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SAP® Business ONE Implementation

Book Description

Bring the power of SAP Enterprise Resource Planning to your small-midsize business

  • Get SAP B1 up and running quickly, optimize your business, inventory, and manage your warehouse
  • Understand how to run reports and take advantage of real-time information
  • Complete an express implementation from start to finish
  • Real-world examples with step-by-step explanations
  • In Detail

    SAP Business ONE brings the power of the SAP ERP platform to small and mid-size companies. It offers fast-growing companies the same ERP capabilities used in world-wide conglomerates and major corporations. SAP Business ONE is powerful, and to fully harness it takes careful planning.

    This book will provide you with a guide to install and implement SAP B1 in your business. It starts with the basic tasks of installing and configuring, but moves at a fast pace and goes on to cover topics such as advanced CRM, e-commerce, and modern Distribution Center configurations for inventory optimization and Warehouse Management.

    The book is divided into two main sections. The case study starts out in section one with an ad-hoc implementation of a simple Lemonade Stand business. This section is focused on getting SAP B1 up and running quickly. In the second section the Ad-Hoc Implementation is taken to the next level , and we professionally expand this idea and develop a Beverage Distribution Center with outsourced production. This includes advanced inventory optimization. The workflow is optimized using existing functionality and also using Add-Ons to expand the standard functionality and transform the generic SAP Business ONE business engine into an Industry Solution.

    The book is full of examples with detailed step-by-step explanations. We will be implementing a complete SAP Business System including add-ons as part of a case study.

    Finally we connect SAP to the Web and introduce a solution that presents SAP features in a web interface with real-time integration. The book is completed with a chapter focusing on growth. Franchise architecture for SAP Business ONE is introduced and applied to the case study to help you learn how to get started with this.

    Each chapter has a section that assists you with applying knowledge for your own project. You will have your business set up and ready to go by the time you complete this book.

