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  • 1.  AP Automation 2023

    Posted 04-12-2023 17:16

    I have read the threads from 2021 and 2022 regarding AP automaton.  We have a client who wants "AP Automation" but they also use PO.  Does anyone have any recent info/experience with any solutions that handle the PO side of invoicing? About 50% of all their invoices originate from PO.  I hoping there has been progress on this front. 
    TIA!



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    Rebekah Veuger
    President
    ClearPoint Consulting Group
    619-997-1627
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  • 2.  RE: AP Automation 2023

    Posted 04-12-2023 17:23

    I don't have any cutsomers using the PO portion, but I know that AP Automation (Beanworks) does handle PO's. They even have line item partial receiving. I recall there was an issue with the way they handled sales tax on PO's so my customer opted not to implement at that time. Be sure to look on how they handle that for your customer.



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    Kenny Daniel
    TechnoClarity, Inc.
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  • 3.  RE: AP Automation 2023

    Posted 04-12-2023 17:34

    I just did an upgrade to 2022 for a user with AP Automation. Unfortunately, they don't use PO. I would find some verifiable references that use PO since I know this was a tricky area for Sage AP Automation ( Beanworks ) at one point.



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    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
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  • 4.  RE: AP Automation 2023

    Posted 04-13-2023 14:28

    I have a customer using Beanworks with POs and it's working well.



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    Robert Wood
    DDF Consulting Group
    (352) 615-5898
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  • 5.  RE: AP Automation 2023

    Posted 05-01-2023 12:51

    @Robert Wood  Does your customer using Beanworks with PO integrate their PO with inventory?



    ------------------------------
    Rebekah Veuger
    President
    ClearPoint Consulting Group
    619-997-1627
    ------------------------------

    Original Message


  • 6.  RE: AP Automation 2023

    Posted 05-02-2023 13:56

    Yes. Their PO is integrated with inventory.



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    Robert Wood
    DDF Consulting Group
    (352) 615-5898
    ------------------------------

    Original Message


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