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SAP Business One Customer Newsletter
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Ian Caswell - Managing Director |
Welcome to the latest
edition of the Sapphire SAP Business One customer newsletter. I do
hope that you all had a good summer.
I would like to start by
thanking everyone who attended our Sapphire SAP User Day in June. We
had a fantastic turnout at the event which we held here at our
London offices and feedback has been encouraging:
“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
“Excellent day again
overall.”
Paul Underwood, Cole Fabrics PLC
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I am pleased to announce
that the winners of the prize draw are:
1. Pat Al-Farhan, Fisco Fasteners
2. Vicki Salih, Sahara
3. Chris Speer, Upgrade Options
In addition you helped to raise over £100 for Children with
Leukaemia, so thank you very much.
Sapphire as an organisation continues to grow and the team is
expanding in numbers accordingly. Additions to the team include
Johnson Paily, SAP Business One Support Consultant and Tanveer
Waseem, SAP Business One Support Consultant.
I am always keen 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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Tony Martin - Client Service Director |
Some of you may not yet be
aware that SAP Business One 2007 has now been formally released by
Sapphire. Although the latest version has been available from SAP
for some time, Sapphire put it through its own rigorous testing
procedure before releasing to our clients. If you are interested in
learning more about this new release or would like to discuss
upgrading, please talk to your account manager who will be delighted
to help you.
We are always looking to
improve the service that we give you and with that in mind we
recently added a new member of staff to the SAP Business One support
team. As usual we recruited an experienced Business One, consultant,
this time directly from another Business One reseller. So please say
a big hello to Tanveer Waseem the next time you find him on the end
of the phone.
You may remember that in the last Sapphire SAP Business One
newsletter I wrote about the support feedback service we now offer.
In essence, this gives you the opportunity to let us know how you
feel your support calls were handled. I thought I would share the
statistical results so far with you. As you can see they are
encouraging and mostly positive. Of course anything under 100
percent in any category means that there is room for improvement so
I view the figures as “good but could do better.”
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Question |
Yes |
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Did we close the
call in a timely manner? |
95% |
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Did we fully
understand your issue? |
95% |
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Did we understand
the urgency of your call? |
93.5% |
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Did we provide you
with a workable solution? |
88% |
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Did we have the
technical competence to handle your call? |
90% |
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Overall |
92.3% |
We at Sapphire are aware that we don’t have a monopoly in the world
of SAP Business One and that you are perfectly entitled to take your
business else where if we don’t come up to scratch. If you do feel
that our service has dropped below the level that you expect, please
feel free to contact me. Of course if you would like me to pass on
some praise to any of my colleagues I would be more than happy to do
that as well.
Because of the nature of
the work Sapphire does, we often handle client data, some of which
may be of a confidential nature. Much of this data is supplied to
Sapphire via email and indeed is often moved internally through our
email system. However, what the use of email does is open up the
opportunity for human error. For example, it would not be impossible
for a member of your staff to accidently pick the wrong email
address and send something that is confidential to the wrong person.
Changing the way we interact with our clients, potentially via an
FTP site or through the use of a shared area such as MS SharePoint
could make things more secure but may well carry overheads and
therefore we would not introduce them without consultation.
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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Title |
Hints & Tips Webinar – Units Measure in SAP Business One
2007 |
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Suitable for
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SAP Business One 2007a |
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Date |
Thursday 20th November |
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Time |
10:30 - 11:15 |
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Enrol |
click here |
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Overview:
Join our Support Team Leader for an overview of how base units work
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Title |
Hints & Tips Webinar – Down Payments Overview |
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Suitable for
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SAP Business One 2007a |
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Date |
Thursday 11th December |
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Time |
10:30 - 11:15 |
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Enrol |
click here |
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Overview:
Join us for an overview of how down payments work.
We look forward
to hearing from you.
