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Invoice Handling at Kerrygold. Carl Erik Schnoor, Multi-Support. Kerrygold project - goals. The Target of the project was to Rationalize the invoice handling process Increase efficiency Reduce Costs Processes involved: Automatic capture of supplier invoices
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Invoice Handling at Kerrygold Carl Erik Schnoor, Multi-Support
Kerrygold project - goals The Target of the project was to Rationalize the invoice handling process Increase efficiency Reduce Costs Processes involved: Automatic capture of supplier invoices Automatic preregistration in Movex Process for cost invoices Process for purchase invoices. Accounting in the workflow Partners involved Kerrygold – Finance & IT Departments Irish Dairyboard as the Power 6 server is located in Dublin MultiSupport Merit Consulting ReadSoft MultiArchive 7 > Focus Areas > New Features
Kerrygold project - partners Kerrygold Kerrygold – Finance & IT Departments Irish Dairyboard as the Power 6 server is located in Dublin MultiSupport Supplied MultiArchive with browser based workflow Integration programs to Movex for import and viewing of scanned invoices from Movex Replication of Movex account plan and supplier master file to Readsoft Software Invoice interpretation (OCR) from ReadSoft with a Fujitsu scanner Merit Consulting Integration programs with Movex for purchase invoice handling ReadSoft Education for Kerrygold users in invoice interpretation MultiArchive 7 > Focus Areas > New Features
Kerrygold project - challenges Kerrygold Moving offices and a warehouse – will be completed beginning of November Replaced their I series with a new Power 6 server - done Irish Dairyboard as the Power 6 server is places there Hard to get necessary authorisation initially, but issues were quickly resolved by IT MultiSupport The originally designed processes had to be modified after actual testing at Kerrygold Merit Consulting We had to change the originally designed process to work a little differently ReadSoft Some minor issues with the newest release, but solved immediately MultiArchive 7 > Focus Areas > New Features
Kerrygold project – PO process MultiArchive 7 > Focus Areas > New Features
Kerrygold project - status Testing Cost invoices process has been tested and accepted. Minor changes in the PO process – will be completed this month Education Scanning is done ReadSoft supplier invoice interpretation is done Using the browser based workflow Integrated viewing from Movex What’s “up and running” KerryGold have used scanning of supplier invoices with ReadSoft interpretation since this summer. MultiArchive 7 > Focus Areas > New Features
My Plan Introduction MultiArchive 7 focus areas The evolution of MultiArchive MultiArchive 7
Areas of Focus in MultiArchive 7 New and enhanced features - So that you can do whatever you want even with “unstructured documents” Enhanced openness - So that you can do it anyway you want MultiArchive 7 > Focus Areas
New and Enhanced Features Advanced search Check in and check out My Documents Annotations on documents Active documents And a lot of other stuff MultiArchive 7 > Focus Areas > New Features
Advanced Search Ever wanted to “Google” your MultiArchive? Lightning fast search on all item metadata: customer numbers, customer names, invoice numbers, item types etc. In a single archive, but across item types, and across cabinets and folders Not instead of structure, but in addition to. MultiArchive 7 > Focus Areas > New Features
Advanced Search Enroll your archives There is a price to pay in resources, and hence may not be suitable for all Enroll your item types Some documents may be just too sensitive. Even if you cannot view it, just knowing it’s there may be too much. “FORM316 Alcohol Rehab Form” Exclude the sensitive metadata - Searching for paychecks in excess of €10.000, may be a “no go” in some companies Go! MultiArchive 7 > Focus Areas > New Features
Advanced Search This is for free This great feature is part of the standard product Future enhancements Ability to predefine and save searches for future use. Ability to search for folders Future additions, chargeable Architecture is ready for multiple search and indexing nodes Architecture is ready for contextual search MultiArchive 7 > Focus Areas > New Features
Check In and Check Out Working with live documents in the browser Check out documents for editing Check in the revised document when ready Or cancel check out if you regret Complete control of who, when, where and why MultiArchive 7 > Focus Areas > New Features
