Content Table

Master Data

Keep track of Leads, Vendors and Clients with the BP Master Data module. Create, view, modify or delete Business Partner master data and review their account status. Let your clients and vendors edit their own information on your system by providing them access to the BP Master Data module. Review the BP’s marketing documents and their impact in the BP’s accounts accessing your BP’s Aging Report.

1.1 Sections

• My Business Partners View, Update, Create
• Business Partners View, Update, Create
• Aging Reports View
• Item Master View

1.2 Functionalities

1. My Business Partners

1.1. Search BP by (Code, Name , Type)

1.2. Search Panel Information
(Code, Name, Type, Account, Deliveries, Orders, Opportunities )

1.3. Create Business Partners

1.3.1. General Information, Billing, Shipping, Custom Properties.

2. Business Partners

2.1. Search BP by (Code, Name , Type)

2.2. Search Panel Information
(Code, Name, Type, Account, Deliveries, Orders, Opportunities )

2.3. Create Business Partners

2.3.1. General Information, Billing, Shipping, Custom Properties

3. Customer Aging Reports

3.1. Search by BP

3.2. Report View
(Card Code, Card Name, Transaction type, D Number, Posting Date, Due Date, Balance Due)

4. Item Master

4.1. Search by (Item Code, Item Name, UDF)

4.2. Item Master Data (Description, Vendor Type Group, Prices, Warehouse, Remarks, Attachments)

Purchasing

Provide your vendors with access to those purchasing documents associated to them. Let them review and modify these documents to provide your company with accurate information and special offers.
Control document creation using approval procedures.

2.1 Sections

• My Approvals View, Update
• My Documents View, Update, Create
• Purchase Request View, Update, Create
• Purchase Quotations View, Update, Create
• Purchase Orders View, Update, Create
• Purchase Invoices View

2.4 Functionalities

1. My Approvals

1.1. Search by (Posting Date, Status)

1.2. My Approvals follow the same SAP approval processes of SAP, all documents will load directly from SAP and their status will be listed by line.
Check limitations for Approval Process.

2. My Documents

2.1.Search by (Posting Date, Required Date, Status , Type)

2.2. View History of Documents, Edit Documents.

3. Purchase Request

3.1.Search by (User, Sales Employee, Owner, Date, Doc Number, Status, )

3.2.Search Panel Information (Date, Requester, Remarks, Date, Status)

3.3.Create, View or Edit PR

4. Purchase Quotations

4.1. Search by (User, Sales Employee, Owner, Date, Doc Number, Status, )

4.2. Search Panel Information (Date, Requester, Remarks, Date, Status)

4.3. Create, View or Edit PQ

5. Purchase Orders

5.1. Search by (User, Sales Employee, Owner, Date, Doc Number, Status, )

5.2. Search Panel Information (Date, Requester, Remarks, Date, Status)

5.3. Create, View or Edit PO.

5.3.1. Panels: (Vendor, Dates, Payment Methods)

5.3.2. Items, Description, Warehouse, Distribution Rule,  Stock, Account, Free text, Delivery Date, Quantity, Currency, Price, Uom, Discount, Price After Discount, Gross Price, TAc Amount, Total LC, Gross Total.

5.3.3. * One Portal allow you to get more information from Data Base with Query Manager

5.3.4. Create PO from Quotation or P. Request

5.3.5. Tax Code, Tax %, Depend of the local settings and currency.

5.3.6. Add multiple Items from Excel, QR Code, Serial Code

5.3.7. General Billing, Payment, Shipping information.

6. Purchase Invoices

6.1.Search by (User, Sales Employee, Owner, Date, Doc Number, Status.)

6.2.Search Panel Information (Date, vendor Code, Vendor Name, Remarks, Due Date, Status)

6.3.View Invoice

6.3.1.Vendor, Date, Payment, Items, Description, Quantity, Currency, Price, Total Billing, Shipping.

Sales

Let your sales department work entirely with One Portal creating, viewing, modifying or closing sales documents such as Sales Quotations, Orders and Invoices. Provide your clients with access to those sales documents associated to them. Let them create and review these documents to increase sales opportunities.

