How Medius AP Automation (Medius Connect) connects to Infor M3
Medius Connect (pre-packaged connector)
Medius calls the connector certified and cloud-based. It moves master data such as suppliers and open POs to Medius and posts approved invoices back to the ERP. This is Medius's own certification claim, so ask for the specifics for your M3 release.
Partner-built implementation
Medius states that partners build the connection per ERP, with Columbus named for M3. In practice expect a project with your M3 partner to align supplier, PO, receipt and general ledger data.
What data moves
| From | To | Data | When |
|---|---|---|---|
| Infor M3 | Medius | Suppliers, purchase orders, receipts and coding data | Scheduled synchronisation |
| Supplier | Medius | Invoice (PDF, e-invoice or EDI) | Invoice received |
| Medius | Approvers | Invoice for coding and approval | After capture and matching |
| Medius | Infor M3 | Approved invoice posting | Final approval |
| Infor M3 | Medius | Payment status | Payment run in M3 |
Setting it up
- 1Confirm scope with Medius and the partnerAgree who builds the M3 connector, who owns support, and how upgrades are handled.
- 2Clean supplier and PO dataResolve duplicate suppliers, inactive suppliers and PO lines without receipts before matching begins.
- 3Choose matching rulesDecide on two-way or three-way matching and tolerances for price and quantity.
- 4Map coding and dimensionsAlign M3 accounting dimensions, cost centres and tax codes with approver coding options.
- 5Configure approval workflowSet approvers, limits and delegation to mirror your authority matrix.
- 6Run parallel periodProcess live invoices through Medius and compare with manual postings.
- 7Train AP and approversTrain AP staff on exceptions and approvers on the coding screen.
What usually breaks
- !Invoices matched to wrong PO lines because receipts are missing or late in M3.
- !Tax code mismatch between invoice capture and M3 setup.
- !Duplicate invoice detection differing between Medius and M3.
- !Approval hierarchy out of date relative to the HR or finance structure.
- !Connector upgrades not tested against M3 updates.
- !Capture accuracy assumed high for all suppliers without sampling unusual layouts.
A private AI layer across both systems
Exception triage
A private assistant reading Medius invoices and M3 POs and receipts can explain why a match failed and suggest the next step, such as waiting for a receipt.
Coding suggestions for approval
Suggest account coding from past postings of the same supplier, shown to a person before it is applied.
Duplicate and anomaly checks
Compare invoices across both systems for repeated amounts and numbers, read-only.
Plain-language AP questions
Ask which approved invoices are not yet posted or which supplier invoices are waiting and why.
Try it here, free
AP Invoice Automation ROI Calculator
Estimate the annual savings, payback period, and three-year ROI of automating accounts payable invoice capture, matching, and posting.
When something else fits better
- M3's own invoice matching and approval features if volume is modest.
- Another AP automation product with an M3 or Infor connector, compared on partner support.
- Outsourced AP processing for sites without internal AP capacity.
Frequently asked questions
Is Medius Connect certified by Infor?
Medius describes the connector as certified. The page does not detail who certifies it or against which release, so confirm the scope of certification with Medius and your Infor contact.
Who builds the M3 integration?
Per Medius, partners build it per ERP, and Columbus is named for M3. Plan for a project with your partner rather than a plug-and-play install.
Which Infor products are covered?
Medius lists M3, LN, VISUAL, SyteLine and CloudSuite Distribution. Partner names differ by ERP, so ask which one applies to your product.
Is the connector cloud-based?
Medius describes it as cloud-based. With on-premises M3 you will need a network path and a clear view of what data leaves your environment.
Pairing documented at www.medius.com/solutions/for-your-erp/infor/ . Medius AP Automation (Medius Connect) is a product of Medius; Netray is independent and not affiliated with either vendor.