Enhanced Functionality awareness Audit by hns

• Client Name

• Other Remark

• Conducted on

  Date

Client Details

• Audit Participants

• Go Live Date

Audit Logistics

• Conducted by

• Set up your Message Preferences - useful to avoid annoying questions by setting default yes/no answers

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/set-up-your-message-preferences.html

• Simplify Your Setting - unused advanced features - to de-clutter your menu

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/simplify-your-setting-unused-advanced.html

• Cancellation of payments <br>1. only payment <br>2. deposit

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• 
  https://hnssapb1clients.blogspot.com/2018/07/canceling-payment.html

• Report of Emails sent from SAP

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/email-report.html

• Show general advanced functionalities ?

  Yes

  No

  N/A

Productivity tools

• Status in Activities Module

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/status-in-activities-module.html

• ??? Reconciliation Date effect in Ledger report

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/reconciliation-date-effect-in-ledger.html

• ??? Change Order of items in transaction entry

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/change-order-of-items-in-transaction.html

• ??? Edit qty in partially Delivered Order

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/edit-qty-in-partially-delivered-order.html

• ??? Send Email with transaction entry automatically

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/send-email-with-transaction-entry.html

• ??? Document Print sequence

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/print-sequencing-for-document-printing.html

• Data & Menu Search

  Demonstrated

  Not Applicable

  Later

  Already Aware

• Preview more details - Tooltip : <br>On the spot view of selected fields on the golden arrow

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/preview-more-details-tooltip.html

• Document generation wizard - eg. To generate any sales document from prev process (available only in sales documents) such as auto generate sales invoices based on sales order / quotations / delivery note etc.

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/document-generation-wizard.htm

• Context menu (Right Click) or Go To menu

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/context-menu.html

• Drag and Relate

  Yes

  No

  N/A

• Live Collaborations <br>This is a Live Collaborations or Chatting and messaging tool with the SAP users (both active as well the currently inactive users ) or user groups. Document & Data sharing can also be done which could be quite useful

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/live-collaboration.html

• User Defaults : <br>The following are a few of the important parameters that can be set for each User : <br>Address<br>WareHouse<br>Cheque Received A/c<br>Attachment Path

  Demonstrated

  Not Applicable

  Later

  Already Aware

• Activity Management : <br>There is a complete module for managing Tasks & Activities which can be assigned to any user. These activities can be linked to any specific transaction or can be standalone tasks.

  Demonstrated

  Not Applicable

  Later

  Already Aware

• Auto Attached PDF

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/auto-attached-pdf.html

• Opening and closing remarks for documents

  Demonstrated

  Not Applicable

  Later

  Already Aware

• Attachments : <br>Every Transactions & Masters have the provision of linking any documents or files which can be viewed from within the transaction.

  Demonstrated

  Not Applicable

  Later

  Already Aware

• Linking of any documents (goods receips, goods transfer etc. ) in Sales & Purchase transactions

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/manually-linking-referenced-document.html

• Import transactions from Excel -

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/import-transactions-from-excel.html

• Update Docs in Approval Process - 9.3 <br><br>

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/update-docs-in-approval-process-93.html

• Show Basic General functionalities ?

  Yes

  No

  N/A

Basic useful features

• Customize Shortcuts-F Keys

  Yes

  No

  N/A

• https://hnssapb1clients.blogspot.com/2018/07/customize-shortcuts-f-keys-shortcuts.html
  https://hnssapb1clients.blogspot.com/2018/07/customize-shortcuts-f-keys-shortcuts.html

• Document Series - Muliple

  Yes

  No

  N/A

• https://hnssapb1clients.blogspot.com/2018/07/document-series-muliple.html
  
  https://hnssapb1clients.blogspot.com/2018/07/document-series-muliple.html

• Manage Menus

  Yes

  No

  N/A

• https://hnssapb1clients.blogspot.com/2018/07/manage-menus.html
  https://hnssapb1clients.blogspot.com/2018/07/manage-menus.html

