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:
M3 Core
| Solution | Description |
|---|---|
| Auto PO Confirmation from Email | Automates the retrieval of Purchase Order documents from emails to process and confirm them in M3. |
| Automation of Unallocated Receipts on Demand | Automates the process of allocating cash payments. |
| Bank Statement Scanning | Automates the process of retrieving bank statement PDF files from emails and converting them into comprehensive records within 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. |
| Customer Account Creation | Provides a single place to track all the tasks required to create a customer in M3. |
| Customer Letter Check and Letter Draft Scanning | Automates the extraction and data entry of checks and letter drafts in M3. |
| Delivery Note Processing from Email | Automates the extraction and processing of delivery notes in M3. |
| Internal Invoicing Automation | Automates the generation of cross-divisional internal invoices. |
| PO Certificate of Analysis Automation | Automates the extraction of key data, such as Item Number and Lot Number, from scanned Certificate of Analysis (CoA) PDFs. These PDFs are then uploaded to IDM, making it contextually accessible across multiple M3 programs. |
| Proof of Delivery Digitization | Automates the processing and approval of signed delivery notes in M3. |
| Signed Delivery Note Processing | Automates the process of adding customer signatures to the delivery notes and combining them into a single document. |
| Supplier Agreement Processing from Email | Automates the creation of supplier purchase agreements in M3. |