Discovery Sessions
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 |
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HANA |
☐ |
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SQL |
☐ |
1.2 Define Environment Connection.
This option defines the environment to install portal.
Server |
Type |
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On Cloud |
☐ |
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On Premise |
☐ |
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Server Same Instance |
☐ |
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Server Multiple Instance |
☐ |
1.3 Define SAP Version
Define SAP Version, this point defines the version to install.
SAP |
Version |
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SAP 1.2 |
☐ |
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SAP 1.2 |
☐ |
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SAP 1.3 + |
☐ |
SAP Data
1.4 Define Data Bases
Connection |
Name |
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QTY |
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Company Test |
☐ |
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Company Live |
☐ |
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Company *** |
☐ |
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1.5 Define Setting for Companies
Select the option that the customer is going to use or set.
Companies |
Option |
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Stock Formula |
☐ |
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Crystal Reports |
☐ |
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QR Code / Bar Code |
☐ |
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User Groups |
☐ |
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BP Groups |
☐ |
1.6 Define Stock
Stock Paramenters |
Options |
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Formula A+B_C |
☐ |
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Use Stock |
☐ |
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Warehouses Parcials |
☐ |
1.7 Define Crystal Reports functions
With Crystal Reports user can access to reports in SAP common environment.
Crystal Reports |
Options |
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View |
☐ |
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☐ |
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 |
☐ |
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→ 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 |
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Group will be defined |
☐ |
1.10 Define BP Group
With BP Users group manager can share customers with sales employees.
BP Group |
Groups |
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Group will be defined |
☐ |
Users
2.1 Set Users
Define the roles of user to be created in OP.
Define Roles |
Types |
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User |
User access to all documents. |
☐ |
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Business Partner |
Connect BP limited only to theirs documents. |
☐ |
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Sales Employe |
Connect SE limited only to theirs documents. |
☐ |
2.2 Define Modules
Define modules to be activated in One Portal.
Define Sections |
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WEBPORTAL |
ABM Companies |
☐ |
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ABM Users |
☐ |
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ABM News |
☐ |
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ABM Query Manager |
☐ |
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ABM Charts |
☐ |
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PLM |
Designs |
☐ |
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Styles |
☐ |
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Cost Sheet |
☐ |
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Scale Master |
☐ |
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Variable Master |
☐ |
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Activities |
☐ |
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PDM |
☐ |
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Color Master |
☐ |
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Range Plan |
☐ |
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Shipping |
☐ |
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Product Data Collection |
☐ |
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Critical Path |
☐ |
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PURCHASE |
Purchase Order |
☐ |
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Purchase Quotation |
☐ |
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Purchase Request |
☐ |
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My Documents |
☐ |
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Purchase Approval |
☐ |
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Purchase Invoice |
☐ |
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SALES |
Sales Order |
☐ |
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Sales Quotation |
☐ |
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My Documents |
☐ |
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Sales Approval |
☐ |
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Sales Invoice |
☐ |
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Opportunities |
☐ |
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My Opportunities |
☐ |
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Quick Order |
☐ |
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MASTER DATA |
ABM BP |
☐ |
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Customer Aging Report |
☐ |
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Item Master |
☐ |
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SERVICECALL |
Service Call |
☐ |
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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 |
Types |
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Languajes |
Spanish |
☐ |
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English |
☐ |
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Transaction Notification |
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☐ |
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Querie Manager |
Standar SAP Field |
☐ |
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UDF SAP Field |
☐ |
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UDFs |
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☐ |
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UDFs + Queries |
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☐ |
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UDFs Third Party |
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☐ |
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Stock Proccedures |
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☐ |
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Third Party addon to get information ? |
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☐ |
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Alarms from SAP |
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☐ |
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Reports |
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☐ |
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Attachments |
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☐ |
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Global Agreements |
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☐ |
2.4 SAP Approval Process
Definitions from SAP |
Types |
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Approval Processes |
For Sales |
☐ |
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For Purchase |
☐ |
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Another Process ? |
☐ |
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Is the AP Standar ? |
☐ |
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Is the AP using a Query attached ? |
☐ |
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The approver can have a connection with Portal? |
☐ |
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There are special limitation in SAP fields for the process? |
☐ |
2.5 SAP Special Process
Define Special Process |
Types |
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Process 1 |
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Process 1 |
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Process 1 |
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Definitions in Marketing Documents
2.6 SAP Purchase Orders
Definitions |
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Controls |
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Purchase Order |
☐ |
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Purchase Quotation |
☐ |
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Purchase Request |
☐ |
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View |
☐ |
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Create |
☐ |
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Update |
☐ |
2.7 SAP Sales Orders
Definitions |
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Controls |
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Sales Order |
☐ |
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Sales Quotation |
☐ |
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Opportunity |
☐ |
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View |
☐ |
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Create |
☐ |
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Update |
☐ |
2.8 SAP Master Data
Definitions |
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Controls |
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Business Partners |
☐ |
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View |
☐ |
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Create |
☐ |
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Update |
☐ |
2.9 SAP CRM
Definitions |
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Controls |
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Activities |
☐ |
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View |
☐ |
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Create |
☐ |
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Update |
☐ |
2.10 SAP Services
Definitions |
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Controls |
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Services |
☐ |
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View |
☐ |
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Create |
☐ |
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Update |
☐ |
*All definitions about functionalities of Apparel & Footwear are going to be first defined in the A&F scope.
2.11 PDM
Definitions |
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Controls |
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Designs |
☐ |
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Styles |
☐ |
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Cost Sheet |
☐ |
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Scale Master |
☐ |
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Variable Master |
☐ |
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Activities |
☐ |
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PDM |
☐ |
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Color Master |
☐ |
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Range Plan |
☐ |
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Shipping |
☐ |
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Product Data Collection |
☐ |
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Critical Path |
☐ |
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Edit |
☐ |
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Create |
☐ |
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Update |
☐ |
2.12 Sales Orders and PLM
Definitions |
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Controls |
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Sales Order |
☐ |
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Sales Quotation |
☐ |
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Edit |
☐ |
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Create |
☐ |
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Update |
☐ |
2.13 Sales Order Adding functionalities
Definitions |
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Search by Grig |
☐ |
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Search by SKUs |
☐ |
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Search by Catalog |
☐ |
* This option must be defined in SAP. |
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Selecting by Size/Color |
☐ |
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Selecting by Size Run |
☐ |
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Selecting by PrePack |
☐ |
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