Demo Script. Classification: Internal and for Partners. SAP Business ByDesign Reference Systems. Version: Golden Demo

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1 Demo Script Classification: Internal and for Partners Version: SAP Business ByDesign Reference Systems

2 Disclaimer This demo script is based on the ByD Reference System for the Almika model company. There are several country versions of the Almika ByD implementation available. The content is similar but deviates especially with respect to language support, names and object descriptions. Sample data used in this demo script relates to the US country version for other country versions different data samples might be relevant. A prerequisite for being able to fully understand this demo script and run the demo, is a sound system knowledge on SAP Business ByDesign. General assumption is that you are familiar with the Learning Center content available in your ByD system at: Home Self-Services Learning Center. Although the script has been tested carefully you might nevertheless encounter different system behavior when running a demo in an actual Almika demo tenant. Release Statement This version of the demo script is released for the following country versions of the ByD Reference System for the Almika model company: US United Stated, as of demo release ByD 1705 DE Germany, as of demo release ByD 1705 UK United Kingdom, as of demo release ByD 1705 FR France, as of demo release ByD 1705 AT Austria, as of demo release ByD 1705 CH Switzerland, as of demo release ByD 1705 NL Netherlands, as of demo release ByD 1705 CA Canada, as of demo release ByD 1705 MX Mexico, as of demo release ByD 1705 AU Australia, as of demo release ByD 1705 CN China, as of demo release ByD 1705 IN India, as of demo release ByD 1705 The demo release basically is determined by the time when the demo tenant has been provisioned for demo usage, a demo tenant provided between mid of March and mid of June 2018 is part of the demo release ByD As of demo release ByD 1802 the release status of your ByD demo tenant can be identified in the Company-Specific-Help: You can find a help entry ByD <nnnn> Demo Guides <CC> under Help Company-Specific-Help. <nnnn> specifies the demo release of your ByD demo tenant, e.g released in February <CC> specifies the country version of your demo tenant, e.g. US Almika US country version. The version-controlled demo guides provided in this help entry match to the demo release and the country version of your ByD demo tenant. Please be aware that the demo guides are not specific to the country version, only the version of the demo guide is specific to your ByD demo tenant. Document Version:

3 Table of Content 1 Demo Script Overview Demo Overview Intended Audience Protagonists Business Pain Points Key Messages and Value Proposition Story Flow Summary Technical Requirements System Access Information User Accounts Demo Steps Prerequisite: Stock Overview Check Stock Overview (Prerequisite Activity) Create Sales Order Create Sales Order Review Sales Order Submit Sales Order Perform Shipment Post Goods Issue Post Goods Issue Create Customer Invoice Create Invoice Preview Invoice Review Document Flow Review Document Flow Scenario Quick Guide and Key Master Data Document Version:

4 1 Demo Script Overview 1.1 Demo Overview This demo scenario describes how you can sell goods from stock using a wide range of standard features to handle sales quotes, sales orders, deliveries, customer invoices, and payments. This scenario includes features such as: Available-to-Promise (ATP) Check The system informs you of whether the products can be delivered at the requested date and in the requested quantity Pricing The system determines prices and discounts automatically. You can also enter these manually, if required. The system can support you by displaying the cost and profit margin Credit Limit Check You can minimize credit risk by specifying a credit limit for a customer. If a credit limit in an order is exceeded, a delivery block is set automatically Automatic Order Creation A sales order can be created on the basis of a lead, opportunity, sales quote, or through an e-shop or B2B interface (external system). 1.2 Intended Audience SAP internal: New hires SAP external: CEO, CIO, Sales Management 1.3 Protagonists The roles in the story are the following: Sales Representative and Warehouse Manager 1.4 Business Pain Points The business pain points being addressed are: Missing transparency, missing efficiency, missing adaptability This sets up a key portion of the theme where ByDesign provides improved transparency, efficiency, and adaptability. Document Version:

