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Automated Document Distribution for Sage X3
Batch email, fax, print, delver, and archive: Invoices, Statements, Quotes, Orders, PO's, EFT Remittances, and Direct Deposit Notices
Liaison Messenger EDD seamlessly integrates into your Sage ERP X3 and Enterprise Management (SEM) ERP/accounting system.
Automate your Sage system's existing & custom Crystal Reports and use Liaison Messenger to schedule, run, merge, combine forms, reports, and external files.
Liaison Messenger EDD is so simple to use. You just print your forms and reports from Sage X3 like you always do. The only change to your existing printing process is to select our Liaison Messenger EDD driver.
The entire output is captured and instantly processed by the Liaison
Messenger EDD Server.
Liaison Messenger EDD delivers or prints the forms exactly as you wanted including any needed attachments that may be needed.
Liaison Messenger allows every customer, vendor, employee, or other recipient to receive their documents the way you or they, wanted.
Some may want their forms emailed in a password protected PDF. Others via fax.
Some recipients required 2-Factor Authentication for the ultimate security; while, others may want you to encode their documents with a QR Code for automated processing at their site.
Maybe your customer wants all of their invoices grouped together in one email. Other customers may want one invoice per email.
The more customers and vendors the more rules, requirements, and exceptions.
Liaison Messenger EDD is the one solution that handles all your electronic delivery needs.
If you can print it, you can EDD it...
Powerful and scalable; Liaison Messenger EDD runs on every Microsoft Windows Desktop or Server edition, Local or Remote in the cloud, and it can be run as an easily accessible server console application or as a Windows Service.
Workflow Automation Features: Faxing, Emailing,File Attachments, and Print Routing from Sage ERP X3 & Sage Enterprise Management (EM)
In one word; Flexible. Let's say you process multiple invoices for the same customer. Liaison Messenger EDD can combine them into a single PDF and email it, or combine the invoices into a single email but attached as individual invoices, or simply send one invoice per email. You set the rules and Liaison Messenger delivers.
Messenger EDD can batch fax invoices, purchase orders, quotes, international custom's documents or any other form grouped by the customer or vendor's fax number for single-dialing Fax Transmittal.
Attachments - Include supporting documents
One of the strongest features you will only find in Liaison Messenger EDD are rules-driven file attachments.
Liaison Messenger EDD also allows you to create different file attachments based upon the changing data in within your documents. Establish rules using wildcards, item keys, and document numbers to include files like; MSDS with invoices or packing slips. Maybe credit applications with new customer letters. Perhaps QA results with shop floor travelers, Liaison Messenger EDD can deliver… you just determine the criteria.
Auto-attach past-due invoices to emailed AR Statements
Let's use the Sage Enterprise Management (EM) (X3) Customer Statements as an example. Liaison Messenger EDD can automatically attach every outstanding invoice that appears on the AR statement. And it’s simple. Generate and Print your AR Statements as you always have, but direct the output to the Liaison Messenger EDD printer driver. Liaison Messenger EDD Server does the rest.
Create rules to automatically include standard supporting documents, excel files, installation instructions, credit applications etc. Include product newsletters with invoices, Terms and Conditions with purchase orders or updated price lists every quarter.
Archiving of documents
Automatically archive documents run though Messenger EDD. These archived documents can be manually retrieved at a later date or used for attaching to other documents through the document assembly option.
Use data captured from the report to name PDFs archived.
Liaison Messenger EDD can simultaneously print to multiple printers, send documents via email, fax, or FTP. Either individually or batched run. You can set a rules-based routing policies for every type of document, for each recipient (external or internal) and, to any location. Including Cloud-Based Storage.
Call or email us today for a quick test-drive of Liaison Messenger EDD
800.811.4618 or 714.543.9877