Integration with Vendor Management and Purchasing with Epicor EnterpriseΒΆ

This use case are using M-Files to Management Vendors and Vendor Invoice approval in M-Files, capture the full invoice, including line items and then automatically post the approved transactions into Epicor.

The deployment of this integration has two parts:

  • Synchronize the classes in M-Files that relates to these operations with SQL. These include classes such as Vendors, Invoice Headers, Invoice documents and Invoice Line items.

  • Trigger the update of the Epicor SQL database when conditions are met in the SQL Class tables.

The core application features and functions of this integration include:

  • Data takeon from Epicor into M-files of vendors, valuelists and other static data.

  • Updating SQL with M-Files when the controller is ready to push transactions into Epicor. This applies MFSQL Connector to synchronize the data

  • Alignment of the data between M-Files and Epicor. This involves valuelist synchronization for drop downs in M-Files and data mapping between fields.

  • Exception and error handling for the data mapping and compliance with the rules of both systems.

  • Procedures to trigger when Vendors can be pushed into Epicor as approved vendors.

  • Procedures to trigger when Invoices are approved and ready to be pushed into Epicor

  • Exception and error handling for rejections from Epicor

  • Updating M-files with the results of the integration

  • Updating M-Files with the payments documents matched with the invoice metadata

  • Updating Epicor explorer with a hot link to all invoice related documents allowing click through to the documents from Epicor to M-Files.