SAP Business ByDesign

SAP Business ByDesign

SOLUTION FUNCTIONALITY OVERVIEW
CONTENT

3 SAP Business ByDesign

4 Meet Your Company Goals

4 Executive Management Support

6 Optimize Your Financials

6 Cash Flow Management
9 Financial and Management Accounting

12 Focus On Your Customers

12 Marketing
14 Sales
18 Service

21 Manage Your Workforce

21 Human Resources
24 Employee Self-Service

26 Integrate Your Supply Chain

26 Product Development
28 Supply Chain Setup Management
30 Supply Chain Planning and Control
32 Manufacturing, Warehousing, and Logistics

35 Drive Project Success

35 Project Management

37 Empower Smarter Purchasing

37 Sourcing
40 Purchasing

43 Facilitate Full Compliance

43 Compliance Management

46 Manage With Insight

46 Built-In Business Analytics
48 Communication and Information Exchange

50 Simplify IT
50 Built-In Services and Support
SAP Business ByDesign
SOLUTION FUNCTIONALITY OVERVIEW
The SAP Business ByDesign solution
is the most complete on-demand busi-
ness solution for midsize companies. It
addresses the needs of your entire or-
ganization, is adaptable, and allows you
to react quickly whenever your busi-
A Single Business Solution with Integrated Support for All Business Areas
ness needs change. In addition, it is
personalized to improve productivity
with a role-based user experience, built-
in learning and support environment,
analytics, and collaboration. Use this
document to learn how SAP Business
3
ByDesign can help you unlock the po-
tential of your company. With the pow-
er of SAP software at your fingertips,
you can execute on your business plans
and strategies with ease and realize
the full potential of your business.
MEET YOUR COMPANY GOALS
EXECUTIVE MANAGEMENT SUPPORT
Empower management with
more control over the busi-
ness and the ability to make
better decisions. With the
SAP Business ByDesign
solution, managers get an
overall view of business per-
formance and can access
the organizational informa-
tion they need to steer the
company. Management
dashboards provide real-
time, customized analytics
and allow you to accurately
track the most important as-
pects of your business.
Executive Management Support
Using a work center specifically de-
signed for management, you can quick-
ly access information for better busi-
ness planning and organizational man-
agement activities. SAP Business
ByDesign makes escalations immedi-
ately visible, and built-in analytics help
your managers easily detect variances
from plans, spot trends, and uncover
opportunities. You can also use the
software to:
Adapt your companys organization-
al structure and adjust your work-
force and its deployment according
to changes in your business
Build and change reports and views
tailored to your information needs
without assistance from technical
specialists
Identify and monitor key perform-
ance indicators (KPIs) that best re-
flect the performance of your busi-
ness
4
Consider the Scope
Organizational Management
Job definition
Optimize staffing by defining jobs
according to organizational struc-
ture. When you assign an employee
to an organizational unit, you also
assign a job. This job assignment is
used by several different functions
within your company; for example,
by the human resources function to
arrange compensation, by the
projects function to staff projects,
and by the sales function to perform
service-related tasks.
Organizational structure
management
Model your business by defining
your companys organizational struc-
ture from a functional point of view,
creating organizational units that re-
flect real-world structures in your
enterprise, such as cost centers and
companies. A single organizational
unit may serve multiple functions
and roles at the same time. You can
assign functions, such as sales and
purchasing, to each organizational
unit to reflect their business pur-
pose. Then you can assign employ-
ees and service agents to the or-
ganizational units.
 Workload distribution
Streamline and simplify the distribu-
tion of work in your company. You
can distribute work automatically us-
ing a global work-assignment func-
tion in the solution. The software
Management Support
routes tasks according to a users
authorized access. If more than one
user or organizational unit shares
the responsibility for a work catego-
ry, you can manage the distribution
of work within your organization by
creating rules that enable the soft-
ware to evaluate work items and di-
rect them to specific organizational
units or users.
Business Analysis
Built-in predefined report execution
Easily execute predefined reports
that are optimized to analyze a large
volume of data and to provide fast
response times. Reports are built in-
to the context of your daily tasks,
and you can also select them from a
central repository that is available in
each work center.
Analytics report maintenance
Create and change reports accord-
ing to your business needs. You can
access analytical reports through
the work centers to which you are
assigned. These reports are opti-
mized to analyze a large volume of
data and provide fast response
times. You can create new business
reports or modify existing reports
using the SAP Business Explorer
tool.
KPI monitoring
Track and manage the key perform-
ance indicators (KPIs) associated
with your areas of responsibility. The
solution measures KPIs, which are
available from a KPI catalog, against
predefined target values and uses
notifications to inform you of missed
targets as soon as they occur. KPI Business Planning
monitoring also provides historical Business area planning
information and detailed reports that Optimize the performance of your
help you analyze the root causes of sales teams. The solution provides
any missed targets. powerful tools that you can use to
set sales targets by employee, prod-
uct category, and product and then
Management work center
monitor the performance of your
provisioning
sales teams against these targets.
Support your top executives and op-
Sales managers can plan their sales
erational management and meet
targets at different levels, monitor
their specific needs by offering tar-
sales continuously throughout the
geted functionality through a corpo-
sales cycle, and adjust their sales
rate performance work center. This
plans accordingly. With this func-
work center supports strategic deci-
tionality, monitoring of sales targets,
sion making and enables collabora-
forecasts, and revenues is built into
tion within the management team,
the daily work of sales managers
using the same source of trusted in-
and employees, driving the perform-
formation, which can be prepared by
ance of your sales teams.
their assistants, specialists, or other
trusted advisors. Line managers
have their own work center that acts
as a central workplace for manageri-
al tasks in personnel, budgeting, and
project management.
Departmental management
Enable line managers to make de-
partmental decisions that align with
strategic business objectives. The
solution offers a central workspace
for departmental tasks in staffing,
personnel management, budgeting,
and project management, for exam-
ple, approving expense reports, re-
viewing work schedules, and making
project assignments.
Area management
Make sure your managers have ac-
cess to the information and func-
tions they need according to their
areas of responsibility, such as
budgets and organizational struc-
ture. Enable line managers to make
decisions about their business area
that align with strategic objectives
for other business areas, such as fi-
nance, sales and services, procure-
ment, and supply chain manage-
ment.
5
OPTIMIZE YOUR FINANCIALS
FINANCIAL MANAGEMENT
Get a single, up-to-date
view of your financial condi-
tion by integrating core busi-
ness processes and finan-
cials. The SAP Business
ByDesign solution lets you
keep track of payables and
receivables, payment and
liquidity, inventory and fixed
assets, taxes and expenses,
and compliance and report-
ing. Streamline period-end
closing and make better-in-
formed financial decisions
every day of the year.
Cash Flow Management
Nearly every business process involves
the flow of cash within your company
and between your company and its ex-
ternal business partners and custom-
ers. The SAP Business ByDesign solu-
tion integrates and takes into consider-
ation the financial aspect of each step
of your business processes, enabling
you to gain control over your cash in-
flow and outflow. You can also use the
software to:
Centrally manage and control your
payables and receivables, automate
payment and clearing processes,
and valuate payables and receiva-
bles in multiple foreign currencies
Quickly create tax returns using cen-
trally managed corporate data and
report declarations and pay taxes
if required
Set up expense and reimbursement
policies, monitor employee expens-
es, and reimburse approved expens-
es
6
Consider the Scope
Payables and Receivables Processing
Payment and clearing
Keeping control over outstanding
payments and receivables can be a
difficult task and one that is often
understood only by accounting pro-
fessionals. The focus of the solution
is to reduce complexity and increase
transparency by automating the
processing of payments and due-
payment clearing. This speeds up
processing and increases your cash
flow. You can support your compa-
nys policies by defining your own
payment-block reasons, deduction
types, and grouping or clearing
strategies for payments.
Collection and dunning
Make sure that your outstanding re-
ceivables are up-to-date by sending
dunning letters or reminders to cus-
tomers with overdue payment items,
requesting payment of the outstand-
ing amount. Flexible dunning func-
tionality in the solution helps you op-
timize your cash flow with a stream-
lined dunning process. You can de-
cide to initiate the dunning process,
or you may opt to let the software
trigger the process by using the au-
tomatic scheduling function.
 Valuation of payables and
receivables
Take advantage of automatic ac-
count determination for foreign-cur-
rency remeasurement by using a
built-in framework for setting up this
function for payables and receiva-
bles. The solution also supports
converting the value of outstanding
items (owed to you and by you) held
in foreign currency to the company
currency at a key date. You can
schedule these jobs to run periodi-
cally and in the background, thereby
minimizing the need for manual inter-
vention.
Tax Management
Tax calculation on goods and
services
Failure to file and pay taxes correctly
and on time can result in penalties
and fines. The solution helps you
process tax declarations for tax on
goods and services and determine
accounts for corresponding post-
ings. It contains country-specific
functions for calculation, filing, and
Expense and Reimbursement
payment of tax returns and for com-
Management
municating with tax authorities. Your
tax accountant can execute a tax re-
turn, which is based on the taxable
amount in invoices, and, if required,
can create manual tax entries to be
included in the return. You can use
the monitoring function to check and
follow up on the process steps.
U.S. sales and use tax processing
Benefit from up-to-date calculations
for U.S. sales and use tax for sales
and purchase orders (and related in-
voices) as part of an automated
workflow. You no longer have to
manually configure and update fre-
quently changing U.S. sales and use
tax data when using Vertex Tax
Service from Vertex, an SAP part-
ner.
Withholding tax processing
Compliance with taxation regula-
tions and laws includes the ability to
process withholding tax when need-
ed, even at the state level. Your tax
ledger records all relevant transac-
Payment and Liquidity Management
tions based on predefined rules, en-
abling you to issue withholding tax
declarations, such as U.S. W-2s for
employees and 1099s for contrac-
tors, in an accurate and timely man-
ner.
Tax return filing
Standardize the way in which you
file tax returns by using templates
for standard business documents,
such as tax declaration forms. The
solution provides relevant country-
specific forms for tax returns, such
as the forms for U.S. sales and use
tax returns and withholding tax re-
turns, as well as country-specific
forms for value-added tax (VAT) re-
turns on sales and purchases and
sales lists for various European Un-
ion countries.
Expense reimbursement
User-friendly and easy-to-learn proc-
esses are key for increasing end-
user satisfaction. This is especially
true for expense reporting, which is
performed infrequently and often by
casual users. The solution provides
a simplified interface that appeals to
all types of users. In addition, it sup-
ports compliance with relevant
country- and company-specific regu-
lations and streamlines approvals
with built-in workflow.
Communication
Verify your expenses and reim-
bursements clearly and easily using
predefined and adaptable reports.
Delivered as standard with the solu-
tion, these reports enable you to
quickly get an overview of the most
important facts of a trip. For each
7
expense report, an Adobe PDF form
displays the dates, purpose, loca-
tions, expenses, and reimbursement
rates in detail and totals for each
day of the trip.
Bank account management
Manage your bank accounts central-
ly by setting up the accounts held at
your company bank in addition to
your petty cash accounts, all of
which may be run in any currency
needed. The information required for
electronic banking, such as routing
codes, is reviewed and updated by
the user at a later stage in the appli-
cation.
Multipayment method support
It is vital to your business that pay-
ment transactions for receivables
and payables are executed accord-
ing to your companys policies,
meet your customers requirements,
and comply with legal regulations.
The solution helps you to optimize
cash flow within your company by
providing you with precise control
over all incoming and outgoing pay-
ments. The solution offers not only
all globally accepted standard pay-
ment methods but also the function-
ality to monitor the progress of your
transactions. By monitoring payment
activity for all supported payment
methods, you can reduce transac-
tion costs and time spent on non-
value-added activities.
Credit-card payment processing
Increase payment channels by ena-
bling your customers to pay by cred-
it card when purchasing products
and services from your company. To
gain this functionality, use a credit-
card processing solution from either
Computop or Paymetric, SAP part-
ners. These credit-card processing
solutions enable your company to
accept credit-card payments from
 customers as part of the order-to-
cash processing in SAP Business
ByDesign. The solution supports
credit-card authorizations as well as
settlement of credit-card payments.
Cash and liquidity management
Optimizing a companys cash flow is
the core duty of a cash manager,
who is also responsible for manag-
ing statements for house-bank ac-
counts. The solution helps your cash
manager in these activities with
functions that support uploading,
processing, and monitoring house-
bank statements. Additional func-
tionality enables cash managers to
analyze financial transactions and
identify future trends by creating pe-
riodic liquidity forecasts.
Foreign currency handling and
valuation
Perform foreign currency remea-
surement for your open receivables
and payables items by using a built-
in framework. The solution also sup-
ports converting balances held in
foreign currencies, such as bank ac-
counts or petty cash locations, at a
key date. You can schedule the re-
measurement jobs to run periodical-
ly and in the background, thereby
minimizing the need for manual inter-
vention while supporting legal com-
pliance.
Electronic banking
When optimizing your cash flow, in-
formation related to your organiza-
tions underlying cash positions has
to be up-to-date and accurate. You
can achieve this goal with electronic
banking functionality in the solution.
You can process your bank state-
ments with the least possible man-
ual intervention because the solution
is able to work with country-specific
file formats of standard bank state-
ments.