• Changing the report Layout

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/changing-report-layout.html

• Misc. Screen/Document Tips : <br><br>Use down arrow for fast entry in marketing documents. <br><br>View last prices for an item : <br>Right Click in Unit Price field and select “Last Prices” <br><br>View batch / serial numbers selected for an item. : <br>Right click on Quantity field and select “Batch/Serial Number Transaction Report” <br><br>Display column totals in queries :<br>Ctrl and click (hold the control key down and click on tab) on column to total

  Yes

  No

  N/A

• More details from Master - BP Data

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/more-details-from-master-data-bp.html

• Customize Your Tags / Field Labels

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/customize-your-tags-field-labels.html

• Relationship Map

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/relationship-map.html

• My Menu : <br>This is a customized menu system which can be created by the users themselves of all the transactions that are required by them.

  Demonstrated

  Not Applicable

  Later

  Already Aware

• Pre defined text in text box

  Demonstrated

  Not Applicable

  Later

  Already Aware

• The Open Items List

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/the-open-items-list.html

• Relationship map

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Copy to - from documents

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• My Shortcuts... Function keys

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Golden Arrow

  Yes

  No

  N/A

• Textual Shorthand

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• ??? Export documents.....<br>File

  Yes

  No

  N/A

• Email sending

  Yes

  No

  N/A

• Managing menus

  Yes

  No

  N/A

• Journal entry preview

  Yes

  No

  N/A

• Screen field display on /off

  Yes

  No

  N/A

• Control tab for customized BP and Item name

  Yes

  No

  N/A

• General keyboard shortcuts

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Show list of SAP Reports ?

  Yes

  No

  N/A

In Built Reports

• Sales and Purchasing: Open Items List; Open Items List; Document Drafts Report; Backorder; Sales Analysis; Purchase Analysis; Purchase Request Report; Purchase Quotation Comparison Report; Blanket Agreement Fulfillment Report; Locate Exceptional Discount in Invoice; SP Commission by Invoices in Posting Date Cross-Section; Sales Order Without Deposit; Sales Order Linked to Deposit; Purchase Order Without Deposit; Purchase Order Linked to Deposit<br>

  Yes

  No

  N/A

• Financial reports: Accounting; Financial; Comparison; Budget reports<br>

  Yes

  No

  N/A

• Banking: Payment Drafts Report; Checks for Payment in Date Cross Section Report; BP Bank Accounts Query; House Bank Accounts Query; External Reconciliation<br>

  Yes

  No

  N/A

• Inventory: Items List; Last Prices Report; Inactive Items; Inventory Posting List; Inventory Status; Inventory in Warehouse Report; Inventory Audit Report; Batches and Serials Inventory Audit Report; Inventory Valuation Simulation Report; Serial Number Transactions Report; Batch Number Transactions Report; Price Report; Discount Group Report; Inventory Counting Transactions Report; Inventory Valuation Method Report; Inventory Turnover Analysis<br><br>

  Yes

  No

  N/A

• Production: Bill of Materials Report; Open items List<br>

  Yes

  No

  N/A

• Business Partners: My Activities; My Activities Overview; Inactive Customers; Dunning History Report; Campaigns List; Customer Receivables by Customer Cross-Section; Customers Credit Limit Deviation; Aging reports; Internal Reconciliation reports<br>

  Yes

  No

  N/A

• CRM: My Activities; Activities Overview; Inactive Customers; Campaigns List; Opportunities<br><br>Opportunities: Opportunities Forecast Report; Opportunities Forecast Over Time Report; Opportunities Forecast Over Time Report; Opportunities Statistics Report; Opportunities Report; Stage Analysis; Information Source Distribution Over Time Report; Won Opportunities Report; Lost Opportunities Report; My Open Opportunities Report; My Closed Opportunities Report; Opportunities Pipeline<br>

  Yes

  No

  N/A

• Service: Service Calls; Service Calls by Queue; Response Time by Assigned To; Average Closure Time; Service Contracts; Customer Equipment Card Report; Service Monitor; My Service Calls; My Open Service Calls; My Overdue Service Calls<br>

  Yes

  No

  N/A

• Human Resources: Employee List; Absence Report; Phone Book

  Yes

  No

  N/A

• Show Sales module advanced functionalities ?

