Aptean Equipment DMS x ECM Connect 365
The Aptean Equipment DMS x ECM Connect 365 app extends the Aptean ECM Connect functionality with specific DMS features and enables seamless integration between our ERP solution and various document management systems.
Main Features
1. External Financing - ECM Integration
The app fully integrates external financing into the ECM system:
- Filebox: Drag & drop upload of files 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.
2. Service Item Line Links (SIL Links)
Automatic creation of DMS links for Service Item Lines for use in mobile applications such as Aptean Equipment Mobile Service.
Setup Options
| 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 cannot be used simultaneously. For activation, a link setup for the corresponding table with link type Folder must exist.
Automatic Update: Links are automatically created/updated when:
- Creating a Service Item Line
- Changing relevant fields (defined in field link setup)
- Changing the service header (if SIL Link from Service Header is enabled)
Bulk Update: Report Update SIL Links for subsequent creation of missing links.
3. Repair Status Archiving
Automatic archiving of Service Item Worksheets when setting specific repair statuses.
Setup:
- Repair Status Setup: Enable field Archive on set status for desired statuses
- Automatic Archiving Setup: Configure and enable for TSRDEC Service Item Wrksh.
- Report Export Setup: Set up Service Item Worksheet Report with archiving and default report options
- Aptean ECM Connect Setup: Enable report export