Financials and Banking
Designed especially for small and medium-sized organizations, SAP Business One ensures business growth and helps in increasing business profitability and control. This solution encompasses all the core functions required for clients to operate their business, including accounting, finance and banking.
The system enables to document all the entries related to the company’s finance and accounting, including business partners, general ledger index, definition and maintenance of accounts, journal entries, foreign currency adjustments, budgeting and pricing, support of multi-dimensional cost centers, registration templates, storno entries, and exchange rate management.
The Banking module is used to carry out all the monetary transactions relating to bank accounts, including creating payments to suppliers and receipts for a variety of methods of payments from customers, performing manual and automatic internal or external adjustments, depositing credit vouchers and cash or postdated checks, printing single or batch checks etc.
SAP Business One includes all the reports required for the company’s accounting management and financial operation according to the regulations prevailing in the 41 countries.
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CRM Sales Opportunities
The Sales Opportunities module allows to follow-up and analyze pending opportunities according to the progress of activities, such as meetings, negotiations and other procedures in the sales funnel.
Comprehensive forecasting methods enable to foresee potential profits and determine priorities for sales activities.
The CRM module allows to:
- Follow-up data of potential sale volumes
- Update progress of negotiations
- Analyze each stage in the sale process
- Remunerate successful sales people
- Manage sales opportunities including updating and reopening of closed opportunitiesThe system includes many reports for sale potential management by item, sales person or period which enables to follow-up meeting the company’s sales goals.
SAP Business One enables to create, maintain and analyze information regarding marketing events through the campaign management property which allows promoting the sales processes.
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The inventory capabilities of SAP Business One allow users to manage the items or services they sell. The item card object data such as serial numbers, batch numbers and price lists. Users can also define alternative items, check, increase or decrease inventory levels, re-evaluate inventory costs according to current market values, perform inventory turnover making, and create picking lists for open sales orders.
The system allows access to detailed information regarding existing products, including purchase and selling prices, quantities, availability, specifications of products and images of items, agreements on special prices, intra-warehouse transfers and inventory transactions.
SAP Business One Production and Planning module helps production planners and purchase managersschedule timetables and manage items for production or purchase based on a variety of criteria. The Wizard leads the planner step by step in planning and improving future material requirements and subsequently in executing and managing the recommendations and deviations concerning purchase and production.
The material planning Wizard helps reducing the costs since it takes into consideration both minimum quantities per order and multiple orders, thereby helping users, for instance, exploit recess in procurement pricing or standard sizes of production batches.
The Production module enables to build product bill of materials which include indications of the quantities and components consisting of the product and handling production orders.
In cases of advanced requirements for the production system, it is possible to expand the abilities of the module by means of complementary tools that also support additional abilities such as expanded management of production, expanded management of requirements, management of routing, management of engineering changes, configurator and management of equipment servicing.
For further details, please contact Xioma.
The SAP Business One Business Partners module enables to manage all the information relating to customers and suppliers relationships through a link between business partners and accounts. The information on the business partner usually includes data such as customer/supplier details, company, address and contact people’s contact details, including phone numbers and e-mail addresses, logistic data such as warehouses, data of accounting and terms of payment. Accounts are entities defined on the company’s chart of accounts, such as expenses, income, assets and liabilities.
All the selling and buying transactions are registered in the relevant central accounts thereby allowing access to the general balance sheet, customers’ balance sheet and suppliers’ balance sheet, all in a single entity.
Other transactions referring to communications with customers/suppliers may also be managed, such as phone calls, meetings, tasks or other types of marketing activities such as campaigns.
All transactions are automatically documented in the journal log and in the reports.
The SAP Business One’s Human Resources module enables to feed and update information regarding the company’s employees, including general and personal information such as age, marital status, passport or ID no., phone numbers, residential address, and place of employment.
Also available are management of information regarding employees’ education, employment history, results of professional evaluations, days of absence, and analysis of employees’ costs and wages.
Producing various reports and lists of employees that may help you improve managing your company.
Xioma provides a budget and control solution for both revenues and expenses.
The budget is managed as a separate logical tree from the chart of accounts in the budget structure, the periods of budget and its versions. The budget is defined and managed by means of a dedicated display while a new budget may be built based on a previous one. The budget allows control on slight reservation, actual execution and payment. The solution includes control reports and analysis down to the various levels of the budget tree.
Project Management and Control
ProjectManagement is an integrated system for the management of projects and finance, especially planned for the unique needs of organizations that provide consultation, software and professional services.
ProjectManagement provides a solution to all work stages in the organization – from planning to data collection, from information confirmation and control to client billing and financial analyses.
Xioma is the representative of Maringo, the company that developed ProjectManagement and implements and assimilates it as part of SBO with its clients.
Following are some of the system’s capabilities:
Cost pricing and proposal management
At the proposal stage for a future planned project, the system enables an accurate pricing of costs based on a pool of resources, employees, and various materials and expenses.
A planned project can be easily converted into a price quote which can then be handled as a sale opportunity as part of the organization’s CRM processes.
Project planning in several versions and stage planning
If the proposal is confirmed and an order is received, it is possible to examine the planning of the project. The system allows creating a variety of planning versions such as future project planning, initial planning and current planning.
