openerp - invoice processing, elastoffice
Post on 25-May-2015
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- 1. A unique approach:Document as the Trojan horse of selling ERPInvoice processing with Elastoffices docMONITOR moduleKrisztian TaivainenElastoffice AG / Elastoffice Hungary General Manager
2. Today ERP & DMSare two different worlds 3. Elastoffice analyzed the ERP world What are the functions where an ERP is excellent? In transactions management, where it needs to handlecomplex relationships among small data content in high transaction numbers.What functions are missing from an ERP system?Handling documents (large binary objects) and version controls of documentsplus supporting complex, sophisticated access rights. A communication that is archived, visible to management and in itself independent from the individuals.Why an ERP does not provide enough control over the enterprise?ERP normally handles financial consequences but business processes aremainly handled by DMS. These documents are mostly invisible from ERP,although they contain critical information. 4. Elastoffice created the smart solutionThe native integration ofElastoffice and OpenERPsolves the problem!The result is a new:All-in-one Business Application Framework 5. Switzerland Elastoffice HQ11:05 - 02 December 2011A new document (supplier invoice from OpenERP SA) is received bytraditional postal service in D4 Business Center in Luzern, located inSwitzerland, the HQ of Elastoffice AG.Daniela digitizes the document using the Elastoffice Scan&Go! software.The digital image of the document is sent to the Inbox of docMONITOR,using Elastoffice Sign&Send.SSL 6. Romania Tirgu Mures1601 km13:25 - 02 December 2011 FilingprocessIren, member of the Elastoffice Filing Team, files the document based on the scanned PDFimage. Enters all meta-data such as category, partner, dates, amount, etc.The system automatically sets the next responsible person according to the presetwork-flow, who in this case is a member of Elastoffice AG Management. 7. Hungary Budapest1037 km22:54 - 14 December 2011 Approves with aconditionas commentLaszlo, a member of Elastoffice AG Management, conditionally accepts the invoicewith the comment: Please check the agreement before payment.With the acceptance a Draft Supplier Invoice in OpenERP is automaticallygenerated. 8. Romania Tirgu Mures 1601 km09:44 - 15 December 2011 Checks invoice, initiateswire paymentAttila, a member of Elastoffice Management, receives a notification from theeoServer. He double-checks the invoice and the current agreement, then initiatesthe payment process by wire with a short comment to document the transaction.Next: Finance and Accounting department gets notified by the eoServer for finaldisposition. 9. Hungary Budapest 1037 km15:05 - 16 December 2011Creating the accountingtransactionsin OpenERPKrisztian, a member of Elastoffice Finance and Accounting, is notified by theeoServer. He creates the accounting transactions, handles the bank reconciliationand archives the document.Supplier Invoice processing has been completed accurately and on-time. 10. Document as the Trojan horse of selling ERP By putting documents in focus we can offer a much moreunderstandable system Visible and immediate results at the beginning of theimplementation First step implementation is in days Sales benefit for partners: Elastoffice can support OpenERP Partners directly Easy-to-learn methodology Can support individual needs 11. Thank you!