Professional Documents
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Tables and Fields Documentation
Tables and Fields Documentation
TEMPLATES ............................................................................................................................................................................................................................................... 33
By using an advance template and document analysis, you can extract and register information from imported files with Document Capture. For
example, with a purchase invoice document you can create a purchase invoice or update a purchase order in Dynamics NAV. Afterwards, you can
at any time access the document.
Document Capture also uses an extended version of the existing approval workflow in Dynamics NAV, enhanced with extra functions and options
that allows you to show and process approval entries, such as purchase invoices, without the need to have the physical document at hand.
This manual introduces the basic configurations for Document Capture to import, recognize, register and archive documents. The approval workflow
and other processes associated with the web approval portal for approval of approval entries are also included.
Action Action to perform with the setup wizard. Remember that importing configurations that already exist will cause
an error in the import. You can choose the following options:
▪ Import Configuration
Import configurations from the default setup file or configurations previously exported.
▪ Export Configuration
Export configurations to use in another company or stored as backup.
▪ Set up Company
Set up configurations in the current company, to add and change to or remove from existing.
File Name File name for Document Capture either to import configurations from or to export configurations.
Table Name of the table to which Document Capture either imports the configuration to or exports.
Name Code of the configuration being imported or exported. Expand to view the subordinate records.
Include Specifies whether to include or exclude the configuration in the import or export.
Before you run the setup wizard, you need to have your Continia client credentials available, as mentioned
in the installation document. Document Capture use these credentials to activate the company with Continia.
These credentials are also used when Cloud OCR is used and during the communication between Document
Capture and the Cloud OCR Service.
Test Connection Test the connection to Continia Online and validate credentials when you choose Next.
Company Code Unique code used by Document Capture to separate companies document files in the file system and to
separate companies when using Continia Web approval portal. This allows you to configure similar document
categories to multiple companies, as different company code will indicate to which company a document
imported belongs in the file system. Document Capture also uses the code as part of the e-mail address
when using Continia Cloud OCR.
Document Storage Type Select either to store files in the file system or in the NAV database.
Document File Path Root directory path for paths for scanned, waiting, processed and archived files.
Activate Company Activate the company in Continia Online. You are required to activate all companies using Document
Capture.
Use Cloud OCR Select this option if you will be using the Continia Cloud OCR. By using the Continia Cloud OCR, you do not
need to install neither a Document Capture service nor an ABBYY service.
Create Document Capture Role Select this option to have the Document Capture Role Created.
Center
Set as Default Role Center Use the Role Center for Document Capture as default. Remember to re-enter the company to show the
Document Capture Role Center.
Enable Web Approval Enable the web approval portal for users to perform web approval. This allows you to use either the web
approval portal provided in the product folder or the web approval portal provided by Continia Online.
Web Portal Code Code of the web portal to use. You can either select an existing web portal or create a new one. The wizard
will automatically create the web portal with the given code, if it does not already exist.
Use Continia Online Web Portal Use Continia Online Web approval portal, hosted by Continia instead of an On-Prem web site. This allows
you to avoid installing and supporting the web approval portal provided in the product folder locally.
Local Domain Name Local domain name under which you have created Windows users. This is relevant for NAV versions only that
does not include the domain name as part of the user-id in NAV.
Windows Web Service URL Windows web service URL, which is the URL for the Dynamics NAV web services pointing to the ServiceTier
authenticating users with Windows credentials.
Remember that if all users in Dynamics NAV are Windows users you only need to fill out this URL.
However, if the users have mixed authentications, you need to set up two different ServiceTiers, and enter
the URL for both Windows Web Service and Database Web Service. For example:
Database Web Service URL Database web service URL, which is the URL for the Dynamics NAV web services pointing to the ServiceTier
authenticating users with database logins (or NavUserPassword).
Remember that if all users in Dynamics NAV are database users you only need to fill out this URL.
However, if the users have mixed authentications, you need to set up two different ServiceTiers, and enter
the URL for both Windows Web Service and Database Web Service. For example:
Web Site URL URL of the web site that you intend to use. For Continia Online, Document Capture provides the URL
automatically.
Company Code Unique code used by Document Capture to separate companies document files in the file system and to
separate companies when using Continia Web approval portal. This allows you to configure similar document
categories to multiple companies, as different company code will indicate to which company a document
imported belongs in the file system. Document Capture also uses the code as part of the e-mail address
when using Continia Cloud OCR.
Client ID This field relates to the Client Credentials table where the Client ID and Password is specified.
Web Portal Code This field relates to the Web Portal table where the web portal information is configured when using the
portal for approva..
▪ Departments – Administration – Application Setup – Document Capture – Export OCR Configuration Files.
Document Storage Type Storage location for all documents. You can choose the following options:
▪ File System
Document Capture stores all document files in the file system in the folders specified.
▪ Database
Document Capture stores all document files in the NAV database directly.
PDF File Path for OCR Directory path where Document Capture places PDF documents waiting for OCR processing. Document
(only visible when Use Cloud Capture only uses the directory path for documents downloaded from a connection endpoint. You can place
OCR = No) PDF files in the directory path directly to OCR process it for test reasons.
File Path for OCR-processed Directory path where Document Capture places OCR-processed documents. This directory path contains all
files the PDF files that have been OCR processed and are ready for import.
Archive File Path Directory path where Document Capture archives all files that have been OCR-processed.
(only visible when Document
Storage Type = File System)
Miscellaneous File Path Directory path where Document Capture archives a file imported by using the Drag-and-Drop functionality.
(only visible when Document
Storage Type = File System)
Unidentified Company File Path Directory path where Document Capture archives all fields with unidentified company..
(only visible when Document
Storage Type = File System)
Disk File Directory Structure Directory structure to apply for storing the archived files of a document imported via Document Capture. If
(only visible when Document you change this setting, Document Capture moves the existing files to the structure chosen. You can choose
Storage Type = File System) the following options:
▪ One Directory
Document Capture stores all document files of a document category of a company in a single
directory.
▪ Year\Month
Document Capture creates directories and stores document files according to year and month
determined by the date when the document is imported.
▪ Year\Month\Day
Document Capture creates directories and stores document files according to year, month and
day determined by the date when the document is imported.
Include Company Code in Include company code in the directory paths to separate company directories from each other. Enable this
Archive paths parameter if you are using the same directory paths for multiple companies in Dynamics NAV.
(only visible when Document
Storage Type = File System)
Include Category Code in Include category code in the directory paths to separate category directories from each other. If the category
Archive paths code of a document changes after being imported, then files will automatically be moved to the new
(only visible when Document directory.
Storage Type = File System)
Fill-out LCY Assign a LCY (Local Currency Code) to the purchase documents created when registering a document. You
need to enable this field if you have created and are using the LCY code on all documents instead of blank
currency for LCY as most do.
