 Altec has integrated doc-link, a document management solution, with the WennSoft Job Cost software. The end user NOW has the benefit of “paperless” processing of all documents, not only from Great Plains, but from WennSoft business processes as well.
doc-link - Integrated seamlessly with Great Plains – WennSoft Job Cost
• Provides documents and data on the desktop
• View, fax, print or e-mail selected documents from the desktop
• Accounts Payable workflow with Project Manager electronic approval
• Retrieval of all documents from Bids to Contract plus all project related files
• Multi-user access to same documents simultaneously
• Document access controlled through user security
• Enhanced productivity up to 40% by project managers
• Achieve ROI within a few months
GP Payables Transaction Entry
Integration on this screen allows the user to read information from a document in
doc-link Workflow as data is entered on the Payables Transaction Entry screen in Great Plains. As information on the Entry screen is saved or posted, the document is automatically indexed into the doc-link database.
WennSoft Payable Transactions
Integration on the above screen provides the indexing of Company ID; in addition all fields are captured from the screens and each user company selects the specific data for indexing each document for easy retrieval.
Integration includes the following touch points:
WennSoft Retention Release Processing
This process is used to release invoices that have a retention withheld based on the vendor agreement for that job. When the original invoice is vouchered in WennSoft Payables Entry, the invoice amount is grossed-down by the retention factor and the adjusted invoice total is what is vouchered. This screen (and subsequent process) is included for reference purposes only. No integration will be required to accomplish this.
Receivings Transaction Entry
This allows the user to read information off a document in doc-link Workflow as he or she enters data on the Receivings Transaction Entry screen in Great Plains. As information on the Entry screen is saved or posted, the document is automatically indexed into the doc-link database and removed from Workflow.
Purchasing Distribution Entry
This function provides the indexing of the purchasing documents with data fields taken from the entry screen. Included are account, type, and description, among others.
Detail Inquiry
This function allows the user to view documents in doc-link that are indexed with the matching account number.
Void Historical Payables Transactions
This function allows the user to update corresponding documents in doc-link when a transaction is voided.
Void Open Payables Transactions
This function allows the user to update corresponding documents in doc-link when an open transaction is voided.
Payables Transaction Inquiry – Vendor
This function allows the user to view documents in doc-link matching Voucher/Payment number.
Payables Transaction Entry Zoom
This function allows the user to view documents in doc-link matching Voucher/Payment number.
Payables Apply Zoom
This function allows the user to view documents in doc-link matching Voucher/Payment number.
Purchase Order Inquiry Zoom
This function allows the user to view documents in doc-link matching Purchase Order number.
Payables Distribution Zoom
This function allows the user to view documents in doc-link matching Voucher number.
Purchase Order Inquiry Zoom
This function allows the user to view documents in doc-link matching Purchase Order number.
Payables Transaction Entry Distribution
This function allows the user to view documents in doc-link matching Account Number
Seamless Integration with Microsoft Great Plains Solutions and WennSoft
Have data and documents on the desktop simultaneously
to greatly improve customer service and project management efficiency
For More Information Contact Altec:
(800) 997-9921 x1255
or email doclinksales@altec-inc.com!
Back to Top |
