Incoming Documents Window
Contains lines that represent the documents that business partners have sent to you, either as an attachment to email or other electronic transfer or as a paper copy that you have scanned to file. The incoming document can represent any purchase or sales agreement that is not yet registered in Microsoft Dynamics NAV. This is typical with purchases, where these files may represent invoices from your vendors or payment receipts for expenses or small purchases. For more information, see How to: Process Incoming Documents.
All received files for such external documents must appear in the Incoming Documents window. You can either create a line for each document manually by choosing the New button, or you can have your partner develop a function that automatically transfers scanned files to the Incoming Documents window.
For each line, you can create a related document, such as a purchase invoice or a journal line, which enables you to process and post the related business transaction. The received file, such as a scanned invoice from your vendor, is linked to the purchase invoice as a line in the Links FactBox. When the purchase invoice is posted, you can use the Navigate function from the resulting ledger entries to find the related incoming document file. For more information, see the “To view an incoming document from the related posted entries” section in How to: Process Incoming Documents.
Note
If you created a document or journal line manually, without using the function in the Incoming Documents window, you can choose the Incoming Document Entry No. field and select the related incoming document in the Incoming Documents window. For more information, see Incoming Document Entry No..
You can incorporate an approval process by setting up users that must approve an incoming document before another user can create a related Microsoft Dynamics NAV document. For more information, see Incoming Document Approvers.
Tip
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