Solution: Integrating enaio® with Microsoft Dynamics

Bring Your ERP System Up to Speed

Getting the most out of Microsoft Dynamics NAV and AX

OPTIMAL SYSTEMS provides dedicated enaio® interfaces for Microsoft Dynamics NAV and Dynamics AX, each of which extends the respective solution with audit-proof archiving or receipts, sophisticated document management, and digital workflows for incoming invoice processes, release procedures, and other jobs. NAV or AX receipts thus become part of a comprehensive and searchable ECM document pool that includes correspondence, Office documents, e-mails, presentations, and much more. For you this translates into faster receipt processing and searches. Moreover, the ability of your employees to provide information increases substantially.

  • Add audit-proof, GoBD-compliant document archiving functions to Microsoft Dynamics AX and NAV
  • Paperless archiving of all incoming and outbound documents
  • Save time when processing receipts
  • Improved information and research capabilities
  • Mapping of workflows

enaio® Integrates MS Dynamics AX
and other information sources in a central repository

Digital records and folders

enaio® consistently bundles documents, data, and processes in a single e-record.

Audit-proof archiving

enaio® archives your documents and data. For simple handling across the company.

Certified interfaces

enaio® offers tested interfaces for many popular ERP solutions.

Microsoft Dynamics AX

The enaio® dynamics ax interface integrates Microsoft Dynamics AX with enaio®, adding audit-proof receipt archiving functionalities to AX. Furthermore, this integration means that you can use enaio® workflows to implement incoming invoice or release processes, among many other applications. AX receipts thus become part of the comprehensive, enaio® document pool that can be searched across the entire company.

  • Add audit-proof, GoBD-compliant document archiving to Microsoft Dynamics AX
  • Paperless archiving of all incoming and outbound documents
  • Save time when processing receipts
  • Shared use of receipts, business-relevant documents, and AX documents even without ERP access
  • Improved information and research capabilities
  • Mapping of workflows and compliance with company guidelines

Microsoft Dynamics NAV

enaio® seamlessly integrates with Microsoft Dynamics NAV, thus adding useful functions to the ERP system such as audit-proof receipt archiving. You can also use digital workflows for customers, vendors, and receipts to implement functions, including incoming invoice processing or release processes.

  • Automatically scan a large number of documents (capture component).
  • Automatically classify documents, and automatically extract and check the plausibility of their contents.
  • Systematically record business processes and transactions (Records Management).
  • Make documents available independently of applications (Rendition Management).
  • Seamless integration with Microsoft Dynamics NAV
  • Fully configured record templates
  • Preconfigured master data synchronization
  • Generation and transfer of outbound NAV documents from NAV to enaio®
  • Links data with NAV posting

Integration with Microsoft Dynamics NAV

Alle Informationen und Funktionen werden übersichtlich dargestellt. Ein Vorschaufenster gibt direkten Einblick in die verknüpften Dokumente.

Receipts become part of a comprehensive and searchable enaio® document inventory that can include correspondence, Office documents, e-mails, mind maps, presentations, photos, and drawings. The information can be collated in electronic records easily and conveniently thanks to preconfigured record templates provided by enaio®.

  • Extended NAV functionality enables users to access enaio® receipts directly from NAV
  • Scan incoming documents in enaio® and allocate them to NAV postings.
  • Automatically assign NAV postings to receipts (e.g., via barcode)
  • Automation of receipt workflows such as release, notification, distribution

  • “Technically, we got all we hoped for and more. Many solutions were even customized to meet our needs to the dot.”

    Andreas Hummel
    Project Manager
    Job Center MainArbeit, City of Offenbach
  • “Our digital drawing archive contained approx. 160,000 drawings, plus ERP evaluations, a paper filing system, and the old PPS with over 220,000 work plans, 185,000 parts lists, and 19,000 main orders.”

    .

    Wolfgang Fuhr
    Head of IT & Organisation
    GEBR. PFEIFFER SE