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Showing posts from March, 2017

Comparison of DocuSign Vs Acumatica eSignature features

eSignature is growing trend in the industry as we automate towards paperless economy and more digital, Cloud solutions like Acumatica makes it even easier to integrate digital signature.

Customers who want to accept signatures on sales document or proof of delivery on shipment documents can now choose to do so.
With 2 options, either use Acumatica built-in Docusign feature (Subscription to Docusign is a must) or use custom plugin/package eSignature from InfoSourcing.

Acumatica DocuSign integration was recently unveiled at the Summit 2017 and we put this comparison of features and functionality of both application to Acumatica users.

DocuSign is a leader in document signature on pdf documents such as proposal, real estate deals etc. DocuSign was integrated with Acumatica Ver 6.1 and its tied to file system management which allows user to pick a specific document like Sales order or Invoice and send that for signature through DocuSign.

Acumatica eSignature developed by InfoSourcing Inc (Ce…

Receipt Summary Browser Using Pivot and Generic Inquiry Feature In Acumatica 6.0/6.1

In the latest release ver 6.0/6.1 there are quite lot of new features that we are excited about, today we will discuss on Pivot and how you can extract data from Acumatica and be able to slice your data till it makes sense.

Pivot tables is as extension to Generic Inquiries, in version 5.0 we had capability to extract data via GI but didn't quite had the capabilities to sum or group the data easily or get a count across data elements, pivot makes that happen.

Here we are demonstrating capability of being able to view summary of all receipt received through various payment methods cash, check, credit card or On account terms.
Step 1: Generic Inquiry(click image to view large size)We created a new generic inquiry with relevant tables to extract data of payment information from Acumatica using tables
PX.Objects.AR.ARPayment 
and PX.Objects.CA.CATran
Get all fields that are required for viewing with your conditions and sort order, view the inquiry results from the result window click Cus…

USPS Address Validation for Acumatica Cloud ERP - GitHub Project

Address Validation Via USPS-Acumatica APIUSPS address validation project was developed during Acumatica Summit Hackathon 2017 and shared as Github project

Cleanse your address records within Acumatica through USPS API, it's free to use USPS API, setup a new account on USPS website and utilize their user id within our plugin.

The Address validation custom package for Acumatica allows to interface with Contact address or any address that you can pass and validate street, city, state and zipcode. PrerequisitesYou must have USPS account https://www.usps.com/business/web-tools-apis/welcome.htmQuick StartRegister with USPS and obtain an API user accountDownload the address validation custom package, import into Acumatica and publish the packageProivde access to custom button on leads screenOn leads screen you will notice a new button called "Verify address"On click it will open a new window and validate the address on record and display corrected addressClick Update address, va…