Document Content & Output Management

Features

• Multiple forms available out of the box (see below)
• The generated PDF can be automatically:
  • Displayed to screen
  • Sent to a printer
  • Emailed
  • Saved as content in an indexed SharePoint library
• Different formats can be generated based on business rules. For example different shipping and invoice formats for domestic versus export.
• PDF documents are generated from standard G2 print functions within G2 using standard G2 business logic.
• Document generation error handling and tracking ensures you know what was generated and when, and, also when things failed and why.
• Documents may include QR codes or barcodes.
• Watermarks (i.e., Duplicate, Amendment, etc.) are displayed on documents based on standard G2 business logic.
• Once the PDF is in SharePoint, capabilities like PowerAutomate and other tools can be used to create document approval and management workflows.
• Provides for rapid implementations, requiring minimum resource and no need for specialized skills:
  • Out of the box integration to O365 and SharePoint.
  • A simple import process provides for quick implementation of custom layouts provided by CrescentOne.

Standard Documents Supported

• Accounts Payable Check
• Accounts Payable Remittance Advice
• Blanket Order
• Pull Ticket
• Move Ticket
• Inventory Inquiry
• Purchase Order
• Purchase Order Move Ticket
• Purchase Requisition
• Supplier Returns
• Sales Order Acknowledgment
• Sales Order Pick-list
• Sales Order Pack-list
• Sales Order Pack Slip
• Bill of Lading
• Shipping Label
• Sales Invoice
• Credit Memo
• Debit Memo
• Customer Statement
• Return Goods Authorization
• Return Goods Authorization Receipt
• Shop Packet
• Work Order Clock On Operation Star Ticket
• Work Order Clock Off Next Operation Ticket
• Work Order Clock Off Completion Ticket
• Work Order Pick-list
• Work Order Pick-list Exceptions
• Work Order Pull-Ticket
• Work Order Pull-Ticket Exceptions