    Table of Contents

    1. SAP® Business ONE Implementation
    2. Credits
    3. About the author
    4. About the reviewers
    5. Preface
      1. What this book covers
          1. Section 1 — SAP Express Implementation
          2. Section 2 — Implementing SAP Business ONE in your own Company
      2. What you need for this book
      3. Who this book is for
      4. Conventions
      5. Reader feedback
      6. Customer support
        1. Errata
        2. Piracy
        3. Questions
    6. 1. Getting Ready to Implement SAP Business ONE
      1. Setting the stage for the book—how does your business "tick"
        1. Sales leads and follow-up
        2. Delivery
        3. Inventory
        4. Warehouse
        5. Service and support
        6. Manufacturing
        7. E-commerce
        8. Industry
        9. ROI and budget for your own system
      2. What this chapter will cover
      3. Toolbox for your business
        1. Identify the problem areas—asking the right questions
        2. Solutions for problem areas—paper and pencil
        3. Proven examples—case study
        4. Fix It—project plan and tips
      4. The case study—why your company is like the "Lemonade Stand"
      5. Start with a piece of paper
      6. SAP Business ONE—a business engine
      7. Introducing key terms and concepts
        1. Real-time information instead of islands of data
        2. Positioning SAP Business ONE against mySAP—All-In-One and Business ByDesign
          1. Real-world note
            1. Business hell versus profitable growth
        3. What is profitable growth
        4. What is real time
        5. Establish metrics—the cost of no investment
        6. Designing "metrics" for your own business
        7. What is prototyping
        8. The virtual enterprise
        9. SAP 100-word definition of SAP Business ONE
        10. Why projects fail?
      8. Summary
    7. 2. SAP Business ONE Express Implementation Walk-through
      1. Configuring a new SAP Business ONE company Lemonade Stand Inc.
        1. Prerequisites for the case study
        2. Options to configure a system quickly
          1. The ad hoc prototyping method
          2. Use a template database
          3. Use an industry solution
          4. Perform a thorough analysis
        3. Problems with this simple example
      2. Future way for SAP implementation
      3. Your own project
      4. The Lemonade Stand case study
        1. Company Name
        2. Database Name
        3. Local Settings
        4. Chart of Accounts
        5. Base Language
        6. Define Posting Periods
        7. Walk-through configuration
        8. Choose Company
        9. Exchange Rates and Indexes
        10. Company details and settings
          1. Company details
        11. What is the valuation method?
        12. Essential configuration parameters
          1. G/L Account Determination
          2. Default payment terms for banking
          3. Tax
          4. Payment terms for customers and vendors
          5. Setting the stock system
      5. Getting ready for transactions
        1. Business partners and marketing documents
        2. Office integration
        3. Don't rush—details will always catch up
        4. Business partner master data
        5. Add sales people
        6. Item groups
        7. Almost done
        8. Sales stages
        9. Entering master data
      6. Transaction digestion
      7. Summary
    8. 3. Reporting and Analysis: Getting Ready for Growth
      1. Reporting architecture
        1. Reporting requires a forward-looking vision
        2. Real-time reporting
        3. What is BI—business intelligence?
        4. The difference between data and information
      2. User-defined fields
        1. API programming and certified add-ons
        2. How to create a UDF?
        3. Adding a UDF to Marketing Documents
        4. How can the new field be used for reporting?
        5. Developing an efficient UDF concept
      3. Components of a reporting strategy
        1. Establishing the data collection framework for your project
        2. Report delivery based on information requirements
      4. SAP Business ONE reporting tools "hands-on"
        1. SQL for managers
          1. Using the Query Generator
          2. Using the Query Wizard
        2. Drag and relate
        3. Alert system
      5. XL Reporter and Crystal Reports
        1. XL Reporter add-on
      6. Summary
    9. 4. Creating a Project Plan using the SAP Accelerated Implementation Plan
      1. Project management background
        1. Let's define the goal
        2. Project codename
        3. Task lists
        4. The limited resources
        5. Progress reporting and controlling using checklists
        6. Project management resources
      2. Step-by-step SAP project plan preparation
        1. Hands-on activity
        2. How to speed things up?
        3. The perfect project
        4. The SAP procedural model
        5. The big SAP "procedural model"
        6. The SAP Accelerated Implementation Program
        7. Project milestones based on the Implementation Blueprint
          1. Phase 1: Handover from Evaluation
            1. Handover
            2. Kick-off meeting
            3. Create a project binder
          2. Hands-on again—starting your implementation blueprint
          3. Project binder and documents
          4. Documents for tasks
            1. Phase 1 documents
            2. Phase 2 documents
            3. Phase 3 documents
            4. Phase 4 documents
            5. Phase 5 documents
            6. Project plan for Phase 1
          5. Phase 2: Analysis and Design
            1. Dividing the analysis into subjects
            2. Project plan for Phase 2
