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
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