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SAP Business One Customer Newsletter

 

February 2009

click here to visit the previous issue

Client Service Column

You’re in Safe Hands with Sapphire - watch our video

Sapphire SAP Business One User Day 2009

SAP Business One Support Webinars

IMPORTANT: Earnie Payroll Stationary Requirements – P60s NOW AVAILABLE

Ensuring Compliance with Corporate & Inland Revenue Requirements

Sapphire named number one partner for SAP Business One

SAP Business One Training Course Information – NEW schedule 2009

Sapphire expands with Edinburgh Office

Bridgeman Art Culture chose SAP Business One from Sapphire

Case Study: Esdevium Games chose SAP Business One

FSN article: Managing the Whole Business

SAP Business One Hints and Tips

Ian Caswell  - Managing Director

 

Welcome to the first Sapphire SAP Business One newsletter of 2009. I hope that you enjoyed the Christmas period and that the year has got off to a good start for you.

 

I would like to start by thanking everyone that took part in our annual customer survey. At Sapphire we consider our customers especially important and so pride ourselves in providing you with the best service we can. Therefore, we greatly appreciate you taking the time to complete our annual customer survey as your valuable feedback and suggestions make this possible.

 

 

 

“Another great year from Sapphire. No.1 for SAP Business One Users.”
Paul S.Baker, Longulf Trading (UK) Ltd
 

“I appreciate the prompt help of the Sapphire team. Specifically, Sam Rowland-Jones is very helpful.”

Ok Lee, The Riverside Company
 

“I am really satisfied with the attention received by Sapphire.  They help me a lot in order to solve my doubts and they do it very quickly and with efficiency"

Pedro Alberto Olivares Corraliza, Riverside España Partners S.L.

 

I am pleased to announce that the winners of the prize draw are:

1. Daniele Lionetti – National Geographic Channel
2. Mark Allison – Integrated Asset Management plc
3. Arshad Lakhani – Hidd Power Company
 

In addition you helped to raise over £500 for Children with Leukaemia, so thank you very much.

The prizes this year certainly attracted some interest especially that of 2 tickets to see a premier football match from our box at White Hart lane. For those of you who are not aware, Sapphire hold an executive box at the famous Tottenham Hotspur grounds. Guests can expect to enjoy luxuries such as their own bar and TV, private dining facilities, free car parking and their own waiter or waitress to cater to their every need; team this with the amazing location above the half way line and I’m sure you’ll agree that it truly is an experience not to be missed - and one that would usually cost a spectator an amazing £300 per seat! With that in mind, we have decided that the top prize winner in our draw may choose from the Football tickets, the Amazon vouchers or the Magnum of Champagne. The second place winner may then pick from the remaining two prizes and the runner up will receive whichever is left. I hope that you agree this fair and apologise if any offence or confusion were caused.

Carrying on in the vein that the customer comes first, we realise that times are hard with the current economic downturn and so throughout the year, we will be running a number of seminars focusing on system pain points and suggesting solutions and ways in which you can improve your cash flow management. We are also offering site audits to ensure that you are using your system efficiently and getting value for your money – please speak to your account manager for further details.

I am always keen to find out what you think of the Sapphire newsletter, as well as any feedback you may have on Sapphire’s service to you as a whole, so please email me your thoughts at ian.caswell@sapphiresystems.co.uk.

 

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Client Service Column:

 

Tony Martin  - Client Service Director

 

Welcome to the first Sapphire newsletter of 2009. If you are a new Sapphire client I would like to introduce myself. If you are an old Sapphire hand please bear with me. My role as Client Service Director is varied but largely consists of acting as a point of reference and escalation for Sapphire’s clients. If you feel there is something that needs the attention of a senior member of the Sapphire team then please feel free to contact me. I am always interested to hear from clients so if you have any thoughts on how we work with you and indeed if you have any suggestions on how we can improve our service to you, please call me on 020 7648 2000 or email me directly at tony.martin@sapphiresystems.co.uk.


We are still analysing all of the feedback from our customer survey but, from a quick glance, the results look very positive and we will publish them in due course. Because of the high level of product knowledge and experience within Sapphire I would expect the feedback on support and consultancy to be very positive. What I always find doubly encouraging is when we get praised for having a good, client focused attitude and a personable and professional manner. I pulled out the following comments from the feedback that has arrived so far:

 

 


 “… is good at his work and customer centric.”