8
Financial and Management
Accounting
General Ledger Management
SAP Business ByDesign gives you a
single, up-to-date view of your finan-
cials. By running financial reports when-
ever needed, creating what-if analyses,
and drilling down instantly to details,
you gain insight into your costs and rev-
enues. In addition, you can view finan-
cial data using different sets of account-
ing rules. You can also use the soft-
ware to:
Centrally manage general ledger ac-
counts and benefit from an acceler-
ated period-end closing to get re-
ports to all stakeholders faster
Simplify the management of your
fixed assets along their complete
lifecycle by automating routine tasks
from acquisition through retirement
Track and valuate every material
movement in real time so that you
have an accurate snapshot of the fi-
nancial value of your assets
Consider the Scope cockpit to help you to organize,
monitor, and process the entire
closing cycle, thereby making sure
Financial statement creation that the correct sequence is
When creating financial statements, followed and that data is accurate.
you want to meet legal requirements
Accruals processing
with the least possible effort as this
Meeting legal requirements by ap-
is not a value-add activity. The solu-
plying appropriate accrual methods
tion enables you to reduce the time
can be labor-intensive work.
to close books and create financial
Streamline the process and reduce
statements by streamlining the proc-
the need for manual intervention by
ess, making use of functionality
defining rules that enable the solu-
such as the closing cockpit. You
tion to handle the automatic assign-
can save time when performing the
ment of accrual methods to your
reporting part of the process be-
sales documents. You can monitor
cause the solution provides a com-
the sales documents and, if needed,
prehensive set of GAAP-compliant
change the assignments on a case-
reports that you can adapt to your
by-case basis.
companys requirements.
Multicurrency handling
Period-end closing
Take advantage of automatic trans-
Reducing the time to close books is
lation of financial documents posted
a commonly accepted target in all
in foreign currency by using precon-
enterprise resource planning (ERP)
figured currency conversion set-
solutions. The faster financial figures
tings. As a result, your documents
are determined, the sooner your
are saved simultaneously in two cur-
company can react to changing con-
rencies: your company currency and
ditions, creating a significant com-
the transaction currency. If you need
petitive advantage. In addition to
to record your figures in another
functions like process automation,
currency, such as the company
the solution provides a closing
groups currency, you can opt to set
up an additional set of books, which
allows you to record each document
9
 with the exchange rate valid on the
document date. If you want to
present your figures in an additional
currency for reporting purposes on-
ly, they can be converted instantly
into any other currency for which
you have maintained a correspond-
ing exchange rate.
Multi-GAAP reporting
Midsize companies are frequently
subsidiaries of larger companies lo-
cated in a different country. This
forces them to not only meet local
GAAP requirements but also to
present their financial statements
and managerial information based
on the GAAP of the parent compa-
ny. The solution helps you over-
come this challenge for all account-
ing-relevant business processes by
recording financial data in parallel in
as many GAAPs as required. This
means you can keep time to close
books to a minimum while complying
with multiple reporting regulations.
Consolidated reporting
Rely on real-time financial informa-
tion recorded automatically during
various business transactions for
flexible general-ledger reporting. The
solution provides a large set of re-
ports covering not only legal require-
ments but also the most common
managerial requirements. When you
work in a multicompany environ-
ment, the solution helps you prepare
a legal consolidation by providing re-
ports that classify revenues generat-
ed internally (with affiliated business
partners) and externally (with nonaf-
filiated business partners). In addi-
Inventory Valuation
tion, you can modify existing reports
easily and create new reports with-
out deep expert knowledge.
Fixed-Asset Management
Depreciation calculation
Management of your fixed assets is
rarely considered to be a value-add-
ed activity or a core business proc-
ess; therefore, you should minimize
the amount of time spent on this ac-
tivity. The solution frees up valuable
time by automating depreciation cal-
culation and posting. Once defined
in the solution, month-end closing is
processed automatically in the back-
ground. Your company can meet
several GAAP requirements in paral-
lel without additional manual inter-
vention thanks to the set-of-
books concept.
Acquisition and retirement
Efficient asset lifecycle management
is important to stakeholders both
within and outside your organization.
On one hand, you must comply with
local legal requirements; on the oth-
er, you must respond quickly and
accurately to managements request
for data to support their decision-
making processes. In addition, the
solution enables you to determine
the most appropriate point in time
for asset acquisition and retirement.
Fixed-asset reporting
Flexible reporting helps your manag-
er of fixed assets quickly gain an
overview of all assets owned by
your organization. The manager can
use standard reports to view up-to-
Management Accounting
date information and then drill down
to the underlying business transac-
tion in order to analyze a specific as-
set or groups of assets.
Valuation of purchases and
material movements
Valuating material movements, for
example, goods receipts from sup-
pliers or material consumption for
production, can be a complicated
process. The solution can help re-
duce the complexity and potential
10
for errors caused by incorrect, in-
complete, or delayed orders by au-
tomatically matching goods receipts
with invoice receipts and clearing
the differences. The software re-
cords and valuates every material
movement, using the perpetual cost
method, either standard or moving
average, assigned to the material in
the master-data record.
Valuation of warehouse inventory
Identifying hidden costs in invento-
ries is an efficiency driver in all man-
ufacturing companies. For each ma-
terial, the solution enables you to
set the most appropriate perpetual
cost method for warehouse invento-
ry. Perpetual cost methods support-
ed by the solution are standard and
moving average.
Valuation of work in process
Its important for your company to
identify hidden costs in all types of
inventory, including those for work
in process. The solution enables you
to reconcile the valued inventories
of work in process with the quantity-
based work-in-process inventories in
manufacturing at any time, on the
basis of line items. Material con-
sumption, production activities, and
overhead costs that are recorded
with reference to a production lot
are posted directly as work in proc-
ess.
Cost-center management
accounting
Increase your span of control by
structuring and reporting your costs
at the cost-center level. You can re-
flect your actual cost-center struc-
ture in the software and record your
expenses accurately by assigning
them to the specific cost center in
 which they were incurred. This in-
creases the transparency of your
cost structure and enables you to
take the most appropriate control-
ling measures.
Sales and profit analysis
Significantly enhance the effective-
ness of analyzing, controlling, and
driving your business activities by
using built-in functionality for sales
and profit analysis. Once this has
been set up, it is executed automati-
cally in the background for each rel-
evant transaction. As a result, you
can view the profitability of your tar-
get market by dimensions such as
customer, region, product, and
sales organization.
Project cost and revenue
management
Track a projects planned versus ac-
tual costs as well as actual project
revenues, down to the project-task
level. The solution considers esti-
mated project costs, which are
based on planned work and expens-
es; actual costs, which result from
time and expense reporting, supplier
invoicing, and material consumption;
and, if applicable, actual revenues
from customer invoices created with
a project reference. You can decide
how to handle overhead costs
whether to allocate such costs to
projects or project tasks and which
absorption or apportionment meth-
ods to use.
Project cost estimation
Precisely estimate the costs of a
project by using data on the valua-
tion of planned work and expenses
and, optionally, taking overhead
costs into account. When cost esti-
mates are accurate, project manag-
ers can reliably keep projects on
track and within budget, continuous-
ly reassessing actual project costs
against estimated project costs.
With transparency into projects,
your managers can make fact-based
decisions and take swift action to
make adjustments and head off
losses.
Production costing
Maintain full control of costs in-
curred during the production proc-
ess. You can analyze manufacturing
costs at an aggregated level by ma-
terial and product group, for exam-
ple. Production managers can gain a
better understanding of costs at any
point in time by analyzing costs per
production lot, as production costs
result in automatic updates of the
work-in-process (WIP) balances in fi-
nancials.
Profit-center management
accounting
Identify those areas of your compa-
ny that are the most profitable and
those where margins do not meet
your companys goals. The manage-
rial controlling functionality of the
solution enables you to structure
your organization into profit centers
and determine the granularity of the
data that is reported. This increases
the transparency of your profit cen-
ter structures and enables manage-
ment reporting at the appropriate
levels.
11
FOCUS ON YOUR CUSTOMERS
CUSTOMER RELATIONSHIP MANAGEMENT
Get comprehensive, flexible
support for customer rela-
tionship management proc-
esses that span marketing,
sales, and service activities.
The SAP Business
ByDesign solution helps you
exploit the right opportuni-
ties and maximize customer
satisfaction and revenue.
Centralized operational data
that is integrated with other
business areas lets you
speed sales cycles, bring in
revenue faster, and control
costs.
Marketing
Better manage your marketing and pre-
sales activities including market devel-
opment, lead generation, and lead quali-
fication. Using the SAP Business
ByDesign solution, you can segment
your customer base to contact target
groups more effectively. The solution
keeps track of relevant prospect and
customer information, so your market-
ing and sales teams have the informa-
tion they need. You can also use the
software to:
Manage information about the mar-
ket and your industry, including com-
petitor information, in an effective
manner
Streamline your pipeline activities
with integrated marketing and sales
processes that enable a smooth
handover of leads
Make sure that every communica-
tion with your customers is targeted
to take into account each custom-
ers history, requirements, and value
to your company
12
Consider the Scope
Market Development
Market information management
Collecting and storing market infor-
mation is crucial if you want to keep
track of the marketplace, the econo-
my, or the activities of companies in
your industry. When this information
is consolidated into one central
source, your marketing, sales, and
service employees can easily ac-
cess the documents they need,
such as company profiles, sales
strategy papers, market research
notes, and industry news.
Competitor information
management
Keep an eye on your competitors
and improve the development of
marketing campaigns and sales en-
gagements. You can centrally store
and maintain information about your
competitors and their products. In
sales situations, for example, you
can use this data to compare your
competitors products and services
with your own.
Campaign Management
Target group management
A key tactic in successful marketing
is the ability to query your customer
database and create different target
groups, thus enabling you to ad-
dress your customers more effec-
tively during your marketing cam-
paigns. Selection criteria give you
the flexibility to create specific tar-
get groups for your marketing activi-
ties, for example, all customers
within a specific zip code range. You
can reduce campaign costs by
searching for and determining
whether a specific target group of
existing customers and prospects
should be included in a marketing
campaign.
Campaign execution
Run more effective marketing cam-
paigns by addressing the right target
groups with the right materials. The
solution helps streamline campaigns
by generating a spreadsheet con-
taining all members of the defined
target group. Employees can use
this file for additional activities, such
as personalized mass mailings and
distributed direct mailings using a
variety of channels, such as e-mail,
letter, or fax. Using activities creat-
ed automatically for each account
during the execution of a campaign,
you can efficiently track responses
and add them to the account histo-
ry.
Lead generation
Generating and effectively managing
leads is a cornerstone of successful
marketing and directly influences
your organizations top line. You can
create, manage, qualify, and track
potential interest of leads and trig-
ger and monitor related interactions
over a specific timeframe. You hand
over qualified leads to the sales de-
partment, which initiates the devel-
opment of a lead into a sales oppor-
tunity.

