SAP Business One Logic and Implementation Approaches

SAP B1 functionality covers broad range of typical ERP topics: Financials, Banking or Bank Reconciliation, Sales and Purchases, Inventory, Bill of Materials and MRP (also referred as Production or Discrete Manufacturing), HR, Service (warranty contracts, also applicable to rental contracts), Sales Opportunity management or simply CRM which is customer relation management module. Let's review SB1 implementation scenarios and highlights:

1. Licensing. It is traditionally all-in-one per named user, however there are variations of the term of named user itself, typically related to CRM restricted functionality: Sales and Service, plus web CRM components. All-in-one means that you pay per named user and this named user gets access to all the modules in SAB BO

2. Integrated Modules. In the case of SAP Business One modules integration is modern and natural - you should not expect batch integration between modules happening overnight, or terrible things like that. This small and medium sized businesses ERP is integrated or simply united by its nature of being programmed initially

3. Broad but Shallow ERP business logic. Here you have all the modules listed above, but you should not expect all the ERP logic to be available comparing to Microsoft Dynamics Axapta or Oracle eBusiness Suite. Again SB1 is for small business or the business that wants Small Business ERP implementation scenario

4. Initial Data Conversion. In SAP B1 you have initial balances and business partners entry functionality, where you can launch or switch you accounting to SSAP Business One

5. Business Logic Flexibility. As you could expect, SB1 does not cover all the complexity of real manufacturing or service dispatch management processes, however it is so flexible, that small business owner or ERP user may come to conclusion to utilize SB1 the way that fits or approximately imitates required business logic. Good example is Rental contracts, which could be implemented as Warranty Contracts in SAP Business One, where rented items are simply transferred to technician and at the expiration of the contract back from technician - these transfers are implemented as SB1 inventory transfers from one Warehouse to another

Andrew Karasev, Alba Spectrum, implementing ERP since 1994, http://www.albaspectrum.com, help@albaspectrum.com, please visit our information portal Pegas Planet http://www.pegasplanet.com

Serving SB1 customers USA nationwide: CA, IL, GA, TX, FL, NY, MI, IN, MA, ND, AZ, NV, NE, AL. Local service in Chicago, Atlanta, SC, San Diego, Houston

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4 Things To Look For In A Mortgage CRM Provider

If you're like many mortgage companies, you have just begun to look at the Internet for a viable source of business.

In the past several months you've begun to realize that it is no longer raining loans and you have to pursue new business more aggressively than ever before. For that reason, you MUST have a mortgage CRM (customer relationship management) strategy. A mortgage CRM strategy to help to find, sell and keep more customers. Remember it's less expensive to keep a customer you already have than get a new customer. You need to find a mortgage CRM provider who understands CRM, but also understands the mortgage industry.

Here are four things to look for in a mortgage CRM provider.

(1) Does your mortgage CRM provider understand CRM and the mortgage business?

(2) Does your mortgage CRM provider understand the power of mortgage email marketing and how to integrate that with your lead management strategy?

(3) Does you mortgage CRM provider work with you to provide follow up strategies and scripts you can use in your marketing efforts - working as a team is key.

(4) Does your mortgage CRM provider understand the critical role your website plays in converting your website traffic and is your mortgage CRM integrated with your website?

Having the right mortgage CRM strategy is critical to your Internet marketing success, but its not about one thing. You CRM strategy should be part of a complete Internet marketing strategy that includes a mortgage SEO, mortgage email marketing, website and training strategy.

The author, John Boudreau, is CEO of Astonish Results, a digital marketing and training company for the mortgage industry located in Warwick, Rhode Island.

Astonish Results, provide high impact mortgage websites, training, CRM, SEO and email marketing and can be found at http://www.astonishresults.com

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Brazil: Microsoft CRM Integration Scenarios

Microsoft Dynamics CRM 3.0 should be considered as very flexible, programmable and customizable CRM application, really it is a heaven for Microsoft .Net and SQL developers. In this small article we will give you highlights on the integration techniques. Special credits should be given Microsoft SQL Server cross-platform integration options, such as Linked Server.

• Scenario. Your company has good-old-days Oracle-based business management system, such as cargo tracking in transportation industry. Now you want your sales people to be moved to MS CRM and from MS CRM you need the lookup screen to shipment tracking

• Technique. You create linked server to Oracle database from your MS SQL Server, hosting Microsoft Dynamics CRM. Then you create distributed SQL query and insert it in your MS CRM SDK custom form. You integrate this custom form as MS CRM tab or menu for one of your MS CRM objects: Order, Quote, Invoice

• Working Off-line. When your sales people are traveling, they can not have permanent connection to your MS CRM web server. Instead, you use Microsoft CRM Outlook client, where your customization should be incorporated and included into MS CRM Outlook client replication. In MS CRM 3.0 you can expose to Outlook replication virtually any custom MS CRM object/table

• MS CRM SDK Programming. MS CRM Software Development Kit is a tool for professional MS CRM developer. You need intermediate or advanced level of .Net C# or VB programming experience, server side plus excellent XML and XML Web services

• Heterogeneous Integrations. MS CRM may integrate interfacing pages to such popular in Brazil ERP as Oracle EBusiness

Suite/Financials/Applications, Microsiga, Navision (C/SIDE and MS SQL Server databases), MS Axapta/Dynamics AX, SAP B1 Business One, mySAP/R/3 to name a few.

Andrew Karasev is MS CRM Consultant. Please give us a call: São Paulo - Brasil: +55-11-3444-4949, USA: +1-866-528-0577 or +1-630-961-5918, Europe: +44-20-8123-2580 or +45-36-96-5520, México DF: +52-55-535-04027, Bogotá – Colombia: +57-316-4371925, Alba Spectrum Group ( http://www.albaspectrum.com http://www.greatplains.com.mx http://www.enterlogix.com.br http://www.ronix-systems.de ) Microsoft Business Solutions: Microsoft Great Plains (Microsoft Dynamics GP), Microsoft CRM (Microsoft Dynamics CRM), Microsoft Navision (Microsoft Dynamics NAV), Microsoft Axapta (Microsoft Dynamics AX), SAP Business One, Oracle: Oracle E-Business Suite, Oracle Financials,. We serve Colombia, Venezuela, Brazil, Chile, Argentina, Uruguay, Peru, Paraguay, Bolivia, Mexico, Ecuador and Central America, plus Microsoft Great Plains and Oracle E-Business Suite we serve Worldwide.

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