Document Agent
Now with Flexible Billing support!
In today's technology-driven business world, conventional document delivery methods such as standard mail and manual fax can impede communication and delay business processes. Success-minded companies realize that automating document delivery is another way to increase efficiency. By eliminating cumbersome steps from your order processing methods you will save time, cut costs and improve customer service.
Document Agent seamlessly integrates with Microsoft Dynamics SL as a valuable extension to your supply chain planning process. Document Agent automatically sends, via fax and/or email, your Order Management, Accounts Receivable, Purchasing, and Flexible Billing documents to one or many key customers and suppliers. Document Agent interfaces with a wide variety of mail and fax servers and is inexpensive, quick and easy to install.
- On-demand fax/email from Sales Order, Purchase Order, AR Invoice, Flexible Billing and Memo entry screens
- Automatically sends quotes, order confirmations, and invoices as an Order Management "order type" step
- Performs batch sending of Order Management, Purchasing, Account Receivable and Flexible Billing documents
- Allows multiple recipients per document via email, fax, or both
- User maintained distribution lists for each customer and vendor
- Ability to create the default distribution list for all or specific customer/vendor for one or more specified documents
- Email address fields available in customer bill to, customer ship to, and vendor remittance areas
- Automatic updates to customer/vendor records' email address and fax number fields
- Generates history and status log of all email and fax documents submitted
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