“The person I spoke with was very helpful & personable. “

““My dealings are always dealt with on a professional and friendly manner. I could want no more from them.”

“I really appreciate the way in which Sapphire employees relate to their clients and value the business that clients bring to Sapphire.”


That final comment about how much we value the business that clients bring to us is very pleasing to read. On the day that they join the company, Sapphire staff are told that it is you, our clients who pay our salaries and it is a point that we never lose sight of.

For those of you who use our SAP Business One support services we have some interesting news. Sam Rowland-Jones is spending 2 weeks in Bratislava in Slovakia in March. Not on holiday but working with the SAP development team at their invitation on testing the next release of Business One. An indication of how much SAP value Sapphire and the skills and knowledge of its team.

As I mentioned earlier, we are always ready to examine ways of improving the service that we offer. I would be interested to know how you think we can improve the service offered to you by our team of Account Managers. Do you see your Account Manager often enough? Do you prefer to communicate by phone or email or do you prefer a face to face meeting? Does he or she keep you up to date with matters of interest? Your comments on any of the above and your general ideas on what you want from our account management team would be much appreciated.

If we don’t speak in the meanwhile, I look forward to meeting you at one of our 2009 client events.
 

We are interested in finding out if this is of concern for any of our clients and would appreciate your feedback on this issue.  Please let me have your thoughts at tony.martin@sapphiresystems.co.uk or on 020 7648 2000.       

 

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You’re in Safe Hands with Sapphire

 

Here at Sapphire, we are acutely aware of the tough times that the UK economy is going through and suspect that many of our customers will have the same thoughts and concerns. We therefore hope that you will take comfort in the fact that Sapphire is an organisation that represents low risk, best value for money and a customer first ethos that is second to none in our industry. We firmly believe that measure of an organisation is in what it’s clients and staff have to say, please take a few minutes and watch the following video clip which shows both our customers and staff sharing their experiences of Sapphire..

Remember you’re in safe hands with Sapphire
 

Click here to watch our video.

 

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Sapphire SAP Business One User Day 2009

 

We are pleased to announce the dates for our annual customer user day.

At Sapphire we have a very simple business ethos: Customer first. We want our customers to get the most out of their system and our annual User Days offer them a chance to learn more about the major new functions and services available. They are also a great opportunity to network and share similar experiences with each other and to provide us with valuable feedback on how we can improve our service.

Last years event was a great success and feedback was excellent:

“excellent opportunity to meet Sapphire personnel & obtain a feel for B1 future and associated products.”
Alan Sherwin, Intatec

“Very well presented day. Good for both experienced and novice users.”
Chris Martin, Strateco

As always, there will be keynote sessions from both Sapphire and SAP in which you can learn more about the future of SAP Business One. Add to this the chance to meet with many of Sapphire’s support, consulting and services staff … together with many other SAP Business One Users and I am sure you will agree that this event is one not to miss!
 

 

SAP Business One

11th June 2009

Sapphire City of London Offices

Click here to register

 

 

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SAP Business One Support Webinars

 

Date:

Tuesday 17th February 2009

Title:

expense@work

Suitable for:

SunSystems or SAP Business One Users

Location:

WEBINAR (10:00 - 11:00)

Enrol:

click here

      Overview: Enrol on this webinar and find out how our solution will save you time, effort and money. expense@work is a highly functional and robust expense management system for any organisation wishing to streamline their employee expense claims process. A browser based solution; expense@work is designed to provide users with the tools, processes and information necessary to run their businesses efficiently and save costs. It operates in a distributed multi-location environment and its strong multi-currency and multi-company credentials provide the options for future expansion as required.
 

 

Date:

Wednesday 18th February 2009

Title:

iBOLT SE for SAP Business One

Suitable for:

SAP Business One Users

Location:

SEMINAR - LONDON (10:00 - 12:30)

Enrol:

click here

   Overview: Discover how you can extend the capabilities of SAP Business One for your organisation. This session will include a brief overview of the functionality and demonstration of the solution.
 

