We use a product called Docuware and have integrated with our NAV to load documents based on PO or Sales Order numbers.Ā It handles all our routings and approvals.
—————————— Peter Lundrigan [Designation] Director of IT and Automation Joseph Gallo Farms Atwater CA —————————— ——————————————-
Geovanny Fuentes
Member
May 25, 2018 at 12:10 PM
NAV 2018 and prior does have its own SCAN/Capture built in.
Write down your requirements as each software is different, including each one has different levels of the product.Ā
Never over buy something for simple things that can be done.
Received electronic documents are integrated into the document management features, that is, they are stored in Incoming Documents, along with PDF or scanned paper invoices, from which the user can create Purchase Invoices and Purchase Credit Memos, or General Journal Lines, and add text-to-account rules to automatically default account rules based on the vendor or line data. Errors and warnings in connection with the conversion are available for the incoming document, and links to the document enables navigation from any created document, posted document, or ledger entry in Microsoft Dynamics NAV.
I’ve used Zetadoc for customers as well in the past for many reasons.Ā
Zetadocs for NAV and Zetadocs Expenses | Document Management and Expense Management for Microsoft Dynamics NAV
Zetadocs for Microsoft Dynamics NAV software can automate and streamline business processes for document capture, purchase order processing, account reconciliation, time and expense management.
Zetadocs PDF integrates with scanning equipment so that copies of paper documents can be combined into a single document. Ā Once scanned, the document can be combined with other documents and faxed or emailed securely. Ā The scanned document can also be stored on the network to be easily accessible, whilst reducing storage and postage costs.
Good Luck,
—————————— Geovanny Fuentes San Diego CA —————————— ——————————————-
Please note:
This action will also remove this member from your connections and send a report to the site admin.
Please allow a few minutes for this process to complete.
Report
You have already reported this .
Welcome to our new site!
Here you will find a wealth of information created for peopleĀ that are on a mission to redefine business models with cloud techinologies, AI, automation, low code / no code applications, data, security & more to compete in the Acceleration Economy!