bconnect - automate your communications from sap business one

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INNOVATIVE SOLUTIONS FOR YOU – FROM ACCELON TECHNOLOGIES bConnect Automate Your Communications

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Page 1: bConnect - Automate Your Communications From SAP Business One

INNOVATIVE SOLUTIONS FOR YOU – FROM ACCELON TECHNOLOGIES

bConnectAutomate Your Communications

Page 2: bConnect - Automate Your Communications From SAP Business One

Introduction

What is bconnect

bConnect is an enhanced document delivery solution especially designed for use with ERP software.

bConnect is used by more than 30 customers in India, UK, Middle East, Africa and New Zealand. First introduced in 2011, it generates more than 2500 emails daily including invoices to customers, payment reminders,

statements and reports. It has helped saved our customers hundreds of man hours by automating their routine communication with their business partners and employees. It has also helped customers in improving their

payment cycles and customer satisfaction.

Page 3: bConnect - Automate Your Communications From SAP Business One

Features

Email DocumentsbConnect can send invoices , purchase orders, or any other document directly to customer, supplier, sales employee, or any one else, even outside your ERP or SAP B1 system.Send ReportsbConnect can deliver reports, like payment reminders, daily sales, monthly collection, etc. directly to email at pre-defined intervals, on daily, weekly, monthly or any other schedule, as per your requirement.Save to FTP / File ServerbConnect can save output from Crystal Reports to your FTP or File Server in PDF, XML, CSV or Word / Excel format, which can be used in integration, EDI systems or Intranet websites.

FlexiblebConnect is the most flexible document / report delivery solution for SAP B1, you can control all aspects of emails, including whom to send, subject, text, attachment format, etc. bConnect can also update flags back in database system after successful generation of emails.

Page 4: bConnect - Automate Your Communications From SAP Business One

Business Benefits

Money

You can improve your order to cash cycle by sending prompt invoices and timely payment

reminders and statements. Also precious man hours are saved

because of increased automation and less

dependency on manual emailing of documents.

Satisfaction

Business partners are more satisfied because they get

prompt documents and timely information. You can send order confirmation, etc. to avoid costly mistakes in order handling later. It can also send tracking details

and dispatch intimations, as soon as the material is shipped.

Information

Management and sales executives can get timely

information. Everyone can get reports specific to his / her

requirements, in Inbox in the format of choice, PDF or Excel. Timely and proactive reports

and information will help make decision making easier

TimeWith bConnect, you are no

longer required to save documents in PDF than send

them in email. Or print and send them. All invoices and other

documents will be send as soon as they are posted. You also don’t have to spend time in

creating reports with separate set of parameters for everyone.

Page 5: bConnect - Automate Your Communications From SAP Business One

Simple Configuration

Destination

3

Schedule

4

Options

5

Source

2

Basic Details

1

Basic DetailsProvide basic details, like title, description, type of rule (could be Email or SMS or File), folder in which to store, source type (could be Crystal Report or SQL Query).

SourceSource is used to generate the output. This could be either a Crystal Report or SQL Query. This report / query will be executed and output will be sent to the destination. Values returned by parameters query will be used in execution of source.

ScheduleYou can set schedule as per your requirement. It could be every 5 minutes, every hour, daily morning, daily evening, once a week, once every 15 day, once a month or anything you require. You can also set a start and end date for the rule.

OptionsYou have options of updating some field in the database or running some query after email is successfully sent. You also have the option to run the rule for newly created or modified records only. For sending emails, you can choose between Outlook and SMTP server.

Page 6: bConnect - Automate Your Communications From SAP Business One

bConnectScreenshots

Page 7: bConnect - Automate Your Communications From SAP Business One

Main Window

DATABASESbConnect can connect to multiple databases or SAP B1 companies simultaneously. You can also connect to other SQL Databases.

RULESRules are the basic building blocks of bConnect. Each rule define the source and destination and various other options for generating emails.SCHEDULESYou can pre-define schedules and reuse them in rules. Schedules could be daily, weekly, fortnightly, monthly, quarterly, etc.

Page 8: bConnect - Automate Your Communications From SAP Business One

Rule Definition

p General TabThis tab defines the basic settings of the rule, like Title, Description, Source Type, etc.Source DatabaseSelects the database on which this rule would be executed. bConnect can connect to multiple databases simultaneously and run rules on them.Rule TypeRule type could be Email – for sending emails to recipients, SMS – for sending text message on mobile phones, or FTP/File – for saving output on File Server / FTP Server.

Source TypeSource Type could be either Crystal Report or SQL Query. Output from the source will be used to generate the content of the email.

Page 9: bConnect - Automate Your Communications From SAP Business One

Rule Definition

p Report TabHere you select the crystal report or SQL query source.

Report From SAP B1If you are using SAP B1, you can

select a report which is already imported in SAP B1. This could be a report or a layout.