 

Date:

Thursday 19th February 2009

Title:

Payment wizard

Suitable for:

SAP Business One Users

Location:

WEBINAR (10:30 - 11:15)

Enrol:

click here

Overview:

How to successfully run the payment wizard plus troubleshooting tips

 

 

Date:

Thursday 19th March 2009

Title:

Main differences between SAP Business One 2005A and 2007A

Suitable for:

SAP Business One Users

Location:

WEBINAR (10:30 - 11:15)

Enrol:

click here

Overview:

Highlighting the key differences between SAP Business One 2005A and 2007A

 

 

Date:

Thursday 16th April 2009

Title:

Error : GL account missing

Suitable for:

SAP Business One Users

Location:

WEBINAR (10:30 - 11:15)

Enrol:

click here

Overview:

Troubleshooting tips for when you come across this error

 

 

Date:

Thursday 30th April 2009

Title:

Data Transfer Workbench

Suitable for:

SAP Business One Users

Location:

WEBINAR (10:30 - 11:15)

Enrol:

click here

      Overview: How to create a template for a User defined table in Data Transfer Workbench and how to schedule an automatic data import with Data Transfer Workbench?

 

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Earnie Payroll Stationary Requirements – P60s NOW AVAILABLE

 

To all users of Earnie Payroll


If you require more envelopes or payslips simply cal Kristine Kyle on 020 7648 2000 or email her direct at kristine.kyle@sapphiresystems.co.uk.
 

Furthermore, if you are thinking of changing the style of your payslips, do not hesitate to get in contact for more information on the various styles we can provide. We are able to provide samples as required so that you can see which style and layout suits you.
 

To enable you to stock up for longer on payslips we have a special bulk pricing scheme which many of our customers are already benefiting from.
 

Please be advised that P60s are now available to order at the following prices:
NB. Orders can be delivered within 48 hours of receiving payment.

 

 

Form

No. of Forms

Price (Ex Vat)

 
 

P14/P60

1000

£715

 
 

P14/P60

500

£407

 
 

P14/P60

100

£132

 
 

P60 Mailer

2000

£1,375

 
 

P60 Mailer

1500

£1,144

 
 

P60 Mailer

1000

£792

 
 

P60 Mailer

500

£451

 
 

P60 Mailer

100

£132

 
 

P60 Z Fold

2000

£1,067

 
 

P60 Z Fold

1500

£869

 
 

P60 Z Fold

1000

£660

 
 

P60 Z Fold

500

£407

 




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expense@work

 

Ensuring Compliance with Corporate & Inland Revenue Requirements

 

In today's tightening economy, managing and controlling costs and employee expenses is of paramount importance, add to that the ever present threat of a HMRC audit and penalties, then you have a real problem. Businesses are under increased pressure to strengthen the effectiveness of their cost control activities and to reduce unnecessary administration time.

 

This includes their employee expense management processes.
 

Most organisations have hundreds or thousands of personal expense claims to process every month, plus, dealing with company credit cards, petty cash claims and expense returns.
 

The cost of completing, authorising, reconciling, re-checking, adjusting VAT and re-keying the data is both tedious and inefficient.
 

In fact, we have calculated that the time and cost of a single expense claim with fifteen entries is over £150.
 

With expense@work you can take control of your employee’s expenses, enforcing best practice procedures so that data is entered correctly and in full, leaving little room for human error.
 

By installing an electronic expense management solution, not only can you improve productivity, but you can produce comprehensive expense reports that are required by Management and also by external organisations such as the Inland

Revenue or Customs and Excise.
 

expense@work automates and increases visibility of the entire employee expense management process, ensuring claims comply with both internal policies and also Inland Revenue and HMCE guidelines. Errors such as missing VAT receipts can be picked up quickly so that you can identify how much money you are potentially losing as a result of mislaid receipts. You only enter data once, it is validated, authorised using powerful workflow and integrates seamlessly with SunSystems.

 

"Organisations that automate their expense claim process reduce out of policy expenses by 40% and reduce reimbursement cycle times by two thirds" - The Aberdeen Group
 

Click here to find out more on how expense@work can ensure your company complies with corporate and Inland Revenue requirements.
 

