Pryme AI for AP is a service that interprets a pdf or an image and automatically creates an electronic incoming document in Business Central. Incoming documents is the inbox from where you review and create your purchase invoice from the interpreted file.
Create incoming documents
You can create an Incoming document in Business central; by e-mail, or by uploading the document.
Send an e-mail with the attached invoice to the designated e-mail address for Purchase invoices. The invoice will be interpreted by the Pryme AI for AP service and the invoice will be updated in less than 5 minutes.
Upload a document
If you have the invoice stored on your computer, you can manually upload the file.
- Choose the 🔎 icon, enter Incoming documents, and choose the related link.
- Procced with Send to OCR Service (under Actions -> OCR). The invoice will be interpreted by the Pryme AI for AP service and the invoice will be updated in less than 5 minutes.
Review incoming documents
Choose the 🔎 icon, enter Incoming documents, and choose the related link.
Before you create the Purchase invoice you need to ensure that the basic information is correct; vendor, amount, invoice number, invoice date etc. If something was incorrectly populated, you will enter the process of Training the OCR Service, which will resend the corrected inputs to the OCR service. The service will take this feedback into account when scanning future documents of the similar type.
Create New Vendor from Incoming Document Details
If incoming documents have vendor details that do not align with the current vendor list, the incoming documents cannot successfully be turned into purchase invoices. To resolve this, you can create a new vendor directly from the incoming document. Vendor templates are available for use if needed.
- In the Incoming Documents page, click the Create Vendor button in the header. You can also access this option by:
- Clicking the error message related to missing vendor details.
- Going to the Correct OCR Data page of the incoming document and selecting the vendor from there.
- The vendor list will appear. From the vendor list, either select an existing vendor or choose New to create a new vendor. Vendor templates are available for use.
Handle errors in incoming documents
If you have errors on the incoming document you must take care of them before you can create the Purchase Invoice. The errors can be due to wrong or missing data. Correct the errors and choose the Create Document action.
Create a purchase invoice from incoming documents
When the data on the incoming document is correct you choose the Create Document action to create the purchase invoice. Once the document is created, you can implement the process for approvals using Power Automate flows or the workflows in Business Central.