Check Sheet Import Add-On Solution For Discrete Manufacturing

Automate Import of Customer Purchase Orders as Sales Orders in SAP Business One

Purpose
Clockwork’s Check Sheet Import Add-on for Discrete Manufacturing enables seamless import of customer-provided purchase order sheets into SAP Business One as Sales Orders. This automation eliminates the need for manual entry, ensuring accuracy and saving time for users. Through the use of SAP Service Layer, the solution continuously monitors a specified folder where check sheet files are placed. At predefined scheduled intervals, the service layer processes the files and imports the data into SAP Business One, creating Sales Orders automatically for the respective customer.

Business Challenges the Check Sheet Import Add-On Addresses
In discrete manufacturing environments, managing frequent customer orders via manual Sales Order entry in SAP Business One is time-consuming and error-prone. Additionally, managing orders in large volumes increases the operational load on the internal sales and production teams. The other challenges are:
  • Manual entry delays Sales Order creation and is also error prone
  • Time-consuming reconciliation of customer POs with internal records
  • Inconsistent formats of check sheets from multiple customers
  • Lack of automation in the order management process
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      Solution that the Check Sheet Import Add-On offers
      The add-on automates the conversion of customer Purchase Orders into SAP Sales Orders, reducing operational overhead and ensuring order processing faster.
    • Importable check sheet template compatible with customer format
    • Scheduled background processing via SAP Business One Service Layer
    • Automatic Sales Order creation in SAP Business One
    • Customer-wise folder structure and mapping
    • Error logging and alert notification for failed imports
    • Configurable to suit different check sheet formats
    • Outcome / Business Benefits
    • Significant reduction in manual data entry and errors
    • Faster turnaround time from customer PO to order booking
    • Increased efficiency of the internal sales team
    • Real-time visibility of incoming demand in the system
    • Streamlined and scalable order intake process for high-volume manufacturers
    • Enhanced customer satisfaction through quick order acknowledgment
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