Or for more information, please do not hesitate to contact our Product Advisory Team on 020 7468 2000 or speak with your Account Manager.
 

 

 

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Sapphire named number one partner for SAP Business One

 

  SAP Gold Partner  

Sapphire named number one partner for SAP Business One

 

Sapphire Systems plc awarded SAP Business One Channel Partner of the Year accolade for the third time

LONDON, UK – 12 January 2009. Sapphire is pleased to announce that it has been named as SAP‘s leading SAP Business One partner for 2008.

SAP designed SAP Business One, a business management software application, specifically for small and midsize businesses. Used by over 20,000 customers today, it's an affordable, easy-to-use way to manage critical business functions across sales, distribution, and financials – all in a single integrated software system. With SAP Business One, users can instantaneously access critical data that provides a complete and up-to-the-minute view of their business – so they can respond to customers faster and grow their business more profitably.

Ben Crow, SAP‘s Channel Manager for SAP Business One, congratulated Sapphire saying: ―2008 has been an incredible year with Sapphire delivering 124% of target achievement to SAP, truly phenomenal. This really cements Sapphire as one of our most important SAP Business One partners.

He went on to add ―The dedication and teamwork from Sapphire‘s SAP Business One team never fails to impress and astound us; each and every one of them is at the top of their game and is a pleasure to work with. I look forward to developing new opportunities and markets with the team in 2009 to grow Sapphire‘s business even further, in what will be a challenging but exciting year ahead.

Sapphire‘s Managing Director, Ian Caswell, said: ―We are thrilled to have held onto our top partner status for another year. SAP Business One is an ideal complete business management solution for the mid-market as it is fast to implement and is so scalable, with the capability to support from a handful of users right through to several hundred users. For organisations looking for improved efficiency and a rapid return on investment, SAP Business One is the way forward.

Ian continued ―2008 has been a time of change with Sapphire opening offices in Los Angeles and New York, USA; SAP Business One is suited to organisations with an international presence as it has great multi-currency and multi-company functionality – as well as being available in several languages. This expansion enables us to offer an even better service to our international customers and an enhanced support offering to all of our customers. The entire Sapphire team is dedicated to our customer-first’ policy – supplying the software is just the beginning of the relationship, with consistent availability of first-class support, services and training of paramount importance. 

-- ENDS –

 About Sapphire Systems plc Sapphire is the UK‘s leading reseller of SAP Business One and is an SAP Gold Partner. Since 1986, Sapphire has offered clients wide-ranging practical expertise in selecting and implementing advanced financial accounting and business management solutions and today provides software, services and support for over 600 customers worldwide from their offices in London, Manchester and the USA. Sapphire is a founder member of the British Application Software Developers Association and is featured in the Deloitte & Touche Fast 500 Technology rankings.

www.sapphiresystems.com  

About SAP

SAP is the world‘s leading provider of business software solutions. SAP® solutions are designed to meet the demands of companies of all sizes—from small and midsize businesses to global enterprises. Today, more than 28,200 customers in over 120 countries run more than 69,700 installations of SAP® software. With subsidiaries in more than 50 countries, the company is listed on several exchanges, including the Frankfurt stock exchange and NYSE under the symbol ―SAP.

www.sap.com

 About SAP Business One

www.sapphiresystems.com/sap_business_one/index.htm

 

 

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Sapphire SAP Business One Training Courses

 

Sapphire’s Training Services - how can Sapphire help you get the maximum return from your investment in SAP Business One?

Training Needs Analysis Service

Do your users have knowledge gaps? Need training but not sure how to go about it? Unsure of what training you require?
These questions could be answered by our Training Needs Analysis (TNA) service.
This service, delivered by a member of our experienced consultancy team, is designed to:

  • Explore the reasons for the current knowledge gaps

  • Review existing SAP Business One related skill sets and knowledge levels

  • Define training sessions based on the findings of the TNA

  • Create a training plan based on the training sessions recommended

  • Identify the best approach to, and location for, training session delivery

  • Identify the need for bespoke documentation if applicable

  • Deliver a TNA report documenting all findings and recommendations

As well as this service Sapphire offer a number of training options including public and private courses. We can also deliver training at your offices, tailoring the session contents to meet your requirements and using your own SAP Business One data.