Sender E-mail E-mail address used as sender when sending status e-mails to approvers.
Sender Name Name used as sender when sending status e-mails to approvers.
Error E-mail E-mail address to receive e-mail if an error occurs when sending status e-mails to approvers.
Purchase Allocation Nos. Number series for assigning numbers to purchase allocations.
Approval Administrator Role ID Role of the administrators of the approval workflow. Dynamics NAV only allows a single administrator for the
approval workflow. Document Capture provides the option to have several by using a role instead.
Approval E-mail Subject Subject assigned to the e-mail when sending status e-mails to approvers.
4-eyes Approval Choose whether 4-eyes approval principle show be enforced. You can choose the following options:
▪ Not Required
4-eyes approval is not enforced.
▪ Required
System will check that minimum 4-eyes / 2 people have approved a document before it is released.
4-eyes Approval, 2nd Approver If 4-eyes Approval has been set to any of the Required options, then choose how the second approver show
be set. You can choose the following options:
▪ Manual selection
If there is only one approver on a document, then this person will have to manually select the
second approver when he approves the document.
▪ Automatic selection
If there is only one approver on a document, then the system will automatically add a second
approver. The second is taken from the Continia User Setup of the initial document approver. If a
second approver is not specified on the Continia User Setup, then the approver of the initial
document approver will be used.
Recreate Approval Hierarchy on Document Capture recreates the approval hierarchy when you forward a purchase document based on the
Forward assigned approver.
Check Amounts on Approval Choose if amounts should be checked on approval. You can choose the following options:
▪ No
Amounts are not checked and documents can be released no matter if the purchase lines matched
the imported document amounts or not.
▪ Every Approval
Amounts are checked every time an approver approves a document to see if the sum of the
purchase lines matched the imported amounts. Which amounts (excluding and/or including VAT)
to check is specified on the template used to create the document.
▪ Last Approval
Amounts are checked only when the last person approvers a document to see if the sum of the
purchase lines matched the imported amounts. Which amounts (excluding and/or including VAT)
to check is specified on the template used to create the document.
Check Dimensions on Submit Check that the dimensions specified on the purchase lines of the chosen G/L account, item, fixed asset or
for Approval item (Charge) are valid according to the default dimensions and the allowed dimension combinations. This
will ensure that all purchase lines are correct before sending it for approval.
Check Dimensions on Approval Choose if dimensions should be checked on approval. You can choose the following options:
▪ No
Dimensions are not checked and documents can be released no matter if all mandatory
dimensions are specified or not.
▪ Every Approval
Dimensions are checked every time an approver approves a document to see if the mandatory
default dimensions and dimension combinations of the purchase lines are valid for the chosen
G/L Account, Fixed Asset or Item Charge.
▪ Last Approval
Dimensions are checked only when the last person approvers a document to see if the mandatory
default dimensions and dimension combinations of the purchase lines are valid for the chosen
G/L Account, Fixed Asset or Item Charge.
Archive Document on Approve Every time a purchase document is approved the document is stored with the purchase archiving
and Register functionality in Dynamics NAV.
Amount Validation on Post Choose if amounts should be checked when a purchase document is posted. You can choose the following
options:
▪ Not Required
None of the imported amounts are checked against the total amount of the purchase document
being posted.
▪ Amount Excl. VAT and Amount Incl. VAT must match imported amounts
Allow Force Approval Selected whether approval admins are allowed to use the function Force Approval on a document or not.
Purchase Allocation Amounts to Choose the amounts to assign to purchase allocations. You can choose the following options:
Use
▪ Use Lines or Imported Amounts
Document Capture uses the purchase invoice lines to retrieves the amount to allocate. If no
purchase lines exist, the imported amounts are used.
Purchase Allocation G/L Chooses the cost account when creating purchase allocations. You can choose the following options:
Account Type
▪ Use Posting Setup
Document Capture assigns the purchase allocation account set on the General Posting Setup (DC)
with the same of the general business posting group on the vendor and general product posting
group of the G/L account or item, as the cost account.
If the purchase invoice line created is of type other than G/L account, Document Capture assigns the
purchase allocation account set on the General Posting Setup (DC) with the same Gen. Bus. Posting Group
and Gen. Prod. Posting Group as the purchase invoice line, as the cost account.
Purchase Allocation G/L G/L account to post purchase allocations when allocating imported amounts.
Account No.
Purchase Allocation Source Source code assigned to purchase allocation entries created and posted when you send a purchase
Code document for approval.
Auto. Post Purchase Allocation Automatically create and post purchase allocations for a purchase invoice when you send it for approval.
Reversed Purch. Alloc. Posting Chooses which posting date that should be used when a purchase allocation is reversed. You can choose
Date the following options:
Maintain User Specific Doc. Enable maintenance of specific document searches in the web approval. Works in combination with the
Search Document Search in the web user setup, which specify whether all or only own documents are searched.
An own document is a document the user has been part of the approval flow.
Show in Historical Documents Choose the documents to show as historical documents in the web approval. You can choose the following
options:
Allow Forward and Approve Determines if users should be able to select the option to “Forward and Approve” when the activate the
Forward action of a document.
Allow Forward w/o Approval Determines if users should be able to select the option to “Forward without Approval” when the activate the
Forward action of a document.
Allow Forward and return for Determines if users should be able to select the option to “Allow Forward and return to me for Approval”
Approval when the activate the Forward action of a document.
▪ Never
▪ Always
Show total amounts both in the currency of the document and in LCY, even if they are the same.
Enable approvers to view and choose the type on the document lines in the web approval, else they can
Show Type
only add new document lines of type G/L account.
Show Posting Account Name Show the account name of the G/L account, fixed asset or item on the document lines in the web approval.
Show FA Posting Type Show the posting type of the fixed asset on the document lines in the web approval.
Show Description 2 Show the second description on the document lines in the web approval.
Show Prod. Posting Group Show the product posting group on the document lines in the web approval.
Show VAT Prod. Group Show the VAT product posting group on the document lines in the web approval.
Show Unit of Measure Show the unit of measure on the document lines in the web approval.
Show Line Discount Pct. Show the line discount on the document lines in the web approval.
Show Job No. Show the job on the document lines in the web approval.
Show Job Task No. Show the job task on the document lines in the web approval.
Dimension & Job Fields Choose where to show job, job task and web dimensions on the document lines in the web approval. You
Placement can choose the following options:
▪ Before Quantity
Show the fields before the quantity field on the document lines.
▪ After Amount
Show the fields after the amount field on the document lines.
▪ Departments – Administration – Application Setup – Document Capture – Continia Web Portal - Card.
Windows Web Service URL Windows web service URL, which is the URL for the Dynamics NAV web services pointing to the ServiceTier
authenticating users with Windows credentials.
