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ABOUT AUTOMATIONS FOR SAP BUSINESS ONE

Automated Workflows That Transform Your Workforce’s Productivity

SAP Business One Logo SAP Business One Gold partner
 

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

Custom
Automations
Inventory
and Production
Finance
Sales
Service

Custom
Automations

Custom Automations for SAP Business One
We know integrations, business processes, and SAP Business One like the backs of our hands. 

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

Inventory and Production Automations for SAP Business One
Pre-Built Automations for 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

Finance Automations for SAP Business One

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

Sales Automations for SAP Business One
Pre-Built Automations for 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 fulfiled. 

Create a purchase or production order when inventory is unavailable. 
Reduce administrative time. 
SAP Automation scans to determine if there's enough inventory to fulfil new sales orders. If an order can't be fulfiled, 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

Service Automations for SAP Business One
Pre-Built Automations for 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
Improve Cash Flow with Automations for SAP Business One
Eliminate Costly Mistakes and Oversight with Automations for SAP Business One

MINIMISE 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

Optimise 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 customise your own to address any scenario
  • Avoid intrusive client-side pop-ups that slow system performance
Optimize Process Efficiency with Automations for SAP Business One
Reduce Administrative Work with Automations for SAP Business One

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.

Download the eBook

LEARN MORE

Frequently Asked Questions

What is Automations for SAP Business One?

Manual processes bog down critical resources and prevent you from spending time on strategic initiatives that move the business forwards. Automations for SAP Business One transforms manual tasks into automated workflows that simplify business operations, prevent costly mistakes, and save precious time. Each automation delivers specific business outcomes to ensure a strong return on your investment.

Will Automations for SAP Business One affect the performance of my SAP Business One solution?

No, Automations for SAP Business One is powered by Saltbox. That means it extends SAP Business One's functionality without compromising system performance or generating intrusive client-side pop-ups.

Can I customise my automations?

Absolutely. Although Automations for SAP Business One is designed to automate specific tasks and processes, no two companies are alike. SAP Business One queries and Saltbox workflows—the key components of these automations—are easily customised, ensuring that the solution you buy addresses your business requirements, not someone else’s.

How does Automations for SAP Business One work?

Automations for SAP Business One is powered by Vision33’s Saltbox. It uses SAP Business One queries and Saltbox workflows to add the robust automation your business needs to improve operational efficiency.

What add-ons does Vision33 offer for SAP Business One?

Vision33 also offers three other add-ons, all powered by Saltbox and available only from Vision33. First is Saltbox Experience Platform (SXP) for SAP Business One, which empowers you to easily build powerful, self-service web portals for employees and business partners. Second is Automations for SAP Business One, which enables you to automate the daily repetitive tasks that slow your business down. Finally, iDocuments, which empowers growing companies to automate labour-intensive core business processes, including purchase-to-pay, expense management, and sales order processing.

Does Vision33 provide ongoing support?

In addition to expert guidance during implementation, you’ll gain access to thorough training programmes, our knowledgeable, responsive product support team, and a library of on-demand resources.

Which industries does Vision33 have experience with?

With 1,500+ active customers around the world, Vision33 has helped hundreds of organisations across a wide variety of industries, including manufacturing, distribution, professional services, subscription/SaaS, food & beverage, brewery & distillery, life sciences, industrial machinery & components, high-tech electronics, not-for-profit, government, and more.

Does Vision33 have a referral partner programme?

Yes, Vision33 has a risk-free referral partner programme that requires little investment. With protection built into the contract and dedicated sales, implementation, and support from Vision33, the advantages are clear. Learn more.

Ready to Transform Your Business?

Make Vision33 your partner for success.

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INDUSTRY ACCOLADES

Awards & Recognition

Inc5000 Award Bob Scotts Top 100 Award SAP Partner Excellence Award Platinum Club Sage Award G2 Badge SAP Pinnacle Award VAR 100 Award