Proof Of Delivery - Implement Acumatica eSignature Plugin

How do I provide Proof of Delivery or Proof of Shipment with e-Signature?

Think about running business operations capturing signature for delivery of goods, scanning those documents and attaching to your file system, manual process and time consumption resulting in lower efficiency and prone to mistakes.

Proof of delivery with e-Signatures lets you o automate your shipment process, improves efficiency, no paper work and best of all you can stay in compliance for HIPAA and other governing rules.

Many proof of delivery and chain of custody processes are largely paper-based, increasing the risk of mistakes, disputes, and lost or misplaced shipments.

Acumatica eSign can replace costly and paper-based systems with electronic signature capture, and complements existing workflow processes within Acumatica to make them more efficient, accurate, and cost effective. We can apply this plugin to your sales process, purchasing and shipments, extend it your project accounting or any custom pages/workflow process.

Benefits of Acumatica eSign for Business:

e-Signature acceptance on any documents Sales Order, Invoice, Shipment etc
Eliminate paper work and improve productivity
Stay in Compliance with HIPAA requirements
Email notifications on signature acceptance
Signatures embedded on Printed reports
Expose signed documents on Business Portal
Customize signature capture on any custom Acumatica screens

Ask us for free demonstration of e-Signature proof of delivery plugin for Acumatica Cloud ERP for Ver 5 and 6, you can reach out to InfoSourcing Inc

Comments

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 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...

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...

Search This Blog