File Microsoft Outlook e-mails on the right SAP S/4HANA business object in one step
E-mails about an order or invoice stay in personal mailboxes, so the next colleague cannot find them and asks the customer again. Users file a message and its attachments on the business object it belongs to, from Microsoft Outlook and without a SAP GUI session. Released OData services of SAP S/4HANA and SAP S/4HANA Cloud validate the object before anything is written and store the file where everyone working on that object finds it.
Benefits
Save time filing business e-mails
Save time and reduce manual work by filing e-mails and attachments directly from Outlook to the relevant SAP S/4HANA business object, such as a sales order, purchase order, or customer.
Improve team transparency
Improve collaboration by keeping business e-mails and attachments with the relevant SAP S/4HANA business object, giving authorized users shared access to the same correspondence.
Reduce filing errors
Reduce misfiled correspondence by letting users review and confirm the proposed SAP S/4HANA business object before filing, helping keep records accurate and easy to find.
Strengthen audit readiness
Strengthen audit readiness by keeping relevant e-mails and attachments with the corresponding SAP S/4HANA business object, creating a traceable record that authorized users can access when needed.
Speed up responses
Speed up responses by giving authorized users direct access to filed e-mails and attachments on the relevant SAP S/4HANA business object, reducing time spent searching personal mailboxes.
Features
Match SAP S/4HANA records
Subject, body text, and attachment names are scanned for e.g. order, invoice, customer, and supplier references, and the matching objects are offered with a confidence score. Users confirm instead of typing, which keeps filing fast and the key correct.
Configure user profiles
Profiles decide which object types a user sees, such as sales orders and customers for sales, or purchase orders and suppliers for purchasing. Each team works with only the few objects it actually needs, and access is granted per profile.
Open the filed e-mail from the SAP S/4HANA business object
The message appears in the attachment list of the order or invoice and opens from there with its attachments intact. Colleagues in purchasing, accounting, or service reach the correspondence from the transaction they already have open.
Plans and pricing
All plans include:
Enterprise Edition
Includes licenses for an unlimited number of named users of the CaRD Outlook Add-in.
Includes use of the CaRD Outlook Add-in for one productive SAP system and one test system.
Includes unlimited User Price upon requestIncludes licenses for an unlimited number of named users of the CaRD Outlook Add-in.
Includes use of the CaRD Outlook Add-in for one productive SAP system and one test system.
Includes unlimited User 25 Users Package
Includes licenses for up to 25 named users of the CaRD Outlook Add-in.
Includes use of the CaRD Outlook Add-in for one productive SAP system and one test system.
Includes 25 User Per YearEUR 7,500.00- + EUR 3000.00 Setup Fee
- EUR per User
- Minimum contract 1 year
Includes licenses for up to 25 named users of the CaRD Outlook Add-in.
Includes use of the CaRD Outlook Add-in for one productive SAP system and one test system.
Includes 25 User
