Plex document automation for manufacturers

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), codes it to the right GL account, department, and job or work order, and posts it into Plex through the Plex REST API and data sources. Connects through the Plex REST API and configured data sources, no on-site middleware. 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 voucher in Plex, coded to the right GL account, department, and job or work order, with header and line-item fields validated before anything posts. Posts AP vouchers, sales orders, and quotes in your Plex Control Panel. A visual field-mapping engine shapes the record into exactly what Plex expects, so nothing is retyped and nothing posts half-filled.

Yes, that is the point. Each document is coded to the right GL account, department, and job or work order from your rules and vendor or customer history, so records arrive in Plex already coded instead of waiting on a clerk. Anything that fails a rule is flagged field-by-field for a quick fix, which keeps Plex clean and a mis-keyed part number never stalls a production run or a month-end close.

Purchase orders become a sales order and RFQs become a quote in Plex, with every line, raw-material and MRO supplier invoices included, read and validated first. Maps to the correct Plex Customer Number (PCN), part numbers, and customers.

Keying one document into Plex typically takes 5–10 minutes and costs $2–$6 in labor, before the cost of fixing mis-coded GL account, department, and job or work order. DynamoDocs does it in seconds and only flags exceptions, which commonly cuts document-handling labor by 80–95% while a mis-keyed part number never stalls a production run or a month-end close.