Edition 2013 Q 2 Intended audience SAP Business
Edition 2013 Q 2 Intended audience: SAP Business One customers, prospects, and SAP partners © 2013 SAP AG. All rights reserved. 1
Company Profile © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 2
Company Profile �������� We are conveniently located on 6 th floor, Q House Ploenchit Building on Ploenchit ����� Road. It is easily accessible by the BTS (Phloen Chit Station). It takes seconds walking from the station to the building. Only 5 minutes to main shopping area in Bangkok, less than 10 minutes to the nearest expressway and 40 minutes to Suvarnabhumi International Airport. It is strategically located in the heart of Bangkok’s CBD area. At INC, our modern, elegant and comfortable office atmosphere is suitable for any working styles. Our center is fully equipped with functions that facilitate your work. You can be ensure that our services meet your requirement, with high technologies communication systems and professional staff to serve you as needed. Our stylish and classy reception and waiting area is the first point of contact for you and your clients. We have the well trained staff that are willing to assist you. Whatever you need, just let us know! Here we have 41 fully furnished office suites in different sizes which are suitable for 2 up to 8 people. Also, there are fully equipped of 3 meeting rooms and 1 training room, business lounge and pantry to serve you. © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 3
Site Reference Sam Yarn Co. , Ltd. © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 5
Associated company Hua Lampong Co. , Ltd. HLP is a mobile application development firm, established in 2008 in Bangkok, Thailand, with experiences in designing and developing applications for smartphone platforms for global companies. With expertise in information architecture and user interface design, HLP creates the ultimate user experience to serve our clients and users. In the past several years, HLP has earned trust and confidence among global smartphone companies, namely Nokia, Samsung, and Blackberry, as well as top local compapies, including Central Group, Major Cineplex, and Nation Multimedia Group. We have also been in cooperation with a Thai governmental agency, Tourism Authority of Thailand, in developing mobile phone applications and smartphone solutions. HLP is a founder of MOLOME, a worldwide photo-sharing platform with more than a million users engaging in social sharing activities on i. OS, Android, Blackberry, Symbian and Windows Phone. © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 6
Site Reference Hua Lampong Co. , Ltd. © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 7
Our Site References SAP Business One Luna Leena Co. , Ltd. © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 8
Our Site References (Continual) SAP V. R 3 & ECC 6 Microsoft Business Solution Navision Chiangmai Siam T. V. Co. , Ltd. © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 9
Who using SAP Business One in Thailand © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 10
What’s ERP ? ERP = Enterprise Resource Planning is a cross-functional enterprise system driven by an integrated suite of software modules that supports the basic internal business processes of a company. ERP gives a company an integrated real-time view of its core business processes such as production, order processing, and inventory management, tied together by ERP applications software and a common database maintained by a database management systems. ERP systems track business resources (such as cash, raw materials, and production capacity) and the status of commitments made by the business (such as customer orders, purchase orders, and employee payroll), no matter which department (manufacturing, purchasing, sales, accounting, and so on) has entered the data into the system. ERP facilitates information flow between all business functions inside the organization, and manages connections to outside stakeholders. © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 11
Positioning of SAP Business One Most scalable: Ideal for ME companies with highly industryspecific needs; Hosting option available Midsize Easiest to consume: Ideal for ME companies Companies preferring “no IT”; Available on demand only Most affordable: Ideal for growing SE needing an entry-level ERP; Available on premise or hosted by partners On Premise © 2013 SAP AG. All rights reserved. Small Businesses Cloud/On-Demand This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 12
A compact business solution stack Manage TCO Enhance solution enablement for partners Extend the solution scope Orchestrate integration and collaboration Cover standard business processes end-to-end Full flexibility on deployment © 2013 SAP AG. All rights reserved. Run completely on inmemory technology (optional) This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 13
SAP Business One SAP’s best selling ERP solution by number of customers More than 38, 000 customers 550, 000 Users 120+ countries where SAP Business One is used 41 Country localizations and 27 Languages ~635 Value added partners worldwide ~300 Software Solution Partners with 500+ solutions 57, 000+ 300+ © 2013 SAP AG. All rights reserved. installations of App for i. Phone & i. Pad large enterprises running SAP Business One in 2, 000+ subsidiaries This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 14
