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Can OCR identify projects?


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We use OCR to process our incoming invoices but it doesn't populate our projects.  Is this a deficiency in the product or a lack of configuration on our part? 

TIA.

Best answer by joelhoffman

Hi @RHarrison ,

We are currently working on the overall analysis of the AP Document Recognition tool, and the handling of Project related information.  I do not have a specific release assigned for those, but you can look at other ideas and vote/add comments under this related item; 

https://community.acumatica.com/ideas/ap-document-recognition-add-fields-such-as-project-to-incoming-document-screen-5275

We appreciate your participation and activity within the Community.

Thank You.

 

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mike.gillum
Acumatica Moderator
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  • May 30, 2024

@RHarrison 

It populates project when tied to a Purchase Order. It does not tie to a subcontract yet. This is on our roadmap. We are also working on some things related to Single Project/Document flag to simplify the process.


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  • May 30, 2024
mike.gillum wrote:

@RHarrison

It populates project when tied to a Purchase Order. It does not tie to a subcontract yet. This is on our roadmap. We are also working on some things related to Single Project/Document flag to simplify the process.

So it sounds like what you’re saying is that the OCR will identify a purchase order and then use that info to link to a project.  But if we don’t use purchase orders for every transaction we’re out of luck.  We are a construction business and rely on subcontracts.  It seems like a lot of work to have to then create a PO for each subcontract AND get our vendors to reference both a project AND a PO.

 


joelhoffman
Acumatica Moderator
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  • Acumatica Moderator
  • 273 replies
  • Answer
  • May 30, 2024

Hi @RHarrison ,

We are currently working on the overall analysis of the AP Document Recognition tool, and the handling of Project related information.  I do not have a specific release assigned for those, but you can look at other ideas and vote/add comments under this related item; 

https://community.acumatica.com/ideas/ap-document-recognition-add-fields-such-as-project-to-incoming-document-screen-5275

We appreciate your participation and activity within the Community.

Thank You.

 


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