Discovery Sessions

Module:

Pre Sales

Information: Complete all reques questionarie.

Donwload File

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Environment Features

One Portal allow users to connect with multiple companies, define QTY companies to connect.

1.1 Define Connections

Define the type of connections for companies.

Connection	Type
	HANA	☐
	SQL	☐

1.2 Define Environment Connection.

This option defines the environment to install portal.

Server	Type
	On Cloud	☐
	On Premise	☐
	Server Same Instance	☐
	Server Multiple Instance	☐

1.3 Define SAP Version

Define SAP Version, this point defines the version to install.

SAP	Version
	SAP 1.2	☐
	SAP 1.2	☐
	SAP 1.3 +	☐

SAP Data

1.4 Define Data Bases

Connection	Name		QTY
	Company Test	☐
	Company Live	☐
	Company ***	☐

1.5 Define Setting for Companies

Select the option that the customer is going to use or set.

Companies	Option
	Stock Formula	☐
	Crystal Reports	☐
	QR Code / Bar Code	☐
	User Groups	☐
	BP Groups	☐

1.6 Define Stock

Stock Paramenters	Options
	Formula A+B_C	☐
	Use Stock	☐
	Warehouses Parcials	☐

1.7 Define Crystal Reports functions

With Crystal Reports user can access to reports in SAP common environment.

Crystal Reports	Options
	View	☐
	Print	☐

1.8 Define QR Code

QR code allow user manage a handheld to enter codes directly.

QR Code Configuration

QR Positions

Select positions to generate QR with numerals from 1 ≤ 10

☐

→ Item Code

→ Description

→ Warehouse Code

→ Distribution Rule

→ G/L Account

→ Free Text

→ Quantity

→ Currency

→ Price

→ UomCode

→ Serial

→ Batch

* The code will be defined in the implementation process.

1.9 Define User Group

With Users group manager can limit information using CSS to hide or add columns and manager can activate special JQueries by groups.

User Group	Groups
	Group will be defined	☐

1.10 Define BP Group

With BP Users group manager can share customers with sales employees.

BP Group	Groups
	Group will be defined	☐

Users

2.1 Set Users

Define the roles of user to be created in OP.

Define Roles	Types
	User	User access to all documents.	☐
	Business Partner	Connect BP limited only to theirs documents.	☐
	Sales Employe	Connect SE limited only to theirs documents.	☐

2.2 Define Modules

Define modules to be activated in One Portal.

Define Sections
	WEBPORTAL	ABM Companies	☐
		ABM Users	☐
		ABM News	☐
		ABM Query Manager	☐
		ABM Charts	☐


	PLM	Designs	☐
		Styles	☐
		Cost Sheet	☐
		Scale Master	☐
		Variable Master	☐
		Activities	☐
		PDM	☐
		Color Master	☐
		Range Plan	☐
		Shipping	☐
		Product Data Collection	☐
		Critical Path	☐


	PURCHASE	Purchase Order	☐
		Purchase Quotation	☐
		Purchase Request	☐
		My Documents	☐
		Purchase Approval	☐
		Purchase Invoice	☐


	SALES	Sales Order	☐
		Sales Quotation	☐
		My Documents	☐
		Sales Approval	☐
		Sales Invoice	☐
		Opportunities	☐
		My Opportunities	☐
		Quick Order	☐


	MASTER DATA	ABM BP	☐
		Customer Aging Report	☐
		Item Master	☐


	SERVICECALL	Service Call	☐


	CRM	CRMActivity	☐

General Settings

One Portal obtains data directly from SAP, and same logics, define witch modules will be used.

2.3 SAP Definitions

Definitions from SAP	Types
	Languajes	Spanish	☐
		English	☐

	Transaction Notification		☐

	Querie Manager	Standar SAP Field	☐
		UDF SAP Field	☐


	UDFs		☐
	UDFs + Queries		☐
	UDFs Third Party		☐

	Stock Proccedures		☐

	Third Party addon to get information ?		☐

	Alarms from SAP		☐
	Reports		☐
	Attachments		☐

	Global Agreements		☐

2.4 SAP Approval Process

Definitions from SAP	Types
	Approval Processes	For Sales	☐
		For Purchase	☐
		Another Process ?	☐

	Is the AP Standar ?		☐
	Is the AP using a Query attached ?		☐
	The approver can have a connection with Portal?		☐
	There are special limitation in SAP fields for the process?		☐

2.5 SAP Special Process

Define Special Process	Types
	Process 1
	Process 1
	Process 1

Definitions in Marketing Documents

2.6 SAP Purchase Orders

Definitions			Controls
	Purchase Order	☐
	Purchase Quotation	☐
	Purchase Request	☐
			View	☐
			Create	☐
			Update	☐

2.7 SAP Sales Orders

Definitions			Controls
	Sales Order	☐
	Sales Quotation	☐
	Opportunity	☐
			View	☐
			Create	☐
			Update	☐

2.8 SAP Master Data

Definitions			Controls
	Business Partners	☐
			View	☐
			Create	☐
			Update	☐

2.9 SAP CRM

Definitions			Controls
	Activities	☐
			View	☐
			Create	☐
			Update	☐

2.10 SAP Services

Definitions			Controls
	Services	☐
			View	☐
			Create	☐
			Update	☐

*All definitions about functionalities of Apparel & Footwear are going to be first defined in the A&F scope.

2.11 PDM

Definitions			Controls
	Designs	☐
	Styles	☐
	Cost Sheet	☐
	Scale Master	☐
	Variable Master	☐
	Activities	☐
	PDM	☐
	Color Master	☐
	Range Plan	☐
	Shipping	☐
	Product Data Collection	☐
	Critical Path	☐


			Edit	☐
			Create	☐
			Update	☐

2.12 Sales Orders and PLM

Definitions			Controls
	Sales Order	☐
	Sales Quotation	☐
			Edit	☐
			Create	☐
			Update	☐

2.13 Sales Order Adding functionalities

Definitions
	Search by Grig	☐
	Search by SKUs	☐
	Search by Catalog	☐	* This option must be defined in SAP.

	Selecting by Size/Color	☐
	Selecting by Size Run	☐
	Selecting by PrePack	☐