SAP Business One for Service & Maintenance
Brochure
Software for Maintenance, Repair & Overhaul Companies
SAP Business One for Service & Maintenance SAP Business One for Service & Maintenance is the ideal choice for companies with maintenance, repair and overhaul (MRO) operations. SAP Business One for Service & Maintenance provides essential functions for preventative and corrective maintenance, including comprehensive service orders combined with job scheduling, capacity planning and flexible invoicing. SAP Business One for Service & Maintenance supports service order estimating based on templates and past projects, comprehensive invoicing with labour & parts, and extensive service history. The benefits include accurate and on-time invoicing, improved utilisation of resources, improved financial control, visibility & profitability, and of course, improved customer satisfaction. Meeting the demands of customers for timely and high-quality maintenance and service can put a lot of pressure on a company and require the coordinated efforts of the entire organisation. Managing the multitude of invoicing frequencies, coordinating parts, supplies and other materials, whilst balancing labour & capacity constraints in order to meet customer deadlines can substantially increase the complexity of your organisation and lead to errors, missed deadlines, and diminished efficiency. Integrated software solutions that are optimised for service and maintenance operations are vital to remaining competitive. SAP Business One for Service & Maintenance is just such a solution. It offers a comprehensive solution for small and midsized companies, or a departmental solution for large organisations. Key Benefits Improved service response times and quality Increased accuracy of estimates and quoting Easy, fast and accurate invoicing
Easy and powerful planning Quick and proven ROI Improved scheduling & resource allocation Reduced emergency repairs Easy to Use, Drill downs, Alerts and Approvals
SAP Business One for Service & Maintenance suits almost any company: MRO as core business MRO for internal use MRO for production and/or trade industry
SAP Business One for Service & Maintenance Service Contract Invoicing Depending on the invoice frequency, service contracts can be automatically queued for invoicing, therefore ensuring efficient and timely billing. Maintenance service order Based on the maintenance frequency from the customer equipment cards, the system automatically generates maintenance service orders. This can be altered by selectable timeframes, counters or by the order in which they were received. Service calls Based on service calls the system can generate service orders. On the service call screen there is a complete overview of previous service calls, previous service orders and planned service orders. Service Order Planning Graphical planning tools make scheduling and planning fast and easy. Service order planning and capacity planning are fully integrated. Service orders and tasks can be assigned to employees by using a simple drag and drop interface. Job costing Every service order can include a budget, with real-time access to actual costs, service order margin, and WIP. Therefore giving an up-to-date insight in the status of the service order and its progress. Extensive drill-down options to activities, material and labour is available. Service Order Invoicing Flexible invoicing options are included. Invoices can be based on calendar patterns, milestones, percentage of completion, or on-demand. Invoices can include labour, material and expenses. Each service order can have its own billing pattern. Procurement & Stock Comprehensive material planning and procurement functionality. Materials can be linked to specific activities or milestones allowing for just-in-time purchasing. There is support for multiple warehouses in combination with order advice and project stock. Time sheets Booking of direct and indirect hours with real-time rollup to a service order and flexible invoicing. Time entry can also be done remotely via a web browser. Financial Administration Completely integrated financial administration that is fed from all other relevant components of the software solution. Combined with flexible and extensive financial reporting. CRM Robust and easy to use CRM functionality that is fully integrated and ensures that all customer information is transparent, with graphical analysis.
Overview in 6 steps... Step 1: Create a Service Contract
Service contracts can be created quickly and easily. Link the objects you want to do service on and define the contract terms and invoice frequency. With this service contract you now have a simple basis for the maintenance planning and the service contract invoicing. It is very flexible. No more searching for what should be invoiced or already is. You have a direct overview of service calls and invoiced amounts. Step 2: Create a Customer Equipment Card
The customer equipment card provides the details and history of a particular item, as well as the complete overview of all service related information about the item, customer and service contracts. They can be created manually or automatically, based on time, counter or by the order they are received. It provides information such as a manufacturer's serial number, replacement serial number and the service interval. Equipment cards can be easily linked and associated with service orders.