Remember that if all users in Dynamics NAV are Windows users you only need to fill out this URL.
However, if the users have mixed authentications, you need to set up two different ServiceTiers, and enter
the URL for both Windows Web Service and Database Web Service. For example:
Database Web Service URL Database web service URL, which is the URL for the Dynamics NAV web services pointing to the ServiceTier
authenticating users with database logins (or NavUserPassword).
Remember that if all users in Dynamics NAV are database users you only need to fill out this URL.
However, if the users have mixed authentications, you need to set up two different ServiceTiers, and enter
the URL for both Windows Web Service and Database Web Service. For example:
Local Domain Name Local domain name under which Windows users are created in.
Use Continia Online Web Portal Use Continia Online Web approval portal, provided online by Continia similar to the cloud OCR capability.
This allows you to avoid installing and supporting the web approval portal provided in the product folder
locally.
Default User Language Name Localization name of the default language used in the web approval. You need to configure the web
approval correctly and specify a valid web site URL.
Default User Formatting Localization name of the default formatting used in the web approval.
Default Time Zone Name of the default time zone used in the web approval.
Send Welcome E-Mails If enabled, then welcome e-mail will automatically be sent to new users when exporting Continia Users for
the web approval portal. If not, then welcome e-mails must be sent manually from the Continia User screen.
Disabling the automatic sending of welcome e-mails is often desired in test systems.
Code Unique code for the document category used by Document Capture to separate document categories in a
company. This allows you to configure similar document categories to multiple companies, as different
company code and document category combinations will indicate to which company, and document
category, a document being imported belongs. Document Capture also uses the code when you set up a
connection endpoint with a protocol as Continia Email.
Source Table Table that Document Capture uses to retrieve and assign a source record ID to a document. For example, if
you want to link a document to a vendor then choose the vendor table.
Source Field Specific the field of the primary key value that should be used to link documents to the source table records.
Source Search Field Field in the source table to use when typing in a search text instead of a value of the Source Field. Typically,
this is the “Search Name”-field in a table.
No. of Source Table Filter Fields Number of filters assigned to the source table, edited with the lookup button. Please view the section
Document Category Table Filter Fields.
No. of Excluded Sources Number of excluded sources from the source table, edited with the lookup button. Please view the section
Document Category Source Exclusion.
No. of Identification Fields Number of identification fields, edited with the lookup button. Please view the section Document Category
Identification Fields.
Destination Header Table Table destination for fields in the document header. For example, you can choose to transfer specific
document header fields to a purchase header field by choosing the corresponding table.
Destination Line Table Table destination for fields in the document lines. For example, you can choose to transfer specific document
line fields to purchase invoice lines by choosing the corresponding table.
Allow Drag-and-Drop Enable Drag-and-Drop functionality to the document category. Please view the section Drag-and-Drop.
Allow Deleting Documents Allow or disallow deleting documents in the selected document category. You may want to disallow deleting
documents in a document category and instead use the functionality to reject a document. This will ensure
that all received documents can always be traced, even if they were rejected.
Process New Files Automatically Automatically process documents imported, by linking them to the template of the source ID recognized,
and process the documents.
Register Documents Automatically register documents after processing new files automatically.
Automatically
Register without Template Allow registering documents without a template. This will link them directly to the record id of the document
without future actions.
TIFF Image Resolution Specifies the resolution to save TIFF files in after the have been OCR-processed.
TIFF Image Colour Mode Choose which colour mode to save TIFF files in after they have been OCR-processed. The more colours that
are stored in the TIFF file, the longer it will take to display the file on screen. TIFF files are shown when
documents are viewed directly in NAV. For example, during registering of documents or approval directly
from NAV. For archiving purpose PDF files are typically used, which are copies of the originally received files,
with the original colours and resolution. It is recommended to keep fewer colours in the TIFF file in order to
make them appear faster when processing them during registration. You can always access the original PDF
file of a document, to see it with all colours and details if you need to. You can choose the following options:
▪ Grayscale
This will only store the spectra of grayscale of the TIFF file.
▪ Colour
This will only store all the colours of the TIFF file.
Max. number of pages to When the OCR engine process a file, it outputs all the words in the file which is later used in NAV to extract
process per file the data. In this field, you can set a limit of the words exported by the OCR engine, and thereby optimise
the time it takes to import files. No matter what value is specified in this field, all the pages of the invoice will
still be imported. It is only a matter of limiting the underlying data to import, used as part of the extraction
process. Typically, the important information to extract are put on either the first pages or the last pages.
OCR Export Codepages This field contains the codepages for the OCR engine to use when exporting data from the processed files.
Split on Blank Page Document Capture splits the document whenever it finds a blank page. Document Capture defines as a
blank page as a page containing less than 40 characters.
Split on Source ID Document Capture splits on a page if it finds a new source ID (compared to the previous page). To find a
new source ID, Document Capture will go through the search texts on the templates, and then run the
identification field comparison if it is still has not found a new source ID.
Split on Barcode Document Capture checks if a split barcode text has been assign on the document category and then
searches for it on the page by filtering on text part as barcode type. If it finds a match, Document Capture
will split on the page.
Please note that for some reason the ABBYY FineReader does not recognize barcodes created in Words.
Split on Barcode Text Primary barcode text Document Capture checks for when you enable Split on Barcode.
Auto Move to Company You can automatically move a document to the same document category of another company when
importing files by enabling this parameter.
Remember to add company identification texts from the application setups of Document Capture. The
identification text is the text part that Document Capture will use to identify a document that belongs to
another company. If Document Capture finds the identification text when importing a document, Document
Capture moves the document to the linked company, else keeps it in the current company.
Doc. with Unidentified Company Choose what to do with imported documents where the company could not be found using one of the
company identification texts. You can choose the following options:
Language Code Code of the language enabled when OCR processing documents in Document Capture. You only enable
languages used. You need to export the configuration files when changing this list.
Language Name Name of the language enabled when OCR processing documents in Document Capture.
Connection Endpoint Connection Endpoint used for this document category to download files. You need to export the
configuration files when changing this setting.
Archive E-mails on Document Archive the e-mail containing the files downloaded from the connection endpoint to the e-mail file path
specified on the Document Capture Setup card.
▪ No
Per default, Document Capture has deactivated archiving at Continia Online.
▪ One Day
Documents are stored one day after being OCR processed, and then Document Capture
deletes them from Continia Online.
▪ One Week
Documents are stored one week after being OCR processed, and then Document Capture deletes
them from Continia Online.
▪ One Month
Documents are stored one month after being OCR processed, and then Document Capture
deletes them from Continia Online.
▪ One Year
Documents are stored one year after being OCR processed, and then Document Capture deletes
them from Continia Online.
▪ Permanent
Documents are stored permanently after being OCR processed in Continia Online.
