B1 Productivity Package has many modules and features. Among them is our B1 Print & Delivery module.
B1 Print & Delivery is an advanced Crystal Report integration, enabling users to email all their communication with customers and vendors from SAP Business One, in any language, saving them tons of time and briefcases of money. By activating one Crystal Report, users can manage all Marketing Documents making B1 Print & Delivery the ideal tool to customize the customer’s system in a quick, easy and profitable way.
Amoung the many features are the following:
- Take over the entire document handling process for sales and purchase documents. You have the option to control each of the delivery methods (Print, show, Email, PDF and add document).
- Minimize your workload by automatically grouping, scheduling and sending out mass e-mails on every minute, hour, day or month.
- Work with multiple layouts of different business partners or on the fly choose a different layout.
- Each single action you can do can be customized in details with the powerful report action configuration which can be email being sent out, saving the document, SQL query, activity, internal message, conditional action and more
SAP Business One 9.2 version included enhancements in sending e-mail options which are also included in the B1 Print & Delivery. However, those additional features are very minimal and basic in capabilities compared to what the Print & Delivery module can offer.
Here is a comparison chart which details the differences between functionalities available in SAP Business One 9.2 vs. B1 Print & Delivery:
|Comparison of B1UP features to SAP 9.2|
|#||Functionalities in B1 P&D||B1 P&D||SAP Business One 9.1|
|1||Automatically create and send PDFs by mail when adding a document||Yes||Yes|
|2||Define a company default||Yes||Yes|
|3||Define e-mail groups to business partners to be used as distribution lists||Yes||Yes|
|4||E-Mail Documents in a Bundle||Yes||Yes|
|5||You can define default text for the mail subject and body||Yes||Yes|
|6||Save reports automatically in desired format||Yes||No|
|7||Add additional attachments to e-mails||Yes||No|
|8||Select recipients from over 10 different places or by e-mail category||Yes||No|
|9||Send e-mail from outlook directly or save it as a draft||Yes||No|
|10||Send e-mail using Exchange account directly or save it as a draft||Yes||No|
|11||Group e-mails based on document or business partner level||Yes||No|
|12||Create activity in SAP Business One automatically when mail is sent||Yes||No|
|13||Create internal messages with attached documents||Yes||No|
|14||Create conditional actions based on SQL values||Yes||No|
|15||Use multiple actions type for example to send out e-mail, save it in an archive, execute a SQL clause all at the same time||Yes||No|
|16||Assign separate crystal template for print, e-mail, PDF and word-buttons||Yes||No|
|17||Create advanced report selection criteria based on Business partner group, udf field value, etc..||Yes||No|
|18||Run reports in schedule with multiple options||Yes||No|
|19||Run mass delivery e-mails based on SQL and other advanced conditions||Yes||No|
|20||See a detailed delivery log to get an overview of reporting actions||Yes||No|
|21||Print and email from any database data based window in B1 (including add-ons)||Yes||No|
|22||Print and email internal reports that is not based on a specific window||Yes||No|
|23||Use dynamic syntax and SQL in emails to form it body||Yes||No|
|24||Send HTML based mails||Yes||No|
|25||Allow external edit of crystal reports and share of the same layout across multiple databases||Yes||No|
|26||Allow additional custom parameters in Crystal reports files||Yes||No|
|27||Access alternative layouts via right-click||Yes||No|
|28||Allow custom triggers of print/email (via B1UPs macro system)||Yes||No|
|29||Batch email BP statements (Account Balance)||Yes||No|
|30||Choose print on the fly in batch printing||Yes||No|
|31||Allow dynamic number of copies selection with dynamic syntax and SQL||Yes||No|
|32||Allow print previews on secondary monitor (external window)||Yes||No|
|33||Allow emailing directly from preview screen||Yes||No|
|34||Email subject, body and attachment name can be translated (SAP translate screens)||Yes||No|
|35||Allow full control over default to, cc and bcc||Yes||No|
Let us know in the comments if you have any questions or feedback.