  Yes

  No

  N/A

Sales Module Advance features

• Pick & Pack Manager

  Yes

  No

  N/A

• https://hnssapb1clients.blogspot.com/2018/07/pick-pack-manager.html
  https://hnssapb1clients.blogspot.com/2018/07/pick-pack-manager.html

• Packing Slip

  Yes

  No

  N/A

• https://hnssapb1clients.blogspot.com/2018/07/packing-slip.html
  https://hnssapb1clients.blogspot.com/2018/07/packing-slip.html

• Discount Group

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/discount-group.html

• ??? Change Freight in One Document

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/change-freight-in-one-document.html

• Blanket Agreement

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Sending invoice in email

  

• AR Down Payment system : for deducting TDS & GST against advance

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Stock available & to promise

  Yes

  No

  N/A

• Back to back Purchase order from Sales Order

  Yes

  No

  N/A

• ??? Create Invoice + Payment for Any BP<br>

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/create-invoice-payment-for-any-bp-each.html

• BP Catalog system

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Return Request (A/R) <br> This pre-step for the return document includes the agreed quantities, prices, return reason and return action before the goods are actually<br>returned.<br> For Goods Return Request you can manage serials and batches.<br> Request transaction creates an allocation on the item master record.<br>

  Yes

  No

  N/A

• BP Credit Limit & Commitment Limit

  Yes

  No

  N/A

• Campaign management using wizard

  Yes

  No

  N/A

• Copy Closed Sales Quotations

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/after-you-create-sales-order-in-sap.html

• Show Purchase Module advanced functionalities ?

  Yes

  No

  N/A

Purchase system Advanced functionalities

• Manage Freight Cost in purchase

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/manage-freight-cost-in-purchase.html

• Reopen and Update Your Orders for Goods return

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/reopen-and-update-your-orders-for-goods.html

• Catalog System

  Yes

  No

  N/A

• Price List system : BP wise

  Yes

  No

  N/A

• Lookup Prices in the last ## transactions - Right click on Rate & select Last Price

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Price Report - Displays the prices in the different Price Lists - Right click on Rate & select Price Report

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Special Price list - Qty based discounting

  Yes

  No

  N/A

• Goods Return Request (A/P).....9.3<br> This pre-step for the return document includes the agreed quantities, prices, return reason and return action before the goods are actually returned.<br> For Goods Return Request you can manage serials and batches.<br> Request transaction creates an allocation on the item master record.<br>

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Stock available & to promise

  Yes

  No

  N/A

• Purchase Quotations Wizard

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/purchase-quotations-wizard.html

• Purchase Request system

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/purchase-request-system.html

• Blanket Agreement...Especially useful since the quantity does not affect the available stock

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/blanket-agreement.html

• Document Opening and Closing Remarks - Valid for all sales / purchase documents available on context menu (Right click)

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/document-opening-and-closing-remarks.html

• Campaign Management

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/campaign-management.html

• Procurement wizard by document or by line (useful for creating purchase order based on sales quotations or order ). It is useful mainly for trading type of items.

  Yes

  No

  N/A

• Show Business Partners related advanced functionalities ?

