DMS integration for ERP systems

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 companies, the question of the right software solution arises time and again. It is during this initial period that a company's processes and therefore its requirements for an ERP system become more firmly established. This often involves investing in a standard solution, as customised in-house programming is too expensive for most smaller companies and the corresponding costs cannot be met due to the lack of a dedicated IT department. However, a Standard solution In turn, it does not initially appear to have the potential to optimally meet the company's needs and grow with them. Apparently. This is because many standard ERP solutions - such as SAP Business One - now offer a wide range of options for expanding and integrating standard functions. This includes a data management system - DMS for short.

Why does DMS integration make sense for ERP systems?

Regardless of whether you are a manufacturing company or a service provider: Good data management is important to remain competitive. The transparency of data provides freedom of action and increases performance. From emails to invoices or receipts, all important documents can be centralised and stored in one place - the system. This standardised archive provides users with direct access at all times via the ERP interface. This speeds up 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!

Get started in the world of DMS 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 for itself quite quickly financially. Companies with around five to ten employees can save up to 24,000 euros in one year with an appropriate ERP system. Data can be found more quickly and easily by every employee. Fixed filing masks mean that documents can be accessed by any system user at any time. This increases the customer serviceas employees always have the opportunity to act quickly and competently. This also minimises the frustration caused by internal data chaos.

On the safe side

In Germany, archiving can not only promote business, it 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 fulfilled almost automatically. Thanks to the many integrations, companies have the option of configuring and automating archiving processes themselves.

Mobile data management

A central place of Data collection not only enables quick access within the four walls of the company. Mobile data retrieval is also guaranteed by DMS integration in the ERP system. Employees can use a web client or app to authorise invoices for payment, add complaints or place orders. Systems such as SAP Business One offer this service in real time. External employees, such as the sales department, are provided with up-to-date order data.

Scalable integration

Like the ERP system itself, a DMS integration should 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 categorisation of documents when data is transferred.

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