 

That way you are getting the most out of the day and best value for your money. Our public courses however, are held at either our offices in London or Manchester so you can chose which is more convenient to you – click here for the all NEW training schedule for 2009.
 

This month we are offering individual bookings at the special price of £299 + VAT
 

Or
 

A group discount of 25% for booking 3 delegates or more on the same course.

RRP for all courses is £345 + VAT (you must book by February 28th 2009)
We still have places on the following courses so please book soon to avoid disappointment:
 

  • CRM in SAP Business One – 17th February

  • Vision 6 XL for SAP Business One Users – 6th March
     

For further information on any of our training courses or services, please do not hesitate to call our training advisor Sharon Stevenson on 020 7648 2000 or email training@sapphiresystems.co.uk alternatively click here to be directed to our training site.

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Sapphire expands with Edinburgh Office

Sapphire to deliver business management solutions locally in Scotland

EDINBURGH, UK – Feb 2009. Sapphire Systems today announced that it is expanding UK operations with a new office in Edinburgh, Scotland. Headquartered in City of London, Sapphire already has a presence in Manchester and the Isle of Man and in 2008 opened offices in New York and Los Angeles, USA.

Sapphire is the worlds leading reseller of SunSystems, an SAP Gold partner – number one for SAP Business One in Europe - and a leading Proactis partner. Since 1986, Sapphire has offered customers wide-ranging practical expertise in selecting and implementing advanced financial accounting and business management solutions. Today the team at Sapphire provide software, services and support for 600 customers worldwide from offices in the UK and the USA.

Ian Caswell, Managing Director at Sapphire, remarked “We are pleased to continue our growth with a local presence in Scotland. We already work with organisations based in Scotland and Northern England; having members of the Sapphire team based nearby means we are able to offer them an even better service.” He went on to say “At Sapphire we pride ourselves on providing experience and stability with best-in-class solutions for all our customers. Growing our business and marketshare in new territories presents the opportunity to increase revenues, which will enable us to further invest in support and implementation services that all our customers can benefit from.”

- ENDS -

About Sapphire Systems plc
Sapphire is the UK’s leading reseller of SAP Business One and is an SAP Gold Partner. Since 1986, Sapphire has offered clients wide-ranging practical expertise in selecting and implementing advanced financial accounting and business management solutions and today provides software, services and support for over 600 customers worldwide from their offices in London, Manchester and Edinburgh (UK); New York and Los Angeles(USA), Sapphire is a founder member of the British Application Software Developers Association.

 

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Bridgeman Art Culture chose SAP Business One from Sapphire

 

  The world’s leading source of fine art selects SAP for international business management



Bridgeman Art Library to implement SAP Business One from Sapphire Systems

 

LONDON, UK – 20 November 2008. Sapphire today announced that it is to supply and implement the SAP Business One business management solution at the Bridgeman Art Library.

The Bridgeman Art Library is the world’s leading source of fine art with images from over 8,000 collections and 29,000 artists. They represent museums, galleries and artists throughout the world by providing a central source of fine art for image users.

John Cotter, Financial Controller at Bridgeman Art Library said “We had a requirement for a solution that would be able to manage our regional and international offices, including London, Paris, Berlin and New York, along with the associated regional legislation. Features required include multi currency and multi company capability.” He went on to say “We did consider upgrading our existing Sage Line 50 system to Sage Line 200; however, following a review of the solutions available on the market we only really looked in depth at Access Dimensions and SAP Business One. We soon realised that SAP Business One is the ‘Rolls-Royce’ of systems at our level and ultimately didn’t even shortlist anything else.”

Commenting on the decision to work with Sapphire John said “The pre-delivery service we received from Sapphire was outstanding; the implementation planning and support service they offer made it difficult to justify looking elsewhere.”

John concluded “Once SAP Business One is up and running at Bridgeman we are looking forward to benefiting from tighter control across the organisation and strong reporting on all financial and business management information. We will see real added value benefits in terms of better visibility of the group as a whole.”