13
Sales
Gain comprehensive access to custom-
er-related information about opportuni-
ties, quotes, orders, and invoices. The
SAP Business ByDesign solution ena-
bles your employees to verify product
availability, perform accurate forecast-
ing, predict future sales, and identify
cross-selling and up-selling opportuni-
ties. The solution helps your sales staff
focus on the most promising leads and
accelerate the sales process. You can
also use the software to:
Generate a sales opportunity, cre-
ate a quote, calculate pricing, enter
payment and shipping information,
and create a sales order and invoice
in a single integrated process
Maintain an online portfolio of your
products and services and define
price lists with flexible pricing poli-
cies
Obtain a comprehensive, 360-de-
gree view of your customers and
make effective decisions by using
the provided reports and metrics
Consider the Scope
Account and Activity Management
Account management
During the sales process, its vital to
have quick access to relevant infor-
mation about your prospects and
customers. The solution provides a
central repository for storing and ac-
cessing all information about ac-
counts as well as sales and service
partners, such as communication in-
formation, contact history, and sales
figures. You can reuse the informa-
tion in various sales and service ac-
tivities, thus reducing the time spent
on routine administrative tasks, such
as data entry.
Activity management
Sharing information about interac-
tions with prospects and customers
is key in a sales cycle. You can
structure and maintain detailed infor-
mation about your interactions with
contacts, such as an e-mail, phone
call, or face-to-face meeting. Not
only can you build up a complete
history of your interactions with a
prospect or customer, you can
make this information readily availa-
ble to others in your company, re-
ducing the possibility of duplicate or
conflicting customer contacts.
14
Product and Service Portfolio
Management
Offering of products
Providing your sales employees with
comprehensive, instantly available
information about your products is a
requirement for successful selling.
You can access and maintain sales-
relevant product information that
can be reused in all subsequent
sales documents. For example, you
can create opportunities, sales
quotes, and sales orders using this
information. In addition, you can ob-
tain comprehensive information
about availability, possible delivery
times, and prices for your products
during the sales process.
Offering of services
To be successful, your sales em-
ployees need complete, readily
available information about your
companys portfolio of services.
When you maintain service informa-
tion in a centralized location, it can
be used in all sales-relevant docu-
ments, such as opportunities, sales
quotes, and sales orders. You can
provide services as an additional of-
fering to support your regular prod-
uct offerings. Also, you can offer
 and sell services independently of
physical products. You can obtain
comprehensive information,
including prices, for your services
during the sales process.
Offering of project-based services
Store and maintain a portfolio of up-
to-date, easily accessible informa-
tion about your companys project-
based services that your sales em-
ployees can use at any point during
the sales cycle. Your sales staff has
a complete overview, including pric-
ing, of project-based services, and
because the information is main-
tained centrally, they can use the in-
formation to create sales-related
documents, such as quotes and
sales orders.
Offering of specified products
Manufacturing products tailored to
the needs of an individual customer
is common in many industries. You
can store all sales-relevant data for
your specified products in a single
database for easy access, mainte-
nance, and further use in all sales
documents. In addition, you can de-
fine templates to simplify the specifi-
cation of products in a sales order.
Customer-specific requirements are
transferred automatically to produc-
tion when a sales order is released.
Price list and discount
management
Streamline the calculation for the
correct price of products and serv-
ices by using price and discount
lists. You can store prices and dis-
counts in a single database for easy
access and maintenance. The solu-
tion then uses this data to deter-
mine pricing for opportunities, sales
quotes, sales and service orders,
customer invoices, and customer re-
turns. In addition, you can maintain a
variety of price and discount lists,
such as customer-specific price lists
or discounts based on your product
hierarchy. The software also has
special functions such as mass
maintenance of price and discount
lists.
Price specification management
Calculating the correct sales price
of products and services is made
easy through the use of special
price components in addition to
price and discount lists. The soft-
ware enables easy access and main-
tenance of values for additional
price components, such as freight
and surcharges. This data is used to
calculate customer-specific pricing
for opportunities, sales quotes,
sales orders, service orders, cus-
tomer invoices, and customer re-
turns. It also includes the calculation
of the profit margin within a sales or
service order.
New-Business Development
Lead approval and qualification
Ensuring that only qualified leads
reach your opportunity pipeline
saves time when follow-up activities
are initiated. Your sales agents can
accept or reject a lead, for example,
when it is handed over from the
marketing department. If a lead is
approved, the sales department can
create a follow-up opportunity or a
sales quote.
Opportunity management
Managing sales opportunities effec-
tively can significantly increase the
success rate for closing deals. The
solution supports you in proactively
managing your pipeline. You can
have multiple sales processes with
tasks and activities relevant to the
specific opportunity. Each process
has phases and within each phase
are activities and appointments that
are assigned to the appropriate
15
team members. In addition, you can
capture and manage a wide variety
of data related to each opportunity,
such as chance of success and ex-
pected value of the potential sale.
Sales quotation management
Quoting prices and promising availa-
bility for products and services is an
important process in most sales de-
partments and uses valuable resour-
ces. The solution enables your com-
pany, for example, to offer products
to leads or customers quickly, easi-
ly, and accurately. By entering an
account, product, and quantity, your
sales agents immediately get details
about pricing and discounts as well
as delivery and availability. When
the lead or customer makes a buy-
ing decision, a sales agent can gen-
erate an order based on the quote
with just one click.
Communication
Gain an advantage over competitors
by being recognized through your
corporate design and by providing
easy-to-read business documents,
such as sales quotes and orders, for
interactions with your customers.
The solution provides templates for
standard business documents that
you can adapt easily according to
your companys specific require-
ments.
Selling of Products and Services
Sales order management
Processing customer orders must
be quick and easy, especially when
your company processes many or-
ders each day. A sales agent simply
enters an account, product, and
quantity, and the software deter-
mines all relevant details about pric-
ing, discounts, availability, and deliv-
ery. Because the sales order is fully
 integrated with follow-on activities in
supply chain management, customer
invoicing, and financials, you can
easily monitor the progress of each
order.
E-Commerce support
Selling products and services
through an online store gives you
the opportunity to reach a greater
number of potential customers. You
can offer and sell products and serv-
ices to leads and customers using
the Internet, turning it into a profita-
ble sales and interaction channel for
both business partners and consum-
ers. The solution provides all the rel-
evant interfaces to connect your ex-
isting Web shop to the system and
integrate it within your solution.
E-Commerce
Increase your sales channels by en-
abling your customers and business
partners to use the Internet to pur-
chase products and services from
your company. Turn the Internet into
a profitable sales and interaction
channel for both customers and
partners. To gain this functionality,
use the partner solution hybris Com-
merce, which provides an on-de-
mand, easy-to-adopt online store
that integrates with SAP Business
ByDesign.
Customer returns handling
Customers return products for a va-
riety of reasons, such as a late deliv-
ery, an incorrect item, or poor quali-
ty. The solution enables you to save
costs and increase customer satis-
faction by handling customer returns
quickly and effectively. Based on the
customer return, you can issue a
credit memo for a refund or create a
follow-up sales order to exchange
the returned product with a new
one. Customer returns are fully inte-
grated with follow-on activities in
supply chain management, financial
management, and customer invoic-
ing, for example, the automatic
issuance of a credit memo.
Sales and profit analysis
Significantly enhance the effective-
ness of analyzing, controlling, and
driving your business activities by
using built-in functionality for sales
and profit analysis. Once this has
been set up, it is executed automati-
cally in the background for each rel-
evant transaction. As a result, you
can view the profitability of your tar-
get market by dimensions such as
customer, region, product, and
sales organization.
Communication
Gain an advantage over competitors
by being recognized through your
corporate design and by providing
easy-to-read business documents
when interacting with your custom-
ers on sales and returns. The solu-
tion provides templates for standard
business documents that you can
adapt easily according to your com-
panys special requirements. You
can also transmit and receive sales
orders electronically.
Customer Invoicing
Sales and service invoicing
Enhance your cash flow by improv-
ing your customer billing process for
goods and services purchased from
your company. You have the flexibili-
ty to create invoicing documents in-
dividually, collectively, or as part of
automatic invoice runs, which allows
you to periodically process invoice
requests due for invoicing. You can
also create credit memos for returns
16
received from your customers. In-
voicing for sales and service is fully
integrated with financials, for exam-
ple, an open item is automatically
created when issuing an invoice to a
customer.
Invoice importing
Streamline the creation of invoices
by transferring predecessor docu-
ments from an external application
into the solution. You can create
predecessor documents, such as
sales orders or service orders, in an
external application and import them
later into the solution to take full ad-
vantage of the integration to finan-
cials.
Project invoicing
Take advantage of the integration of
project management and financials
when creating invoice requests for
services delivered as part of a
project. Invoice requests can be cre-
ated automatically based on sales-
order and project-expense data,
which can include time sheets, ex-
pense reports, supplier invoices and
credit memos, goods and services
receipts, and goods issues and re-
turns. When an invoice request is
created, you can decide to invoice
single items immediately, at a later
time, or not at all if you are going
to write them off completely.
Miscellaneous invoicing
Invoicing special sales transactions
requires maximum flexibility of your
enterprise resource planning solu-
tion. SAP software enables you to
create manual invoices, recurring in-
voices, or manual credit memos for
products or services without refer-
ence to a preceding document, such
as a sales or service order. You can
also create down payment requests
and correction invoices. This func-
tion is fully integrated with financials,
but there is no effect on inventory
balances.
 Tax calculation and adjust their sales plans accord-
To meet legal requirements you ingly. Managers can set and meas-
must correctly calculate tax, such as ure sales revenue targets for a
value-added tax (VAT) and U.S. specific time by sales person, prod-
sales tax, when you sell goods and uct, product category, and account.
services. Once you define the rele-
vant tax types and rates for your
company, the solution carries out
the tax determination and calculates
the tax for the respective transac-
tion, such as sales and service in-
voicing, project invoicing, and ex-
pense reimbursements.
U.S. sales and use tax processing
Benefit from up-to-date calculations
for U.S. sales and use tax for sales
and purchase orders (and related in-
voices) as part of an automated
workflow. You no longer have to
manually configure and update fre-
quently changing U.S. sales and use
tax data when using Vertex Tax
Service from Vertex, an SAP part-
ner.
Communication
Gain an advantage over competitors
by being recognized through your
corporate design and by providing
easy-to-read business documents,
such as customer invoices and cred-
it memos, for interactions with your
customers. The solution provides
templates for standard business
documents that you can adapt easily
according to your companys specif-
ic requirements. You can also trans-
mit invoices electronically.
Sales Planning
Sales target management
Give your sales team the data they
require to plan realistic sales targets
and the tools they need to realign
targets when necessary. The solu-
tion helps your sales managers and
their teams plan their sales targets
at various levels, monitor sales con-
tinuously throughout the sales cycle,

17
Service
Offer service that differentiates your or-
ganization from the competition and in-
creases customer satisfaction. The
SAP Business ByDesign solution gives
your employees a comprehensive view
of customers, enabling them to deliver
excellent service and meet customers
expectations. This paves the way to fol-
low-on sales and encourages your cus-
tomers to promote your company to
others. You can also use the software
to:
Quickly answer customer queries
and respond with instant access to
information and expertise originating
from multiple internal and external
sources
Help ensure that customer commit-
ments are adhered to and service
delivery tasks are completed on
time
Register and track your customers
entitlement to product warranties
and facilitate customer service ac-
cording to legal requirements and
customer expectations
Consider the Scope with your customer. Service level-
agreements usually include operat-
Entitlement Management ing hours, originating processes,
Product registration maximum duration, and other param-
Product registration enables you to eters to determine the service lev-
track individual products, such as els.
products with serial numbers, to de-
Warranty entitlement management
termine entitlement to support or for
Manage your companys obligation
marketing purposes, for example.
to a customer, such as repair or re-
These products can be registered at
placement, if a supplied product is
the purchase location or when the
found to be defective or below a
customer calls with a support issue.
guaranteed standard within the de-
Once entered in the solution, this in-
fined warranty time period. You can
formation, such as product ID, war-
define the pricing implications of the
ranty entitlement, product location,
service delivery and automatically
and configuration details, is available
determine whether or not a warranty
for future interactions with the cus-
applies to the customers specific is-
tomer. Once a product is registered,
sue. In addition, you can use the sol-
the solution collects information in a
ution to determine country-specific
fact sheet that gives you complete
legal warranty requirements and to
and detailed information.
offer different warranties for prod-
Service-level management ucts with different lifecycles.
Reacting in a timely fashion to serv-
Product and Service Portfolio
ice requests is key to maintaining a
Management
good relationship with your custom-
Offering of services
ers. The solution supports you in the
Offering services to support cus-
management of your service-level
tomers during the products lifecycle
agreements. It automatically deter-
is vital to many companies and can
mines required reaction times to
be a core business. For easy access
service requests and service orders
and maintenance, you can store a
based on the agreement you have
complete portfolio of up-to-date,
18
 sales-relevant data about the serv-
ices you offer. You can reuse this
services data in your service docu-
ments, such as service order and
service confirmation, thereby elimi-
nating redundant data entry. The sol-
ution gives you a complete overview
of each service by gathering togeth-
er the information you maintain into
an individual fact sheet.
Spare-parts handling
Providing spare parts to your cus-
tomers is a logistics challenge. The
solution helps you manage and de-
liver tangible materials, in addition to
services, through service orders.
For example, if a boiler needs repair
and a new valve is required, the sol-
ution can handle the logistics proc-
ess of delivering this valve. It inte-
grates with other functions such as
product availability checks, pricing,
delivery, and invoicing of materials.
In addition, the solution supports di-
rect delivery of spare parts to your
customers as well as indirect deliv-
ery through a service engineer.
Price list and discount
management
Streamline the calculation for the
correct price of products and serv-
ices by using price and discount
lists. You can store prices and dis-
counts in a single database for easy
access and maintenance. The solu-
tion then uses this data to deter-
mine pricing for opportunities, sales
quotes, sales and service orders,
customer invoices, and customer re-
turns. In addition, you can maintain a
variety of price and discount lists,
such as customer-specific price lists
or discounts based on your product
hierarchy. The software also has
special functions such as mass
maintenance of price and discount
lists.
Price specification management
Calculating the correct sales price
of products and services is made
easy through the use of special
price components in addition to
price and discount lists. The soft-
ware enables easy access and main-
tenance of values for additional
price components, such as freight
and surcharges. This data is used to
calculate customer-specific pricing
for opportunities, sales quotes,
sales orders, service orders, cus-
Field Service and Repair
tomer invoices, and customer re-
turns. It also includes the calculation
of the profit margin within a sales or
service order.
Customer Care
Knowledge-base management
Getting to the root of a problem
quickly saves time and money. You
can manage a repository of informa-
tion and expertise relevant for serv-
ice and support from multiple sour-
ces, such as engineering documen-
tation, service and support docu-
mentation, and the experience of
personnel in performing their duties.
Your employees can access this
knowledge base to assist them in
successfully completing service re-
quests and service orders.
Service request management
Manage service requests in a stand-
ardized way to help ensure com-
plete documentation of a custom-
ers problems. You can create and
manage various types of customer
inquiries, such as product-handling
questions or product problems. The
solution supports a process for re-
solving customer issues and gives
you the ability to track progress us-
ing follow-up documents such as
service orders or activities. In addi-
tion, you can use this functionality to
support an internal help desk, such
as in the IT department, to handle
requests from end users.
19
Communication
Gain an advantage over competitors
by being recognized through your
corporate design and by providing
easy-to-read business documents,
such as service request forms,
when interacting with your custom-
ers. The solution provides templates
for standard business documents
that you can adapt easily according
to your companys special require-
ments.
Service order management
Processing service orders must be
quick and easy, especially when
your company processes many or-
ders each day. You can plan for the
delivery of services and manage all
resources such as spare parts and
labor. In addition, you can make sure
that the customer is entitled to the
service and support requested, in-
cluding warranty service. The solu-
tion records the costs and revenues
of service delivery so that you can
track profit margins. It establishes
repair histories and facilitates knowl-
edge capture for generating and vali-
dating best practices in service de-
livery.
Service confirmation
Reporting actual figures for time and
material used during a repair proc-
ess leads to correct invoicing. The
solution enables a service engineer
to confirm the actual services per-
formed for a customer, based on a
sales or service order. The confirma-
tion includes details such as labor
hours, spare parts consumed, and
expenses. The details captured
about the completion of work be-
come part of the repair history. The
confirmation process can initiate
customer invoicing.
 Mobile service order management
Being connected to your service en-
gineers and being able to update da-
ta in real time help you efficiently
manage your service processes.
The solution enables your engineers
to access service orders and serv-
ice confirmations from a mobile de-
vice. You can push service orders to
service engineers when they are not
in the office. The engineer can con-
firm the order on-site, immediately
after performing the service.
Communication
Gain an advantage over competitors
by being recognized through your
corporate design and by providing
easy-to-read business documents,
such as service order confirmations,
when interacting with your custom-
ers. The solution provides templates
for standard business documents
that you can adapt according to your
companys special requirements.

