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Automations for SAP Business One
Automate manual, repetitive tasks in SAP Business One to unlock new levels of productivity. Only from Vision33.
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ABOUT AUTOMATIONS FOR SAP BUSINESS ONE
Automated Workflows That Transform Your Workforce’s Productivity
SAP Business One is a powerful solution for growing businesses. But like any software, there are functional gaps.
With Automations for SAP Business One, you can overcome these gaps and transform manual tasks into automated workflows that simplify business operations, prevent costly mistakes, and save precious time. Powered by Saltbox and available only from Vision33.
KEY FEATURES
Automations for SAP Business One
Automations
and Production
Custom
Automations
Our certified consultants will dive deep into your business, getting to know your technology stack and processes to develop a groundbreaking, bespoke solution to transform your business.
- Build custom workflows that automate manual tasks in SAP Business One
- Connect any application or data set to any third-party application that has standards-compliant REST APIs
- Connect legacy and proprietary solutions via traditional integration methods or the Saltbox API Gateway
Inventory
and Production
Automate subassembly work order creation.
Stop creating subassembly work orders manually.
SAP Automation scans production orders for subassembly components and creates a subassembly work order for each component.
Change work order status automatically.
Keep production cycles moving.
SAP Automation finds work orders with a “planned” status and changes them to “released” so they can progress through the production life cycle.
Calculate min max inventory levels.
Never run out of inventory.
SAP Automation queries the sales quantity history (AR invoices – AR credit notes) of each item over its lead time to ensure proper inventory remains available. An item master UDF defines the min max percentage for each item, and min max inventory levels can be calculated at the item or warehouse levels.
Finance
Pre-Built Automations for Inventory and Production
Defer revenue and raise recurring invoices.
Close the books faster.
SAP Automation automatically accrues revenue and raises recurring invoices on a defined schedule.
Create an invoice for open delivery notes.
Improve cash flow.
SAP Automation scans for new delivery notes. If found, it will raise an invoice for each.
Automate invoicing for vendor consignment inventory.
Improve cash flow.
SAP Automation scans for newly created goods issue and good issue for production. If found, it creates a new AP invoice for the items that were removed from warehouse inventory.
Automate liability accruals for non-inventory and service GRPOs.
Adhere to accounting guidelines.
SAP Automation scans for open service type and non-inventory goods receipt purchase orders (GRPOs). If found, it creates a reversing journal entry that posts an accrual for the open value of the GRPO.
Sales
Create pick notes for open orders.
Never miss an order.
SAP Automation searches for open orders that haven’t been sent to pick and checks inventory levels. If inventory is available, it creates a pick note so the order can be fulfilled.
Create a purchase or production order when inventory is unavailable.
Reduce administrative time.
SAP Automation scans to determine if there's enough inventory to fulfill new sales orders. If an order can't be fulfilled, one of these will happen: (1) for items flagged as “buy,” a purchase order will be raised to the item’s preferred vendor, or (2) for items flagged as “make,” a production order will be created.
Create follow-up reminders for sales quotes.
Close more deals.
SAP Automation scans on a client-defined schedule for new customer quotes and creates follow-up reminder activities for the account owner.
Service
Terminate service contracts when they reach their end date.
Save time by eliminating manual service contract clean-up efforts.
SAP Automation scans for active service contracts with lapsed end dates and changes their status from active to expired, eliminating manual data cleansing efforts and preventing service calls from being booked to lapsed contracts.
Invoice open delivery notes when service calls close.
Improve cash flow.
When a service call is closed, SAP Automation searches for open delivery notes related to that service call. If found, it generates an AR invoice for the open deliveries and links the invoice to the service call. It also links all open deliveries to the invoice.
TRUSTED, EXPERIENCED, GLOBAL
Rely on Vision33
INCREASE FINANCIAL STABILITY
Improve Cash Flow
Stable cash flow is vital to business growth and profitability. Rely on Automations for SAP Business One to eliminate the manual work and unlock new growth opportunities.
- Issue timely invoices
- Avoid billing and payment delays
- Close the books faster
MINIMIZE RISK
Eliminate Costly Mistakes and Oversight
Manual processes and human oversight can slow you down and lead to costly errors. Automations for SAP Business One helps you avoid this.
- Stop selling to high-risk customers
- Avoid booking service calls on lapsed service contracts
- Prevent orders from falling through the cracks
DRIVE GROWTH
Optimize Process Efficiency
Make efficiency your competitive advantage. Rely on automations to extend the value of SAP Business One and get more done, faster.
- Add functionality to SAP Business One
- Use pre-built workflows and automations or customize your own to address any scenario
- Avoid intrusive client-side pop-ups that slow system performance
FREE UP TIME
Reduce Administrative Work
Manual processes bog down critical resources and prevent you from spending time on strategic initiatives that move the business forward. Automations for SAP Business One changes that.
- Automate the creation of purchase and production orders
- Eliminate manual journal entries, account reviews, and inventory counts
- Automatically send an invoice upon completion of a service call
EBOOK
Streamline Inefficient Processes with Automations for SAP Business One
Explore how you can streamline business operations, prevent costly mistakes, and save precious time with Automations for SAP Business One.
LEARN MORE
Frequently Asked Questions
What is Automations for SAP Business One?
Will Automations for SAP Business One affect the performance of my SAP Business One solution?
Can I customize my automations?
How does Automations for SAP Business One work?
What add-ons does Vision33 offer for SAP Business One?
Does Vision33 provide ongoing support?
Which industries does Vision33 have experience with?
Ready to Transform Your Business?
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