Ian Caswell, Managing Director at Sapphire said “The team at Sapphire are delighted to be working with Bridgeman Art Library. SAP Business One is ideal for organisations with multiple offices worldwide as it is able to manage multiple currency and company requirements – as well as being such a scalable solution. We recently opened our second US office based in New York and Miles Chicoine, Bridgeman Art Library’s Account Manager at Sapphire, will split his time between our London and New York offices enabling him to provide them with the best service possible and all the support they need.”

- ENDS -

About Sapphire Systems plc
Sapphire is an SAP Gold partner, the worlds leading reseller of SunSystems, and a leading Proactis partner. Since 1986, Sapphire has offered customers wide-ranging practical expertise in selecting and implementing advanced financial accounting and business management solutions and today provides software, services and support for hundreds of customers worldwide from their offices in London, Manchester and the USA. Sapphire is a founder member of the British Application Software Developers Association and is featured in the Deloitte & Touche Fast 500 Technology rankings
www.sapphiresystems.com


www.sapphiresystems.com/us



About Bridgeman Art
Founded in 1972, the Bridgeman Art Library works with museums, art galleries and artists to make the best art available for reproduction; they protect the copyright of art owners and provide an essential link between them and image users. The result is an outstanding archive of images drawn from collections throughout the world, all of which are available for licensing. They also provide a full research service whereby expert researchers can select images to individual requirements
 

www.bridgemanart.co.uk

 

 

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Esdevium Games selects SAP Business One from Sapphire

 

Esdevium Games selects SAP Business One from Sapphire

 


Europe’s leading distributor of hobby and gaming products implements SAP Business One from Sapphire


LONDON, UK – 16 December 2008. Sapphire Systems today announced that it is to supply and implement a 21-user SAP Business One business management solution at Esdevium Games.
Alison Barrow, Finance Director at Esdevium Games, said “Essentially we had outgrown the old system, and had started to experience reliability issues, which was a real problem.” Despite the Finance Team’s efforts to improve response times, the performance of the system deteriorated and it became difficult to provide essential management reports in a timely fashion; meaning that the decision making process for the management team was delayed.
The replacement solution needed to handle the increasing sophistication of trade with both suppliers and customers; streamline key processes to ensure that margins were maintained and that diversification was possible without losing control of the business.
Alison undertook a comprehensive review of the solutions available including Access Accounts, MS Dynamics GP, COA and SAP Business One, before short listing SAP Business One and MS Dynamics GP.
Commenting on the decision to implement SAP Business One from Sapphire Alison said “Ultimately SAP Business One was deemed the best fit for Esdevium as it is more robust and the order-processing seems more sturdy. We were also keen to bring all processes into one system to improve efficiency and allow the company to move to the next level without adding headcount. Grant Thornton, who assisted Esdevium in the search and selection process, recommended Sapphire to us and we have not been disappointed. Sapphire have some great references in our sector and gave a good response to the tender we sent out. The subsequent demonstration they gave showed that they understood our requirements and could deliver the system very much in line with our particular needs.”
Once the solution is implemented Alison says “We are looking forward to more control, more monitoring of overrides and expect SAP Business One to help us run the business – rather than the other way round.”
Ian Caswell, Managing Director at Sapphire, concludes “SAP Business One covers all aspects of business management, from accounts to sales, distribution and more, which enables all departments in an organisation to work in harmony - and one of its greatest strengths is that it is so scalable. We look forward to working with Esdevium as they enjoy further success and the company continues to grow.”


-- ENDS --


About Sapphire Systems plc Sapphire is and SAP Gold partner and is the UK’s leading reseller of SAP Business One; it is the global number one reseller of SunSystems and a leading Proactis partner. Since 1986, Sapphire has offered their clients wide-ranging practical expertise in selecting and implementing advanced financial accounting and business management solutions and today provides software, services and support for over 600 customers worldwide from their offices in London and Manchester and the USA. Sapphire is a founder member of the British Application Software Developers Association and is featured in the Deloitte & Touche Fast Technology rankings. www.sapphiresystems.com


