Acumatica document automation for manufacturers

Yes. An 850 goes through the same queue as an emailed PDF and posts as an Acumatica sales order (order type SO). DynamoDocs answers the partner with the acknowledgments it expects, and the 856 ship notice and 810 invoice follow later in the cycle.

Not yet. Credit memos are linked to the invoice they offset and flagged if they cite nothing or credit more than the original, then they wait for your team.

For manufacturers, supplier invoices for raw materials and MRO, customer purchase orders with long line-item grids, and RFQs that need fast, accurate quotes all arrive by email and get retyped by hand. 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 Acumatica through the Acumatica contract-based REST API. Connects through the Default contract-based endpoint, with the endpoint version set per instance. Clean documents post automatically; only exceptions reach a person, so a mis-keyed part number never stalls a production run or a month-end close.

It becomes an AP bill in Acumatica, with header and line-item fields validated before anything posts. Posts AP Bills, sales orders (order type SO), and sales quotes (order type QT). A visual field-mapping engine shapes the record into exactly what Acumatica 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 department and job or work order. The Acumatica connector posts a fixed set of fields (party, dates, currency, and each line's account or item, quantity, and amount), so those codes are added in Acumatica after the record lands. 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 sales quote in Acumatica, with every line, raw-material and MRO supplier invoices included, read and validated first. Signs in to the company and branch you name, and maps vendors, customers, GL accounts, and inventory IDs to yours.

Keying one document into Acumatica 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 a mis-keyed part number never stalls a production run or a month-end close.