Club Quarters – Connect Point

Business Need & Solution

  • A SharePoint + Sage ERP Connector named “Connect Point” was developed to be used by 50+ customers with SAGE ERP for Sage 100, Sage 300, Sage 500 & Sage X3
  • All invoices are scanned through GScan (a automated scan tool) and dropped to a central library, and the invoices are stored in SharePoint Online and metadata, line items are processed by SAGE products
  • Different workflows are implemented in SharePoint for managing different levels of approvals depending upon the invoice type and invoice amount
  • After the approval, the scanned document is routed to a destination library and added to record with adding the metadata and line items to SAGE X3 (ERP) for further processing

Technologies Used

  • SharePoint Online
  • Office 365