SAP Business ByDesign: Business User Guide

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.

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... 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