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Mapping Issue with Continia Document Capture for Sales Orders

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Posted on by CU12082007-1

Hi everyone,
I'm running into a mapping issue while using Continia Document Capture in Dynamics 365 Business Central, specifically when processing Sales Orders.

The incoming documents are being captured correctly, but the system fails to map the extracted data (e.g., customer info, order number, lines) to the Sales Order fields. I’ve already checked that the Sales Header exists and the document type is 'Order', so it’s not a linking problem.

Has anyone successfully configured mapping templates or field recognition for Sales Orders in Document Capture?

Are there specific mapping rules or templates required for sales documents?

How can I ensure OCR fields are correctly mapped to Business Central fields?

Any help or examples would be greatly appreciated. Thanks!

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Dynamics 365 Business Central

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Jainam M. Kothari 15,666 Super User 2026 Season 1 on at

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Hello,

To resolve mapping issues in Continia Document Capture for Sales Orders in Dynamics 365 Business Central, ensure that the incoming document is correctly linked to a customer-specific template under the SALES category.

Use the "Recognize Fields" function to trigger OCR and verify that all necessary fields—like customer info, order number, and line items—are identified and mapped using the Template Field Card.

You can apply regex rules for validation and use line recognition settings to capture item-level data accurately.

Proper configuration of master and source templates, along with optimized OCR settings, is key to ensuring seamless data mapping into Sales Order fields.

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OussamaSabbouh 10,875 Super User 2026 Season 1 on at

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Hello,

Sales Order mapping in Continia Document Capture must be set up manually — there’s no default template.

Create a Sales Order category, open Field Mapping, and link OCR fields (like Customer No. or Quantity) to Business Central fields on Sales Header and Sales Line.

If lines don’t map, retrain fields using Document Templates → Learn Fields.

Regards,

Oussama Sabbouh

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CU12082007-1 70 on at

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Thanks alot to Mr. @Jainam M. Kothari & Mr. @OussamaSabbouh for the earlier suggestions — I’ve now attached a screenshot showing that all relevant fields in the document and template field card are properly configured. The system is accurately pulling data from the incoming document using OCR, and the fields are matched correctly to the Sales Header and Sales Line (e.g., Customer No., Order No., Quantity, Unit Price, Line Amount).

Despite this, I’m still getting the following error:

“Amounts are not matched”

This happens even though:

The line amounts and total amounts appear consistent

The template field card includes all necessary fields

The document category is set to Sales Order and the mapping is active

Could this be due to:

A mismatch in decimal precision, currency, or rounding logic?

A missing or misinterpreted total amount field in the header?

A validation rule that compares calculated totals vs extracted totals too strictly?

Would really appreciate any insights or examples from those who’ve resolved similar issues. Thanks again for your support!

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