Skip to main content

Acumatica eSignature Plugin - New Updates - 2017 Ver 1.5

eSignature for Acumatica, new updates coming soon (Jan 2017), we have enhanced this plugin with configuration screen allowing our users to control how signature is captured.

Proof of delivery feature is most commonly used in the industry and we are constantly looking to enhance this plugin.

UETA and ESIGN Act
Both the United States Electronic Signatures in Global and National Commerce (ESIGN) Act, and the Uniform Electronic Transactions Act (UETA), have four major requirements for an electronic signature to be recognized as valid under U.S. law. Those requirements are:
  • Intent to sign – Electronic signatures, like traditional wet ink signatures, are valid only if each party intended to sign.
  • Consent to do business electronically 
  • Association of signature with the record 
  • Record retention – U.S. laws on eSignatures and electronic transactions require that electronic signature records be capable of retention and accurate reproduction for reference by all parties or persons entitled to retain the contract or record.

eSignature - 2017 Features (Ver 1.5)
  • Configurable screen for Signature Capture 
  • Enable signature capture based on document status (Open, Completed, Confirmed) on Sales Order and Shipment screens
  • Custom reports are now shipped and deployed based on the workflow
  • eSignature page is now mobile friendly, you can sign and capture from your smartphones browser mode with responsive design (see picture)
  • Preview Signature after signing
  • Capable of accepting multiple signatures per document
  • Integrate with email notifications of signed reports in packing list report.
  • Licensing options for SaaS, PCS and PCP enabled
  • Compatible with Acumatica Ver 5.3 and 6.0
  • Extend these reports to B2B Portal

Capture Signature Configuration Settings


Custom Report with Signature 

We will continue to work with Acumatica Partners and Customers in improving our plugin, ask for a free demo of our plugin solution. Visit us at http://www.Info-Sourcing.com


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...