AP Automation Accelerator – Automated PO / Invoice to Sales Order Conversion in Acumatica
ABOUT THE CLIENT
The AP Automation Accelerator is a ready-to-deploy solution designed to automate the conversion of PDF-based Purchase Orders and Invoices into Sales Orders in Acumatica. Organizations receive a high volume of customer POs and invoices in PDF and email formats. Manually keying this data into Acumatica is time-consuming, error-prone, resource intensive, and difficult to scale. By combining OCR technology, intelligent data mapping, and user curation, the accelerator eliminates manual data entry and significantly speeds up order processing.
CHALLENGES
Time-Consuming
Manually keying PO and invoice data from PDFs and emails into Acumatica takes significant time.
Error-Prone
Manual data entry leads to mistakes that affect order accuracy and compliance.
Resource Intensive
Processing high volumes of documents requires substantial staff effort.
Difficult to Scale
Manual processes do not scale well as document volumes grow.
SOLUTION
Document Capture
PDFs are uploaded manually or received via email attachments for processing.
OCR & Data Extraction
Documents are sent to a third-party OCR service, which extracts key fields and returns structured JSON data.
Data Mapping & Validation
Extracted data is mapped to Acumatica Sales Order fields and validated against master data.
User Curation
Users review, correct, and approve extracted data through a guided curation screen.
Sales Order Creation
A Sales Order is automatically created in Acumatica with the original document attached for audit purposes.
Key Capabilities
PDF PO / Invoice to Sales Order automation, email content processing, human-in-the-loop data curation, standard Acumatica order processing, and full document traceability.
BUSINESS IMPACT
Reduced Manual Effort
80–90% reduction in manual data entry effort.
Faster Processing
Faster order creation and fulfillment.
Improved Accuracy
Improved data accuracy and compliance.
Scalability
Scalable processing for high document volumes.
Seamless Integration
Seamless integration with Acumatica.
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