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Achieve One 6.0 Modules for SAP Business One 9.0

Achieve One 6.0 Modules for SAP Business One 9.0

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    Achieve one modules 2013 Achieve one modules 2013 Document Transcript

    • www.achieveits.com 1 Achieve One Overview Achieve One is an SAP Certified Integration product that consists of a suite of comprehensive applications that extend the feature and functionality set of SAP Business One. Developed just for SAP Business One, utilizing the Software Development Kit, all of the Achieve One programs are engineered to work either as a single enterprise solution or as individual add-on programs. • Achieve AR Collections Management »» Customer Payment History & Trend Analysis »» Credit Incident Activities & Sales Order Hold Screen »» Customer AR Web Portal – Access to Invoices, Statements, Payment History on Web »» Connect to AR Factor for Credit Approval »» Reports – Collection Forecast, Credit Risk, Payment Trend, Call Report, Broken Promises »» Includes - Document Delivery, AR Customer Portal • Achieve Business Insights »» SAP Centric Business Intelligence with SAP BusinessObjects Edge & SAP Business One »» Graphical Reporting & Queries »» Preconfigured Data Universes of SAP Business One data available for Reporting & Queries »» Intuitive and Interactive Dashboards »» Use Keyword Searches to explore & analyze critical data inside of SAP Business One System • Achieve Document Delivery »» Quick Print, Fax, EDI, and/ or Email Individual Documents with Right Click »» Batch Delivery of Documents for Individual or Group of Business Partners »» Set Delivery Methods by Business Partner, Contact, and Document Type »» Includes Both Customer & Vendor Documents »» Document Delivery History Reporting • Achieve EDI Control »» Automatically Process Inbound and Outbound Transactions »» Technologies Supported ANSI X12, XML, AS1, AS2, FTP, TXT, SQL, HTTP, ODBC »» Carton Level Detail & Labeling to Support UCC-128 »» Support of Most EDI Transaction Sets, such as 810, 812, 820, 823, 827, 850, 852, 856, 998 »» EDI Document Delivery Option for Easy Transmission of Transactions to Business Partners Achieve One - Business Productivity Modules
    • www.achieveits.com 2 • Achieve Container Management »» Track Imports from Shipment to Receipt »» Track Contents of Containers »» Track Estimated and Actual Dates »» Enter Landed Costs as they are Known »» Automatically Creates Goods Receipt PO and Landed Cost Documents • Achieve Freight Control »» Integration with UPS, FedEx and Other Shipping Systems »» Verify Shipping Charges »» Rate Shop for Best Rate and Delivery Method on Sales Orders »» Automatically Create Delivery Document »» Pass Freight Charges and Tracking Numbers to Delivery and Invoice • Achieve Inventory Control »» Advanced Inventory Replenishment & Forecasting »» Supports Gordon Graham and Effective Inventory Management Principles »» Item Movement Classifications, Seasonal Items »» Reports – Replenishment, Surplus Stock, Demand Action, Ranking »» Option to Create Vendor Quotes for Sourcing • Achieve Order2Cash »» Achieve AR Collections »» Achieve EDI »» Achieve Freight Control »» Achieve Inventory Control »» Achieve Warehouse Management »» Achieve Business Insights • Achieve Style »» Manage Items that are Available in a Range of Sizes »» Entry Grid for Rapid Sales Order or Purchase Entry by Style and Size »» Instant Quotes and Verifications for Customer on Phone »» Verify Available Quantities of Each Style and Size »» Creates Standard Sales Order Automatically • Achieve Warehouse Management »» RF and Batch Scanning »» Multi-Bin Management »» Sales Order Picking and Packing »» Purchase Order Receiving and Put Away »» Inventory Cycle Counts »» Production Processing Industry-Focused Modules of Achieve One SAP is a registered trademark of SAP AG in Germany and in several other countries. All other trademarks are the property of their respective owners.