The system enables to simplify processes by creating a Work Based Structure (WBS). Each stage may be presented in various planning resolutions: general, monthly, daily etc.
Flexible Gnatt planning for resources and stages
The system supports planning of projects using Gnatt chart. Changes in planned times and resources can be easily and quickly edited by using the ‘Drag & Drop’ function.
The system’s Gnatt chart has an option to display activity data in any given project. It is also possible to view the load work of each employee or group of employees, represented in different colors in the chart.
Project’s procurement management
The system contains tools that enable to export requests for price quotes for several suppliers based on the project data. Following receipt of prices from the suppliers, it is possible to issue a purchase order to the selected supplier.
Accurate finance and billing management including employees’ expenses
The project manager should confirm employees’ reports. The project manager analyses the information and determines for which work hours, materials and expenses the client should be billed. The system’s Finance Wizard helps the project manager to issue invoices based on various criteria such as target dates, work periods, meeting goals etc. This information is directly transferred to the organization’s Finance Department, for billing the client and for crediting employees for their expenses.
Inter and extra organizational (intra company) loading
In addition to standard client billings, the system enables inter and extra organizational (intra company) loading.
It is possible to distribute service costs or travelling expenses among several centers or branches within the organization or related companies.
Improved control of resources and financing
Documentation relating to projects and to the active and planned resources of the project, which are available at all times.
The system provides client’s customized reports, such as follow-up reports, breakeven analysis, project costs etc. Pre-determined authorizations ensure that every user will only be exposed to relevant information.
Accurate documentation of project data
After the project goes live, the employees can document their project related times on an hourly basis or by feeding the start and end times. The documentation is accessible through the system or the Web. Documenting times is simple and it takes into consideration various patterns of work, different work times and business calendars that include the holidays of every country. Documentation enables to select only project for which employees have authorizations as well as the relevant stage they are required to report.
Providing Business to Business (B2B) systems to various networks over SAP Business One for both clients and suppliers Xioma offers solutions to leading EBI networks
Using the systems automates order intake, sending of delivery notes and invoices while saving supplier-client references, and attachment of document PDFs to e-mails combined with process and technological control.
In addition, Xioma’s development teams design and develop customized B2B solutions for our clients in Israel and abroad for the automation of further processes and documents, such as warranty claims from manufacturers, management of outsourced works in garages, updates of attendance cards, updates of prices and tariffs according to manufacturer/distributer catalogues etc.
Resource scheduling is an add-on that helps in allocating the organization’s resources for the various activities. The scheduling system is synchronized with the SBO core processes and provides an overall outlook as to the organization’s total resources and their distribution for the various actions. The scheduling process is part of the system’s work processes. The scheduling solution helps users to improve the organization’s efficiency and reduce the length of time for receiving a comprehensive picture of the resource allocation. It handles control problems and resource prioritization at management levels.
This solution is based on a flexible platform that enables full flexibility and customization to all types of scheduling.
The integration of SAP Business One and the scheduling module enables to use the organization’s data and process infrastructure in order to realize and operate all the service calls and perform the required scheduling of resources to events. The system also allows scheduling several resources as a group in a single action, or an individual handling.
Scheduling installation teams and technicians according to orders
Scheduling car maintenance at a garage according to attendance cards
Scheduling tutors to courses
Scheduling trips according to guides’ availability
Due to the flexibility of the scheduling module, it can be adjusted to every nature of every activity.
Multi Company Management
SAP Business One enables to manage all company’s processes, including intercompany capabilities, such as intercompany processes and consolidation of financial statements.
Many companies manage their businesses in a structure of several profit and loss companies. Although each company has its own financial statements, inventory and logistics, the management occasionally requires an intercompany outlook of the entire business.
The Intercompany module enables to make automatic intercompany transactions as well as produce consolidated financial statements.
Examples for intercompany transactions
Allocation of intercompany expenses and income
Making centralized payments to suppliers by company’s headquarters in the name of the various companies
Replication of master data such as customers, suppliers, items and accounting data
Examples for consolidated statements
Consolidated inventory statements
Client balance sheet distributed by companies
Total sales by companies
Xioma Information Solutions launches a BI package based on SAP Business Objects technology for small and medium-sized clients.
The package is designated to solve wide-spread managerial problems, such as:
More than one truth within the organization with each manager looking at a different datum.
Multiple reports up to a situation of “one cannot see the wood for the trees”.
Performance problems in the operational systems as a result of running “heavy” reports.
No flexibility in the section and retrieval of smart data.
The need to “reinvent the wheel” in the specification and building of managerial reports.
So far, small and medium-sized clients who were interested in a BI solution were required to invest precious time in the specification and planning of the system. Xioma is the only company in Israel that implements both ERP system – SAP Business One, and BI platform – SAP Business Objects.
XIoma identified the need to reduce the time of assimilating BI modules with these clients and developed a generic, ready-made BI package, which can be added and used over any application of SAP Business One or any other information system.
The BI package offered by Xioma includes 4 ready modules in the areas of sales, service, finance and logistics. Each module is based on several generic units that collectively derive data from the SAP system. These units allow clients to analyze the information displayed to them in each of the modules in various sections and conduct in-depth research, from the most concise level down to the most detailed level.