b1 usability package for sap business one
DESCRIPTION
Companylogo. B1 Usability Package for SAP Business One. Agenda. Why B1UP Module clarification D emo. Why B1UP?. More possibilities Enhance satisfaction Faster workflow User friendliness More resources. Project Cost Implementation time Development Cost. - PowerPoint PPT PresentationTRANSCRIPT
Quick and Easy Costumization Enhancement Modules On-Site Development
B1 Usability Package for SAP Business One
Companylogo
Agenda
Why B1UP
Module clarification
Demo
Why B1UP?
More possibilities Enhance
satisfaction Faster workflow User friendliness More resources
Project Cost Implementation time Development Cost
SAVE TIME & MONEY
Save hours in data entry and invoicing Create mandatory fields Eliminate bad or incomplete orders Reduce time per transaction Create recurring invoices for monthly/yearly multi-currency accounts Automatic online update of Exchange Rates via the ECB (European
Central Bank) Save data templates to speed up master data creation and report
execution
What value does the B1UP bring to my business?
INCREASE PRODUCTIVITY
Hide unnecessary fields Reduce requirement for training and support Make SAP work the way your staff expect it to Enhance CRM by merging data from Business Partners master data with
Microsoft Word templates Auto-numbering of master data Letter merge tool
What value does the B1UP bring to my business?
MAKE SAP YOUR OWN
Design your ideal screen layout Ensure data quality by making fields mandatory Centralise workflows and create shortcuts Create function buttons Link buttons to searches, functions or exterior programs (e.g. Skype) Import and export report layouts to XML Create PDF account balance reports for customers/suppliers
What value does the B1UP bring to my business?
The B1UP offers the following:
Quick and Easy Customization• Functionbuttons• Mandatory Fields• Item Placement Tool• Add & Edit Menus• Tab Control• Default Data• Toolbox• Template System• Quick Create
Enhancement Modules• Recurring
Invoices• PLD Extension• B1 Search• Letter Merge• Exchange Rates• Account Balance
On Site Development• B1 Validation
System• Universal
Functions
Why B1UP
Module clarification
Demo
Agenda
WHAT: Put up to 10 buttons on every screen
Open a preconfigured button Open a SQL report Open another programActivate a automated business process
WHY: One click access to relevant information Automate business processes Easy navigation
Quick & Easy CustomizationFunctionbuttons
Quick & Easy CustomizationFunctionbuttons
Without B1UP: Inventory – Price lists – Special Prices – Discounts Groups - [Item Code] – [tab] (5 clicks + entering Item Code
Quick & Easy CustomizationFunctionbuttons
Quick & Easy CustomizationFunctionbuttons
Quick & Easy CustomizationFunctionbuttons
Quick & Easy CustomizationFunctionbuttons
Very easy to set up Save money on faster work routines Automate business processes One click access to relevant information Unskilled IT-users easily educated Easy navigation
Quick & Easy CustomizationFunctionbuttons
WHAT: Make fields in SAP Business One mandatory or give user a warning when data is missing
WHY: Helps the user entering correct data Ensure correct data disciplin in SAP Business One Avoid: Garbage in - Garbage out
Quick & Easy CustomizationMandatory Fields
Quick & Easy CustomizationMandatory Fields
Quick & Easy CustomizationMandatory Fields
Make sure no errors occur in SAP Business One because of lack of data Helps the user entering correct data Avoid unwanted data
Quick & Easy CustomizationMandatory Fields
WHAT: Screen Designer functionality
Move and rearrange fields between Tabs Hide fields Hide Tabs
WHY: Entering data in SAP Business One faster Viewing data in SAP Business One more easy
Quick & Easy CustomizationItem Placement Tool
Quick & Easy CustomizationItem Placement Tool
Quick & Easy CustomizationItem Placement Tool
Quick & Easy CustomizationItem Placement Tool
WHAT: Set default data when entering new Items and Business Partner
WHY: Reduces errors in Master Data Information Faster to create new Master Data
Quick & Easy CustomizationDefault Data
Quick & Easy CustomizationDefault Data
WHAT: Optimizing existing system behaviour Increase user friendliness Nice to have functionalities
WHY: Optimize system behaviour Increase the user friendliness Faster work routines
Quick & Easy CustomizationToolbox
Quick & Easy CustomizationToolbox
Quick & Easy CustomizationToolbox
Quick & Easy CustomizationToolbox
Quick & Easy CustomizationToolbox
Quick & Easy CustomizationToolbox
Quick & Easy CustomizationToolbox
Quick & Easy CustomizationQuick Create
WHAT: Make templates of existing data
WHY: Minimizes error when creating new Master Data Saves time when entering Master Data
Quick & Easy CustomizationTemplate System
Quick & Easy CustomizationTemplate System
Quick & Easy CustomizationTemplate System
WHAT: Handles invoices that needs to be send recurrently
WHY: Saves times Ensure that no Invoices will be “forgotten”
Enhancement ModulesRecurring Invoices
Enhancement ModulesRecurring Invoices
Enhancement ModulesRecurring Invoices - Reports
Enhancement ModulesExchange Rates Import
WHAT: Merge BP data into Word document
WHY: Save time on standard correspondence with customers Possible to make a direct mail campaign
Enhancement ModulesLettermerge
Enhancement ModulesLettermerge
Enhancement ModulesLettermerge
Enhancement ModulesLettermerge - Mass Lettermerge
WHAT: BP Account Balance in PDF
WHY: Easy print of BP Account Balance without customizing
Enhancement ModulesAccount Balance
Enhancement ModulesAccount Balance
What is B1 Validation System: With B1 Validation System you can decide
1. When something should happen in Business One2. Why something should happen in Business One3. What should happen
Universal Configuration
What is Universal Functions:Extra functionality that can be used in SAP Business One
1. Message2. Must have specific value3. SQL Report4. Content Creator5. External Launcher6. Macro
Needs a trigger, either Function Buttons or B1 Validation System
On Site Development
On Site DevelopmentB1 Validation System
On Site DevelopmentUniversal Function - Message
On Site Development
On Site DevelopmentUniversal Function – Must have specific value
On Site Development
On Site DevelopmentUniversal Function - Macro
On Site DevelopmentUniversal Function – Content Creator
Why B1UP
Module clarification
Short demo
Agenda
DEMO
Give the customer the possibility to change system behaviour quickly Saves money on development Saves money on consultant use Saves money on daily working routines A higher user satisfaction
B1UP Customer Facts
THANK YOU
Foto Collection
Foto Collection