The Fundamentals of Document Capture for Microsoft Dynamics, and Why They Matter

Last month, I outlined the benefits of using document imaging with Microsoft Dynamics AX, GP, and NAV. Now I want to explore the process further and discuss how paper-based information gets captured.

In this article, I address the document-capture process in some detail. Next month, we will use this information to contrast centralized vs. distributed processes so you can make an informed decision about which approach is best for your Microsoft Dynamics environment.

Capture is defined as the process of importing documents and information into a digital format for processing, management and storage. It is a critical part of any document imaging system and can account for nearly eighty percent of that system's ongoing costs. Understanding the capture process can help eliminate potential long-term problems and ensure a successful imaging project.

The document capture process in detail

Document Capture is a multi-step process. Regardless of your ERP application, these steps are universal and must be performed, but not necessarily in the order below. The steps for document capture include:

1. Prepare: Paper...