BatchMaster ERP With SAP Business One
Designed for Formula BasedProcess ManufacturersBatchMaster ERPwith SAP Business OneProven, Cost Effective ERP Solutionfor Process Manufacturers
BatchMaster ERPwith SAP BusinessOneA Complete ManagementSolutionTo grow yourmanufacturing business,you need to focus on yourcore competencies andkey business objectives.This requires havingdetailed enterprise-wideinformation at yourfingertips. Having yoursales, accounting,manufacturing, anddistribution in a singlesystem means you canmake smarter, fasterbusiness decisions.Customer requirementscan be satisfied easily andbusiness opportunitiestaken advantage ofquickly.Maintaining a competitive edgemeans having a clear view of allaspects of your business. Itmeans streamlining processesand always being able to get theinformation you need when youneed it. If you can effectivelytrack and access all customerrelated information, you canbetter service your customers atevery point of contact, helpingensure repeat business. If youcan monitor production at agranular level, you can reducethe costs of manufacturing,helping increase margins.And if you can accurately monitorand manage revenue andexpenses, you will be positionedto optimize cash flow, increasingyour financial strength and theflexibility to respond quickly whenbusiness opportunities arise.The software has been configuredto meet the needs of small tomidsize formula-basedmanufacturers by embeddingBatchMaster Manufacturingcomponents within the BusinessOne framework, and tailoring theapplication's menu structures,inquiries and reports. Theresulting solution, BatchMasterERP with SAP Business One, isaffordable, quick to install, easy tomaintain and effectively runsevery facet of one's business.the company. With the servicecall module you can effectivelyrespond to customer service andsupport calls and find resolutionsmore quickly. Detailed servicereports related to call volumes,durations, and response timesallow you to assess progress andtake necessary actions. You canalso analyze customers usingdata from sales, operations, andfinance to identify ways to servethem faster and better.Streamline Your EntireBusinessBy incorporating all your businessfunctions, BatchMaster ERP withSAP Business One supportssales, purchasing, inventory,financials, product development,manufacturing, distribution.Business information captured ina single system is instantlyaccessible across theorganization, eliminating duplicatedata entry along with relatederrors and subsequent costs.Workflow-based alerts triggerauto-responses when importantbusiness events occur, so you canmonitor and focus on those thatare most critical. Freed fromconstantly reacting to day to-dayminutiae, you can spend moretime driving your businessforward.Strengthen CustomerRelationships and LoyaltyManage sales, customer service,and support all integrated withother business functions across 2020 BatchMaster Software. All Rights Reserved. Rev 2.04BatchMaster ERP Solution Detail2
Act on Instant and CompleteInformationCapture data across sales,customers, operations, andfinancials in a single applicationfor immediate access and use.With the addition of the fullyintegrated Crystal Reports software, it delivers compellingreporting functionality andinformation access that give youcrucial insights into all parts ofyour business. With “drag-andrelate” and interactive drill-downfunctionalities, you can clickthrough relevant data and getanswers quickly. Employees canrespond to customer needs faster,and your managers can trackrevenues, costs, and profitmargins so they can assessbusiness performance anddetermine how to improve it.Meet Your Industry-SpecificNeedsThe software has been preconfigured to meet the specificneeds of formula-basedmanufacturers in processindustries such as Food,Beverage, Chemicals, PersonalCare, and Nutraceutical. Fromsetup to execution to reporting,you have the ability to personalizethe software to meet yourindividual needs with minimal ITinvolvement. In terms of initialsystem implementation, you canbe up and running within four toeight weeks, depending on yourcircumstances. 2020 BatchMaster Software. All Rights Reserved. Rev 2.04BatchMaster ERP Solution Detail3
FunctionalityOverviewAccounting and FinancialsDesigned Exclusivelyfor Formula-BasedManufacturersAn Affordable Solutionfor Small to MidsizedBusinessesDrawing on more than 25 yearsof BatchMaster manufacturingsoftware experience and over 35years of SAP businessmanagement softwareexperience, BatchMaster ERPwith SAP Business One is anaffordable, proven solution. Itoffers financial, sales,purchasing, inventory, planning,and production managementwhile completely supportingresearch and development andcompliance initiatives. Its intuitiveinterface and vast configurabilityminimizes IT complexities forimplementation and ongoingmaintenance.With support for multiplecurrencies, budgeting, and bankreconciliation, BatchMaster ERPwith SAP Business One deliversfinancial managementfunctionality that will make yourbusiness more efficient and moreproductive. Manage your generalledger, journals, budgets, andaccounts payable (AP) andreceivable (AR). Conduct all yourbanking activities, includingprocessing bank statements andpayments by methods such ascheck, cash, and credit card, aswell as internal and externalreconciliation of various accounts.Create various financial reportsincluding profit and loss, cashflow, balance sheet, aging, andprofit center reportsSales and CustomerRelationship ManagementLeverage comprehensive salesand service functionality, helpingto ensure total control of customeracquisition, retention, andprofitability for your business.Cohesive features acrossmarketing, sales, and serviceprovide end-to-end visibility for theentire customer life cycle. Track sales