          6. Phase 3, 4, and 5: Installation and Customization, Handover, and Training
            1. Project Plan for Phase 3
            2. Project plan for Phase 4
            3. Project plan for Phase 5
          7. The project plan—the main outline
            1. The project plan and issue log management
      3. Summary
    10. 5. Business Process Analysis and SMBs
      1. Business Process Analysis and SMBs
        1. Being a business architect for your own SAP solution
        2. Business process analysis is used for strategy
        3. Business process analysis is used for requirements analysis
        4. How to talk to your ERP system
      2. Using business process analysis tools for your business
        1. Time-lined organizational chart
        2. "Lemonade Stand"—key success factors
        3. Defining your own "key success factors"
        4. The Lemonade Stand strategy
        5. Your own "strategy"
        6. The Lemonade Stand "time-lined organizational chart"
        7. Your own "time-lined organizational chart"
        8. Painting a coherent picture from a set of yellow sticky notes
      3. The "international language of ERP"
        1. The EPC "Event-driven Process Chain" notation
        2. What is a process?
        3. Designing the "core processes" for your business
        4. Sales process and distribution center core processes for the "Lemonade Stand"
        5. Finalizing your own "core processes"
      4. Project status—where are we now?
        1. Phase 1: Handover from Evaluation "Lemonade Stand"
        2. Phase 1: Your project
        3. Phase 2: Analysis and Design "Lemonade Stand"
        4. Phase 2: Your project
        5. Phase 2: Process analysis results "Lemonade Stand"
          1. The sales process chart
          2. The service call process chart
          3. The purchase order process chart
          4. The MRP
          5. The warehouse process
          6. Putting it all together for your own project
      5. Phase 2 "Analysis and Design" completion
        1. Solution architecture for "The Lemonade Stand"
          1. Define authorizations and data ownership
        2. Master data
      6. Summary
    11. 6. Implementing an Integrated Sales Strategy
      1. What you will learn about SAP Business ONE sales in this chapter
        1. History of CRM
        2. Positioning CRM in your company
          1. Customer touch points
        3. CRM is a strategy
          1. Integrated information and data discipline for reporting
          2. Defined workflow
          3. Collaborative team work
          4. Summarizing the success factors for a CRM strategy
          5. The "360 +ONE" sales strategy
      2. Implementing the 360 +ONE sales strategy with SAP Business ONE
        1. Integrated sales workflow
        2. Consistent workflow—sales stages
        3. Sales opportunities
          1. Sales stages
          2. Sales quotation
        4. Configuring alternative items
        5. Configuring volume discounts
        6. Collaboration activities
        7. Sales opportunities and service calls
      3. Summary of the SAP CRM workflow
      4. Sales opportunity reports
      5. Critical analysis of the SAP Business ONE sales functionality
      6. Summary
    12. 7. Logistics and Supply Chain Management
      1. Goals of this chapter
      2. Logistics key terms
        1. Current trends and success factors
        2. Logistics success factors
          1. Green-information-collaboration
          2. Inventory optimization = investment optimization
          3. Lead time management
          4. Warehouse management
          5. Barcode system to minimize errors
          6. RFID—the next generation barcode
          7. EDI
      3. Project plan progress
      4. What to do now in your own project
      5. Case study—inventory optimization and warehouse management
      6. Inventory forecasting with SAP Business ONE
        1. SAP MRP
          1. SAP MRP forecasts
          2. Item master settings for MRP
          3. Change Log—a hidden but sophisticated feature
          4. Document Settings—the driver for inventory and warehouse management
          5. SAP MRP wizard
        2. Problems with the SAP Standard MRP planning method
        3. Advanced inventory optimization
        4. Inventory optimization—establishing stocking value
      7. Purchase order cycle and warehouse management
      8. Inventory valuation and General Ledger postings
        1. Moving Average
        2. Standard
        3. FIFO
      9. Goods receipt processing in SAP
      10. Delivery processing in SAP
        1. Package definition
        2. Processing a delivery using packages
      11. Integrating barcode and warehouse management
        1. Advanced warehouse management
        2. Warehouse mobile scanner solution
        3. Distribution platform
        4. How does the logistics integration system work
      12. Summary
    13. 8. Competitive Service and Contract Management
      1. What we will learn in this chapter
      2. Key terms
        1. Service contract templates
          1. Serial number contract
          2. Customer contract
          3. Item group contract
        2. Customer equipment card
        3. Service calls
        4. Queues
        5. Knowledge base
      3. Core features
      4. Project plan status
      5. Your project
      6. Case study—step-by-step implementation
      7. Summary of the service workflow
      8. Service reports
      9. Limitations
      10. Job Costing add-on by Enprise
      11. Advanced service functionality using ServiceONE by Navigator
        1. Optimized SAP form views
        2. Field service
        3. Billing and revenue recognition
      12. SAP service module functionality available via add-ons
      13. Summary
    14. 9. Data Migration Scenarios:What to Migrate and How