About SAP Business One
SAP designed SAP Business One, a business management software application, specifically for small and midsize businesses. Used by over 10,000 customers today, it's an affordable, easy-to-use way to manage critical business functions across sales, distribution, and financials – all in a single integrated software system. With SAP Business One, users can instantaneously access critical data that provides a complete and up-to-the-minute view of their business – so they can respond to customers faster and grow their business more profitably.
www.sapphiresystems.com/sap_business_one/index.htm


About Esdevium Games
Esdevium Games Ltd. is the leading distributor of hobby and mass-market gaming products to the UK and Europe. Since the founding of the distribution arm in 1989, Esdevium has sought to provide the highest possible standards of service and range in the supply of these products. Esdevium’s diverse range includes many high profile licences such as Pokemon, Ben 10 and Star Wars.


www.esdeviumgames.com



 

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Managing the Whole Business

 


 

Managing the whole business

15th December 2008
How many managers really know what goes on inside their own businesses? Judging by recent events, we might be forgiven for assuming that the answer is ‘not many’. This statement becomes more true the larger the business is. Research has shown that most people in large international firms know very little of what happens in departments or business units apart from their own. As a result, people in one area of the business often don’t realise things are going wrong elsewhere – until it is too late. In this article, Morgen Witzel, honorary senior fellow at the University of Exeter Business School, writing for FSN, suggests that it is time to look at businesses more holistically.

The problem goes all the way to the top. Just a few months before the collapse of Lehman Brothers, chairman Richard Fuld and his senior executives were assuring the world, seemingly quite sincerely, that the firm was still sound. They didn’t discover the abyss beneath their feet until they had actually stepped over the cliff.

We don’t manage big companies any more; we manage our own little part of them, not knowing what is happening around us. Previous writers have commented on how people in some business functions come to feel detached from the rest of their own firm, and that as a result their own work is being undervalued. In his book Marketing and the Bottom Line (2000), Tim Ambler of London Business School commented that marketing directors often feel they have to justify their activities to the rest of the board. He also criticised boards for spending too much time crunching financial data and not enough on looking at marketing information.

On the other side of the coin, in his Reinventing the CFO (2006), Jeremy Holt of the Beyond Budgeting Round Table argued that traditionally, chief financial officers ‘were not expected to be part of the team running the business’. Their job was to produce accounts and manage budgets, not discuss big issues like marketing and strategy. Holt believed this was producing an inferiority complex in financial managers that in turn led to stress and even mental health problems.

It was not always thus. Once upon a time, the manager’s job was to manage every aspect of the business. In the fifteenth century, the Florentine firm the Medici Bank had offices across Europe and agency relationships as far away as China and Iceland. It had diversified into mining, cloth manufacturing, transport and general merchandise, and a portfolio of financial services including wholesale and retail banking, foreign exchange, insurance and mortgage lending. Its turnover, translated into modern money, was in the billions. It had a tiny management team, whose members did everything. The head of the Bank, Cosimo dei Medici, personally scrutinised all the company accounts and approved every major decision in every field. He was not unique.

Then at the end of the nineteenth century came scientific management, and with it the atomisation of management, breaking management down into its component parts and analysing each. The first business schools took up this model and began to teach, not management per se, but marketing, operations management, financial management and so on. Today, nearly all business schools still teach management in exactly this way, and most firms are still organised with separate departments devoted to marketing, finance, HR, operations and the like, each with its director on the board. The same pattern is usually replicated down the line in smaller business units.

The result is a series of silos, in which people are experts in their own field but too often know nothing about what happens in the office next door. It even affects people’s self-identity. Ask people what they do for a living and they will say, ‘I am a sales manager’, or ‘I am an IT manager’, or ‘I am a financial manager’. No one says simply, ‘I am a manager.’

This is a problem because, as we are repeatedly told by people who know, the only way to run a business is to know what is going on inside it; not just in one’s own immediate environment, but everywhere. In his recent book On Leadership (2007), Allan Leighton comments that ‘before you do anything else, you need to know in some detail what you sell or what service you supply and its impact on customers. This may sound blindingly obvious, but it’s amazing how few leaders take the time to their explore their business.’

Jacques Kemp, formerly head of ING insurance in the Asia/Pacific region, likened the task of the manager to ‘connecting all the dots’. In an interview for European Business Forum in March 2008, he likened the task of the manager to that of an architect. It is not enough to just have a grand design. The manager also needs to know, in detail, how the design will be built and how it will work, so that vital things like plumbing and electricity conduits go in the right place, and so that the roof is built at the right pitch so it does not leak.

