Enterprise automations

Value+ Enterprise Automations provide solutions that automate processes and workflows for improved operational efficiency.

These enterprise automation solutions are available for your CloudSuite:

Solution Description
Bank Statement Scanning Automates the process of retrieving bank statement PDF files from emails and converting them into comprehensive records within M3.
Customer Account Creation Provides a single place to track all the tasks required to create a customer in M3.
Bill of Lading Digitization Automates the process of retrieving Bill of Lading documents from a shared folder and uploading the document into Infor Document Management (IDM). The Bill of Lading number is retrieved and automatically added as an attribute into IDM.