Preface

17

Target Audience

17

The Objective and Structure of This Book

17

Acknowledgments

18

1 General Navigation

21

1.1 Introduction to SAP Business ByDesign

21

1.1.1 Logging On

21

1.1.2 Enterprise Search

23

1.1.3 Personalization

24

1.1.4 Help

24

1.2 Home

25

1.2.1 My Launchpad

26

1.2.2 Work Tasks

28

1.2.3 Self-Services

29

1.2.4 My Requests

46

1.3 Managing Your Area

48

1.3.1 Approvals

48

1.3.2 Managing Your Department

50

1.4 Summary

51

2 Master Data

53

2.1 Account Master Data

53

2.2 Supplier Master Data

67

2.3 Product Hierarchy

80

2.4 Products

82

2.4.1 Materials

82

2.4.2 Services

96

2.5 Entitlements

102

2.6 Organizational Management

108

2.7 Planning and Production Master Data

110

2.7.1 Production Bills of Materials

110

2.7.2 Production Bills of Operations

113

2.7.3 Production Models

119

2.7.4 Product Specifications

122

2.7.5 Source Determination

126

2.8 Supply Chain Master Data

129

2.9 Warehousing and Logistics Master Data

133

2.9.1 Logistics Task Folders

133

2.9.2 Identified Stock

137

2.9.3 Identified Stock Maintenance Run

139

2.10 Summary

141

3 Customer Relationship Management

143

3.1 Account Management

144

3.1.1 Account

144

3.1.2 Activity Management

145

3.2 Marketing

150

3.2.1 Campaign Management

150

3.2.2 Target Groups

155

3.2.3 Marketing Leads

159

3.3 New Business

163

3.3.1 Sales Leads

163

3.3.2 Opportunity Management

164

3.3.3 Sales Quotes

173

3.4 Sales Orders, Contracts, and Returns

182

3.4.1 Sales Orders

183

3.4.2 Sales Contracts

202

3.4.3 Returns

214

3.5 Pricing

222

3.5.1 Pricing Logic

223

3.5.2 Price Lists

227

3.5.3 Discount Lists

231

3.5.4 Surcharges and Other Price Components

233

3.6 Summary

239

4 Service Management

241

4.1 Service Entitlements

241

4.1.1 Entitlements

242

4.1.2 Service Contracts

242

4.1.3 Registered Products

264

4.1.4 Warranties

270

4.1.5 Service Levels

273

4.1.6 Service Categories

275

4.2 Service Desk

278

4.2.1 Service Requests

278

4.2.2 Knowledge Base

284

4.3 Service Orders

287

4.3.1 Service Quotes

287

4.3.2 Service Orders

299

4.4 Field Service and Repair

312

4.4.1 Order Pipeline

313

4.4.2 Service Confirmations

323

4.5 Summary

324

5 Supplier Relationship Management

325

5.1 Sourcing and Contracting

325

5.1.1 Sourcing Requests

326

5.1.2 Requests for Quotations and Quotations

327

5.1.3 Supplier Contracts

337

5.1.4 Source Determination

342

5.2 Purchasing

344

5.2.1 Purchase Requests

345

5.2.2 Purchase Orders

348

5.2.3 Non-Stock Goods and Services Receipts

364

5.2.4 Supplier Returns

366

5.3 Summary

373

6 Supply Chain Management

375

6.1 Planning

375

6.1.1 Demand Planning

375

6.1.2 Supply Planning

384

6.1.3 Resource Load Planning

392

6.2 Supply Control

395

6.2.1 Production Proposals

395

6.2.2 Purchase Proposals

398

6.3 Summary

402

7 Warehouse Management

403

7.1 Common Warehouse Management Tasks

403

7.1.1 Task Control

404

7.1.2 Monitoring

415

7.1.3 Warehouse Requests

416

7.1.4 Automated Actions

422

7.1.5 Labels

430

7.1.6 Stock Overview

437

7.2 Inbound Logistics

439

7.2.1 Purchase Orders

440

7.2.2 Inbound Delivery Notifications

453

7.2.3 Inbound Deliveries

464

7.3 Outbound Logistics Control

468

7.3.1 Customer Demand

469

7.3.2 Delivery Due List

472

7.4 Outbound Logistics

473

7.4.1 Delivery Proposals

474

7.4.2 Delivery Requests

486

7.4.3 Outbound Deliveries

489

7.4.4 Freight Lists

491

7.4.5 Shipments

497

7.5 Internal Logistics

499

7.5.1 Goods and Activity Confirmations

499

7.5.2 Consumption to a Cost Center

503

7.5.3 Consumption to a Project

509

7.5.4 Goods Movements

514

7.5.5 Changes of Stock

518

7.5.6 Scrapping

523

7.5.7 Replenishment and Removal

527

7.5.8 Returns to Suppliers

530

7.6 Physical Inventory

534

7.6.1 Logistics Area Count

536

7.6.2 Inventory Adjustment

541

7.6.3 Product Count

547

7.6.4 Valuated Stock Overview