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Extend the capabilities of SAP Business One using iBOLT SE from
Magic Software
iBOLT™ is an
easy-to-use and cost-effective, GUI-based business integration
suite. iBOLT Special Edition (SE) for SAP® Business One extends
SAP’s software development kit, while providing all required
interfaces for SAP Business One.
Using an intuitive,
wizard-based interface with SAP Business One, you can respond to a
wide range of business process automation requirements that cannot
be satisfied with the stand-alone ERP package.
With Magic Software’s iBOLT SE you can:
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Automate manual
communication with your trade partners
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Consolidate
chart of accounts
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Synchronise
your company's data across multiple site
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Connect your
e-commerce sites to SAP Business One
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Handle service
requests via the Web
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Allow customers
to submit orders via the Web
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Facilitate EDI
transactions
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Automatically
log your incoming emails
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Share data
across systems and combine business processes
Sapphire are holding a
FREE breakfast seminar to all of our SAP Business One customers at
our City of London offices on 19th November 2008 between 9.30 –
12am. Learn how iBOLT SE, Magic Software’s SOA Integration Suite for
SAP Business One, can enhance the capabilities of your SAP solution
and see a live demonstration of Magic’s New Intercompany Template
for SAP Business One.
For more information please call me on 020 7648 2000 or email
me directly at
jenna.roberts@sapphiresystems.co.uk
Full details of this seminar including a full agenda will be
available on our web-site shortly:
http://www.sapphiresystems.com/training_events/event_enrol/iBolt_SE_Seminar.htm
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As you may know Sapphire offer a number of training options
including public training courses, private training courses
and on site workshops.
We are currently offering
the following SAP Business One Courses:
The cost per delegate per course is £345 + VAT including lunch and
course notes
We will be publishing our
full course details shortly. In the mean time, if you would like any
further information at all, please do not hesitate to call our
training advisor Sharon Steven on 020 7648 2000 or email
training@sapphiresystems.co.uk
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Save 20% of your Purchase Ledger Spend with PROACTIS
Businesses are under
increased pressure to strengthen the effectiveness of procurement
activities and to reduce unnecessary administration time,
duplication of effort and maverick spending.
I’m sure many of you will identify with the following issues:
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Uncontrolled
spending - people buy what they like when they like,
from whom they like
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Lack of or no
purchase authorisation
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A supplier
list that runs into hundreds or even thousands
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Coding errors,
that consume large amounts of the finance team’s time
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Lack of
visibility over the cost pipeline
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No budget
checking, purchase being made regardless of budget
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Lack of
commitment information
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Lack of
discounts being given or taken
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Poor
governance & high administration costs
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Lack of
supplier performance metrics that allow you to get
better deals
Add to the above
the additional pressures put on your businesses such as;
regulation, compliance, auditability; transparency and the
need to for rapid change in today’s economic climate, how
confident are you your manual systems and procedures will
cope?
PROACTIS empowers
you to take control of spending, streamline your purchasing
and gain genuine insight into your cost base. Reaching
across your whole business PROACTIS users will benefit from
amongst other things:
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Web based
requisition / order screens controlled by user profiles
and permissions
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Budget
checking and authorisation workflow
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Commitment
accounting and accruals
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Built in
catalogues and punch out to supplier web sites
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Supplier
rationalisation with better deals and discounts
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Automated
nominal coding
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3 way invoice
matching
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Employee
expense management
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Sapphire will
be holding a PROACTIS breakfast briefing at our City of London
offices on 6th November 2008 so if you would like to find out more
and see a live demonstration of this easy to use solution then
please call on 020 7648 2000 or email me directly at
jenna.roberts@sapphiresystems.co.uk
Alternatively you can find a full agenda and enrol at:
http://www.sapphiresystems.com/training_events/event_enrol/proactis.htm
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Most organisations
have hundreds or thousands of personal expenses every month,
including petty cash, expense returns and credit cards.
The cost of
completing, authorising, reconciling, re-checking, adjusting
VAT and re-keying the data is both tedious and inefficient.