    • www.achieveits.com 1 ACHIEVE AR COLLECTIONS MANAGEMENT ACHIEVE AR COLLECTIONS IS A COMPREHENSIVE ACCOUNTS RECEIVABLE MANAGEMENT TOOL DEVELOPED FOR SAP BUSINESS ONE. The Achieve AR Collections Manage- ment is a proactive solution designed to help organizations streamline their credit and collection procedure–result- ing in a reduction of financial risk and increased Cash flow. Developed specifically for SAP Busi- ness One, Achieve AR Collections Management, is easy to use and has numerous features to further automate the billing and payment cycle, while re- ducing procedural costs and increas- ing visibility into customer payment trends, exposure and potential credit risk. From a single-screen credit man- agers and collections staff can view all relevant credit information for a cus- tomer, including: payment history, ag- ing detail breakdowns, total exposure and remaining credit. From the same screen, the credit man- ager can then create a credit tracking document, launch any AR Collection Report for that specific customer, as well as; easily email, fax or print any SAP Business One transaction docu- ment for that customer. • AR Collections »» Collection Tracking Incidents »» Customer Payment History Tracking »» Customer Order-to-Cash Inquiries »» Sales Order Approval »» AR Exposure & Aging Details »» Dunning Letter »» AR Factoring »» Credit & Collection Reports • Document Delivery »» On-Demand Form Delivery »» Email »» Fax »» Print »» EDI • AR Customer Portal »» Real Time AR Portal »» Orders »» Deliveries »» Invoices »» Statements »» Payment History »» Document Printing from Portal • Customer AR Collections Master »» Aging Totals and Drill-Down »» Payment History by Month »» Total Exposure »» Credit Remaining »» Customer Specific Credit Reports »» Collection Activity Entry KEY FEATURES • AR Collections • Document Delivery • AR Customer Portal • Customer AR Collection Master • Collection Activities Screen • Reports • Achieve Document Delivery
    • www.achieveits.com 2 ACHIEVE AR COLLECTIONS MANAGEMENT SAP is a registered trademark of SAP AG in Germany and in several other countries. All other trademarks are the property of their respective owners. • Collection Activities Screen »» Collection Activities »» System Generated Based on Business Rules »» User generated as needed »» History of all Collection Communications per Incident »» Multiple Documents per Collection Activity »» Free-Form Notes »» Call-Back Reminders »» Payment Promise Tracking »» Document Delivery of Invoices via Email, Print or Fax • Sale Order Approval »» View All Order on Hold From a Single Screen »» Enter Approval or Rejection »» View Archive of Past Entries »» Custom Approval Rules • Reports »» Collections Forecast »» Customer Credit Risk Report »» Customer Credit Rating Report »» Customer Payment Trend »» Call Back Report »» Broken Promises Report • Achieve Document Delivery »» Preset Delivery Methods by Type of Document Print, Fax or Email »» Multiple Destinations per Customer/Contact/Document »» Deliver Individual Document or Batch of Documents • Documents Included: »» Quotations »» Sales Order »» Deliveries »» AR Invoices »» AR Credit Memos »» Statements »» Dunning Letters COMPARISON OF FEATURES Achieve AR Collections Management SAP Business One View Customer Balance ü ü »» View Balance by Aging Columns ü »» View Average Credit ü View Payments ü ü »» View Payment History by Month ü »» View Average Days to Pay ü Enter Customer Collection Activities ü »» Enter Collection Activity Log ü »» Link Activity to one Document ü »» Link Activity to Multiple Documents ü »» Track Promised Amounts ü »» Track Promises Kept/Broken ü Print, Fax, or Email Individual Documents ü ü »» Print Documents in Batch ü ü »» Fax or Email Documents in Batch ü »» Deliver Documents (to Multiple Destinations) ü Place Orders on Hold ü ü »» View all Orders on Hold ü »» Release Orders from Hold (Single Screen) ü Integrate with AR Factor ü Print Collections Reports ü Customer Web Portal ü »» Open Order Detail & Print ü »» Open & Past Invoice Detail & Print ü »» Customer Statement ü »» AR Aging ü »» Payment History ü »» Note Entry for Customer ü
    • www.achieveits.com 1 ACHIEVE CONTAINER MANAGEMENT ACHIEVE CONTAINER MANAGEMENT PROVIDES THE FEATURES NECESSARY TO TRACK WHAT INVENTORY IS IN WHICH CONTAINERS, WHERE THE CONTAINER IS IN TRANSIT, AND ALL OF THE ASSOCIATED LANDED COSTS. Achieve Container Management is an innovative solution for SAP Business One, that provides manufacturers, distributors and third-party logistics providers, visibility and control of the inbound containers and inven- tory. Achieve Container Management provides importers with the ability to track the contents of containers, the estimated dates of shipment, arrival at port, customs clearance and arrival at your warehouses, including; the actual dates when these events occur. With Achieve Container Management, you can link files and documents to a shipment to easily track scanned cop- ies of shipping documents, spread- sheets, certifications or graphics. You may view or print the documents directly from the Container Tracking screen. As with all Achieve One modules, the Achieve Container Management is built specifically for SAP Business One, uti- lizing the advanced technical architec- ture of the SAP Business One Software Development Kit. KEY FEATURES • Container Transit • Container Management • Container Status Reports • Container Optimization • Estimated & Actual Processing Dates • In-Transit Container Statuses • Planned & Actual Landed Costs • Container Receiving with Achieve WMS • Container Allocations with Achieve WMS • Container Transit »» Multiple PO’s per Container »» Multiple Containers per Shipment »» Split PO line’s in Multiple Containers »» Multiple Statuses of Transit per Shipment • Container Management »» Estimated and Actual Dates »» Container Optimization by Type »» In-Transit Quantity »» Link Files and Documents to a Shipment • Landed Cost Allocation »» Planned & Actual per Container • Container Status Reports »» By Item Vendor • Container Processing »» Purchase Order Entry »» Container Entry »» Pre-Payment Processing »» Planned Landed Costs »» Container Receiving »» Generation of PO Receipts »» Generation of Landed Costs
