Achieve one modules 2013

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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

• 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
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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
• AR Customer Portal
• Customer AR Collection Master
• Collection Activities Screen
• Reports

ACHIEVE AR COLLECTIONS MANAGEMENT
• 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
»» 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

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

ACHIEVE CONTAINER MANAGEMENT
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

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:

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
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.

• 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

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.

ACHIEVE EDI CONTROL
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

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

ACHIEVE FREIGHT CONTROL
• 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
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

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.
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.

ACHIEVE INVENTORY
• 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

ACHIEVE ORDER 2 CASH
KEY FEATURES
• Warehouse Management System
• AR Collections
• 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.

ACHIEVE ORDER 2 CASH
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.

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
»» 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
»» Crystal Report Launcher
»» Query Launcher
Document Delivery
»» Achieve Container Management
Document Delivery
»» 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
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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
»» 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
Integration for Freight Quoting
»» User Specific Menus
»» Sales Order Item Transfer Options
»» 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

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
»» New Container Tracking Report
»» Support for AP Reserve Invoices
»» 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
»» 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
»» New Item / Warehouse
Usage Import Utility
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Achieve One 5.0
• 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
»» 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

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.
Achieve Style is built specifically for
SAP Business One, utilizing the ad-
vanced technical architecture of the
SAP Business One Software Develop-
ment Kit.

ACHIEVE STYLE
• 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

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?

ACHIEVE WAREHOUSE MANAGEMENT
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

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