If you have received delivery notes, invoices, payment notifications or customer orders by mail in paper form, simply scan them via your document scanner. If your third-party document is already available in a digital version, you can easily import it into your inbox. You can also move a document received by email directly from Outlook to the inbox.
In your inbox directly in SAP Business One you will first find all imported documents. Here you simply select the documents whose information you want to extract. You only need to specify the type of document (delivery note, invoice, payment notification or customer orders) and start the recognition routine.
During recognition, an SAP draft is automatically created and filled out with the corresponding values that you previously entered manually. If a previous SAP document is found, it is also automatically linked and matched. Deviating values such as quantities or prices are highlighted and can thus be checked directly.
Import your documents in five different ways
Documents such as delivery notes and invoices can enter the company in many different ways. In order to integrate cks.ADC as perfectly as possible into your processes and to extract all document information automatically, various options are available to you. And if you are missing a way here, please feel free to contact us.
Capture Different Formats
Even if all companies now use a computer-supported enterprise resource planning, the transmission of invoices & Co. is still not always done electronically. No matter how you receive external documents, with cks.ADC you can capture them automatically in SAP Business One. We will always implement future formats as well.
Recognize deviations from basic documents at a glance
cks.ADC automatically searches for matching SAP base documents during the processing. If a document is found, it is directly compared with the new document. Discrepancies, e.g. in delivery quantity or price, are then highlighted in the SAP draft and can be quickly identified and checked.
The most important key functions at a glance
|Physical and electronic formats ?||Extract information from paper documents, PDF files and electronic invoices automatically.|
|Incoming invoice recognition routine?||Capture invoices automatically.|
|Delivery note recognition routine?||Capture delivery notes automatically.|
|Payment advice recognition routine?||Capture payment advice notices automatically.|
|Customer order recognition routine?||Capture customer orders automatically.|
|Determine vendors and debtors?||Determines the relevant vendor or debtor.|
|SAP base document assignment?||Checks whether previous SAP documents exist and links them if found.|
|Communication with cost centres?||Communicates with cost centres, regardless of the G/L account assignment.|
|Transmission of individual items?||Transmission of individual items from the SAP base document to the target document.|
|Flexible and adjustable?||Flexible and can be adjusted to company-specific requirements.|
|Revision proof archiving?||Links documents with vendors or SAP business transactions and archives them in a revision-proof way.|
|Article and service documents?||Both article documents and service documents can be processed.|
|Detection of SAP article master data?||Detects and reconciles the items on the document with the SAP article master data.|
|Capture of individual items?||Capture each and every item with quantity and amount.|
|Highlighting of deviations?||Highlights deviations (in quantity, price etc.) from the SAP base document so they can be checked and resolved before posting.|
|Detection of payment terms?||Captures and processes different payment terms.|
|Transfer freights?||Transfers freights to the SAP Business One Freight module.|
|G/L accounts for service rows?||Chooses the G/L accounts automatically for service rows e.g. for handling charges or customs.|
|Recalculation of the unit price?||Recalculates the unit price when there are surcharges or discounts for items.|
|Outlook Add-in?||Process external documents directly from your Outlook inbox.|
|Individual developments?||Adapt cks.ADC to your individual requirements.|
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Discuss your options with an SAP partner
Would you like to know more about cks.ADC or clarify your individual requirements in advance? Simply contact your SAP consultant or choose a partner from our list:
Get to know more functions of the cks.ADC live
In our online presentation, we will be happy to show you many more possibilities that are available to you with cks.ADC. Simply arrange an appointment online.