551

7.7 Production Control

553

7.7.1 Production Requests

553

7.7.2 Production Orders

554

7.7.3 Production Operations

560

7.7.4 Production Task Control

561

7.8 Execution

563

7.8.1 My Task Folders

565

7.8.2 Inbound Warehouse Tasks

571

7.8.3 Internal Warehouse Tasks

575

7.8.4 Outbound Warehouse Tasks

577

7.8.5 Count Tasks

578

7.9 Summary

579

8 Project Management

581

8.1 Projects

582

8.1.1 Projects Overview

582

8.1.2 Project Plans

585

8.1.3 Team and Staffing Tab

603

8.1.4 Products and External Resourcing

606

8.1.5 Sales Tracking

612

8.1.6 Project Overview

613

8.1.7 Templates

616

8.2 Time Sheets

617

8.3 Time and Expenses

623

8.4 Resource Management

625

8.4.1 Service Agents

626

8.4.2 Resource Profiles

628

8.4.3 Resource Search

631

8.4.4 Resource Calendar and Resource Availability

632

8.5 Approvals

634

8.5.1 Time Recordings

634

8.5.2 Expenses and Purchases

636

8.6 Change Management

638

8.6.1 Baselines

638

8.6.2 Snapshots

639

8.7 Invoice Preparation

640

8.7.1 Not-Invoiced Time and Expenses

641

8.7.2 Project Invoice Requests

644

8.7.3 Work

655

8.8 Summary

656

9 Financial and Management Accounting

657

9.1 General Ledger Accounting

658

9.1.1 Journal Entry Vouchers

658

9.1.2 Intercompany Journal Entry Vouchers

664

9.1.3 Recurring Journal Entry Vouchers

666

9.1.4 Open and Close Periods

671

9.1.5 Foreign Exchange Tables

677

9.1.6 Closing Cockpit

678

9.2 Accounts Payable

681

9.2.1 Supplier Invoicing

681

9.2.2 Outgoing Payments

699

9.2.3 Period-End Tasks

702

9.3 Accounts Receivable

703

9.3.1 Customer Invoicing

703

9.3.2 Collection Cases

719

9.3.3 Customer Statements

720

9.3.4 Incoming Payments

724

9.3.5 Period-End Tasks

728

9.4 Cash and Liquidity Management

729

9.4.1 Banks and Bank Directories

729

9.4.2 Bank Statements

742

9.4.3 File Management

749

9.4.4 Liquidity Reporting

751

9.5 Payment Management

756

9.5.1 Automatic Payments

756

9.5.2 Payment Monitor

757

9.5.3 Petty Cash

761

9.5.4 Remittance Advices

767

9.6 Travel and Expense

772

9.6.1 Employee Expense Claims

772

9.6.2 Expense Arrangements

775

9.6.3 Expense Reporting

776

9.7 Fixed Assets

777

9.7.1 Acquisition

777

9.7.2 Depreciation

793

9.7.3 Scrapping

798

9.7.4 Fixed Asset Reports

800

9.8 Inventory Valuation

801

9.8.1 Material Valuation Methods

801

9.8.2 Cost Estimates

803

9.8.3 Month-End Processes

807

9.9 Cost and Revenue

814

9.9.1 Planning

814

9.9.2 Overhead Distribution

816

9.9.3 Overhead Absorption

820

9.9.4 Revenue Recognition

823

9.10 Tax Management

825

9.10.1 Sales Tax and Value-Added Tax

825

9.10.2 Withholding Tax

827

9.10.3 Reports

827

9.11 Summary

828

10 Human Capital Management

829

10.1 Personnel Administration

829

10.1.1 Regular Tasks

829

10.1.2 Employees

833

10.1.3 Analytical Reports

834

10.2 Time Administration

834

10.2.1 Maintaining Employee Time Profiles

835

10.2.2 Regular Tasks

841

10.2.3 Updating Employee Time Records

844

10.2.4 Updating an Employee Time Sheet

846

10.2.5 Time Models

849

10.2.6 Time Administration Reporting

851

10.3 Compensation

851

10.3.1 Compensation Components

852

10.3.2 Compensation Structures

855

10.3.3 Maintaining Employee Compensation Records

858

10.3.4 Other Compensation Tasks

861

10.4 Summary

863

11 Analytics for Business Users

865

11.1 Working with Reports

865

11.1.1 Navigation

866

11.1.2 Selection

868

11.1.3 Views

870

11.1.4 Tables

872

11.1.5 Diagrams

876

11.1.6 Share, Send, and Download

877

11.2 Dashboards

878

11.3 Summary

886

12 Administration

889

12.1 Business Configuration

889

12.2 Application and User Management

891

12.2.1 Incidents and Service Tasks

892

12.2.2 User and Access Management and Business Roles

895

12.2.3 Substitutions

902

12.2.4 Task Distribution

903

12.2.5 Input and Output Management

903

12.2.6 Approval Processes

907

12.3 Summary

911