Electronic Records and Cases
Electronic Records and Cases
Electronic Records
and Cases
SAP Records Management
Joachim Becker
Product Manager, SAP AG
Learning Objectives
Agenda
Motivation
Application Solutions
mySAP Financials – Dispute Management
mySAP CRM – Case Management
News
Summary
What is SAP
Records
Management
Personnel records
Customer records
Project records
Contract records
Dunning records
Patient file
…
Application HR General
Administra- Correspon-
ArchiveLink tion Objects dence
Document:
Letter HR Info Type: Document:
Address Pay increase
ArchiveLink
Document: HR Info Type: Document:
CV Main Bank Reminder
Details
ArchiveLink
Document: HR Info Type:
Resume Basic Contract
ArchiveLink HR Info Type:
Document: Org.
Employer Assignment
Reference
Content of a
Personnel Record
Document Management
Workflow Management
(Cross-System) integration of
documents and applications
SAP Records
Management as
an integral part of
your SAP system
e.g. SAP R/3
Enterprise 4.7
SAP R/3 Content
Enterprise 4.7 Server
Q3 / 2002
2.0
Pilots only
2.4
1.0 1.2
Q1 / 2002
Records Management
in Detail
typical
content
notes
transactions
reports
desktop
documents
Records Organizer
Role-Based View
Favorites
Resubmission
Create / Check In of
information
Records Browser
Create versions
Send documents
Edit attributes
Check In / Edit
local documents
Document Templates
Use Templates to
create documents
Stamp
Unchangeable Note
Redlining
Send document
Create link to
business object
Stamp
Accepted
JB 2003-08-27
Circular (Disposition)
Application
Solutions
Do you have...
High DSO (Days Sales Outstanding)
High number of paper invoices
High cost of invoicing and reconciliation (resources, time, etc.)
High percentage of disputed invoices
High number of days to reconcile a disputed invoice
Large amount of uncollectible receivables
Processes and systems not integrated with business partners
Difficulty in predicting cash flow
se e !
ea at
Pl stig
v e
In
Clear account
Furthermore, you can create dispute cases for the initial action of
the customer, for example, a phone call, in the Case Management
Organizer. Open items can be added later on.
System Integration
Process case
Create case
Create case hierarchy
22
11 33
Perform
Create service
analysis of
confirmation
case
44
77 Perform billing Close case
55
66
Summary
Further Information
Î Service Marketplace:
http://service.sap.com/recordsmanagement
http://service.sap.com/webflow
http://service.sap.com/archiveLink
http://service.sap.com/contentserver
Î Consulting Contact
Roy Wood, VP SAP NetWeaver Consulting Practice ([email protected])
Questions?
Q&A
Feedback
Thank You !
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