  Yes

  No

  N/A

Business Partners

• Lead to Customer or Supplier code... Conversion of code allowed<br>opportunity Management for Request for Quotations for suppliers

  Yes

  No

  N/A

• Set Pricing Hierarchy for Your BPs

  Demonstrated

  Not Applicable

  Later

  Already Aware

• Set Pricing Hierarchy for Your BPs
  
  https://hnssapb1clients.blogspot.com/2018/07/set-pricing-hierarchy-for-your-bps.html

• ??? Connected Vendor in Customer

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/connected-vendor-for-grouping-bps-with.html

• ??? BP master based data ownership

  Yes

  No

  N/A

• Consolidating Business Partners

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/consolidating-business-partners.html

• Show Accounts related advanced functionalities ?

  Yes

  No

  N/A

Accounts Advanced Functionalities

• Multiple Branches Concepts

  Yes

  No

  N/A

• https://hnssapb1clients.blogspot.com/2018/07/multiple-branches.html
  https://hnssapb1clients.blogspot.com/2018/07/multiple-branches.html

• Recurring Postings for Monthly Payments

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/recurring-postings-for-monthly-payments.html

• Create Your Financial Reports Templates

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/create-your-financial-reports-templates.html

• Reconciling Bank Statements More Efficiently

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/reconciling-bank-statements-more.html

• Add More Dimensions to Your Cost Accounting

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/add-more-dimensions-to-your-cost.html

• Month End Closing and Reconciliation

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/month-end-closing-and-reconciliation.html

• Authorization for Outgoing Checks

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/authorization-for-outgoing-checks.html

• Cash Payment Restrictions

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/cash-payment-restrictions.html

• Recurring Transactions<br><br>Rent,Insurance Installments,EMI <br><br>The Recurring Transactions can be found under sales, purchasing and inventory documents.

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• 
  https://hnssapb1clients.blogspot.com/2018/07/recurring-transactions-for-most-of.html

• Segmentation Accounts

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/segmentation-accounts.html

• Report : Document Journal

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Referenced Document in accounting tab

  Yes

  No

  N/A

• Budget system

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• ?? Udf as filters in reports...only financial..ledgers,trial Balance, BS etc.

  Yes

  No

  N/A

• Cost & Profit Centers with distribution rule concepts

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/cost-and-profit-centers-or-multiple.html

• Cash Flow system

  Yes

  No

  N/A

• Journal Voucher : effect without posting

  Yes

  No

  N/A

• Confidential Account

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Branch Accounting Concepts

  Yes

  No

  N/A

• ??? New levels in COA..<br>

  Yes

  No

  N/A

• 
  http:// https://hnssapb1clients.blogspot.com/2018/07/new-level-for-chart-of-accounts.html

• Split Journal entry by line items

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/split-journal-entry.html

• Keyboard Shortcuts <br><br>

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/keyboard-shortcuts.html

• Conslidating Business Partners

  Yes

  No

  N/A

• Financial reports template

  Yes

  No

  N/A

• Price report...context menu on price field

  Yes

  No

  N/A

• ?? Splitting payment means in journal entries

  Yes

  No

  N/A

• Setting reference fields in journal entries

  Yes

  No

  N/A

• ??? Credit and commitment limits for BP

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/credit-commitment-limit.html

• Enable negative payments

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/negative-payments.html

• ??? Journal Entry Remarks can be made mandatory for Header, Rows or both. Remark Template to maintain defaults in <br>rows.

  Demonstrated

  Not Applicable

  Later

  Already Aware

• Ver 9.3 PL 8
  https://hnssapb1clients.blogspot.com/2018/07/credit-commitment-limit.html

• Setting Allow only cash accounts for payments

  Yes

  No

  N/A

• Show Inventory related advanced functionalities ?

  Yes

  No

  N/A

Inventory Advanced Functionalities

• Hierarchical Bin Location Content List

  Yes

  No

  N/A

• https://hnssapb1clients.blogspot.com/2018/07/hierarchical-bin-location-content-list.html
  
  https://hnssapb1clients.blogspot.com/2018/07/hierarchical-bin-location-content-list.html

• ??? Packing slip....after delivery challan..to make multiple packages for each delivery challans....Rakshit

  Yes

  No

  N/A

• ???...Alternate items....clarity on usage???....to ask Satish Moova...Rakshit

  Yes

  No

  N/A

• ???Pick and pack....as solution for Textile trading...baskets.....?...Rakshit

  Yes

  No

  N/A

• ??? Batch or serial on release....Rakshit?

