CKS.DMS

E-invoicing in Germany: How to implement the obligation with SAP Business One

CKS.DMS is a document management system from CK-Solution GmbH that is integrated into SAP Business One. It archives all tax-relevant documents and emails in a GoBD-compliant manner, automatically and immutably records outgoing SAP documents, and links the archived documents directly to the associated SAP document, customer, or supplier.

Context

Outgoing receipts are assigned to the CKS.DMS PDF printer via a configuration wizard; when printing, the receipt is rendered as a PDF and accompanies the transaction data (Document Number, Company Code, BP) archived in an audit-proof archive. For this, a marker tag must be set in the respective layout: automatically as CKSPRINTTAG in Coresuite Designer layouts, manually inserted in Crystal Reports layouts, and also manually in PLD layouts. Incoming documents (supplier invoices, contracts, emails) are imported via scan, PDF import, or Outlook plug-in and linked to SAP business partners or documents via OCR-assisted field recognition. Full-text search finds archived documents even without an SAP document reference. Via CKS.DIGITAL 4.0 as a platform and the "Shit.".API Third-party applications and SAP B1 add-ons can be connected to the archive.

Demarcation

CKS.DMS is not a document capture or booking tool — it archives and finds documents, but does not book them. For automated invoice bookings, products such as CKS.WF are also requiredworkflow) or the Versino Financial Suite or SAP Document Information Extraction are used. Compared to pure cloud archives like d.velop or ecoDMS, CKS.DMS offers the closest integration with SAP Business One; compared to a standalone DMS, it lacks some overarching enterprise functionality, for example, differentiated permissions on folder hierarchies outside the B1 world.