OCR for vendor invoices in Dynamics 365 Finance

Optical character recognition (OCR) is a technology that enables organizations to automate data extraction from scanned documents or images. You can convert text from the source document to machine-readable data within Dynamics 365 Finance.

Business User

Functional Consultant

Dynamics 365

Finance

Module Objectives

In this module, you will:

Set up optical character recognition (OCR) in Dynamics 365 Finance.
Manage parameters that are specific to OCR in Accounts payable.
Manage Workflow editor to allow invoice automation processes.

Units

Introduction min
Configuration options min
Enable automatic vendor invoice prepayments min
Use workflow and product match receipts min
View vendor invoice automation results min
Check your knowledge min
Summary min

Prerequisites

General knowledge of accounts payable procedures
General knowledge of vendor invoicing procedures
Connection to an external provider of OCR