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MetaViewer for Catalina – A new integration

catalina logoHere at Metafile, we pride ourselves in our excellent and seamless integrations with Microsoft Dynamics and other ERPs. Our paperless document management solution, MetaViewer, allows users to interact with AP documents through a convenient browser-based interface, making it easy and efficient for employees to be in-the-know about where documents are in the financial process. The application data is stored in a SQL Server database and the documents are stored on a file system. System information, user information and document content is created during an automated workflow process.

For MetaViewer to pull information that can be used in the document lifecycle, a linked server object is created on the SQL instance that houses the MetaViewer database. At the end of the AP process, the invoice data within MetaViewer is passed to the Dynamics SL system to create a voucher.

Metafile is excited to announce that it has entered into a joint partnership with Catalina Technology. The MetaViewer for Microsoft Dynamics SL solution has been standardized to integrate using the Catalina CTAPI Web Services, specifically the Finance Module which is a subset of available SL Web Services from Catalina. This is the most up-to-date and efficient integration method for passing data from MetaViewer to SL.

Web Services give MetaViewer the ability to integrate with Dynamics SL. This allows MetaViewer to export invoices to the Dynamics SL Voucher and Adjustment Screen. The new Dynamics SL voucher is created in unposted batches for review by a user.

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MetaViewer has two components to its integration for Dynamics SL; lookups and exports. The lookups are handled via linked server. The exports are handled by Web Services.

Lookups

Lookups require read access to all the Dynamics SL databases, including all companies that will be integrated. This access is required for the MetaViewer Profile Builder workstation, the MetaViewer administration workstation, MetaViewer services and MetaViewer web application. Metafile recommends this be configured using an Active Directory group (MetaViewer Power Users Group and MetaViewer Administrators Group). If there are specific concerns, other options are available.

Exports

Exports are handled by Web Services and require read, write, and execute access to the Dynamics SL company databases. In the MetaViewer deployment, only Web Services will require this access. It can be managed by active directory group, active directory user, or by a dedicated SQL user.

If your company is using Catalina, MetaViewer’s integration can provide you with increased efficiency and productivity – all from one application.

Topics: AP Automation, Cloud computing, Cloud services, Cloud solutions, Document Management