Eclipse AP Automation Readiness Assessment

This guide provides an assessment framework for Epicor Eclipse distributors to evaluate their readiness for Accounts Payable (AP) automation. It identifies key areas where automation can enhance efficiency without compromising existing AP controls. The assessment covers various aspects, including invoice volume and complexity, current processing methods, approvals and visibility, environment readiness, and AP capacity and risk. Each section outlines specific indicators, such as the volume of invoices processed manually, the complexity of vendor invoice formats, and the current approval processes. The guide also offers interpretations of the results, suggesting that if multiple areas indicate readiness, the organization is a strong candidate for automation. Conversely, fewer indicators may suggest a targeted use case, while no indicators would require a reassessment of the organization's goals regarding speed, visibility, auditability, or scalability. The document emphasizes that AP automation should complement the Epicor Eclipse system.