streamserve business solutions for lawson m3 jean paul schriek product manager
TRANSCRIPT
StreamServe Business solutions for Lawson M3Jean Paul Schriek Product Manager
Enterprise Document Presentment
StreamServe Core
Process Flow
Connect Collect Deliver
• ERP• CRM• SCM• WMS• HR• Bank• Insurance• Travel• …
Input Channels• TCP/IP• Directory• HTTP(S)• Email
–POP3–IMAP
• SMS• MQ• ADO• Java• COM• Exchange• Websphere MQ• MSMQ• Internal
Compose
XML• SOAP• BizTalk• cXML• …
Text• Fix-pos.• Char-sep.
Page-based• Logo• Barcode/OMR• Charts• Graphics• Labels• Calculations
Output Channels• Spool• File• Email
–SMTP–MAPI
• TCP/IP• HTTP(S)• FTP• Command• Exchange• Lotus Notes• Java• COM• Archive• Fax
STRSSTRS
Fax
Web
Post
Mobile
Archive
Web
Mobile
STRSSTRS
Present
Sort
Consolidate
SheetLayout
AA
BB
XML• SOAP• BizTalk• cXML• …
Text• Page• Record• Field
Pre-formatted• PDF• AFP• Word• Excel• PowerPoint
ERP CRM SCM
Drivers• PDF• AFP• PCL• PS• GIF• TIFF• JPG• BMP• PNG• RTF• Text
Add from databases
ERP/CRM/SCM
Archive
BSP
StreamServe Business solutions for Lawson M3
EU-Invoicing
Proof of commercial transaction Fiscal/legal evidence - auditable VAT compliance Archiving obligation Customer touch point
What is an invoice, anyway?
Manual paper process
CreateBill
SendBill
PackBill
PrintBill
Archive
Sender/Biller
Costs: € 1,- to € 4,-
Automated process
CreateBill
SendBill
Archive
Sender/Biller
Costs: € 0,20 to € 1,-
Invoicing processes compared
Receive Distribute Approve ArchiveEnter
Manual paper process
Manual Automated
Receive Distribute Approve ArchiveEnter
Recipient
Recipient
(Semi) automated process
Efficiency gains from 40 to 75 %!
Application integrationSuppliers Customers
Subsidiaries & local systems
Shared services centers
Logistics partners
Sales partners
Outsourcingpartners
EDI partners &exchanges
Changing corporate ecosystem
Key question: how to reconcile B2B consolidation with fragmented national laws?
Situation
E-invoice formats
EDI (or XML)Point-to-point security
Digitally signed formatsDigital signature secures document (authentic, integer and controllable) and provides tax compliance. 3 variations: Standard signature Advanced Electronic Signature (AES) Qualified Electronic Signature (QES)
‘Specials’Special permission must be obtained for tax compliance
E-invoicing with signatures
Electronic invoicing is not new – EDI first approved method
EU-Directive 2004* opened new possibilities
Legal requirements per country can differ
Security level for Digital Signature
* = COUNCIL DIRECTIVE 2001/115/EC of 20 December 2001 amending Directive 7/388/EEC with a view to simplifying, modernizing and harmonizing the conditions laid down for invoicingin respect of value added tax
Challenging Implementation
Differing rules: e-Signature legislation e-Invoicing legislation Industry standards & practices frameworks
Some tax authorities have pre-approved Certification Authorities One-size-fits-all Pan-EU signature solution not recommended To reap benefits of e-signatures: localize
Service to customers and suppliers: easy approvals & audits
The risks of non-compliance• Loss of buyer’s right to reclaim input VAT
• Can be retroactively applied for non-compliant invoices in archival period• In some countries: fines
One process for all outgoing invoices Significant cost savings Flexibility Recipient-chosen format Easy integration into existing environment Supports multiple formats
(PDF/ebXML/OIOXML etc) Guaranteed EU compliance
StreamServe EU-Invoicing™
StreamServe E(U)-Invoicing™
File Splitting information
CA / Signature Switch
Collector/Archive
XML
StreamServe
Hub
Portal
Dispatcher/CRM/Other
Archiving/Callcenter
StreamServe EU-Invoicing™
Implementation Process
Project team – IT, Finance, Business
Compliance Assessment
Compliance Implementation
Depending on project scope implementation can be
on average between 2 and 6 weeks.
Customer Cases
Uses EU-invoicing for invoicing their Franchise holders. Invoices are signed (tax prerequisite) and placed on portal
Uses EU-invoicing next to their EDI process. Invoices are signed and send by email
Uses EU-Invoicing for sending invoices to 18 European countries and South Africa
Uses EU-invoicing to send invoices in OIO format, which is required in Denmark
Uses StreamServe for XML invoicing (around 70% of all invoices), and has added EU-invoicing to cover the rest
Uses EU-invoicing for internal invoicing processes in Europe
StreamServe SolutionsStreamServe MS Excel Reports for M3
Platform Independent Produce MS Excel documents on platform independent document
presentment application Personalization
StreamServe offers a unique way of self service – recipients of MS Excel documents can view documents from multiple perspectives and select preferred distribution channel
Optimize StreamServe investment Use StreamServe for financial/analytical/statistical requirements instead of
investing in an OLAP/EIS system Simultaneous multi-channel delivery
StreamServe has the unique capability to deliver a document package simultaneously to multiple destinations such as portal, eMail, Fax, Print and mobile devices in the same run.
StreamServe M3 to Excel What is it?
M3 to Excel
StreamServe Intentia Microsoft Connectivity Solution Overview
Email with
attached PDF
Portal Summary
Web Publish
StreamServe MS Excel XML files
Distribution viaStreamServe
M3 input files
XMLOUT
Load sample XML template
StreamServe M3 to Excel Solution Process
Configuration
StreamIN
Define event Associate fields to XML structure, fine tune formatting
Create sample XML template
Corporate
StreamServe M3 to Excel Solution Process
Sales PerformanceReport
Profit Centers Regional Office
Profit Centers
Regional Office
Production
Distribution Information
StreamServe M3 to Excel Solution Result
Formulas applied to delivered data
Visual analysis (charts/graphs) based on calculated data
Formatting
StreamServe M3 to Excel Solution Deliverables
XML preconfiguration Required StreamServe Modules Pre-defined M3/StreamServe messages
Purchase Order Print AR Payment Forecast/Age Distribution Print Cash Flow Plan Print General Ledger Report Generator
Thank you for you attention
Jean Paul Schriek
Product [email protected]
None of the content of this presentation may be used without explicit written approval of StreamServe Inc. StreamServe®, the StreamServe logo, StreamServe EDP, and "How Does Your Company Present Itself?" are all trademarks of StreamServe Inc. Some software products marketed by StreamServe Inc. and its distributors contain proprietary software components of other software vendors. Other marks are trademarks or registered trademarks of their respective holders. ©StreamServe Inc. 2007