  Yes

  No

  N/A

• Setting in item master..check box... The batch and serial cannot be used util released released....this can be used as quality control for complete batch QC....also can be used by Ria for receiving goods without serial number and then updating by the stores
  
  M
  Batch management...by giving batch numbers and later updating other parameters of the batch..

• ?? Multiple barcodes for each item or UOM

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/bar-codes.html

• Bin Locations Concepts

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• ??? Price generation wizard

  Yes

  No

  N/A

• Automatic Bin Allocation

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/automatic-bin-allocation.html

• Challan to challan Goods Transfer

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Set Item Cost

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/set-item-cost.html

• Price per Pricing unit (useful for extremely low priced items) eg price per 1000 pcs - 9.3

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/pricing-unit-93.html

• Use of Gross or net price in documents...9.3

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Return Request (A/R) or Goods...9.3<br>Return Request (A/P).<br> This pre-step for the return document includes<br>the agreed quantities, prices, return reason and<br>return action before the goods are actually<br>returned.<br> For Goods Return Request you can manage<br>serials and batches.<br> Request transaction creates an allocation on<br>the item master record.<br>

  Demonstrated

  Not Applicable

  Later

  Already Aware

• Purchase Request

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/purchase-request-system.html

• Purchase Quotation

  Yes

  No

  N/A

• Udf in Landed costs...9.2

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/udf-of-landed-costs.html

• Inventory Counting or Physical stock taking

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/inventory-counting-or-physical-stock.html

• ??? Set a Response for Exceeding Stock Levels<br><br>

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/set-response-for-exceeding-stock-levels.html

• Yes

  No

  N/A

• Show Production related advanced functionalities ?

  Yes

  No

  N/A

Production Functionalities

• Resource Management - Item Link

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/resource-management-item-link.html

• Special BOM

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Asssembly & Disassembly BOM

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• MRP system

  Yes

  No

  N/A

• Production Routing sequence

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Show Dynareps Basics related functionalities ?

  Yes

  No

  N/A

Basic Features

• Column manipulation

  Yes

  No

  N/A

• Row Ordering and Grouping

  Yes

  No

  N/A

• subtotal and multiple levels of total

  Yes

  No

  N/A

• Filter options...<br>1. Filter row<br>2. Conditional filter<br>3. <br>

  Yes

  No

  N/A

• Column manipulation

  Yes

  No

  N/A

• Show Dynareps related advanced functionalities ?

  Yes

  No

  N/A

Advanced features

• Custom fields can be used for <br>a. % calculations <br>b. Group total

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Pivot table

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Top-Bottom Formatting

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Top-Bottom Formatting

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Custom fields can be used for <br>a. % calculations <br>b. Group total

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Show Technical & administrative advanced features ?

  Yes

  No

  N/A

Security & Control systems

• Copy Users

  Yes

  No

  N/A

• https://hnssapb1clients.blogspot.com/2018/07/copy-users-new-employee-means-new-id.html
  https://hnssapb1clients.blogspot.com/2018/07/copy-users-new-employee-means-new-id.html

• Manage License

  Yes

  No

  N/A

• https://hnssapb1clients.blogspot.com/2018/04/license-allocation.html
  https://hnssapb1clients.blogspot.com/2018/04/license-allocation.html

• Enhanced UDF

  Yes

  No

  N/A

• Enhanced UDF
  http://Enhanced UDF

• Export Query created in SAP Business One

  Yes

  No

  N/A

• 
  http://ttps://hnssapb1clients.blogspot.com/2018/07/export-query-created-in-sap-business-one.html

