Document Management Link
Orchid Business Systems
Document Management, Document Storage, Document Management Software
Document Management Link from Orchid allows you to attach multiple files and documents to Sage 300 ERP (Accpac) fields by drag & drop from within Sage 300 ERP, saved to either Microsoft SharePoint® or an accessible file server. Documents saved in SharePoint or accessible file server can also be viewed from Sage 300 ERP - when saved in the configured place. Your documents can be linked to most fields, eg invoices, orders, expense claims, delivery documents, account information, journal entries. This gives an economical document management system without a high cost.
Gain rapid access to your documents through your existing Sage 300 ERP screens. Document Management Link puts the information where you can find it, when you need it. Use it to support all functions which require supporting documentation. If you use SharePoint you can benefit from its collaboration and security features and initiate workflows for document notification and approval.
Improved customer service – essential documents easily accessed and found
Documents always available - not on other users’ desks, or lost
Improved productivity - no more hunting, with easy access to documents
Improved operations - with supporting documents linked to the right record
Improved multi-site operations – access in Sage 300 ERP, no need to distribute hard copies
Improved security - with SharePoint’s security and controlled access and ease of backup (when used with SharePoint)
Ensures information is shared and not lost
Reduced paper storage – why keep more and more paper?
Reduced costs – from copying, printing, consumables and keeping multiple copies
How it Works
When the user views any masterfile or reference field in Sage 300 ERP, if documents are linked to the field contents, a screen opens to reveal them. From this screen you can View and Open one of more documents, and Add more documents.
To add documents, users can add them on the go, from within Sage 300 ERP, or add them from SharePoint or to an accessible file server location. The link to the Sage 300 ERP Data is created automatically by virtue of saving the document in the right location.
Microsoft SharePoint Workflows. With SharePoint you can also trigger workflows for approval, multi user approval, feedback and custom workflows. Addition of a document initiates any SharePoint workflow set up.
Typical documents linked include:
Customer Purchase Orders
Bills of Lading, Air Waybills
Customs, quarantine and inspection documents
Other supplier and customer documentation
Link to one document or a group of related documents, e.g. all invoices for vendor Y, or specific invoice
Directory of linked documents shows in Sage 300 ERP screen
Find document and open it without leaving Sage 300 ERP
Add linked documents from within Sage 300 ERP
Show linked documents in Sage 300 ERP that were previously filed in SharePoint or the file server
Link documents to up to two fields, e.g. vendor and branch, to filter selection
Integrates with Orchid Notes to show both Notes and Document, i.e. brief and longer
Builds on your existing scanning and document capture systems
Allows users to be configured as Document Management Link users, so sites running Orchid Notes and Document Management Link can specify at a user level, which user are DML users
Integrates with SharePoint 2013
Operates with all Sage 300 ERP modules and third party modules developed in the SDK
Developed in the Sage 300 ERP SDK, with its look and feel, security, customization capabilities, data integrity checking and more
, Document Management Software
, Document Management Solutions
, Document Management System
, Document Storage
, Sage 300 Erp