5 1.5 Key Messages and Value Proposition Overview A common ByDesign Theme includes high level business goals to Improve Profitability and Build a Foundation for Growth. To support these goals ByDesign provides Transparency, Efficiency, and Adaptability. This scenario streamlines the entire order-to-cash process for midsize companies that sell from stock and wish to fulfill rising customer demands for service and value. Resulting improvements in Efficiency support the higher level business goal for growth. You can become more profitable by responding efficiently to customer demand based on real-time availability information thereby growing revenue while decreasing cost of sales. Availability information is one example of how Transparency leads to improved profitability. SAP Business ByDesign helps efficiently manage the order-to-cash process: From opportunity management, and order fulfillment through to financial settlement. Key Features and Associated Benefits Sales assistant function to best convert opportunities into business o Efficiency leading to Growth Automatic quote and order generation, processing and flexible pricing management o Efficiency leading to Profit and Adaptability leading to Profit The product availability check ensures reliability and accuracy of the confirmation data by checking customer requirement against the stock on hand and the product supply situation o Visibility leading to both Profit and Growth through satisfied customers Integrates operational processes with master data to ensure consistency between orders, shipments and invoicing o Efficiency of the process flow leads to profitability Scalable process for revenue recognition supporting different accounting principles o Adaptability of these processes provides a Foundation for Growth Built in analytics enables a drill down to the profit and loss result alongside dimensions like products, customer groups and distribution channels o Visibility of information leads to improved Profit Document Version:

6 1.6 Story Flow Summary This demo covers the business processes depicted in the dark oranges boxes: Document Version:

7 2 Technical Requirements 2.1 System Access Information To run the demo, you need access to a ByD demo tenant for the Almika model company, which is available in different country versions. 2.2 User Accounts The following user accounts for ByD Almika implementation are to be used to run the demo: Predefined User (Role) Password Component Sales01P Welcome1 SAP Business ByDesign Warehouse01p Welcome1 SAP Business ByDesign Document Version:

8 3 Demo Steps 3.1 Prerequisite: Stock Overview Check Stock Overview (Prerequisite Activity) Prerequisite Prior to beginning the demo for your customer you need to check if there is enough stock to run the demo. What to Do WoC Outbound Logistics Common Tasks Stock Overview. Product ID: P Restricted: Unmark Check Box Planning Area ID: P1100 For running the demo there should be at least 1 ea on-hand. Document Version:

9 What you Should See 3.2 Create Sales Order Create Sales Order What to Say Introduction As we walk through this integrated process look for how ByDesign provides visibility of stock availability and pricing, improves efficiency by flowing information across the various roles and adaptability for pricing and process We start with entering a new sales order. We enter a part of the customer information and the system narrows the list making it easy to find the right customer. The system completes the customer information and brings back the ship-to-location. Document Version:

10 3.2.1 Create Sales Order Ease of use improves efficiency. We can use drop down boxes to choose the delivery priority. If we want to enter a particular inventory item and you have forgotten what the part number is, you can enter a part of the description and the system brings back a list with all materials that fit. This is another ease of use function improving efficiency. Key Features and Advantages Increased efficiency by intelligent auto-completion and defaulting function when entering data Ease of use ATP check Value Statement ByDesign provides visibility of stock availability and pricing, improves efficiency by flowing information across the various roles and adaptability for pricing and process Ease of use improves efficiency. What to Do WoC Sales Orders Common Tasks New Sales Order. Account - Name: CP Requested Date: <Today> + 4 weeks Delivery Priority: Immediate Product ID: P Document Version:

11 3.2.1 Create Sales Order What you Should See Review Sales Order What to Say Introduction In this step you check the sales order details before you submit the order. The system automatically fills the quantity (default is 1), the list price, the discount and the net price. Retrieving previously established prices helps to maintain profit margins. The Available-to-Promise check is green. This means that the product is available. Key Features and Advantages Automatic fill functions Document Version:

12 3.2.2 Review Sales Order Automatic list price determination Automatic availability check at order entry Value Statement Automated retrieval of previously established prices helps to maintain profit margins. By checking availability at the time of order entry you can properly set customer expectations on delivery. Satisfied customers buy more and drive growth. What to Do Hold your cursor over the green traffic light of the ATP check to display the ATP status. What you Should See Submit Sales Order What to Say Introduction We can go ahead and confirm the sales order and send the confirmation to the customer. So we have entered a new sales order very quickly and ed it to the customer. Key Features and Advantages Integrated for efficient business communication and collaboration Value Statement Integrated as in the order confirmation to the customer provides efficiency leading to improved profit. What to Do Click Submit Send Order Confirmation to Account. Note the sales order ID. Document Version:

