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DOCUMENT AUTOMATION

Automating the creation and distribution of reports, statements and other documentation can be achieved within minutes by utilising TaskCentre for SAP Business One’s document automation capability. TaskCentre for SAP Business One provides organisations with the ability to automate the production and delivery of documents in the following formats: Email, Fax, Print, PDF, Microsoft Excel, HTML, XML, CSV, Microsoft Word, TAB separated, RTF and Crystal Report.


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Create Monthly Service Contract Invoices
Click here... for a more indepth view of this task, created using TaskCentre for SAP Business One. Understand how it was created and see the 'Business Benefits' gained.


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Sending Customer Statements via Email
Click here... for a more indepth view of this task, created using TaskCentre for SAP Business One. Understand how it was created and see the 'Business Benefits' gained.


Finance
• Monthly statement distribution
• Credit control letters

Customer Services
• Welcome pack and SLAs
• Monthly support calls report

Manufacturing
• Production schedule approval
• Product returns agreement

Human Resources
• Job specification circulation
• T&Cs of employment

Logistics and Operations
• Job ready for collection
• Job status report

Sales and Marketing
• New product introductions
• End-of-line specials

Example Channels: - Email, Fx, Print, PDF, MS Excel, HTML, XML, CSV, MS Word, TAB Separated, RTF and Crystal Reports

 

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