How to: Create Documents from Incoming Document Records Manually

You can create a document or journal line in Microsoft Dynamics NAV from an incoming document record in either of the following ways:

• Manually, by entering information in new, empty invoices, credit memos, or journals as you read it from the incoming document files.

  This is described in the following procedure for a purchase invoice.

• Automatically, by using the Data Exchange Framework to create documents in Microsoft Dynamics NAV based on a mapping of data in the incoming document files. For more information, see How to: Receive and Convert Electronic Documents and How to: Use OCR to Turn PDF and Image Files into Electronic Documents.

  Note

  If the attachment is an electronic document, and the required service is set up, then the relevant document or journal line is created and automatically filled when you choose Create Document in step 3 in the following procedure.

To create a purchase invoice from an incoming document record manually

1. In the Search box, enter Incoming Documents, and then choose the related link.

2. Select the line for the incoming document record that you want to create a purchase invoice for.

3. On the Actions tab, in the Process group, choose Create Document. A drop-down list appears where you can select which purchase or sales document to create.

4. In the drop-down list, select Purchase Invoice, and then choose the OK button. An empty Purchase Invoice window opens.

   To read the information that you must enter on the new purchase invoice, proceed to open the document that the incoming document record originates from, in this case an invoice from a vendor.

   Note

   The following step assumes that the file is attached to the incoming document record. For more information, see How to: Create Incoming Document Records.

5. In the Incoming Documents window, select the line for the incoming document record, and then, in the Incoming Document Files FactBox, choose the file.

6. Using the information that you read from the attached document, fill the fields in the Purchase Invoice window. For more information, see How to: Create Purchase Invoices.

Tip

When you use the attachment file to read the information that you are entering on a new invoice or general journal line, you can view the file content and Microsoft Dynamics NAV side by side as follows: Dock Microsoft Dynamics NAV to the right by pressing Windows key + Left Arrow. Dock the file content to the right by pressing Windows key + Right Arrow.

See Also

Tasks

How to: Use OCR to Turn PDF and Image Files into Electronic Documents
How to: Create and Connect Incoming Document Records from Documents and Entries

Concepts

Incoming Documents
Incoming Documents
Workflow

Other Resources

Incoming Documents Setup
Incoming Documents
Incoming Document