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Transform for Microsoft Dynamics PrecisionForms · PDF filedocuments and implementing...
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Transcript of Transform for Microsoft Dynamics PrecisionForms · PDF filedocuments and implementing...
Take Control
Save Time
Transform® for Microsoft Dynamics® PrecisionForms ™
Simple, smarter document design and output management.
” The Bottomline forms solution belongs in every single Microsoft Dynamics AX implementation. When customers discover the time they can save creating AX custom documents and implementing multi-channel delivery, the solution simply sells itself.”
– Darrell Smith, Microsoft Certified, Business Man-agement Solutions, Specialist, Agility Business Solutions
Reduce implementation and migration times from weeks to days
Enhance Dynamics AX forms and reports
Optimize business communications tailored to customer needs, to increase engagement and profitability
Extend and support workflows beyond the boundaries of your ERP
Simplify designing branded quality output
Benefits
Why PrecisionForms?
Reduce Implementation and Migration Time
PrecisionForms supports a faster, more cost-effective imple-mentation of your forms within the Dynamics AX environment. Within days, you can have PrecisionForms live - including the set-up of forms and documents - without the need for technical consulting. Future migrations are made easier by reducing the need to recreate your forms during the AX upgrade process.
What’s more, by simplifying the process, technical consulting costs are reduced, the project delivery is quicker, and risks are minimized during the implementation phase.
Enhance Microsoft Dynamics AX Forms & Reports
The PrecisionForms Designer enables the creation of more dynamic, functional, and professional looking invoices, checks, purchase orders, bills of lading, and other documents without complex Dynamics AX programming or application changes.
Using an intuitive graphical design interface, users can easily add logos, graphics, barcodes, signatures, colors, fonts, and conditional logic to Dynamics AX forms thereby giving control to those who understand the document and business needs best.
Once complete, documents can be distributed through print, fax, email, web, or Microsoft SharePoint.
PrecisionForms delivers complete automation for the design, distribution and storage of
transactional documents. Supported by tight integration with your critical business applications like Microsoft Dynamics AX and Microsoft SharePoint
®
, PrecisionForms is a powerful solution.
Before & After Rules-Based Document Customization & Delivery
Simplify Designing High Quality Branded Output
PrecisionForms ease-of-use extends to the application interface as well. The intuitive interface makes designing and editing forms simple with the ability to view the final document during design. When form customizations are needed, the convenient ‘drag & drop’ designer allows even non-technical staff to tailor and view reports.
Optimize Business Communications
PrecisionForms gives you greater visibility of all outbound commu-nications regardless of geography. By supporting text localization for the most popular languages worldwide, PrecisionForms makes it easy for organizations to communicate and maintain document-centric business processes, and increase engagement when working within a global network of employees, customers, and partners. And with PrecisionForms expanded integration w ith Microsoft SharePoint, even non-traditional ERP users can view the same documents available within Dynamics AX via their browser.
Extend and Support Workflows Beyond Your ERP
With a high volume of transactional documents, you need a high level of visibility across the document workflow. With PrecisionForms, process workflows are automatically built into the design environment. Users can build portable solutions and improve their business communications without costly changes to other applications. They can also generate and automatically distribute multiple documents electronically or by print. This process automation significantly improves cash flow, customer service, and enhances productivity by reducing the cost and time spent on repetitive tasks.
Native Microsoft Dynamics AX Sales Invoice Report
PrecisionForms Sales Invoice Report
Invoice
Corporate Office: Redmond, Washington, USA 98052Telephone: 1 425.555.0156 Facsimile: 1 425.555.0159Email: [email protected] Website: www.contoso.com
Contoso Entertainment Systems
ARInvoiceP.cfp6 − Aug2004
Item number Description Quantity Unit price Amount
Page
Number
Date
1 of 1
SO−100004
Contoso Retail San Diego456 Peach Road San Diego, CA 92114 US
Contoso Entertainment Systems123 Coffee StreetSuite 300Redmond, WA 98052US
Invoice
07/31/2014
1151 83.12196.0600.2Center Channel Speaker Model 011151 24.42112.2600.2Center Channel Speaker Model 011161 59.79195.9300.5Satellite Speaker Model 011161 38.33396.7400.7Satellite Speaker Model 011401 1.00 204.39 204.39Car Audio System Model 011402 1.00 257.53 257.53Car Audio System Model 021606 2.00 400.00 800.00High−Definition Digital Video Recorder
Model 02
Total
2,039.50
0.00
2,039.50
Sales tax
Sales balance
Invoice
Corporate Office: Redmond, Washington, USA 98052
Telephone: 1 425.555.0156 Facsimile: 1 425.555.0159
Email: [email protected] Website: www.contoso.com
Contoso Entertainment Systems
ARInvoiceP.cfp6 − Aug2004
Item numberDescription
QuantityUnit price
Amount
Page
Number
Date
1 of 1
SO−100004
Contoso Retail San Diego456 Peach Road San Diego, CA 92114 US
Contoso Entertainment Systems123 Coffee StreetSuite 300Redmond, WA 98052US
Invoice
07/31/2014
1151
83.12196.06
00.2
Center Channel Speaker Model 01
1151
24.42112.26
00.2
Center Channel Speaker Model 01
1161
59.79195.93
00.5
Satellite Speaker Model 01
1161
38.33396.74
00.7
Satellite Speaker Model 01
1401
1.00204.39
204.39
Car Audio System Model 01
1402
1.00257.53
257.53
Car Audio System Model 02
1606
2.00400.00
800.00
High−Definition Digital Video Recorder
Model 02
Total
2,039.50
0.002,039.50
Sales tax
Sales balance
Corporate HeadquartersPortsmouth, NH 03801 USAtel 1.800.472.1321, +1.603.436.0700email [email protected]
Europe, Middle East, AfricaReading, Berkshire RG17 JX UKtel +44.118.925.8250email [email protected]
Asia-PacificPyrmont, Sydney NSW 2009 Australia tel +61.2.8047.3700 email [email protected]
bottomline.com
© Copyright 2015 Bottomline Technologies All rights reserved. Bottomline Technologies and the BT logo are trademarks of Bottomline Technologies, which may be registered in certain jurisdictions. REV 010515
About Bottomline Technologies
Bottomline Technologies (NASDAQ: EPAY) provides cloud-based payment, invoice and banking solutions to corporations, financial institutions and banks around the world. The company’s solutions are used to streamline, automate and manage processes involving payments, invoicing, global cash management, supply chain finance and transactional documents. Organizations trust Bottomline to meet their needs for cost reduction, competitive differentiation and optimization of working capital. Headquartered in the United States, Bottomline also maintains offices in Europe and Asia-Pacific. For more information, visit www.bottomline.com.
Why Bottomline?
For more than 20 years, Bottomline has delivered software applications that optimize ERP-driven financial processes. As a result, we have both the proven solutions and the tested domain expertise to deliver consistent customer value and significant return on investment. Bottomline’s document automation solutions have been successfully installed for more than 3,000 enterprises around the globe.