Overview in 6 steps... Step 3: Service Calls
All incoming service calls can be easily registered within the system. It keeps a record of past service activities and the information can be integrated with a comprehensive service knowledgebase. From a service call a service order can be created with just the click of a button. All information needed for a service order will be sent from the service contract, the customer equipment card and the service call. Step 4: Service Order
For many companies the service order is the starting point of actual service activities. The service order can be manually created or generated automatically from a service contract, maintenance planning or service call. Everything a service engineer needs regarding the job, material, costs and information can be included in the service order.
Overview in 6 steps... Step 5: Service Order Planning
Graphical planning tools make scheduling and planning service orders fast and easy. Project planning, capacity planning and scheduling are fully integrated. All service orders, both preventative and corrective, can be assigned to employees by using a simple drag and drop interface. After the service order is completed, all labour, material and costs are booked and the service order can be closed. Step 6: Service Invoicing
The system provides a variety of flexible invoicing options. Invoices can include all hours worked, expenses, and material consumed. Service contracts can specify the invoice price and the required invoicing frequency in time or metering. Invoices can be generated manually, or automatically queued for processing according to predefined billing patterns. After the service invoices are created, the system will give you a clear overview of your service order margins.
Why SAP Business One? Frontline Consultancy is pleased to be able to offer SAP Business One for Service & Maintenance. As SAP Business One Gold Partners, we can help you get the very best from this outstanding software. SAP Business One is an affordable, easy-to-use, easy-to-implement business management solution. Built from the ground up to meet the needs of small and midsize businesses, SAP Business One enables you to manage your entire business across financials, sales, service, customers and operations. A single powerful software system, SAP Business One automates business processes, streamlines end-to -end operations and delivers a true and unified picture of your business information. With instant access to highly accurate business-critical information you gain control. That control enables you to respond faster to market needs and to focus on your company growth and profitability. Information becomes a secured strategic asset; everyone authorised within your organisation, managers and employees alike can access and process information more effectively, and make sound business decisions based upon it.
Functionality Overview SAP Business One is a comprehensive and versatile business management solution equipped with an easy to use interface and serves as the primary ERP application. The solution provides all the administrative functions that let you customise and back-up data, define currency exchange rates, configure permissions and alerts and access information from non-SAP software. In addition, it comprises generic areas of functionality that help extend its capabilities far beyond its primary administrative function and enable it to streamline your entire business processes.
Finance Handles all your financial transactions including general ledger, account set up and maintenance, journal entries, foreign currency adjustments and budgets.
Bank transactions Takes care of all your financial processing such as cash receipts, deposits, advance payments, credit-card payments and bank reconciliation.
Controlling Lets you define profit centres and distribution rules to distribute the costs to these profit centres. You can also generate profit-and-loss reports for each centre.
Sales Helps you create price quotes, enter customer orders, set up deliveries, update stock balances and manage all invoices and accounts receivables.
Purchasing Manages and maintains supplier transactions such as issuing purchase orders, updating stock numbers, calculating the value of imported items, handling returns and credits, and processing payments.
Integral Customer Relationship Management Controls all the information on your customers, resellers and suppliers including profiles, contact summaries, account balances and sales pipeline analysis.
Stock control Handles stock levels, item management, price lists, special price agreements, transfers between warehouses and stock transactions.
Materials Requirements Planning (MRP) SAP Business One offers a simple yet powerful planning system that helps production planners or buyers schedule and manage items for production or purchasing based on a variety of criteria.
Reporting Creates powerful reports for nearly every aspect of your business including customer and supplier debt, sales, cash flow, customer contact summaries, book-keeping, warehouse stock, financial statements, pricing, customer activity and more (via pre-defined reports or define-it-yourself queries).
