INTERNET APPLICATION DEVELOPMENT
MID MARKET ERP DEVELOPMENT
by Emma Tsai
Recently, I worked on an interesting integration project between doc-link and Sage 300 ERP. doc-link is a document management and workflow solution the client uses to address their paper intensive process for Accounts Payable. After we reviewed their business process and identified the gap, we proposed an integration solution that imports voucher data from doc-link into Sage 300 ERP through staging tables.
1. Users need to configure the setup screen with database connection information. After the configuration, users can set up a windows scheduler to trigger the integration application.
2. There are two staging tables created in the SQL database. One is for AP Invoice header and the other one is for AP invoice details.
3. After the process runs, it generates AP Invoice batches according to the pre-defined conversion rules. For example, each detail line contains a company code that it uses to determine in which company it creates the voucher. In this case, it distributes the invoices into two different Sage 300 ERP companies respectively.
Then it updates the status in the staging tables and include any error messages.
With this interface, we helped our client streamline their business process and eliminate manual input that caused delays and errors. If you have any specific custom solution request, please let us know.