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Aptean Equipment DMS x ECM Connect 365

The Aptean Equipment DMS x ECM Connect 365 app extends the Aptean ECM Connect functionality with specific document management features and enables seamless integration between our ERP solution and various document management systems (DMS). This documentation is divided into the following sections:

External Financing – ECM Integration

The app fully integrates external financing into the ECM system:

Function Description
Filebox Upload of files via drag & drop directly on the Ext. Financing card
ECM Document Viewer Display of linked DMS documents directly on the card
Open Folder Direct access to DMS folders (keyboard shortcut: CTRL+ALT+F10)

The link setup and ECM viewer setup are created automatically during installation.

The app enables the automatic creation of DMS links for service item lines for use in mobile applications such as Aptean Equipment Mobile Service. The following setup options are available:

Field Function
Set SIL Link from Service Header Link is based on service header data (all lines of an order receive the same link)
Set SIL Link from Service Item Line Link is based on service item line data (each line receives an individual link)

Note

The two options are mutually exclusive. For activation, a link setup for the corresponding table with link type Folder must exist.

After setup, the following functions are available:

  • Automatic Update: Links are automatically created/updated when
    • creating a service item line.
    • changing relevant fields (defined in the ECM Connect Field Link Setup).
    • changing the service header (if SIL Link from Service Header is activated).
  • Bulk Update: Report Update SIL Links for subsequent creation of missing links.

The setup of the service item line links (SIL links) is complete.

Repair Status Archiving

The app enables automatic archiving of service item worksheets when setting specific repair statuses. To set up this function, proceed as follows:

  • Activate the Archive on set status field for the desired statuses on the Repair Status Setup page.
  • Activate and configure the archiving for TSRDEC Service Item Wrksh. on the ECM Connect Automatic Archiving Setup page.
  • Set up the service item worksheet report with archiving and default report options on the ECM Connect Report Export Setup page.
  • Activate the report export on the ECM Connect Setup page.

You have successfully set up repair status archiving.