Get File Counts Codeunit to run when updating file counts, such as when opening or refreshing the Scanning and OCR card.
If you do not assign a codeunit, Document Capture uses the default codeunit called Update DC Doc.
Counters.
Import Files Codeunit to run when importing files shown in the Scanning and OCR card as ready for import. If you do
not assign a codeunit, Document Capture uses the default codeunit called Document Importer.
Get Document Status Codeunit to run to show the status of a document on the document journal.
Reopen Codeunit to reopen registered documents from the document journal or the document card, else you cannot
reopen registered document.
Show Registered Document Codeunit to run when counting the documents registered on the document category card.
To set up a document category with Drag-and-Drop, you need to create a new document category and assign a source table and enable the
parameter Allow Drag-and-Drop. To add a document drop box to a card or list using the same source table as the document category with Allow
Drag-and-Drop enabled, you need to modify the page. Please view the document Manual – Walkthroughs available in the product folder of
Document Capture.
Source ID ID of the source to exclude from the records of the source table of a document category.
Name Name of the source to exclude from the records of the source table of a document category.
Field No. Field number in the source table containing the field value to search for in the document.
Field Caption Field caption in the source table containing the field value to search for in the document.
Rating Number to multiply with the field value length when Document Capture finds a match.
Code Unique code of the connection endpoint. The code of the connection endpoint will be part of the e-mail
address provided by Continia when using the cloud OCR.
Protocol Protocol to use to connect to the connection endpoint. You can choose the following options:
▪ IMAP
▪ Continia Email
Document Capture provides an e-mail address, specified in the Continia Online E-mail Address
column.
Protocol Port Protocol port used when connecting to the e-mail server. The protocol port is usually 993 with an SSL
connection and 143 without SSL.
Server Address Server address used when connecting to the connection endpoint.
Username User name for Document Capture to use when connecting to the connection endpoint with an IMAP
protocol.
Password Password for Document Capture to use when connecting to the connection endpoint. With an IMAP
protocol.
Delete After Download Delete e-mails after downloading documents from the server.
Continia Online E-mail Address E-mail address provided by Document Capture when you use the cloud OCR and you set the protocol of
the connection endpoint to Continia Email.
▪ Identification templates: When you import a document, the identification template of the document category searches and links a
record in the source table to the document. You only assign a single identification template to a document category.
▪ Master templates: Document Capture creates source templates by copying the master template. If Document Capture finds several
master templates for a document category, you have to choose the master template to copy.
▪ Source templates: Templates belonging to a specific record of a source table, for example a vendor. Document Capture uses a source
template to recognize, validate and register documents.
Templates are located on:
Vendor Name of the record in the source table linked to a source template. Caption for this field is dynamically
added based on the Source Table of the Document Category.
Search Text The primary search text of a template. A search text is a text part searched for in documents and Document
Capture links a document to the template with most search texts found, unless it is the primary search text,
then it chooses the first template with a match. For example, for a vendor template a search text can be the
vendors VAT registration number.
No. of Search Texts Number of template search texts, edited with the lookup button.
Default Enable template as default template for the source ID to use it when Document Capture has recognized a
record on the document that has several templates linked to it.
Date Format Date format used for recognized dates on linked documents.
Recognize Lines Capture and recognize document lines when processing documents linked to this template.
First Table Line Has Captions Specifies that the first line of the captured document lines is a caption line.
Show Document After Register Choose how to show documents after registration. You can choose the following options:
▪ Ask
Document Capture shows a message asking if you would like to view the created document.
▪ Always
Document Capture automatically shows the created document.
▪ Never
Document Capture does not show the created document.
Interaction Template Code Code of the interaction template used when creating interaction log entries.
Merge from same E-mail When you are importing files, Document Capture merges documents into one if you send them from the
same e-mail.
Invoice Reg. Step 1 Choose the first step to perform by Document Capture after you register a purchase document as a
purchase invoice. You can choose the following options:
▪ [blank]
Nothing will happen.
▪ Create Invoice
Document Capture creates a purchase invoice, without matching it to a purchase order. You can
still match the purchase invoice to a purchase order afterwards.
Invoice Reg. Step 2 Choose the second step to perform by Document Capture after you register a purchase document as a
purchase invoice. You can choose the following options:
▪ [blank]
Nothing will happen.
▪ Release
Document Capture releases the purchase invoice created.
▪ Post
Document Capture posts the purchase invoice created.
Credit Memo Reg. Step 1 Choose the first step to perform by Document Capture after you register a purchase document as a
purchase credit memo. You can choose the following options:
▪ [blank]
Nothing will happen.
Credit Memo Reg. Step 2 Choose the second step to perform by Document Capture after you register a purchase document as a
purchase credit memo. You can choose the following options:
▪ [blank]
Nothing will happen.
▪ Release
Document Capture releases the purchase credit memo created.
▪ Post
Document Capture posts the purchase credit memo created.
Posting Date Specifies which date to use as the posting date when registering a purchase document belonging to the
template. You can choose the following options:
▪ Use today
Prices Including VAT Create purchase documents with price amounts including VAT when registering a document. This setting is
defaulted from the Vendor or Customer when a new template is created.
Allow Register w/o Amounts Register documents even if Document Capture as not assigned any amounts. You can use this field when
the G/L account of the documents is unknown, then you can still send the purchase document for approval
without purchase invoice lines and let the approvers enter the correct G/L accounts and dimensions.
Always Use Vend. Purch. Code Document Capture assigns the purchaser on the vendor as the purchaser of the purchase document.
Validate VAT Calculation Validate the VAT calculation when registering a purchase document. Document Capture checks if the
amount excl. VAT and the VAT amount equals to the amount incl. VAT, and only allows you to register if it
is valid.
Approval Flow Code Approval flow code linked to the template, containing the list of approvers assigned to purchase documents.
Please view the section regarding approval flow code.
Amount Approval Validation Choose the check to apply to amount fields when approving a purchase documents. You can choose the
following options:
▪ Not Required
▪ Amount Excl. VAT and Amount Incl. VAT must match imported amounts
▪ Only Amount Incl. VAT must match imported amounts
▪ Only Amount Excl. VAT must match imported amounts
Auto Approve within Variance Automatically approve a purchase document when registering a document if it matches with a purchase
order or a purchase return order within the allowed variance.
Translate Item Nos. to When you translate a document line with a type and number, you can choose how to store the translation
for future use. You can choose the following options:
▪ Vendor Item
As a vendor item on the related vendor in standard Dynamics NAV.
Vendor uses your Item Nos. If the translation of a document line number is not in the item cross references, vendor items and from the
vendor item number in the item table, you can enable this field to check the item table directly by using the
document line number as the item number.
Translate to Type (Default) Default type used when performing a lookup in the number field in the document line section.
