A new feature in NAV 2013 R2 allows companies to store links to incoming documents and reference them in Purchase Invoices and Journal Lines.  There is a video in the How Do I series on Managing Incoming Documents in Microsoft Dynamics NAV 2013 R2.

I wanted to add a functionality to scan and store the files within NAV.  Using the Hardware Hub and the Hardware Hub Twain Client to easily scan documents and store them in NAV.  The objects needed are attached below.  You will need to put the Hardware Hub Proxy Add-in to the NAV 2013 R2 Server Add-in folder.  There is a possibility of doing this without the add-in by manually creating the soap requests.  I did this in the NAV 2009 R2 version for the Classic Client and if needed I should be able to make available a similar NAV 2013 R2 version.

So, how does it work ?

First step is to download and install the Hardware Hub Twain Client on the computer with a twain compatible scanner and the Hardware Hub Proxy Add-in to the Server Add-in folder..  Double click the icon in the notification area to get the program windows in foreground.  Next step is to install the new and modified objects into your NAV 2013 R2 database.

Then go to Incoming Document in the Windows Client.  After an incoming document entry has been created the New Attachment button will be enabled.NewIncomingDocumentEntry

Click New Attachment button.  The first time you open this page you will need to set up the scanner connection.

ScanningSetup

You need to compare the Hardware Hub Path and the Hardware Hub Scanner GUID to the Twain Client window.  It should be enough to copy the GUID from NAV to the Twain Client.

TwainClient

Minimize the Twain Client and go to the ACTIONS menu to select scanner.  You can test the Hardware Hub connection with the About action.

SelectScanner

These settings will be saved with the page data personalization for the current user.

If you select to “Show Settings” the settings dialog will sometimes appear behind the NAV Windows Client – just to let you know.

You can also browse for an existing file in the File Name drill down arrow and that file will be uploaded into NAV.  When you close this window the URL to the Incoming Document Store will be added to the Incoming Document.  You can add multiple files to a single Incoming Document and the URL will open all of them.

This solution will work on a cloud based NAV and also via remote desktop.  I was able to scan with the Web Client but that functionality is not fully tested.  Your feedback is always appreciated.

Objects: IncomingDocumentStore, 2014-07-29 Update

Hardware Hub IIS Service on Objects4NAV.com

7 thoughts on “Scanning and attachments for Incoming Documents in Microsoft Dynamics NAV 2013 R2

  1. Miguel Hernandez says:

    Hi, my name is Miguel, i have a problem when i use this funcionality. When i use the action “scan” in the page 50000, by example, I get the message error “A call to hardwareHubProxy.hardwareHub.hub.sendcommand failed with this message: request for the premission of type “System.net.webpermission, system,version=4.0.0.0,culture=neutral, publickeytoken=b77a5c561934e089.

    any suggestions??

    Thank you

    1. Can you email me screenshots of your setup and where in the codethe error occurs?

  2. Simon says:

    Hello GUnnar.

    We just started using Navision.

    Our old ERP was very clever with the “attachement” function, where i could pick a file from my computer and attache it to a posting/journal line.

    is it possible to do the same in Navision? I just want to link a file that is already on my computer, i dont need the scanner setup.

    1. Hi Simon

      You can manually create a new link and paste the path the the file as the URL

      1. Simon says:

        Hey Again. Thank you very much for your answer.

        By link a file, i mean attach a file. It dosent work for me if the file is on my computer (because we use NAvision from many computers and then i wont be able to open the file from other computers). Thats why i hope that i can attach a file (upload a file) so i can download it/open it from any computer? Do you know if that is possible?

        1. Hi Simon

          That solution should be available soon from my website – hold on…

          1. Simon says:

            Im very glad to hear that :-).

            Were you already startet to develop it before my postings?

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