MBA061 - Enterprise Resource Planning Laboratory - II |
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TOPIC |
NO OF
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1 |
SAP Business One - Sales Opportunity Management
Sales opportunity management records every sales opportunity, from the first phone call to the successful close of a transaction. Users can enter various details concerning the opportunity, including the source, potential, closing date, competitors, and activities. As soon as the first relevant quotation is created, users can link it with the opportunity to simplify later tracking and analysis.
Capabilities and processes include:
• Reports Allow you to analyze opportunities by lead source, territory,industry, customer, and item
• Forecasts Enables you to manage forecasts and view anticipated
revenue by a variety of date ranges, such as month and quarter
• Lead distribution Lets you view the distribution of leads by
sourceover time to identify the most profitable lead generation activities
• Activities calendar Offers a highly configurable scheduling tool
thatshows activity types, covers workdays, hours, and holidays, allows multiple users to access the same calendar, and provides a team dashboard calendar
• Service module Addresses queues and territory management,
allowing you to define team queues, view service calls by queue, and manage territory hierarchies; covers service call activities, enabling you to return serialized items for re-shipment, create credit memos from service calls, and monitor response and resolution times
• Usability Streamlines employee productivity through easy-to-use
tools and features such as a win/loss opportunity table, open/closed opportunities, forecast reporting, and new fields such as territory, project,sales channel, source, owner, and number of open activities |
6 |
2 |
SAP Business One - Service Management
Service management optimizes the potential of your service department, providing support for service operations, service contract management, service planning, tracking of customer interaction activities, and customer support.
Capabilities include:
Service call Enables users to manage, track, and resolve customer questions and deal with item-related problems
• Customer equipment card Provides service technicians with
detailed information about an item sold to a customer, such as a manufacturer's serial number, replacement serial number, and all service call history
• Service contract Allows users to create a regular support or warranty contract for items or services sold to a customer
• Rate tables Allows you to enter your foreign currency rates and
indexes or auto download rates from the Web, which can then be used in reports and data entry
• Knowledge base Helps service reps resolve problems and
optimizes their performance
• Service reports Enable users to view and analyze data related to
service contracts, customer equipment, and service calls |
6 |
3 |
SAP Business One - Business partners
Business partner management allows you to track and manage vital information about your clients and vendors.
Capabilities include:
• Cards management Records all information about clients and
vendors, including addresses, contact records, account balances, and more
• Contacts Records telephone calls, meetings, or any
interactionsbetween you and your client or vendor
• Opening balances Manages opening balances of customers andvendors
• Contacts summary Displays your open customer contact records
• Sales opportunity Records any sales opportunity, from first call tosuccessful closure
• Opportunity analysis Reports on opportunities in three main
dimensions: by customer, per item, and per agent
• Sales pipe graph Displays a dynamic sales funnel that shows all
sales stages from lead to order, enabling you to view a detailed report at each stage |
5 |
4 |
SAP Business One - Material Requirements Planning
Material requirements planning (MRP) manages MRP through a wizard-based process. This process enables users to define a planning scenario in five easy steps and predict demand based on forecasts.
Capabilities include:
• Define forecasts Allows users to predict demand based on forecasts, foresee future demand for the product, and adjust material planning accordingly
• Planning wizard Steps users through the creation of planning
scenarios in five easy steps. Users define the planning horizon, which can be viewed in weeks or days. Scenarios can be run for a range of items or item groups. The user selects the desired criteria in the scenario, such as existing stock levels, open purchase orders, sales orders, work orders, and inventory that reached its minimum stock level, as well as predefined sales forecasts. Once a scenario is executed, the solution presents a make-or-buy recommendation. Drill-down options allow planners to view the net requirement calculations and view the actual documents driving the gross requirements. Exception warnings and visual cues help users identify orders that need to be expedited.
• Order recommendation report Allows planners to automatically
select recommended production orders and purchase orders for automatic creation; if an item needs to be outsourced, planners can easily convert a production order to a purchase order |
5 |
5 |
SAP Business One - Warehouse management
Warehouse management gives you the tools and processes you need to handle stock merchandise, including:
• Item management Manages all item information, including name
and code, barcode, trademark, measures, prices, and even the item's picture
• Item query Gives you a quick view of item details
• Price lists Lets you define as many price lists as you need and associate them with each customer or vendor
• Special prices Records prices for unique customers or from
unique vendors and enables you to set quantity-sensitive prices that change according to quantities purchased
• General receipt/release from stock Allows you to record a stock
entry or release not connected directly to an AP/AR document
• Transfer between warehouses Enables you to record all transfers
between warehouses
• Stock transactions Maintains opening balances for stock items and updates stocktaking data |
8 |
6 |
SAP Business One – Reporting
Reporting can open an entirely new world of data and information, with tools for:
• To do lists Allows managers to quickly receive updates of all their business irregularities, such as unpaid invoices, open price quotes or orders, missing items, and more; features a link to Microsoft Word that allows you to create, with a single mouse click, a set of letters to each obliged customer
• Customers/suppliers debts aging Lets you view all customer and
supplier debts, sorted and divided by their age; view a detailed report for the customer by clicking on a customer line; and use a link to Microsoft Word to create, with a single mouse click, a full status report of all customer debts
• Sales analysis Allows you to analyze your sales in three main
dimensions (by customer, per item, and per agent); enables you to create any cross-sectioning between these dimensions to get a better view, with a report that automatically creates charts to display the data graphically and drill down to a highly detailed level |
5 |
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Total |
35 |
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References |
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