edition 2013 q2 intended audience: sap business one customers, prospects, and sap partners
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© 2013 SAP AG. All rights reserved. 1
Edition 2013 Q2Intended audience: SAP Business One customers, prospects, and SAP partners
© 2013 SAP AG. All rights reserved. 2This 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
Company Profile
© 2013 SAP AG. All rights reserved. 3This 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
Company Profile
We are conveniently located on 6th 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.
บรษท เพลนจตจำ�กด
© 2013 SAP AG. All rights reserved. 4This 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
Sam Yarn Co.,Ltd.
Associated company
เมอครงทเราตง บรษทหวลำาโพง ขนมา 3 ปกอน เรามกจะพดกนเลนๆ วา ตอไปถาจะสงงานตอ สงใหบรษทชอสามยานกนาจะด เปนสถานตอไปจนกระทงมลกคาอยากไดทม Digital Agency จรงจง ทำาใหเราแยกทมครเอทฟและดไซนออกจากบรษทหวลำาโพง และเสาะหายอดฝมอ ทงคนรจก คนไมรจก หลายคนไดยนชอกนมานาน กเชอเชญใหมารวมทมกน
"สามยาน" โดยสถานทนนหมายถง การมาพบกนของทางเทา ทางเกวยน และ ทางเรอ ซงกคอ Community หรอ Hub นนเอง
สวนความหมายโดยนย มนลงตวทเราทำางานกบดจทลและกราฟก ซงแสดงผลในรปแบบ RGB ทมยานความถแสงอย 3 ยานความถ ซงหมายความวางานดจทล กคองานสามยาน นนเอง
งานของสามยาน จงหมายถงงานดจทล ทเชอมรอยผคนเขาหากน ทงในโลกออนไลน, เวบ, หรอผานแอพพลเคชนในโทรศพทมอถอทกแพลตฟอรม
© 2013 SAP AG. All rights reserved. 5This 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
Site Reference
Sam Yarn Co.,Ltd.
© 2013 SAP AG. All rights reserved. 6This 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
Hua Lampong Co.,Ltd.
Associated company
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 iOS, Android, Blackberry, Symbian and Windows Phone.
© 2013 SAP AG. All rights reserved. 7This 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
Site Reference
Hua Lampong Co.,Ltd.
© 2013 SAP AG. All rights reserved. 8This 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
Our Site References
SAP Business One
Luna Leena Co.,Ltd.
© 2013 SAP AG. All rights reserved. 9This 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
Microsoft Business Solution Navision
Chiangmai Siam T.V. Co.,Ltd.
SAP V. R3 & ECC 6
Our Site References (Continual)
© 2013 SAP AG. All rights reserved. 10This 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
Who using SAP Business One in Thailand
© 2013 SAP AG. All rights reserved. 11This 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
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. 12This 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
Positioning of SAP Business One
Midsize Companies
Small Businesses
Most affordable:Ideal for growing SE needing an entry-level ERP;
Available on premise or hosted by partners
Easiest to consume:Ideal for ME companies
preferring “no IT”;Available on demand only
Most scalable:Ideal for ME companies
with highly industry-specific needs;
Hosting option available
On Premise Cloud/On-Demand
© 2013 SAP AG. All rights reserved. 13This 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
A compact business solution stack
Enhance solution enablement for partners
Cover standardbusiness processes
end-to-end
Orchestrate integration and
collaboration
Run completely on in-memory technology
(optional)
Manage TCOExtend the
solution scope
Full flexibility on deployment
© 2013 SAP AG. All rights reserved. 14This 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
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
SAP Business OneSAP’s best selling ERP solution by number of customers
~635 Value added partners worldwide
120+ countries where SAP Business One is used
~300 Software Solution Partners with solutions 500+
More than customers 38,000
More than Users550,000
300+ large enterprises running SAP Business One in subsidiaries
41 Country localizations and Languages 27
installations of App for iPhone & iPad57,000+
2,000+
© 2013 SAP AG. All rights reserved. 15This 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
SAP Business One used in 120+ countries
Solution today
Various countries/regions use other localizations or Partner solutions for SAP Business One
Core
Lifecycle management
On-premise / On-demand
Partner solutions
MobileIntegration
Localizations
SAP HANA
Australia AustriaBelgiumBrazilCanadaChileChinaCosta RicaCyprusCzech Republic DenmarkFinlandFranceGermanyGuatemalaHong KongHungaryIndiaIrelandIsrael
ItalyJapanMexicoNetherlandsNew ZealandNorwayPanamaPolandPortugalPuerto RicoRussiaSingaporeSlovakiaSouth AfricaSouth KoreaSpainSwedenSwitzerlandTurkeyUnited KingdomUSA
Current localizations
Current languages Non-localized countriesArabic, 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
© 2013 SAP AG. All rights reserved. 16This 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
Easy to Use
Low Cost of Ownership
Ease of Implementation
SAP Business One Philosophy
© 2013 SAP AG. All rights reserved. 17This 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
SAP Business One key functions
Multilingualism / Localizations
Analytics / DashboardsMobileSAP Business
One Client
• 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
• 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
• 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
• 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
• 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
Financials Sales Service Purchasing Inventory Production
Core
Lifecycle management
On-premise / On-demand
Partner solutions
MobileIntegration
Localizations
SAP HANA
ภาษเงนไดรอการตดบญช
