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- All documents and indexing files are stored on the I-Series.
- Imaging Client program supports automatic document feed scanning and
barcode recognition for naming and pagination of documents.
- Program also allows printing of barcode labels.
- Single or multiple routing of documents for approval is supported.
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- Document searches, approvals and rejections are all web-based and run
from the built-in apache web server on the I-series.
- Custom file update options can be added by KDPC during final document
approval.
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- Vendor invoices are to be entered into an I-series accounts payable
application.
- Before data entry begins, the imaging client program is used to print a
batch of barcode labels to be affixed to the first page of each original
vendor invoice...
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- The remaining invoices are processed this way.
- Problem invoices that need approval can be placed on hold in the A/P
application.
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- Vendor Invoices are loaded in the scanner and the Bar Code Scan button
is pressed in the imaging client program...
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- The image type for the bar code scan is selected.
- Only bar codes starting with the PREFIX will be recognized. This way,
you don’t have to worry about other bar codes that may already be on the
document.
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- Images in the scanner are processed and paginated into individual files.
In this case adobe .pdf files are created.
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- These documents are now available to the web-based search facility.
- The following illustrates a web login, and a search for these documents
based on the entry “kelley”. The search will return results for ANY
matching entry over 3 characters long.
- You can search on invoice number, amount, vendor number, etc…
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- The document may be viewed by clicking on the “Show Document” button. It
will appear in a new browser window…
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- If these were “problem” invoices, the image client program could be used
to notify other users that approval is required.
- Begin by highlighting the problem invoices…
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- Now the Send Selections for Approval menu option is chosen.
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- Notes that you would like applied to these routings can be entered now.
- Choose a routing group (these were already set up) and press send…
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- Your e-mail client program is launched and a pre-formatted message is
already typed for you. All you have to do is press “send”, and the user
will be notified.
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- After the e-mail is received, the user clicks one of the pre-formatted
links and logs on to the web as before, then clicks “User Inbox”
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- From here, documents can be approved or rejected. The notes can also be
changed.
- An E-mail is automatically sent to the next user in the routing group if
document(s) were approved.
- Rejections go straight back to the system administrator(s) inbox.
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- When an administrator logs in, an additional “Admin Functions” section
is available…
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- From here approved documents can be finalized via a manual process, or
by a custom KDPC program to perform file updates in the application
system.
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- Only the routing for a rejected document is removed. The document
remains in the system, and can still be accessed from the image client
program, or the web search facility.
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- IBM I-Series or I5 server at release 5.2 or higher.
- Sufficient disk storage for the expected images.
- A connection to the internet.
- At least 1 network connected PC running windows XP professional.
- We strongly recommend Fujitsu FI-5120c scanners be used ($800-$1000
each)
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- The I5DOC system is $6995
- Not tier priced
- Additional imaging-client seats are available at $400 each.
- Installation, configuration, and custom programming are available at
additional charges.
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