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Easy Access to Information in SAP® Files

SAP® files do not need to be complex. With DirectFinder Customer File and DirectFinder Supplier File, documents and information regarding customers and suppliers can easily and quickly be looked into universally without much effort. This saves time and enormously improves the access to information in the respective specialist fields.

As longtime archiving and DMS specialists in the SAP® environment, we are familiar with the set of problems from practice.

With DirectFinder users are not only supported with the research but also actively with the document management in SAP®. Equipped with simple and useful functions, the DirectFinder is specialized in a business process and completely integrated in the SAP® user interface. Digital documents can be reviewed and administered with just a few clicks. By way of the SAP® ArchiveLink® interface, DirectFinder works with any archiving system.

Whether you want to look into recent invoices, documents or other vendor or customer records, DirectFinder provides you with a compact overview and diverse search functions help you get the job done quicker.

In consideration of the authorization control in SAP®, DirectFinder Customer File and DirectFinder Supplier File support everyone in charge optimally and can easily be geared to your internal needs.

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Highlights
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Highlights of DirectFinder

  • Comfortable document search integrated in SAP®
  • Simple shifting, deleting and copying of documents
  • Direct attachment and archiving of data files (PDF, MSG, JPG etc.)
  • Detailed view of accrued business processes at a glance
  • Secure and universal data storage by SAP® ArchiveLink® interface
  • Automated sorting and qualification of additional documents
  • Export function of files (e.g. for outside appointments)
  • Individual view of files for every user
  • Simple installation and low maintenance effort
  • Installation without modifications in an own namespace
  • Trouble-free during SAP® release changes
  • Attractive pricing

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Your Convenience: All Documents clearly arranged in SAP® Files

The relationship to files often is ambivalent. At best they consolidate existing information by means of their assignment clearly and easily accessible. But often files also stand for a tedious information search, complexity and inefficient redtapism: “I will “quickly” search for the document and will be right back to you.”

In the meantime, the information technology attends to this set of problems at length and with versatile approaches: electronic archives, document and knowledge management systems try to support these operational procedures and make them efficient.

AFI pursues a clear and simple approach: search for documents there where the familiar environment is – namely in your SAP® ERP system. For this purpose, we offer you our SAP® file DirectFinder. Integrated in the SAP® user interface and independent of the archiving system by ArchiveLink®, DirectFinder combines the advantages of various file solutions: simple handling without media breaks, pinpoint support of the process and easy installation.

AFI DirectFinder

DirectFinder for the SAP® customer/supplier file optimally supports processes and tasks of your staff in sales, customer service and accounting. The specific characteristics are of course easily geared to individual needs and a control of the authorizations is possible. Consequently, every staff member receives an own view of all processes and documents.

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Customer File

All necessary documents, either owned by SAP® or external documents, can be searched and retrieved in one single, clear SAP® user interface: over the complete document flow in SAP® - from the inquiry, the offer, the order, delivery schedules and invoices of a customer. This facilitates and accelerates the access to information in your sales department, customer service and accounting.

In the overview screen a search according to various characteristics is possible very easily: search for customers, select document type, limit period. With only one click, all results are available clearly arranged.

For searches used more frequently, these search filter adjustments are individually storable for every user and are therefore directly addressable for recurrent information, e.g. “Show me the last offers to customer 1300”, “Show me all documentation of the last 14 days for customer 1200” etc.

After a jump into the details, all additional documents of the customer within the customer file are directly visible. A click on the single document leads to the index information of the SAP® document, an additional click opens the original document from the archive by the adequate display program directly in SAP®.

The speedy “browsing” through the customer file allows for a quick information search in the subsequent documents or also in other documents regarding the customer or rather debtor. Overall, this simply stands for a quicker information in SAP®.

Search less - find more!

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Supplier File

All required documents, either owned by SAP® or external documents, can be searched and retrieved in one single, clear SAP® user interface: over the complete document flow in SAP® - from the inquiry, the offer, the order, the delivery notes and invoices of a supplier. This facilitates and accelerates the access to information in your purchase and accounts department.

In the overview screen a search according to various characteristics is possible very easily: search for supplier, select document type, limit period. With only one click, all results are available clearly arranged.

For searches used more frequently, these search filter adjustments are individually storable for every user and are therefore directly addressable for recurrent information, e.g. “The last goods receipts of supplier 1300”, “All documentation of the last 14 days for supplier 1200” etc.

After a jump into the details, all additional documents of the supplier within the supplier file are directly available. A click on the single document leads to the index information of the SAP® document, an additional click opens the original document, as filed in the electronic archive, by the adequate display program directly in SAP®.

The speedy “browsing” through the supplier file allows for a quick information search in the subsequent documents or also in other (accompanying) documents regarding the supplier. Overall, this simply stands for a quicker information in SAP®.

Search less- find more!

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Download

For further information about DirectFinder you can download our pdf-files below.

Product brochure: [ Download PDF ]

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Webinar

Webinar

If you would like to learn more about DirectFinder and gain an insight into the functionality of the software in a concise online seminar, please arrange for your individual webinar appointment today!

Our specialists will be delighted to answer the questions of your specialty departments and will systematically respond to the demands of your company.

[ Request a date for a webinar now ]

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