    • www.achieveits.com 2 ACHIEVE CONTAINER MANAGEMENT SAP is a registered trademark of SAP AG in Germany and in several other countries. All other trademarks are the property of their respective owners. COMPARISON OF FEATURES Achieve Container Management SAP Business One Enter PO to Foreign Vendor ü ü Copy PO to Container Management ü »» Track Contents of Container ü »» Track Estimated Dates ü »» Track Expected Costs ü »» Track Progress of Shipment ü »» Track Actual Dates ü Report on Shipments ü Copy PO Lines to AP Reserve Invoice ü ü Create Goods Receipt PO ü ü Create Landed Cost Document ü ü Process Multiple Containers per Single Shipment ü Allocate Items from Multiple PO’s on to a Single Container ü Split Items from one PO on to Multiple Containers ü Tracking of Key Transit Estimated & Actual Dates ü In-Transit Container Statuses ü Projected Landed Cost ü Actual Landed Cost ü ü Receiving of Inventory for Multiple PO’s on Single Container ü • Estimated & Actual Processing Dates »» Departure »» Arrival »» Clearing »» In-Warehouse • In-Transit Container Statuses »» Planning »» Shipped »» At-Port »» Cleared »» Received • Container Totals by: »» Quantity »» Weight »» Volume »» Dollar »» Cartons
    • www.achieveits.com 1 Achieve credit cArd MAnAgeMent • You may elect to pre-authorize cards when Sales Orders are entered or when orders have been picked; if authoriza- tion is by pick ticket, then you may choose to authorize the entire shipment or each sales order individually. • Authorization may be for the exact amount of the order or shipment, or you may add a percentage or dol- lar amount to the authorization, in order to accommodate freight charges or other changes that may occur before invoicing. • The charge for an order may be split between multiple cards. • Any number of payment terms may be flagged for credit card process- ing; if desired, different authorization methods may be assigned to different payment terms. • Credit card information is stored in the Business Partner Master; each cus- tomer may have an unlimited number of credit cards, with one designated as the default.Cards may be marked inac- tive as necessary. • When processing an order with a credit card payment terms code, the operator may enter the card number by means of a button on the Accounting tab of the Sales Order form. He may select any of the customer’s existing credit cards or enter a new one; if a new card is entered, it may be added to the customer’s permanent list or desig- nated as a one-time use card. • Once authorization occurs, the opera- tor may view the status of the charge on the Sales Order or target documents. • When a credit card order is invoiced, the system will automatically charge the card(s) that were designated. An Incoming Payment document will be created, and the Invoice will be marked Closed, with no balance due. • When a Credit Memo is created that includes a credit card terms code, the system will automatically display the credit card entry screen so that the appropriate card can be selected. A negative Incoming Payment document will be created for the credit. • Batch processing is available as an option in the system. If this method is utilized, then a list of credit-card terms Deliveries is displayed; the user may select which ones will be included in the batch. All of the selected Deliveries will be copied to invoices and charged as described above. this Module Allows coMpAnies to MAintAin And utilize credit cArd inforMAtion for their custoMers. it includes the following feAtures:
    • www.achieveits.com 1 ACHIEVE DOCUMENT DELIVERY • Email Options »» SMTP »» Outlook »» SAP • Fax Options »» eFax »» Visi-Fax »» SAP • EDI Options »» Achieve EDI • Template Email Subject & Body per Document • Default Form by Company and/or Customer • Activity Created per Document Delivered • Crystal Report Launcher • Document Delivery History Log KEY FEATURES • On-Demand Document Delivery • By Customer – Contact - Form • By Vendor – Contact - Form • Email / Fax / Print / EDI • Consolidate Emails into single PDF • Consolidate Faxes • Auto Create SAP Business One Activities • Template Email Subject & Body per Document • Default Form by Company and/or Customer • Activity Created per Document Delivered • Crystal Report Launcher • Document Delivery History Log • Vendor Delivery AP Documents Supported • Customer Delivery AR Documents Supported ACHIEVE DOCUMENT DELIVERY ALLOWS SAP BUSINESS ONE USERS TO EASILY DISTRIBUTE KEY DOCUMENTS TO CUSTOMERS AND VENDORS. Documents can be distributed via email, fax, EDI or print based on pre- set instructions for each contact and document. With Achieve Document Delivery, com- panies utilizing SAP Business One, can save substantial amounts of time and money, while increasing customer ser- vice levels by promptly delivering these business documents. With Achieve Document Delivery, documents can be distributed in one large batch, individually or based on a user defined filtering option. As with all Achieve One modules, the Achieve Document Delivery is built specifically for SAP Business One, utilizing the advanced technical architecture of the SAP Business One Software Development Kit.
