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ATUL PATANKAR [ ASUG INSTALLATION MEMBER MEMBER SINCE: 2000 LINDA WILSON [ ASUG INSTALLATION MEMBER MEMBER SINCE: 1999 JUERGEN LINDNER [ SAP POINT OF CONTACT.

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Presentation on theme: "ATUL PATANKAR [ ASUG INSTALLATION MEMBER MEMBER SINCE: 2000 LINDA WILSON [ ASUG INSTALLATION MEMBER MEMBER SINCE: 1999 JUERGEN LINDNER [ SAP POINT OF CONTACT."— Presentation transcript:

1 ATUL PATANKAR [ ASUG INSTALLATION MEMBER MEMBER SINCE: 2000 LINDA WILSON [ ASUG INSTALLATION MEMBER MEMBER SINCE: 1999 JUERGEN LINDNER [ SAP POINT OF CONTACT MEMBER SINCE: 1998 [ ] Improving Processes & Profits with Achieve One for SAP Business One [ 11/14/2012 Tim Singleton – CEO Daryl Goodman – ERP Mgr

2 [ Real Experience. Real Advantage. 2 Who We Are - Achieve IT Solutions, Inc Our Company Since 1989 the mission of Achieve IT Solutions has been to help our customers become best run businesses through innovative consulting and technology. A Gold Level SAP Partner, we proudly represent SAP BusinessObjects, for business intelligence & analytics, and SAP Business One, for ERP & accounting software.SAP BusinessObjects SAP Business One Achieve IT Solutions is also the developer of Achieve One, an SAP Certified Application for SAP Business One.Achieve One Locations: New York, Massachusetts, Illinois, Georgia, Florida, North Carolina Member of SAP Partner Advisory Council Top 10 SAP Business One Partner: 2006, 2007, 2008, 2009, 2010, 2011 Employees: 30+ Customers: 200+ Wholesale Distribution & Manufacturing focused since 1989 Locations: New York, Massachusetts, Illinois, Georgia, Florida, North Carolina Member of SAP Partner Advisory Council Top 10 SAP Business One Partner: 2006, 2007, 2008, 2009, 2010, 2011 Employees: 30+ Customers: 200+ Wholesale Distribution & Manufacturing focused since 1989

3 [ Real Experience. Real Advantage. 3 Our Proud History Founded 1989 – Technology Firm Dedicated to the Distribution Industry 1989 – FACTS Distribution Software (Infor): Consistent Top 5 Partner 1997 – TakeStock Distribution Software (Infor) : Consistent Top 5 Partner 2005 – SAP Business One: Gold Level Partner 2009 – SAP BusinessObjects: Gold Level Partner Founded 1989 – Technology Firm Dedicated to the Distribution Industry 1989 – FACTS Distribution Software (Infor): Consistent Top 5 Partner 1997 – TakeStock Distribution Software (Infor) : Consistent Top 5 Partner 2005 – SAP Business One: Gold Level Partner 2009 – SAP BusinessObjects: Gold Level Partner

4 [ Real Experience. Real Advantage. 4 Advanced Customer PricingCredit CardOrder2Cash AR CollectionsDocument DeliveryOrder Reservations AR FactorEDI ControlStyle Business AnalyticsFreight ControlVendor Source Container ManagementInventory ControlWarehouse Management System One Add-On; 15 Modules; Many Solutions

5 [ Real Experience. Real Advantage. 5 All aspects of the order-to-cash cycle from order processing, credit checking, fulfillment and shipping; to document management, invoicing and reporting are streamlined with Achieve Order-to-Cash processing. Utilizing Achieve Order-to-Cash process within your SAP Business One System, your company can improve customer service levels, profits and organizational efficiencies while freeing up essential working capital and achieve positive cash flow. The Need to Improve the Order-to-Cash Process

6 [ Real Experience. Real Advantage. 6 Defines how YOU will best utilize the Order-to-Cash process.  Order Approvals  Document Delivery – Initialization, Subject & Body Templates, Delivery Setup  Credit Card Usage  Freight Management – Shipping Defaults, Methods, Additional Charges  Style Defaults for Matrix  Query & Report Launcher  Warehouse Management – Logistics  Business Partner – OTC, Advanced Pricing, EDI, Document Delivery Configs Key Configuration Options

7 [ Real Experience. Real Advantage. 7  Style Matrix Selection  Rate Shopping for Shipping  Using SAP Approvals for Achieve One Order Approvals – No more drafts!  Order Reservations  Container Management for Reserved Sales Orders  Advanced Customer Pricing  Integrating with AR Factors  Document Delivery of Marketing Documents  EDI Orders  Credit Card Processing Sales Order Processing with SAP Business One – Achieve One

8 [ Real Experience. Real Advantage. 8  Releasing of Orders to Warehouse with Logistics Manager  Shipping Management  Fast Scan and Pack of Orders  Pick/Pack/Shipping with and without Achieve WMS  Utilizing Order Reservations to Improve Customer Service Levels  Bin Allocation Principles  Integrating with major shipping carriers (UPS, Fedex, DHL, USPS)  Processing of Serial & Batch with and without Achieve WMS  Automating the Shipping to Invoice Process Fulfilling Sales Order with SAP Business One – Achieve One

9 [ Real Experience. Real Advantage. 9  Document Delivery of Marketing Documents  Processing of AR Factored Invoices & Payments  Collection Tracking Processing  Cash Receipts Forecasting  EDI Import of Payments  Understanding and Utilizing AR Exposure, Average Days to Pay The Invoice to Cash Process with SAP Business One – Achieve One

10 [ Real Experience. Real Advantage. Mastering the Order-to-Cash Inquiries  Customer Inquiry – Documents, Tabs, Filtering, Totals, Doc Delivery  Vendor Inquiry – Documents, Tabs, Filtering, Totals, Doc Delivery  Item Inquiry – SO, PO, IN, MFG Documents, Tabs, Filtering, Totals, Doc Delivery  WMS Inquiry – Documents, Tabs, Filtering, Totals, Doc Delivery 10

11 [ Real Experience. Real Advantage. Session 1 – Complete 11 Lunch Time Session 2 – Purchasing & Advanced Inventory Replenishment Begins at 1:00PM We hope to see you here!

12 [ Real Experience. Real Advantage. Session 2 – Purchasing & Advanced Inventory Replenishment  Extending the Inventory Replenishment Functionality of SAP Business One with Achieve One  SAP Business One - MRP  Achieve One – Replenishment  Gordon Graham Methodologies  Achieve One – Forecasting  Effective Inventory Management (EIM) Methodologies  Implementing Item/Warehouse Replenishment Paths  Buy, Make, Transfer Documents 12

13 [ Real Experience. Real Advantage. Achieve Container Management  Processing of Inbound Containers for Importers with SAP Business One – Achieve One  Consolidating Purchase Orders to Containers  Container Tracking  Landed Cost Calculations  Container Receiving Process  With and without WMS 13

14 [ Real Experience. Real Advantage. 14 ]  Thank you. Contact: Achieve IT Solutions, Inc 640 Belle Terre Road Building B Port Jefferson, NY 11777 (631) 543-3200 http://www.achieveits.com Port Jefferson, NY 631.543.3200 Mount Kisco, NY 914.752.2795 Niagara Falls, NY 716.335.9070 St Charles, IL 630.621.4780 Raleigh Durham, NC 919.701.4210 Atlanta, GA 404.890.5410 Jupiter, FL 305.517.5480


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