Issue/Symptom/Question

What areas of Penta use/integrate with OnBase?

Applies To

Penta for Windows

OnBase

Resolution/Fix/Answer

Security:

• Penta Users can be linked to OnBase users

  • Security Groups in Penta will be managed independently from Security Groups in OnBase

  • Notes:

    • Document Type Security is maintained in OnBase Only

    • Penta menu items/window access, report access, and OU (Organizational Unit) security is in Penta Only

Penta Created Documents

• Documents are created in Penta and stored in the OnBase repository using two methods:

  • Manual Created Document (File > Reports) Examples:

    • Purchase Orders/PO Change Orders

    • Subcontracts/Sub Change Orders

    • Change Orders

    • Work Order Tickets

  • System and Process Generated Documents

    • Accounts Payable Checks/Direct Deposits (Based on system Option)

    • Payroll Checks/Direct Deposits (Employee Portal Customers only)

    • W2s (Employee Portal Customers Only)

    • Work Order Inspection Reports

    • Work Order Summary of Work Document

    • Work Order/Maintenance Contract Invoices/Support Schedules

Other Documents  

• Documents are created externally, imported within the source window (Employee Payroll Information, Job Information, etc), and stored in OnBase. Documents are available via the paperclip or within OnBase client. 

Workflow Integration:

• Customers using standard or custom-built workflows in OnBase may have integration enabled to pass documents and information between the two systems

  • Example:

    • Penta AP (Accounts Payable) Routing Solution

      • Information is queried from the Penta database and made available within OnBase for ease of routing invoices for approval

      • Once invoices are approved in the OnBase workflow, the AP Invoice record is interfaced to Penta, the AP Invoice Document is linked via the paperclip icon in various Penta windows

        • Invoice & Credit Memo Entry

        • Project Review & Forecast Entry

        • AP Query windows

      • RQ AP Routing Solution (same as above)