Simplified File Handling in ERP

This document outlines a streamlined process for managing files within an ERP system. It focuses on improving user experience by simplifying traditionally complex and manual processes, using tools like the App Studio Extension Kit.

Step 1

Identify the Issue

Begin by identifying the specific business challenge related to file management. This could involve handling customer files, project files, or, in this instance, accounts payable (AP) transaction files.

Step 2

Evaluate Past Processes

Reflect on previous methods, which may have involved cumbersome templates, manual procedures, and extensive IT assistance. Here, you'll discover a more efficient, user-friendly approach facilitated by our solutions, such as the App Studio Extension Kit in ERP.

Step 3

Integrate with ERP

Within your ERP system, access the integrated app. Select the required files from your computer. For this example, a DHL AP transaction file is selected.

Step 4

Upload Files

Proceed to upload the selected file. You can view all files within this section, along with their names, types, and sizes.

Step 5

Manage Files

You can opt to delete any mistakenly uploaded file. For instance, if an additional file is required, such as the Microsoft AP transaction file, select and upload it. Next, prepare to import the transactions.

Step 6

Import Transactions

Initiate the import process. The App Studio connects to the Extension Kit, which lists all available files and converts them from CSV format to JSON format. This transformation is seamlessly handled by our advanced virtual assistant.

Step 7

Utilize Virtual Assistance

The virtual agent provides you with critical information, including batch ID and run ID for the files, enhancing time efficiency, reducing errors, improving data quality, and allowing you to focus on value-adding activities.

Step 8

Conclude the Process

Thank you for following this process.