    • www.achieveits.com 2 ACHIEVE DOCUMENT DELIVERY SAP is a registered trademark of SAP AG in Germany and in several other countries. All other trademarks are the property of their respective owners. • Vendor Delivery AP Documents Supported »» Purchase Quotations »» Blanket Agreements »» Container Documents »» Purchase Order »» Purchase Receipt »» Purchase Return »» Purchase Invoice »» Purchase Credit Memo »» Purchase Outbound EDI (Requires Achieve EDI) • Customer Delivery AR Documents Supported »» Quote »» Sales Order »» Confirmation »» Sales Delivery »» Sales Returns »» Sales Invoice »» Sales Credit Memo »» Sales Statements »» Sales Dunning Letters »» Sales Outbound EDI (Requires Achieve EDI) »» Freight Forms »» Blanket Agreements
    • www.achieveits.com 1 ACHIEVE EDI CONTROL KEY FEATURES Utilizing Achieve EDI for SAP Busi- ness One can increase the accuracy and efficiency involved with the input and processing of business transac- tions, while simultaneously reducing order throughput time and related administrative and costs associated to the business transaction process. • Increase your company’s competitive advantage by opening new opportunities with customers and suppliers • Increase cash flow by reducing your invoicing, payment cycles and charge back fees • Reduces time between sending and receiving of transactions from customers & vendors • Provides uniform data format for customers & vendors • Eliminates keying, re-keying and entry errors that often occur with manual processing or EDI Systems not integrated into SAP Business One • Streamlines business processes At Achieve IT Solutions, we provide our clients with outstanding and highly per- sonalized services to support their Achieve EDI environment. As a Gold Level SAP Partner, our highly skilled development staff has a comprehensive technical and functional understanding of both SAP Business One and EDI. This combined skill set provides our clients with custom EDI transactions and mappings to meet their transactional requirements and specifications. Affordable and easy-to-use, yet a very robust EDI software. Achieve EDI helps automate and streamline transaction processing between your company and your trading partners. Achieve EDI users have the option to connect with their Trading Partner via Value Added Networks (VAN), a direct connection or through File Transfer Protocol (FTP). As with all Achieve One modules, Achieve EDI Control is built specifically for SAP Business One, utilizing the advanced technical architecture of the SAP Busi- ness One Software Development Kit. ACHIEVE EDI IS A TIGHTLY INTEGRATED SOLUTION FOR SAP BUSINESS ONE, THAT INCLUDES ALL THE COMPONENTS NEEDED TO SEND AND RECEIVE EDI DATA WITH YOUR CUSTOMERS & VENDORS.
    • www.achieveits.com 2 ACHIEVE EDI CONTROL SAP is a registered trademark of SAP AG in Germany and in several other countries. All other trademarks are the property of their respective owners. TECHNOLOGIES SUPPORTED Achieve EDI can translate numer- ous data formats to and from SAP Business One from your various trading partners. The following data formats can be translated by Achieve EDI: »» EDIX12 »» EDIFACTS »» Flat File »» CSV »» JDBC »» ODBC »» MS-SQL »» PROGRESS »» X12 »» XML EDI TRANSACTION SET DESCRIPTION 810 Invoice 812 Credit/Debit Adjustment 820 Payment Order/Remittance Advice 824 Payment Application Advice 830 Planning Schedule w/ Release Capability 832 Price/Sales Catalog 846 Inventory Inquiry/Advice 850 Purchase Orders 852 Product Activity Data 855 Purchase Order Acknowledgment 856 Advanced Ship Notice/Manifest 860 Purchase Order Change Request – Buyer Initiated 862 Shipping Schedule 864 Text Message 997 Functional Acknowledgement EDI TRANSACTIONS SUPPORTED
    • www.achieveits.com 1 ACHIEVE FREIGHT CONTROL SAP BUSINESS ONE ALLOWS YOU TO CREATE QUOTATIONS, SALES ORDERS, DELIVERIES, AND AR INVOICES. BUT ALONG THE WAY, ORDERS HAVE TO BE SHIPPED. Many companies use separate com- puter systems for UPS, FedEx and other carriers. Maintaining multiple da- tabases for customer addresses and entering information for each shipment is time-consuming and a likely source of errors. The Achieve Freight Control module serves as a bridge between SAP Busi- ness One and the carrier shipping systems. All relevant information for each order is copied to a shipping request document. Operators may en- ter the quantity shipped or packaging information to verify shipping charges. The data is transmitted to the carrier’s system and final charges with track- ing numbers are returned. Finally, the delivery document or invoice may be automatically created from the ship- ping request. In addition, Achieve Freight Control includes a rate shopping feature, which allows operators to view ship- ping rates by various carriers and shipping options, from within the sales order screen. This enables them to provide accurate estimates of shipping charges to customers at the time the order is placed. As with all Achieve One modules, Achieve Freight Control is built spe- cifically for SAP Business One, utilizing the advanced technical architecture of the SAP Business One Software De- velopment Kit. • Shipping Request Processing »» Created From Sales Order, Reserve Invoice or Pick Ticket »» Consolidate Items from Multiple Sales Orders into Single Shipments »» Option to Automatically Create Deliveries or Invoices • Shipping Status Tracking »» Pending »» Release to Pack »» Packed & Ready to Ship »» Shipping Information Requested/Received »» Shipped »» Manifested »» Completed KEY FEATURES • Integration with ABF, DHL, Fedex, UPS, USPS • Packaging & Manifesting • Auto Generate Delivery & Invoice • Shipping Address Verification (AVS) • Freight Rate Quoting • Insurance Calculations • Ten Additional Charge Calculations per Carrier, per Customer • Tracking Number Update • Email Shipping Notification • Customer Specific Shipping