20
MANAGE YOUR WORKFORCE
HUMAN RESOURCES MANAGEMENT
Help ensure efficient and ef-
fective HR operations and
maximize the potential of
your employees. With the
SAP Business ByDesign
solution, employees get per-
sonalized business portals
tailored to their job func-
tions, and self-service fea-
tures to streamline execu-
tion of daily tasks. You can
adapt HR services to chang-
ing business needs by add-
ing, enhancing, and auto-
mating processes, including
workloads, personnel, and
payroll.
Human Resources
Integrate your HR processes with other
core business processes, so that HR
data is available to all your employees
when they need it. The SAP Business
ByDesign solution has built-in work-
flows and self-services for managers
and employees that free up time that
HR administrators spend on routine
tasks. You can also use the software
to:
Streamline and automate the new-
employee onboarding process from
hiring the right person to determin-
ing job responsibilities and assigning
data-access rights
Comply with HR-related guidelines
and standards established by your
company as well as those of the
regulatory authorities in the coun-
tries where you operate
Outsource payroll activities to a
third-party payroll service provider
while having the control, integration,
and visibility of an in-house payroll
system
21
Consider the Scope
Personnel Administration
Personnel file management
Increase visibility into an employees
complete history of personnel
events, such as hiring, transfer, res-
ignation or termination, and rehire,
with an online file that simplifies the
management of your personnel files
while keeping employee data se-
cure. Centralized payroll and other
employee-related information, such
as tax data, enables your employees
to quickly access and maintain per-
sonnel data and helps eliminate er-
rors caused by duplicate data entry.
HR task management
Manage all tasks related to person-
nel administration more efficiently
while following standards and guide-
lines established by your company
as well as regulatory authorities in
the countries where you operate.
You can hire new employees, termi-
nate relationships with employees,
change employees personal data,
and maintain employment changes
such as transfers. Using information
from your companys organizational
 master data, the software automati-
cally proposes changes to employ-
ees' authorization profiles and com-
pany workflows resulting from these
types of work and life events, there-
by reducing manual tasks and
streamlining administrative process-
es.
Time and Labor Management
Time recording
It is crucial for companies to accu-
rately allocate employees work time
as input for time administration, pay-
roll, and management accounting.
Employees can easily record their
work times using self-services; alter-
natively, work times can be record-
ed centrally by the HR department.
Time records can include confirmed
productive time, special attendan-
ces, absences, breaks, availability
for duty, and bonus time. Leveraging
this built-in integration, for example,
to confirm times on projects, you
can significantly reduce the time re-
quired to create invoices.
Work schedule administration
Simplify and streamline the adminis-
tration of your employees work
schedules. You can define reusable
work schedules suitable for several
employees, or individual work
schedules suitable for specific em-
ployees on an as-needed basis. You
can plan reusable work schedules
for various time periods and on the
basis of daily models, period mod-
els, or schedule models that include
target working hours based on
hours per calendar day, with a start
and end time, and, optionally, break
times.
Time account management
Maintain and monitor time accounts
related to working time or leave bal-
ances with respect to company poli-
cies and legal requirements. You
can, for example, manage leave enti-
tlements or support ad hoc report-
ing. To reduce manual workload, you
can set up rules to periodically up-
date time account balances and to
automatically post different types of
employee times, such as work
hours that qualify for shift premiums.
You can also adjust time accounts
manually to deal with exceptions. In
addition, you can define company-
specific time accounts and create
Payroll
variants of accrual and period-end
processing rules.
Time valuation
Working times must be collected
and then valuated according to vari-
ous characteristics, such as shift,
overtime, and premium time. The
solution leverages automation to re-
duce the effort required to perform
these basic HR tasks. It calculates
employees working time, process-
es time-account deductions, and
transfers the valuation results to
other processes, such as payroll
processing.
Compensation
Compensation adjustment
Employee compensation sometimes
requires manual adjustments related
to special earnings or deductions.
The solution enables you to manage
employee compensation more effi-
ciently. For example, with just a few
clicks, your HR manager can easily
make adjustments such as chang-
ing an employees salary grade or a
compensation component, tempora-
rily increasing monthly compensa-
tion, or making a one-time payment,
such as a bonus.
22
Compensation structure
management
You can map your entire compensa-
tion process and make sure that pay
structures are applied consistently
across the company. You can create
and enforce company-wide compen-
sation structures for different em-
ployee groups, such as hourly, ex-
empt, and nonexempt, giving you
better control of personnel costs.
You can also define default values
for each compensation grade to
make sure that each employees
salary is aligned with your compa-
nys compensation policy.
Provider collaboration
Efficiently collaborate with best-
practice payroll providers for the
transfer of payroll-related data from
your company to an outsourced
service provider. You benefit from
outsourcing with lower administra-
tive costs, greater efficiency, and re-
duced liability risk. Preconfiguration
in the solution takes into account
common business standards and
country-specific requirements, such
as different compensation compo-
nents and payroll pay types, simpli-
fying the handover of payroll-related
data to a local or multinational pay-
roll provider. You retain control by
being able to preview the outcome
of a payroll run and make changes,
thus preventing costly payroll mis-
takes before they occur.
Payroll processing
You can perform and monitor all
steps in the payroll process, includ-
ing maintaining payroll-relevant set-
tings, reconciling and validating data,
and guiding the export of payroll da-
ta to an external service provider.
While payroll integration automates
compensation of working times, HR
personnel can intervene manually
for example, to add overtime or a
 shift premium for an employee. Prior by the human resources function to
to transferring payroll data to your arrange compensation, by the
payroll provider, the solution per- projects function to staff projects,
forms data quality checks and and by the sales function to perform
presents any anomalies to HR per- service-related tasks.
sonnel for review. Your payroll pro-
Access and responsibility
vider can transfer processing results
management
back to the solution for follow-on fi-
Automate and simplify routine activi-
nancial and management accounting
ties for managing employees ac-
activities.
cess to the solution. A proposal for
People Master-Data Management an employees access privileges is
Employee record management generated automatically and
Enter and maintain information about forwarded to the appropriate manag-
employees, including their contact ers and key users for revision and
data as well as organizational unit approval. Assignments to jobs and
and job assignment. Employees can organizational units are used to gen-
maintain their own contact data, erate full security profiles. You can
such as phone number and office lo- make incremental restrictions man-
cation, using employee self-serv- ually, for example, to enforce segre-
ices. In addition, you can give em- gation of duties. When an employee
ployees access to online time is transferred to a different area of
sheets so they can confirm time the organization or has a new man-
worked on projects. ager, the right to see and change
access rights and work center as-
Service-agent data management
signments is transferred automati-
Simplify the maintenance of informa-
cally to the new line manager.
tion about service agents who per-
form services on behalf of your
company, such as independent con-
tractors and temporary workers.
You can give service agents access
to online time sheets so they can
confirm time worked on projects.
This functionality is particularly val-
uable if your organization routinely
relies on external resources to sup-
port projects. In addition, responsi-
ble parties can view detailed infor-
mation about which service agents
perform work for which suppliers.
Job definition
Optimize staffing by defining jobs
according to organizational struc-
ture. When you assign an employee
to an organizational unit, you also
assign a job. This job assignment is
used by several different functions
within your company; for example,

23
Employee Self-Service
Enable your employees to more easily
complete HR tasks such as address
changes, time recording, purchase re-
quests, and expense reports. Automat-
ic workflow in the SAP Business
ByDesign solution supports the authori-
zation process, so that the responsible
manager immediately receives notifica-
tion and can approve the employee's
request. You can use the software to:
Create purchase requisitions in
alignment with your companys pur-
chasing policies and guidelines, and
monitor their execution
Submit requests for support elec-
tronically regarding IT and other
workplace-related issues, and man-
age the follow-on activities
Enable managers to perform self-
service requests or personal data
changes on behalf of their direct re-
ports
Consider the Scope a percentage of the overall expense
report or by individual receipt. Built-
Employee Self-Services in compliance supports adherence
General employee self-services with country- and company-specific
Empower every employee with self- regulations.
services functions to handle basic
Procurement
tasks such as recording working
Streamline the procurement of ma-
time, submitting purchase requests,
terials and services while supporting
managing compensation details, and
adherence with company-specific
requesting IT support. By interacting
purchasing standards and automat-
directly with the software, employ-
ing approval cycles. Enable your em-
ees can greatly reduce communica-
ployees to use self-services to pur-
tion and administration efforts for
chase materials or services and
purchasers, HR managers, and IT
monitor the fulfillment status of such
support staff. When you make self-
purchases. Resulting purchase or-
services available to external service
ders can be submitted directly to
providers, they can, for example, re-
vendors or automatically to a cen-
cord the time they spend on assign-
tralized purchasing group, depend-
ments and projects for specific pur-
ing on criteria you have defined. A
chase orders.
complete audit trail is available be-
Expense management cause purchasing documents are
Empower every employee to record assigned automatically to the rele-
expenses and manage reimburse- vant cost center or project.
ments, reducing the time managers
Support
and administrative staff spend on
Simplify the reporting and monitor-
such routine tasks. For example,
ing of IT support issues by enabling
your employees can use self-serv-
employees to use self-services for
ices to submit expenses for travel
submitting service and support re-
and purchases, which can be allo-
quests and tracking the status of
cated automatically to one or more
their requests. IT support staff can
cost centers or projects. In addition,
save time researching issues be-
you can flexibly assign expenses as
cause the solution captures data
that might be relevant to resolve the
24
 issue. You can streamline the com-
munication process both within your
organization as well as with service
providers and provide a structured
and repeatable process for resolving
incidents.
Management Self-Services
Employee self-services on behalf of
employee
Enable your line managers to per-
form tasks on behalf of their direct
reports. When an employee asks a
manager to act on that employees
behalf, the manager can choose the
appropriate self-service to fulfill the
employees request to, for example,
create a leave request, submit an
expense report, edit a time sheet, or
assign a substitute for a task. Self-
service steps help the manager
quickly complete unfamiliar or sel-
dom-performed functions.

25
INTEGRATE YOUR SUPPLY CHAIN
SUPPLY CHAIN MANAGEMENT
Build an efficient supply
chain so you can respond
quickly to changing markets.
The SAP Business
ByDesign solution enables
you to optimize material
flow by managing demand
and supply. Design, set up,
and execute flexible ware-
house and manufacturing
processes to fit your prod-
ucts and business model
and gain maximum insight
into your business. Increase
collaboration with your cus-
tomers and suppliers.
Product Development
Accelerate time to market of your new
products, facilitating consistency be-
tween customer requirements, product
designs, and delivered products. The
SAP Business ByDesign solution ena-
bles you to reuse product designs gen-
erated in computer-aided technologies
(CAx) systems, which your engineers
can adapt before handing them over to
production. Specified product require-
ments can be the basis for all steps in a
lean make-to-order scenario. You can
also use the software to:
Create and maintain hierarchical
product designs and versions of
product designs, from scratch or via
an open interface to your engineer-
ing system
Eliminate redundant activities by
generating production bills of materi-
als automatically from product de-
signs
Handle products variants more effi-
ciently in engineering, manufactur-
ing, and sales by defining product
properties and models once at the
beginning of their lifecycle
26
Consider the Scope
Product Definition
Product specification
For a business that manufactures or
configures products based on cus-
tomer requirements, it is vital to
have accurate records of each con-
figurable product. The solution ena-
bles your sales team to record cus-
tomer requirements for a given
sales order quickly and accurately,
which is particularly relevant for
drop-shipment and lean make-to-or-
der processes. To speed up the de-
sign process, your design team can
also define the most commonly re-
quested product configurations in
advance by identifying features and
combinations of features for each
product and by creating notes for
production.
Product properties management
Product properties enable your engi-
neers and product managers to pre-
cisely define product attributes,
such as color, size, or finish, and set
a range of allowed values for each
attribute. The solution helps you
streamline the production process
 by enabling your engineers to assign your production engineers to adapt
product properties to a product engineering designs and to transfer
model, which, in turn, can be used the engineering information to pro-
as the basis for a product duction in the form of a production
specification. bill of material.
Product configuration Engineering design integration
Product models enable you to man- Engineers typically use computer-
age groups of complex configurable aided technologies (CAx), tools, and
products quickly and easily. Your systems to aid in the design, analy-
product managers and engineers sis, and manufacture of products.
can use product models to describe To enable the transfer of engineer-
the various configurations that are ing design information, the solution
possible for a product. Product can be integrated with such CAx
models can serve as templates for tools and systems. This makes CAx
creating product specifications. The engineering information available to
resulting model helps your sales em- your product engineers without any
ployees respond to customers in- delay. Product engineers can review
quiries quickly and create more ac- and adapt this information and hand
curate product specifications. In it over to manufacturing execution.
manufacturing, the same model in-
creases efficiency as all potential
product variants are known up front
and can be considered effectively in
the planning process.
Communication
To handle the creation of a product
specification during the sales proc-
ess, companies often rely on third-
party configuration tools to capture
customer requirements. The solu-
tion enables you to integrate such
tools so that customer requirements
can be transferred from the tools to
a product specification in the solu-
tion where it is available immediately
to follow-on processes.
Product Engineering
Product design
For companies with a strong engi-
neering focus, the efficient transfer
of engineering data to the supply
chain is essential for cost manage-
ment and quality control. Functionali-
ty in the solution makes engineering
designs visible to the entire organi-
zation. This transparency enables

