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 Work at Vision33

Automate the repetitive daily tasks that slow your business down.

Transform manual tasks into automated workflows with Automations for SAP Business One.

Protect your business from costly mistakes and human oversight

Increase efficiency

Optimize business processes

Improve cash flow


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Vision33_SAP-Business-One_Automations_Brochure_phase1_NA-pdf

 

Automations Gallery

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Automations for SAP Business One

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Finance

Create A/R invoices automatically for open delivery notes

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Finance

Create liability accruals automatically for non-inventory and service goods receipt purchase orders (GRPOs)

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Finance

Defer revenue and raise recurring invoices automatically for service contracts

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Finance

Create supplier self-invoices automatically for consignment inventory

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Finance

Put customers on hold automatically when payment is overdue

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Inventory and Production

Create subassembly work orders automatically

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Inventory and Production

Change the status of work orders automatically

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Inventory and Production

Calculate min max inventory levels automatically

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Sales

Create pick notes for open orders automatically

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Sales

Create back-to-back orders automatically

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Service

Terminate service contracts automatically when they reach their end date

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Service

Create A/R invoices for open delivery notes automatically when a service call closes

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Sales

Create follow-up reminders for sales quotes automatically

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Sales

Create opportunities from sales quotes automatically

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Finance

Automate project milestone billing

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Flawless operations. No surprises.

Automations for SAP Business One is powered by Saltbox. That means it extends SAP Business One's functionality without compromising system performance or generating intrusive client-side pop-ups.

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People using SAP Business One automation

Customize your automations

Although Automations for SAP Business One is designed to automate specific transactions and processes, no two companies are alike. SAP Business One queries and Saltbox workflows—the key components of these automations—are easily customized, ensuring that the solution you buy addresses your business requirements, not someone else’s.

Let's Meet Your Challenge Together

Our resources, formal methodology, and project governance provide low risk for projects, free up resources for other initiatives, and give you space to focus on where you’re taking your business next.

Let's discuss it