13 3.3 Perform Shipment Post Goods Issue What to Say Introduction Because we changed the delivery priority in the sales order to immediate, the order has already been forwarded to the warehouse floor to the warehouse operators who pick the information and then provide a confirmation back into the system. We have changed role in our organization to post the goods issue. Key Features and Advantages I am going to show you one method to provide this confirmation. We will be using the browser and completing a one step process. You have options to accomplish this step with hand held Bar Code Data Collection devices, perform a two-step process for pick and pack, or integrate with a shipping systems such as UPS Worldship through a third party add on. This is very simple and we can do this in one step. Value Statement These are examples of the Adaptability of the system that can improve Profitability and help to grow your company. What to Do WoC Outbound Logistics Delivery Control Delivery Proposals. Show Proposals to be Shipped Immediately. Document Version:

14 3.3.1 Post Goods Issue What you Should See Post Goods Issue What to Say Introduction We can say Propose Quantities, and the system copies the planned quantity into the actual quantity. If we had an order with many line items, it allows us to copy all planned quantities and only put in our exceptions. Value Statement This is another example of an Ease of Use feature to drive Efficiency. What to Do Click Post Goods Issue Click Propose Quantities. Click Release. Note Outbound Delivery ID. Document Version:

15 3.4 Create Customer Invoice Create Invoice What to Say Introduction We see in our customer invoicing that the sales order is ready to be invoiced. We want to manually create an invoice with a simple invoice format. We would probably not go through this manual process in normal business, but let the system automatically generate invoices. For example you could set up the system to invoice daily or on a periodic basis you could combine invoices for a customer. These are other examples of how you can Adapt the system to meet your needs now and in the future as you grow. Key Features and Advantages Adaptability: These are other examples of how you can Adapt the system to meet your needs now and in the future as you grow. What to Do WoC Customer Invoicing Invoice Requests. Select Show Today s Invoice Requests. Click Invoice. Click Release. Note Invoice ID. What you Should See Document Version:

16 3.4.2 Preview Invoice What to Say Introduction We can use the preview button to see what that invoice looks like. It is ed automatically to that particular customer. It is a pdf document showing the order information, the price and the discount. Of course, we can re-arrange this and put our own logos on it. Key Features and Advantages Adaptability of forms: All of our forms are Adobe PDF. We have partnered with Adobe to include the Designer within ByDesign so you can modify forms to your needs without programming. Value Statement This is another example of the Adaptability of the system supporting growth. What to Do WoC Customer Invoicing Invoice Documents. Select relevant invoice. Click Edit Click Preview. Click Close (Preview). 3.5 Review Document Flow Review Document Flow. What to Say Introduction In all business documents we can use the document flow to get a quick overview for the entire scenario. We can see all created business documents and use the document flow for navigation. In this scenario we have entered in a sales order, we have done the delivery and we have done the customer invoice. Key Features and Advantages This Document Flow feature excites all of our customers because it delivers tremendous Transparency of information across business flows. Document Version:

17 3.5.1 Review Document Flow. This is a very simple business flow, but it is a great example of the many best practice business flows within the ByDesign system that you get out of the box. Value Statement These business flows provide efficiency to the organization and lead to improved profitability. Remember, we went through one specific flow. There are options within these flows such as the ability to utilize bar code for shipping and integrating to third party shipping systems. This adaptability allows you to improve efficiency and it provides a foundation for growth as your needs change. What to Do Click on link to View All. Click the Tab Document Flow. What you Should See Document Version:

18 4 Scenario Quick Guide and Key Master Data This section summarizes the entire process and provides all the master data that you need to run it. If there is more than one process alternative, additional tables will be provided. This chapter is intended as a quick reference for experienced users who have understood the basics of the business process and have already completed the scenario. Steps Summary Path Data to Use/Enter Activity Step 1 Pre-Requisite: Check Stock Overview WoC Physical Inventory Common Tasks Stock Overview Step 2 Create Sales Order WoC Sales Orders Common Tasks New Sales Orders Step 3 Perform Shipment WoC Outbound Logistics Delivery Proposals Product ID: P Unrestricted Stock Planning Area: P1100 Account ID: CP Requested Date: <Today> + 1 week Delivery Priority: Immediate Product ID: P Check if stock is available Send Order Confirmation to Customer Filter Proposals to be shipped immediately, select proposal Post Goods Issue Propose Quantities Release Step 4 Create Customer Invoice WoC Customer Invoicing Invoice Requests Filter Today s Invoice Requests Invoice Preview Invoice Release Step 5 Review Document Flow WoC Customer Invoicing Invoice Requests Use link to outbound delivery View All Document Flow Document Version:

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