On-premise / Lifecycle management On-demand SAP Business One used in 120+ countries Integration Mobile Localizations Partner solutions Core SAP HANA Current localizations Australia Austria Belgium Brazil Canada Chile China Costa Rica Cyprus Czech Republic Denmark Finland France Germany Guatemala Hong Kong Hungary India Ireland Israel Current languages Italy Japan Mexico Netherlands New Zealand Norway Panama Poland Portugal Puerto Rico Russia Singapore Slovakia South Africa South Korea Spain Sweden Switzerland Turkey United Kingdom USA Non-localized countries Arabic, Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch, English (UK), English (US), Finnish, French, German, Greek, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese (Brazil), Portuguese (Portugal), Russian, Slovak, Spanish (Latin America), Spanish (Spain), Swedish, Turkish Various countries/regions use other localizations or Partner solutions for SAP Business One Solution today © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 15
SAP Business One Philosophy Ease of Implementation Easy to Use Low Cost of Ownership © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 16
On-premise / Lifecycle management On-demand SAP Business One key functions SAP Business One Client Financials • • • • • Chart of accounts Journal entries Posting templates Recurring postings Exchange rates in multiple currencies Financial reports Budget mgmt Cost accounting Multiple posting periods Incoming payments Outgoing payments Payment run Bank statement processing Checks Credits Deferred payments Account reconciliation DATEV / ELSTER Fixed Assets SEPA ภาษเงนไดรอการตดบญ ช Mobile Sales • • • • • Opportunity and pipeline mgmt Contact mgmt Activities mgmt Calendar Campaign mgmt Blanket agreements Quotations Purchase orders Deliveries Returns Invoices Dunning Price lists in multiple currencies Special prices Period and volume discounts Customer mgmt Gross profit calculation Microsoft Office integration © 2013 SAP AG. All rights reserved. Service • • • Service mgmt • Service planning • • Tracking across multiple customer • interactions • Equipment card • handling • Service Dashboards • Service contracts • Mobile Interaction Recurring • transactions Human resource • integration • Knowledge database • Service calendar • Service call • processing Analytics / Dashboards Purchasing Purchase request • Purchase quotations • Web-enabled RFQ • Purchase orders • Goods receipt POs • Goods returns • A/P Invoice • A/P Reserve Invoice • Down-payment • Invoice/Request • Cancel Marketing • Documents • A/P credit memos • Landed costs • Intrastat • Import Process Workflow Integration Mobile Localizations Partner solutions Core SAP HANA Multilingualism / Localizations Inventory Production Item mgmt • Item lists • Price lists • Goods receipts • Goods issues • Inventory transactions • Transfers Serial number mgmt • Batch number mgmt • Pick and pack Recurring transactions • • Inventory Tracking • Bin Location • Multiple Measurements • Inventory Counting • Bills of material Item Sets Production orders Goods issues Goods receipts Production Dashboards GL Account Determination Life Cycle mgmt Item cost calculation Forecasts MRP Drop Ship Make to order Order recommendations This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 17
On-premise / Lifecycle management On-demand Subsidiary and intercompany integration Integration Mobile Localizations Partner solutions Core SAP HANA Two scenarios, based on the integration framework of SAP Business One SAP Business Suite SAP Business One Integration for SAP Net. Weaver SAP Business One Intercompany Integration Solution for SAP Business One Highlights: • Integrates SAP Business One running in subsidiaries* with SAP Business Suite components in headquarters location • Data harmonization, financial consolidation, business process standardization, and supply chain optimization • Pre-configured scenarios and customer-specific content • Manages intercompany transactions between partner companies, running different SAP Business One installations • Financial transactions and consolidation across SAP Business One systems, delivered out-of-the-box • Automated complex business processes Solution today * Including branches or franchisees of large enterprises © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 20
On-premise / Lifecycle management On-demand Complementary solutions Integration Mobile Localizations Partner solutions Core SAP HANA Extend SAP Business One functions with solutions developed by Software Solution Partners (SSPs) • SSP’s have the industry expertise and the customer focus to offer proven, affordable, industry-specific, and horizontal solutions designed to work with SAP Business One • Complementary solutions are fully integrated into SAP Business One and certified by SAP • Deployed on-premise, on-demand, or for SAP Business One, version for SAP HANA Industry solutions Horizontal extensions Going beyond generic business needs such as in Cover business needs for industries such as • • Automotive Chemicals Consumer products Engineering, construction, and operations • Healthcare • Pharmaceuticals • SCM • High tech • Industrial machinery and components • Media • Mill products • Professional services • Retail • Wholesale distribution • Discrete and process manufacturing • • • Productivity Accounting Payment Enhanced CRM Reporting Mobility Solution today © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 21
