sap ag 2003 documents providing support for implementation deliverables in the pre-sales phase...

SAP AG 2003

Documents Providing Support for Implementation

Deliverables in the Pre-Sales Phase

Analysis and Design Phase

Installation and Configuration

Data Migration

Applying Solutions

Employee Training

System Testing

Contents

Managing an SAP Business One Project

SAP AG 2003

List the necessary steps for a successful SAP Business One project

Use documents to provide project support

At the conclusion of this unit, you will be able to:

Managing an SAP Business One Project: Unit Objectives

SAP AG 2003

At a trade show, you demonstrate the functions and benefits of SAP Business One to your customers. Many of the visitors to your stand are managing directors or managerial employees of small and midsize businesses, and they are very interested in the product.

You contact the interested parties after the trade show and successfully sell licenses for SAP Business One. You then implement SAP Business One at your customers’ sites.

Managing an SAP Business One Project: Business Scenario

SAP AG 2003

Project Steps




Data Migration

Adding Solutions

Employee Training

System Testing

SAP AG 2003

Documents Providing Support for Implementation

Implementation Guides (Main

Document) Status report for SAP

Business One implementation

projects

Checklist of hardware

requirements (only EN)

Template for Project Plan

Function: Central document with links to all other important documents Function:

Checklist you can use to follow the progression of the project

Function: Checklist you can use to check whether the customer's hardware meets the minimum hardware requirements

Function: Example Project Plan in Microsoft Project

See SAP Note 576751 (DE) and 576727 (EN)

SAP AG 2003

Project Step: Deliverables of the Pre-Sales Phase




Data Migration

Adding Solutions

Employee Training

System Testing

SAP AG 2003

Product demonstration

list functions to be demonstrated, industry-specific where possible

prepare script of demonstration

for details, see TB1900 - Sales

Contract

Detailed Requirement Description (DRD) Time schedule of the project milestones Training schedule Service Level Agreement

Deliverables of the Pre-Sales Phase

SAP AG 2003

Project Step: Analysis and Design Phase




Data Migration

Adding Solutions

Employee Training

System Testing

SAP AG 2003

Project Kick Off

Define the responsibilities of the project team members

Define the contact persons within the company

Level expectations

Present your implementation method

Analyze the work environment (number of employees and PCs, branches, network performance, training environment)

Identify all other software systems to be integrated and define the required interfaces

Carry out a first data analysis of the data that has to be migrated

Assess user knowledge to determine level of training required

Refine the time frame and the schedule of the project

SAP AG 2003

Next Steps in the Analysis and Design Phase

Basic Training for customer project team members Analysis meeting(s) Documentation of results

SAP AG 2003

Project Step: Installation and Configuration




Data Migration

Adding Solutions

Employee Training

System Testing

SAP AG 2003

Installation

Discuss the hardware requirements at the beginning of the project and ensure they are met

Create at least three databases on the server:

Demo database

Production database

Test database (containing the

same master data as the

production database)

SAP AG 2003

Machine ID

Cannot log in without license

ID0050001B 004E0006 0073FF89 FF800040 00200010

000C0066 0023FF81 FFE40060 0032FF99 FF8D0006

OK Copy Add License

Requesting and Adding a License

License Key Request

SAP AG 2003

Creating a Company

To create a new company, choose the New function in the Select Company area. Then define the following data:

Company Name

Database Name

Local Settings

Base Language

Posting Periods

SAP AG 2003

Company Details

General

NameAddress

Communication

Accounting Data

Tax information

Basic Initialization

Chart of accountsLocal currency / System currencyBalance display

Account segmentation

Inventory system

Company Details

SAP AG 2003

Users

User Superuser Users

Has all authorizations Authorizations in accordance with authorization Management

2 Types

SAP AG 2003

Authorizations

Users

Authorization Level

Authorizations

Administration

General Ledger

Sales

Purchasing

Business Partners

Banking

Inventory

Production

Cost Accounting

Define Profit Centers

Define Distribution Rules

Table of Profit Centers and Distribution Rules

Profit Center – Report

Reporting

Write-protected

Different areas

Write-protected

Write-protected

Write-protected

Write-protected

Write-protected

Write-protected

Write-protected

Write-protected

Write-protected

Write-protected

Write-protected

Write-protected

Max. Discount

Use Encryption

Expand Collapse

Full Authorization Read Only No Authorization Ok Cancel

behrendt

Krueger

loewe

manager

Pflege

Preis

Riemanns

Schmidt

Schuy

Training

tw

Weber

Welten

Winter

Area

SAP AG 2003

Default Values for Users

Address Data General Ledger Data/Credit Cards

Inventory Data

Sales and Distribution Information

Print Parameters per Document Type

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Carrying Out the Configuration

Detailed training of system initialization Duration: At least 3 hours. Requirement: Attendance of basic training.

Carry out the system initialization together with the customer.

For cost-efficiency, the customer can carry out the following tasks: Define chart of accounts Configure document settings Maintain print preferences Set G/L Account Determination Define project users Assign authorizations

SAP AG 2003

Project Step: Data Migration




Data Migration

Adding Solutions

Employee Training

System Testing

SAP AG 2003

Project Step: Applying Solutions




Data Migration

Adding Solutions

Employee Training

System Testing

SAP AG 2003

Tools for Adding Solutions

SAP Business One utilities

User-defined fields

Queries

Formatted search

SAP Business One Software Development Kit (SDK)

Implementation version

Development version

SAP AG 2003

Project Step: Employee Training




Data Migration

Adding Solutions

Employee Training

System Testing

SAP AG 2003

Employee Training

Users are trained at their own workplace and using their own data.

Prerequisite: All users have attended the basic training.

The following factors determine the length of training:

Number of users

All users must have attended the fundamental courses before taking additional training

Complexity of processes (usually increases with the number of users)

Training environment

SAP AG 2003

SAP Tutor RecorderRecords screenshots and interaction areas

SAP Tutor EditorIs used for editing and updating tutorials

SAP Tutor PlayerAllows users to plays tutorials

SAP Tutor ReporterProvides statistics about how SAP Tutor was used

Author

Learner

Admin Reporter.exe

Recorder.exe

Player.exe

Editor.exe

SAP Tutor Components

SAP AG 2003

The tutorials can be used to instruct learners in a variety of ways:

•Self-Study

•Online Help

•Documentation

•Testing

•Product Demonstration

SAP Tutor: Process

The tutorials can be updated, if the course contents have changed. There is no need to start from the beginning.

Learners can play the tutorials using SAP Tutor Player.

SAP Tutor Recorder makes recording training material easy and straightforward.

SAP Tutor Editor enables you to edit the recorded tutorials, that is, add additional information, hyperlinks, and additional steps with no programming necessary.

SAP AG 2003

Project Step: System Test




Data Migration

Adding Solutions

Employee Training

System Testing

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System Test

The system test…

…is performed by the customer.

…is based on “real” data.

…includes the most complicated cases.

…includes printing, queries, journal entries, and add-on integration.

Handovers:

You hand over the system to the customer.

You hand over the support to SAP.

Both handovers should be recorded on a handover document.

You should be on site when the customer goes live to provide support during the first steps.

SAP AG 2003

At the conclusion of this unit, you will be able to:

Managing an SAP Business One Project: Unit Summary

List the necessary steps for a successful SAP Business One project

Use documents to provide project support