Service cycle management Optimises the potential of your service departments, providing support for service operations, service contract management, service planning, tracking of customer interaction activities, customer support and management of sales opportunities.
Employee profiles Provides staff management capabilities including employee details, contact information and absence reports.
Multicurrency transactions Business transactions can be conducted and reported in multiple currencies. Support for multi-lingual capability includes 27 languages and 40 countries.
Integrate SAP Business One with Microsoft Office SAP Business One is fully integrated with Microsoft Office products, including Microsoft Outlook, enabling seamless communication that can span your organisation and business functions. Departments can share contacts, appointments and tasks.
Financials
Sales
Service
-Chart of accounts -Journal entries -Posting templates -Recurring postings -Exchange rates in multiple currencies -Financial reports -Budget mgmt -Cost accounting -Multiple posting periods -Incoming payments -Outgoing payments -Payment run -Bank statement processing -Cheques -Credits -Deferred payments -Account reconciliation -DATEV/ELSTER -Fixed Assets -SEPA
-Opportunity and pipeline mgmt -Contact mgmt -Activities mgmt -Calendar -Campaign mgmt -Blanket agreements -Quotations -Purchase orders -Deliveries -Returns -Invoices -Dunning -Price lists in multiple currencies -Special prices -Period and volume discounts -Customer mgmt -Gross profit calculation -Microsoft Office integration
-Service mgmt -Service planning -Tracking across multiple customer interactions -Equipment card handling -Service dashboards -Service contracts -Mobile interaction -Recurring transactions -Human resource integration -Knowledge database -Service calendar -Service call processing
Purchasing -Purchase request -Purchase quotations -Web enabled RFQ -Purchase orders -Goods receipt POs -Goods returns -A/P invoice -A/R reserve invoice -Down payment invoice/request -Cancel marketing documents -A/P credit memos -Landed costs -Intrastat -Import process -Workflow
Inventory
Production
-Item mgmt -Item lists -Price lists -Goods receipts -Goods issues -Inventory transactions -Transfers -Serial number mgmt -Batch number mgmt -Pick and pack -Recurring transactions -Inventory tracking -Bin location -Multiple measurements
-Bills of material -Item sets -Production orders -Goods issues Goods receipts -Production dashboards -GL account determination -Life cycle mgmt -Item cost calculation -Forecasts -MRP -Drop ship -Make to order -Order recommendations
About Frontline…. Frontline Consultancy has the depth of knowledge and breadth of skills to deliver a complete and highly successful implementation of SAP Business One.
We cover everything including:
Hardware
Networking and remote / multi-site use
Fully accredited SAP Business One Gold Partner.
Software implementation and training
Established in 1991, we have decades of experience in implementing software solutions across multiple sectors.
Business change
Support, upgrades and software changes
We understand your challenges and processes.
System integration (e.g. EDI & bank reconciliation)
In-depth knowledge of the key issues in today's marketplace.
Hosting
Extensive project management experience backed up by a proven implementation methodology.
Successful track record of implementations through our breadth of skills.
Excellent training available at the customer's site or at our offices.
Full, responsive support capabilities - from using the software in a business context through to maintaining the infrastructure it sits on.
A complete service - ensuring low total cost of ownership and providing a single point of contact.
Frontline Consultancy, Frontline House, Epsom Avenue, Brooke Park Estate, Wilmslow, Cheshire Tel: 0161 486 4400 Fax: 0870 606 7300 info@frontline-consultancy.co.uk www.frontline-consultancy.com
As an accredited Gold Partner for SAP Business One, Frontline Consultancy have proven expertise in all aspects of the software and we have met stringent SAP requirements for training, certification and business standards and practices. Our aim is to implement the solution best suiting your needs and deliver exceptional service at a competitive rate.
Frontline Consultancy can offer SAP Business One as a fully managed hosted solution. This means that you can focus on your business while Frontline Consultancy manages the delivery of SAP Business One to your desktop and mobile devices 24/7, 365 days each year.