© 2013 SAP AG. All rights reserved. 20This 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
Subsidiary and intercompany integration Two scenarios, based on the integration framework of SAP Business One
Solution today
SAP Business One SAP Business One SAP Business Suite SAP Business One
Highlights:• 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
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
* Including branches or franchisees of large enterprises
Intercompany Integration Solution for SAP Business OneSAP Business One Integration for SAP NetWeaver
Core
Lifecycle management
On-premise / On-demand
Partner solutions
MobileIntegration
Localizations
SAP HANA
© 2013 SAP AG. All rights reserved. 21This 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
Complementary solutions
Solution today
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 Cover business needs for industries such as
Horizontal extensions Going beyond generic business needs such as in
• 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
Core
Lifecycle management
On-premise / On-demand
Partner solutions
MobileIntegration
Localizations
SAP HANA
© 2013 SAP AG. All rights reserved. 22This 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
Mobile solutions
Solution today
Scope Key benefits
• SAP Business One for iPhone and iPad covers all important business processes, as well as supports ease in extensibility
• Software Solution Partners co-innovate and distribute apps for Industries, business processes or specific technical approaches on various platforms
• Better informed employees with access to the most relevant data
• 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 iPhone and iPad (scope, details, and free trial)
SAP Store - Business mobile apps from SAP and partners
Core
Lifecycle management
On-premise / On-demand
Partner solutions
MobileIntegration
Localizations
SAP HANA
© 2013 SAP AG. All rights reserved. 23This 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
Clear and solid Product Road Map
Planned innovations
Schematic illustration of major deliveries according to current planning.
* Concrete version numbers and names are subject to be defined later.
© 2013 SAP AG. All rights reserved. 24This 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
Screen and Report Samples (1)
© 2013 SAP AG. All rights reserved. 25This 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
Screen and Report Samples (2)
© 2013 SAP AG. All rights reserved. 26This 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
Company DashboardFinancial Ratio
© 2013 SAP AG. All rights reserved. 27This 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
Analysis By RegionXCelsius Report Sample
© 2013 SAP AG. All rights reserved. 28This 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
Profitability AnalysisXCelsius Report Sample
© 2013 SAP AG. All rights reserved. 29This 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
Labor Market
© 2013 SAP AG. All rights reserved. 30This 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
Labor Market
© 2013 SAP AG. All rights reserved. 31This 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
Salary Report
Ref : http://www.adecco.co.th/Adecco-Thailand-SalaryGuide-2013/Page-1.html
© 2013 SAP AG. All rights reserved. 32This 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
Ref : http://www.adecco.co.th/Adecco-Thailand-SalaryGuide-2013/Page-1.html
Salary Report
© 2013 SAP AG. All rights reserved. 33This 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
Implementation Tools:Implementation Methodology
SAP Business One
© 2013 SAP AG. All rights reserved. 34This 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
Partnerorganization
End Customer
Contract and Licenses
Implementationand Support
Engagement of Implementation Consultant
© 2013 SAP AG. All rights reserved. 35This 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
AIP Implementation Methodology
Handover from SalesHandover to
Support
Project Phases
Milestones Milestones Milestones Milestones Milestones
© 2013 SAP AG. All rights reserved. 36This 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
Project Preparation
Key Activities:
Handover from sales
Project plan
Kick-off meeting Delivery and installation of SAP Business
One software
Customer transitions from the sales cycle to implementation mode
The AIP methodology provides sample templates for a pre-sales business analysis, handover from sales meeting, project plan, and kick-off meeting.
© 2013 SAP AG. All rights reserved. 37This 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
Kick-off Meeting Presentation Template order
Introduction and Project Goals1
Project Plan2
Project Team Organization3
Project Scope4
Project Team Roles5
Project Procedures6
Kick-off Meeting Presentation
© 2013 SAP AG. All rights reserved. 38This 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
Demo: Project Plan Templates
© 2013 SAP AG. All rights reserved. 39This 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
Business Blueprint
Focus is detailed analysis of customer’s business processes
Key Activities:
Business processes analysis workshops
Business blueprint
The AIP methodology provides templates for assessing business processes
© 2013 SAP AG. All rights reserved. 40This 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
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. 41This 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
Requirements Gathering Workshops
Master Data?
