We are looking for a Factoring Management Application that is or can be integrated with the Acumatica ERP. If you or your client are also looking into this, please let me know. We can work together and save money. Our client is implementing the Acumatica ERP. The client uses currently factoring that provides them a loan against their customer invoices. Because the client has to order their materials from China three to four months ahead of their sales order or demand, they need money to bridge that waiting time for sales orders. When the client creates a sales order, the sales order amount is submitted to the factoring company via the factoring private website/portal. If the factoring company approves the submitted sales order amount, only then will our client start the shipment of goods for that approved sales order.. The basic steps of the application should have the following features:Mark all the customers for which customer invoices are factored For a given sales order, check if t
Hi:Is there a list of data import templates, that import all data (all detail tab data) for entities (vendors, vendor items, customers, ...)?This must exist since so many people import data. I was surprised that the data provider doesn’t have a template for importing stock items. Hopefully the Acumatica Support group can provide this. Please provide them in this community portal. ThanksToon SixASix@inteltech.com
Requirements A company that runs Acumatica and B2B BigCommerce, wants to enable the customer to order in B2B BigCommerce customer specific products at customer specific prices as a temporary ECom order The company gets the ECom order in Acumatica as a Sales Order The company may change the item in the SO, may add an item (accessory, required cable, ..), may change the number of units in a Sales Order to finally complete the ECom Order which now has become a Sales Quote. The company wants to submit that Sales Quote to the customer in B2B BigCommerce The customer can check out the Sales Quote, accept it as a final ECom Order, and pay for it online Possible Solution What is the best solution? Can this be done in B2B BigCommerce? If so, how can it be done? If not, what is an alternative solution? Transfer the sales quote to the Acumatica Customer Portal for the customer to check it out? Ugly process. Does B2B Shopify Plus offer a better solution? Thanks for your h
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