ELO Document Management for SAP Business One

The B1ECM document management add-on offers users of SAP Business One ERP software comprehensive, integrated, and easy-to-use information and document management. B1ECM expands the technical and logical processes of data and document processing to include comprehensive action and information management.

Overview of the scope of services included in the standard integration of B1ECM

  • Automatic document archiving from SAP Business One with versioning
  • Legally compliantstorageof commercial documents
  • Transaction-related assignment of external documents, files, and emails in SAP Business One
  • Barcode processing for automatic filing of scanned documents (e.g., returning documents such as signed delivery notes)
  • Extensive search options within SAP Business One and ELO
  • Legally compliant storage and long-term archiving

B1ECM offers data and document processing that is impressively easy to use and, depending on the application, fully automated in the background.

B1ECM Overview

Table of Contents

  • Advantages of B1ECM document management
  • B1ECM document management: Functions
  • Administration of B1ECM
  • Videos B1ECM Shorts
  • B1ECM Invoice: Process
  • B1ECM Invoice: Verification Process
  • Integration Maringo Projekt Management

 

Advantages of B1ECM Dokumentenmanagement

 

B1ECM seamlessly integrates the SAP Business One ERP system with the ELO ECM system. The document management solution offers a wide range of options for assigning various documents to SAP records.

 

  • All documents can be found in ELO and SAP Business One.
  • Any document can be added.
  • Document management enables the digitization of all documents.
  • Administrative steps are reduced, saving time in the long term.
  • The document management solution achieves maximum transparency, as all documents are stored centrally.
Advantages B1ECM
functions_b1ecm

Functions of B1ECM Document Management

In SAP Business One, any document can be added to a transaction. After posting the incoming document, related documents are stored securely and immediately linked correctly:

 

  • Processing of documents using print storage, manual storage, or barcode assignment
  • Keyword assignment and indexing based on the SAP document
  • Moving to the ELO archive
  • Posting and archiving multiple documents in succession reduces daily administrative work and saves time
  • Post-archiving of printed documents after the introduction of B1ECM
  • The SAP search function allows you to search all stored documents using a search term
  • The search results are clearly listed in a hit list

Administration of B1ECM Dokument Management

  • The B1ECM administration can be conveniently accessed via the browser
  • Multiple SAP clients can be connected to an ELO archive
  • Print and scan paths are stored in the SAP connection

 

 

 

Technically, B1ECM consists of two components:

 

  1. The B1ECM add-on in the SAP client enables manual filing, ELO search, and opening of ELO documents
  2. The B1ECM service is usually installed on the ELO server. The B1ECM service handles the processing of printed and scanned documents
administration_b1ecm
B1ECM Invoice Process

Dokument Management B1ECM-Invoice: Process

Invoices are captured, approved, and posted using B1ECM-Invoice. The document management solution enables the SAP Business One ERP system and the ELO ECM system to interact with each other.


The processing of incoming invoices in the B1ECM-Invoice document management add-on takes place in several steps. The individual processing steps are assigned to the responsible persons:

 

  • Import of scanned invoices and invoices received by email
  • Visual inspection and, if necessary, modification or addition of data
  • Document separation
  • Extraction of data
  • Manual tagging if data is not recognized automatically

Dokument Management B1ECM Invoice: Verification Process

The documents go through the following review steps:

 

  • Formal review: Compare the content of the form with the data on the document and correct if necessary
  • Technical review: Approved documents are released by authorized persons
  • Accounting review and posting after approval, e.g., checking for correct tax codes
  • Queries to colleagues or clarifications with suppliers are possible at any time during the review process
B1ECM_Process of proof
Maringo_integration

Document Management B1ECM: Maringo Integration

  • Maringo Integration is an extension for the B1ECM Invoice solution
     
  • The aim is to post an incoming invoice to a purchasing transaction
     
  • The invoicing process in Maringo Integration is exactly the same as in B1ECM Invoice
     
  • The only difference is that there is an extension to Maringo in some process sections
     
  • Once the invoice has been approved, it is posted to the purchase transaction in MariProject and transferred to SAP Business One
     
  • The integration enables access to the invoice document from Maringo and SAP
     
  • All information is available across Maringo, SAP, and ELO
B1ECM ELO Tour Heidenheim
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