SAP Document Access by OpenText and SAP Archiving by OpenText

Learn how SAP Document Access by OpenText and SAP Archiving by OpenText help you manage large amounts of information with a minimum amount of effort and resources. These content management applications integrate with SAP software to handle both structured and unstructured data efficiently.

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    • SAP Document Access by OpenText and SAP Archiving by OpenText. Access and Manage Unstructured Content for Use with SAP Software
    • SAP Document Access and SAP Archiving help organizations access and manage all types of content including documents,
    • e-mails, and other unstructured data associated with business processes run by SAP software.
    • In this demonstration, you'll see how the applications allow you to view and annotate archived documents,
    • attach and archive an e-mail to a sales transaction, and easily access complete order information.
    • Enabling you to securely store and attach relevant content to SAP transactions, improve productivity with easy access to complete information, and gain an end-to-end view of key business processes.
    • View and annotate archived documents. Amanda is a sales associate at a company that uses SAP Document Access and SAP Archiving.
    • She wants to check on a customer sales order, so she logs into SAP Document Access. She enters the sales order number and begins her search.
    • Amanda looks at the list of the attachments in the business document folder. The content includes a fax as well as Microsoft Word and Adobe PDF documents.
    • She opens the customer order and chooses the "note editor" function to review information that may be attached to this order.
    • Amanda finds a note from her colleague saying that a discount should be proposed for this customer. In the folder, she sees that the sales order also is available as a fax.
    • Amanda wants to highlight certain information in the sales order. She chooses the Elipse function in the annotations menu and selects the information she wants to highlight.
    • Then she saves the annotations.
    • Attach and archive an e-mail to a sales order. Amanda has sent her boss, Nick, an e-mail requesting approval to offer her customer a discount.
    • Nick thinks it is a good idea, and has approved the discount. Amanda wants to save his e-mail, created in Microsoft Outlook, to the sales order that is stored in SAP software.
    • Amanda chooses "Save to SAP Solutions" and clicks "OK" in the pop-up box. She selects the system where the customer records are stored.
    • Then she selects Sales & Distribution and selects "Mail to customer order." She enters the number of the sales document and confirms that it should be archived.
    • The application confirms that the document has been archived. The next time an authorized user opens the sales order document, that person will see the e-mail together with the document.
    • Easily access complete order information. Amanda wants to check the status of the sales order. She chooses "customers" and enters the customer number.
    • In the customer's folder, she sees subfolders for contracts, correspondence, inquiries, quotations, and more. She chooses the orders folder and enters the number of the sales document.
    • She looks at the sales order and chooses "open" to see the attachment. Amanda confirms that the approval e-mail from Nick is attached to the sales document. Now she wants to check the billing status.
    • She opens the billing folder and sees that the invoice has been sent. Finally, Amanda performs a search to see if the discount is stored in the system.
    • She confirms that the discount for this customer and sales order appears in the system and is stored as an e-mail.
    • As you have seen, SAP Document Access and SAP Archiving help you access and manage all types of content, enabling you to securely store and attach relevant content to SAP transactions,
    • improve productivity with easy access to complete information, and gain an end-to-end view of key business processes.
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