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, benefitting from these key features:
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Record
expenses using expense@work’s tailored expense forms.
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Easy expense
entry requiring no end user training.
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Accessible
anywhere/anytime via a browser.
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Automated
workflow with backup authorisers, proxy functionality
and email notifications.
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Extensive
Reporting options.
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Enforces
corporate guidelines and expense policies.
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Maintains
mileage records and calculates appropriate rates and
allowances.
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Authorise and
Review using expense@work’s rule based document routing
engine.
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Import credit
card statements using expense@work flexible import
module.
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Update your
accounting system and avoid transaction duplication
using expense@work’s flexible Finance Integration module
As well as all
this and with tying in with the ‘topic of the moment’, with
the latest release of expense@work, organisations and
employees can now track and report on their carbon footprint
as they submit their expense claims.
You can download a
free Webinar from our Webinar Library at
http://www.sapphiresystems.com/customer_resources/Webexs/expense.htm
Read more
For more information please contact your Account Manager.
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For all you football
enthusiasts you may be interested to know that Sapphire holds an
executive box at White Hart lane, the home of Tottenham Hotspur
Football Club since 1899.
The box, which boasts an idyllic situation on the lower level of the
stadium, directly aligned with the half way line, can hold up to 8
guests who 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! On entrance to the grounds
guests are met by their host and escorted to the private executive
lounge where they can enjoy an array of beverages after which they
will be taken to the box where food and refreshments will be served.
All of this teamed with the thrill of watching a premiership
football match and the atmosphere at the stadium, im sure you’ll
agree it’s an experience of a life time. We also hold 2 season
tickets which allow entrance into the executive lounge and then
seats in the stadium for those of you who prefer to get more
involved in the crowds!
 
For more information
please speak with your Account Manager.
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Leading UK ports operator selects spend
control solution from Sapphire Systems
Peel Ports to implement a 1000
user Proactis Spend Control solution
LONDON, UK – 06 August
2008. Sapphire today announced that it is to supply and
implement a 1000 user Proactis Spend Control System to the Peel
Ports Group.
Peel Ports, a division of the Peel Holdings group, is the second
largest ports group in the U.K. handling over 60 million tonnes per
annum. It operates the ports of Liverpool, Medway, Clyde, Heysham
and the Manchester Ship Canal, providing a broad range of port
facilities and services to shippers and cargo owners. It also has
various Shipping and Overseas operations. It employs 2115 staff
across the group and has an annual turnover of £450m.
Graham Wilmott, Head of Shared Financial Services, at Peel Ports,
said “Over the years a number of business acquisitions have resulted
in Peel Ports operating several disparate purchasing and stores
systems. This has meant a lot of rekeying and duplication of data,
which over time has became a significant issue for us. It has also
become increasingly difficult to get meaningful and timely cost
control information. We needed to implement a group-wide procurement
system to overcome these problems and help us to streamline the
whole purchasing process right across the business”.
Following a formal
evaluation process Peel Ports selected PROACTIS from Sapphire
Systems. Graham explained “Our brief was to find a system that our
business users would find easy to use. We cited amazon.com as an
example of the simplicity we were looking for from the system we
wanted. It had to be easy to use and it had to deliver clear
business benefit. It also had to integrate with our SunSystems
financial management system – and we felt that PROACTIS ticked these
and other important boxes.”
In selecting to work with
Sapphire Systems, Graham said “Sapphire’s pre-sales team really went
that extra mile to ensure that our business could thoroughly review
the benefits of PROACTIS – we had several demonstrations and, to
validate our requirements fully, we asked Sapphire to prove a number
of key business scenarios to us by way of user workshops. Sapphire
put in a lot of personal time to ensure that we were totally happy
with system”.