      1. What you will learn about data migration
      2. The project plan
      3. Data sources—where is my data
        1. Microsoft Excel and text data migration
        2. Microsoft Access
        3. SQL
        4. SaaS (Netsuite, Salesforce)
        5. Other legacy data
        6. AS/400 or Mainframe
        7. Peachtree, QuickBooks, and Act!
      4. Data classification in SAP Business ONE
        1. Master data
        2. Transaction data
        3. SAP DI-API
      5. Migration scenarios and key decisions
        1. New company (start-up)
        2. Islands of data scenario
        3. IBM legacy data migration
        4. SQL migration
      6. Process of migration for your project
      7. SAP standard import features
        1. Standard import/export features—walk-through
        2. Standard import/export features for your own project
      8. Data Migration Workbench (DTW)
        1. The DTW templates and business objects
        2. Connecting to DTW
        3. The DTW examples and templates
        4. DTW for your own project
      9. Advanced data migration tools: xFusion Studio
          1. xFusion packs save migration knowledge
          2. Data "massaging" using SQL
          3. Working with xFusion
      10. Tips and recommendations for your own project
        1. Common issues
        2. Recommendation
      11. Case study
        1. Importing sales opportunities for the Lemonade Stand
        2. Specifying source and target
        3. Selecting the target "business object"
        4. Data mapping
        5. Review the data transfer in SAP
      12. Summary
    15. 10. Consolidated Reporting and Dashboard Design
      1. What you will learn about reporting in this chapter
      2. The project plan
      3. Reporting strategy for your own project
      4. Standard terms related to reporting
        1. SQL, query, and stored procedure
        2. Crystal Reports
        3. Data warehousing
      5. SAP reporting components
        1. Reports in SAP Business ONE
        2. Drag and relate
        3. Queries
        4. Formatted Search
        5. XL Reporter
        6. Crystal Reports
      6. Report design from information requirement to query and report
        1. Canned reports in SAP
        2. Queries
        3. Excel or Crystal
        4. Information requirement (list, summary, monthly, real-time, and presentation)
        5. Budget activation and budget reporting for your own business—the center of every reporting strategy
      7. SAP Crystal Reports add-on
        1. The Crystal Reports add-on
        2. Crystal Reports add-on installation
      8. SAP XL Reporter
        1. XL Reporter design process
          1. Open the Report Organizer
          2. Open the Report Composer
          3. Drag report dimensions into lower pane
          4. Create a report using Report Generator
          5. Save the report
          6. Import into Report Manager
          7. Update the SAP menu
          8. Evaluate sample reports
          9. Your own project
      9. CrystalWave reporting
        1. General settings
        2. Delivery options
        3. Printing preferences
        4. Example email creation
        5. CrystalWave summary
      10. Case study (the XL Reporter dashboard)
      11. Summary
    16. 11. E-commerce and Web Sales
      1. What you will learn in this chapter about SAP web technologies
      2. The project plan
        1. E-commerce
        2. Service automation
        3. Mobile sales automation
        4. Supply chain integration
        5. End-to-end integration
        6. Updated project plan
      3. Using web sales technologies in your own project
        1. Real-time integration
        2. Synchronized or offline integration
        3. Status
      4. Standard terms related to e-commerce and web sales
        1. Hosting
        2. Shopping cart
        3. Amazon AWS
        4. Firewall
        5. Security and SSL certificates
      5. SAP web tools
      6. A real-time solution
      7. Case study
        1. The N2ONE Portal application and its workflow
          1. Generate a store
          2. Show the retail price list by default
          3. Register via the Web
          4. Receive alerts in SAP
          5. Approve BP for relevant price list
          6. BP logs in and gets assigned pricing based on price list
          7. Orders and service calls can be placed based on price list
          8. "My Account" will show order history
          9. Dynamic newsletter will update a list based on buying behavior
      8. Summary
    17. 12. Managing Growth:Franchising Example
      1. What you will learn in this chapter about multilevel SAP Business ONE implementations
      2. The project plan and managing growth
      3. Franchise processes
        1. Organizational architecture
        2. Multilevel sales
        3. Storefronts
        4. Distribution center back end
        5. Integration with the SAP Business Suite
      4. Standard terms related to larger SAP Business ONE rollouts and integration with the SAP Business Suite
        1. Inter-company transactions
        2. Real-time and asynchronous middleware
        3. ETL (Extract-Transform-Load)
        4. The SAP Business Suite
        5. SAP Netweaver
        6. SAP Business ONE integration platform
      5. Framework for franchise organizations
        1. Distribution center with inventory optimization and warehouse management
        2. Storefront with industry settings and POS
        3. Web enterprise solution based on the N2ONE Portal
        4. iBolt middleware by Magic
        5. SAP Netweaver
        6. Three-layered approach for your franchise framework
      6. What to do in your own project
      7. Case study
        1. Template
        2. Swimlane processes
      8. Summary