Achieve Document Delivery allows SAP Business One users to distribute key documents to customers and vendors via email, fax, edi or print based on preset instructions for each contact and document type.
With Achieve Document Delivery, your company can save substantial amounts of time and money, while increasing customer service levels by promptly delivering these business documents. With Achieve Document Delivery, documents can be distributed in one large batch or individually on-demand.
Achieve Document Delivery Features
- Email Subject & Body Templates – Insert SAP Business One Fields into Each
Document Templates to Provide Personalized Email to Customers and Vendors - Email Options – SMTP, Outlook, SAP
- Faxing Options – eFax, Visi-Fax, SAP
- EDI Options – Achieve EDI
- On-Demand Document Delivery on All Supported Forms
- System Wide Default Forms Per Document Type
- Customer Specific Default Forms Per Document Type
- Sales A/R Documents Supported
- Quote
- Sales Order
- Confirmation
- Sales Delivery
- Sales Returns
- Sales Invoice
- Sales Credit Memo
- Sales Statements
- Sales Dunning Letters
- Sales Outbound EDI (Requires Achieve EDI)
- Purchasing A/P Documents Supported
- Purchase Order
- Purchase Receipt
- Purchase Return
- Purchase Invoice
- Purchase Credit Memo
- Purchase Outbound EDI (Requires Achieve EDI)
- Contact – Document Specific Delivery Options
- Multiple Contacts per Document Delivery
- Multiple Delivery Methods Per Document (Print, Fax, Email and/or EDI)
- Search & Filter Documents by
- Customer
- Warehouse
- Document Status (Unprinted, Open, Closed)
- Posting and Document Dates
- Fax or Email Only
- Select Any Contact from Business Partner to Distribute Documents
- Manually Enter Email Address or Fax to Distribute Documents
