The core function of Ventoo Document Reader is automatically recognizing payment data from a PDF attachment. This function isn't triggered directly by you as a user, but by a dependent extension, as part of sales or purchase document processing.
Prerequisite
For a call to return any data at all, the following conditions must be met:
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Ventoo Document Reader is switched on under Enabled.
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The function URL and function key are configured.
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The user in whose context the calling extension runs has the Document Reader - All permission set (or equivalent read access to Document Reader Setup).
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The document being processed has a PDF document attachment.
Flow for end users
From a user's perspective, recognition runs entirely in the background, typically when the calling extension imports or captures a document:
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A document with a PDF attachment is captured or imported in Business Central.
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The calling extension automatically passes the attachment to Ventoo Document Reader.
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If the PDF contains a valid Swiss QR-bill with a QRR reference, the calling extension receives the complete payment data back (see Table and field reference for all fields).
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The calling extension automatically applies the data — e.g. as a suggested payment reference or creditor details.
Note: Without such a dependent extension installed, this function remains invisible to you as a user. Ventoo Document Reader delivers its data exclusively through the programmatic interface, not through a page or action of its own.
Return data overview
On a complete match, the calling extension has access to the following data groups:
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Payment reference (type and value, validated)
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Creditor (IBAN, name, address)
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Debtor (name, address)
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Amount and currency
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Unstructured message and billing information
See Table and field reference for the complete list of fields.