Project Type: System Integrations
Client: OFS International LLC
Industry: Oil and Gass
Business Challenge
Our client is using the GoFormz solution as a flexible and easy-to-use tool to digitalize documents including accounting management and resource-planning documents generated and supported by Acumatica ERP, which is the main management and accounting system in this company. Client approached Sprinterra with the idea to integrate Acumatica and GoFormz for the easier and smoother workflow.
GoFormz is a cloud solution helping to transfer paper documents into digital while preserving original format. User can scan the document and specify all fields required for data entry, then save it to the cloud drive. Digital copy of document can be used by the employees to create new copies within the proposed templates. GoFormz solution is supported by mobile devices as well.
Solution
Sprinterra created the documents exchange channel between Acumatica ERP and GoFormz server using API. It allows data transfer from Acumatica ERP screens directly into the documents, fill-out required fields and save generated docs in PDF format in the ERP file system. Users can have an option to fill-out the form on a GoFormz site and newly-created document will be attached to the original Acumatica ERP document.
Benefits
- Сustomer has now in the possession a flexible tool to manage digital documents in the format standard for this company
- Added option of quick and easy fill-out of the required data
- Stable, reliable data access
- Acumatica ERP settings are tuned-up in the way to allow to add data into the fields in the GoFormz documents directly from the Acumatica ERP screens and supplement them with other data fields entering on the form
Technologies
- Microsoft .NET
- C#
- Acumatica Cloud xRP Platform
- GoFormz API