Oil & Gas Equipment / Industrial Tools Manufacturer

The challenge

The company manufactures precision downhole drilling tools for the oil and gas industry and invoices large energy sector buyers through OpenInvoice, a buyer-mandated e-invoicing and payment platform used across the energy sector. Invoices generated in Cetec ERP had to be manually recreated or uploaded into OpenInvoice, duplicating finance team effort and introducing the risk of submission errors that could delay payment from major upstream buyers. A direct integration between their ERP and the e-invoicing platform was essential for operational efficiency.

What we built

• Integrated Cetec ERP with OpenInvoice to automatically submit invoices generated in Cetec to the OpenInvoice platform upon approval in the ERP
• Mapped Cetec invoice fields to OpenInvoice's required data schema including PO reference numbers, line item details, and tax classifications required by energy sector buyers
• Configured buyer-specific routing rules within the integration to direct invoices to the correct OpenInvoice buyer accounts and approval workflows
• Built invoice status synchronization from OpenInvoice back into Cetec so finance staff can see buyer approval and payment status without leaving the ERP
• Implemented error handling for rejected invoices with automated alerts to the finance team for rapid correction and resubmission

The outcome

• Eliminated manual invoice re-entry into OpenInvoice, removing duplicated effort from the accounts receivable process
• Reduced invoice submission errors by automating field mapping from Cetec to OpenInvoice's buyer-required format
• Accelerated invoice receipt and buyer approval timelines by automating submission immediately upon invoice approval in Cetec
• Improved visibility into invoice payment status for the finance team through ERP-integrated status updates from OpenInvoice