Examples of Use

Since IMan can be applied to integrate and/or extract data from applications, its range of use is broad.

Billing System Integration

To extract invoice data from an external billing system and insert the data into an internal accounting system. IMan can also be configured to update customer records within the accounting system in accordance with relevant external data received.

It is worth noting that this can be accomplished in reverse, that is, data may extracted from an external accounting system into an internal billing system. Which direction the data flows is dependent on where the master data is primarily maintained.

CRM

For CRM integration. Prospect/current customer accounts, in addition to sales data (such as quotes or orders), can be transferred from the CRM to the accounting system.

This data flow can be reversed, so master data (e.g. stock items, product groups and transactional data) can be configured to update the CRM with customer’s accounting and historical activity imported from the accounting or ERP system.

Data Uploads and Master Data Maintenance

IMan’s data transformation ability and Excel functionality make it easy to perform data maintenance and transactional entry quickly and easily within Excel before uploading to an Accounting, CRM or ERP solution.

eCommerce

A typical web commerce integration would entail:

  • Import of orders from the eCommerce platform into the Accounting or ERP solution. The Accounting/ERP system data may be transformed and business specific rules applied based on the customer's requirements and prior to export from IMan.
  • Orders imported from the eCommerce platform may also be configured to create a range of additional or supplementary transactions such as: order prepayment; create or update new customer accounts; generate purchase requests or orders.
  • Upload customer and individual item master data from the Accounting/ERP system to the eCommerce system.
  • On completion of the sales cycle, payment and shipping data may be uploaded to the web commerce, enabling customers to trace their orders.
  • See http://www.realisable.co.uk/realisable-iman/integration-solutions/ecommerce for more information.

Distribution, Warehousing and Shipping Integration

These logistical integrations have incorporated:

  • Downloading items, sales and purchase orders from the ERP
  • Creating despatches, shipments, and receipts from WMS/3PL confirmations.
  • Upload of stock adjustments and cycle counts.
  • Implementing logic for handling back-orders for both sales and purchase orders.
  • Triggering shipment/despatch documents in ERP, as well as shipping and handling charges from rating operations.
  • Custom logic added to a project, such as special treatment of marketing materials on sales orders or purchasing, movement & adjustment operations for packaging & consumables.

Manufacturing System Integration

Required to integrate manufacturing systems either at the stock/inventory level or at a financials level where invoices or journals are loaded into the accounting or ERP solution.

Process & Transaction Automation and Alerting

IMan’s high flexibility and API integration with a number of Sage products means you can automate complex transactional processing either within a single company or across multiple companies.

The screenshot above is an example of an automation of a complex inter-company transaction processed with Sage300 shown within IMan's graphical interface. In this integration, IMan is also being used as an alerting tool through the email task - another useful asset for keeping relevant end-users informed of the integration's results.

Purchase & Requisition System Integration

To integrate transactions from point of sale to the accounts system, or, in the other direction, to upload supplier and account master data to the purchasing system. This can be done by collaboration with a variety of POS systems integrating with Nominal (G/L), Sales & Inventory modules of an Accounting/ERP solution.

IMan can also be used to pass purchase order invoice data from the purchasing system into the internal accounting system.

Banking Transaction Entry & Reconciliation

Import of bank entries sales ledger receipts, automating and typically streamline clumsy, lengthy & error prone manual processes.