Examples of Invoice from IDM to ION to SunSystems

Hello,

Just wondering if there are any examples of how to take an invoice from IDM to ION (for approvals) to SunSystems (for posting)?

If you could point me in the right direction, I would appreciate it.

Thanks

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Accepted answers

engin-atcali

Hi Loris,

There is an IDM approvals Example in the help section of IDM, with a full config for ION. In regards to it posting into SUN you would need an OCR connector. I believe you could use Episoft whch is a 3rd party product that is recommended for IDM.

Hope this helps.

Just out of interest what types of invoices are we talking about? Sales or Procurement? I only ask as I'm interested how many people actually use POP in SUN considering there are quite a few procurement solutions that are easier to configure and maintain, PA iPOS for example.

Kind Regards

Tom

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engin-atcali

Legacy Contributor

Hi Tom,

I'm sorry if this is a dumb question, but how do I get to the "help section"?

engin-atcali

Hi Loris,

Help is the little three horizontal line icon in the top left hand corner of the IDM main screen. Click on it and then click on the IDM Homepage icon and "How to configure approval workflow" is under the example section.

Hope this helps.

Let me know how you get on.

Kind Regards

Tom

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