OCR Mapping in AP Capture AI

The AP Capture AI feature uses Optical Character Recognition (OCR) to automate AP Invoice processing, saving valuable time and resources. This article provides a walkthrough of correcting field mapping in the AP Capture AI feature on the Documents to Process screen.

The OCR feature identifies text on an uploaded invoice and uses the text to automatically complete fields on the Documents to Process screen. If certain fields are filled with incorrect information or if information is missing, users can train the OCR feature by correcting the mapped fields. 

To begin, select the Review OCR Mapping button above the Document Previewer. This opens the Review OCR Mapping screen, where you can instruct the tool by making mapping corrections directly on the invoice. When corrections are made in the Review OCR Mapping screen, the tool remembers these mapping selections to improve automation for future invoices.

Mapping Using Fields

When mapping general information that consists of a single line item, such as contact information, dates, or invoice numbers, use field labels to map the data to fields in R365.

	In the document window, click and drag to draw a box around the text.
	In the resulting dialog box, select the Label that best describes the data.
	Select Save. The field and corresponding data appear in the Fields pane.
	In the Fields pane, select the checkmark next to the newly mapped field to confirm the selection.
	Continue until all fields are correctly mapped and confirmed.
	When finished, select Submit Corrections. The corrections are saved to improve accuracy on future mappings.

Mapping Using Tables

When mapping multiple lines of data, such as purchase items, quantities, and costs, use tables to capture several line items at once. 

In most cases, the AP Capture AI recognizes table-style data and automatically creates a table to capture the necessary information. If necessary, complete steps 1-3 to add a new table. To edit an existing table, continue to step 4. 

	Select Add Table.
	In the resulting dialog box, enter the number of Columns and Rows to include in the table.
	Select Add Table.
	Move and resize the table as needed to correctly capture all line items. Data from the table appears in the Line Items pane.
	In the Line Items pane, use the drop-down menus to assign headers to each column and select the checkmark in each cell to confirm that the mapping is correct. Select Full Width to open and expanded view of the table at the bottom of the screen.
	Continue until all fields are correctly mapped and confirmed.
	When finished, select Submit Corrections. The corrections are saved to improve accuracy on future mappings.