27
Supply Chain Setup Management
Gain flexibility in modeling your supply
chain and creating the required master
data. The SAP Business ByDesign sol-
ution gives you a clear view of your dis-
tribution network to customers, as well
as an internal view of a site, such as the
layout of a warehouse or production
site. You can also use the software to:
Model your internal supply chains
and manage the material flow within
your warehouse and between your
warehouse and manufacturing loca-
tions as an integrated process
Define your production and ware-
house processes and operations
with single or multiple steps accord-
ing to your business requirements
Achieve business process transpar-
ency between planning and execu-
tion by using scalable production
models that combine both the bill of
material and bill of operation
Consider the Scope
Supply Chain Design
Location setup
Gain transparency into your supply
chain by setting up your company
Execution Design
sites and storage locations in the
Warehouse and production layout
solution. You can model the differ-
ent locations of your company, such
as the layout of a warehouse or pro-
duction facility, ship-from location,
or ship-to location.
Planning area definition
For planning and logistics purposes,
all products and materials have to
be assigned to a planning area. Tak-
ing advantage of visibility into the
sites, your supply chain planner can
define and initialize one planning
Production Model Management
area for each of your sites.
Bill of material management
Supply chain network setup
Define your supply chain network to
meet your companys unique re-
quirements. Your supply chain man-
ager can model your distribution
processes and then set up transport
zones. You can use transport lanes
to connect the different zones and
ship-from sites within the network.
28
This enables you to control the
movement of products and materials
between sites and transfer zones,
for example, to facilitate intracompa-
ny stock transfers.
Reflect the business reality of your
companys supply chain operations
by modeling your warehouse and
production layout exactly how you
need it. You can flexibly model the
warehouse and production structure
for each of your company sites. For
example, you can change the layout
from a simple to a more comprehen-
sive one, such as with or without bin
management.
Specify the input products you need
to manufacture intermediate and fin-
ished products by creating a bill of
material (BoM), a structured list of
quantities, units of measure, and de-
scriptions for all input products. A
BoM can be used only with produc-
tion models. A BoM can be a collec-
tion of BoM variants that share a set
of input products. You can specify
production BoM variants, the input
products that go into the production
 BoM variants, and how the input
products are linked to production
BoM variants. An intrinsic part of a
BoM is an engineering change or-
der, which controls changes made
to a product during its lifecycle.
Bill of operation management
Define how a product should be pro-
duced, down to the operations and
activities that go into manufacturing
a product or an assembly. You can
assign activities, steps, resources,
and execution instructions to one or
more operations that comprise a bill
of operation. In addition, you can
support alternative or parallel manu-
facturing by organizing operations in
the appropriate sequence as need-
ed.

29
Supply Chain Planning and
Control
Demand Planning
Manage your supply and demand plan-
ning, and control the material flow. On
the basis of an exception-driven ap-
proach, plan and consolidate your pro-
curement requirements, create feasible
production plans, and determine and
confirm realistic delivery dates. The
SAP Business ByDesign solution ena-
bles you to easily define and maintain
individual customer requirements and
product variants. You can also use the
software to:
Check product availability and con-
firm delivery dates by checking cus-
tomer requirements against stock
on hand and product supply
Combine automated operations with
manual planning, and manage your
Demand Management and Order
resource capacity to meet produc-
Confirmation
tion demand
Specify your processes for drop
shipment and stock transfers in or-
der to save storage and transport
costs by delivering directly from
your supplier
Consider the Scope
Demand planning and forecasting
Improve the reliability of your de-
mand plans and forecasts the
more transparent and accurate they
are, the more effectively your com-
pany can plan against future demand
in your supply chain. You can gener-
ate forecasts by taking into account
historical demand and applying dif-
ferent forecasting methods that are
appropriate for the situation. Addi-
tionally, the solution supports both
manual and automatic calculation
and the release of rolling forecasts
to supply planning where they form
the basis for current and future pro-
duction and procurement.
Demand management
Enable your demand planners to
consider different demand types
including sales orders, service or-
ders, demand forecasts, and de-
pendant demand while doing mate-
rial planning. Their decisions control
the impact that demand has on your
current planned quantity. Additional-
ly, you can determine if planned re-
ceipts already cover the forecasts,
or if the forecasts need to be
adjusted by sales orders.
Ship-from determination
Improve flexibility in order fulfillment
by defining the sourcing rules used
to determine from which site or sup-
plier a customer-ordered item can
be delivered. You can work with
sourcing rules that consist of multi-
ple criteria, such as transport-lane
priorities. Sourcing rules can also
consider drop-ship purchasing con-
tracts.
Product availability check
Enable your employees to determine
instantly whether a customer order
can be confirmed or needs another
planning iteration. The product avail-
ability check takes current stock as
well as expected receipts into con-
sideration when determining wheth-
er a customer order can be con-
firmed. You can adjust this function-
ality to meet your needs. Automated
checks and alerts increase your em-
ployees efficiency and productivity
during the order-to-cash process.

