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KickstartApplication
Supplier Invoice
Management
Get the job done in days, not months
Content Server Development
for the
Rest of Us!
Kickstart Applications
• AnswerModules Kickstart Applications are a collection of pre-built fully-functional templates that can be used to quickly setup enterprise grade solutions based on OpenText Content Server.
• Each application is studied to target a specific business need and provides all the basic features that are required to address such need.
• Currently, the kickstart applications are available FREE OF CHARGE to AnswerModules ModuleSuite owners. Contact your AnswerModules sales representative for more information.
Supplier Invoice Management (SIM) - Overview
The Supplier Invoice Management (AM-SIM) Kickstart application has been designed to support approval processes and management for supplier invoices, employees expenses and supplier contracts.
AM-SIM supports the accounts payable department in a non PO based - late-archiving scenario (quite common for small and medium enterprises).
The solution, as any other Kickstart application, has been developed to showcase the potential of the AnswerModule ModuleSuite, and to provide partners and customers with a solid base from which to move their first steps into ModuleSuite development.
Main application’s features
• Organize suppliers’ invoices, employees expenses and related contracts
• Manage multiple invoices approval workflows
• Role - based User interface with responsive design
• Reporting Dashboards
• A coherent user experience preserved across: documents browsing, workflow step management, dashboards and reporting
• Automatically create Excel documents with information coming from ERP
• Massive Order Workflows management (approval, rejection, requester inquiries)
The application main page
Using Content Script and Content Script Template Pages is really easy to build, responsive role-based interfaces, interleaving standard UI elements with custom widgets and application features shortcuts.
Simple is better
Content Script enforces a clear separation between presentation and data (accordingly to the MVC paradigm). The resulting architecture encourage the reuse of Template Pages over and over to present completely different information.
The application main page
In this case the entire application has being developed around a single Template Page that acts as an application frame, providing for all the application’s pages the role-based application’s menu on the left and the notification bar on the top right. The application frame also provides access to the standard navigation of the underlying ECM solution.
The application Frame
The accounts payable page
From within this page the accounts payable department users can start approval workflows for any "not confirmed" invoice. The view provides direct access to the ERP's information, presented in a familiar interface. A search mask allows filtering using simple or advanced filter criteria. A preview of the document can be loaded with a single click, without leaving the view. Irrelevant standard columns such as Modified and Size have been suppressed for a more comfortable experience.
The accounts payable page – Filter criteria
The accounts payable page – Document preview
The accounts payable page - Insights
Creating a Browse-View like page in Content Script requires just a line of code:docman.getBrowseView(app.views.accounting, // The node (or virtual folder) that
// provides the content to be presented, // and the columns to be shown
app.scripts.dashboard, // A Content Script to be used as a filter // for the content of the previous node, or // as in this case to provide the content // performing a query directly over the // integrated ERP database
params, // A map of params to be passed to the previous script
gui //The GUI object (to be used to control which //elements of the standar UI should be rendered )
The accounts payable page – The Search Form
We embed Beautiful WebForms Views in our Content Script generated pages whenever we need to collect data. Beautiful WebForms Views can in fact be easily modified using the integrated visual editor leading to a very reduced Total Cost of Ownership as well as to an unmatched freedom for final customers.
The invoice approval page
From within this page users can easily manage the ongoing approval workflows. The current step of the workflow is clearly identified. Whenever an action is available for the logged-in user the "Action" button is colored in green. Multi-files buttons allow users to approve or reject multiple invoices at the same time. The information presented in this page can be easily downloaded as an Excel file (again using a multi-file button).
The Workflow Step
Workflow steps are managed with the very same UI, providing the most coherent user experience, ever delivered on Content Server. Once again the unique features of Beautiful WebForms module come into play. Complex form views are splitted in more simple and manageable sub-views. Workflows forms are embedded directly in the application pages. Standard UI elements such as the document's functions menu are harmonized with the application’s interface. Workflows comments and attachments are made available directly from the form’s views
The Workflow Step
The Workflow Step
The Workflow Step
The application’s roles and groups
The association between users and roles (implemented as groups) is directly managed from within the application, thanks to a simple yet ergonomic interface. With a very reduced number of interactions, administrators will be able to manage for the entire user base: roles, notifications and preferences.
The application’s roles and groups
The application in action
Coming soon…