Peel Ports expects the new
PROACTIS system to start rolling out across the business towards the
end of the year. Graham explained “The real work begins now and
there will be challenging times ahead in re-designing existing
processes and changing current behaviors in order to maximise the
benefits of the PROACTIS system. We are looking forward to Sapphire
sharing their previous experiences to help us with this.” Graham
added “When the system is fully live we hope to realise such
benefits as enhanced visibility over spend and clearly mandated
processes that will help to manage and regulate our purchasing
procedures. We look forward to PROACTIS being able to provide a
simple clearly defined procurement process for all our business
users and a one stop shop for all our purchasing needs.”
David Singh, Sapphire’s
Sales & Marketing Director concluded “We are delighted to be
welcoming Peel Ports to Sapphire’s growing PROACTIS customer
community. PROACTIS will provide Peel Ports with real cost savings.
By having one business wide procurement system, Peel Ports will not
only be able to procure more efficiently but they will have full
visibility over their cost pipeline too which, in the current
economic climate, is vital for any business big or small”.
About Peel Ports
Peel Ports is a division of the Peel Group - one of the leading
property and transport companies in the UK, with assets valued at
over £4.5bn. It is the second largest ports group in the UK provides
a range of port facilities at the Mersey Docks & Harbour Company,
Clydeport, the Manchester Ship Canal and Medway Ports.
www.peel.co.uk/peelholdings/peelports/ports.html
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The
National Autistic Society (NAS) is the UK's leading charity
for people with autistic spectrum disorders and their
families. Founded in 1962, it continues to spearhead
national and international initiatives and provide a strong
voice for all people with autism. The NAS provides a wide
range of services to help people with autism and Asperger
syndrome live their lives with as much independence as
possible. |
The NAS
had been using a manual procurement system and the
management team wanted the system to be automated to gain
better control over the process and introduce standard
procedures. They were also looking to automate accruals to
get advance warning of committed expenditure – and more
importantly, to flag extreme expenditure.
Ken
Ewen, Finance Systems Manager at the NAS set about
identifying a suitable solution. Following a review of the
solutions available on the market, the management team
shortlisted just two solutions, one of which was Proactis.
The
decision was made to implement Proactis Spend Control as,
Ken explains, “Proactis is much more flexible and
user-friendly than the other product that we looked at, and
has a better look and feel to it. On a practical side,
Proactis integrates with our document management system,
which was a requirement, and is flexible enough to cope with
all of NAS’s processes – which the other solution we
shortlisted could not.”
Commenting on the features of Proactis that made it the
right fit for NAS Ken says “Proactis has a very
user-friendly interface. As part of the decision process we
conducted end-user testing with a 3 day workshop. Both our
users and the management team preferred Proactis to other
solution reviewed; there was a high level of buy-in from the
people who would be using the solution as they all liked the
look of the interface and the ability to customise their own
portal.”
Now
that Proactis Spend Control is implemented at the NAS and
has been in use for some time, Ken tells us “Our Proactis
solution more than meets our expectations. We are benefiting
from tighter control as the accruals provide advance warning
on overspend. ”
A total
of 300 licensed users access Proactis across 30 NAS sites,
with an average of 60 users in the system at any one time.
Proactis is used to manage an indirect spend of over £8m,
and is used to procure items ranging from groceries for
houses and schools through to furniture, equipment and even
agency staff. “We use it for most of our purchasing” says
Ken. The solution has also been integrated with the NAS’s
SunSystems financial management solution and document
management system, so that staff can view invoices.
On the
day to day use of the solution Ken says “Proactis is very
intuitive - so much so that formal training is rarely
required for new users. Training is by means of a manual and
from colleagues – thereby reducing training costs and
ensuring productivity from an early stage.”
To
other organisations assessing their procurement systems, and
indeed any business solutions, Ken advises “Review your
requirements, determine your specification and make sure you
test thoroughly; due diligence is very important. I would
also recommend the involvement of end-users, and indeed all
stakeholders, in the decision process as to have them on
board will help to facilitate a smooth transition to the new
system.”
