Document Automation

Key Features

Azure Cognitive Technology (OCR) | Sicon Document Automation is written within the Sage 200 development environment using advanced image recognition technology to read and extract data, allowing documents to be automatically processed.

Bulk Processing | Email and/or Drag & Drop PDF invoices and customer Purchase Orders. Once validated these can be bulk processed providing large time savings, whilst ensuring the user maintains control. Documents requiring manual intervention can still be processed through the same area, further providing user control.

Data Ownership | By using the customers own Exchange Online account, they retain data security by not having emails sent to a third party.

Key Benefits

• Processing and validation of documents is carried out within Sage 200, meaning there is nothing else to install, no extra software to learn or use and no extra user licenses are required for Sage 200.*
• Document Bundle prices are per document and not per page, based on fair usage of 1-5 pages per document.
• Auto-processing of invoices to the Purchase Ledger and matching to Purchase Orders with little to no user interaction.
• Make use of Sicon Approvals** for approval of variances in Purchase Invoices and Orders. This provides the ability to have advanced approval processing.
• Specify at a module or supplier level if a Purchase Order would be expected to match to an invoice, if goods received notes should be confirmed before matching an invoice or if invoices can be processed with no Purchase Order, because they are a utility supplier or someone not requiring an order.
• Advanced training options for Purchase Order to Sales Order creation enables the system to read and store customer part numbers against the correct stock record, delivery codes and tax rates.
• Seamlessly works alongside Sicon Projects** to allow the training and reading of project information direct from the document.

Sicon Modules that Integrate with Document Automation

• Approvals | Invoice Approval Purchase Invoices are processed via Document Automation and sent to Sicon Approvals for approval.
• CIS | Allows for the invoice to be read and recognised whilst prompting the user to manually process to calculate the CIS deductions.
• Projects | Reading the project number on a document to be able to verify the transaction to the project.

• Documents – The Document Automation module is available at an additional cost and can be used to enable the ability for suppliers to email their invoices directly into your business. Those invoices can then processed in Sage 200 with minimum effort.

Sicon Modules with Sicon Documents Integration

• Contracts | Documents can be added against contracts and contract lines.
• Document Distribution | Document Distribution can be used to make the emailing of documents to customers or suppliers as efficient as possible, while automatically archiving them at the same time.
• Document Automation | The Document Automation module is available at an additional cost and can be used to enable the ability for suppliers to email their invoices directly into your business. Those invoices can then processed in Sage 200 with minimum effort.
• Sicon CRM | Documents can be added to Company, Person, Task, Opportunity or Tender records.
• Sicon Fixed Assets | Documents can be added against a fixed asset, either when initially adding or when amending an asset.
  Intercompany Allows users to attach documents to transactions, meaning any resulting Intercompany Transactions will also have that attached image on them.
• Barcoding & Warehousing | Enabling users to capture documentation on the handheld device to be stored and visible inside of Sage at transactional level.
  Construction  Documents can be added on both supplier and customer applications, valuations and retentions and also Construction Purchase Orders
• Projects | Documents can be added against a project once it has been initially created and viewed against a project by using the option to view the Project Enquiry and then the Sicon Documents tab.
• Service | Documents can be added against a service case; either when viewing or amending, or against equipment.
• Works Order Processing | Documents can be added or viewed when amending a works order.
• Sicon Approvals | Documents integrates with Sicon Approvals to show documents added within Sage 200 on the elements that require approval in the Sicon Approvals system.
  • Approvals – Purchase Requistions | Documents attached via the Sicon Approvals can then be viewed against the resulting transaction in Sage.
  • Approvals – Invoice Approval | Documents attached in Sage can then be viewed against the resulting transaction in Sicon Approvals.
  • Approvals – Expenses | Documents attached via the Sicon Approvals can then be viewed against the resulting transaction in Sage.
  • Approvals – Sales Orders | Documents attached via the Sicon Approvals can then be viewed against the resulting transaction in Sage.

Sicon Modules that Integrate with Sicon Document Distribution

• Contracts  | Allows you to produce tailored Renewal Notices using Document Distribution functionality.
• Documents | Document Distribution can be used to make the emailing of documents to customers or suppliers as efficient as possible, while automatically archiving them at the same time.
• Barcoding & Warehousing | Automatically emailing Despatch Note when despatching Sales Orders, with options for tailored header and T&C’s.
• Courier Integration | Allows for the automatic emailing of the tracking and consignment numbers from Courier Integration as well as a PDF copy of the despatch note.