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SAP Business One Workflow – email reminder for outstanding approvals

SAP Business One offers great functionality for automating the approval process in your organisation. Let’s look at an example – assume that Janet can place purchase orders for a value of up to $1,000. When Janet wants to place an order for more than $1,000 the SAP Business One system will notify Janet that she

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SAP Business One customer order notifications – helping improve customer service

The team at Leverage has received regular requests for automated order acknowledgements to be sent from SAP Business One. The requirement varies slightly from customer to customer but essentially needs an automated email to be sent to customers on various order statuses: Receipt of order from customer; Order status update; Dispatch of order to customer;

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Leverage Technologies Customer Presentation – SAP Business One 9.1 and SAP Business One Reporting Options

The team at Leverage Technologies presents monthly SAP Business One updates for all Leverage customers. The August 2015 update was run on the 25th August and includes an overview of SAP Business One 9.1 enhancements and reporting options for SAP Business One. We have embedded a YouTube recording (below) of items covered in the customer

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SAP Business One Dunning letters – helping your business collect cash.

Most SME’s will agree that cash is critical for business growth. ERP providers talk about helping with the quote to cash process – expediting the collection of cash in your business. The good news is that SAP Business One provides us with multiple cash collection tools and reports to help improve your cash flow. The

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SAP Business One Procurement Opportunity Management

SAP is continuously releasing new versions and updates for SAP Business One. A recent functional enactment to the sales opportunities in SAP Business One has seen the team at SAP add procurement / purchasing opportunity functionality. Many people have used the SAP Business One opportunity management – as part of the CRM solution in SAP

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SAP Business One HANA Delivery Schedule Management Reporting

SAP Business One HANA provides multiple reporting options – KPI’s, dashboards, pervasive analytics and Excel pivot tables. There are also multiple built-in HANA reporting tools – cash flow forecast, Available to Promise and Delivery Schedule Management are currently available. I call these HANA reporting tools because they are much more than pure ERP reporting…….these are

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Successful ERP Software implementations should be measured on business improvement

Successful ERP (Enterprise Resource Planning) or business management software implementations are not about software or technology. At the end of the day the software is only an enabler. The real measure of success is business improvement. I often speak to companies who are proud of implementing the latest version of ERP software but forget to

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