A DMS integration for ERP systems is worthwhile even for small companies. There is more to it than just fast data access.
For small and medium-sized enterprises, the question of the right software solution arises again and again. During this initial period, the processes and thus the demands of a company on an ERP system are consolidated. This often involves investing in a standard solution, as customised programming is too expensive for most smaller companies and, due to the lack of an in-house IT department, the corresponding effort cannot be managed. However, an standard solution again, does not initially appear to have the potential to optimally meet the needs of the company and grow with them. Apparently. Because many standard solutions in the field of ERP - such as SAP Business One - now offer a multitude of possibilities to expand the functions in the standard and make them integrable. This also applies to a data management system - DMS for short.
Why does DMS integration make sense for ERP systems?
Whether it is a manufacturing or a service-providing company: Good data management is important to remain competitive. Transparency of data provides freedom of action and increases performance. From an e-mail to invoices or receipts, all important documents can be centrally recorded and stored in one place - the system. This uniform archive always offers users direct access via the ERP interface. This accelerates the processes and makes them efficient and competent.
DMS - Solutions for SAP Business One
There are now interfaces to SAP Business One from almost every well-known DMS software provider. We can help you find the right one for your requirements. Get in touch with us!
The start into the DMS ? World with the fully integrated tool CKS.DMS. The simple uncomplicated and fully integrated document archive for SAP Business One.
Save with DMS integration
Not only time is saved with a DMS integration for ERP systems saved. It also pays off financially quite quickly. In the process, companies that employ about five to ten employees save up to 24,000 euros in one year with an appropriate ERP system. Data can be found more quickly and easily by each employee. Fixed filing masks mean that documents can be called up by any system user at any time. This increases the customer servicebecause employees always have the possibility to act competently and quickly. In addition, this reduces the frustration about the data chaos on the internal side.
On the safe side
In Germany, archiving can not only promote business, but is a legal obligation. The GoBD and the Commercial Code have required companies to archive documents subject to retention in an audit-proof manner since 1 January 2017. Through an integration of the DMS into the ERP system, these requirements are met almost by themselves. By means of the many integrations, companies have the possibility to configure archiving processes themselves and thus automate them.
Mobile data management
A central place of Data collection not only makes quick access possible within the four walls of the company. Mobile data retrieval is also ensured through DMS integration in the ERP system. Thus, employees can release invoices for payment, add complaints or place orders via a web client or app. Systems such as SAP Business One offer this service in real time. In this way, external collaborators, such as sales, are provided with current order data.
Scalable integration
A DMS integration should also, like the ERP system itself, grow with the company and adapt to the size of the data masters. However, please be careful here: With many integrations, the subsequent transfer of base data very time-consuming. However, many solutions now offer efficient index functions that take over the correct classification of the documents when data is transferred.
Archiving of e-invoices
MariProject / Tool for e-invoicing
cks.eINVOICE -Addon for XRechnung & ZUGFeRD
GOBD and GOBD myths
E-invoicing for SAP Business One