3.5 Sections

• My Opportunities View, Update, Create
• Opportunities View, Update, Create
• My Approvals View, Update
• My Documents View, Update, Create
• Sales Quotations View, Update, Create
• Sales Orders View, Update, Create
• Sales Invoices View
• Quick Order View, Update, Create

3.6 Functionalities

1. My Opportunities

1.1. Search by (Owner, Name, date, Status)

1.2. Search Information Panel (BP Code, BP Name,Opportunity Name, Date, Status, Closing.)

1.3. Create, Edit Opportunities

2. My Opportunities

2.1. Search by (Business Partner, Sales Employee, Owner, Name, date, Status)

2.2. Panels: (BP Code, BP Name, Opportunity Name, Date, Status, Closing.)

2.3. Create, Edit Opportunities

2.3.1.Panels (Opportunities information, Potential, Dates, Stages, and Remarks.)

2.3.2. Stage Panel

2.3.2.1. Add multiple lines of Opportunities

2.3.2.2. By Date,Closing Date, Status, Employee, Stage, % Close, Percent, Potential Amount, Weighted Amount, Type, Document.

2.3.2.3. Search Documents

2.3.2.4. Add or Edit  Activities

2.3.2.5. Remarks

3. My Approvals

3.1.Search by (Owner, Name, date, Status)

My Approvals follow the same SAP approval processes of SAP, all documents will load directly from SAP and their status will be listed by line.
Check limitations for Approval Process.

4. My Documents

4.1.Search by (Posting Date, Required Date, Status , Type)

4.2.View History of Documents, Edit Documents.

4.3.Add Documents by Order or Quotation.

5. Sales Quotations

5.1.Search by (User, Sales Employee, Owner, Date, Doc Number, Status, )

5.2.Search Panel Information (Date, Requester, Remarks, Date, Status)

5.3.Create ,  View or Edit SQ

6. Sales Orders

6.1.Search by (User, Sales Employee, Owner, Date, Doc Number, Status.)

6.2.Search Panel Information (Date, Customer Code, Customer Name, Remarks, Due Date, Status )

6.3. Create, View or Edit SO.

6.3.1.Panels: ( Customer, Date, Payment, Items, Shipping, Billing )

6.3.2. SAP Field Lines:

1. [1] Delete
   [2] Edit
   [3] Item
   [4] Description
   [5] Serial / Batch
   [6] Quantity
   [7] Currency
   [8] Price
   [9] Discount
   [10] Price before discounted
   [11] Tax Code
   [12] Taxes%
   [13] Gross Price
   [14] Total (LC)
   [15] Warehouse
   [16] Stock
   [17] Date sent
   [18] G / L Account
   [19] Project
   [20] Price Source
   [21] Tax Amount
   [22] Transportation VAT
   [23] LC Transportation
   [24] Free Text
   [25] Unit of Measurement Group
   [26] Uom Code
   [27] Total Gross
   [28] Distribution Rule
   [29] Distribution Rule 2
   

6.3.3. Add multiple Items from Excel, QR Code, Serial Code (* Check limitation with consultant )

6.3.4. Add Styles (PLM Module ), this module is part of PLM and allow add Styles or Models

6.3.5. * One Portal allow you to get more information from Data Base with Query Manager

6.3.6. TaxCode, Tax %, Depend of the local settings and currency.

6.3.7. Attachments

6.3.8. General

(Confirmed, Owner Code, Remarks)

6.3.9. Shipping

(Street / PO Box, Street No, Block, City, Zip Code, County, State, Building/Floor/Room, GLN, Shipping Shiping Type. )

6.3.10. Billing

(Street / PO Box, Street No, Block, City, Zip Code, County, State, Building/Floor/Room, GLN, Shipping Shiping Type. )

6.3.11. Shiping Type

(Shiping Type)

6.3.12. Create SO from Sales Quotation

7. Sales Invoice

7.1.Search by (Customer, Sales Employee, Owner, Date, Doc Number, Status.)

7.2.Search Panel Information (Date, Customer Code, Customer  Name, Remarks, Due Date, Status)

7.3.View Invoice

7.3.1.Customer, Date, Payment, Items, Description, Quantity, Currency, Price, Total Billing, Shipping.

PLM

The SAP Business One Apparel and Footwear solution provided by Argentis Systems manages the entire fashion business in a single system. Its affordable, easy to buy and use, and quick to install. It helps building strong customer relationships with integrated customer relationshipmanagement as well as becoming more efficient by eliminating data redundancies and errors.