Crystal Report FileYou can also select a crystal report

file stored on the server. This report should be connected to the appropriate database.

SQL QueryIf the source type is SQL Query - you can specify a query for generating the output.

Page 10: bConnect - Automate Your Communications From SAP Business One

Rule Definition

p Parameters TabParameters are passed to the crystal reports or SQL query source.

Query from SAP B1You can use a query saved in B1 by

selecting the same here.

SQL QueryYou can type a query directly. The values returned by the query are passed as parameters in the same order as returned by query. These values can also be used in subject, recipient addresses, etc.

Page 11: bConnect - Automate Your Communications From SAP Business One

Rule Definition

p Email TabSpecify the recipient address and other options for email.

To / Cc / BccSpecify the email address or select the field which contains the email address.

SubjectSpecify the subject of the email. You can include fields returned by Parameters Query.

Message Format & TextSpecify if the output should be

embedded in the message body or attached to the email. Also select if the email should be sent using Outlook or SMTP server.

Page 12: bConnect - Automate Your Communications From SAP Business One

Rule Definition

p FTP/File TabDetail the options for saving output on FTP / File Server.

Server & PathSpecify the server or the file path where the output should be saved. Also specify username / password as required.

File NameSpecify the name of the file to be used. You can use fields from Parameters Query in the file name.

Page 13: bConnect - Automate Your Communications From SAP Business One

Rule Definition

p Format TabFormatting options for Email / FTP Rules.

Message FormatOutput could be formatted as HTML, Rich Text, PDF, Excel, Word, CSV or XML.

OptionsSpecify date format and text formatting options if you are outputting to CSV or XML file.

Page 14: bConnect - Automate Your Communications From SAP Business One

Rule Definition

p Schedule TabSchedule of the rule determines when it will be executed.

One TimeIf rule is set for One Time – it will be executed only once at the specified date and time.

RecurringYou can select pre-defined recurring schedule or define your own as per the requirements. This could be daily, multiple times daily, weekly, fortnightly, monthly, quarterly, or anything else as you need.

Page 15: bConnect - Automate Your Communications From SAP Business One

Rule Definition

p Options TabOptions determine steps after successful execution.

Update Field / QueryYou can update a field back in the

database or run a query after the successful execution of the rule.

Process RecordsYou can specify if the rule will be executed for all records, or for records which have been added or modified since the last execution.

Page 16: bConnect - Automate Your Communications From SAP Business One

Customer Testimonials

.

Page 17: bConnect - Automate Your Communications From SAP Business One

Testimonials

Atul Kshetry

Tower Group, NigeriabConnect developed by Accelon in 2011 is a very practical product that fulfilled the demand for automated emailing for companies using SAP Business One.

Clive Ashworth

Rollerblinds, New ZealandIt used to take us 4 days every month to print and send customer statements. Now they are sent automatically on 5th of every month.

Keith Davis

Ecodis, UKWe had to send files on FTP to the warehousing company – as soon as a delivery was posted. bConnect accomplished this without any coding or programming.

Anant Kakatkar

Suyash, IndiaWe have been using bConnect for sending invoices, dispatch intimations, payment reminders, etc. to our customers. It has helped reduce our payment cycle by several days.

Page 18: bConnect - Automate Your Communications From SAP Business One

About us

Accelon Technologies

Established – 2005

Number of Customers – 100+

Number of Users Supported – 3000+

Number of Employees – 30+

Accelon is preferred partner for SAP Business One and other solutions for scores of customers in India and abroad.

Accelon Technologies is a leading provider of SAP Business One solutions and services since 2006. Accelon has done scores of projects across verticals in SAP Business One and have wide portfolio of add-ons and solutions.

With its experienced consulting team, Accelon can support any type of project or scenario in SAP Business One. Accelon was awarded SAP Business One HANA Partner of the Year 2014 at SAP Business One

Innovation Summit, Bangkok.

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ManufacturingProManufacturingPro adds advance manufacturing and routing capabilities to SAP Business One.

PayOnPayOn provides attendance, leave management, payroll and travel expense management, for SAP Business One.

Our Other Products

FashionProFashionPro is complete end-to-end solution for Fashion, Shoes & Apparel Manufacturing. It has comprehensive functionality to handle orders and manufacturing.

TractoTracto is our platform for web and mobile based sales and service portals. It can be customized to suit individual requirements.

QualityProQualityPro lets you maintains quality plans and inspections in SAP Business One. Suitable for both discreet and process manufacturing.

Page 20: bConnect - Automate Your Communications From SAP Business One

Contact us

Phone:

Email:

Website:

+91 20 6500074 / 74

Head Office:

[email protected]

www.accelontech.com

404, Transbay, BalewadiPune 411 045, MH, India

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ThankYou!SAP Is Necessary. Accelon Makes It Sufficient.INDIA • PACIFIC • MIDDLE EAST • AFRICA