Sage 300 document automation for distributors
DynamoDocs captures the bulk customer POs with many SKUs, supplier invoices to match against receipts, and drop-ship orders that distributors deal with every day, reads them with AI, validates every field, and posts them into Sage 300. Your team reviews the exceptions instead of retyping each one.
30-minute session · run against your own Sage 300 document types · no commitment
- 5–10 minutes of manual entry per document into Sage 300, gone
- 100% validated before anything posts to Sage 300
- PDF · Excel · EDI · image · email
DynamoDocs automates Sage 300 document entry for distributors. For distributors, bulk customer POs with many SKUs and supplier invoices that must match receipts arrive nonstop and get keyed line by line before anything ships. DynamoDocs captures each document, AI reads and classifies it, suggests GL coding, validates it, and posts approved records into Sage 300 through a REST endpoint in front of Sage 300, or CSV files for a Sage 300 import, so orders ship on time and supplier bills reconcile against receipts. Sage 300 (formerly Accpac) runs multi-company, multi-currency finance and distribution for mid-market businesses, where AP volume spans several entities.
The mapping
How Distribution & Wholesale paperwork posts into Sage 300
Each document is validated, then delivered to Sage 300 as the record below.
| What distributors send | Where it lands in Sage 300 |
|---|---|
| Bulk customer PO with many SKUs and unit-of-measure quirks | an order-entry order |
| Supplier invoice that must match a receipt and PO | an AP invoice |
| Drop-ship PO routed straight to a vendor | an order-entry order |
| EDI 850 from a partner, or a PDF PO from everyone else | an order-entry order |
| Freight bill coded across cost centers | an AP invoice |
| Made-to-order RFQ or request for pricing | a quote in Sage 300 |
A worked example
Sage 300 for distributors, from inbox to posted record
Imagine a wholesale distributor running Sage 300 that receives a 60-line bulk purchase order from a grocery chain, every line uses the customer's SKU, not yours. DynamoDocs picks it up from the monitored inbox (or a drag-and-drop upload), and AI reads every field and line, no template required. Each line gets a suggested GL account from your rules and coding history, then the document is validated against totals, required fields, and your own checks. Anything that fails is flagged field-by-field for a quick review; everything clean posts straight into Sage 300 as an AP invoice through a REST endpoint in front of Sage 300, or CSV files for a Sage 300 import. No dedicated Sage 300 connector exists. Mapped records are posted as JSON to a REST endpoint you name, or written as CSV files for a Sage 300 import. Your distribution & wholesale team reviews the occasional exception instead of retyping the whole document, so orders ship on time and supplier bills reconcile against receipts.
Specific to Sage 300
How the Sage 300 connection works for distributors
Sage 300 (formerly Accpac) runs multi-company, multi-currency finance and distribution for mid-market businesses, where AP volume spans several entities.
REST or CSV
No dedicated Sage 300 connector exists. Mapped records are posted as JSON to a REST endpoint you name, or written as CSV files for a Sage 300 import.
Native records
Delivers AP invoices, Order Entry orders, and quotes shaped to the fields you map.
Currency and accounts
Carries the document currency and maps vendors, customers, GL accounts, and item numbers to yours; each target points at one company.
Curious what this saves at your distribution & wholesale volume on Sage 300? Model it on the savings calculator
Questions, answered
Sage 300 for Distribution & Wholesale FAQ
How does DynamoDocs handle distribution & wholesale documents on Sage 300?
For distributors, bulk customer POs with many SKUs and supplier invoices that must match receipts arrive nonstop and get keyed line by line before anything ships. DynamoDocs captures each of those documents from a monitored mailbox or upload, reads every field with AI (no per-vendor template), suggests a GL account for each line, and posts it into Sage 300 through a REST endpoint in front of Sage 300, or CSV files for a Sage 300 import. No dedicated Sage 300 connector exists. Mapped records are posted as JSON to a REST endpoint you name, or written as CSV files for a Sage 300 import. Clean documents post automatically; only exceptions reach a person, so orders ship on time and supplier bills reconcile against receipts.
How does a bulk customer po with many skus and unit-of-measure quirks post into Sage 300?
It becomes an order-entry order in Sage 300, with header and line-item fields validated before anything posts. Delivers AP invoices, Order Entry orders, and quotes shaped to the fields you map. A visual field-mapping engine shapes the record into exactly what Sage 300 expects, so nothing is retyped and nothing posts half-filled.
Does it assign cost center and warehouse on Sage 300 records?
DynamoDocs suggests a GL account for each line from your keyword rules and from how the same part or description was coded before, and a person confirms it. It does not assign cost center and warehouse for you, but where a document prints them they can be captured as added fields and mapped into the record Sage 300 receives. Anything that fails a validation rule is flagged field-by-field for a quick fix before it posts.
How do purchase orders and RFQs from distributors post into Sage 300?
Purchase orders become an order-entry order and RFQs become a quote in Sage 300, with every line, bulk customer POs with many SKUs included, read and validated first. Carries the document currency and maps vendors, customers, GL accounts, and item numbers to yours; each target points at one company.
How much time and money does this save distributors on Sage 300?
Keying one document into Sage 300 typically takes 5–10 minutes and costs $2–$6 in labor, before the cost of fixing a mis-keyed line. DynamoDocs does it in seconds and only flags exceptions, so the labor left is the review time on those, while orders ship on time and supplier bills reconcile against receipts.
See it run on your Distribution & Wholesale documents
Bring a real invoice, PO, or RFQ and watch it go from inbox to posted in Sage 300 in about 30 minutes.
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