1.7 Sections

• My Styles View, Update, Create
• Designs View, Update, Create
• Styles View, Update, Create
• Color Master View, Update, Create
• Cost Sheet View, Update, Create
• Scale Master View, Update, Create
• Variable Master View, Update, Create
• Range Plan View, Update, Create
• Critical Path View, Update, Create
• Product Data Collection View, Update, Create

1.8 Functionalities

1. My Styles

1.1. This section contains all Design created by the user assigned in One Portal.

1.2. Get a list of Designs in Mode Grid (images) or List.

1.3. Search by (Code, Description, Season, Product Group, Brand, Collection, Sub Collection)

2. Designs

2.1. Get a list of Designs in Mode Grid (images) or List.

2.2. Search by (Code, Description, Season, Product Group, Brand, Collection, Sub Collection)

2.3. Edit or Create Designs

2.3.1. New Design ( Code, Description, Language, Segmentation, Status, Product Line, Product Group, Article Group,  Season, Collection, Sub Collection, Composition, Signs Group, Brand, Designer, Division, Comments. )

3. Styles

3.1.2 Views by GRID or LIST

3.2. Search by (Code, Description, Season, Product Group, Brand, Collection, Sub Collection)

3.3. Search Information Panel
(Code, Description, Season, Product Group, Brand, Collection, Sub Collection.)

3.4.Create, Edit Styles 

3.4.1. Data Management (Doc. Numbering, Code, Description, Desc. Language, Status, Product Line, Product Group, Segmentation , Article Group, Season, Collection, Sub Collections, Compositions, Sings Group, Brand, Designer, Division, Year, City, Date of Start, Cancelation Date, Customer, Vendor, Warehouse, Price List,  Currency, Price.)

3.4.2.Assigning Variables

3.4.2.1. Add Colors

3.4.2.2. Add Scale

3.4.2.3. Add Variable

3.4.3. Comments

3.4.4. Log Comments

3.4.5. Samples

3.4.5.1. View  by  (Code, Date, User, File, Comment)

3.4.5.2. Update samples

3.4.5.3. Add Samples

3.4.6. Projects

3.4.6.1. View by ( Code, Description, Plan, Status)

3.4.6.2. View Details.

3.4.6.2.1.1.Access to activity List

3.4.6.2.1.2. Attach activity to Model

3.4.7. Logos

3.4.7.1. Attach logos for Model

3.4.7.2. View Information (Logo, Description, Location, Position Color,  Color way, Variable)

3.4.8. Attachments, ( Attach Files (.Jpg, .Png, .Gif,  .PDF,  .Excel,  .Word ))

3.4.9. Cost Sheets

3.4.9.1. View Cost Sheets

3.4.9.2. Access to Cost Sheet Panel

3.4.9.2.1.1. Panels (data Information, Components, Operations, Schemas)

3.4.10. Point Of Measure

3.4.10.1. View POM Options

3.4.10.2. Information Panel ( Description,  Tol+ , Tol- , QA Points , /*Available Sizes */)

3.4.11. Stock

3.4.11.1. Stock Information by Warehouse

3.4.11.2. Items Models by Warehouses

3.4.11.3. Panel Information (Sizes, One Hand, Committed, Ordered.)

3.4.12. Print Techpack
Document information of Crystal Reports.  The Crystal Report for SALES and PURCHASE sections must be customized by user. * One Portal brings PLM Crystal Base Reports.

4. Color Master

4.1. Search by (Code, Description)

4.2. Search Information Panel  (Code, Description, Color )

4.3. View Color

5. Cost Sheet

5.1. Search by (Style, Code, Description)

5.2. Search Information Panel  (#, Style, Code, Description )

5.3. View / Edit

5.3.1.1. Panels Data Information
 Model Code, Cost Sheet Code, Currency, Description

5.3.1.2. Components Panel
Item Code, Description, Quantity, CxT, CxGT, CxS, CxC, Uom, Wh, Rule, Issue Method, Price List, Currency, Unit Price, Total, Preferred Vendor, Remarks, Tree Type

