See how ABBYY FlexiCapture for Invoices can automatically export to Microsoft Dynamics Navision (NAV) to create a purchase invoice including line item details and vendor information. Eliminate manual keying of data by AP analysts to allow them to focus on their core business functions rather than data entry.
Hello. Today I’m going to show you how to integrate ABBYY FlexiCapture with Navision 2016. Sometimes it’s called Navision and sometimes we call it Nav. For cases of this demo we’re gonna call it Navision.
Now what you see in front of me is ABBYY FlexiCapture. This is where we read details off the invoice. Then on my other screen where I’m gonna sneak it over here so you can see it, you will see that I have Navision open and we have currently no purchase invoices in the system at this time. So what we’re going to do is integrate ABBYY FlexiCapture with Navision, where we’ll transfer these invoices and the data that we pull off of them into Nav, therefore making the process very, very simple and clean for us. So let’s start off with ABBYY FlexiCapture, I’ll explain what you see on the screen.
What we did is we captured three invoices. And we’ll quickly look at them. First, if I double-click the first one you’ll see on the left is the information that we captured off of the invoice itself, and on the right you’ll see an image of the invoice for our reference. By clicking in the fields you can see that we highlight over here in yellow where we found that field, and also we have rules and different things that we can apply here.
Now, the purpose of today’s demo is not to explain every piece of architecture as far as ABBYY FlexiCapture for invoices go. We do have other videos that show quite a bit of the in-depth, behind-the-scenes work of this. But today we’re gonna focus on how the integration works with Navision. So let’s keep highlighting here what we have. We have our totals, we have our purchase orders that we can reference, and then we also have our line items here that we capture beautifully here at the bottom.
So let’s take a peek at these other two, and you’ll see here, once again, we can determine the business unit, the vendor, we can also expand and extract these fields to learn more information about either, business unit or vendor. We have the invoice numbers and dates, amounts, purchase orders, and then once again the line item details for this one. And lastly we have our final invoice, where we capture everything beautifully as well. Once again, on the left is what we extracted off of the invoice and on the right is a copy of the invoice for our reference.
So what we’re going to do now is export these into Navision. It’s a very simple process and we’ll kind of watch the logs here, and you’ll see that we have a process start and a process ended, meaning it started the export to Navision and it’s done, and we are gonna do that with three separate times, and now it is completed.
So now, being in Navision, we can hit our refresh button and you see we instantly have three new purchase invoices within the system. And we can double-click these, and within these, of course, we have our vendor information here at the top, sometimes called a “buy from” keyword. And then we have our line items here as well, and for the cases of the demo, we’re referencing a GL account. Now, this is completely customizable when you purchase our solution, but once again, for the purposes of this demo, we just assign them all to one GL account.
You can see we find things like quantities, unit of measures, unit costs, and those kind of things as well. So it’s very simple, the integration is, and you can see we have our other two purchase invoices that we integrated as well. I’ll just show these to you really quick so you can kind of understand what happens. Once again, we have the vendor information at the top and then our line items down here at the bottom. Once again, this is completely customizable and we have full integration technology that we can use to make this specific to what your organization is running today.
And we’ll look at our last purchase invoice here. Once again, our vendor information populates and then we also have our GL account line items. So that is how simple the integration is. You see we were able to automatically capture invoice details within ABBYY FlexiCapture, and then after we extract those details we’re able to export those directly into Navision, therefore making our accounts payable process fully automated and very, very easy to implement.
So I hope you enjoyed this video and how easy it was to see how that process flows for your organization, and we’d love to be of service to you if you have any questions. Thank you so much.