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Can I import pdf invoice into Acumatica to generate documents?

  • November 18, 2020
  • 4 replies
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Captain II
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  • ray20
  • Captain II
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Hello，

    I’ve read  the below link, yes, it is a  nice feature.   

https://help-2020r2.acumatica.com/Help?ScreenId=ShowWiki&pageid=e2f7eaf2-17dd-4517-b06e-9d8225d27113 

   But I have some questions:

1，Does user have to go through “incoming documents”? Or Does user have to upload original PDF using “system email” or outlook add-in?
If the user has a pdf file on hand, can he upload it directly?  
2,   In our business, vendor might not send invoice in single ones. He might send a pdf file with multiple invoices on it consecutively. So it is not a 1 to 1 mapping scenario, it is a 1 file mapping multiple invoices scenario, can this also be handled properly?

Best answer by ccleary

Ray,

The newest version of Acumatica 2020r2 has a module that can be added on to give you this functionality

You can read about it in this press release

https://www.acumatica.com/corporate-newsroom/press-releases/acumatica-2020-r2-released-with-additional-ai-ml-capabilities/ 

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dpaul89
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4 replies

ccleary
Jr Varsity I
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  • ccleary
  • Jr Varsity I
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  • Answer
  • November 18, 2020

Ray,

The newest version of Acumatica 2020r2 has a module that can be added on to give you this functionality

You can read about it in this press release

https://www.acumatica.com/corporate-newsroom/press-releases/acumatica-2020-r2-released-with-additional-ai-ml-capabilities/ 

-Chris Cleary, ProServe Solutions, Acumatica MVP (2018-2020)
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dpaul89
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    ray20
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Captain II
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  • ray20
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  • Captain II
  • 398 replies
  • November 18, 2020

@ccleary Morning, thank you for the quickly reply. Actually, I just finished reading the new feature and edited my question.
Can you take a look at my updated question, and give me further guidance if you have some researches on the new feature already.
Thank you.

ccleary
Jr Varsity I
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  • ccleary
  • Jr Varsity I
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  • November 18, 2020

@ray20 I have yet to see this module in action personally (besides some brief demos) so I will wait for some additional responses to fill in that detail. 

I’m interested to know myself!

-Chris Cleary, ProServe Solutions, Acumatica MVP (2018-2020)
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ccleary
Jr Varsity I
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  • ccleary
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  • November 19, 2020

@ray20 just was on an Acumatica webinar where they mentioned these new videos, including one on the AP AUtomation, haven’t watched it yet but maybe it sheds light on your questions!

 

 

-Chris Cleary, ProServe Solutions, Acumatica MVP (2018-2020)
Joe Schmucker
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