Accounts Payable and Sales Orders Automation With EBS
Discover Why Industry Leaders Choose Enterprise Content Management for Accounts Payable and Sales Orders Automation
Enterprise Content Management (ECM), also referred to as Content Services, is a concept concerning various technologies designed to manage content from the enterprise perspective. ECM utilizes digitized documents to support a fully integrated and paperless enterprise, but that’s just the first layer of ECM’s usefulness for SMEs and large enterprises. Automation falls under the umbrella of ECM, too.
Only digitized documents can be processed through Workflow Automation. Paper documents simply cannot be routed quickly and efficiently due to their physical limitations. Organizations looking for a solution that can help them standardize business processes should consider an ECM solution that features robust Document Management and Workflow Automation capabilities. Start in a document-centric cost center like Accounts Payable, and then expand the solution into other departments, including:
Frequently Asked Accounts Payable and Sales Order Automation Questions
Automating Accounts Payable and Sales Orders requires an in-depth look at your business processes. Every single step must be broken down, examined, rationalized, and automated to create tight workflows that help your organization achieve peak efficiency. Unfortunately, the sheer number of things to consider when vetting solutions can make the process of finding the right vendor a significant challenge. Here are some frequently asked questions that your organization should keep top of mind while browsing solutions:
Do I Need IT Involvement for Day-to-Day Updates?
Whether you need to license a new user, upgrade or downgrade permissions, add a vendor to your system, or reconfigure your AP workflow to accommodate changes in your organization, you don’t want to be forced to rely on IT to keep your technology running smoothly. In fact, intelligent solutions can automatically identify when an invoice from a new vendor has entered the system and notify a processor as needed. There’s no need for someone behind the scenes writing C# code to keep your solution delivering the results you expect.
Can the Solution Handle Users Without Access to Oracle EBS?
Your organization relies on approvers in the office and the field. When a non-PO invoice is received for approval, remote workers might not have access to EBS to add the corresponding GL coding information. With ECM bridging the gap between your ERP and your workers in the field, these workers can complete tasks without a lapse in coverage through the real-time Mobile Content Management features of your ECM system. Now, your field workers can access data within EBS without actually logging into EBS — expanding your scope of operations and eliminating processing bottlenecks in the field.
Intellichief will automatically validate all information as it is received, including
GL codes and special charges. Leveraging each organizations’ unique business
rules, IntelliChief automates GL coding to save approvers time and limit manual data entry.
When an invoice gets routed for approval, a processor may need to distribute a line into multiple lines and then recall which GL numbers or accounts that they have to distribute it across. Generally, this accomplished by writing the codes down on a piece of paper, attaching it to the invoice, and sending it back to Accounts Payable. At this point, your invoice processing speed is already below the industry standard. With ECM and Workflow Automation, when you route an invoice for approval, the approver is notified right away via email. This invoice is put into a queue alongside other invoices awaiting approval. In short order, your processor can quickly review and approve all invoices from a desktop or mobile device.
How Does Automation Process Non-PO Invoices?
When a non-PO invoice enters your system, your ECM system can leverage automation to identify that no PO match exists and notify a user for manual approval via email or a natural language prompt within the system itself. Some ECM solutions can streamline this process further by suggesting actions to take.
IntelliChief requests approval from permitted users and identifies the action that must be taken to complete the process, such as requesting a GL code or confirming approval for a high-ticket invoice.
Does the Solution Support Additional Charge Lines?
Additional charge lines, like tax and freight, can throw a wrench in your approval process. Sometimes approvers don’t know what the freight, VAT, or county tax is, but the user in the field does. Your organization needs the ability to add those additional charges to ensure that your information is valid when additional charge lines have been applied.
To Learn More About Accounts Payable and Sales Order Automation Watch Our Webinar
View our webinar to see a full range of special use cases for Accounts Payable and Sales Order Automation. Our solution engineers have formulated a formalized, highly integrated Oracle EBS automation solution that protects the integrity of your EBS system while maximizing its capabilities. Our exhaustive and thorough discovery process unearths every single nuance of your business processes to increase productivity by as much as 70 percent or more once implementation is complete.