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Module Implementation and Setup
Learn about the tasks you must carry out to implement and set up the eDocs module.
Define and Analyse Current Business Requirements
Complete this step before setting up data in the eDocs module.
Review your current business processes around document processing. Analyse your requirements and what you want your document and process flows to be. That will help you determine how to set up Greentree Desktop to support your business needs. The review should include an analysis of how paper travels, who approves documents and what data they need to do this efficiently.
Your Greentree consultant can help you prepare your business requirements definition, and help you to understand how Greentree Desktop satisfies your process requirements.
Determine Data Conversion Method
eDocs sits on top of your existing Greentree Desktop data. You'll need to do some manual setup within Greentree Desktop.
Review and Define System Setup Parameters
This task involves reviewing the system setup options, and determining which codes/parameters must be set up to support your business processes. You should complete the tasks in this order:
(a) Pre-requisites to defining eDoc Module Control Parameters
These items must be setup before you can assign defaults to the eDoc Module Control form.
- Determine if eDoc documents are stored or emailed to.
- Define what statuses documents will flow through.
- Define what eDoc types you will use.
- Define supplier types to used.
- Define any additional requisition types to use.
- Define expense item trees and mappings.
(b) Define eDoc Module Control Parameters
When you have set up codes, as outlined in above, you can define the eDoc Module Control defaults and parameters.