SAP Business ByDesign: Business User Guide
Business User Guide
1st Edition
Published on 25. May 2022
Book
Hardback
928 pages
978-1-4932-2191-2 (ISBN)
Description
Tired of relying on ancient documentation and outdated Google results to run SAP Business ByDesign? Look no further! Whether you're just learning to navigate from screen to screen or you're ready to dive straight in to core operations, you'll get the step-by-step instructions you need. You'll find information on all your keys tasks, from creating sales orders and handling service requests to paying suppliers and approving time sheets. If you're using SAP Business ByDesign, this is the book for you!
Highlights include:
1) Navigation
2) Master data
3) Customer relationship management (CRM)
4) Service management
5) Supplier relationship management (SRM)
6) Supply chain planning
7) Warehouse management
8) Project management
9) Financial and management accounting
10) Human resources (HR)
11) Reporting and analytics
12) Administration
More details
Persons
Author
Caroline Atkinson is a director of In Cloud Solutions, the premier UK partner for SAP Business ByDesign. She has more than 30 years of experience working for SAP in a pre-sales capacity on the SAP R/2, SAP R/3, SAP Business One, and SAP Business ByDesign product sets. Beyond SAP, Caroline has guided may organizations to adopt SAP solutions within the partnering community, leading her to creating In Cloud Solutions in 2012 with her partner Liz Matraves and to build In Cloud Solutions to become a renowned global SAP Business ByDesign partner.
Andrew Howell is a director at Illumiti who has more than 14 years of experience implementing SAP, serving more than 40 major corporations that operate in many different industries. Andrew is a senior-level innovation leader and business process engineer who specializes in finance, project management, and supply chain. Andrew has also presented at numerous global conferences and is a regular featured presenter to the Charter Professional Accountants (CPA) of Ontario.
Thomas Kramer is head of implementation at All for One Group in Germany who started his consulting career with SAP Business ByDesign in 2008. Since then, he has had a variety of roles in consulting, such as logistics consultant, presales consultant, and project manager. His expertise covers projects both for organizations in the midmarket segment as well as international projects within big global corporations. He currently leads a team of consultants with a track record of more than 100 SAP Business ByDesign projects over the last 12 years in different industries like professional service, discrete manufacturing, and wholesale and distribution.
Laura (Becca) Widner is the SAP Business ByDesign consulting manager and finance lead at Illumiti with seven years of consulting experience and more than 20 SAP Business ByDesign implementations completed in multiple industries. She also implemented and was an end user of SAP Business ByDesign as a controller for a manufacturing company before beginning her consulting career. Becca holds a masters degree in accounting from Salve Regina University and is a certified professional accountang with more than 30 years of accounting/finance experience in the chemical compounding, plastic fabrication, publishing, distribution, and manufacturing industries.
Content
... Foreword from Rainer Zinow ... 15
... Preface ... 17
... Target Audience ... 17
... The Objective and Structure of This Book ... 17
... Acknowledgments ... 18
1 ... General Navigation ... 21
1.1 ... Introduction to SAP Business ByDesign ... 21
1.2 ... Home ... 25
1.3 ... Managing Your Area ... 48
1.4 ... Summary ... 51
2 ... Master Data ... 53
2.1 ... Account Master Data ... 53
2.2 ... Supplier Master Data ... 67
2.3 ... Product Hierarchy ... 80
2.4 ... Products ... 82
2.5 ... Entitlements ... 102
2.6 ... Organizational Management ... 108
2.7 ... Planning and Production Master Data ... 110
2.8 ... Supply Chain Master Data ... 129
2.9 ... Warehousing and Logistics Master Data ... 133
2.10 ... Summary ... 141
3 ... Customer Relationship Management ... 143
3.1 ... Account Management ... 144
3.2 ... Marketing ... 150
3.3 ... New Business ... 163
3.4 ... Sales Orders, Contracts, and Returns ... 182
3.5 ... Pricing ... 222
3.6 ... Summary ... 239
4 ... Service Management ... 241
4.1 ... Service Entitlements ... 241
4.2 ... Service Desk ... 278
4.3 ... Service Orders ... 287
4.4 ... Field Service and Repair ... 312
4.5 ... Summary ... 324
5 ... Supplier Relationship Management ... 325
5.1 ... Sourcing and Contracting ... 325
5.2 ... Purchasing ... 344