Service?
Client Leads
Client Business Processes
Production and MRP
PurchasingFinancials
and Accounting
Sales Inventory Management
© 2013 SAP AG. All rights reserved. 42This 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
Sales Order Delivery Incoming PaymentA/R Invoice
Activity Sales Opportunity Sales Quotation
Light & Music Sales Process
© 2013 SAP AG. All rights reserved. 43This 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
Project Realization
Implementation of customer’s business and technical requirements
Key Activities:
Configuration of company database
Import of master data
Validation and testing
Plans for training and cutover
© 2013 SAP AG. All rights reserved. 44This 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
Project Realization - Milestones
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
© 2013 SAP AG. All rights reserved. 45This 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
Project Realization Topics
Topic 3: Users, Authorizations, and Licensing
Topic 1: Project Realization Tasks, Milestones, and Documents
Topic 2: Company Creation and Initialization
Topic 4: Data Migration
Topic 5: System Testing and Validation
© 2013 SAP AG. All rights reserved. 46This 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
Company Creation
Create new company
Copy User-Defined Fields and Tables
Localization Chart of Accounts
template/user-defined Initial posting periods
SBO-Common
Demodatabase
Test database(for system testing)
Productiondatabase
Use for requirements gathering
© 2013 SAP AG. All rights reserved. 47This 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
Company Details
General tab Company Name Address Communication
Accounting Data tab Tax information Holiday calendar
Basic Initialization tab Critical Settings(!): Chart of accounts template Local and system currency Display credit balance with negative sign Permit more than one document type per
series Use segmentation accounts Use perpetual inventory Manage item cost per warehouse Use purchase accounts posting system
Company Details
© 2013 SAP AG. All rights reserved. 48This 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
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. 49This 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
General Settings
BPBudget
Services
Display
Font & Background
Path
InventoryGeneral Settings
© 2013 SAP AG. All rights reserved. 50This 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
Automatic Journal Entries
Chart of Accounts and G/L Account Determination
Sales Purchasing
General
Inventoryxxxxxxx xxxxxxx xxxxxxx xxxxxxx
xxxxxxx xxxxxxx xxxxxxx xxxxxxx
. . .
Default Accounts
Define Postin
g Period
s
General Ledger
Period Indicator
Itemlevel
Warehouse level
Item group level
© 2013 SAP AG. All rights reserved. 51This 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
Document Settings
Gross profitDocument remarksSales BOM displayInventory releaseNegative inventoryRounding methodExchange rate basisDisplay rounding remarkManage freight in documents. . .
General
Per Document Sales and Purchasing Payments and Journal
Entries Inventory transactions
Document Settings
© 2013 SAP AG. All rights reserved. 52This 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
User Accounts
Users
Defaults include: General (Address and
Communication Data) Default Warehouse Print Settings Credit Card Accounts Sales Employee name
Have all authorizations No authorizations Authorizations set in General and
Data Ownership Authorization
Superusers
2 Types
© 2013 SAP AG. All rights reserved. 53This 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
Licenses and Authorizations
User Account
License Type
Data Ownership
Authorizations
Employee ownership and view
rights to SAP Business One
Documents
General Authorizations
SAP Business Onefunctionality
By User By Document
© 2013 SAP AG. All rights reserved. 54This 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
Licensing
Contract
# LicensesLicense TypesLocalization
End Customer Partner
© 2013 SAP AG. All rights reserved. 55This 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
2
License Administration
1. Select user code2. Assign license for user type (more than one type can
be assigned)3. Assign external licenses if needed
License Server nvpal142 3000 Browse
Change
Allocation Components
Company License
Users
OEC Computers
B1 User Type Licenses Used Available
managerbillsophiebradjimbobjohnlindadonna
B1iINDIRECT_MSSLimited Financials UserIndirect AccessLimited Logistics UserProfessional User
111121115
Import License File RefreshUpdate Cancel
External Licenses Used AvailableB1 Usability Package 2
Localization
1
© 2013 SAP AG. All rights reserved. 56This 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
General Authorizations
Authorization Level
Authorizations
AdministrationFinancials Sales OpportunitiesSales – A/RPurchasing – A/P Business Partners Banking Inventory Production
Define Bill of Materials Production OrderReceipts from ProductionIssues for Production
MRP
Read-Only Full Authorization Read-OnlyRead-OnlyRead-OnlyRead-OnlyRead-OnlyRead-OnlyVarious AuthorizationsRead-OnlyFull AuthorizationFull AuthorizationFull AuthorizationRead-Only
Max. Discount
Use Encryption
Full Authorization Read Only No Authorization Ok Cancel
Behrendt Krueger Loewe manager Riemann Schmidt Schuy Training Weber Walter Winter
Authorization Objects
Expand Collapse Users
© 2013 SAP AG. All rights reserved. 57This 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
Data Migration Options
Import From Excel Import Using DTW
Business Partners Items and Prices
Business Partners Items Price Lists Chart of Accounts Transactions Journal Entries . . . . . .
