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SAP Business ONE Implementation
SAP Business ONE Implementation

SAP Business ONE Implementation: Bring the power of SAP Enterprise Resource Planning to your small-midsize business with SAP Business ONE using this book and eBook

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SAP Business ONE Implementation

Chapter 2. SAP Business ONE Express Implementation Walk-through

In this chapter, we will perform an express implementation of the SAP Business ONE application. The main purpose of this task is to help you understand the potential scope of such a project. For example, let's compare some plain facts between SAP mySAP ERP and SAP Business ONE. If you receive the installation package for SAP mySAP ERP, you will get at least one large box full of DVDs and installation instructions. With SAP Business ONE, you will get one CD and all the software with the most basic add-ons is included. Later, you may get an additional Crystal ReportsTM CD. However, it is no match to SAP mySAP ERP when it comes to the number of installation CDs. Customers often mention hearing that SAP is only for large companies. But when it comes to the number of CDs and DVDs included in the installation packages, SAP Business ONE really is for small companies. Therefore, in this chapter, we will evaluate what's in the package...

Configuring a new SAP Business ONE company Lemonade Stand Inc.


In this section, you will see the technical requirements for the basic SAP Business ONE installation. In addition, you will briefly see the available options if you want to configure a system quickly.

Prerequisites for the case study

The prerequisites are pretty straightforward without any unusual surprises, as long as you have a common Windows system. Certainly, you need to check the current requirements to comply with the requirements related to specific Windows and SQL Server versions.

For the case study in this book, you will use a Windows Server 2003 Standard Edition operating system with a Microsoft SQL Server 2005 Standard Edition. Here is the complete list of requirements:

  • Microsoft Windows Server 2003 Standard Edition

  • Microsoft SQL Server 2005 Standard Edition

  • Microsoft IIS configuration as part of Windows 2003 Standard Edition

  • Microsoft Office 2003 to show SAP XL Reporter Integration

  • SAP Business ONE installation CD with...

Future way for SAP implementation


Future ERP system implementations will be more streamlined. SAP is already guiding its partners in the direction of establishing industry-specific solutions. Therefore, in the future, you will be able to select industry-specific solution templates and a qualified and experience partner in this industry. Actually, all this is already happening.

Your own project


What can you get out of this chapter? If you are currently implementing SAP Business ONE, or are planning to implement it in the future, the next section will help you understand the overall scope for an entry-level configuration. You see, I like to put things into perspective. The essential configuration steps touch many different areas. The reason for this is that the system is integrated and all features are connected in some way.

You may use the questions I introduced in Chapter 1 to identify the areas in your business that are disconnected and may benefit from better integration. It may be a good idea to prepare a piece of paper and write down the main processes of your business. Organize the processes into sections such as sales, service, purchasing, warehousing, and inventory. You may also add processes for web sales, serial number management, and other custom functionality that you have. As mentioned before, the most powerful aspect of our implementation toolset...

The Lemonade Stand case study


I start the SAP Business ONE client and arrive at the login screen. As the system is currently not configured, I don't choose to log in. Instead, a click on the Change Company button on the right side of the screen will lead us to the right area:

Now, click on the Refresh button to make sure all the current companies are listed. If you have existing companies, make sure that no company is selected before you click on New. If a company is selected, the New button will use the selected company as a template for the new one we will create. In my example, I have no company. Therefore, clicking on New will open up a configuration wizard.

The wizard will provide a series of screens, which will allow us to enter the parameters required to configure a new empty company:

Once you click on New, a new screen opens. Here, the following parameters need to be entered.

Company Name

This is the name of the company we are planning to configure. In this sample, I have chosen The...

Getting ready for transactions


At this point, you have learned about most of the essential steps to configure the system. You have seen that the system works on the Add mode and in the Find mode. Therefore, be cautious when trying to find information. You may accidently add information.

There is more terminology specific to SAP Business ONE, which I will explain now.

Business partners and marketing documents

A business partner is any type of address with a contact who can either be a supplier or a customer. In fact, there are three types of business partners in SAP Business ONE which allow us to organize the global BP, that is Business Partner, categorization. The three types are customer, vendor, and lead. The business transactions among these entities are documented in the marketing documents.

Office integration

The main skeleton is now set and it is time to make some adjustments that are specific to our case study. You have seen that we have touched many, but not too many, forms to make...

