Tag Archives: business accounting software

Getting more from SAP Business One Distribution

Sales (Marketing Document) features of SAP Business One

In Part one of this blog I would like to explore the automatic availability check and alternative items features offered by SAP Business One within marketing documents. We will use the SAP Business One sales order to illustrate these features.

In the scenario pictured below I have selected a printer from my inventory which is out of stock in the dispatch warehouse. Based on my system preferences, SAP Business One has activated the automatic availability check and popped up the ‘Item Availability Check’ window on the bottom right of the image. This window shows clearly that I have ordered one item and I have none available from warehouse 04. I also have no inbound stock as evidenced by the blank earliest available date. A number of options are available to me in Business One.

I could select ‘Change to Available Quantity’ which would be effective if I had 10 and I needed 20. In this case I have none so we can ignore this option. The options ‘Change to Earliest Availability’ and ‘Display Available-to-Promise Report’ will be covered in part 2 of this blog. If I select ‘Display Quantities in Other Warehouses’ I will get the popup window pictured below.

As you can see, there is stock available in warehouses 01 and 02 which allows me the option of dispatching my order from one of those warehouses or transferring the stock to warehouse 04.  For arguments sake let us assume that it is not economic to fulfil this order with stock from another warehouse.I could then move to the next option on the list which is ‘Display Alternative Items’. That produces the Business One popup window shown below. The user can easily tell from this list that there are three possible alternatives. The quantity available in warehouse 04 is shown and selecting one of the items from the list will replace the incumbent item on the sales order row.

Thanks for reading – in part 2 of this SAP Business One blog (available in the next few days) we will discuss the options ‘Change to Earliest Availability’ and ‘Display Available-to-Promise Report’.

The Secrets of Successful ERP Software / Business Accounting Software Selection – Part 1 of 3

Hi, this is part 1 of my 3 part blog on the secrets of successful ERP Software selection. Parts two and three will follow over the next few days.

Choosing an ERP / Business Accounting software solution for your business can be time consuming and costly. If you select the correct system and implementation partner the costs will be more than justified and your business will be rewarded with access to information for faster and more effective decision making with many key benefits including increased customer satisfaction, improved cash flow, reduced administration overhead and happier staff.

Make the wrong decision and you can end up spending hundreds of thousands of dollars on a system that gives you less information than you previously had and costs thousands of dollars in monthly upkeep. Once a new system has been implemented changing your mind can be very costly.

So how do we avoid these mistakes?

Most small to medium sized businesses (turnover of $5 million – $50 million) in Australia ask the Finance Manager / Business Owner or IT Manager  to source a new solution and business partner / reseller for implementation. The challenge is that most people are only ever involved in one or two software selection processes during their careers and there is not much documentation available to assist in this area.

The team at Leverage Technologies has seen many organisations choose business accounting software /ERP Software solutions. We have taken the best methodologies that we have seen over the years and have come up with the following software selection methodology.

STEP 1 – WHY

Before you even begin searching for a new business management solution ask yourself the question – WHY are we going to market? Generally speaking companies who are going to start searching for a new business management solution do so for one or more of the following reasons:

–          Outgrown existing solution

–          Using a system which is no longer supported

–          Looking to consolidate separate systems or solutions

–          Wanting better reporting

–          Looking for new technologies – mobile / BI etc.

It is important to know why you are going to market and to esnure that you can articulate these reasons to potential vendors and within the organisation – so that everyone understands the importance of the project.

STEP 2 – PROJECT TEAM, BUDGET AND TIMELINES

Many small or medium sized businesses in Australia don’t bother establishing a project team for software selection and this is potentially a big mistake. My suggestion is that you establish a project team who represent the various business units in your business. Also establish your budget and timelines at this point in time. Budget is very important as there is no point spending hours reviewing great software solutions that cost more than double your budget.

STEP 3 – REQUIREMENTS

Having established your budget and assigned a project team the next step should be to consider your requirements. This is generally done by appointing a “business lead” for each functional part of your business – finance, distribution, warehousing, manufacturing etc. Ask each business lead to put together a requirements list. For larger companies a requirements list might be a large and comprehensive document but for most Australian SME’s a requirements list should be no more than 2 pages per functional area and should focus on the more difficult, critical and unique business requirements. This functional list is not a scope of works – it is purely an initial guideline for potential vendors.

Thanks for reading….part 2 of this blog will be posted later this week.