5.3.1.3. PanelOperations
Code, Description,  Quantity, UoM, Price Lis, Currency, Price, Total

5.3.1.4. Panel Schemas
Code,  Description, %, Price List, Currency, Amount.

6. Scale Master

6.1. Search by (Code, Description)

6.2. Search Information Panel  (Code, Description, Active )

6.3. View

6.3.1. Panel Data Information
Code, Description, Visual, Order, Active

7. Variable  Master

7.1. Search by (Code, Description, Segmentation)

7.2. Search Information Panel  (Code, Description, Segmentation, Active )

7.3. View

8. Activities

8.1. Search by (Model Code, Project Code, Status, Remarks )

8.2. Search Information Panel 
Model Code, Model, Project Code, Code, Activity, Assigned To, BP Code, BP Name, Date From, Date To, Status, Remarks

8.3. View / Add / Edit

8.3.1. Panel Data  Activity
Code, BP Code, BP name, Date From, Date To, Activity Task, Hours, Type, Assigned to , Priority, Status, Remarks, Notes,  * Closed,  Export to Crystal Reports.

9. Range Plan

9.1. Search by ( Code, Season, Collection, Employee)

9.2. Search Information Panel 
Code, Description, Season, Collection, Employee

9.3. View/ Edit

9.3.1. Panel Range Plan Panel
Code, Description, Season, Collection, Employee, Date From, Date to.

9.3.2. Search Model to include in Range by (Mouse or Touch), left panel.

9.3.3. Adding or Deleting Quantity, Comments to each model in right panel.

10. Critical Path

10.1. Search by ( Season, Collection, Sub Collection, Model, Project, Customer, Vendor)

10.2. View / Edit

10.3. Search Information Panel 
Photo, Model, Sales Order, Projects attached

10.3.1.Edit line activity

Edit Activities clicking Box projects Example (Clicking Box).

11. Product Data Collection

11.1. Search by ( Code, Posting Date, Designer, Vendor)

11.2. Search Information Panel 
Code, Posting Date, Employee, Shift, Vendor, Minutes Presence, Unproductive Minutes

11.3.  Edit / Add

11.3.1.Panel PDC
Code, Posting Date, Employee, Shift, Vendor, Minutes Presence, Unproductive Minutes

11.3.2.Information Panel
 Code Bar, Cut Ticket
 Bar Code,  Cut Ticket #, Model Code, Color, Scale, Size, Variable, Work Center, Resource Stage, Operation Cod, Qty, Bad Qty

11.3.3.Delete Line Items

Service Call

One Portal currently give you the possibility to manage or add Services.

1.9 Sections

• My Service Call View, Update, Create
• Service Call View, Update, Create

1.10 Functionalities

1. Service Call

1.1. Search by (Priority, Subject, Customer Ref. No, Date)

1.2. Search Panel Information
(Date, Customer code, Customer Name, Contract N, Subject, Customer Ref No.)

1.3. View / Edit / Create

2.Service Call

2.1. Search by (Priority, Subject, Customer Ref. No, Date)

2.2. Search Panel Information
(Date, Customer code, Customer Name, Contract N, Subject, Customer Ref No.)

2.3. View / Edit / Create

2.3.1. Panel Information
 Customer, Contact, Phone, Customer Ref No, Subject.

2.3.2. Item Information
Mfr Serial, Serial N, Item Code, Item Name, Item Group, Contract Number.

2.3.3. Status
Call id, Status, Priority, Date.

2.3.4. General
Origin, Problem type, Problem Subtype, Call Type, Technician, Handled By

2.3.5. Remarks

2.3.6. Activity List
Edit/ Create New

2.3.7. Resolutions

3.2.1. Attachments

1.My Service Call

1.1. Search by (Priority, Subject, Customer Ref. No, Date)

1.2. Search Panel Information
(Date, Customer code, Customer Name, Contract N, Subject, Customer Ref No.)

1.3. View / Edit / Create

2.Service Call

2.1. Search by (Priority, Subject, Customer Ref. No, Date)

2.2. Search Panel Information
(Date, Customer code, Customer Name, Contract N, Subject, Customer Ref No.)

2.3. View / Edit / Create

2.3.1. Panel Information
 Customer, Contact, Phone, Customer Ref No, Subject.

2.3.2. Item Information
Mfr Serial, Serial N, Item Code, Item Name, Item Group, Contract Number.

2.3.3.Status
Call id, Status, Priority, Date.