Transaction digestion


I will give you one quick tip to allow orders to be entered with direct payment. Please enter a default customer in the G/L Account Determination | Sales tab. For this purpose, I have created a customer for Bridge Street, where we will be selling the lemonade first. Transactions are entered using the Sales AR Menu using the A/R Invoice + Payment form:

Since we are not officially writing a quote and then converting it to a sales order with appropriate payment means, we used the A/R Invoice + Payment.

When entering an invoice via A/R Invoice Plus Payment, it is assumed that we will immediately receive the payment. Therefore, when entering the data in the form, SAP automatically prompts us with a Payment Means form:

OK. We just entered the first transaction. In order to understand the underlying consequences, let's investigate the CoA (seen in the following screenshot). How did this first transaction impact the numbers in the underlying accounts?

This looks good. We received...

Summary


In this chapter, we did an express configuration. There are different ways to implement a system and an appropriate method should be selected based on the underlying complexity. We used the ad hoc prototyping implementation of the core system. The following information could be obtained during the configuration:

  • The system setup is simple and straightforward

  • Due to the high level of integration, many aspects are touched during a single transaction

  • Checking the CoA is essential when digesting transactions

You should now be able to quickly configure the core system and understand the relevant settings that may impact how transactions are accounted for. Please note that you should obtain qualified consulting help to finetune the overall settings for your business.

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Key benefits

  • 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

Description

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.

Who is this book 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.  

What you will learn

  • 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
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Publication date : May 29, 2009
Length: 320 pages
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Language : English
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Table of Contents

12 Chapters
Getting Ready to Implement SAP Business ONE Chevron down icon Chevron up icon
SAP Business ONE Express Implementation Walk-through Chevron down icon Chevron up icon
Reporting and Analysis: Getting Ready for Growth Chevron down icon Chevron up icon
Creating a Project Plan using the SAP Accelerated Implementation Plan Chevron down icon Chevron up icon
Business Process Analysis and SMBs Chevron down icon Chevron up icon
Implementing an Integrated Sales Strategy Chevron down icon Chevron up icon
Logistics and Supply Chain Management Chevron down icon Chevron up icon
Competitive Service and Contract Management Chevron down icon Chevron up icon
Data Migration Scenarios:What to Migrate and How Chevron down icon Chevron up icon
Consolidated Reporting and Dashboard Design Chevron down icon Chevron up icon
E-commerce and Web Sales Chevron down icon Chevron up icon
Managing Growth:Franchising Example Chevron down icon Chevron up icon