My Documents The corporate archive is huge My Documents is pinpointing exactly your documents Documents you have checked out Later also documents in your workbasket, documents you have processed, and documents you have marked as “of interest” MultiArchive 7 > Focus Areas > New Features
Annotations on Documents Finally we have the yellow 3M Post It™ on all documents Not process comments as in workflow Annotations to and about the document Available wherever you see the document MultiArchive 7 > Focus Areas > New Features
Active Documents The way to find out what is where in workflow Search and select on almost anything If it is there – you will know MultiArchive 7 > Focus Areas > New Features
Areas of Focus in MultiArchive 7 New and enhanced features - So that you can do whatever you want (within reason !!) Enhanced openness - So that you can do it anyway you want MultiArchive 7 > Focus Areas
Openness or flexibility Ability to extend the functionality of the product Ability to integrate into other solutions Choice of user interface Choice of implementation topology MultiArchive 7 > Focus Areas > Openness
URL Based Exit Points Define you own actions in the browser based workbasket A long awaited feature What do you want to integrate to ? MultiArchive 7 > Focus Areas > Openness
Integrating with Other Solutions Another MultiArchive hallmark- +200 server and client based api’s Web services for SOA ULR integration Support for LDAP Windows Single Sign On Certified SAP integration MultiArchive 7 > Focus Areas > Openness
Web Services, Example User on any platform Business application on any platform MultiArchive on IBM System i Don’t know each others technology, only the interface MultiArchive 7 > Focus Areas > Openness Multi-Archive Business Application
URL Integration Using MultiArchive’s browser user interface from your application Sending links to customers or suppliers Display Item Display Folder MultiArchive 7 > Focus Areas > Openness
Support for LDAP Industry standard for authentication Eliminate the need to enroll users in MultiArchive if they are already in LDAP/Active Directory Major savings in huge organizations Chargeable feature MultiArchive 7 > Focus Areas > Openness Multi-Archive
Support for LDAP - Example MultiArchive 7 > Focus Areas > Openness Multi-Archive Hello Beth – y your wish is my command I I don’t know you – but I know someone who might I’ I’m Beth and I’d like to log on using my user Id and password, or simply my Windows logon OK I trust you and I will enroll her automatically I know Beth! She’s OK, and she is in the ADMIN group
User Interface Has come a long way from good old green screen - but OLTP still an option for many Some news in OLTP Nothing new in Notes- except e-mail Not much new in GUI Many new features in the browser Many new options for own user interface MultiArchive 7 > Focus Areas > Openness
New Capture and Process Servers An extension to the Multi Tier Implementation Architecture Allows an unlimited number of nodes to capture and process documents with delivery guarantee Initially implemented for SAP Will in time take over all import and capture to MultiArchive Complete control from the start MultiArchive 7 > Focus Areas > Openness Multi-Archive
My Plan Introduction MultiArchive 7 focus areas The evolution of MultiArchive MultiArchive 7
The Evolution of MultiArchive MultiArchive 7 > Evolution R9 The centralized business archive The first where you may do without a System i All you just heard about More features and more platforms Workbasket in a browser More document management Everything in a browser R8 Openness R7 R6 R5 R4 R3 Features
In the Roadmap Multi-application to the full extent Multi-lingual even with Chinese Multi-platform pure Java Multi-database pure SQL? Multi-connectable open not only to System i developers Multi-priced not only on server size MultiArchive 7 > Evolution
Development plans More search functionality E-mail archiving enhancements New capture possibilities Enhanced document management possibilities New workflow possibilities ….and much more MultiArchive 7 > Evolution 2008
I do look forward to our future together MultiArchive 7 Thank you for your time - we know how valuable it is
The Multi-Support Group Our Customers • Any line of businessLogistics, banking, manufacturing, pharmaceutical, distribution, retail, insurance, you name it • Any sizeFrom local Metha Wash to global Olympus 5 to x.000 users2.500 to 250.000.000 documents • Any geographyFrom Nuuk to Sidney 3.000 + companies all over the world Designed for the global corporation and priced for the local company