    • www.achieveits.com 2 ACHIEVE FREIGHT CONTROL SAP is a registered trademark of SAP AG in Germany and in several other countries. All other trademarks are the property of their respective owners. • Package Entry »» Multi Package Processing per Shipment »» Standard Packaging »» Fast Pack »» Scan Pack »» Re-Pack »» Fast Scan for quick packing of serial & batch numbers »» Package View by Item or Package • Shipping Management Global Update of Open Shipping requests Select Shipping Requests to be changed by: »» Status »» Created or Delivery Date »» User »» Customer »» Shipping Method »» Warehouse • Globally Change Selected Shipping »» Status »» Delivery Dates »» Shipping Method »» Manifest Date COMPARISON OF FEATURES Achieve Freight Control SAP Business One Shipment Tracking Number ü ü Enter Freight on Orders ü ü View Comparative Freight Rates ü Shipping Request Document ü Freight Billing Instructions ü Additional Freight Charges ü Automatic Creation of Delivery from Pick Ticket ü ü Automatic Creation of Delivery from Shipping Request ü Batch Creation After Shipment ü Automatic Entry of Freight Charges ü Automatic Entry of Tracking Numbers ü Manifesting ü Auto Generation of Invoice ü Freight Rate Quoting ü Insurance Calculations ü Ten Additional Charge Calculations per Carrier (per customer) ü Tracking Number Update ü Customer Specific Shipping Defaults ü Package Entry ü ü Multi Package Processing Per Shipment ü ü Standard Packaging ü ü »» Fast Pack ü »» Scan Pack ü »» Re-Pack ü »» Fast Scan Option – For Quick Packing of Serial & Batch Numbers ü »» SAP Business One ü »» Package View by Item or Package ü »» Global Update of Open Shipping Requests ü
    • www.achieveits.com 1 ACHIEVE INVENTORY WHAT SHOULD I BUY? WHEN SHOULD I BUY IT? HOW MUCH SHOULD I BUY? These are questions that every sup- ply chain company needs to answer every day. Successful organizations know how to balance the require- ments of having enough stock on hand with the expenses of purchas- ing and warehousing. Achieve Inventory Control is a flexible yet comprehensive application that offers real time replenishment tools to provide a proactive approach to procuring stock items. Rather than wait until someone notices that stock is getting low, the system establishes a procedure to determine when each item should be ordered, and the quan- tity to order each time. Two methodolo- gies are provided that may be used for different groups of items or different sectors of the business. • Replenishment: This Achieve One methodology is based on the formulas developed by Gordon Graham. It bases estimates of future demand on averages of past usage, lead times, seasonality and other factors calculated by the system. • Forecasting: This Achieve One methodology is based on a set of formulas developed by Effective Inventory Management, Inc. They incorporate various trends and weighted averages along with past usage and seasonality to predict demand. Forecasts are calculated by the system. As with all Achieve One modules, Achieve Inventory Control is built spe- cifically for SAP Business One utilizing the advanced technical architecture of the SAP Business One Software Devel- opment Kit. Achieve Inventory Control is a flexible yet comprehensive application that offers a real time replenishment set of tools for SAP Business One. As with all Achieve One modules, Achieve Inven- tory Control is built specifically for SAP Business One, utilizing the advanced technical architecture of the SAP Busi- ness One Software Development Kit. KEY FEATURES • Stocking Methods • Safety Stock Calculations • Track Monthly Usage History • Track Lead Times for purchasing or production • Track Movement Classes for each Item by warehouse • Order Quantity Methods by item • Procurement Documents • Forecasting for each item by warehouse • Surplus and Slow Stock Alerts to reduce carrying costs and dead stock • Multiple Forecasting Models for replenishment • Inventory Replenishment Reports • Historical Analysis of Best Trends per Item I N T O D AY ’ S E C O N O M Y, M A N A G I N G I N V E N T O R Y I S N O T J U S T A N A D VA N TA G E , I T I S A N E C E S S I T Y.
    • www.achieveits.com 2 ACHIEVE INVENTORY SAP is a registered trademark of SAP AG in Germany and in several other countries. All other trademarks are the property of their respective owners. • Item by Warehouse Inventory Features: »» Monthly Usage History »» Lead Time Tracking »» Movement Classifications »» Min/Max Restocking »» Order Point/Line Point Restocking »» Economic Order Quantity (EOQ) »» Multiple Forecasting Formulas »» Item Ranking • Inventory Reports »» Demand Action »» Replenishment »» Movement Class »» Forecasting »» Safety Stock »» Quantity »» Surplus »» Unusual Usage »» Min/Max Analyzer »» Ranking Analyzer • Additional Functionality »» Select items from Demand Action Report & Replenishment report to create PO’s, VQR’s, and Transfers
    • www.achieveits.com 1 ACHIEVE ORDER 2 CASH KEY FEATURES • Warehouse Management System • AR Collections • Document Delivery • Freight Control • EDI Control • O2C Inquiries • Business Analytics • Inventory Management ACHIEVE ORDER2CASH (ACHIEVE O2C) OPTIMIZES THE ORDER-TO-CASH WORKFLOW FOR COMPANIES UTILIZING SAP BUSINESS ONE. 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 O2C. Utilizing Achieve O2C within your SAP Business One System, your company can improve customer service levels, profits and organizational efficiencies while freeing up working capital and cash flow. SINGLE SOURCE SOLUTION Many O2C programs being sold today are actually several individual soft- ware applications bundled together and marketed as a single ‘solution pack’. This bolt-on approach often leads to gaps in functionality, support challenges and often finger pointing between the vendors and custom- ers. Achieve O2C is developed and supported by Achieve IT Solutions. This single-source approach pro- vides SAP Business One customers and partners, one organization that is dedicated to the successful devel- opment and support of Achieve O2C.