2.3.4.General
Origin, Problem type, Problem Subtype, Call Type, Technician, Handled By

2.3.5. Remarks

2.3.6. Activity List
Edit/ Create New

2.3.7. Resolutions

3.2.1. Attachments

CRM

One Portal currently give you the possibility to manage or add activities.

1.11 Sections

• My Activities View, Update, Create
• Activities View, Update, Create

1.12 Functionalities

3. My Activities

3.1. Search by (Code, Type, General , Date, Priority, Status, Remarks)

3.2. Search Panel Information
(Code, Activity, Assigned To, BP Code, BP Name, Date From, Date To, Status, Remarks )

3.3. View / Edit / Add

3.3.1. Panel Data  Activity
Code, BP Code, BP name, Date From, Date To, Activity Task, Hours, Type, Assigned to, Priority, Status, Remarks, Notes,  *Closed.

3.3.2. Export to Crystal Reports.

* To allow user access to CRM module and own activities, the Sales employee must be connected to a SAP employee.

3.Activities

3.1. Search by (Code, Type, General , Date, Priority, Status, Remarks)

3.2. Search Panel Information
(Code, Activity, Assigned To, BP Code, BP Name, Date From, Date To, Status, Remarks )

3.3. View / Edit / Add

3.3.1.Panel Data  Activity
Code, BP Code, BP name, Date From, Date To, Activity Task, Hours, Type, Assigned to, Priority, Status, Remarks, Notes,  *Closed.

3.3.2. Export to Crystal Reports.

* To allow user access to CRM module and own activities, the Sales employee must be connected to a SAP employee.

General Settings

→ Users Permissions

→ Companies Connections

→ UDF´s

→ Languages in One Portal

→ Crystal Reports

→ Query Manager

 

1.13 Users Permission

Assigning permission for each user in One Portal to limit information / VIEW / EDIT / CREATE, this are functionalities which can be assigned to particular Users.

A.   Assigning Permission to modules

B.   Assigning Permission to Edit/Create/View Marketing Documents Table Permissions

1.14 Companies Connections

One Portal give the possibility to connect unlimited companies.

*Check professional services to define QTY of connections, for default in set 1.

1.15 UDF´s

1.Users UDF

1.1. UDF Panel

1.2. EDIT / DELETE / ADD

1.2.1. Assign UDF to documents by User

1.2.2. Add Search documents by UDF.

1.2.3. UDF configuration

1.2.3.1. Companies

1.2.3.2. Document

1.2.3.2.1. By Line

1.2.3.2.2. Purchase Order

1.2.3.2.3. Purchase Order Lines

1.2.3.2.4. Purchase Quotation

1.2.3.2.5. Purchase Quotation Lines

1.2.3.2.6. Purchase Request

1.2.3.2.7. Purchase Request Lines

1.2.3.2.8. Purchase Invoice

1.2.3.2.9. Purchase Invoice Lines

1.2.3.2.10. Sales Order

1.2.3.2.11. Sales Order Lines

1.2.3.2.12. Sales Quotation

1.2.3.2.13. Sales Quotation Lines

1.2.3.2.14. Sales Invoice

1.2.3.2.15. Sales Invoice Lines

1.2.3.2.16. ARGNS Model

1.2.3.2.17. Item Master   

1.16   Languages in One Portal

One Portal allow change Language through IIS configurations.

1.17    Crystal Reports

One Portal provides the option to view Crystal Reports online.

1.Setting Crystal Reports

1.1.Panel Information
Server Name, DB name

1.2. ADD / DELETE

1.2.1. Active Documents in SQL.

1.2.2. Set URL reports path.

1.2.3 One portal provide PLM crystal reports, for SALES/ PRUCHASE / ACTIVITIES / SERVICES

* Argentis Systems does not provides Cristal Reports, all CR must be provided by Partners, and set DB the connections is mandatory Set Crystals

1.18 Query Manager

One Portal has the functionality to execute .JS to take information of Data Base SQL / HANA.
* Argentis Systems does not provides external scripts or queres, Requires Professional Services.

1.Query Manager

1.1.Panel Information
ID Query, Query Identifier

1.2.ADD / EDIT  / DELETE

1.2.1.Query identifier

1.2.2.Companies

1.2.3.Select

1.2.4.From

1.2.5.Where

1.2.6.Group By

1.2.7.Order By