SAP Business One Workflow Automation
Turn SAP Business One into an Automated Growth Engine
aclaros automates repetitive tasks, document generation, and cross-company data flows inside SAP Business One, so your business processes run faster, error-free, and at scale.
Manual Work is Capping How Fast You Can Grow
As your business grows, manual tasks grow with it, until paperwork, not capacity, becomes the ceiling. Unlocking true operational efficiency requires shifting from manual processing to automated workflows that let SAP Business One do the heavy lifting.
Manual Work Today
- Data rekeyed from one document to the next
- Approvals sit for days waiting on the right person
- Costly mistakes in invoicing, compliance, and reporting
- No clear audit trail of who did what and when
- Can’t scale without hiring
- Zero visibility into process inefficiencies
With aclaros Workflow Automation
- Documents generate themselves across your SAP modules
- Approvals and handoffs move in minutes, even remotely
- Consistent business processes with built-in business rules
- Full visibility with automated logging and human oversight
- Rising volume absorbed without new headcount
- Complete cycle-time tracking to drive organizational success
Native Document Automation for SAP Business One
SAP Document Workflow Automation is aclaros’ packaged solution designed to automate processes across your entire SAP ecosystem. It automatically generates sales and purchasing documents while synchronizing master data across entities, keeping your entire document chain and records moving with little to no manual entry.
It runs on SAP’s built-in Integration Framework (B1iF), meaning no third-party middleware to license, host, or manage. Your data stays securely inside a centralized platform.
Streamline
Operations
Automate business processes end-to-end to eliminate manual entry and accelerate throughput.
Real-Time
Data Sync
Keep master data and document chains aligned across multi-entity SAP Business One environments, so everyone works from current, consistent information.
Enhanced Customer
Experience
Complete orders accurately and on time, eliminating fulfillment friction and boosting customer satisfaction.
Customizable
Workflows
Retain your existing workflows while overlaying custom business rules using flexible mapping.
Powered by SAP
Technology
Maximize native integration capabilities with zero extra middleware or external vulnerability risks.
Affordable &
Flexible
License per company rather than per user, so pricing scales with your business, not your headcount.
Out-of-the-Box SAP Workflow Automation Scenarios
Here is what SAP ERP workflow automation looks like in practice. A user enters one document, and the integration generates the rest. Anything marked with a star is created automatically. These four scenarios run out of the box.
Document Automation
Feature Sheet
Every default scenario, benefit, and technical detail in one PDF,
ready to share with your team.
1
Intercompany Buying & Selling
Purchase orders, deliveries, and invoices are mirrored automatically between two companies. No double entry, no timing mismatches, and clean reconciliation at period end.
Company 1
Purchase Order
Goods Receipt PO
AP Invoice
Company 2
Sales Order
Delivery
AR Invoice
2
Master Data Sync
Item master, bills of material, and business partner data replicated across companies.
Company 1
Item Master Data
Bills of Materials
Business Partner Master Data
Company 2
Item Master Data
Bills of Materials
Business Partner Master Data
3
Third Party & Drop Shipment
One manual entry, the sales order. The vendor’s shipping confirmation triggers the delivery, and both invoices are created automatically, even though goods never touch your warehouse.
Sales Side
Sales Order
Delivery
AR Invoice
Procurement Side
Purchase Order
Confirmation of Delivery(GRPO)
AP Invoice
4
Logistics & Billing Completion
Sales and purchasing chains, from order to delivery to invoice, completed automatically.
Sales Order
Delivery
AR Invoice
Purchase Order
Goods Receipt PO
AP Invoice
Missing a scenario? We configure it. Custom flows are an extension of the packaged solution, never a prerequisite to getting started.
Exchange Rate Automation for SAP B1
Eliminate manual foreign exchange updates with automated daily imports directly into SAP Business One.
Import daily closing exchange rates from official central bank sources. Rates post daily, populate seven days forward, and auto-correct every morning to keep currency documents, journal entries, and financial statements perfectly balanced.
Audit-Ready Compliance
Satisfies CRA, IRS, ASPE, IFRS, and US GAAP requirements for foreign currency conversions.
Complete Traceability
Every rate import is logged with timestamped tracking to eliminate audit penalties and restatements.
Exchange Rate Automation
Feature Sheet
The daily import mechanic, compliance detail, and audit-ready posting in one PDF.
Real Results
How Canadian Livestock Veterinarians Scaled Without Scaling Headcount
The Challenge
Canadian Livestock Veterinarians, a national multi-species veterinary practice, was growing rapidly, but order intake across a widening network of drop-ship locations was tied to spreadsheets and email, costing hours of manual entry and eroding trust in the numbers. The team was strong, but the systems couldn’t keep up.
The Solution
aclaros connected a centralized eCommerce platform to SAP Business One and automated the full document chain, from sales order through AR/AP invoices. Because the model is drop-ship, almost no SAP transaction needs manual value-add.
4
15
drop-ship
locations
+36%
sales volume in
2 years
~$75K
annual labour savings
(1.5 FTEs)
~33,000
documents auto-
generated
~95%
of invoices created by
automation
“To keep learning, keep improving, and keep building systems that empower our people to do their best work.”
Sherri McLeod
Head of Finance, South West Veterinary Clinic
More than a Vendor
Why Choose aclaros as Your SAP Business One Partner
You aren’t just deploying a software tool, you’re partnering with ERP architects who have spent 20+ years helping businesses optimize their SAP Business One.
We don’t build generic connectors, we build for long-term self-sufficiency. Our goal is for your team to run day-to-day business operations on its own. You monitor logs and retry failed transactions, while aclaros steps in for major issues and growth projects like adding new scenarios or companies. That makes the relationship a growth path, not a dependency.
- SAP Platinum Partner Status
- Member of United VARs Alliance
- 100% aclaros-Built IP, Running on SAP-Native Technology
- Proven, Repeatable Fixed-Fee Implementation
How We Deliver Our
Fixed-Fee Implementation
Integration projects stall on two fears: unpredictable cost and open-ended scope. aclaros removes both. Standard packages are implemented at a fixed fee, and licensing is a per-company subscription, so the price doesn’t climb as you add users.
Built for the Teams that
Live In SAP Business One
Connect with aclaros
Ready to Elevate Your Business Process Automation?
Align your SAP environment with your evolving business requirements. aclaros helps automate manual processes to maximize organizational efficiency and workflow performance, driving measurable improvements from day one.
FAQs
Get More from SAP Business One Automation
Eliminate manual data entry, reduce operational costs, and position your business for scalable growth with packaged workflow automation from aclaros.
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