Interface for Intelligent Process Integration

Transcription

1 It s simple. It s digital. Interface for Intelligent Process Integration xflow Interface, an innovation from WMD, is a multifaceted system interface for connecting all your data extraction to ERP, archive, and workflow systems.

2 WMD xflow Interface Cross Application Interface Come to the Intelligent Interface for Integrating Processes Most companies today receive documents in a diversity of formats, through a range of channels paper documents, s, documents submitted by EDI, and documents with an electronic signature. xflow Interface provides a solution that is particularly flexible in handling these different forms of incoming information. In addition to managing any number of input channels (scanners, inboxes, directories, etc.), Interface provides complex mechanisms for checking processes, as well as extensive options for conversion. Incoming data can be output in parallel via different channels. A scanned invoice can be saved in an archive and simultaneously directed to data extraction. As the point of transfer between different input channels and target systems, xflow Interface is a vital component in the sophisticated interfunctionality of our solutions. It mediates a streamlined flow between data extraction, your ERP system, and your archive system, and other systems in your landscape. Invoice Handling The Standard xflow Procedure A company with a fully automated invoice approval process receives invoices in paper form or as attachments. The paper documents are digitized with a scanner, after which xflow Interface passes them on to the data extraction step. Invoices received electronically land in a dedicated mailbox. xflow Interface Mail, an extension of xflow Interface, listens to the inboxes that have been pre-defined as permanent recipients for incoming invoices and directs them on to the electronic workflow. In a standard parallel step, the WMD interface programm transfers the digitized invoices to the archive, where they are saved in tamper-proof form. After the invoice has moved through the approval process, xflow Interface writes more transactional information to the invoice record in the archive. xflow Interface can run all scenarios and configurations in parallel and monitor them centrally. It also offers other processing routines such as PDF conversion.

3 Documents Paper (via scan) Electronically (via ) ZUGFerd / EDI / XML Capture Classification Extraction of digital information xflow Interface (Interface for data connection, data verification within and outside of SAP/ERP) Workflow xsuite for SAP/ECM Archive Interface / SAP ArchiveLink Electronic Archive / Content Server

4 01 xflow Interface Invoice Working with Invoice Data in SAP When the xflow Basis server has sent the data, xflow Interface Invoice processes incoming invoices in the respective SAP application. After the data has been adopted, it is validated, protocolled, and imported to the whichever transactions have been set up for posting. Only tried and tested SAP standards such as BAPI and batch input procedure have been used for the development of xflow Interface Invoice. The process status can be monitored in the central Invoice Monitor. User exits can be used to customize any important event the customer might have. Workplace for Verification in SAP GUI All the data that has been adopted can easily be visualized with the verify workplace. The correctness of details in the data can be verified and, if necessary, corrected with system support directly in SAP. This is all geared towards providing the end user with a GUI that is easy to maneuver. xflow Interface Invoice is not a purely technical interface it is more like a Workplace in the accounting department. 02 xflow Interface ArchiveLink xflow Interface ArchiveLink supports the SAP scenarios Late Storing with Barcode and Direct Assignment of SAP Business Objects. Independent of which scan client is installed for archiving, you can work with standardized SAP scenarios. The central Invoice Monitor allows you to view the processing status. User exits can be used to customize any important processing event according to customer needs. Direct Assignment to SAP Business Objects Along with the standardized barcode process, originals of any SAP business object (sales orders, purchase orders, delivery notes, etc.) can be assigned. For this, you only need to specify the key term. Archiving with ArchiveLink Documents can be archived directly on the xflow Interface Basis server or through the SAP ArchiveLink interface.

5 Add-Ons for xsuite Our solution can be extended with add-ons, module by module >> xflow Interface Mail More and more companies are turning to e-invoicing for processes that are streamlined and uninterrupted by media breaks. In recent years, tax legislation has granted electronic invoices in most countries the same legality as paper invoices. This is yet another reason for companies to take advantage of the speed, efficiency, and directness of digital invoice receipt. xflow Interface Mail offers full integration and logging of document transfer to xflow Invoice. All s, invoices, and attachments can be automatically submitted from a defined receiver mailbox directly to the workflow process within the ERP system. With xflow Interface Mail, you ll receive invoices quicker and have the benefit of transparency from the start. The add-on can also be deployed for sales order processing. xflow Interface Office+ xflow Interface Office+ is a practical tool that closes the gap between systems and applications. When a document is created or received at an organization, the next challenge is to move it to the place where it is relevant and accessible, bundled with related documents, be it on the ERP system or in an archive. An extension of WMD s xflow Interface, xflow Interface Office+ connects an extensive number of input and output channels, enabling any number of individual scenarios for different customer requirements. With the integration of a drop pane through WMD s xflow Interface Office+, just a few simple entries will take your information from an application such as Outlook, Word, or Excel, and send it on to the right destination with predefined indexing, in line with your company s workflow and archive strategy.

6 WMD xflow Interface Cross Application Interface Features General Features WMD xflow Interface facilitates capture of data from fully automated data extraction systems or XML data streams, and subsequent archival or forwarding of the data to a workflow system, an accounting system, or any ERP system, e.g. such as SAP. Solution Packages for SAP xflow Interface Invoice processing of incoming invoices xflow Interface ArchiveLink late archiving Customer Development customer-specific programming Supports many clients and document types Free linkage of input, processing, and output scenarios Freely configurable index field catalog Features for processing header and item data Optional conversion of scanned images, into multi-tiff, PDF, etc. Supports PDF and PDF/A Integrated functions for processing of index data for ERP system Integrated logging and status monitoring Parser for reading extracted data in XML format Features SAP Processing of different document types invoices, sales orders, delivery notes, etc. Automatic capturing/posting of data from documents Verify client in SAP Direct workflow integration User exits for customer-specific programming In-place or external image viewing options Centralized Monitoring (Fig. 01 ) Supported Data Extraction and Classification Systems IRISXtract for Documents Kofax Transformation Module Other systems and customized solutions on request Supported Archive Systems EASY ENTERPRISE (XML, API) SAPERION Other systems on request Archiving via SAP ArchiveLink, independent of archiving system Supported ERP, Accounting, and Workflow Systems SAP ERP EASY DOCUMENTS SQL databases Other systems and customized solutions on request WMD Vertrieb GmbH All rights reserved. Subject to change without notice. Error excepted. Technical Requirements xflow Interface Invoice SAP ERP 5.0 or 6.0 ArchiveLink-capable archiving system or SAP content server xflow Interface ArchiveLink SAP ERP 5.0 or 6.0 ArchiveLink-capable archiving system or SAP content server xflow Interface Mail xflow Interface Invoice 4.0 and higher Transmission log POP3, IMAP, or Exchange Web Service Mail servers such as Microsoft Exchange and Lotus Notes SAP ERP 5.0 or 6.0 Dedicated mailbox(es) recommended e_wmd_xflow_interface_0215 xflow Interface Office+ xflow Interface 4.2 and higher Microsoft Windows XP, Vista, 7 or higher Microsoft Office 2007, 2010 or higher with 32 Bit; for use of Office components xflow Interface ArchiveLink when using SAP Fig. 01 Germany Benelux United Kingdom Scandinavia Singapore Slovakia Spain U.S.A. WMD Vertrieb GmbH Hamburger Straße 12 D Ahrensburg Germany Phone +49 (0) info@wmd.de