opportunities andactivities from first contact to theclose of sale Create quotes, enter orders,and manage shipments,invoices, incoming payments,and credits for returns 2020 BatchMaster Software. All Rights Reserved. Rev 2.04 Initiate marketing campaigns byusing templates for masse-mails Provide support for customerservice, service contracts, andwarranties Manage and maintain customercontacts with full MicrosoftOutlook synchronization.Customer Service andSupportCRM functionality helps youattain control of customeracquisition, retention, loyalty, andprofitability for your business.Service call functions providesupport for service operations,service contract management,service planning, customerinteraction activity tracking,customer support, andmanagement of additional salesopportunities.SalesWith the sales management toolsin BatchMaster ERP with SAPBusiness One you can createprice quotes, enter customerorders, set up deliveries, updateinventory balances, and manageall invoices and accountsreceivable. The software offersefficient document developmentfor every step in the salesprocess, including quotations. Allrelevant information is movedfrom one document to the next(from sales quotation to the salesorder to delivery note to the ARinvoice) saving you time andreducing errors. The solution alsogives you the flexibility to adaptthe steps in the sales cycle to fityour needs and specific businessprocesses.BatchMaster ERP Solution Detail4
Purchasing and PlanningEvery business needs asystematic approach to managingthe procurement process, fromcreating purchase orders topaying vendors. The systemhelps coordinate the completeorder-to-pay cycle, includingreceipts, invoices, and returns.Using the robust reportingfunctionality, you can quicklyanalyze the performance of yourvendors and adjust yourprocurement strategy accordingly.Plan material requirements forproduction, control bills ofmaterial, and replenish inventoryautomatically with a structuredprocess. Demand inputs fromactual and forecasted orders, yourrecipes or formulas, and thepackaging bills of material definegross material requirements.Supply inputs come frominventory, production andpurchase orders. The result is atime-phased calculation of whatyou must make or buy to supportyour customers.Process ManufacturingSafeguard your formulas orrecipes and rigidly control batchproduction of finished goodproducts, including co-productsand by-products. Manage yourproduction in a make to stockand/or make to orderenvironment. Support yourcustomer requirements throughthe use of separate formula andpackaging specifications,intermediate and sub-assemblyhierarchies, special instructionsand inventory reservations. Thesoftware can dynamically adjustbase specifications duringformulation, as well as duringproduction, to ensure your batchproduction goals are met. Issueinventory to production based onlot reservation and expirationrules. Manage lot numbercreation of finished goodsinventory. Analyze costs andyields, manage QC activities andproduction line resources, andgenerate industry-specificcompliance labeling and reports,such as FDA and SDSdocuments. Additional planningand scheduling features can autogenerate production schedules,batch production jobs andpurchase orders.Inventory ControlManage your inventory andoperations including picking,packing, shipping, and billing.From receiving to storage toshipping, raw materials andfinished goods inventory isreported and transacted by itemnumber, lot number, lot status andlicense number. Issue orbackflush materials based onLIFO, FEFO, or FIFO rules.Default bins for rejected, suspect,and good stock can be defined foreach warehouse. You alwaysknow where your stock is andwhether it's available forprocessing or sale! Performinventory valuation using differentmethods such as standardcosting, moving average, andFIFO. Manage pricing andspecial pricing, which allowsautomatic application of volume,cash, and account discounts totransactions with vendors andcustomers. Run real-timeinventory updates and availabilitychecks. Mobile executionincreases productivity andthroughput. 2020 BatchMaster Software. All Rights Reserved. Rev 2.04Reporting andAdministrationPowerful integrated analytic andreporting tools help you accessthe essential business informationyou need. There are a largenumber of predefined reports forboth departmental needs andregulatory agency needs inspecific industries such as Food,Beverage, Chemicals, PersonalCare and Nutraceutical. You cangenerate reports for a specificrequirement in your business andcustomize the output accordingly.Day to day: create, manage, anddistribute real time reports withease. You can use variousreporting tools (such as CrystalReports, Print Layout Designer,XL Reporter, and Query Manager)to create financial andmanagement reports that providesnapshots of key performanceindicators such as sales bookings,year-to-date revenue, accountsreceivable, open orders, andoutstanding payments.Not only can you export anyreport into various electronicformats including PDF, MicrosoftExcel/Word, RTF, and XML, youcan also distribute them acrossthe company via e-mail, fax, orother formats. The solutionprovides you with end-to-endvisibility of your businessoperations that helps you quicklyunderstand key relationships andtransactions within the business.BatchMaster ERP Solution Detail5
