Date post: | 22-Dec-2015 |
Category: |
Documents |
Upload: | patience-lyons |
View: | 219 times |
Download: | 3 times |
EDM for Sage ERP X3 by V1 with Automated Output Management and Purchase Invoice
AutomationSarah Acton-Hughes – Strategic Sales Manager, V1 Limited
Richard King – Pre-sales Manager EMEA, V1 Limited
Sage ERP X3 EDM solution
Available to usewith V6.2 onwards
Distributed by Sage
Fully integrates the automated
management and archiving of all
documents within and outside of
Sage ERP X3
EDM SolutionEmbedded in Sage ERP X3
'Enclosures’ vs EDM
Sage ERP X3 EnclosuresAvailable only within Sage ERP X3Limited protection – files can be changed, deleted, lost ...Uncontrolled duplicationDifficult to auditLimited search capabilityNot suitable for long-term records management
EDM SolutionAvailable within Sage ERP X3, via web-based portal and other applicationsDocuments protected against changes/deletionConfigurable permissionsMetadata search capability, multiple indexesOptional full text indexingLong-term records management independent of Sage ERP X3Automated hiving and destruction
3
What do we mean by documents?
4
Provides efficient archiving, control and monitoring of
business documents
Sage ERP X3 EDMEmbedded Solution for Document Management
5
Sage ERP X3
Sage ERP X3
Core EDM Solution for Sage ERP X3
Query and retrieval of documents via
portal widget
Archive external documents
doc. xls, ppt...
Archive documents produced from
Sage ERP X3 ( Invoice…)
Sage ERP X3 EDM
Demo
6
Embeddedsolution
Outbound X3 Documents
7
Destination: ARCHIVEDocument(s) will be generated in PDF format and archived in the EDM System.
Destination: AUTODocument(s) will be automatically printed, emailed or faxed and archived in the EDM System at the same time.
Optional fax server available for server-based faxing from the X3 in the browser – no printer drivers required.
Alternatively, use an Email to Fax gateway. In South Africa we partner with Vox Telecom for faxing without a modem from ZAR 30 per month.
Where does it get the contact details?
8
X3 DatabaseBy default, email addresses or fax numbers are taken from the X3 database.
If you need to use multiple email addresses for suppliers, use:
Other email 2 = Purchase Orders
Other email 3 = Remittance Advices
If you need to use multiple email addresses for customers, use:
Other email 2 = Quotations
Other email 3 = Order Acknowledgements
Other email 4 = Sale Invoices
Other email 5 = Statements / Payment Reminders
On the pageEmail addresses or fax numbers on the document will override the database,
eg where a different contact is required for each order or where you have already collected email addresses in a different field.
How does it split batches of documents?
9
Standard Crystal OutputThe EDM System uses the standard Crystal Reports output. Hidden fields are added to the report layouts which the EDM System can read to identify the document.
PDFs automatically splitCrystal normally creates a single PDF file for each batch. The EDM Solution breaks down the PDF into individual files for each document and processes them individually. So each customer statement in a complete statement run is individually emailed to the customer and archived in the EDM Systems for reference.
Certified Digital SignaturesIn some countries, some documents – such as Sales Invoices - need to be ‘digitally signed’ in order to be delivered electronically. The EDM System can automatically apply a digital signature to the final PDF file. There is an additional cost for this and the company needs to purchase a digital certificate from a Certificate Authority.
Can I re-design the document / email message?
10
Standard Crystal OutputThe EDM System uses standard Crystal Reports output, so changing the report layout is easy and uses the existing familiar interface.
Covering email messageThe covering email messages are generated completely automatically, but the standard text can be easily edited. The system can use HTML emails with links to websites, etc.
Customisable DesignThe fonts, colours and background used in the covering emails are controlled by a CSS stylesheet which can be easily edited by a web designer to match a house style.
