DocuMas

Integrating Docuware with MAS500 (or MAS200) does require a few additional steps to adding in items under MAS, but as you'll see below, it's usually as simple as printing a barcode while entering, attaching that barcode to the document, and scanning it into the system with Docuware. As soon as it is entered into Docuware, it will be available with in MAS to view. A few moments later the other fields in Docuware will be automatically filled in, allowing non-MAS users to do lookups as well.

Features:

MAS500 version. Accounts Receivable MAS200 version. Accounts Payable (including Purchase Order), and Accounts Receivable (including Sales Order).
Limited General Ledger and Cash Management (cannot view document from within MAS)
Notify

DocuMas Docuware and MAS500 on Vimeo

Below, I'll take you through some of the suggested workflow processes for each module and show you some screenshots of what to expect. Click on any of the pictures to see it in more detail.

Accounts Payable (plus Purchase Order)

MAS user gets physical PO or just enters it directly into the system. If you do have a physical piece of paper you wish to scan, the user would then press the barcode button and attach that to the paper. Alternatively, if you just print the completed PO, a barcode could be added to that form in the report designer, or you could just "print" directly to an inbasket in Docuware.
Later, when you receive the items on the PO (with a packing list), the user would then enter that into the system, print a barcode, and attach to the packing list.

If the PO was indexed into the system, the user can press the button to lookup the PO in Docuware.
When the Invoice is received for this PO, the user can then look up the scanned document based on the PO # or the Receiver #, depending how they select the item under Receipt of Invoice.

The user can also create a barcode for this invoice, attach it to the document and scan it in as well.
We can now view the voucher (and all related documents) under the AP module if we need to. You'll also notice that the further along the process goes, the more information is automatically added into Docuware.
When the check is later printed and posted, docuware is also updated with that information.

Accounts Payable (no Purchase Order)

Accounts Payable with out a PO works exactly the same as with a PO, skipping all the PO stuff of course.

First we create our voucher based on the invoice in hand, print a barcode, attach to the document, and scan into Docuware.
After the voucher is posted, the user can lookup that voucher under View/Edit Vouchers, as well as look at the invoice in Docuware.
Later, when the check is printed, the check number in Docuware is also filled in.

Accounts Receivable

During the Sales Order creation process, the user can print a barcode and attach to any supplied paperwork related to that sales order (a fax, for example). A barcode may also be placed on the sales order and then "printed" to Docuware.
On the main Shipments screen, you can also print a barcode to attach to any packing lists you may have printed, bills of lading, signature for shipment received, or any other documents related to shipping or printed from MAS. After the Shipment has initially been created, you can also view the SO related to it.
While invoicing the customer for the order, you can also apply a barcode to that invoice (manually or inside of MAS), as well as look up shipping and SO documents.
When you receive a payment, you can attach a barcode to the check stub, or stick on a piece of paper accompanied by the check to scan in for future reference.
If you need to look up an order or a payment in the future, you would then find the sales order or invoice in MAS and use the View button to display all related documents in Docuware.

Cash Management and General Ledger

Because of limitation in MAS, we're currently unable to do lookups with in MAS to view previous documents. That doesn't necessarily mean that its not as useful though. You would take a cash management or general ledger document, print a barcode from that screen, attach to the document and scan it in. If you need to reference this document in the future, you can then use the Docuware searches to help narrow down what you're looking for.

Notify

Notify is a utility used to help with workflow. It's meant to be used in combination with Content Folder since Notify will only give you a total number of items. Once setup, it will put a little icon in the task bar and watch for a specific field for the value specified, allowing you to better utilize licenses.

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