Adapter installation :
Before we can start using OCR, we must install
the package that contains the business logic beweem
the application and ERP (Microsoft Dynamics AX and NAV).
Open the package application in the Administation section
Use the NEW button to create a new application package
Here you can ether open a package directly from the file folder
or access it from the MobiSolutions AppStore
From MobiSolutions AppStore, you will need to locatate
the Expense Application in the category Workflow.
Select the record and press download.
Afer the package is downloaded, we will now have to
access the Application menu in the Server Section.
Use the NEW button the setup a new application, using the package
dropdown select beween the packages avalible (select the Expense)
You may change the name to allow multiple application (TEST, DEV)
In the credentials you define the context the applications
should be running.
Finally select the servicebus (one is already created on the server)
Press Save when finished,
After the application is defined, we must now setup the services
required you need one for now (Expense),
From the Business Application, select which config of Business
Applications the service will be running (for more information view
the section of Business Applications).
Press Save and Close when finished
Now start the Application and the Service(s)
It is now time to create the two task that will be running
in the background the will be handling all the communication
between the application and the decoding center.
Lets start with the OCR decoder Press NEW in the task section
of the application to setup a new task
Select the Convert Invoice To OCR, to start with set log level to All
On the task, you must setup the properties
- Invoice path (where the invoice are located)
- Username for OCR (you will get this from LITTLEBEACON)
- PWD for OCR (you will get this from LITTLEBEACON)
This is were you define how offent you will check and upload this
for more information see the documentation in the server section.
Use the + button to assign when the task should be executed.
Complete the same process for Convert Metadata To Journal
After this process has been completed, you can now link this to the
previous task using the Next task to run on the OCR task
You dont need to create a trigger IF you make a link.
Remember to enable both task so the trigges will activate them