SAP Business ONE Implementation. Bring the power of SAP Enterprise Resource Planning to your small-midsize business with SAP Business ONE using this book and Wolfgang Niefert

Spis treści książki

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

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