SAP Business ONE Implementation

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

Book Details

Language : English
Paperback : 320 pages [ 235mm x 191mm ]
Release Date : May 2009
ISBN : 1847196381
ISBN 13 : 9781847196385
Author(s) : Wolfgang Niefert
Topics and Technologies : All Books, Enterprise Products and Platforms, Enterprise, SAP


Table of Contents

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

Wolfgang Niefert

Wolfgang Niefert studied "Wirtschafts-Informatik" at the European Business School in Oestrich Winkel – Germany. The international management program included programs in London and San Diego with focus on Computer Science and Economics. He has more than 15 years experience with international SAP Implementations. A certification for SAP Production Planning allows him to relate larger SAP solutions to SAP Business ONE. Wolfgang also designed the N2ONE Portal for SAP Business ONE that allows the real-time management of e-commerce functionality.

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Submit Errata

Please let us know if you have found any errors not listed on this list by completing our errata submission form. Our editors will check them and add them to this list. Thank you.


- 3 submitted: last submission 06 Mar 2014

Errata type: typo | Page number: 36

change "It may be possible to easily make the items visible" to "It is possible to easily make the items visible"


Errata type: typo | Page number: 18

change "However, they ran into some problems and were not able to cope up with the results" to "However, they ran into some problems and were not able to cope with the results"


Errata type: typo | Page number: 17

"though" needs to be removed from "...this concept is that though each department..."


Sample chapters

You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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What you will learn from this book

  • Create a project plan using the latest accelerated implementation techniques
  • Manage inventory-related tasks and learn the implementation of warehouse management
  • Implement a competitive CRM that integrates multiple sales channels.
  • Improve the SAP standard feature-set with the help of various add-on solutions
  • Establish a strategy and toolset that helps you overcome limitations for the modules you use
  • Migrate data from different sources into SAP Business ONE using different tools and methods and also learn about deciding what data to import
  • Enhance the standard SAP reporting functionality using the reporting tools available within SAP Business ONE like Crystal and XL Reporter
  • Define a workflow that helps you evaluate available web tools for e-commerce and CRM
  • Franchise your business using SAP B1

In Detail

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

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

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

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

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

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

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


With clear instructions and plenty of screenshots, this book will provide you all the support and guidance you need to implement SAP Business One in your business. We will work with a project plan in each chapter and implement new techniques in the related case study. Alongside this hands-on approach tips and tricks are provided that you can use for your own project.

Who this book is for

This book is written for technically savvy business owners, entrepreneurs, and departmental managers. If you are a departmental sales manager you can benefit from the advanced sales stages and workflow concept in this book. The seasoned inventory and warehouse manager can immediately utilize the inventory optimization and warehouse management concepts. Your web technicians will benefit from the e-commerce information and understand how your web strategy can be aligned with SAP B1. As a business owner your key players from sales to fulfillment gain back control and you can grow your business to the next level using modern franchising concepts. If you have SQL skills you can leverage your knowledge, connecting with SAP tools and features that are built on queries. No previous experience with SAP or ERP is assumed.


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