The Sales Orders and Credit Memos category

  • 15/05/2025
  • 4 minutes to read

The Sales Orders and Credit Memos category – SALES – in Continia Document Capture enables you to automatically create and update sales orders and credit memos based on data recognized in another document (typically a purchase order from a customer). The sales orders and credit memos are created in Microsoft Dynamics 365 Business Central once you register them.

When a sales order is created this way, the recognized data can be, for example, order and delivery dates, item numbers and quantities – or virtually anything else that you might find relevant to capture in the document from the customer.

This article focuses on sales orders, but the instructions within also apply to credit memos.

To create a sales order

To create a Business Central sales order based on an imported document:

  1. Choose the Search icon, enter Document Categories, and then choose the related link.

  2. Select the SALES code to open the document journal for sales orders and credit memos.

  3. In the list of documents, select the one you want to use as a basis for the sales order you're about to create.

  4. If the document is related to a new customer, make sure that there's a template associated with it. If not, create the customer by selecting Customer > Customer Card in the action bar and filling out the details. Document Capture will then create a copy of the related master template, and associate it with the new customer.

  5. In the action bar, select Home > Recognize Fields to capture the fields of the selected document.

  6. Check that all required fields have been captured correctly, and if any warnings or error messages are displayed in the Comments section at the bottom. If something is wrong or missing, correct this manually. For example, to capture any unidentified field captions or values manually, see Capturing header fields in a document.

    Note

    More often than not, capturing amounts isn't necessary because your prices and other amount-related values should come directly from Business Central.

  7. Optional: If needed, you can also perform manual or AI line recognition on sales orders. For more information, see Capturing line fields in a document (line recognition).

  8. In the action bar, select Home > Register to register the new sales order.

The sales order is then created as a business unit in Business Central, ready for further processing.

See also

Basic concepts in Document Capture
Working with document categories