Skip to main content

Acumatica eSign - Integrating e-Signature for Acumatica Cloud ERP

What are electronic and digital signatures?
Electronic signatures, also known as ‘e-signatures’, remove the need for ink signatures. They help organizations transact business faster and reduce risk through greater automation, control and visibility.
Acumatica Cloud ERP Ver 5.x has great API integration capabilities with re-defined web services and API allows you to automate your business process.

Let's review how we were able to integrate e-Signatures for one of our clients during their Order processing workflow. Our client had some challenges with their sales process they are made-to-order apparel service company and often require to customize and deliver the goods. At the time of pickup of the goods, they would like to collect signatures from their customers or truck drivers picking up the goods.

We reviewed various e-Sign product services such as echosign from Adobe, e-signature and Rightsignature and most of them are paid services and won;'t tie in with Acumatica and quite didn't fit our client needs and pockets.

Acumatica eSign: We took a different approach by reviewing open-source e-Signatures so we could integrate with Cloud hosting and keep it simple.

We zeroed on Signature-Pad,  a jQuery plugin for assisting in the creation of an HTML5 canvas based signature pad.

Signature Pad records the drawn signature in JSON and we could save the signature as image (JPG file).

We improvised by attaching the signature image to Acumatica's file system for sales documents, with Acumatica API and jQuery component we could now integrate seamless for e-Signature.


References: Signature Pad JQuery, Acumatica API 

Comments

Popular posts from this blog

Acumatica Snapshots - Uploading and restoring large files

In Acumatica ERP, you can create company snapshots containing your company’s full or partial data. Snapshots that can be saved locally in the same database, or at a specified location. You can import and restore snapshot to another company, in this case test company, it's pretty handy tool very useful during implementations, customization and support/troubleshooting while you work with data. You will occasionally run into few technical issues with snapshots, the newer version now needs you to keep all users logged out and in maintenance mode to take snapshot, link to blog article here. Today we are going to discuss how to export and import snapshots which are larger in file size of above 1GB, this is not a limitation from Acumatica and more to do with constraint and default value set in IIS (Internet Information Server). IIS by default allows uploading of a file size of 1GB and it limits the upload process and it can be tweaked to upload upto 4 GB file size and that's...

Acumatica Statements Generation - On Demand

Version 6.0 Statement Cycles - Acumatica statement cycles in older version were bit rigid in operation and found it very hard to use for various scenario's We found the latest enhancements to Acumatica statement generation to be very practical solution based on customer feedback to improve the generation of statement based on their needs. 2017 R2 In the latest version 2017 R2 users now can define their statement generation cycle and not restricted to just 3 options, the new version provides with options to do "Weekly", "Twice a Month" or "End of Financial Period" allowing users to select based on their statement cycles. This flexibility allows user to configure to various scenarios and leads into another feature "On Demand" statement generation. On-Demand Statement -  in order to generate on demand statement navigate to AR module, pick a customer and from Action menu select Generate Statement on Demand as shown in the sc...

Acumatica User Defined Fields/Values - UDF using attributes in 2018 R2

In 2018 R2 version Acumatica introduced new feature called "User Defined fields" in short UDF's. These fields allow users to configure existing document screens to capture custom data per document basis. New features like this really helps partner/customer to configure business workflow process, this capability built on a framework can now enhance existing documents like Sales order, purchase order or other document to collect custom data at transaction level using attributes. For more information on which documents/screens you can collect UDF's refer to Acumatica help  In this example I have created few custom data that we would like to accept in our Print industry, this works pretty well with our Acumatica plugin PrintShop for Screen printing and embroidery companies, as business do accept different type of data and allows us to do minimal customizations. If your accepting custom data related to art work, then you can create those attributes ahead of...