Ken concludes “I would have no hesitation in recommending
Proactis Spend Control to others, largely due to the control
that it affords management over spending. We have chosen to
work with Sapphire as they offer a personalised service and
they are able to support both our Proactis and SunSystems
solutions with highly experienced consultants and a Support
Desk that is second to none.”
http://www.nas.org.uk/
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As clients and consumers
pressure companies on environmental issues businesses are looking
outwards and attempting to force their supply chains to follow suit.
Mark Dye, FSNs contributing editor, reports.
One way or another we're all being coaxed into going 'green' as
consumers by taking every opportunity to reduce our carbon
footprints and the like. Now, while such efforts being made are to
be applauded and can only be a good thing, it got me thinking about
whether or not businesses would continue to care about this and the
'greening' of their supply chains if we slip into a recession?
I guess the answer to this is both 'yes' and 'no'. While some,
notably the public facing companies, are duly making the necessary
changes to both internal and external processes to move with this
line of thinking, others will merely pay 'lip service' to the idea
until they are either forced by regulation or a lack of clients.
Companies also hate tinkering with their supply lines out of a very
real fear of over-complicating things and 'burning' money in the
process. After all, spending on going green is a great way to go out
of business.
That said, it's happening everywhere in its different forms: Sun,
Fujitsu and Microsoft have all recently spent millions to make their
data centres more green and efficient, while Tesco is reducing its
carbon footprint by building new stores with turfed roofs, wind
turbines and solar panels. Every little helps…
Why? Clients and consumers alike are demanding change. It's also
widely accepted now that those companies making the effort to be
green enjoy both higher customer satisfaction, higher revenue per
employee and - of course – greater profits.
"When you're engaged with clients they actually now require you to
set out your Corporate Social Responsibility (CSR) sustainability
agenda and expect you to have a policy around that and have a track
record in this," explains Nigel Issa, associate partner and private
sector supply chain team leader, at Atos Consulting. "HSBC, for
instance, have just stuck the biggest solar panels in the world on
the top of their building. So, what you'll start to see is
sustainable energy sources to power their resources."
"All the suppliers we speak to have embarked on 'green' campaigns
because of the pressure from customers," confirms Barry Matthews,
head of ITO practice at Alsbridge. And following a period of
publicity without any real substance behind it, or what Matthews
refers to as 'greenwash', he believes that things have gathered pace
over the past 12 months.
"Now companies are demanding it from their suppliers through things
like sustainability, how they run their data centres and what type
of renewable energy they use," he says. "Typically on an ongoing
basis there will be service levels within contracts which will
measure the percentage improvements over time for the percentage of
power used."
"Cutting down on power utilisation, making greater use of existing
assets and extending their life and so on all make both financial
and green sense," adds Clive Longbottom, service director, Business
Process Analysis, at Quocirca.
It's not easy though and partnerships can often represent the way
forward. Take that of ProcServe, a provider of procurement and
marketplace connectivity solutions, and Green 2020, a specialist
environmental software consultancy.
ProcServe is using Green 2020 to provide expertise in the
development of environmental policy, environmental management
systems, carbon management systems, real-time energy monitoring and
carbon foot print calculation, and performance certification at both
organisation and product level as it edges towards a greener future.
With a particular expertise in CO2 emissions reduction in
procurement and the supply chain, Green 2020 will also help
ProcServe measure and improve the environmental performance both of
its buyers and suppliers.
Indeed, it even appears boards are prepared to pay for those who are
environmentally friendly, with 43 percent of IT leaders stating a
willingness to pay a premium for goods and services from sustainable
suppliers, according to a recent report. The Cisco Sustainable
Business Practice Study found that three-quarters stated they are
willing to pay a premium of up to 10 percent, with the remaining
quarter willing to pay between 10 and 50 per cent for this.