EDM Solutionfor Sage ERP X3 Users
Sage ERP X3 EDM Solution
11
Securely archiveX3 ‘attachments’.pdf .doc .xls .ppt
etc
Archive X3 reportsand log files
Auto-archive Crystal PDF output
Query, view and retrieve archived
documents within X3 or a portal
widget
Sage ERP X3
EDM Solutionfor Sage ERP X3 Users
EDM Solutionfor Sage ERP X3 Users
EDM Solutionfor Sage ERP X3 Users
EDM Solutionfor Sage ERP X3 Users
Securely archiveX3 ‘attachments’.pdf .doc .xls .ppt
etc
Archive X3 reportsand log files
Auto-archive Crystal PDF output
Auto-email (or fax)and archive
Crystal outputinvoices, orders, etc
Query, view and retrieve archived
documents within X3 or a portal
widget
Securely archiveX3 ‘attachments’.pdf .doc .xls .ppt
etc
Archive X3 reportsand log files
Auto-archive Crystal PDF output
Auto-email (or fax)and archive
Crystal outputinvoices, orders, etc
Query, view and retrieve archived
documents within X3 or a portal
widget
Batch Scanning Option
Sage ERP X3 EDM Solution
12
Securely archiveX3 ‘attachments’.pdf .doc .xls .ppt
etc
Archive X3 reportsand log files
Auto-archive Crystal PDF output
Auto-email (or fax)and archive
Crystal outputinvoices, orders, etc
Query, view and retrieve archived
documents within X3 or a portal
widget
EDM Solution for External Users
Securely archive Office documents, emails and attachments
Associate documents with X3 BPs without access to X3
Personalised access to documents from Internet Explorer
Scan or import batches of documents, invoices, PODs, etc
Use barcode recognition to automate indexing
Sage ERP X3
Sage ERP X3 EDM
13
Embeddedsolution
EDM Solutionfor Sage ERP X3 Users
EDM Solutionfor Sage ERP X3 Users
EDM Solutionfor Sage ERP X3 Users
EDM Solutionfor Sage ERP X3 Users
Securely archiveX3 ‘attachments’.pdf .doc .xls .ppt
etc
Archive X3 reportsand log files
Auto-archive Crystal PDF output
Auto-email (or fax)and archive
Crystal outputinvoices, orders, etc
Query, view and retrieve archived
documents within X3 or a portal
widget
Securely archiveX3 ‘attachments’.pdf .doc .xls .ppt
etc
Archive X3 reportsand log files
Auto-archive Crystal PDF output
Auto-email (or fax)and archive
Crystal outputinvoices, orders, etc
Query, view and retrieve archived
documents within X3 or a portal
widget
Purchase Invoice Automation Solution
Batch Scanning Option
Sage ERP X3 EDM Solution
14
Securely archiveX3 ‘attachments’.pdf .doc .xls .ppt
etc
Archive X3 reportsand log files
Auto-archive Crystal PDF output
Auto-email (or fax)and archive
Crystal outputinvoices, orders, etc
Query, view and retrieve archived
documents within X3 or a portal
widget
EDM Solution for External Users
Securely archive Office documents, emails and attachments
Associate documents with X3 BPs without access to X3
Personalised access to documents from Internet Explorer
Use Optical Character Recognition to capture datafrom scanned or PDF invoices
Scan or import batches of documents, invoices, PODs, etc
Use barcode recognition to automate indexing
Sage ERP X3
Sage ERP X3 PIA
15
Embeddedsolution
What’s New
Release 10.1 available for V7
Release 11 launch imminent
First product approved by Sage as a Certified Solution for Sage ERP X3
Still distributed by Sage, but V1 is engaging directly with local Business Partners to assist with localisation
Business Partner training by V1 available in US, UK and South Africa
Full range of V1 Document Management products available with Sage ERP X3
- Further product launches planned for Istanbul in May 2015
Opportunities with EDM
17
Save Time and CostSave on filing, photocopying. Save space. Save on external archiving/storage.
Improve ProductivityMake documents available instantly to key staff
Compliance IssuesSecure archiving without the paper
Business ContinuityReduce the chance of losing valuable documents
Green AgendaUse less paper, fewer photocopies, more efficient document delivery
Manage Legacy DocumentsSimplify data take-on from legacy systems
Questions
EDM for Sage ERP X3 by V1 .