    • www.achieveits.com 2 ACHIEVE ORDER 2 CASH SAP is a registered trademark of SAP AG in Germany and in several other countries. All other trademarks are the property of their respective owners. AR Collections The Achieve AR Collections is a proactive AR Credit & Collections application that provides SAP Business One users the tools to manage collection calls, projected cash receipts, customer payment history and much more. AR Factor Achieve AR Factor fully automates the interaction and processing of AR in- voices that are processed by Factoring companies. This is a timesaving and effective means of managing customer credit and payments that are ‘factored,’ as well as, ‘non-factored.’ Achieve BI Achieve BI brings the powerful business intelligence and analytic functionality of SAP Business Objects Edge into SAP Business One. Numerous Queries, Dashboards, Reports and Alerts help businesses gain greater insights and control on their business data while increasing accountability and productivity. Document Delivery Achieve Document Delivery allows SAP Business One users to distribute key documents to customers and vendors via email, fax, EDI or print based on preset instructions for each contact and document type. EDI Achieve EDI is a tightly integrated solution for SAP Business One, that includes all of the components needed to send and receive EDI data with your customers and vendors. Freight Control The Achieve Freight Control module serves as a bridge between SAP Busi- ness One, but and the various carrier shipping systems, such as FedEx, Pitney Bowes, UPS and USPS. It includes Freight Quoting, Tracking, Freight Markup and Scanning. Inventory Control Achieve Inventory Control allows you to utilize a variety of proven methodologies to guide your purchasing decisions. It is fully integrated into SAP Business One, but provides the added features of the Gordon Graham and Effective Inventory Management systems for inventory replenishment. Warehouse Management Achieve Warehouse Management is a complete warehouse management solu- tion, designed exclusively for SAP Business One, that automates every function from pick, packing and shipping to receiving, put away and cycle counting.
    • www.achieveits.com 1 Achieve One 4.0 • Achieve AR Collections »» New Call Back Report »» Quick Document Delivery from Order Hold Screen »» AR Customer Portal »» New Aging and Payment History Window in Collection Tracking »» Auto Create Credit Incident Option • Achieve Business Insights – (SAP Business Objects Integration) »» CRM Dashboard »» Corporate Dashboard »» Financial Dashboard »» Sales by Customer Group »» Sales Pipeline »» Weighted Opportunity Analysis »» Trend Analysis »» Sales by State, Sales by Region, Quarterly Sales by Rep »» Annual Sales by Product Group »» Financial Ratios »» Sales Revenue »» Top 10 States »» Open Lead Listing »» Sales by Rep • Achieve Container Management »» Document Links »» Container View in Sales Orders »» New Container Reports in Crystal »» Container Optimization »» Unit Price Update on Shipped Containers »» Container Notes »» Expanded Container Receiving in Achieve Warehouse Management • Achieve Document Delivery »» Crystal Report Launcher »» Query Launcher »» Achieve Freight Control Document Delivery »» Achieve Container Management Document Delivery • Achieve EDI Control »» Automatic Polling for Incoming And Outgoing Transactions »» Exception Handling for Pricing Validations »» Incoming Orders Subjected to Credit Checking »» EDI Email Notification of Exceptions & Errors »» Expanded Library of Sales and Purchasing Transactions Achieve One 4.0 & SAP Business One 8.81 One of the many advantages of Achieve One is that it is a single add-on application built exclu- sively for SAP® Business One uti- lizing the SDK. This make is it ex- tremely easy to upgrade both your SAP Business One and Achieve One programs with minimal effort. On April 4, 2011, SAP released SAP Business One 8.81, this fea- ture rich version included a wide range of new functions to the base application. That same day, Achieve IT Solutions, released Achieve One 4.0 for SAP Business One 8.81. Key Features 881_01ys.indd 1 1/11/12 12:03 PM
    • www.achieveits.com 2 Achieve One 4.0 SAP is a registered trademark of SAP AG in Germany and in several other countries. All other trademarks are the property of their respective owners. • Achieve Freight Control »» Blind Drop Shipments »» Support for Sales BOM »» Fast Scan »» Expanded Integration with Achieve Warehouse Management • Achieve Inventory Control »» Buying Targets by Weight »» Forecast Unusual Usage Report »» Qualified Lead Time »» Quick Create Item/ Warehouse Replenishment »» New Inventory Reports in Crystal • Achieve Style »» Seasonal Pricing »» Duplicate Item Checking »» Achieve Freight Control Integration for Freight Quoting »» User Specific Menus »» Sales Order Item Transfer Options • Achieve Warehouse Management »» Expanded Multi-Bin Processing »» New Bin Allocation Options – FIFO, Fewest Bins, Pattern »» Advanced Serial/Lot Processing »» Auto Back Order Fill Processing »» Multiple Unit of Measure Picking »» Container Receiving »» Pick to Box »» Repackaging »» Improved Production Processing »» Improved Warehouse Transfer Processing »» Expanded Labeling Options »» Quarantine Bins »» Staging/Parking of Orders »» Expanded Integration with Achieve Freight Control »» User Defined Menus for Handheld Clients 881_01ys.indd 2 1/11/12 12:03 PM
