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.
2. 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.
SAP Business One for Service & Maintenance
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 mid-
sized companies, or a departmental solution for
large organisations.
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
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
3. 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.
4. 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.
5. 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.
6. 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.
7. 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.
8. 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 Purchasing Inventory Production
-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
-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
-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
9. 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.
Fully accredited SAP Business One Gold
Partner.
Established in 1991, we have decades of
experience in implementing software
solutions across multiple sectors.
We understand your challenges and
processes.
In-depth knowledge of the key issues in
today's marketplace.
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.
We cover everything including:
Hardware
Networking and remote / multi-site use
Software implementation and training
Business change
Support, upgrades and software changes
System integration (e.g. EDI & bank
reconciliation)
Hosting
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.
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