On-premise / Lifecycle management On-demand Mobile solutions Integration Mobile Localizations Partner solutions Core SAP HANA Scope Key benefits • SAP Business One for i. Phone and i. Pad covers all important business processes, as well as supports ease in extensibility • Better informed employees with access to the most relevant data • Software Solution Partners co-innovate and distribute apps for Industries, business processes or specific technical approaches on various platforms • Managers, executives, sales reps, and service techs stay informed about their business, view reports, manage contacts, and handle sales and service activities • Real time business decisions anytime, anywhere • Higher productivity More information: Introduction of SAP Business One for i. Phone and i. Pad (scope, details, and free trial) SAP Store - Business mobile apps from SAP and partners Solution today © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 22
Clear and solid Product Road Map Schematic illustration of major deliveries according to current planning. Planned innovations * Concrete version numbers and names are subject to be defined later. © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 23
Screen and Report Samples (1) © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 24
Screen and Report Samples (2) © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 25
Company Dashboard Financial Ratio © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 26
Analysis By Region XCelsius Report Sample © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 27
Profitability Analysis XCelsius Report Sample © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 28
Labor Market © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 29
Labor Market © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 30
Salary Report Ref : http: //www. adecco. th/Adecco-Thailand-Salary. Guide-2013/Page-1. html © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 31
Salary Report Ref : http: //www. adecco. th/Adecco-Thailand-Salary. Guide-2013/Page-1. html © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 32
Implementation Tools: Implementation Methodology SAP Business One © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 33
Engagement of Implementation Consultant Partner organization Contract and Licenses Implementation and Support End Customer © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 34
AIP Implementation Methodology Project Phases Handover from Sales Handover to Support Milestones © 2013 SAP AG. All rights reserved. Milestones This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 35
Project Preparation Customer transitions from the sales cycle to implementation mode n Key Activities: § Handover from sales § Project plan § Kick-off meeting § Delivery and installation of SAP Business One software © 2013 SAP AG. All rights reserved. The AIP methodology provides sample templates for a presales business analysis, handover from sales meeting, project plan, and kick-off meeting. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 36
Kick-off Meeting Presentation Template order 1 Introduction and Project Goals 2 Project Plan 3 Project Team Organization 4 Project Scope 5 Project Team Roles 6 Project Procedures © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 37
Demo: Project Plan Templates © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 38
Business Blueprint Focus is detailed analysis of customer’s business processes n. Key Activities: § Business processes analysis workshops § Business blueprint © 2013 SAP AG. All rights reserved. The AIP methodology provides templates for assessing business processes This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 39
Business Blueprint - Milestones 2. 1 Requirements gathering workshops conducted with customer 2. 2 Business Blueprint defined and accepted by customer 2. 3 Changes to project scope and timeline agreed with customer 2. 4 Phase sign-off by customer © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 40
Requirements Gathering Workshops Client Leads Client Business Processes Sales Purchasing Financials and Accounting Inventory Management Production and MRP Master Data? Service? © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 41
Light & Music Sales Process Activity Sales Order © 2013 SAP AG. All rights reserved. Sales Opportunity. Sales Quotation Delivery A/R Invoice Incoming Payment This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 42
Project Realization Implementation of customer’s business and technical requirements n. Key Activities: § Configuration of company database § Import of master data § Validation and testing § Plans for training and cutover © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 43
Project Realization - Milestones © 2013 SAP AG. All rights reserved. 3. 1 Production system installed and configured based on Business Blueprint 3. 2 System setup validated by customer 3. 3 System and integration testing completed 3. 4 Plans defined for training and cutover 3. 5 Phase sign-off by customer This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 44
