Enabling line items in Dynamics NAV
If you have enabled line-item capture for your Kofax AP Essentials account, follow the procedures below to enable the usage of line items in Microsoft Dynamics NAV.
We strongly recommend using Verify, so you can check invoices for correctness before they enter your Microsoft Dynamics system, as well as to improve Kofax AP Essentials performance.
To enable Verify in Admin Center, navigate to the Process control settings (Account > Services ) and set Data verification to On field error or Always and click Save.
When creating purchase invoices in Dynamics NAV, lines are created either as Item lines or as G/L account lines. When created as G/L account lines, you can choose the accounts to use in the Map Text to Account dialog in Dynamics NAV, accessible from the Actions tab on the Incoming Documents list. In this dialog, you can choose specific G/L accounts for certain texts, and/or select a default G/L account to use when no specific account is available. To setup a default account, click Set Up Default Accounts, scroll down to Data Exchange and specify your account. When creating Item lines, the sample exchange file uses vendor cross reference numbers to match Items.
Mapping of fields from Kofax AP Essentials to Dynamics is done via the Data Exchange Definition inside Dynamics. You can edit this mapping as needed. Refer to the Dynamics documentation for more details.
The included Data Exchange Definition in your Dynamics tenant may or may not include mapping for line items already. If it does not include line-item mapping, you can follow this procedure to import a sample mapping file with line item support:
- In Dynamics NAV 2016, open the Data Exchange Definitions page.
- Select the OCRINVOICE definition, and click Export Data Exchange Definition in order to save a backup of the existing mapping.
- Once you have backed up the existing mapping, right click OCRINVOICE and select Delete to delete it.
- Right-click this link and select Save link as... to download the new mapping file. The mapping file provided here is to be considered a sample of how mapping item fields can be done. You are welcome to edit the data exchange mapping in a way that fits your scenario the best.
Import the downloaded mapping file, by selecting
Import Data Exchange
Definition and browsing to the downloaded file.
You are now ready to process invoices with line items.