Automate PDF/IMG Purchase Order to Acumatica ERP- 3 Steps

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Workflow Name:

Automate Purchase Order to Acumatica ERP
Purpose:

Automate end-to-end PO flow for accuracy and faster fulfillment.
Benefit:

Cuts manual work, speeds order cycles,improves data accuracy
Who Uses It:

Procurement Managers, Finance Teams, ERP Admins, Supply Chain Analysts.
System Type:

ERP
On-Premise Supported:

Yes — IPSec tunnel for secure internal data transfer
Supported Protocols:

REST, HTTPS, SOAP, SFTP.
Industry:

Retail
Outcome:

90% faster; 100% accuracy
SKU: 124 Category: Tags: , , , , , Industry: ,

Description

Problem Before:

Manual PO entry caused data errors, duplicate records, and delayed approvals.
Solution Overview:

Automates PO creation and sync with Acumatica via REST APIs—validates, transforms, and uploads in real time.
Key Features:

Real-time PO sync, validation, error handling, audit trails, and dashboards for visibility.
Business Impact:

Cuts PO cycle time by 70%, improves accuracy by 95%, and eliminates most manual entry.
Productivity Gain:

Teams process 3× more POs, freeing time for analysis and planning.
Cost Savings:

Saves $50K–$100K annually; achieves ROI within 3–4 months.
Security & Compliance:

SOC 2, ISO 27001, and GDPR compliant for secure data handling.

Automate Purchase Order to Acumatica ERP Workflow

Streamline the entire Purchase Order to Acumatica ERP process by automating data extraction, validation, and synchronization—directly from PDFs or image-based documents. This no-code workflow leverages AI to read, interpret, and map purchase order data into Acumatica’s schema with near-perfect accuracy.

Intelligent Document Understanding

Using AI-powered document recognition, the system identifies key fields such as PO Number, Vendor, Item Codes, Quantity, and Amount from PDF, JPEG, or scanned purchase orders. It automatically validates and standardizes the data before pushing it into Acumatica ERP.

Watch Demo

Video Title:

Automate Unstructured Purchase Orders in Any Format (PDF/PNG/Docx) into Acumatica | eZintegrations™
Duration:

03:20
Video Description:

In this demo, we showcase how eZintegrations™ AI automates the entire Purchase Order processing workflow from reading unstructured PDF or PNG files in various formats…

Outcome & Benefits

Accuracy:

Ensures 99% data accuracy by eliminating manual entry errors and automating order validation.

Industry & Function

Function:

Supports Procurement, Finance, and Supply Chain functions through automated data exchange and approval workflows.
System Type:

ERP
Industry:

Retail

Functional Details

Scheduling:

Event-triggered or scheduled hourly sync based on business volume and operational SLAs.
KPI Improved:

95% accuracy, 70% faster processing, improved cash flow visibility.

Technical Details

Throughput:

Processes up to 5,000 PO records per hour.
Latency:

3–5 seconds per transaction.

Connectivity & Deployment

On-Premise Supported:

Yes — IPSec tunnel for secure internal data transfer
Supported Protocols:

REST, HTTPS, SOAP, SFTP.
Cloud Support:

Compatible with AWS, Azure, Google Cloud, and hybrid environments
Security & Compliance:

SOC 2, ISO 27001, and GDPR compliant for secure data handling.

FAQ

1. How does the Acumatica to Google Sheet integration work?

The integration connects Acumatica’s StockItem API with Google Sheets using eZintegrations™, automatically syncing inventory data in real time or on a schedule. Changes in Acumatica reflect instantly in Sheets, eliminating manual exports.

2. What kind of data is synced from Acumatica?

Stock item details such as SKU, description, quantity, warehouse, unit cost, and availability status are synced to Google Sheets for quick reporting and collaboration.

3. Can I customize which fields get synced?

Yes, field mapping is fully configurable. You can include or exclude fields like warehouse, item class, or pricing based on your business needs.

4. How often can the sync run?

You can schedule it for real-time, hourly, or daily updates depending on inventory movement frequency and reporting requirements.

5. Is the integration secure?

Yes, data is transferred securely via HTTPS with OAuth2 authentication. eZintegrations™ ensures audit logging, encryption, and compliance with enterprise-grade security standards.

6. What’s the main business benefit?

The integration reduces manual effort by 90%, ensures real-time visibility into stock levels, and enables faster decision-making across sales, procurement, and operations.

Case Study

Problem:

Manual purchase order entry caused delays, errors, and poor visibility into procurement and finance workflows.
Solution:

Automated real-time synchronization of purchase orders from external procurement systems to Acumatica ERP.
ROI:

4 FTEs redeployed; 3?month payback
Industry:

Retail
Outcome:

90% faster; 100% accuracy

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