DocVision maps PDF line items to Acumatica Inventory IDs through an Inventory Cross-Reference tab that appears after Enable CrossRef is turned on for the Inventory ID field. Users can map PDF item values manually or import all item mappings through Excel, then use Validate Items on an imported document to apply existing cross-references to its detail lines.
The Biz-Tech Services DocVision product for Acumatica uses these mappings while turning customer PDF documents into sales orders. This article stays with the documented item-mapping path: choosing the sales order detail target, creating inventory cross-references, activating fields, validating imported lines, and reading the green, red, and yellow status indicators. The guide does not define item-class mapping, alias rules, or a separate unmapped-item queue.
What DocVision Item Mapping Does in Acumatica
DocVision creates Acumatica sales orders from uploaded PDF documents such as purchase orders or shipping requests. A customer-specific template defines how values from a particular PDF structure correspond to Acumatica values. After a PDF is imported in PDF Import Settings, DocVision automatically identifies PDF FieldName and PDF Value entries and sets initial Target Object and Source Field values in the Import Mappings tab.
Users can then map PDF fields to the appropriate Acumatica fields. For item lines, the documented cross-reference feature connects a PDF item value with an Acumatica Inventory ID. This connection lets Validate Items find an existing inventory cross-reference and display the resulting Acumatica value in the Details tab of the imported document.
The documentation does not call the PDF item value a SKU, alias, vendor item, or customer item number. It simply calls the records PDF items and says that they can be mapped to Acumatica Inventory IDs. Use those terms when confirming a DocVision implementation so that broader identifier behavior is not assumed.
Map PDF Line Items to Acumatica Inventory IDs Step by Step
The documented sequence starts with the customer’s PDF template and ends with an imported document whose item lines can be validated against saved inventory cross-references.
1 Open PDF Import Settings and use the Plus button to create a workspace
2 Import a representative PDF file so DocVision can create the template and display the PDF beside the mapping workspace
3 In Import Mappings, review the automatically populated PDF FieldName, PDF Value, Target Object, and Source Field values
4 For sales order detail fields, select Sales Order, Details, and Advanced in the Target Object hierarchy
5 For the Inventory ID field, enable Enable CrossRef so the Inventory Cross-Reference tab appears
6 In Inventory Cross-Reference, map PDF items to Acumatica Inventory IDs manually or import all item mappings through Excel
7 Select Active for each mapped field that should be included when DocVision generates the sales order
8 Import or open the document in Import Document and use Validate Items to apply saved inventory cross-references to the PDF lines
9 Review the Details tab, line colors, and Error Message field before selecting Generate Sales Order
Target Objects and Source Fields for PDF Detail Lines
DocVision separates PDF values from their Acumatica destinations. PDF FieldName and PDF Value describe what was extracted from the uploaded document. Target Object and Source Field define where that extracted value belongs. The Import Mappings tab receives initial values automatically, and the user can manually map PDF fields to corresponding Acumatica values.
For a sales order header, the guide directs users to Sales Order and Advanced in Target Object. For a sales order line, it directs users to Sales Order, Details, and Advanced. The second path matters for Inventory ID because an item belongs to the sales order details rather than the order header. The documentation provides the hierarchy names but no Acumatica screen ID or field-selection example for Inventory ID.
Only mappings with Active selected are uploaded during sales order generation. An inventory mapping can therefore exist in the template while being excluded from the generated order if its Active checkbox is not selected. The source does not describe whether DocVision blocks generation when an inactive mapping would leave an item line incomplete.
Inventory Cross Reference for PDF Items in Acumatica
Enable CrossRef is the documented switch for item-level translation. When it is enabled for Inventory ID, DocVision displays the Inventory Cross-Reference tab. That tab is where a PDF item is paired with its Acumatica Inventory ID. The guide does not describe a separate intermediate item record or a mapping outside the PDF Import Settings template.
A similar but separate customer feature is mentioned in the guide. When Cross Reference is selected, a Customer Cross-Reference tab appears for mapping PDF customer values and locations to Acumatica customers and locations. The source does not explain whether the labels Enable CrossRef and Cross Reference represent the same control in different contexts or two distinct controls.
For inventory work, rely on the explicit instruction tied to the Inventory ID field: enable Enable CrossRef and use Inventory Cross-Reference. Customer mapping should not be treated as evidence for undocumented item-alias or item-class rules.
Manual Mapping and Excel Import for Inventory IDs
DocVision supports two documented ways to populate item cross-references. Users can manually map PDF items to Acumatica Inventory IDs, or they can import all items through Excel. Both methods populate the Inventory Cross-Reference area used when imported document lines are validated.
The manual does not show the Excel file structure, required columns, accepted file type, duplicate handling, update behavior, or error response for rejected rows. It also does not state whether a manual entry overrides an imported entry. Prepare the spreadsheet format only after confirming those details in the installed DocVision version.
Per-customer PDF mapping allows different customers to use different templates and document structures. The guide does not say whether an inventory cross-reference is shared across templates or stored separately for each customer template. That scope should be tested before the same external item value is expected to resolve across multiple PDF layouts.