Project Realization Topics Topic 1: Project Realization Tasks, Milestones, and Documents Topic 2: Company Creation and Initialization Topic 3: Users, Authorizations, and Licensing Topic 4: Data Migration Topic 5: System Testing and Validation © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 45
Company Creation SBO-Common Demo database Use for requirements gathering Create new company n Localization n Chart of Accounts template/user-defined n Initial posting periods Production database Copy User-Defined Fields and Tables Test database (for system testing) © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 46
Company Details General tab n Company Name n Address n Communication Accounting Data tab n Tax information n Holiday calendar Basic Initialization tab Company Details © 2013 SAP AG. All rights reserved. Critical Settings(!): n Chart of accounts template n Local and system currency n Display credit balance with negative sign n Permit more than one document type per series n Use segmentation accounts n Use perpetual inventory n Manage item cost per warehouse n Use purchase accounts posting system This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 47
Initial Settings Period Indicators Document Numbering G/L Account Determination General Settings Document Settings Currencies House Banks Payment Terms Payment Methods Print Preferences © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 48
General Settings BP Budget Services Display Font & Background Path General Settings © 2013 SAP AG. All rights reserved. Inventory This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 49
Chart of Accounts and G/L Account Determination General Ledger Define Postin g Period s Default Accounts Period Indicator Sales Purchasing General Inventory xxxxxxx xxxxxxx . . . Warehouse level Item group level Item level Automatic Journal Entries © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 50
Document Settings General Gross profit Document remarks Sales BOM display Inventory release Negative inventory Rounding method Exchange rate basis Display rounding remark Document Settings Manage freight in documents. . . Per Document n Sales and Purchasing n Payments n Entries Inventory © 2013 SAP AG. All rights reserved. and Journal transactions This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 51
User Accounts Defaults include: n General (Address and Communication Data) n Default Warehouse n Print Settings 2 Types Superusers Have all authorizations n Credit Card Accounts n Sales Employee name Users n No authorizations n Authorizations set in General and Data Ownership Authorization © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 52
Licenses and Authorizations By User License Type User Account © 2013 SAP AG. All rights reserved. General Authorizations SAP Business One functionality By Document Data Ownership Authorizations Employee ownership and view rights to SAP Business One Documents This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 53
Licensing End Customer Partner Contract # Licenses License Types Localization © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 54
License Administration 1. Select user code 2. Assign license for user type (more than one type can be assigned) 3. Assign external licenses if needed License Server Allocation Company OEC Computers nvpal 142 3000 Browse Components License Localization Change Users B 1 User Type Licenses manager B 1 i. INDIRECT_MSS bill Limited Financials User sophie Indirect Access 12 Limited Logistics User 11 Professional User 15 brad jim 1 bob External Licenses john B 1 Usability Package linda Used 2 3 Available 1 11 Used Available 2 donna Update © 2013 SAP AG. All rights reserved. Cancel Import License File Refresh This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 55
General Authorizations Authorization Objects Authorizations Behrendt Read-Only Full Authorization Read-Only Administration Financials Sales Opportunities Sales – A/R Krueger Loewe manager Read-Only Various Authorizations Define Bill of Materials Read-Only Full Authorization Production Order Receipts from Production. Full Authorization Issues for Production Full Authorization Read-Only Purchasing – A/P Business Partners Banking Inventory Production Riemann Schmidt Schuy Training Weber Walter Winter MRP Users Max. Discount Expand Collapse Use Encryption Ok © 2013 SAP AG. All rights reserved. Cancel Full Authorization Read Only No Authorization Level This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 56
Data Migration Options Import From Excel Import Using DTW n Business Partners n Items and Prices n Items n Price Lists Import From SAP Business One n Exported transactions from another SAP Business One database n Chart of Accounts n Transactions n Journal Entries n. . . © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 57
Import From Excel Utility Items Business Partners Microsoft Excel. txt file SAP Business One © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 58
Data Transfer Workbench Templates Example: OCRD - Business. Partners. xlt Save the completed template as a tab delimited or comma delimited file © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 59
