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...

Acumatica Summit 2017 at Lo Jolla, San Diego, CA was a spectacular event with more than 800 attendees and 20 MVPs (Most Valuable Professionals). The first 2 days comprised of product updates, new features, channel updates followed by 3 days of intense training of Cloud ERP for partners, customers and ISVs. Acumatica Summit 2017 was all about Collaboration, Innovation and Acceleration . Acumatica's strong 400+ partners and ISVs demonstrates collaboration in building a bigger and healthier ecosystem. Acumatica truly believes in innovation , new ideas and product integrations, keeping itself as a leader in the magic quadrant. Acumatica demonstrated new version 6.1 and new user interface in upcoming versions and 100s of new product updates. With ISVs, platform integrators and partners they were able to accelerate quickly to 3000+ customers and OEMs worldwide with bigger footprint in emerging Asia Pacific markets. Acceleration with innovation and collaboration is key to Acum...

We truly believe in Cloud ERP solution and have committed to Acumatica's ecosystem. We are happy to accept MVP award 2017 , our second award for our sheer dedication and team effort. Ajoy from Acumatica was kind enough to share few words ... "Congratulations!  You’ve been named an Acumatica Most Valuable Professional for 2017. The MVP Award distinguishes you as a passionate individual with superior knowledge of the Acumatica product and platform, who helps to shape the future direction of Acumatica through engagement with our teams, dedicated forums, and our annual Acumatica Summit .   Please do join us in La Jolla, Jan 29 th -Feb 3 rd , and wear your Acumatica MVP Badge with pride –you’ve earned it. I personally want to thank you for your demonstrated commitment to the Acumatica community, and for your willingness to share your skills there.  It was this dedication that earned you a nomination from a peer in the partner ecosystem, a community member, or...

We are excited to be participating in Acumatica’s first-ever Hackathon at Acumatica Summit in San Diego next week Jan 30th 2017. InfoSourcing Inc, will be part of Acumatica Beta team along with other partners/developers, cracking code and integrating cool little things and having fun. A hackathon (also known as a hack day, hackfest or codefest) is a design sprint-like event in which computer programmers and others involved in software development, including graphic designers, interface designers, project managers, and others, often including subject-matter-experts, collaborate intensively on software projects. - Source  Wikipedia Acumatica's first Hackathon will be short and sweet, just 4 hrs from 8 pm to Mid night, each team will come up with integration ideas, coding, testing and integrating with ERP system. It's a fun project to get your toes wet in field of programming using REST API/Web Services or any new technologies that's out there ... We have shortlisted 2 ...

How fast can you Ship? Really Fast In distribution world shipping is last step of your sales cycle and everybody expects it to be fast, how fast? I guess faster than Jimmy John's fast talker, really really fast. It becomes crucial for certain companies with complex shipping scenario's, being able to use multiple carriers, rate shopping, shipping rules, capabilities of packing them in multiple boxes, contents of items packed per box all these features is a must have and be able to ship much faster. We reviewed couple of shipping solutions that were integrated with Acumatica and we really liked what Starship form V-Technologies had to offer in terms of integrated features, price and easy to work staff. Starship now supports Acumatica Cloud ERP  Ver 5.3 and 6.0, you can process all your shipments via Starship and automate the process of sending email notification with tracking numbers. Key challenges/constraints  we faced within Acumatica shipping module out o...