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), suggests a GL account for each line, and posts it into Sage 100 through CSV files for a Sage 100 Visual Integrator import, or a REST endpoint in front of Sage 100. Writes a mapped CSV per document for a Visual Integrator import job, or posts JSON to a REST endpoint you name. There is no prebuilt Sage 100 connector. 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, with header and line-item fields validated before anything posts. Delivers AP invoices, sales orders, and quotes for the Accounts Payable and Sales Order modules, shaped to the fields you map. A visual field-mapping engine shapes the record into exactly what Sage 100 expects, so nothing is retyped and nothing posts half-filled.

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 work order and equipment or unit for you, but where a document prints them they can be captured as added fields and mapped into the record Sage 100 receives. Anything that fails a validation rule is flagged field-by-field for a quick fix before it posts.

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 vendor numbers (with division), customers, GL accounts, and item codes to the ones already in Sage 100.

Keying one document into Sage 100 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 billing and dispatch stop waiting on re-keyed parts and equipment paperwork.