Auto Match Choose if documents should be automatically matched when they are processed.
▪ No
This will not match the invoice to anything automatically.
▪ Receipt Only
This will match the invoice to only purchase receipts if they exist.
▪ Order Only
This will match the invoice to only purchase orders if they exist.
▪ Receipt or Order
This will match the invoice to both purchase receipts and purchase orders if they exist.
Auto Match Credit Memo Choose if credit memos should be automatically matched and to what. You can choose the following
options:
▪ No
This will not match the credit memo to anything automatically.
▪ Order Only
This will match the credit memo to only return orders if they exist.
▪ Receipt or Order
This will match the credit memo to both return shipments and return orders if they exist.
Max. Variance Amount Allowed Maximum difference allowed when automatically matching an invoice or credit memo. Document Capture
(LCY) accepts an automatic match, even if there is a discrepancy between the amount on the imported invoice or
credit memo and the matched document, if it is within the allowed variance amount.
Max. Variance % Allowed Percentage difference allowed when automatically matching an invoice or credit memo. Document Capture
accepts an automatic match, even if there is a discrepancy between the amount on the imported invoice or
credit memo and the matched document, if it is within the allowed variance percentage.
Copy Matched Header When matched to an existing document this will copy the header dimensions of the first document matched
Dimensions to the new document being created.
Variance Posting Account G/L account used by Document Capture to post any allowed variance lines created in the purchase
document.
Auto Receive Order Variance Automatically receive the allowed variance line created on a purchase order.
Auto Ship Return Order Variance Automatically ship the allowed variance line created on a purchase return order.
▪ No
Document Capture does not match on the order number.
▪ Yes – always
Document Capture always matches on the order number.
▪ Yes - if present
Document Capture matches on the order number if it exists, if it does not exist then it does not
match.
Match Item No. Choose whether to match on item No. when matching the invoice or credit memo. Document Capture only
applies this filter if there are document lines recognized. You need to map the vendor’s item to an internal
account No. You can choose the following options:
▪ No
Document Capture does not match on the item number of the document lines.
▪ Yes – always
Document Capture always matches on the item number of the document lines.
▪ Yes - if present
Document Capture does not match on the item number of the document lines does not have
any.
Match Quantity Choose whether to match on quantity when matching the invoice or credit memo. Document Capture only
applies this filter if there are document lines recognized. You can choose the following options:
▪ No
Document Capture does not match on quantity.
▪ Yes – always
Document Capture always matches on quantity.
▪ Yes - if present
Document Capture matches on quantity, and if there is none then it does not match.
Match Unit Cost Choose whether to match on unit cost when matching the invoice or credit memo. Document Capture only
applies this filter if there are document lines recognized. You can choose the following options:
▪ No
Document Capture does not match on unit cost.
▪ Yes – always
Document Capture always matches on unit cost.
▪ Yes - if present
Document Capture matches on unit cost, and if there is none then it does not match.
Order Reg. Step 1 Choose the first step to perform by Document Capture after you register a sales order. You can choose the
following options:
▪ [blank]
Nothing else will happen.
▪ Create Order
Document Capture creates a new order with the field values recognized in the document
registered.
Order Reg. Step 2 Choose the second step to perform by Document Capture after you register a sales order. You can choose
the following options:
▪ [blank]
Nothing will happen.
▪ Release
Document Capture releases the sales order created.
Credit Memo Reg. Step 1 Choose the first step to perform by Document Capture after you register a sales credit memo. You can
choose the following options:
▪ [blank]
Nothing else will happen.
▪ [blank]
Nothing will happen.
▪ Release
Document Capture releases the sales credit memo created.
Posting Date Specifies which date to use as the posting date when registering a sales document belonging to the
template. You can choose the following options:
▪ Use today
Document Capture will use the date of the current day as the posting date of the sales document
created.
Translate Item Nos. to When you translate a document line with a type and number, you can choose how to store the translation
for future use. You can choose the following options:
▪ Customer Item
As an item in standard Dynamics NAV.
Translate to Type (Default) Default type used when performing a lookup in the number field in the document line section.
Use Customer Item Nos. If the translation of a document line number is not in the item cross references, customer items and from
the customer item number in the item table, you can enable this field to check the item table directly by
using the document line number as the item number.
Validate Line Totals Validate the amount of all recognized lines against the field amount excl. VAT. Document Capture only
allows you to register documents with a valid calculation.
Codeunit ID: Line Capture Codeunit to run when capturing line fields of a document. By default, you can choose between two codeunits
for purchase documents:
Codeunit ID: After Capture Codeunit to run after capturing lines and recognizing fields of a document but before showing the captured
values.
Codeunit ID: Line Validation Codeunit to run to validate template field values of captured line fields of a document.
Codeunit ID: Doc. Validation Codeunit to run to check if a document is valid for registration.
Codeunit ID: Register (Yes/No) Codeunit to run when registering a document manually.
Codeunit ID: After Step 1 Codeunit to run after performing the first registration step.
Codeunit ID: After Step 2 Codeunit to run after performing the second registration step.
Codeunit ID: Transl. (Doc) Codeunit to run to show template translations of a document.
Codeunit ID: Transl. (Templ.) Codeunit to run to show template translations of a template.
Codeunit ID: Show Match Codeunit to run when showing manually matched lines of a document.
▪ Departments – Administration – Application Setup – Document Capture – Document Category – Templates – No. of Search Texts
Search Text Text part to search for in a document imported. Document Capture links a document to the template with
most search texts found, unless it is the primary search text, then it chooses the first template with a match.
▪ Departments – Administration – Application Setup – Document Capture – Document Category – Templates – Fields
Type Choose the type of the template field. You can choose the following options:
▪ Header
Document Capture will process the template field value as a header field value and transfer it to
a header record when registering a document.
▪ Line
Document Capture will process the template field value as a line field value and transfer it to a
line record when registering a document.
Code Unique code for the template field. For example, Document Capture transfers the invoice no. of a purchase
document from the value of the template field with the fixed code DOCNO.
Sort Order Sorting order determining the position Document Capture shows the template fields on the document card
and the document journal.
Field Name Name that Document Capture shows for the template field on the document card and the document journal.
Data Type Choose the data type of the value that the template field will store, process and transfer when registering a
document. You can choose the following options:
▪ Text
Field value can contain numbers, text and special characters which will be treated as text only.
▪ Number
▪ Date
Field value only contains dates.
▪ Lookup
Field value is a lookup to the table assign as source table.
Required A valid value is required for the template field, if there is no valid value then you will not be able to register
the document if it is a header field or Document Capture will not create a line if it is a line field.
Insert on new Templates Insert the template field when Document Capture uses the template as a master template for source
templates, else you will have to add it manually from the document card.