Customer reviews

Top Reviews
Rating distribution
Full star icon Full star icon Full star icon Half star icon Empty star icon 3.4
(8 Ratings)
5 star 37.5%
4 star 25%
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2 star 12.5%
1 star 25%
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Raj Chavan Sep 27, 2018
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book is short and to the point on the SAP B1 implementation projects. I would recommend this book for anyone who is running a SME business and looking for a mid-sized ERP for automating their business processes.You can also refer this book as a crossover to get yourself introduced to SAP B1 incase you have a strong IT administration background and a good understanding on other ERP system.This book doesn’t have much details on the ERP system and it’s function. So don’t bother referring this if you have no ERP applications background.
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Mateyas A. May 23, 2017
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A+ great product and was everything I expected!
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Amazon Customer May 03, 2017
Full star icon Full star icon Full star icon Full star icon Full star icon 5
good book easy to understand
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K. Kos Jun 21, 2009
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
I am new to SAP Business ONE and read this book, because the Packtpub series are always on the edge. When reading technical books especially about SAP I often feel bored with information I already know and then get confused with the sudden level of detail without the proper explanation.In this book each chapter highlights a different aspect of an SAP implementation. The case study is continued in each chapter. I followed all the examples and did not get lost. This was a big surprise to me as many other books provide screenshots, but not as detailed.One could argue that some chapters touch the topic rather from a high level. But the value of the book is not the detail in each chapter, but rather the completeness of topics touched.The final chapter about the franchising framework provided a good starting point for a project I am working on with my company.I wished the same author would publish a similar book about Microsoft Dynamics.
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Zal Jun 07, 2009
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Niefert's book is definitely one of the first books to hand to new SAP Business One (SAP B1) customers. Maybe not necessarily for what the title says, but for what the book actually does. I bought the book thinking it was going to give an improved project management tool over what SAP provides to implement its SAP B1.Many times when a small company buys SAP B1, they have been running their business piecemeal and SAP B1 is their first "company-wide" system. This is both a blessing and a curse for the customer. On the one hand, the customer is consolidating their information and processes into one system, but then comes the realization the company now has a rather robust system which takes some time to learn and master. It is a shock for most customers to come to grips with of how much is "out there" to learn, and the flood of SAP-provided documentation can turn into a tidal wave very few customers can or want to handle. This author keeps it simple for them."SAP Business One Implementation" brings a good balance to understanding the basics of the system, along with some general steps needed to implement the system. Niefert uses the time-tested teaching method of telling the reader what he is going to cover, explains it, summarizes again, and sometimes gives some simple exercises. The title of this book is a bit misleading; a more direct title might be "Understanding and Implementing SAP B1" (or something like that). That title would give the reader a better idea that Niefert is providing an understanding of SAP B1 which is interspersed amongst the implementation steps and exercises.It might be best to start with the understanding SAP B1 portion of his book and leave the project management for later.Although the example of a lemonade stand business at first sounds fatuous, it works quite well and might move the new customer away from trying to complicate matters as they so often do.The book can easily be used to help the customer realistically grasp how much effort and thought needs to be done before starting the actual SAP B1 implementation. And THAT, for those of us doing implementations, might be the best point of this book.For the customer SAP B1 implementation manager, he or she gets a good overview of the project methodology, along with a short and digestible overview of the system functions. The author covers the set-up tasks and the author explains them quite well with examples. For those "client leads" (SAP lingo for business experts in individual functions or department), they get a good overview of their individual areas and can reference other areas that might be important to them without being bogged down by too much detail. And for those folks who will actually be using the system for their daily work, the book is a vastly improved introduction than what can be found in SAP's documentation. The author gives them enough to understand, but not so much that they become overwhelmed (and get scared into thinking they will be using a complicated system). Even the IT personnel can get a good taste of the topics they like which are separated into Chapters 9 and 10. The movers and shakers of the company will like the last chapters to see some ideas they might push during and after implementation. Of course, Niefert puts in a few pages about a certain "add-on" which will hopefully help him generate some business. I am certain customers will find this book the best first introduction to their new SAP B1 system and the book will be passed around quite a bit (read this last sentence as buy more than one copy since the office elves will come out at night to get one).But what about upper management? Well, Niefert takes care of them too. This book provides an excellent high-level synopsis, and besides, what higher-up manager is going to read all the details? The details of implementing and running the system are often left to those individuals who are assigned to be "client leads". Besides, the book has at the very beginning what most managers are looking for (in Chapters 1 to 4). Which, in my opinion, is exactly where their information needs to be for the book to agree with management's average short-term attention span - not a knock on management, just a fact I have learned over the years.And now to cover the project management part of the book. Although Niefert basically takes sections of what SAP already provides, he thankfully avoids all the counts of hours and durations found in SAP's own documentation, which can cause some heartburn and confusion if not handled properly during the sales phase. I guess he wants the customer to go through the actual process to determine realistic durations and level of effort (telling is his comments on page 98). Believe me, this is a good thing! Some suggestions he makes are great - someone HAS to be appointed to take care of the physical folder, and some thought processes (author's exercises) that relate directly to the implementation process need to be done. Nothing too earth-shattering in the implementation process in and of itself, but I like the way he works the project management topic into the various chapters for each department or area (see page 148 for an example). This combination of topic and implementation also helps to get the reader in a frame of mind to think a bit more about what is coming up in the implementation. Resources are so tight in a small company that not having good preparation or a good understanding of what is coming up creates a greater project implementation impact than anyone can imagine in a larger company.This is really a small point, but I did not understand the rhyme or reason of when words are bolded. I found myself trying to figure out why "this" word is bolded and why "that" word was not.I will personally suggest folks read their area/chapters of interest BEFORE implementation starts and then get with the customer SAP B1 implementation manager to provide feedback about their amount of work to be done for implementation. I don't think I will use the book as a guide (learn as you go) DURING implementation, but will definitely use the book at that time to send the users back to "refresh" their ideas about the system before the real training begins.To use a term Wolfgang Niefert would appreciate - "huch" - I know what might be a good title! I hope I am not infringing on copyright here, but I think the "for Dummies" publications are wonderful!This book does a good job of stepping the reader through the SAP B1 system and implementation in a straight and simple manner. How about calling it "Understanding and Implementing SAP B1 for..."? Oh, by the way - nice choice of photo on the cover ("growing" things and all).
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  10. Lebanon
  11. Libiya Arab Jamahriya
  12. Somalia
  13. Sudan
  14. Russian Federation
  15. Syrian Arab Republic
  16. Ukraine
  17. Venezuela