SAP Business ONE Implementation: LITE

Table of Contents

• Preface

• Chapter 1: 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 2: 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 3: 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

• Index