30
Exception Monitoring and Control
Exception selection and control
Timely identification of problems or
deviations in your supply chain plan-
ning enables you to resolve them ef-
fectively and minimize disruptions.
The solution automatically generates
exceptions when threshold values
are exceeded or discrepancies are
found in material and capacity plan-
ning, availability checking, or the ex-
ecution of purchasing or production
operations. Your supply planners
can manage such exceptions proac-
tively because they are notified of
critical problems that cannot be re-
solved automatically or that are time
critical.
Supply Planning
Material and capacity planning
Achieve better control of your sup-
ply chain when you use effective
material and capacity planning based
on predefined planning procedures,
lot-sizing methods, and safety-stock
levels. To limit the results of the
planning run, you can define time
fences. Using these settings, your
planners can create purchase and
production proposals and group
products into planning groups that
can be used in material planning
runs. Using capacity planning, your
planners can determine the amount
of load placed on each planning-rele-
vant resource, identify bottleneck
resources, and carry out load level-
ing on them. Furthermore, planners
can reschedule downwards and up-
wards pegged supplies by consider-
ing changes caused by load leveling.
Supply Control Stock transfer
Handover to purchasing Enable your inventory managers to
Manually or automatically release move products between two loca-
your purchase proposals for exter- tions within your company. Carrying
nally procured products. You can out such intracompany stock trans-
control the purchasing process by fers can help you fill customer or-
defining the time horizon for releas- ders and avoid back orders by mov-
ing proposals in advance. Additional- ing material between sites to re-
ly, you can set up validity checks to solve production bottlenecks or to
be conducted when proposals are cope with stock shortages, for ex-
released to purchasing. ample.
Handover to production Communication
Manually or automatically release Information exchange is vital to
your production proposals for manu- keeping your supply chain opera-
facturing products. You can control tions running smoothly. The solution
the production process by defining enables you to easily exchange lo-
the time horizon for releasing pro- gistics controlrelevant information.
posals in advance. Additionally, you You can standardize this information
can set up validity checks to be con- exchange by using templates for
ducted when proposals are released standard business documents and
to production, taking into considera- forms such as drop-ship order. You
tion related production master data. can also set up rules on how to print
this information. In addition, you can
Logistics Control
set up third-party business-to-busi-
Handover to outbound logistics
ness communication by XML or
Release your delivery requests of
electronic data interchange (EDI).
products due for outbound logistics
execution either manually or auto-
matically. You can meet customer or
internal demand by these deliveries,
which can be based on sales, serv-
ice, and stock-transfer orders. Addi-
tionally, you can control the delivery
process by defining the time horizon
for releasing the requests in ad-
vance and by setting up validity
checks for outbound deliveries dur-
ing the handover process to logis-
tics execution.
Drop shipment handling
Increase flexibility and reduce costs
by outsourcing the outbound deliv-
ery process to your suppliers. The
solution enables you to ship prod-
ucts to your customers directly from
your suppliers. This shipment option
can be selected when you receive a
sales order.
31
Manufacturing, Warehousing, and
Logistics
Inbound and Outbound Logistics
Produce products that meet your cus-
tomers requirements and high expecta-
tions of quality while maximizing your
manufacturing and logistics efficiency.
The SAP Business ByDesign solution
enables you to manage production, de-
liveries and returns, physical inventory,
and stock transfers. It synchronizes
supply execution data, such as work in
process and inventory postings, with fi-
nancials. You can also use the software
to:
Enhance tracking and tracing proce-
dures by using identified stock, such
as batches or lots, as well as label-
ing, and logistics units
Integrate quality assurance tasks,
such as final inspections, with pro-
duction to determine whether a
product meets predefined quality re-
quirements
Automate processes for inbound lo-
gistics, outbound logistics, and pro-
duction and decide where to use
bar-code or RF readers, mobile devi-
ces, or electronic instructions
Consider the Scope
Receiving
Receive products into your ware-
house and perform stock transfers
efficiently. You can easily process
inbound deliveries and manage sub-
sequent unloading and put-away ac-
tivities. You can define how many
tasks you want in your receiving
process or define a receiving proc-
ess without tasks, with the selection
of at least one logistics model. In
addition, you can choose to run your
receiving processes with or without
tasks in parallel.
Returns handling
Receive customer returns or unused
spare parts and return products to
suppliers. You can easily process
returns deliveries and manage sub-
sequent tasks such as returns put
away, returns unloading, or returns
picking and loading. You can define
how many tasks you want in your re-
turns handling process or define a
returns handling process without
tasks, with the selection of at least
one logistics model. In addition, you
can choose to run your returns han-
dling processes with or without
tasks in parallel.
32
Shipping
Ship products from your warehouse
to customers and perform stock
transfers efficiently. You can easily
process outbound deliveries and
manage picking and loading activi-
ties. You can define how many tasks
you want in your shipping process
or define a shipping process without
tasks, with the selection of at least
one logistics model. In addition, you
can choose to run your shipping
processes with or without tasks in
parallel.
Pickup
Enable your field service engineers
to pick up spare parts from a ware-
house to increase efficiency in the
service delivery process. The solu-
tion allows flexibility in issuing spare
parts required for a service order
and manages subsequent picking
and loading activities. You can de-
fine if you want your pick-up proc-
esses to be with or without tasks,
with the selection of at least one lo-
gistics model. Additionally, you can
decide to run the processes with or
without tasks in parallel.
 Communication
Information exchange is vital for the
smooth running of supply chain op-
erations. The solution enables you
to easily exchange information rele-
vant to inbound and outbound logis-
tics. You can standardize this infor-
mation by using templates for busi-
ness documents, such as pick and
put-away lists, load and unload lists,
and delivery notes. You can define
rules for printing these documents.
Additionally, you can set up third-
party business-to-business commu-
nication to receive and send ad-
vanced shipping notifications
(ASNs) electronically by XML or
electronic data interchange (EDI).
Internal Logistics
Internal replenishment
Move products efficiently, process
internal replenishment requests
easily, and manage all replenishment
activities. You can decide whether
to generate replenishment tasks au-
tomatically or manually and can
model your replenishment process-
es by selecting a logistics model.
Additionally, you can print move lists
and set up rules on how to print this
information.
Removal
Move products and components ef-
ficiently between a warehouse and
production areas, picking zones,
staging areas, and storage locations
and manage all removal activities.
You can decide whether to generate
removal tasks automatically or man-
ually and can model your removal
processes by selecting a logistics
model. Additionally, you can print
move lists and set up rules on how
to print this information.
Inventory Management
Inventory posting
Enable your inventory manager to
define all the requirements for inven-
tory postings when goods are
moved into or out of your ware-
house. The solution enables you to
deal with issues arising from inven-
tory updates in processes such as
shipping, receiving, and unplanned
inventory movement.
Physical inventory
Carry out a physical inventory count
at least once every fiscal year to de-
termine if book inventory reflects
physical inventory. Not only is this
good business practice; in most
countries, it is a legal requirement.
The solution enables your ware-
house employees to define the pa-
rameters for inventory-counting
processes, such as periodic invento-
ry counting and cycle counting.
Production
Production preparation and
planning
Give your production supervisors
the flexibility they need to prepare
and plan for production, including
creating and releasing production or-
ders. The solution enables you to
manage these steps more efficiently
by configuring the solution to create
and release production orders im-
mediately upon receiving a produc-
tion request. Alternatively, you can
create and release orders according
to a schedule or decide to create
and release them manually. You can
define the horizon within which pro-
duction orders should be created.
The configuration you choose de-
pends on the degree of control you
want and the volume of production
orders you deal with.
33
Production control and
confirmation
Give your production workers the
appropriate control over the physical
production process. You can man-
age these steps more efficiently by
configuring the solution to close fin-
ished production lots immediately.
Alternatively, you can run the clo-
sure of production lots according to
a schedule, while retaining the op-
tion to close production lots manual-
ly. Additionally, you can define the
horizon within which the production
lots should be closed. You can
choose the appropriate configura-
tion depending on the degree of
control you want and the volume of
production lots you deal with.
Quality Assurance
Quality control
Make sure that products manufac-
tured by your company meet both
quality standards and customer ex-
pectations by establishing and carry-
ing out quality control processes.
The solution enables you to decide
on techniques and activities used to
fulfill quality requirements. You can
determine the processes and prod-
ucts for which inspections and cor-
rective and preventive actions have
to be taken and also how these in-
spections and actions take place.
Quality planning
Carry out quality planning by defin-
ing the quality requirements that a
product must fulfill. The solution en-
ables your quality managers to main-
tain master data such as inspection
plans and quality-code catalogs as
well as the basic quality-standards
data required to plan and execute
quality inspections. This data in-
cludes the requirements to which a
given product must conform and the
rules for recording the results of an
inspection.
 Sample management
Enable your quality managers to de-
fine sampling details for both ac-
ceptance sampling and adaptive
sampling. The solution supports ac-
ceptance sampling by including sam-
pling schemes that use a template
to help you define a collection of
sampling plans that comply with in-
ternational sampling standards such
as ISO 2859. In addition, the solu-
tion provides other types of accept-
ance sampling, which are available
by default: fixed (or percentage)
sample size and 100% inspection.
With adaptive sampling you can ad-
just inspection frequency and sam-
ple size based on previous inspec-
tion results; you can also adjust in-
spection frequency independently
based on random probability.
Communication
Information exchange is vital for the
smooth running of quality opera-
tions. You can easily exchange infor-
mation relevant for quality assur-
ance by using different types of print
forms. The solution enables you to
standardize this information by pro-
viding predefined forms for inspec-
tion instructions, inspection results,
and sample drawing instructions,
among others. You can also set up
rules on how to print this informa-
Task Management and Automation
tion.
Tracking, Tracing, and Identification
Handling and logistics units
management
Increase transparency within your
supply chain and facilitate the move-
ment and storage of products within
a warehouse by using handling and
logistics units. The solution helps
you define logistics units, such as
container or pallet. Logistics units
represent goods and give your com-
pany an alternative method to view
and monitor inventory. Additionally,
you can see where logistics units
are used per material.
Identified stock management tasks to different folders, and con-
Incorporate tracking and tracing into firm tasks when they are completed.
your supply chain by managing your Tasks can have embedded informa-
products in batches and lots through tion, such as work and safety in-
identified stock (optional or manda- structions and product drawings,
tory), which is inventory that is sep- that guide workers through their dai-
arated and uniquely identified by the ly tasks.
same characteristics. You can cre-
Mobile device management
ate identified stock or modify the
Automate your logistics processes
details of existing identified stock,
further by providing robust and flexi-
such as production and expiry dates
ble mobile applications for transac-
and the customer or supplier ID. In
tion processing. The solution ena-
addition, you can add attachments,
bles your workers to use mobile de-
such as a graphic image or textual
vices, such as personal digital assis-
notes, specific to the identified
tants (PDAs) and scanners, to exe-
stock.
cute and confirm tasks during logis-
Label and serial number tics operations.
management
Automatic identification
Enable your warehouse workers to
Help your workers reduce errors,
identify, track, and trace products.
such as those caused by manual da-
The solution supports several differ-
ta entry, and increase their efficien-
ent types of content labels, which
cy by automating logistics process-
contain information such as product
es. The solution enables you to
or identified stock ID. An unspeci-
manage logistics information using
fied content label is attached to a lo-
bar codes and radio-frequency iden-
gistics unit, such as a package or
tification (RFID). Additionally, it sup-
carton, that contains different prod-
ports common bar-code and RFID
ucts without indicating the products.
standards.
A uniform content label is attached
to a logistics unit that contains only
one type of product. A serialized
product label is used for a single
unique product.
Task execution and folder
management
Increase efficiency in your supply
chain and enable workers to manage
production, warehousing, or quality
tasks more effectively. As tasks are
generated, the solution can group
them in folders according to rules
you define; for example, all tasks for
a production area or group of users.
In addition to tasks, you can assign
users or mobile devices to these
folders. You can review detailed in-
formation for each task, reassign
34
DRIVE PROJECT SUCCESS
PROJECT MANAGEMENT
Improve project efficiency
and transparency with inte-
grated project management
in the SAP Business
ByDesign solution. Project
managers can plan and
track projects through
graphical tools such as
Gantt charts and network di-
agrams. Project teams work
together more easily
through shared information
and workflow-driven task
management. And up-to-
the-minute project data is
shared with the rest of your
company for easy tracking
of costs, purchases, and
employee and contractor
hours.
Project Management
Improve the accuracy of project-related
data that is used in accounting, control-
ling, purchasing, and human resources.
The SAP Business ByDesign solution
enables you to manage your projects of
any size, from simple to complex, and
keep other departments in your compa-
ny informed. In addition, project teams
can collaborate on project documents
and share project-related information.
You can also use the software to:
View project data using graphical
presentation tools, including Gantt
charts, work breakdown structures,
and network diagrams
Purchase third-party support, such
as consulting services, as well as re-
cord working times and approve
time records
Monitor project progress and devia-
tions by making continuous reas-
sessments and escalate important
issues as needed
35
Consider the Scope
Project Planning and Execution
Project planning and scheduling
You can plan, execute, and continu-
ously monitor projects of all types
and sizes, including cost collectors.
You can create an overall project
structure, set up a detailed project
plan and schedule, search for and
assign appropriate project staff, and
procure the goods and services
needed to carry out the project. You
can choose from several interactive
graphical views, depending on the
activities you need to perform. For
example, you can use network dia-
grams to plan process-oriented
projects, while Gantt charts help
you visualize a projects schedule
and task dependencies.
Change management
Changes in project scope after the
project kick-off are a common threat
to a projects overall success. The
solution supports change manage-
ment activities and provides a sys-
tematic way to process change re-
quests during a project. A project
manager can trigger a new project-
plan baseline upon a change re-
quest. This new baseline becomes
 active, while previous baselines re-
main accessible for later
comparison. In addition, you can
specify that an approval for this new
baseline is required. For documenta-
tion and trend analysis, you can take
project snapshots, either automati-
cally based on defined schedules or
manually as needed.
Project resource management
Staffing projects is a cornerstone of
the project setup. With online ac-
cess to HR data, resource manag-
ers can search for both internal em-
ployees and external resources with
the appropriate skills and assign
them to the project. Once team
members have been assigned to the
project, the project manager can al-
locate members to the appropriate
work packages. Project team mem-
bers can access all project tasks for
which they are responsible. Addi-
tionally they can view and edit all
work packages to which they have
been assigned. Using automatically
generated personalized time sheets
based on each employees task list,
project managers and employees
can track the time required to com-
plete each task.
Project procurement
Source services for your project di-
rectly from the online project man-
agement environment. To further
simplify project procurement, you
can enable team members to use
employee self-services to purchase
materials or services. In addition,
you can purchase materials and
services using the solutions regular
purchasing functionality and post the
purchase order to a project. A com-
plete audit trail is available because
purchasing documents are assigned
automatically to the relevant project
tasks. In addition, resulting purchase
orders can be submitted directly to
vendors or to other legal entities in Accounting for Projects
your company group. Project Project cost and revenue
managers can easily monitor the ful- management
fillment status of all project-related Track a projects planned versus ac-
purchases. tual costs as well as actual project
revenues, down to the project-task
Time recording
level. The solution considers esti-
Accurately allocating actual working
mated project costs, which are
times to a project is the basis of
based on planned work and expens-
project monitoring as well as project
es; actual costs, which result from
invoicing, payroll, and cost and reve-
time and expense reporting, supplier
nue management. Both internal and
invoicing, and material consumption;
external project team members can
and, if applicable, actual revenues
record and confirm their time on as-
from customer invoices created with
signed project tasks or work pack-
a project reference. You can decide
ages. Time data from all team mem-
how to handle overhead costs
bers is consolidated and presented
whether to allocate such costs to
to the project manager, who can
projects or project tasks and which
compare actual versus planned time,
absorption or apportionment meth-
monitor trends, and determine if
ods to use.
there are potential problems.
Project cost estimation
Expense recording
Precisely estimate the costs of a
Project team members should
project by using data on the valua-
spend their time meeting project ob-
tion of planned work and expenses
jectives, not on routine administra-
and, optionally, taking overhead
tive tasks. The solution enables
costs into account. When cost esti-
team members to easily submit trav-
mates are accurate, project manag-
el and other expenses, which can be
ers can reliably keep projects on
allocated automatically to an overall
track and within budget, continuous-
project as well as individual project
ly reassessing actual project costs
tasks. Without the need for addition-
against estimated project costs.
al handling, expense data can be
With transparency into projects,
used in subsequent processes in-
your managers can make fact-based
cluding reimbursement, invoicing,
decisions and take swift action to
and project cost and revenue man-
make adjustments and head off
agement. You can flexibly assign ex-
losses.
penses as a percentage of the over-
all expense report or by individual
receipt. In addition, built-in compli-
ance functionality supports adher-
ence with country- and company-
specific regulations and allows you
to define approval cycles involving
auditing clerks and managers.
36
EMPOWER SMARTER PURCHASING
SUPPLIER RELATIONSHIP MANAGEMENT
Strengthen your relation-
ships with suppliers and im-
prove your procurement
processes to reduce costs
and turn suppliers into a
competitive advantage. The
SAP Business ByDesign
solution helps you identify
and manage the best suppli-
ers for materials and serv-
ices. Gain insight into order
management, supplier in-
voicing, and purchase re-
quests. Enable individual
employees to perform self-
service procurement and
streamline operations.
Sourcing
Build and maintain a comprehensive
portfolio of supplier and product infor-
mation, which serves as a central base
for all your supplier-related information.
The SAP Business ByDesign solution
enables you to automate many of your
sourcing activities, so employees can
concentrate on finding the best suppli-
ers and the best prices. You can also
use the software to:
Find, negotiate, and document the
best sources of supply and manage
the complete contract lifecycle
Track and monitor the performance
of your suppliers and leverage the
solutions reporting functionality to
identify the top performers
Gain pricing advantages through
quantity discounts by bundling sev-
eral purchase request automatically
into a single order
37
Consider the Scope
Supplier-Base Management
Supplier lifecycle management
Manage the entire lifecycle of your
suppliers and benefit from an up-to-
date supplier base. You can store all
supplier information in one place, in-
cluding unstructured information
such as notes and stock market in-
formation. Having this information
readily available helps you make bet-
ter-informed decisions about current
and potential suppliers in future ne-
gotiations. In addition, its easy to
add or remove suppliers even by
product category minimizing the
complications typically associated
with supplier phase-out. Standard
reports help you monitor supplier
performance and analyze prices, in-
voices, and purchase orders, ena-
bling to you optimize your supplier
base.
Service agent lifecycle
management
Manage the entire lifecycle of your
service agents, such as independent
contractors and temporary, lease,
contract, and on-call workers, and
benefit from an up-to-date service
agent database. You can store all
service agent information in one
 place, including unstructured
information such as notes and at-
tachments. Having this information
readily available helps you make bet-
ter-informed decisions, for example,
when placing service orders or staff-
ing projects.
Sourcing and Contracting
Source of supply determination
Automate and optimize processes
for determining the most suitable
supplier, considering prices, dis-
counts, and delivery times. With
support for manual and automated
source determination, you can
streamline purchasing processes.
The solution can determine the
source of supply automatically and
send a purchase order to a supplier.
Based on predefined criteria, sever-
al purchase request items can be
bundled into one document to gain
pricing advantages through quantity
discounts. If you need to handle a
purchase request manually, the sol-
ution can propose favorable suppli-
ers. If none of the proposed sources
can be used, you can send out an
RFQ.
Sourcing request management
It can be challenging to find suppli-
ers that can deliver products and
services that meet your needs and
your spending limits. Defining your
sourcing requirements and issuing
requests for quotation (RFQs) sim-
plifies the process and helps you
identify the best sources. To
streamline the process and reduce
duplicate data entry, your purchas-
ers can trigger RFQs while manag-
ing purchase requests or purchasing
contracts that will soon expire. By
grouping similar products or product
categories into one RFQ, you could
also realize greater savings when re-
questing quotations.
RFQ document management
Benefit from competitive prices by
using requests for quotation (RFQ).
RFQ documents enable your buyers
to specify your companys require-
ments with regard to pricing, dis-
counts, delivery time, and product
quality. This can save time and effort
during the process of evaluating
quotations, helping you identify the
right suppliers and the right prod-
ucts more quickly. Multiple demands
can be bundled via sourcing re-
quests into one RFQ. In addition,
buyers can use RFQs to renegotiate
expiring contracts.
Purchasing contract management
Automate your operational purchas-
ing processes by using purchasing
contracts to define sources of sup-
ply. You can benefit from competi-
tive prices by aggregating demand
towards one supplier and establish-
ing mutually agreed-upon terms and
conditions in a purchasing contract.
You can manage the complete con-
tract lifecycle, from negotiating and
creating a contract to maintaining
and monitoring contract details. To
streamline the purchasing process,
you can convert quotes into con-
tracts, and your purchasing group
can attach quality inspection docu-
ments to contracts.
Communication
Save time and administrative effort
by using predefined standard tem-
plates for business documents,
such as requests for quotation and
purchasing contracts. You and your
customers benefit from document
templates that are based on best-
business practices for sourcing and
contracting. If necessary, you can
easily modify the documents to
meet a customers special require-
ments.
38
Purchasing Product Portfolio
Management
Material information management
Provide your employees with a cen-
tral repository of comprehensive, in-
stantly available information about
products that your organization
sells, buys, or deals with. Employ-
ees in marketing, sales, purchasing,
and project management can use
this product information to support
product-related transactions, for ex-
ample, creating sales orders for ex-
isting customers, product informa-
tion sheets for prospects, online
product catalogs for purchasers,
and detailed specifications for serv-
ice personnel.
Service information management
Set the basis for accurate process
execution and communications in
purchasing, marketing, sales, after-
sales service, and project manage-
ment with a central repository of in-
formation that defines the services
your organization offers or con-
sumes. All employees use the same
service information whether they are
getting ready for a customer visit,
preparing a contract, or developing
collateral for a marketing campaign.
Your employees can respond more
quickly to requests for information
and be confident that the informa-
tion they provide is accurate, con-
sistent, and up-to-date.
Catalog management
Automate the purchasing process
and reduce the workload of your
purchasers by using online supplier
catalogs that can help standardize
your employees purchasing efforts.
By using supplier catalogs, purchas-
ers can define sources of supply for
products with negotiated prices
from preferred suppliers. You can al-
so incorporate catalogs from third
parties, either by loading them into
 your software or by linking to exter-
nally hosted catalogs, thus providing
up-to-date product information with-
out duplicating externally available
information. Once third-party cata-
logs are loaded or linked, you can
make them available within your em-
ployee self-service process for pur-
chasing.
List price management
Streamline your purchasing opera-
tions while taking advantage of the
best competitive prices for the
items and materials you require. The
solution can automatically source
and then create purchase orders us-
ing list prices from your suppliers.
These list prices can be easily en-
tered and maintained in the solution.