• ??? Enable Suggestions

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/enable-suggestions.html

• Data Management (Bulk)

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/data-management-bulk.html

• Implementation Center

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/implementation-center.html

• Udf management... Hiding and grouping udfs as categories ...??? Explore hoe to assign udfs to users or user groups...instead of templates

  Yes

  No

  N/A

• Change Log cleanup - it helps to reduce the log size

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• 
  https://hnssapb1clients.blogspot.com/2018/07/change-logs-cleanup-93.html

• User Authorizations

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/user-authorizations.html

• Authorization groups for access

  Yes

  No

  N/A

• Locking period for document cancellation

  Yes

  No

  N/A

• Allow copying closed documents <br><br>Go to Administration > System Initialization > Document Settings > Per Document and select Document Sales Quotation. Click “Allow Copying Closed Quotation to Target Dec.”.

  Yes

  No

  N/A

• Display cancelled documents

  Yes

  No

  N/A

• Approval system : <br>Conditional Transaction approval system

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Authorizations & Access Control : <br>The Admin user can Control the transactions & modules which any user can Access

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• 
  https://hnssapb1clients.blogspot.com/2018/07/user-authorizations.html

• Change Log : <br>This facilitates to view the changes made to any transaction data

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Access Log :<br>This enables the administrator to control the user access to modules, transactions & add,change,view rights

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Data ownership : Document based or Business Partner based <br><br>

  Yes

  No

  N/A

• 
  https://hnssapb1clients.blogspot.com/2018/07/data-ownership.html

• Confidential Accounts

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• ??? Support user concept

  Yes

  No

  N/A

• ??? Set Up Your Own User Preferences - 9.3

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/set-up-your-own-user-preferences-93.html

• Enhanced UDFs

  Yes

  No

  N/A

• UI customization - Edit form

  Yes

  No

  N/A

• Creating UDFs

  Yes

  No

  N/A

• ??? Add More Query Authorization Groups
  https://hnssapb1clients.blogspot.com/2018/07/add-more-query-authorization-groups.html

• UI template

  Yes

  No

  N/A

• ??? Change Logs Cleanup - 9.3
  https://hnssapb1clients.blogspot.com/2018/07/change-logs-cleanup-93.html

• Yes

  No

  N/A

• Yes

  No

  N/A

• Show Special Add Ons related advanced functionalities ?

  Yes

  No

  N/A

Special Addons

• DynaReps

  Yes

  No

  N/A

• Customer Relationship Manager CRM

  Yes

  No

  N/A

• RepoRobot

  Yes

  No

  N/A

• Addon...Quality Control

  Yes

  No

  N/A

• Addon....Preventive Maintenance

  Yes

  No

  N/A

• Quality Control in SAP Business One
  
  As a modern manufacturer, you face continuous pressure to keep product costs down while delivering more product choices under a broader array of regulatory compliance requirements. As a result, you’re looking for the best way to improve product quality in your ever-changing manufacturing environment.
  
  To ensure high product quality, you need quality control (QC) throughout your entire manufacturing process; gone are the days you can check product quality only at the end of a production run. Today, the QC process begins with selecting the right suppliers and evaluating their performance, continues through production, and ends only when final delivery is made and customer feedback obtained.
  
  With SAP Business One, you can embed quality control in everything you do to manufacture products. It’s easy to gather, report, and analyze a unified set of quality data throughout your entire process and across all your manufacturing sites, including crucial insights into supplier performance and customer satisfaction levels.
  
  How SAP Business One Embeds Quality Control
  
  Small and midsized manufacturers document their quality assurance (QA) process in SAP Business One and manage it within the system. ‘Managing QA’ means setting quality standards, then capturing, alerting, and reporting on exceptions, both in real time and with historical data.
  
