Are there plans to expand the capabilities of the Acumatica Outlook add in? Areas of interest include adding a Sales Order and adding a Vendor Bill from an email.
Outlook Integration - expanding the capabilities
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Hi Sharon, this is a good question, let me ask our product management to comment on this.
Hi Sharon,
The latest release 2020 R2 Beta release notes states a new feature being added to expand the functionality of creating AP Bills with document recognition, hope that helps. It also creates new leads, not sure abt opportunity but sales order wld be a far stretch ...
Incoming Documents (AP301100): This form (see the third screenshot below) can be used for submitting a document for recognition, reviewing a recognized document, and converting a validated document to an AP bill. The Summary area of the form includes the minimum set of settings that are required for creating an AP bill. The Preview area shows a preview of the document uploaded to the system for recognition. The Details area lists the detail lines of the recognized document (if any)
Can you confirm that the Acumatica Outlook Plug-In is dual-purpose, meaning it used for AP Document recognition as well as CRM? If a customers doesn’t need or license CRM, can they enable the Outlook Plug-in if they own AP Document recognition?
add sales order creation! most of my orders do NOT need to be an opportunity first! would love to be able to create a sales order and pass over any files with a click of a button instead of saving the pdf and uploading it to the salesorder.
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