39
Purchasing
Streamline your companys purchasing
activities by automatically creating pur-
chase orders, verifying invoices, and
identifying duplicates and variances in
invoices. The SAP Business ByDesign
solution makes purchasing information
instantly available to your buyers, ena-
bling them to make the best possible
purchasing decisions for your company.
You can also use the software to:
Gain insight into the status of pur-
chases throughout the company by
using functionality to monitor and
manage all purchasing activities
Streamline and accelerate purchas-
ing through the use of self-service
procurement and reduce the volume
of routine purchasing tasks
Create invoices with or without ref-
erence to a purchase order and au-
tomatically create invoices on behalf
of your suppliers based on existing
goods and services receipts
Consider the Scope shopping cart at any time, and
confirm the receipt of a product or
Self-Service Procurement service. To maintain control over the
Catalog search supply source, you can set up elec-
Reduce the workload of your pur- tronic catalogs for approved suppli-
chasers by using catalogs to sup- ers.
port buyers and other employees
Purchase Request and Order
during the purchasing process.
Management
When working with shopping carts,
Purchase request management
purchase orders, or requests for
Bundle purchase requests from mul-
quotations, employees can use ad-
tiple departments and benefit from
vanced functions to search across
optimized order quantities and bulk
catalogs for the items they need. By
discounts by aggregating demand
restricting employee searches to
towards specific suppliers. When
catalogs from approved suppliers
purchasers work with centralized
only, you can better control your
purchase requests, they can make
purchases.
optimum use of negotiated sources
Shopping cart management of supply. If a suitable source of
Save transaction costs and auto- supply does not exist or there is not
mate almost the entire purchasing an approved supplier for a specific
process using Internet-like purchas- item, purchasers can convert pur-
ing. Your employees can submit chase requests into requests for
electronic requests for goods and quotation (RFQs), making it easier
services either for themselves or to find new suppliers and negotiate
for other employees. Requests can new contracts.
be routed automatically to the em-
Purchase order management
ployees manager for approval, for
Streamline your purchasing process-
example, when spending limits are
es and reduce sourcing costs by
exceeded. In either case, the soft-
taking advantage of increased auto-
ware can automatically send ap-
mation. For each purchase order,
proved purchase orders to suppli-
buyers are automatically offered a
ers. Your employees can monitor
recommended source of supply
the approval process, track their
40
 from a preselected set. You can de-
termine when new purchase orders
can be created manually by a buyer
or automatically by the software as
a follow-on document to quotes or
purchase requests. To further re-
duce their work effort, buyers can
order stock material, nonstock ma-
terial, and services in the same pur-
chase order. You can adjust func-
tionality by specifying when a man-
agers approval is required, and use
the solution to request and manage
confirmations from suppliers.
Purchase order acknowledgment
Suppliers acknowledge your pur-
chase orders, confirming delivery
date, delivery quantity, and price.
The solution leverages these confir-
mations to help you ensure on-time
delivery of the ordered quantities at
the correct price and to prevent
shortage of stock. Process efficien-
cy and speed are increased, be-
cause the entire exchange of docu-
ments related to the purchase order
can be handled electronically, using
interactive forms or XML docu-
ments, for example.
Goods and services receipt
Enable your employees to confirm
the receipt of nonstock materials or
the completion of services. Employ-
ees can also confirm the return of
nonstock materials to the supplier,
for example, in the case of defective
items. Because the receipt of goods
and services is captured in the solu-
tion, follow-on processes, such as
supplier invoice verification, are
streamlined. In addition, purchasers
can monitor that ordered goods are
being delivered on time and inter-
vene, when needed, to resolve any
issues with the delivery.
Stock material procurement
Maximize the efficiency of daily op-
erational procurement tasks to free
up time for strategic purchasing ac-
tivities. The solution is designed to
support efficient high-volume proc-
essing of day-to-day procurement
tasks. Support your purchasing de-
partments activities in the procure-
ment of stock materials by providing
online supplier catalogs and simplify-
ing the exchange of information with
suppliers during critical steps of the
procurement process.
Nonstock material and service
procurement
Drive efficiency of operational pro-
curement activities with a high level
of automation. Your purchasers can
manage and monitor the procure-
ment of services and the purchase
and receipt of materials that are not
put into stock. Then they can assign
the related costs for these services
and items to a cost center or
project. To simplify and standardize
the search for sources of nonstock
material or services, you can make
supplier catalogs available online to
purchasers and to all employees via
employee self-services.
Communication
Benefit from standardized business
documents, such as purchase or-
ders, requests for quotation, and
evaluated receipt settlement (ERS)
invoices or credit memos, by using
document templates. These prede-
fined document templates are based
on best-business practices and cov-
er all purchasing-relevant process-
es. When necessary, you can modi-
fy the templates for purchasing
documents to meet your companys
specific requirements.
41
Supplier Invoicing
Supplier invoice and credit memo
handling
Accounts payable clerks handle high
volumes of documents every day.
The software helps you streamline
the process of receiving and verify-
ing supplier invoices and credit
memos while minimizing manual in-
tervention. This includes multiple au-
tomated checks against preceding
documents such as purchase orders
and contracts, which can be located
and matched easily with advanced
search functions. Accounting clerks
can accelerate data entry and im-
prove their overall accuracy rates by
taking advantage of automatic data
proposals of related order informa-
tion. On-time processing of supplier
invoices by buyers and accountants
enables your company to take full
advantage of cash discounts.
Invoice exception processing
Buyers and financial accountants
waste a lot of time dealing with in-
correct or unexpected supplier in-
voice values, such as prices, quanti-
ties, or taxes. Your employees now
have the tools they need to resolve
invoice exceptions efficiently. All in-
volved parties, such as purchasers,
suppliers, and accounts payables
clerks, are integrated into the collab-
orative exception-handling process.
They can work together and commu-
nicate during critical steps of the
process to resolve outstanding is-
sues.
Automatic settlement
Automatic settlements save time
and reduce costs by automating the
creating and posting of supplier in-
voices. You can take advantage of
evaluated receipt settlement, so that
 you can create supplier invoices au-
tomatically based on existing pur-
chase orders and goods and serv-
ices receipts, thus reducing the ef-
fort of manually entering invoices. In
addition, you can set up recurring in-
voices, which enables the automatic
creation of supplier invoices based
on an agreed payment plan, such as
monthly rental payments.
Communication
Standardize your business docu-
ments, such as evaluated receipt
settlement invoices, credit memos,
and clarification requests for excep-
tions, by using document templates
that are based on best-business
practices. You can enhance the
standard templates to meet your or-
ganizations specific requirements.
In addition, you can use interactive
forms to significantly increase the
efficiency and clarity of communica-
tions with suppliers, for example,
during the process of verifying sup-
plier invoices or handling invoice ex-
ceptions.

42
FACILITATE FULL COMPLIANCE
COMPLIANCE MANAGEMENT
Keep up-to-date and compli-
ant with changing laws and
regulations. The SAP Busi-
ness ByDesign solution
comes preconfigured for
your companys accounting
practices, applicable tax
structures, and relevant la-
bor legislation. Frequent and
automatic updates help en-
sure that your financial
books and government re-
porting continue to meet
regulatory standards.
Compliance Management
SAP Business ByDesign provides re-
ports and analytics that help you com-
ply with regulations that are relevant to
your business and the solution contin-
uously keeps current by automatically
updating itself upon changes of regula-
tions. In addition, it provides a transpar-
ent audit trail that records changes to
company data from top-level aggregat-
ed figures to detailed postings. You can
also use the software to:
Set up your financials to use GAAP
for all supported countries where
your company operates
Implement a wide range of built-in
controls, such as data entry con-
trols, plausibility checks, and auto-
mated workflows, to prevent unau-
thorized data access and modifica-
tion
Track and trace all process steps
and all batches or lots that pass
through your inventories and across
multiple locations
43
Consider the Scope
Corporate Governance
Process documentation
Enable your employees to track the
flow of documents within the proc-
esses in which they are involved.
Users can verify the completeness
of process chains using a visualiza-
tion of the document flow that is
available in all relevant areas of the
solution. In addition, they can select
a specific document and view all un-
derlying details.
Data retention
Gain support for external drivers of
data retention, such as legal reten-
tion requirements, product liability,
and tax reporting and audits, as well
as internal drivers such as hardware
costs, policies, service-level agree-
ments, and company-specific proc-
esses. The solution supports a data
retention policy that weighs legal
and privacy concerns against eco-
nomics and need-to-know interests
to determine retention time, data
formats, and the permissible means
of storage, access, and encryption.
 Segregation of duties
Infringements in the area of segre-
gation of duties (SOD) can put your
business at risk. You can reduce
that risk when setting up users and
roles in the solution, because auto-
matic checks are run in the back-
ground on the data you provide, us-
ing a large set of rules derived from
SOD regulations. You gain aware-
ness of potential SOD infringe-
ments; in addition, the solution gives
you advice on how to mitigate the
risks.
Financial and Trade Reporting
Central bank reporting
In order to get an overview of your
foreign business relationships,
French and German authorities re-
quire that companies located in
France and Germany fill out and
submit a statistical report to the
central bank at the end of each
month. You can report your foreign-
trade transactions without additional
effort because the solution collects
the information in the background
whenever you execute relevant
transactions, such as issuing an in-
voice to a foreign customer.
Intrastat reporting
Comply with European Union (EU)
requirements to submit monthly re-
ports to statistical reporting authori-
ties within your country regarding
products shipped to and received
from other EU member states. You
can quickly create Intrastat declara-
tions by using transactional data
captured automatically during the
processing of business documents
such as purchase orders, goods re-
ceipts, and supplier invoices, and
then send the report electronically
to the appropriate authority.
Accounting principles compliance
Complying with legal regulations for
accounting is a basic requirement
but doing so in a highly automated
and time-saving way is true innova-
tion. You can significantly reduce
the time it takes to close your
books, whether at the end of a
month, quarter, or year. At the same
time, you can be sure that you are
following GAAP and other relevant
accounting principles because the
software takes into account GAAP
requirements in combination with
the innovative set-of-books con-
cept.
Social and Labor Legislation
Tax Management
Tax calculation on goods and
services
Failure to file and pay taxes correctly
and on time can result in penalties
and fines. The solution helps you
process tax declarations for tax on
goods and services and determine
accounts for corresponding post-
ings. It contains country-specific
functions for calculation, filing, and
payment of tax returns and for com-
municating with tax authorities. Your
tax accountant can execute a tax re-
turn, which is based on the taxable
amount in invoices, and, if required,
can create manual tax entries to be
included in the return. You can use
the monitoring function to check and
follow up on the process steps.
Withholding tax processing
Compliance with taxation regula-
tions and laws includes the ability to
process withholding tax when need-
ed, even at the state level. Your tax
ledger records all relevant transac-
tions based on predefined rules, en-
abling you to issue withholding tax
declarations, such as U.S. W-2s for
employees and 1099s for contrac-
tors, in an accurate and timely man-
ner.
44
Payroll tax processing
Take advantage of the outsourcing
model that enables you to process
payroll in a legally compliant manner
and in accordance with the require-
ments of relevant federal, regional,
or state taxing authorities. The solu-
tion stores and maintains your em-
ployees master data, including tax,
social insurance data, and benefits,
as well as time-sheet data. You can
transfer payroll data to a specialized
third-party service provider who will
process your payroll in a legally
compliant manner.
Compliance
Barrier-free software provisioning
Enable your employees, including
those with disabilities, to use and
make the most of your technology
solutions in their daily work. To
make SAP Business ByDesign ac-
cessible for most users, SAP has
developed the software in accord-
ance with the SAP accessibility
standard. This software and Web-
application standard is based on ap-
plicable Section 508 requirements,
Web Content Accessibility Guide-
lines 1.0 (WCAG 1.0) Priority 1
check points, and WCAG 2.0 Level
AA success criteria. SAP strives to
fulfill the ever-changing require-
ments of business professionals and
global accessibility standards.
Data privacy management
The purpose of European Union
(EU) data protection legislation is to
protect the rights of individuals. The
solution helps you comply with EU
data protection regulations by pro-
viding functionality, such as user
name and password handling and
authorization aspects, in addition to
the security provisions of the net-
work infrastructure. Personal data of
employees, such as name, address,
 and bank account, is explicitly pro-
tected and cannot be accessed di-
rectly, even with standard program-
ming methods. Your company has
to ensure data privacy by complying
with the regulation that requires you
to specify an explicit and legitimate
purpose whenever you collect and
process personal data.
Manufacturing and Logistics
Conformance to manufacturing
principles
Establish the internal controls and
processes your company needs in
order to manage regulatory and le-
gal compliance in todays complex
global environment. The solution en-
ables you to monitor process steps
throughout your facility and to track
batches or lots that pass through
your inventories and across multi-
ple locations. You can control the
steps of your production process,
such as planning and preparation,
monitoring, and production comple-
tion. In addition, you can make sure
that your products meet your cus-
tomers expectations of quality.

