Utilizing the cloud based enterprise content management system from SpringCM, Advanced Capture deploys solutions to help ensure accuracy, auditability, and streamline the process of issuing invoices to customers. The system is designed to automate the following areas of the process:
- Content based workflow to allow for collaboration among teams prior to the creation of the invoice to allow for review and approval of invoices before issuance
- Automated exchange of the invoice via email or other communication methods
- Archival of final submitted invoices
Many companies who deliver manufactured goods, design documents, or find it necessary to send backup documentation or document deliverables with each invoice. Invoice creation is typically managed in the Finance department, and the supporting services or product documentation is created in another department, or field location.
SpringCM’s document rules and Business Process Automation (BPA) engine offer a perfect solution for this problem. For example, an invoice can be sent directly from the ERP or accounting system to a designated SpringCM folder. The folder can automatically be tagged with attributes of the invoice, such as Customer Name, Product or Service codes, Ship to location, invoice dates and more. Document rules can be set on the folder to watch for Product Code -01, Service Code -02. Once the code is recognized the invoice is sent via workflow to the group based on the code value. The supporting documentation is attached to the invoice and the invoice “package“ is ready for customer delivery.
SpringCM BPA engine could be configured to send out the invoices and supporting documentations. A web services call could be invoked to a table where a lookup routine could match Customer Name and Ship to: location to determine the appropriate email recipient,
In SpringCM, this solution could be easily deployed in a few weeks with little involvement or need from your companies IT resources. |
