Intelligent ERP Integration with i-Link

Ovitas i-Link keeps your back-office systems in sync with your documents and records.

Using your ERP system to store documents?

Yes? Unfortunately, that’s the wrong place.

ERP, accounting, and SCM systems are not document management systems (DMS)…so don’t use them to store business documents and records. Instead, get an intelligent DMS solution that integrates seamlessly: Ovitas i-Link for ELO.

i-Link

How does i-Link work with my ERP?

i-Link is an intelligent web service that synchronizes master data between your ERP system and ELOenterprise. Documents are automatically routed to ELO from your ERP system — e.g., a ERP-generated PDF invoice or PO. Or, documents can be added directly into ELO through another process, such as scanning vendor AP invoices or ELO barcode automation.

What are some common ERP-related processes ideal for i-Link?

VENDOR AP APPROVAL

Vendor bills need to reconcile with POs and be approved – or rejected – before payment. i-Link pulls master vendor and PO data from your ERP so your AP staff can easily reconcile bills with POs and route approvals to the right people in the right departments. Once approved, i-Link messages your ERP that the bill is okay to pay.

CUSTOMER INVOICE MANAGEMENT

Do company policies or legal requirements require invoice archiving? If yes, where do you keep them and for how long? Use i-Link to automatically import and file customer invoices as your ERP generates them. Leverage ELO’s recordkeeping functions to automatically apply company retention schedule(s). 

QUOTE MANAGEMENT

Quotes are created by sales in a CRM system, or more often, in Excel. When a quote is approved, is it re-keyed in your ERP? If yes, then consider what i-Link can do: Create (and revise) quotes in ELO. When customer approves, sales initiates a workflow that pushes data to your ERP, which converts the quote to an invoice.

SALES SUPPORT

Salespeople like CRM, not ERP. Yet they may need to know if customer invoices have been sent or paid. So they bother the AR staff. Using i-Link, customer data and invoice information can be synchnronized so non-accoutnting staff can see pertinent customer information needed to do their jobs effectively.

What is the i-Link set up process?

Ovitas i-Link is integrated with ELOenterprise out of the box, as is standard mapping to customer, vendor and certain other master data from leading ERP systems.

1

MAP FIELDS

To allow either one- or two-way synchronization, you map fields in your ERP to fields in ELO. This is made easy with the i-Link mapper interface – no coding required.

2

CONFIGURE SYNC

After mapping fields, set each to be synced one-way or two-way. Typically master data is synced one-way from the ERP to ELO, while transactional data may sync both ways.

3

ONE-TIME SYNC

Finally, perform a one-time sync to push all mapped ERP data from your ERP into ELO. This action will build the customer, vendor, etc. structure/filing plan in ELO automatically.