easy M-Files interface

Overview:

The purpose of the module is to ensure the cooperation between the two systems automatically and continuously according to the rulesets. With appropriate settings, the module performs its task in the background and does not require user intervention (the exception is the management of the control panel and fact box controls).

With the help of the integration, you have the opportunity to perform the following business tasks:

For automatic master data synchronization between the two systems

e.g. in case of a change in the data of a vendor, automatic transfer of the changes to the vendor data files of the other system.

To approve - defined - documents managed on the BC side with the support of the M-Files workflow

e.g. approval of purchase invoices also stored in BC in the M-Files system, while payment of the not yet approved purchase invoice is pending in the BC system.

To store the documents recorded in BC in the M-Files system

e.g. automatic storage of the printed (PDF) form of posted sales invoices in M-Files marked with the appropriate data (customer, periods, project, salesperson...).

For viewing documents recorded in BC in the M-Files system

e.g. viewing the original copy of an approved purchase invoice during accounting

To create and view documents related to BC master data in the M-Files system

e.g. listing M-Files vendor documents (invoices, contracts, business documents, images...) from BC without having to switch to the M-Files program.

A significant part of the data communication between the two systems takes place in the background, invisible to users, but there are program functions that are also available to users:

BC document management data panel, which enables:

Viewing document(s) from M-Files directly within BC
Saving the documents created in BC (and linking it to the BC document) in M-Files

BC master data data panel, which allows you to:

Save a file using the drag-drop method for the selected master data

(e.g. attach another contract to a customer; attach documentation to a product)

Creating a document in M-Files based on a pre-made M-Files sample template

(e.g. automatic completion of a non-disclosure agreement with the data of the selected customer and "production" of the agreement based on a sample)

List and view the M-Files documents belonging to the selected master data

Supported editions

easy M-Files can be used with either the Essentials or Premium version of Microsoft Dynamics 365 Business Central.

Supported Countries: Hungary

Supported Languages: Hungarian (Hungary)

easy M-Files

by rEVOLUTION Software Kft.