    • www.achieveits.com 1 Achieve One 5.0 Achieve Business Insights Achieve Container Management Achieve Document Delivery Achieve EDI Control Achieve Inventory Control Achieve Order-to-Cash (O2C) Achieve Style Achieve Warehouse Management Achieve One 5.0 & SAP Business One 8.82 One of the many advantages of Achieve One is that it is a single add-on application built exclu- sively for SAP® Business One uti- lizing the SDK. This make is it ex- tremely easy to upgrade both your SAP Business One and Achieve One programs with minimal effort. On October 10, 2011, SAP re- leased SAP Business One 8.82, in ‘Ramp-up’ status, with the general release scheduled for the first quarter of 2012. On October 13, 2011, the development and qual- ity assurance teams of Achieve IT Solutions, completed the upgrade of Achieve One for SAP Business One 8.82. Upon the general re- lease of SAP Business One 8.82, Achieve One 5.0 will be available for partners and end-users. Key Features • Achieve Business Insights – (SAP Business Objects Integration) »» Support for SAP Business Objects 4.0 • Achieve Container Management »» New Container Tracking Report »» Support for AP Reserve Invoices • Achieve Document Delivery »» Multi Contact Document Delivery from all Marketing Documents »» Support for Purchase Quotation »» Option to send one consolidated email or fax containing multiple documents »» Improved linked to Business Partner Contacts • Achieve EDI Control »» Multiple SAP Business Partners option for Single EDI Trading Partner »» Needed for Sears/Kmart »» View of EDI data to be imported within SAP Business One »» Option to Auto Import EDI Documents with Processor »» EDI Logging Report »» Credit Adjustment 812 Report »» Payment Advice 820 Report »» Application Advice 824 Report »» Product Activity 852 Report »» Purchase Order Change 860 Report • Achieve Inventory Control »» New Item / Warehouse Usage Import Utility 882_01ys.indd 1 1/11/12 3:46 PM
    • www.achieveits.com 2 Achieve One 5.0 SAP is a registered trademark of SAP AG in Germany and in several other countries. All other trademarks are the property of their respective owners. • Achieve Order-to-Cash (O2C) »» New Customer Inquiry Screen Released »» New Item Inquiry Screen Released »» New Vendor Inquiry Screen Released »» New Warehouse Logistics Screen Inquiry Released »» Features added to Inquires »» Expanded Filters and Searches »» Limited Documents by Open, Closed or Both »» Embedded Achieve Document Delivery »» O2C Button in Business Partner Master »» Expanded Document Support for »» Incoming & Outgoing Payments »» Blanket Orders »» Marketing Campaigns »» Opportunities »» Activities • Achieve Style »» Transfer Order Defaults from Style to line item of SO/PO »» Item Order, Description Order, Shipment Date Order, Enter Order »» Style Matrix Processing in Purchase Orders • Achieve Warehouse Management »» Additional WMS Initialization Functionality »» New Multiple Units of Measure Tab on Item Master »» Support of Disassembly in Back Flush Bins »» Support for Non Inventory Item Processing »» Expanded Production Functionality for Serial/Batch Processing »» Improved support for document changes of Production Orders »» New Warehouse Bin Location Import Utility »» Bin Override Password Options for Bin Override, Short Pick or Cancel Pick »» Batch Item Fast Scan »» Warehouse Bin Activity Report »» Warehouse Serial/ Batch Item Report »» Warehouse Item Bin Availability Report »» WMS Transaction Reports »» WMS Business Partner Activity Report »» Warehouse Statistics Report 882_01ys.indd 2 1/11/12 3:46 PM
    • www.achieveits.com 1 ACHIEVE STYLE KEY FEATURES • Style Entry • Pricing • Availability • Detail • Order History • Item Check • Transfer to Sales & Purchase Order • Style Entry »» From the Sales Order Screen, Tab Into the Style Entry Matrix »» Enter Each Style/Color on a Single Line, Then Enter Quantities for All Desired Sizes »» Total Quantity and Value for Each Line is Shown »» Total quantity for each size is shown »» User configurable tab sequence »» Integration to Achieve Freight Control • Pricing »» See Prices for All Valid Sizes of Each Style/Color »» Instant Quote to Customer on Phone »» Seasonal Pricing for Early Buys • Availability »» See Prices for All Valid Sizes of Each Style/Color »» Instant Verification for Customer on Phone »» Inventory Replenishment at SKU level DOES YOUR COMPANY BUY AND SELL PRODUCTS THAT COME IN A VARIETY OF STYLES, SIZES AND COLORS? DO YOUR CUSTOMER SERVICE REPS NEED TO ENTER ORDERS QUICKLY, WHILE ON THE PHONE? Achieve Style provides a quicker, easier way to enter items on sales and purchasing documents by means of a style grid. Each part number and color can be entered on a single line, with all of the required sizes. Operators can quickly quote prices, recap the order, verify quantities and check to see if all items are available for shipment – all from a single screen. The order is then transferred into standard SAP Business One sales order document with the click of a button. As with all Achieve One modules, Achieve Style is built specifically for SAP Business One, utilizing the ad- vanced technical architecture of the SAP Business One Software Develop- ment Kit.