Field Types in the Template Tooltips provide field information: Type: string © 2013 SAP AG. All rights reserved. Type: enum Specific values Type: int This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 60
Parent and Child Templates for business partner master data OCRD - Business. Partners. xlt CRD 4 - BPWithholding. Tax. xlt CRD 1 - BPAddresses. xlt CRD 5 - BPPayment. Dates. xlt CRD 2 - BPPayment. Methods. xlt OCPR - Contact. Employees. xlt CRD 3 - BPAccount. Receivable. Payble. xlt OCRB - BPBank. Accounts. xlt © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 61
System Testing SAP Business One Sales Order Core Functionality Test Plan This document is intended to test the core functionality of the Sales Order in SAP Business One. This Test Plan should be completed using the Test Database containing your company master data. Complete the Test Plan by following the steps and completing the worksheet. Once you have verified that the actual result matches the expected result as defined by the Test Plan, sign the document and return to <Implementation Partner>. n Create Test Cases n Create Test Plans n Test System n Document Issues n Document Change Requests Prerequisites for testing Sales Order core functionality: 1. Business Partners entered into Business One 2. Items entered into Business One 3. Test item has current quantity of 10 or more in Business One a. If no inventory quantity exists, refer to Goods Receipt PO Test Plan *This Test Plan uses Business Partners and Items contained in the OEC Demo Company provided by SAP with the Business One software, for demonstration purposes. Sales Order Process Step Action Step No. Expected Result 1. Open new Sales Order in Add Mode Sales Order screen opens 2. Select a Customer can be selected in Sales Order 3. Add an item to the Sales Order Item can be added to Sales Order 4. Click orange arrow next to Item No. Item Master Data window opens Actual Result (Yes/No) © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 62
Final Preparation Training Cutover Go-Live Transition of the SAP Business One system and the client into production n. Key Activities: § Training of end users § Decision and date for go-live agreed with customer § Accounting balances and final transactions transferred to production system (cutover) © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 63
Final Preparation - Milestones The AIP methodology provides a Phase and Risk Analysis tool to help you manage the system readiness and cutover activities. © 2013 SAP AG. All rights reserved. 4. 1 End user training delivered 4. 2 System readiness for go-live confirmed with customer 4. 3 Cutover activities completed 4. 4 Phase sign-off by customer This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 64
Training Considerations – End Users IT Administrators All users: n Business processes overview n Navigation End users (according to role) © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 65
Countdown to Go-Live Cutover Go-live Import or enter open transactions and G/L balances in SAP Business One Data Migration System Testing Sign-off (phase 3) SAP Business One New transactions in legacy system © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 66
Business Partner Balances Legacy System SAP Business One n New master data n Open documents Total A/R Balance Total A/P Balance © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 67
Inventory (Stock) Balances Legacy System SAP Business One n Stocktaking count n Item costs: l Standard cost? l Moving average? l FIFO? n Serial and batch numbers Item Quantities Item Costs © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 68
G/L Account Balances General Ledger Trial Balance Profit and Loss Trial Balance © 2013 SAP AG. All rights reserved. SAP Business One General Ledger Legacy System Trial Balance This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 69
Opening Balance Transactions match accounting data compare with previous software. Opening Balance Account G/L Account 1 © 2013 SAP AG. All rights reserved. 2 2 1 4 3 6 5 Business Partner 3 4 Stock Account 5 6 This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 70
Go-Live and Support Key Activities: n. Monitoring of new system in production n. Resolution of outstanding issues n. Handover n. Project to customer, partner support organization and to SAP support review © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 71
Go-Live and Support - Milestones 5. 1 SAP Business One system fully implemented and in production 5. 2 Sign-off for phase and final project completion 5. 3 Review and optimization conference conducted © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 72
Customer Maintenance and Support Levels Partner hotline or SAP Business One Customer Portal Customer Support Level 1 and 2 SMB Portal Partner Support Level 3 Solution SAP Notes © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 73
SAP Support for Partners n Telephone Support Services n Internet Support Services l Hotline l Message Handling l Duty Manager l Notes Database l Remote Support © 2013 SAP AG. All rights reserved. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 74
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