The OCR Mappings screen is accessed from the Draft Transaction Screen and is where AP users review OCR Mapping in Capture AI.
Suggestions made in OCR Mapping are not specific to each instance and update the tool across all organizations that use Capture AI with R365. Suggestions are reviewed and incorporated globally on a regular basis to help improve automation accuracy overtime. Changes made in the OCR Mappings screen may take time to reflect and may not apply if they are not in line with mapping suggestions across all organizations using the tool.
R365 Best Practices
Use OCR mapping to correct fields so they match how the invoice or credit memo should be read.
Do not use OCR mapping to create workarounds, remove entire tables, or force mappings that conflict with the document layout.
Navigation
Navigation Steps
Open the Accounting application.
Expand the Accounts Payable category.
Select Documents to Process.
Select review in the desired transaction row.
In the Draft Transaction screen, click Actions, then select Review OCR mapping.
Security
The following permission is required to access the OCR Mappings screen:
Administration → System Setup → Edit OCR Mappings
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
OCR Mappings Screen
Field | Description | |
|---|---|---|
1 | File Name | File name of the document. |
2 | Submit Suggestions | Saves mapping corrections and informs the software to improve accuracy for future mapping. |
3 | Document window | Displays an interactive version of the document. Click and drag to draw boxes around items in the document and map them to fields. |
4 | Fields | Displays a list of fields along with the data that is currently mapped to each field. |
5 | Tables | Data that has been extracted from the document using a table. Tables can be used to extract rows of data from the document. Assign column headers to the correct data type and select the checkmarks in each cell to confirm that the data is correctly mapped. |
6 | Zoom | Zoom in or out to better view the document. |
7 | Show Grids | If selected, grid lines appear around data that was mapped using a table. |
8 | Add Table | Add a new table to extract data from the document. |