Validate Items and Unmapped PDF Lines in DocVision
The Import Document screen can open an existing or previously imported document, display the PDF and its mappings, and retain the Template ID. When an item line is yellow because its item is not mapped correctly, Validate Items provides the documented recovery step.
Validate Items maps PDF items to Acumatica values and displays them in the Details tab when those items are already mapped in Inventory Cross Reference on PDF Import Settings. This condition is important: the button applies existing cross-references. The guide does not say that it creates a new inventory mapping from an unknown PDF item.
The documentation does not define a dedicated unmapped-record queue or describe how to jump directly from a yellow line to a new Inventory Cross-Reference entry. It also gives no rule for two PDF values that point to the same Inventory ID, one PDF value that could match more than one Inventory ID, blank item values, or duplicate lines. Those cases require confirmation in the installed product.
Mapping Status and Item Errors in DocVision
DocVision uses three line colors on the Import Document screen. Green indicates that everything is mapped correctly and the file is ready for sales order generation. Yellow indicates, as the guide’s example, that items are not mapped correctly. Red indicates an issue with an item line during import and is paired with an error message in the Error Message field.
The guide names the Error Message field but does not reproduce any item-line error text or provide validation rules that distinguish yellow from red. It does not state whether yellow prevents generation, whether red always blocks an order, or whether users can override either condition. Read the actual line status and Error Message value before generating a sales order.
A separate warning exists for a missing purchase order number during PDF import: The document for the mapping does not have any number. Please select an alternative PO Number. That warning concerns header mapping and Dynamic PO Number, not Inventory ID mapping, so it should not be used as an item-validation rule.
Mapping Features Not Defined in the DocVision Guide
The source documents direct PDF-item-to-Inventory-ID cross-references, but it does not define SKU aliases, alternate identifiers, item-class defaults, wildcard or partial matching, case sensitivity, leading-zero treatment, UOM conversion, or automatic item creation. It does not identify a precedence rule when several cross-references could match the same PDF value.
The guide also does not provide an unmapped-item inquiry, an export of missing values, a cross-reference audit report, or named validation rules. The only documented operational evidence is the mapping data, the Active checkbox, the Details tab, the three line colors, Validate Items, and the Error Message field. Keep any broader mapping requirement separate until it is verified against the installed DocVision customization.
Where to Check Your DocVision Inventory Mapping
Use the documented screens and fields below to review the mapping before and after a sales order is generated.
1 In PDF Import Settings, confirm that the correct customer template and PDF are open
2 In Import Mappings, review PDF FieldName, PDF Value, Target Object, and Source Field
3 For Inventory ID, confirm that Enable CrossRef is enabled and Inventory Cross-Reference is available
4 In Inventory Cross-Reference, confirm that each known PDF item points to the intended Acumatica Inventory ID
5 Confirm that Active is selected for every field that should be included during sales order generation
6 In Import Document, select the document number and confirm its Template ID and mapping details
7 Use Validate Items and inspect the mapped values in the Details tab
8 Review green, yellow, or red line status and read any Error Message value
9 After Generate Sales Order runs, confirm the order number, order type, Generated checkbox, and document number on the Sales Order screen
DocVision Inventory ID Mapping Frequently Asked Questions
Where are PDF items mapped to Acumatica Inventory IDs?
Enable Enable CrossRef for Inventory ID in PDF Import Settings. DocVision then shows the Inventory Cross-Reference tab, where PDF items can be mapped to Acumatica Inventory IDs.
Can DocVision import inventory mappings from Excel?
Yes. The guide says users can import all items through Excel as an alternative to manual mapping. It does not document the spreadsheet columns or validation rules.
Which Target Object should be used for a sales order item line?
Select Sales Order, Details, and Advanced in Target Object for sales order detail fields. The source distinguishes this from Sales Order and Advanced for header fields.
Why is a DocVision item line yellow?
Yellow can indicate that an item is not mapped correctly. If the PDF item already has an Inventory Cross Reference, use Validate Items to map it to the Acumatica value and display it in Details.
What does a red item line mean in DocVision?
Red indicates that an item line had an issue during import. Read the Error Message field for that line. The guide does not provide an error catalog or corrective steps for specific messages.
Does Validate Items create a mapping for an unknown PDF item?
The guide only says Validate Items maps items that are already present in Inventory Cross Reference. It does not state that the button creates a new mapping for an unknown value.
Can DocVision map inventory by item class or alias?
The documentation does not describe item-class rules, aliases, or automatic matching. It documents direct PDF item to Acumatica Inventory ID cross-references.
How do I know the mapped document generated an Acumatica sales order?
After generation, the imported document should show the order number and order type, and Generated should be selected. The document number should also be visible on the Sales Order screen.
Work With Biz Tech Services on DocVision Mapping
A documented DocVision inventory-mapping process links extracted PDF item values to Acumatica Inventory IDs in Inventory Cross-Reference, activates the required detail fields, and validates imported lines before order generation. The Import Document colors and Error Message field provide the available exception evidence.
If your team needs help configuring DocVision templates, inventory cross-references, or PDF line validation in Acumatica, visit https://biz-techservices.com to contact Biz-Tech Services or schedule a personalized demonstration.