For detailed template field configurations, use the template field card
Field Name Name that Document Capture shows for the template field on the document card and the document journal.
1. Caption First caption Document Capture searches for when trying to find the template field value.
Required A valid value is required for the template field, if there is no valid value then you will not be able to register
the document if it is a header field or Document Capture will not create a line if it is a line field.
Search for Value Search for the template field value in a document when you recognize fields.
If you assign the data type equal to number, you can construct the formula with other template fields that
also have the data type equal to number, or with constant number values, and apply operators such as * /
+-
If you assign the data type equal to text, you can use all template fields in the formula, regardless of their
data type. Fixed letters, text parts and numbers can be directly included in the formula. Document Capture
does not calculate the field value but instead uses the template field values in the formula.
Fixed Value Fixed value assigned to the template field value of all documents belonging to the template.
Insert on new Templates Insert the template field when Document Capture uses the template as a master template for source
templates, else you will have to add it manually from the document card.
Default Page Source Specifies the first page to search and capture template field values in the document, if Document Capture
does not find a field value on the specified page it searches the rest of the document.
Field Type Choose the field type of the template field. You can choose the following options:
▪ Text
▪ Barcode
Data Type Choose the data type of the template field. You can choose the following options:
▪ Text
Field value can contains numbers, text and special characters.
▪ Number
Field value only contains numbers.
▪ Date
Field value only contains dates.
▪ Lookup
Field value is a Lookup to the table assign as source table.
Stop Lines Recognition Enable Document Capture to stop recognizing document line columns according to the following options:
Use as Document Separator Document Capture uses this parameter when you have enabled Split on Separator Fields on the document
category too.
Whenever Document Capture finds the template of a recognized source ID, the separator field values are
stored and compared to the sequential page’s separator field values. If the sequential page contains any of
these values and they are different from the previous pages, then Document Capture will split on this page.
Language Code Language code for the field value used when processing dates to know which language the months are
written in.
Validation Dateformula From Validation date formula for template fields with data type equal to date, calculated from today’s date and
smaller than the date on the document.
Validation Dateformula To Validation date formula for template fields with data type equal to date, calculated from today’s date and
larger than the date on the document.
Decimal Places Number of decimal places on the template field value if the data type is equal to number.
Blank Zero Blank the template field value if it is zero and data type is equal to number.
Source Table Source table for the template field when data type is equal to lookup.
Source Field Field to link the template field value to the records in the source table when data type is equal to lookup.
No. Source Table Filters Number of filters applied to the source table of the template field, edited with the lookup button.
Field in Purchase Header Field in the destination header table of the document category to which Document Capture transfers the
template field value. Document Capture does not transfer the template field value to the destination header
table if the template field has type equal to Line.
Field in Purchase Line Field in the destination line table of the document category to which Document Capture transfers the
template field value.
Multiline Enable if the template field value appears on several lines in the document.
Typical Field Width Specifies the typical value width used when recognizing fields.
Auto Update Field Width Automatically update the typical value width to the actual field width when recognizing fields.
Typical Field Height Specifies the typical value height used when recognizing fields.
Enable Rule Generation Automatically generate validation rules when Document Capture captures a template field value. When
Document Capture validates the template field value, it checks which rules comply with the field value and
the first rule found remains in the list whilst deleting the other rules.
If the data type is equal to text and you change the field value, Document Capture generates a regular
expression consisting of letters and numbers. Only the numerical part of the rule is set as a regular
expression, but with a fixed length. For example, the text INV1234567X1 creates the rule INV[0-9]{6}X[0-1]{1}
meaning that the text needs to start with INV followed by 6 digits, then X followed by 1 digit.
Auto Update Caption Automatically update the caption of the template field after you use the template for the first time or when
you choose a caption for a value in the document.
Caption Is Part Of Value Specifies if the caption is part of the value. For example, a caption for the payment ID is +71, but since the
field value itself contains +71 the caption is part of the field value.
Never use Global Captions When disabled, Document Capture searches for captions specified in the list on the template field of a
document. If it does not find a caption then Document Capture searches for captions specified on the same
template field in the master template.
Caption Mandatory A caption has to be recognized for the template field if is to be assigned. If you disable this parameter, you
can search and capture template field values according to their position on the document.
Transfer Amount to Document You can specify whether Document Capture should transfer the template field value to a document as a line
during registration if the data type is number. You can choose the following options:
▪ Always
Document Capture transfer the amount regardless if document lines are recognised or not.
G/L Account Field Code Contains another template field with data type number to retrieve the G/L account No. from when
transferring the field value to a document line when registering the document. It is not obligatory to created
independent template fields for specifying the G/L account No., but it can be helpful during registration if
you use the template field often.
Subtract from Amount Field (on Contains another template field of data type number to subtract the template field value from before the
registration) document is registered, to assign the amount to one account and the rest of the amount of the specified
template field to another account.
You can use this configuration can, for example, if you want to assign freight charge on a purchase invoice
to one account and the rest of the invoice amount to another account, then the template field for freight
amount you choose to subtract from is the template field for amount excl. VAT.
Purch. Alloc. G/L Account No. Contains the G/L account No. used to post the template field value if purchase allocations are used.
Rule Rule to validate the template field value with and change the status of the document to OK. You construct
rules with regular expressions (http:ororen.wikipedia.orgorwikiorRegular_expression). For example, I[0-9]{10}
means the field value needs to start with I followed by 10 digits from 0 to 9.
Caption Caption Document Capture searches for when recognizing fields on a document.
Translate From Character or text part of the template field value to replace. You can remove a space by assigning it to this
field and then assigning an empty value to Translate From.
Translate To Value to replace part of the field value. You can replace a text part with an empty value by not assigning a
value to the field.
Lookup Codeunit to run when performing lookup on a template field in the document journal or the document card.
Capture Value Codeunit to run to capture the field value when recognizing fields.
Is Valid Codeunit to run when checking if the template field value is valid and complies with all rules.
Validate Codeunit to run when you change the template field value, similar to the OnValidate-trigger.
No. Field number in the source table of the template field that you want to apply the filter.
Caption Field caption in the source table of the template field that you want to apply the filter.
Filter Type Choose a type of filter to apply to the table filter field. You can choose the following options:
▪ Fixed Filter
Apply the filter to the table filter field assigned in the column Filter.
▪ Document Field
Apply the filter to apply to the table filter field from the field value in the document of the template
field assigned in the column Filter.
You need to enable the parameter Auto Move to Company in the OCR Processing section on the document category card for those document
categories you want to use this functionality for. You also have to make sure that the corresponding document category exist in all companies that
you are want to move documents to, since Document Capture will move it to the same document category other companies. If a document does
not contain any of the configured identification texts, you must decide whether the document should be imported into the active company or if it
should be imported into the list of documents with unidentified companies. This is enabled in the Document Capture Setup as well as on the desired
document categories under the OCR Processing section.