    • www.achieveits.com 2 ACHIEVE STYLE SAP is a registered trademark of SAP AG in Germany and in several other countries. All other trademarks are the property of their respective owners. • Detail »» Breakout List of All Ordered Styles by Color and Size »» Recap for Customer on Phone • Order History »» Lists All Items Previously Purchased by Customer »» Drill-down to Prior Orders • Item Check »» Before Exiting Screen, Verify that Items are Available for Expected Ship Date »» Change Delivery Date if Necessary (System Shows When Item is Due Into Stock) • Transfer to Sales & Purchase Order »» Items are Transferred to the SAP Business One Sales & Purchase Order Document »» Each Style/Color/Size is on a Separate Line COMPARISON OF FEATURES Achieve Style SAP Business One Unique Part Number for Each Style/Color/Size ü ü Master Style for Each Style/Color ü Enter Each Part Number Separately on Sales Order ü ü Enter Each Part Number Separately on Purchase Order ü ü Enter All Sizes of Each Style/Color on One Line ü View Prices for All Sizes of All Entered Items on One Screen ü View Available Quantities for All Sizes of All En- tered Items on One Screen ü Verify Delivery Dates For All Items of a Style ü Duplicate item check ü Merge of Duplicate Live Items on Sales Order ü Seasonal Item Pricing ü
    • www.achieveits.com 1 ACHIEVE WAREHOUSE MANAGEMENT Achieve Warehouse Management has all of the tools your company will need to process more orders and move more inventory in less time! As with all Achieve One modules, Achieve Warehouse Management is built specifically for SAP Business One, utilizing the advanced technical architecture of the SAP Business One Software Development Kit. Achieve Warehouse Management provides efficient, accurate and timely operations. Every function (from receiving to manifesting) is designed to let you pick the right goods into the right carton and ship it out the door accurately, quickly and efficiently. The system is designed to let warehouses re-engineer for maximum productivity and retail compliance by providing a process for efficient warehouse operations with Radio Frequency (RF) handheld’s, bar codes, and a pick pack ship software package that allows you to implement this process. • Extended Paper Based »» Multi Zone »» Bin Management • Radio Frequency »» Multi Zone »» Bin Management »» Warehouse Transactions via Radio Frequency Scanners KEY FEATURES • SAP Business One 9.0 & Above »» Multi Bin Management »» Multiple Units of Measure »» Cycle Counts & Physical Inventory • Receiving & Put Away »» Purchase Orders »» Containers »» Warehouse Transfers »» Production • Pick, Pack & Ship »» Sales Orders »» Shipping Requests »» Warehouse Transfers »» Production • Inventory Management »» Bin Replenishment »» Adjustments »» Advanced Batch & Serial Control • Forms & Labelst »» Order Pick »» Carton Label »» Packing List »» Item Label »» Transfer Pick »» Production Pick »» Serial & Batch • Integrated Achieve One Modules »» Freight Control »» Order Reservations »» Order-to-Cash »» Container Management MODES OF OPERATION IS YOUR WAREHOUSE A MESS? IS INVENTORY BEING MISPLACED? ARE YOUR CUSTOMERS COMPLAINING ABOUT RECEIVING THE WRONG SHIPMENTS? DO YOUR WAREHOUSE WORKERS NEED TO WORK OVERTIME TO KEEP UP WITH DEMANDS?
    • www.achieveits.com 2 ACHIEVE WAREHOUSE MANAGEMENT SAP is a registered trademark of SAP AG in Germany and in several other countries. All other trademarks are the property of their respective owners. MODES OF OPERATION (continued) • Benefits »» Know your Most Active Pickers »» Improved Customer Service »» Accurate Shipment »» Accurate Delivery Dates »» Accurate and Timely Order Fulfillment »» Optimize Bottom Line »» Low Total Cost of Ownership »» Short Install/Implementation Time »» Customer Compliance with UC128 and Product Labels »» Real-time Database Synchronization via 802.11b/g »» Increase Inventory Accuracy