To create a document or journal line in Microsoft Dynamics NAV from an incoming document, you must first create the incoming document record.

You can create an incoming document record in the Incoming Documents window in either of the following ways:

The following procedures show how to create an incoming document record manually, either by first selecting the file to attach or by attaching the file later.

Note
Most of the fields in the Incoming Document window are filled automatically. All the fields on the Financial Information FastTab are filled automatically when the incoming document record is based on an electronic document.

To create an incoming document record manually

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

  2. On the Home tab, in the New group, choose Create from File. In the Insert File window, select a file, and then choose Open.

  3. Alternatively, on the Home tab, in the New group, choose New. You must then attach a file later. See the “To attach a file to an incoming document record” section.

  4. In the Incoming Document window, fill the fields on the General FastTab as described in the following table.

    Field Description

    Description

    Enter a description of the incoming document. The name of the attached file is inserted by default.

    Link to Document

    This field is optional.

    Specify the location of the file that represents the incoming document. This is optional.

    OCR Service Doc. Template Code

    This field is only relevant if you use OCR.

    Specify the code of the document template that you want the OCR service provider to use when they convert the related PDF or image file to an electronic document. For more information, see How to: Use OCR to Turn PDF and Image Files into Electronic Documents.

    Note
    To see any new document templates that the OCR service supports, choose the Update Document Templates List button in the OCR Service Setup window.

    Data Exchange Type

    Specify the data exchange definition that will be used to convert the incoming document to a document, such as a purchase invoice. For more information, see Exchange Data.

    The remaining fields are filled automatically.

To attach a file to an incoming document record

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

  2. Select the line for an incoming document record that you want to attach a file to, and then, on the Actions tab, in the Process group, choose Attach File.

    Note
    On tablets and phones, you can use the Attach Image from Camera button. For more information, see How to: Create Incoming Document Records by Taking a Photo.

  3. Alternatively, open the Incoming Document window, and then, on the Actions tab, in the General group, choose Attach File.

  4. In the Insert File window, select the file that represents the incoming document in question, and then choose the Open button.

You can now proceed to create document records in Microsoft Dynamics NAV, manually or automatically. You can also connect the new incoming document record to existing posted or non-posted document so that the source file is easy to access from within Microsoft Dynamics NAV. For more information, see Use Incoming Documents.

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