Sage 100 document automation for field service and equipment companies

For field service and equipment companies, parts invoices, equipment POs, and service quotes shuttle between the field and the office and get re-keyed before billing or dispatch. DynamoDocs captures each of those documents from a monitored mailbox or upload, reads every field with AI (no per-vendor template), codes it to the right work order and equipment or unit, and posts it into Sage 100 through an on-premises connector or the Sage 100 API toolkit. Works through an on-premises connector or the Sage 100 Business Object Interface / API toolkit. Clean documents post automatically; only exceptions reach a person, so billing and dispatch stop waiting on re-keyed parts and equipment paperwork.

It becomes an AP invoice in Sage 100, coded to the right work order and equipment or unit, with header and line-item fields validated before anything posts. Posts AP invoices, sales orders, and quotes into Accounts Payable and Sales Order modules. A visual field-mapping engine shapes the record into exactly what Sage 100 expects, so nothing is retyped and nothing posts half-filled.

Yes, that is the point. Each document is coded to the right work order and equipment or unit from your rules and vendor or customer history, so records arrive in Sage 100 already coded instead of waiting on a clerk. Anything that fails a rule is flagged field-by-field for a quick fix, which keeps Sage 100 clean and billing and dispatch stop waiting on re-keyed parts and equipment paperwork.

Purchase orders become a sales order and RFQs become a quote in Sage 100, with every line, parts and component invoices included, read and validated first. Maps to your divisions, GL accounts, and item codes during validation.

Keying one document into Sage 100 typically takes 5–10 minutes and costs $2–$6 in labor, before the cost of fixing mis-coded work order and equipment or unit. DynamoDocs does it in seconds and only flags exceptions, which commonly cuts document-handling labor by 80–95% while billing and dispatch stop waiting on re-keyed parts and equipment paperwork.