SAP Business One
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Industry Solutions

POS
E-commerce Integration
MobileOne
SAP Mobile Apps
Expense Management
Digital Archiving
Inventory Management
Advanced Manufacturing

Digitally archive your documents, emails and files
within SAP Business One

Keep all fiscally relevant documents and e-mails in electronic form and in compliance with VOI standards. Your SAP outbound documents are also archived automatically and are unchangeable. And you can find each document in a matter of seconds using the full text search or the linked SAP documents.
SAP Business One Jordan
  • Electronic – saves you space
  • GOBD compliant
  • Automated archiving
  • Email archiving
  • Fully integrated with SAP transactions
  • Archiving for non-posted documents e.g. during approval process
  • 100% cloud compatible
  • Find documents using terms in the full text search
  • Archiving for batch or serial numbers

Archive e-mails from within Outlook

Archive correspondence with your business partners and customers from within Outlook and link archived e-mails with the SAP master data for the vendor or debtor. Or link it directly with the SAP business transaction. You can therefore see all relevant e-mails and the attachments that are archived alongside them.
SAP Business One Jordan

Audit-compliant archiving of outbound documents

Create quotations, delivery notes and invoices as usual in SAP Business One. When you send a document to a printer or e-mail address, it will be archived automatically with the business transaction. New revisions are created with each change, e.g. when you alter a quotation or add a note to an invoice.
SAP Business One Jordan

Archiving revisions for draft documents

Documents that are needed during the specific workflow of your business before posting can be accessed by employees from their personal inboxes. For example, a scanned invoice can be linked with the SAP document and sent for approval. Without anyone needing to see the original paper document, it can then be viewed and approved for posting or a note can be added to it. In this scenario, a new revision will also be archived automatically.
SAP Business One Jordan
Archive document

Add a digital version of a document to the draft SAP document.

SAP Business One Jordan
Forward document

Send a document to a colleague’s inbox in accordance with the workflow of your business.

SAP Business One Jordan
Check document

Open the draft document and display the document attached to it.

SAP Business One Jordan
Release document

Release the document for posting or send it back for corrections. A revision is archived automatically.

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