Of course architects have consulting engineers and project managers who tell them these things and advise them on what to do. But in order to do their jobs well, architects have to have basic general knowledge about how buildings are built. They must take a holistic view and look at the whole structure, not just the layout of the rooms and the decorative flourishes over the door. There is no point in having a grand fountain in the courtyard if at the same time the toilets don’t flush.

Managers even the specialists, need to learn to take that same holistic view. Ultimately, every manager in every part of the firm has a contribution to make to the firm’s success. But their contribution only has impact if they work with other managers and coordinate their efforts across functional boundaries. It is no good hoping that the board will somehow pull everything together and make things happen. Managers at every level need to come out of their silos, start socialising within the firm, and find out what is happening.

No one department or business unit is critical to success; they all are. The key to successful management is to manage the firm as a whole firm, not a collection of bits and pieces. Management as a whole is far greater than the sum of its parts.

www.FSN.co.uk

 

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SAP Business One: Hints & Tips

 

1. What is the difference between cancelling and removing an item?

OBJECTIVE
You may have an item that you do not use and would like to delete it from the system. If an item has no stock transactions attached to it then it can be removed. An item that does have stock/transactions against it can be cancelled to prevent it from appearing in the List of Items.

PROBLEM
A removed item is totally deleted from the system and cannot be restored. An item that has a stock transaction attached to it cannot be removed. This item can be cancelled but it can be restored.


ANALYSIS
Make further use of options available under Data.

SOLUTION

a. Remove an Item. Open the Item Master Data Screen. Only items that do not have stock or transactions against them can be removed.

 

Stock Management »Item Master Data »Select »Remove »Data

 

 

b. Cancel an Item. Open the Item Master Data Screen. Once the item is cancelled it will not show up in the List of Items, hence users will not be able to create Marketing Documents that contain the item.
 

Stock Management »Item Master Data »Select Data »Cancel

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

c. Restore an Item after it has been cancelled. Once the item has been restored, it can be used in Marketing
Documents again and will show up in the List of Items.


Stock Management »Item Master Data »Select Data »Restore

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

APPLIES
All current versions of Business One
 

     

2. What is the difference between modules and my menu option in SAP Business One ?

OBJECTIVE
In SAP Business One under main menu we have modules and my menu. You can have all modules which you are generally using in SAP under one window

PROBLEM
When a user wants to access sales order and later wants to access any other menu like sales reports he/she has to click Sales AR-> Sales order and then needs to go to Reports and click the relevant report

 

ANALYSIS
Make further use of My menu options

SOLUTION
a. Open Sales order window, go to tools ->My menu ->Add to my menu

 

 Stock Management »Item Master Data »Select Data »Remove

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

b. Open up my menu and click forms and saves under forms.

 

 

c. To access any other window for eg; if the user wants to access Goods receipt under stock management, this can be added to My menu window.


 

 

 

d. Add the same to Forms. As a result the user will have all their preferred options under My Menu and this can save the user time. They can also add all reports, queries and links under the respective headings as shown below.

 

APPLIES
All current versions of Business One

 

     

3. How to display the vendor reference number in the BP Account Balance window.

 

OBJECTIVE
You wish to display the vendor reference number in the BP account balance

SOLUTION
SAP Business One has no indigenous facility that enables a user to display the vendor reference number in the BP account balance. The field is not exposed in the form settings of the account balance. As a workaround, one of the fields that is exposed in the window may be used to carry the data, for example the field 'Details' in the Journal Entry (JE):

 

By default, the 'Remarks' field in the JE is populated by the data from the 'Journal Remarks' field on the 'Accounting' tab of the AP invoice:

 

A formatted search (FMS) using this query may be linked to the 'Journal Remarks' field and thus copy the vendor reference number into this field, which may then be exposed in the Account Balance window using the Form Settings:

 

 

The heading of the column may also be changed by pressing Ctrl while doing a quick double-click with the mouse:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

APPLIES

Business One 2005A SP1, 2007A

 

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