MaxRecall is proud to be a Gold sponsor at this year’s TUG Connects conference. We are excited to share with you the new innovations and solutions MaxRecall has developed. Please stop by our booth and attend our sessions to learn how we can help set your company up for success with document-based business process automation. We will be conducting regular solution demonstrations at our booth throughout the conference in addition to our sessions.
Session: Custom PO/AP Automation with MaxCapture – User Case Study (1 time only)
Wednesday March 28, 2018
2:45 PM – 3:45 PM
Agile Sourcing Partners provides custom tailored Procure to Pay supply chain solutions. Each solution is tailored to the specific needs of each customer. In this case Agile developed a solution to audit and code invoices, consolidate invoices weekly by job number and pay suppliers. The challenge was three fold: reduce the internal cost to process, simplify invoice coding, and automate the process onto SX.e when the only document received was the final invoice.
With only the supplier invoice to work with, Agile turned to MaxCapture to develop a custom workflow using SX.e EDI functionality. MaxCapture is leveraged to ensure invoice-coding rules are enforced and gathers the data needed to create the Sales Order/PO and AP batch. MaxRecall creates the final document for the Customer which includes multiple SX.e consolidated invoices, each with corresponding backup containing supplier invoice, POD, and pick ticket.
This session will review the objectives of the project and the challenges and successes faced in creating a custom workflow. The case study will conclude with a demo presentation of the automated document process now in place.
- Understand how MaxCapture and MaxRecall can be leveraged using custom workflow
- Demonstrate how involving your people to drive change, makes a successful project.
- Show that automation does not always need to be “touchless” to be successful.
We are looking forward to a successful conference again this year and seeing each of you there!
Save the date! Each day of Inforum 2018 will be packed with product announcements, educational sessions and workshops, and an inside look at the latest innovations emerging at Infor. Please check back for full schedule and conference details.