DocVision recognizes customer and ship-to information in PDF documents through configured templates, with a Customer Cross-Reference that maps PDF customer values and locations to Acumatica customers and locations. The mapping should be reviewed before a sales order is generated.
This guide focuses on the customer and location mapping decisions behind that process. It also explains what the documented review screens show and where the DocVision guide leaves the recognition and duplicate-prevention rules unspecified.
What DocVision Customer Recognition Does
DocVision is an Acumatica enhancement for creating sales orders from PDFs. Its documentation describes per-customer PDF mapping and customer and ship-to recognition using pre-configured templates. A template connects fields in an imported document to Acumatica values; the Customer Cross-Reference maps PDF customer values and locations to Acumatica customers and locations.
The manual does not explain how DocVision selects a template for an incoming PDF or how it resolves ambiguous customer and location matches. Confirm those rules for your implementation rather than assuming that a name, address, or other field is sufficient on its own.
Customer and Ship-To Mapping at a Glance
Import a representative PDF in PDF Import Settings and create its template.
Review the automatically populated PDF FieldName, PDF Value, Target Object, and Source Field mappings.
Manually map the relevant PDF fields to the corresponding Acumatica values and activate the fields needed on the sales order.
When Cross Reference is selected, use the Customer Cross-Reference tab to map PDF customer values and locations to Acumatica customers and locations.
Review the imported document, its Template ID, customer, and mapped data before generating a sales order.
After generation, inspect the resulting order and trace it to the source document.
Configure a Template for Customer and Ship-To Data
On PDF Import Settings, press the Plus button to open a workspace where a PDF can be imported and a template created. The imported document is displayed on the right, with controls for changing pages and zooming. Use that view to compare source values with the mapping fields.
The system automatically sets PDF FieldName and PDF Value and automatically sets mappings between Target Object and Source Field in the Import Mappings tab. The guide says the PDF fields can then be mapped manually to corresponding Acumatica values. For sales order header fields, it specifies Sales Order > Advanced as the Target Object path.
The Active checkbox matters: the guide states that only fields marked Active are uploaded during sales order generation. Check the relevant customer and ship-to fields and their intended targets before relying on the generated order.
Map Customer Values and Locations
When Cross Reference is selected, the Customer Cross-Reference tab appears. There, map the customer values and locations from the PDF to the intended Acumatica customers and locations. The guide does not name the cross-reference columns or explain the exact matching algorithm, so confirm the displayed fields in your installed version.
Review mappings against the source document and the intended customer account and location before processing orders. This is a practical review step: the documentation does not establish that DocVision automatically detects duplicate customers, prevents duplicate orders, or chooses among similar addresses.
Review the Imported Document Before Generating an Order
The Import Documents screen can display a previously imported PDF and its mappings when a document number is selected. The screen retains the Template ID. Its Documents tab displays the Template ID, document number, Order Type, and Customer. Compare those values and the mapped data with the PDF before proceeding.
The guide describes green as ready for sales order generation, red as an item-line issue with details in the Error Message field, and yellow as a warning such as an item that is not mapped correctly. It does not define those colors as a complete customer or ship-to validation test. A green indication alone should not replace review of the intended customer and location.
Validate Items is described for resolving item mappings already present in Inventory Cross Reference. The guide does not say that this button validates or repairs customer or location mappings.
Duplicate Prevention and Order Accuracy
Check the document number and existing records before generating another order if duplicate processing is a concern. The guide says the Generated checkbox is selected after a sales order is generated and the document number is visible on the Sales Order screen. These fields help with review and traceability, but the guide does not describe an automatic duplicate check or guarantee that it will block a second order.
After selecting Generate Sales Order from the three dots menu, compare the resulting order with the PDF, including the customer and ship-to information your workflow requires. The guide describes creation from mapped data but does not specify the complete set of fields written in every configuration. Investigate discrepancies before downstream processing.
Where to Check Your DocVision Customer Mapping
PDF Import Settings: the template created from the representative PDF.
PDF FieldName and PDF Value: the fields and values detected from the document.
Import Mappings: Target Object, Source Field, and Active status for required fields.
Customer Cross-Reference: the PDF customer and location values and their Acumatica mappings.
Import Documents: the selected document, displayed PDF, retained Template ID, and mappings.
Documents tab: Template ID, document number, Order Type, and Customer.
Error Message field: the documented location for details of a red item-line issue.
Generated checkbox and Sales Order screen: generation status and document number for traceability.
Import PDF Documents inquiry: document numbers, Template IDs, customer information, and generation dates.
DocVision Customer Mapping: Frequently Asked Questions
How does DocVision identify the customer and ship-to information?
The guide says DocVision identifies customer and ship-to information using pre-configured templates. It does not specify the recognition algorithm or the fields used to select a customer.
Where are PDF customers mapped to Acumatica customers?
When Cross Reference is selected in PDF Import Settings, the Customer Cross-Reference tab appears. It maps PDF customer values and locations to Acumatica customers and locations.
Why might a mapped field be missing from a generated order?
Check whether the mapping is Active. The guide states that only fields whose Active checkbox is selected are uploaded during sales order generation. Also review the mapping target and the source PDF.
Does Validate Items fix a customer mapping?
The guide describes Validate Items for PDF items that are already mapped in Inventory Cross Reference. It does not document customer or location validation through that button.
Does DocVision automatically prevent duplicate customers or orders?
The guide does not document an automatic duplicate-customer or duplicate-order control. Review existing records, the document number, and Generated status according to your company process.
Where can I trace a generated order back to its PDF?
The guide says the document number is visible on the Sales Order screen after generation. Import Documents displays the PDF and its mappings by document number, while the Import PDF Documents inquiry lists document and customer information.
Work With Biz-Tech Services on DocVision
Biz-Tech Services can help you review how DocVision templates and customer cross-references fit your PDF order workflow. Visit https://biz-techservices.com to discuss your requirements.