45
MANAGE WITH INSIGHT
BUSINESS ANALYTICS AND COLLABORATION
Gain more and better insight
into the performance of your
business and respond ap-
propriately to changing mar-
ket conditions. The SAP
Business ByDesign solution
enables your employees to
run reports whenever they
need to, create what-if anal-
yses, and view the granular
detail. Built-in analytics and
reporting functionality ena-
bles you to find ways to
save money or reveal addi-
tional revenue potential.
Built-In Business Analytics
Take advantage of comprehensive, up-
to-the-minute, and fully integrated ana-
lytics that cross all areas of your busi-
ness from purchasing to customer re-
lationship management to financials.
The SAP Business ByDesign solution
enables your employees to have direct
access to the data they need, and they
can print, download, or forward reports
via e-mail. You can also use the soft-
ware to:
Comprehend business situations
more thoroughly by drilling down in-
to the details of reports and benefit
from the automatic generation of
easy-to-understand graphics
Customize predefined and formatted
report content according to your
companys business requirements
or your personal work needs
Request custom-made reports on
demand from SAP or one or its part-
ners via the service center
46
Consider the Scope
Ready-to-Run Reporting
Formatted reporting
Save time and enable faster deci-
sion making by using predefined,
preformatted management reports
that are delivered with the solution,
which leverages Crystal Reports,
the de facto standard for reporting.
You can view and print the prede-
fined reports using Crystal Reports
Viewer software that is provided. If
you also have Crystal Reports soft-
ware you can modify the standard
reports or build your own formatted
reports.
Business planning
Be able to monitor the performance
of individual sales employees and
drive the performance of your sales
staff with powerful tools to set and
measure targets, forecasts, and ac-
tual revenues. Sales managers can
plan their sales targets at different
levels for each employee, by prod-
uct and product categories. They
can also monitor sales continuously
throughout the sales cycle and ad-
just their sales plans accordingly.
 Operational performance reporting
Gain instant visibility into your or-
ganizations performance with real-
time operational performance re-
ports. You can access up-to-date
operational lists of the day-to-day
activities for which you are responsi-
ble as well as identify overdue tasks
or critical activities. With the infor-
mation provided by performance re-
ports, both employees and line man-
agers are empowered to improve
the operational performance of the
business.
Analytical reporting
Benefit from comprehensive and
fully integrated up-to-the-minute ana-
lytical reporting that crosses all
areas of your business from cus-
tomer relationship management to
financial management to supply
chain planning. Your employees
have direct access to reports, such
as the sales pipeline and financial
journals, from their individual work
centers and can view, change, and
drill into these reports using familiar
spreadsheet functions. To facilitate
communication with other groups or
departments, employees can print
and download reports.
Key performance indicator
monitoring
Oversee and manage performance
in your area of responsibility with a
built-in monitor that supports man-
agement by exception. Using key
performance indicators (KPIs) from
the KPI catalog, the software meas-
ures every KPI against a target val-
ue. Colored icons in the KPI monitor
indicate missed targets as soon as
they occur. The KPI monitor also
provides historical information re-
garding the selected KPI, which can
help you analyze the root cause of
any missed targets.
Information visualization via Discretionary custom report
dashboards ordering
Help busy executives make in- Request custom reports from SAP
formed decisions quickly during criti- by using an integrated process that
cal situations by providing them with enables you to contact an SAP
a snapshot view of key metrics Global Service Center location from
across the business. For your exec- within the solution. SAP Global
utives who require answers to their Service Center delivers content on-
key business questions at a glance, demand through reliable, high-quality
the solution delivers predefined services to address your analytics
dashboards, built on Xcelsius soft- extensibility request.
ware, which enable users to interact
with sophisticated visual representa-
tions of data.
Customizable Reporting
Report creation and configuration
Address your unique business-spe-
cific reporting needs by creating
custom reports and running your
own complex analyses on data avail-
able from SAP NetWeaver Busi-
ness Warehouse. You can create
customized reports and distribute
them for use across the organization
from a central, dedicated working
environment for reporting. SAP
Business Explorer, a design and
analysis tool built into Microsoft Ex-
cel, is available to you. Using this
tool, you can create new reports or
change existing reports to suit your
requirements. When analyzing data,
you can also leverage formatting
and formula functions from Micro-
soft Excel.
Microsoft Excel exporting and
interactivity
Simplify data analysis and reporting
throughout your organization by ena-
bling your employees to stay in the
familiar Microsoft Excel environment
when they are working with solution
data. They can export business data
from the solution to a local spread-
sheet on their desktop or laptop. In
addition, they can refresh data in the
local spreadsheet with data from the
solution, update it locally, and then
write it from the spreadsheet back
into the solution.
47
Communication and Information
Exchange
Business Process Management
Collaborate, communicate, and ex-
change information within your compa-
ny and between your company and its
business partners. The SAP Business
ByDesign solution enables you to inte-
grate desktop applications, instant mes-
saging, and your telephone system with
your business software. In addition, you
can leverage external Web services to
complement your own business data.
You can also use the software to:
Make sure that tasks are completed
on time by using built-in task assign-
ment and monitoring functionality
Find the information you need quick-
ly and easily by searching through
company data and documents using
new enterprise search technology
Optimize communication with your
business partners by sharing elec-
tronic business documents that they
complete and return for further proc-
essing
Consider the Scope
Business task management
Help your employees become more
productive by enabling them to re-
ceive, manage, and complete busi-
ness tasks easily and in a timely
manner. Tasks have a built-in sched-
ule, and an escalation mechanism is
triggered automatically if tasks are
not completed on time. The task
management function handles task-
based substitution, which allows an
employee to designate another em-
ployee as a substitute for all tasks.
Automated task distribution
Streamline the distribution of tasks
by automating the evaluation of de-
fined responsibilities and distributing
tasks automatically. Using the rules
defined by you, the solution deter-
mines the responsible organizational
unit and employees. You can base
the determination rules on criteria
such as country, region, customer,
or product category.
48
Process-integrated input and
output management
Speed up the distribution of informa-
tion by building the automatic output
of documents into your business
processes. You can print, e-mail, or
fax any business document from the
solution effortlessly. You use form
templates provided in the solution to
specify the layout and content of
each business document. Different
templates are available for specific
countries, and some form templates
are available in several languages.
Business-to-business collaboration
Improve collaboration with your busi-
ness partners by using electronic
message-based communication,
such as electronic data interchange
(EDI). The solution supports direct
communication based on industry
standards. Alternatively, you can
use third-party providers of collabo-
ration services, such as an EDI net-
work provider.
People Collaboration and Intranet data. Well-defined interfaces enable client and the solution. You can
Services the integration of third-party download relevant account and cus-
Document and Web services communication software, and SAP tomer information to your group-
management partners can help you with service ware client. Once synchronized, all
Give your employees access to and support for such integration. of that information is available to you
news, information, and content as even when you are offline.
Office and Desktop Integration
well as document management func-
Microsoft Office integration Desktop integration via
tionality that reduces information
Enrich your employees working en- collaboration window
storage. Your employees can pub-
vironment and enhance their produc- Expand your communication and col-
lish news to their home page and
tivity by enabling them to continue laboration options with a desktop
upload both unstructured content
working with familiar Microsoft Of- tool a collaboration window that
and business-related structured con-
fice applications such as Microsoft enables you to instantly contact
tent. You can give employees ac-
Word, Microsoft Excel, and Micro- business partners such as custom-
cess to external Web services of-
soft Outlook while interacting with ers, suppliers, and colleagues
fered by partners, such as Web
data from the solution. This means through a variety of communication
searching; maps and directions;
they can access Microsoft Office channels, including telephony and e-
lookup for addresses, suppliers, and
functions without having to leave mail. For interactions such as incom-
products; company and industry
their current work environment. In ing telephone calls, you can view
business information; and business
addition, an active desktop compo- contextual information and use navi-
news. Employees can access these
nent informs users about business gation links to relevant actions. In
Web services easily as links inte-
alerts and tasks generated in the addition, you can receive notifica-
grated within solution screens.
solution while they are working in tions and alerts on your desktop
Enterprise search the Microsoft Office application. even when you are not working di-
Shorten the time it takes to find rectly in the solution.
Interactive form integration
business documents, reports, and
Simplify communication and speed
other business objects and improve
up interactions with your customers
the relevance of the search results.
by using interactive form technology
The enterprise search function,
to send an electronic representation
available in the header area of the
of a document to your customers.
application and through the collabo-
The customer enters appropriate da-
ration window, enables you to
ta and sends the completed docu-
search all categories or limit your
ment back to you. This data can
search to a specific category, such
then be uploaded into the solution.
as sales orders, managers, or re-
Interactive forms can be stored lo-
ports. Results of your search are
cally, providing you with the most re-
displayed in a separate window. For
cent business information available,
detailed information, you can navi-
even when you are offline.
gate directly to the target object.
Groupware integration
Unified communication
Close the gap between your group-
Enable your employees to use a va-
ware applications and your business
riety of communication tools directly
processes. The groupware integra-
from SAP Business ByDesign. For
tion function facilitates the exchange
example, call center agents can ben-
of information between your group-
efit from automatic identification of
ware client, such as Microsoft Out-
customers or vendors for inbound
look, and your SAP Business
calls thanks to the integration of tel-
ByDesign solution. You can use the
ephony systems within the user in-
groupware integration function to
terface and access to application
synchronize e-mails, appointments,
and tasks between your groupware

49
SIMPLIFY IT
BUILT-IN SERVICES AND SUPPORT
Simplify IT with built-in IT
services, automated mainte-
nance and support, and a
quality-assured service
model. The SAP Business
ByDesign solution is con-
nected to SAP experts who
monitor and maintain your
on-demand system. Built-in
learning and help provide
24/7 access to resources
and the SAP Business
ByDesign community, ena-
bling you to get knowledge
and help whenever you
need it.
Built-In Services and Support
Rely on functionality that helps ensure
the integrity, safety, and security of
your invaluable company data. Automat-
ic health checks continuously monitor
and manage system performance. The
SAP Business ByDesign solution can
be personalized by fine-tuning and
adapting it at any time using the built-in
business configuration functionality.
You can also use the software to:
Centrally manage support inquiries
from your employees, solve com-
mon user problems, and route unre-
solved support requests to SAP
Learn how to perform new tasks
with the software by accessing built-
in, self-paced learning in virtual
classrooms, as well as online help
Meet your companys unique data
needs by augmenting the solution
with company-specific data fields
50
Consider the Scope
Built-In Support
Issue resolution management
The fastest way to resolve software
issues is by enabling users to
search for solutions on their own.
Prior to submitting a support re-
quest, end users are guided to vari-
ous available information sources.
With easy-to-use functionality, end
users can also initiate and monitor
their own requests for support. In
addition, key users can manage the
entire issue resolution process as
well as collaborate with an SAP sup-
port center.
System health check
Solve problems before they occur
with health checks that continu-
ously provide automated support for
your solution. You gain full transpar-
ency into the performance of your
solution, but no action is required
from your side. Health checks are
built into the solution and automati-
cally observe it to resolve critical sit-
uations before they occur. Through
this self-healing functionality, health
checks address potential issues
proactively for SAP and for you.
Built-In Learning and Help business language rather than tech-
Built-in learning nical jargon. It employs a user-cen-
Shorten the learning curve by help- tered approach that allows you to
ing your employees learn how to focus on your business processes,
use the solution as they work with it. your organizational structure, and
Training built into their workplace re- your business needs. And it pro-
places the traditional classroom ap- vides a central location from where
proach. All users access training you can set up your solution.
content tailored to their work tasks
Continuous support for change
in the learning center, where they
Make scoping and fine-tuning
can plan and run their own training,
changes to the solution before and
eliminating the requirement to follow
after you go productive by using
fixed training schedules. You can
functionality and tools provided with
adapt and add training content to
the solution. You can work in a busi-
address company-specific needs. In
ness configuration work center,
addition, you can monitor your em-
where you can use an activity list to
ployees learning progress by run-
process change activities.
ning reports.
Extensibility
Built-in help
Tailor the solution to meet the
Support users as they work with the
needs of your company by activating
solution with built-in help consisting
predefined data fields for selected
of primary help and a help center.
screens, forms, and reports in your
Primary help delivers on-screen ex-
solution. In addition, you can contact
planations and mouseover text
SAP and request the creation and
about a screen or a screen element.
modification of more complex exten-
The help center contains more de-
sion fields for use on screens, in
tailed content that enables users to
forms, and for reports.
understand and work with the solu-
tion. For example, a quick guide
provides access to all information
about a specific topic. You can add
your own content to the help center
to support your users with compa-
ny- or industry-specific information.
Built-In Business Configuration
Business setup
Design your solution to meet com-
pany-specific requirements by using
two main processes: scoping and
fine-tuning. With scoping, you select
the predefined solution functionality
that you want to add to your solu-
tion. With fine-tuning, you adapt the
configuration settings associated
with your selected functionality. The
solution simplifies and speeds up
the configuration process by using

51
50 089 200 (09/08)

This document is based on version 2.20 of the

SAP Business ByDesign business map.
2009 by SAP AG.
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ByDesign, SAP Business ByDesign, and other SAP products and services
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These materials are subject to change without notice. These materials

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