SAP Business ONE Implementation电子书

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 book—how 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 areas—asking the right questions

Solutions for problem areas—paper and pencil

Proven examples—case study

Fix It—project plan and tips

The case study—why your company is like the "Lemonade Stand"

Start with a piece of paper

SAP Business ONE—a business engine

Introducing key terms and concepts

Real-time information instead of islands of data

Positioning SAP Business ONE against mySAP—All-In-One and Business ByDesign

Real-world note

Business hell versus profitable growth

What is profitable growth

What is real time

Establish metrics—the 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

Don't rush—details 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 BI—business 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 again—starting 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 plan—the 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 status—where 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 workflow—sales 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

RFID—the next generation barcode

EDI

Project plan progress

What to do now in your own project

Case study—inventory optimization and warehouse management

Inventory forecasting with SAP Business ONE

SAP MRP

SAP MRP forecasts

Item master settings for MRP

Change Log—a hidden but sophisticated feature

Document Settings—the driver for inventory and warehouse management

SAP MRP wizard

Problems with the SAP Standard MRP planning method

Advanced inventory optimization

Inventory optimization—establishing 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 study—step-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 sources—where 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 features—walk-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 business—the 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