5.3 ... Summary ... 373
6 ... Supply Chain Management ... 375
6.1 ... Planning ... 375
6.2 ... Supply Control ... 395
6.3 ... Summary ... 402
7 ... Warehouse Management ... 403
7.1 ... Common Warehouse Management Tasks ... 403
7.2 ... Inbound Logistics ... 439
7.3 ... Outbound Logistics Control ... 468
7.4 ... Outbound Logistics ... 473
7.5 ... Internal Logistics ... 499
7.6 ... Physical Inventory ... 534
7.7 ... Production Control ... 553
7.8 ... Execution ... 563
7.9 ... Summary ... 579
8 ... Project Management ... 581
8.1 ... Projects ... 582
8.2 ... Time Sheets ... 617
8.3 ... Time and Expenses ... 623
8.4 ... Resource Management ... 625
8.5 ... Approvals ... 634
8.6 ... Change Management ... 638
8.7 ... Invoice Preparation ... 640
8.8 ... Summary ... 656
9 ... Financial and Management Accounting ... 657
9.1 ... General Ledger Accounting ... 658
9.2 ... Accounts Payable ... 681
9.3 ... Accounts Receivable ... 703
9.4 ... Cash and Liquidity Management ... 729
9.5 ... Payment Management ... 756
9.6 ... Travel and Expense ... 772
9.7 ... Fixed Assets ... 777
9.8 ... Inventory Valuation ... 801
9.9 ... Cost and Revenue ... 814
9.10 ... Tax Management ... 825
9.11 ... Summary ... 828
10 ... Human Capital Management ... 829
10.1 ... Personnel Administration ... 829
10.2 ... Time Administration ... 834
10.3 ... Compensation ... 851
10.4 ... Summary ... 863
11 ... Analytics for Business Users ... 865
11.1 ... Working with Reports ... 865
11.2 ... Dashboards ... 878
11.3 ... Summary ... 886
12 ... Administration ... 889
12.1 ... Business Configuration ... 889
12.2 ... Application and User Management ... 891
12.3 ... Summary ... 911
... The Authors ... 913
... Index ... 915
... Preface ... 17
... Target Audience ... 17
... The Objective and Structure of This Book ... 17
... Acknowledgments ... 18
1 ... General Navigation ... 21
1.1 ... Introduction to SAP Business ByDesign ... 21
1.2 ... Home ... 25
1.3 ... Managing Your Area ... 48
1.4 ... Summary ... 51
2 ... Master Data ... 53
2.1 ... Account Master Data ... 53
2.2 ... Supplier Master Data ... 67
2.3 ... Product Hierarchy ... 80
2.4 ... Products ... 82
2.5 ... Entitlements ... 102
2.6 ... Organizational Management ... 108
2.7 ... Planning and Production Master Data ... 110
2.8 ... Supply Chain Master Data ... 129
2.9 ... Warehousing and Logistics Master Data ... 133
2.10 ... Summary ... 141
3 ... Customer Relationship Management ... 143
3.1 ... Account Management ... 144
3.2 ... Marketing ... 150
3.3 ... New Business ... 163
3.4 ... Sales Orders, Contracts, and Returns ... 182
3.5 ... Pricing ... 222
3.6 ... Summary ... 239
4 ... Service Management ... 241
4.1 ... Service Entitlements ... 241
4.2 ... Service Desk ... 278
4.3 ... Service Orders ... 287
4.4 ... Field Service and Repair ... 312
4.5 ... Summary ... 324
5 ... Supplier Relationship Management ... 325
5.1 ... Sourcing and Contracting ... 325
5.2 ... Purchasing ... 344
5.3 ... Summary ... 373
6 ... Supply Chain Management ... 375
6.1 ... Planning ... 375
6.2 ... Supply Control ... 395
6.3 ... Summary ... 402
7 ... Warehouse Management ... 403
7.1 ... Common Warehouse Management Tasks ... 403
7.2 ... Inbound Logistics ... 439
7.3 ... Outbound Logistics Control ... 468
7.4 ... Outbound Logistics ... 473
7.5 ... Internal Logistics ... 499
7.6 ... Physical Inventory ... 534
7.7 ... Production Control ... 553
7.8 ... Execution ... 563
7.9 ... Summary ... 579
8 ... Project Management ... 581
8.1 ... Projects ... 582
8.2 ... Time Sheets ... 617
8.3 ... Time and Expenses ... 623
8.4 ... Resource Management ... 625
8.5 ... Approvals ... 634
8.6 ... Change Management ... 638
8.7 ... Invoice Preparation ... 640
8.8 ... Summary ... 656
9 ... Financial and Management Accounting ... 657
9.1 ... General Ledger Accounting ... 658
9.2 ... Accounts Payable ... 681
9.3 ... Accounts Receivable ... 703
9.4 ... Cash and Liquidity Management ... 729
9.5 ... Payment Management ... 756
9.6 ... Travel and Expense ... 772
9.7 ... Fixed Assets ... 777
9.8 ... Inventory Valuation ... 801
9.9 ... Cost and Revenue ... 814
9.10 ... Tax Management ... 825
9.11 ... Summary ... 828
10 ... Human Capital Management ... 829
10.1 ... Personnel Administration ... 829
10.2 ... Time Administration ... 834
10.3 ... Compensation ... 851
10.4 ... Summary ... 863
11 ... Analytics for Business Users ... 865
11.1 ... Working with Reports ... 865
11.2 ... Dashboards ... 878
11.3 ... Summary ... 886
12 ... Administration ... 889
12.1 ... Business Configuration ... 889
12.2 ... Application and User Management ... 891
12.3 ... Summary ... 911
... The Authors ... 913
... Index ... 915