Call us today for a consultation

Document Delivery

Automate and Streamline Document Delivery

The Resolv Document Delivery module allows SAP Business One users to quickly and easily distribute key documents to customers and vendors. Documents can be distributed via email, fax, EDI or print-based on preset instructions for each contact and document.

With Document Delivery, users can save substantial amounts of time and money, while increasing customer service levels by promptly delivering the right business documents in each customer’s preferred format. Document Delivery allows for documents to be distributed in one large batch, individually or based on a user-defined filtering option.

As with all Resolv modules, Document Delivery is built specifically for SAP Business One, utilizing the advanced technical architecture of the SAP Business One Software Development Kit.

Core Features and Functionality

The Resolv Document Delivery module enables users to dramatically improve both efficiency and accuracy when it comes to processing and disseminating a wide range of business documents.

  • On-demand document delivery
  • By customer – contact form
  • By vendor – contact form
  • Email options
  • Fax option
  • EDI options
  • Template email subject and body per document
  • Default form by company and/or customer
  • Activity created per document delivered
  • Crystal report launcher
  • Document delivery history log
  • Vendor delivery AP documents supported
  • Customer delivery AR documents supported

Key Functional Areas

  • Email Options (SMTP, Outlook, SAP)
  • Fax Options (eFax, Visi-Fax, SAP)
  • EDI Options (Achieve EDI)
  • Template Email Subject and Body per Document
  • Default Form by Company and/or Customer
  • Activity Created per Document Delivered
  • Crystal Report Launcher
  • Document Delivery History Log

Vendor Delivery
AP Documents Supported

  • Purchase Order
  • Purchase Receipt
  • Purchase Return
  • Purchase Invoice
  • Purchase Credit Memo
  • Purchase Outbound EDI*
    (*Requires Achieve EDI)

Customer Delivery
AR Documents Supported

  • Quote
  • Sales Order
  • Confirmation
  • Sales Delivery
  • Sales Returns
  • Sales Invoice
  • Sales Credit Memo
  • Sales Statements
  • Sales Dunning Letters
  • Sales Outbound EDI*
    (*Requires Achieve EDI)