I have a client that performs local delivery. In their old system they had an invoice on carbon paper that the customer signs at receipt. The customer kept the white copy and the yellow copy goes back to the plant (sometimes ).
We have moved to Epicor 10 and packs are set to auto invoice. The invoice prints on two printers with a yellow and white copy. The customer is now having to sign both copies (and are complaining). I have offered carbonless paper as an option but $$$ā¦
That is the background so you may have some suggestions from here.
Now to the question:
Does anyone have a good or already working solution to capture a customer signature digitally and attach it to a PDF that can attach to the InvcHead record? Then, we would email the customer with a signed copy?
This is my dream version and we are willing to buy the hardware required too.
Digital Signing Easy, lots of Components out there, heck even Infragistics has something.
Attaching it on the PDF [ Modifying the PDF ] not so easy. I am sure there are libraries out there.
** You might have to find a library that allows that perhaps ABBYY | The Intelligent Automation Company has something.
In the past I used ImageMagick to convert a PDF to a JPG/BPM and then added the Signature and generated a PDF from the āNew Imageā.
There are alot of dependencies. I would capture the E-Signature and then Queue it and let a Scheduled BPM or External Windows Service or even Service Connect do the āAttaching to PDFā, Emailing etcā¦
We will reach out, but I donāt think they capture signature at point of delivery. We want the customer to physically sign something at the point they get the product.
Thanks. Not sure what will be available because hardware and connectivity is required for your idea here. I can definitely do this, but wondering if someone has it already (because the client would pay for it).
I think it can be done easily if you build just a Web Version and use REST APIā¦ I am talking about a weekendā¦ Then the record gets a unique GUID and it emails it to the Customer to sign and expires after signature. Basically:
The Question is it doesnt even have to be a PAD it could be āBy Clicking and Entering your Name Hereā you are āāSigningāā. Store the Name in a UD Field then on your ARinvoice SSRS .rdl you have a SignatureTextBox with āComic Sansā font and voila!
Take the āSignature Padā out and use a Script Font and Just a Text Box - with a checkbox that they Agree. Even Record the IP and Date/Time.
I just had to E-Renew my Leaseā¦ They had an option to Pick a Font āCREATE Signatureā and then it just did itā¦ If Apartment Complexes can Legally hold you accountable by using a font; so can youā¦
Thanks. However, a Docusign solution wonāt work as that is happening separate from a delivery. Essentially, we are looking for a delivery confirmation signature.
re-reading your original post, Iād guess that this whole signature capture is to reduce billing squabbles (i.e. āWe never received those!ā)
Is capturing a signature by itself really going to elevate those issues? Having the signed packer (or invoice) is what your client really needs. Not the ability to show a digitally captured signature - as that could have been from any delivery.
And why does the customer need to have a signed copy? Just have the customer sign the one your driver brings back. If they really want a their own copy signed, then have them sign their own.
Iād hate to think that the business relationships are so contentious that the customer and supply donāt have some basic level of trust.
Digital Capture alleviates the problem of the driver not bringing back a yellow copyā¦ (Yes that is an issue)
The Customer doesnāt āneedā a signed copy, but it gives them a āwarm fuzzyā.
Yes, the business relationships are that bad. If we canāt prove the yellow copy is signed, they simply wonāt pay. And, the client is ok with selling to themā¦
ādriver not bringing back a yellow copyā well mr. driver, no yellow copy no pay!
That wonāt happenā¦
Some low cost alternative:
Using the driver cell:
Take a video of the customer sigining the yellow copy? or a picture of the signed copy, as soon as it is signed?
Ok Iām tiredā¦been a long dayā¦
Now with 10.2 the app on the cell (with a good data plan $$$) could not capture within Epicor the signature using the cell ? (thinking of one having the penā¦ ) and right away folks back at the office having the delivery confirmation?
I might be dreaming hereā¦ might need some developmentā¦
Pierre
ādriver not bringing back a yellow copyā well mr. driver, no yellow copy no pay!
That wonāt happenā¦
Some low cost alternative:
Using the driver cell:
Take a video of the customer sigining the yellow copy? or a picture of the signed copy, as soon as it is signed?
Ok Iām tiredā¦been a long dayā¦
Now with 10.2 the app on the cell (with a good data plan $$$) could not capture within Epicor the signature using the cell ? (thinking of one having the penā¦ ) and right away folks back at the office having the delivery confirmation?
I might be dreaming hereā¦ might need some developmentā¦
).