Thirty percent of businesses also anticipate budgets for
technologies aimed at improving sustainable business practice to go
up over the next year, with a quarter predicting this could rise by
as much as 25 percent. The report also found that organisations are
looking to increase the impact of a range of initiatives to support
sustainable efforts, some of which form the base of any
sustainability policy. These included recycling (85 per cent), the
use of low-energy lighting (60 per cent) and things like the use of
digital video communications, web 2.0 and instant messaging tools.
"Most companies still think that travel and heating are their
largest source of greenhouse gases," adds David Symons, Director of
Corporate Services at WSP Environmental. "But for most, it's
actually in the goods they buy and from their products once they've
been sold. Understanding where the biggest impacts are helps
companies take the most effective action – and usually this isn't
telling executives to fly less."
"The key question to ask is 'what is the real cost of my supply
chain?'" says Alastair Clifford-Jones, CEO , UK , ABeam Consulting.
He reasons that financial directors will have to rethink their whole
supply chain to include this green currency, tallying up costs in
both financial and environmental terms and adjusting the company's
operations accordingly. "Currently, rising fuel prices are sending
transport costs through the roof, and there's no sign that that
trend is going to stop or reverse any time soon," he adds. "Could
the assembly and distribution of products be brought closer to
consumers in an effort to bring down transport costs?"
As we've heard, much of this involves upfront investment, and supply
chain professionals themselves are worried, with nearly half citing
cost as a barrier to implementing any green initiative, according to
research from Infor. In fact, of the 100 supply chain professionals
within UK companies that were polled, two thirds believe their
environmental initiatives should be subsidised by the government.
Interestingly, 67 per cent say they are more likely to offshore
parts of their supply chain compared with two years ago.
Yet while corporations have been examining internal processes for
their sustainability and environmental efficiency standards, says
Matthews, they need to realise that if they are outsourcing their
green approach should extend to their suppliers as well.
"Outsourcing IT shouldn't absolve the client organisation from its
environmental ethics," he adds. "Businesses are realising that in
this day and age, it is not enough to pass on responsibility for
their IT operations – out of sight does not mean out of mind."
"As the momentum around green grows, companies with a green supply
chain will gain a competitive advantage as consumers and the
Government demand for credentials for environmental sustainability,"
adds Clifford-Jones. "Those companies that are able to prove that
they are green will thrive – and those that refuse to recognise
green as the new international currency will be left behind."
www.FSN.co.uk
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How to transfer the
balance of a payment directly onto the Payment Means screen without
having to manually type it:
OBJECTIVE
You wish to transfer the balance of a payment directly onto the
Payment Means screen without having to manually type it.
PROBLEM
When creating incoming and outgoing payments, it can be time
consuming to have to manually type in the total of the payment you
wish to create.
ANALYSIS
Make use of the keyboard shortcuts shipped with Business One.
SOLUTION
1. Open the Payments Screen
Banking »
Incoming/Outgoing Payments » Select invoices to be paid » Press the
Payment Means Button

2. Press the Payment Means Button

3. Left
click the Total Field
4. Press ctrl + tab on your keyboard and the balance will
be transferred.
APPLIES
All current versions of Business One
How to apply Shortcuts within SAP Business One:
OBJECTIVE
To more easily access windows within SAP Business One you can apply
shortcuts to specific windows.
SOLUTION
SAP Business One allows you to use short keys for different windows.
This saves time to a great extent. Here is how to set up short key
function.
Open the Customise Screen
Tools» User Shortcuts » Customise

Here the short keys can be
set up on different modules and to the corresponding windows. So
each time you need to press that short key to bring the desired
screen.
APPLIES
All current versions of Business One
How to
display totals for column in query generator:
OBJECTIVE
You wish to display totals for columns in query generator
SOLUTION
When you run a query through query generator on say jdt1 where you
have some total columns that you quickly want to add up, or
something like you run a query on some invoices and you want to
quickly see the doctotal of these invoices you can easily do this by
simply putting your cursor on the field name that you want to see
the total for, then hold in ctrl and single left mouse click. You
will then see the total appear at the bottom of that column.

APPLIES
All current versions of Business One
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