Tecam PCV
Process Automation
for Wholesale Operations
For Tecam PCV, we added approvals, card payment matching, signed document processing and dashboards for sales, inventory and finance to the existing system.
- TechOne role
- Analysis and development
- Scope
- EDI analysis and automation
- Environment
- K2 ERP
Context
Sales, Finance and Inventory
Tecam PCV manages the sales, financial and warehouse processes of its branches in a single ERP environment.
Purchasing, sales, payments, approvals and inventory data are closely connected. Every change therefore had to respect existing documents, user roles and reporting data.
EDI Analysis
Choosing the Direction for Document Exchange
We mapped purchasing, goods receipt and invoicing across the branch network, document volumes among key suppliers and the existing import scripts.
We reviewed EDI message types, their mapping to business documents and K2 standard mechanisms, and tested supplier communication scenarios. The analysis supported the decision to use wflow for further document processing.
Finance and Documents
Card Payment Matching and Signed Documents
We converted card transaction data from XML statements into a structure suitable for matching and added the related storage of internal documents.
For electronically signed dispatch notes and delivery notes, we ensured consistent PDF naming and automatic attachment to the corresponding documents.
Workflows and Reporting
Approvals and Operational Dashboards
We adjusted workflows for leave requests, credit limit increases, payment term changes and overhead invoice approvals, including assigning approvers by location.
For sales, inventory and finance, we prepared dashboards for revenue, stock levels and overdue invoice balances, including the necessary OLAP model changes.
