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 InfoSour...

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 ...

Address Validation Via USPS-Acumatica API USPS 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. Prerequisites You must have USPS account  https://www.usps.com/business/web-tools-apis/welcome.htm Quick Start Register with USPS and obtain an API user account Download the address validation custom package, import into Acumatica and publish the package Proivde access to custom button on leads screen On 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 addr...