How to Automate Purchase Orders from Email to Acumatica ERP

This demo explains how to automate Purchase Order (PO) ingestion from email into Acumatica ERP using an AI-powered integration workflow built with eZintegrations.

Incoming emails with attachments are intelligently scanned, validated, and processed. The system identifies whether an attachment is a valid Purchase Order, ignores non-PO documents, and ensures only verified data is ingested into Acumatica ERP.

How the Workflow Works:

Reads only unread emails from a monitored inbox

Supports multiple attachment formats (PDF, PNG, JPEG, multi-page PDFs)

Uses AI to identify Purchase Orders vs non-PO documents

Drops irrelevant files before entering AI processing

Performs PO lookup and validation before ingestion

Creates or updates Purchase Orders in Acumatica ERP

Attaches original source documents directly to the PO record

Prevents duplicate processing by marking emails as processed