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Take Control Save Time Transform ® for Microsoft Dynamics ® PrecisionForms ™ Simple, smarter document design and output management
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 Management Solutions, Specialist, Agility Business Solutions
Reduce implementation and migration times from weeks to days
Enhance Dynamics AX forms and reports
Optimise business communications tailored to customer needs, increasing customer 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 implementation of your forms within Dynamics AX. By simplifying the process, technical consulting costs are reduced, the project delivery is quicker and risks are minimised during the implementation phase.
Within days, you can have PrecisionForms live in your Dynamics AX environment, 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.
Enhance Microsoft Dynamics AX Forms & Reports
The PrecisionForms Designer enables the creation of dynamic invoices, checks, purchase orders, bills of lading and other documents without complex Dynamics AX programming or application changes. With PrecisionForms Designer, users can add logos, graphics, barcodes, signatures, colours, fonts and conditional logic to Dynamics AX forms. The intuitive graphical design interface empowers non-technical staff to design forms, giving control to those who understand the document and business needs best.
Create more functional, professional looking documents and distribute through print, fax, email, web or Microsoft SharePoint.
PrecisionForms delivers complete automation for design, distribution and storage of transactional
documents. Supported by tight integration with your critical business applications like Micrsoft Dynamics AX and Microsoft SharePoint
®
, PrecisionForms is a powerful solution.
Before & After Rules-Based Document Customisation & Delivery
Simplify Designing High Quality Branded Output
PrecisionForms ease-of-use extends to the application interface as well. When producing documents, PrecisionForms shares the same familiar Dynamics AX user experience, maximising efficiency with minimal training. When form customisations are needed, the convenient ‘drag & drop’ designer allows even non-technical staff to tailor and view reports. The intuitive interface makes designing and editing Forms simple with the ability to view the final document during design.
Optimise Business Communications
When working within a global network of employees, customers and partners, PrecisionForms makes it easy for organisations to communicate and maintain document-centric business processes by supporting text localisation for the most popular worldwide languages. By tailoring communications in the format and time your vendors need, you’ll increase engagement and profitability. PrecisionForms gives you greater visibility of all outbound communications, offering a complete audit trail. And with PrecisionForms expanded integration with 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
Process workflows are all built into the PrecisionForms design environment. With only one application to learn, users can build portable solutions and improve their business communications without costly changes to other applications.
Users can generate and automatically distribute multiple documents electronically or by print. With a high volume of transactional documents, you need a high level of visibility across document workflow. 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
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
PrecisionForms Sales Invoice Report
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. Organisations trust Bottomline to meet their needs for cost reduction, competitive differentiation and optimisation of working capital. Headquartered in the United States, Bottomline also maintains offices in Europe and Asia-Pacific.
For more information, visit www.bottomline.co.uk
Why Bottomline?
For more than 20 years, Bottomline has delivered software applications that optimise 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.
© Copyright 2015. Bottomline Technologies, Inc. All rights reserved. Bottomline Technologies and the BT logo is a trademark of Bottomline Technologies, Inc. and may be registered in certain jurisdictions. All other brand/product names are the property of their respective holders. REV100415
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