  What can you document and track for QA? SAP Business One touches every part of your business, so you can apply QA standards to virtually everything. The following is a partial list, including some of the most commonly tracked QA criteria:Hand with marker writing the word Quality.jpeg
  
  Part quality (pre-, mid-, and post-production)
  Vendor performance (via scorecards)
  Product batch and lot quality
  Delivery performance
  Order submission accuracy
  Claims accuracy
  Part/product upgrades/downgrades
  SLA adherence
  The alerting capabilities within SAP Business One help you react to QC issues as they occur. Equally important, you can set alerts for proactive QC checks. For example:
  
  Email or SMS when an ‘inspection lot’ is created
  Automated alert to inspection team when part samples arrive
  Alert 3PL warehouse team (via email or SMS) to move certain stock into ‘restricted use’ upon failed QC check
  Trigger a workflow when an inspection lot has high defect rate (over your established standard)
  Cancel all purchase orders from a vendor whose parts fail above a certain threshold (tracked via customer returns)
  Alert compliance teams when part and/or product defects reported for final products under regulatory scrutiny
  Reports & Analysis Allow for Continued Quality Improvements
  
  SAP Business One’s provision of historical data, real-time reports, and real-time production data combine to yield the strategic insight you need to prioritize quality. By automating and standardizing your data collection, the reporting you perform gains more meaning. As you view real-time and historical reports, you can understand the quality trends occurring throughout your supply chain, manufacturing, and delivery processes. It’s important to note that these aren’t SAP-dictated reports, but rather reports you can configure to match your operations, processes, and workflows.
  
  The Benefits of Embedded QC with SAP Business One
  
  With SAP Business One underpinning your business processes, you already have the ideal ERP system. Leveraging it for quality control delivers several additional benefits. First, you’ll reduce your product costs by minimizing rework and recalls. Second, you can avoid reputation-damaging product recalls. Third, you’ll maximize revenue and profitability while ensuring solid long-term customer relationships.

• Show Advanced Modules ?

  Yes

  No

  N/A

Advanced Modules

• Mobile App : <br>SAP Provides Mobile Apps both for the iOS & Android platforms These apps can be configured with your Database. These App have most of the functionalities required by a user who is on the move.

  Demonstrated

  Not Applicable

  Later

  Already Aware

Resource Management

• Service Module - Automation of Customer Equipment Cards

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/service-module-automation-of-customer.html

Human Resources

• Employee Master

  Demonstrated

  Not Applicable

  Later

  Already Aware

• Time Sheet Log

  Demonstrated

  Not Applicable

  Later

  Already Aware

• Show Other useful Applications, tools & utilities ?

  Yes

  No

  N/A

SAP Add-ons

• Collection Add On

  Yes

  No

  N/A

• Sales Dispatch Add-on

  Yes

  No

  N/A

SAP Compatible External Add Ons

• HR-One

  Yes

  No

  N/A

• CRM - SAP Linked

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• DynaReps

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• RepoRobot

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

Non SAP Business Applications

• Google Drive

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Task / Project Management - Asana

  Yes

  No

  N/A

• iAufitor - For QC, Checklist etc.

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Google Maps

  Yes

  No

  N/A

• CRM Software

  Aware & Using

  Not Aware

  Aware but not yet using

  Aware but not required

• Show HANA Features related advanced functionalities ?

  Yes

  No

  N/A

Hana features

• Sales Recommendations

  Yes

  No

  N/A

• Sidebars with Analytics display

  Yes

  No

  N/A

• Interactive Analysis Report Designer

  Yes

  No

  N/A

• Cash flow forecast

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/cash-flow-forecast-hana.html

• Customer 360 in Hana

  Demonstrated

  Not Applicable

  Later

  Already Aware

• 
  https://hnssapb1clients.blogspot.com/2018/07/customer-360-in-hana.html

• Schedule the Payment Wizard Run<br><br>https://hnssapb1clients.blogspot.com/2018/07/schedule-payment-wizard-run-hana-only.html

  Yes

  No

  N/A