Afterwards you need to configure identification text, which are text parts that Document Capture will use to identify a document that belongs to
another company. If Document Capture finds an identification text in a document when you are importing files, Document Capture moves the
document to the linked company, else keeps it in the current company. Identification texts are case-insensitive and the search is performed from
top left to bottom right.
Company Name Name of the company linked to the identification text to search for in a document.
Identification Text Identification text to search for in a document for Document Capture to move it to the company linked.
Contact/Purchaser Translations are typically updated when processing documents, but can also be accessed directly from the menu.
Type Type of documents for which this translation should be enabled. You can choose the following options:
▪ Vendor
This will enable this translation for vendor specific documents. For example, Purchase Invoices
and Credit Memos.
▪ Customer
This will enable this translation for customer specific documents. For example, Sales Invoices and
Credit Memos.
Our Contact Text on the documents that should be translated to a specific salesperson or purchaser code.
Vendor/Customer No. No. of the Vendor or Customer for which this translation is valid. Leave this field empty to make the
translation applicable for all vendors or customers.
Vendor/Customer Name Name of the Vendor or Customer for which this translation is valid.
▪ Departments – Administration – Application Setup – Document Capture – Std. Amount Distribution Codes.
Enabled for Purchase Specifies if this is enabled for purchase or not. You can choose the following options:
▪ No
This Std. Amount Distribution Code cannot be used from the purchase module.
The lines to be created when using a Std. Amount Distribution Code can be configured from the card page. The following screen shows how the
cost of Office Space Rental is distributed to 3 lines, each with G/L Account 8330 but with a different department dimension code.
▪ Through the Continia Users screen and afterwards opening up the User Setup by Company screen. From this screen, you can manage
one user at a time, this user’s permission and allowance in all the companies in the database. This is referred to as Cross-Company User
Management and is the preferred way when you have one user for which you want to see all their permissions and allowance across
different companies.
▪ Through the Continia User Setup screen. From this screen, you immediately see all the users including their permissions and allowance in
the current company. This is the preferred way if you have just one company to administer, or if you want to administer multiple users at
the same time in just one company.
You are not limited to use only one of the above ways to manage users. They work great in combination and you should easily understand in which
situations to use which.
Continia Users Setup are located on, can be access by clicking User Setup by Company in Continia Users or from the menu on:
E-Mail E-Mail of the Continia User used by Document Capture to send e-mails. E.g. approval notifications.
Salespers./Purch. Code The code of the salesperson/purchaser for the Continia User.
Approver ID Continia User ID of the superior user in the hierarchal structure of the approval workflow.
Purchaser Amount Approval The maximum amount allowed for this user when approving purchase documents.
Limit
Unlimited Purchase Approval Enables the user to approve unlimited amounts when approving purchase documents.
Web Approval User If web approval is enabled and this field is populated, it will allow the user to access and approve through
the web approval portal. When new users are enabled as web approval users, it is required to export Continia
users to the web approval portal using the Export Users function on the Continia Users screen or Continia
User Setup screen.
Shared to this user Number of Approval Sharings from other users to this user. By using drill down a list is shown of the other
users this user can approve on behalf of.
Shared to other users Number of Approval Sharings from this user to other users. By using drill down a list is shown of the other
users that have permission to approve on behalf of this user.
▪ Assigning Permissions is a type of permission used to specify which accounts and dimensions that a user can select from when using the
Continia web approval portal. When a user performs a lookup into one of the lookup fields on the web approval portal, the result is
limited by the permissions for the given user. This is primarily used to make selection and searches easier for the user, by limiting the
number of records they see. For example, a user is typically only required to select from 5 – 10% of the total list of G/L accounts. By using
Assigning Permissions, the list of G/L accounts can be limited to only show the relevant G/L accounts. The same ability applies for items,
fixed assets, item charges, jobs and dimensions.
▪ Approval Permissions is used to check if a purchase document has been approved by the appropriate approvers. By using Approval
Permissions, you can define which people are allowed to approve on which G/L accounts, items, fixed assets, item charge, jobs, and
dimensions. Approvers are not automatically identified based on the account types (G/L accounts, items, dimensions, etc.). Approvers are
found from the standard process by using Approval Flows or by using Purchaser Code as the first approver, and then finding additional
approvers based on the amount limits. When using Approval Permissions and when a document is approved and ready to be released,
it is checked that all the lines have been approved by people with the necessary permissions to the used account types. If not, the final
approver is notified which line requires future approval and must then forward the document to the appropriate person.
Permissions can be given to an Approval User Group, which can then be assigned to one or more users. This is desired when you have multiple
users who needs the same Assigning or Approval Permissions. You can also configure permissions directly on users if individual permissions are
required for some users.
Type Type of records for the given permission. Only one line for the combination of Type and Dimension Code
can exist for an approval user group. You can choose the following options:
▪ G/L Account
▪ Item
▪ Fixed Asset
▪ Charge (Item)
▪ Dimension
▪ Job
Assigning Permission Defines the way assigning permissions are set up. You can choose from the following options:
▪ All
This will give permission to all the records of the given Type / Dimension Code.
▪ Include Selected
This will give permission to all the selected records. This is used when you only want to give access
to selected records. Use drill down in No. of Assigning Selections to select the relevant records.
▪ Exclude Selected
This will give permission to all records in the table except the excluded records. This is used when
you want to give access to most records and only disallow some records. Use drill down in No.
of Assigning Selections to select and thereby exclude the relevant records.
▪ Filter
This will give permission to all records within the filter set up in Assigning Filter.
Approval Permission Defines the way approval permissions are set up. You can choose from the following options:
▪ All
This will give permission to all the records of the given Type / Dimension Code.
▪ Include Selected
▪ Exclude Selected
This will give permission to all records in the table except the excluded records. This is used when
you want to give access to most records and only disallow some records. Use drill down in No.
of Approval Selections to select and thereby exclude the relevant records.
▪ Filter
This will give permission to all records within the filter set up in Approval Filter.
▪ Same as Assigning
This will use the same permissions set up for assigning and is useful when the same permissions
are required for both assigning and approving.
Assigning Filter Contains the filter for the given Type / Dimension Code when Assigning Permission has been set to Filter.
Approval Filter Contains the filter for the given Type / Dimension Code when Approval Permission has been set to Filter.
No. of Assigning Selections Number of records when Assigning Permission has been set to Include Selected or Exclude Selected.
No. of Approval Selections Number of records when Approval Permission has been set to Include Selected or Exclude Selected.
Approval User Groups are assigned to users either from the User by Approval User Group screen, from the Approval User Group list, from the
Continia User Setup screen or from the User Setup by Company list. Assigning and Approval Permissions can also be configured directly on a
Continia User, without an Approval User Group, when a user requires individual permissions.