Import From SAP Business One
Exported transactions from another SAP Business One database
© 2013 SAP AG. All rights reserved. 58This 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
Import From Excel Utility
Business Partners
Microsoft Excel
Items
SAP Business One
.txt file .txt file
© 2013 SAP AG. All rights reserved. 59This 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
Data Transfer Workbench Templates
Example:OCRD - BusinessPartners.xlt
Save the completed template as a tab delimited or comma delimited file
© 2013 SAP AG. All rights reserved. 60This 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
Field Types in the Template
Type: string Type: enumSpecific values
Type: int
Tooltips provide field information:
© 2013 SAP AG. All rights reserved. 61This 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
Parent and Child Templates
Templates for business partner master dataOCRD - BusinessPartners.xltCRD1 - BPAddresses.xltCRD2 - BPPaymentMethods.xltCRD3 - BPAccountReceivablePayble.xlt
CRD4 - BPWithholdingTax.xltCRD5 - BPPaymentDates.xltOCPR - ContactEmployees.xltOCRB - BPBankAccounts.xlt
© 2013 SAP AG. All rights reserved. 62This 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
System Testing
Create Test Cases Create Test Plans Test System Document Issues Document Change Requests
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>.
SAP Business OneSales Order Core Functionality Test Plan
Prerequisites for testing Sales Order core functionality:
*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.
1. Business Partners entered into Business One2. Items entered into Business One3. 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
Action Step
Open new Sales Order in Add Mode
Select a Customer
Add an item to the Sales Order
Click orange arrow next to Item No.
Step No.
Sales Order Process StepsExpected Result
Sales Order screen opens
Customer can be selected in Sales Order
Item can be added to Sales Order
Item Master Data window opens
Actual Result(Yes/No)
1.
3.
2.
4.
© 2013 SAP AG. All rights reserved. 63This 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
Final Preparation
Cutover
Transition of the SAP Business One system and the client into production
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)
Go-LiveTraining
© 2013 SAP AG. All rights reserved. 64This 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
Final Preparation - Milestones
4.1 End user training delivered4.2 System readiness for go-live confirmed
with customer
4.3 Cutover activities completed
4.4 Phase sign-off by customer
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. 65This 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
Training Considerations – End Users
IT Administrators
End users (according to role)
All users: Business processes
overview Navigation
© 2013 SAP AG. All rights reserved. 66This 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
Countdown to Go-Live
Cutover
New transactions in legacy system
Go-liveImport or enter open transactions and G/L
balances in SAP Business One
Data Migration
System Testing
Sign-off(phase 3) SAP Business One
© 2013 SAP AG. All rights reserved. 67This 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
Business Partner Balances
Legacy System
Total A/R Balance
Total A/P Balance
SAP Business One
Total A/R Balance
Total A/P Balance
New master data Open documents
© 2013 SAP AG. All rights reserved. 68This 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
Inventory (Stock) Balances
Item Quantities
Item Costs
Stocktaking count Item costs:
Standard cost? Moving average? FIFO?
Serial and batch numbers
Legacy System SAP Business One
Item Quantities
Item Costs
© 2013 SAP AG. All rights reserved. 69This 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
G/L Account Balances
Trial Balance
Profit and Loss
Gen
eral
Led
ger
Gen
eral
Led
ger
Trial Balance Trial Balance
Legacy System SAP Business One
© 2013 SAP AG. All rights reserved. 70This 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
Opening Balance Transactionsmatch accounting data compare with previous software.
G/L Account
1 2
Business Partner
43
Stock Account
5 6
Opening Balance Account
12
34
56
© 2013 SAP AG. All rights reserved. 71This 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
Go-Live and Support
Key Activities:Monitoring of new system in productionResolution of outstanding issuesHandover to customer, partner support organization and to SAP supportProject review
© 2013 SAP AG. All rights reserved. 72This 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
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. 73This 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
Customer Maintenance and Support Levels
Customer
Partner hotline or SAP Business One
Customer Portal SMB Portal
Support Level 1 and 2
Support Level 3
Solution
Partner
SAP Notes
© 2013 SAP AG. All rights reserved. 74This 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
SAP Support for Partners
Telephone Support Services Hotline Duty Manager
Internet Support Services Message Handling Notes Database Remote Support
Thank You!
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