If a user has been assigned more than one Approval User Group with different permissions, or individually set up on the user, then the user will have
access to the sum of all permissions. If permissions for the same records has been set up to be included in one group but excluded in another, then
the excluded permissions will be the effective ones.
In the example below Richard Lum has been assigned permissions for G/L accounts, dimensions and jobs. Four of the permission lines have been
added automatically because Richard Lum is member of the Approval User Group called ‘SALES’. On the first line there is no value in the Approval
User Group field, which indicate this permission has been added specifically for Richard Lum. The effective G/L account permissions for Richard Lum
is therefore that he has access to all the G/L accounts within the filter on the second line, except for the one G/L account excluded on the first line.
Owner User Name Name of the Continia User that is sharing approval requests.
Shared to User ID Continia User ID that can access and approve approval requests.
Shared to User Name Name of the Continia User that can access and approve approval requests.
Sharing Type Type of sharing. You can choose the following options:
▪ Normal
These approval sharings are created by approval administrators.
▪ Out of Office
These approval sharings are automatically created when the approver set up his Out-of-Office
settings. An approval administrator can also create these records.
Valid From From date of the period when the approval sharing is enabled.
Valid To From date of the period when the approval sharing is disabled.
Use Owners Limits & Permissions Enable the same limits and permissions for approval of the approval owner to the temporary approver.
Copy to All Companies This will automatically copy the approval sharing to all companies where both Owner User ID and Shared to
User ID exist.
To enable approvals with Document Capture for NAV versions prior to 2016, you need to enable the standard NAV approval functionality.
For Dynamics NAV 2016 and above you need to enable the Document Capture workflows using the standard NAV workflow engine.
To learn how to setup standard NAV approvals for different versions, please consult the Dynamics NAV documentation. You can also refer to the
Document Capture Quick Guide which shows an example to setup Document Capture with both Approval Templates and with Workflows.
When you create an approval group, you activate dimensions to it and add advance approvers with amounts limit and specific dimensions. If the
purchase invoice line has a value of a dimension equivalent to the dimension value assigned to an advance approver, Document Capture assigns
the approval request to the advance approver.
Priority Determines the order Document Capture checks which approval group to apply to a purchase invoice.
First Entry Created By Determines which user will be set as the first approver when Document Capture links a purchase invoice to
the approval group. The default option is Purchaser. You can choose the following options:
▪ Approver ID
First approver on the approval group with the same dimensions as the first line and sufficient
approval amount limit.
▪ Purchaser
Purchaser on the purchase invoice that you are sending for approval.
Four Eyes Approval Determines if at least two approvers need to approve a purchase invoice before Dynamics NAV considers it
fully approved and releases it, else throw an error message. You can choose the following options:
▪ [blank]
Nothing will happen.
▪ Invoice
At least two approvers have to approve a purchase invoice.
Purchase Header Filter Filter to apply to the purchase invoice number field of a purchase invoice when Document Capture checks
which approval group to apply to a purchase invoice
Purchaser Filter Filter to apply to the purchaser field of purchase invoice when Document Capture checks which approval
group to apply to a purchase invoice
Vendor Filter Filter to apply to the vendor field of a purchase invoice when Document Capture checks which approval
group to apply to a purchase invoice
Mandatory Check that the dimension has a value on the purchase invoice lines of a purchase invoice.
You need to add users (advance approvers) to the approval group and assign dimension value permissions. Document Capture assigns the advance
approver from the approval group with the same dimension value combination of a purchase invoice line and with the lowest amount but with
enough to approve as the first approver, and creates an approval entry. When the approver has approved, if the amount limit is not enough,
Document Capture assigns the next approver in the same approval group but with higher amount limit as approver, and creates a new approval
entry. To add advance approval to the approval group, run the function Users on the approval group card:
Description Description of the web menu that the web approval portal shows to the web users.
Description Description of the submenu that the web approval portal shows to the web users.
Approval Code Filter Code of the approval template for the web approval portal to filter the approval entries.
Table ID Filter ID of the table for the web approval portal to filter the approval entries.
Document Type Filter Number of the document type in the table set as Table ID Filter for the web approval portal to filter the
approval entries. On the image, 1 is equal to orders on the table 36 - Sales Header.
Table ID ID of the table for the web approval portal to filter the approval entries to use the PDF report.
Table Name Name of the table for the web approval portal to filter the approval entries to use the PDF report.
Document Type Option of the document type in the table set as Table ID for the web approval portal to filter the approval
entries to use the PDF report.
PDF Report ID ID of the PDF report to use for the filtered approval entries.
Report Name Name of the PDF report to use for the filtered approval entries.
Level Level determining the sequence Document Capture sends reminder e-mails.
Due Date Calculation Day formula to calculate when Document Capture sends a reminder e-mail for the level by applying it to the
first date Document Capture sent the approver an approval request.
Send CC to Manager Choose a manager that should receive a copy of the reminder e-mail. You can choose the following options:
To use the general posting setup of Document Capture, you need to set Purch. Alloc. G/L Account Type to Use Posting Setup on the Document
Capture Setup card. If you set the Purch. Alloc. G/L Account Type to Use Source Account instead, Document Capture assigns the G/L account on
the purchase invoice line as the cost account.
You can view the purchase allocation amount from the purchase invoice card or the vendor card, where you also can view the underlying purchase
allocation entries.
▪ Departments – Administration – Application Setup – Document Capture – General Posting Setup (DC).
Gen. Bus. Posting Group General business posting group on the vendor of the purchase invoice.
Gen. Prod. Posting Group General product posting group of the G/L account or item of the purchase invoice line.
Purch. Allocation Account The cost account that Document Capture assigns to the purchase allocation entry created and posted.
▪ Departments – Administration – Application Setup – Document Capture – Vendor Posting Groups (DC).
Code Vendor posting group of the vendor for the purchase invoice.
Purch. Allocation Account The balance account that Document Capture assigns to the purchase allocation entry created and posted.
▪ DC-ALL
Role to assign to all users in Dynamics NAV. This role is necessary for user that do not use Document Capture too, since they might still
need certain permissions to access and run objects that interfere somehow with the standard code of Dynamics NAV.
▪ DC-WEB
Role to assign to all users in Dynamics NAV that are set up as web users.
▪ DC-CAPTURE
Role to assign to users in Dynamics NAV that import files, capture values in documents and register documents with Document Capture.
▪ DC-APPROVE
Role to assign to users in Dynamics NAV that perform the basic approval functions when approving documents in Dynamics NAV. The
basic approval functions are approve, reject, put on hold, forward and add comment.
▪ DC-EDIT
Role to assign to users in Dynamics NAV that need to edit purchase invoice lines when approving.