Functionality ChecklistAccounting and Financials General ledger and journalentries Basic cost accounting andmonitoring project costs Basic budget management Banking and bank statementprocessing Payment processing andreconciliation Financial statements andreporting Sales tax and VAT Multicurrency supportSales and Customers Opportunities and pipelinemanagement Customer contact and activitymanagement Sales quotations and orders Goods delivery and returnstracking Invoicing and crediting Sales and pipeline forecast Service contract management Service call management andTrackingPurchasing and Planning Purchase orders and deliveries Goods receipts and returns AP invoice and credit notes Forecasting Master Production Scheduling Material RequirementsPlanningProcess Manufacturing Product Development(Laboratory and Samples) Formula Management Packaging Bills of MaterialQuality Control Inspection and disposition by lotor partial lot of:- Incoming goods- Work in Progress- Finished goods Re-testing of Inventory at anytime User-defined test methods andresults reporting Inventory hold and releasecapabilityInventory and Distribution Shelf life management Receiving, issues, put away,inventory adjustments, pick,pack, and ship transactions Transfers within and betweenwarehouses or bins Mobile task execution andinquiries Serial number management Inventory revaluation Customer and vendor catalognumbers Price lists and special pricingReporting andAdministration Fully integrated with CrystalReports software Microsoft Outlook integration “Drag-and-relate,” drill downs Search assistance Workflow-based alerts forexception managementFunctionality DetailsAccounting and FinancialChart of accounts - Create andmanage charts of accounts for anycountry using locally complianttemplates, which you can adapt tofit your unique business needs.Define individual charts of up to 10segments (or levels), if needed, tosupport your businessesprocesses and reportingrequirements. You can createsegmented charts of accounts thatrepresent your departments,divisions, regions, branches, andso forth.Journal entries - Benefit fromfunctionality that automaticallyposts journal entries from thesales, purchasing, and bankingareas and also either manually orautomatically creates new journalentries. You can search forexisting entries and automaticallyallocate each transaction to aproject or a profit center.Journal vouchers - Save multiplemanual journal entries to a batchto review them before processing.This allows you to verify andcorrect postings if necessarybefore they are entered into thegeneral ledger. Employee directory andadministration, employee time Remote support platform Data migration workbench, dataarchivingManagement Batch Job Production andOptimization Costing and ComparativeAnalysis Production line scheduling Compliance Reporting andLabeling 2020 BatchMaster Software. All Rights Reserved. Rev 2.04BatchMaster ERP Solution Detail6
Tax engine - The patented taxengine has been designed toaddress a variety of complex taxrequirements while maintaining auser friendly interface that can bemaintained by your company'stax professional. The tax enginehas a high degree ofconfigurability, allowing it toaddress known tax requirementsin addition to future taxmodifications.Posting templates - Definegeneral ledger account templatesto save time and help avoidmistakes during the manualposting of journal entries.figures in any currency (local,foreign, or both); and display asummarized budget report thatcompares actual and plannedfigures. To avoid surprises, youcan create an online alert thatnotifies you if a transactionexceeds the monthly or annualbudgeted limit.Profit centers - Define differentprofit centers or departments andallocate corresponding revenueand cost accounts to a predesignated profit center in thechart of accounts.down to see chart-of-accountsinformation.Complete chart of accounts Drill down on the balance field tosee transactions that make up aspecific balance.Accelerated Month-EndClosingAutomated tasks - Acceleratemonth end closings by assigningtasks to individuals or creatingreminders to manage variousaspects of the closing via theactivity window.Recurring postings - Defineyour own postings for regularexecution in accounting andspecify a frequency for eachrecurring posting. With recurringpostings, the applicationautomatically reminds you to postyour transactions.Profit center report - Run a profitand loss statement based onrevenues and costs (both directand indirect) as defined in theallocation rules. You can run it forany profit center, choose betweenannual and monthly displayformats, and compare the resultswith figures for the previousperiod.Control accounts - Identifyaccounts as control accounts andassign them as default postingaccounts for the increase ordecrease to customer or vendorbalances. This helps ensuresynchronization between thegeneral ledger and the subsidiaryledgers.Reversing journals - Reversemonth end accrualsautomatically. By default, reversalof specified postings occurs onthe first day of the next month,but the software allows users tospecify a different reversing datefor each posting, if desired.Distribution rules - Definedifferent distribution rules tocharacterize business activitiesand then locate revenue or costaccounts to the correspondingdistribution rule.Period-end closing - Createspecific postings in the accountingsystem when a posting period (orfiscal year) ends. Transferprevious general-ledger accountbalances from one period toanother.Real-Time AccountingFinancial ReportingFully integrated financials Automate key financial andbanking management activitieswith fully integrated functionality.When you run a transaction, thesoftware automatically posts ajournal entry in the general ledgerso you don't have to performadditional posting or batchprocessing.Crystal Reports - Quicklygenerate real-time financialreports in a variety of layouts andexport them into formats that bestmeet your needs, including AdobePDF, Microsoft Word, MicrosoftExcel, and XML.Exchange rate differences Periodically evaluate your openitems in foreign currencies toidentify differences and choosethe appropriate correctiontransaction.Banking - Track all bankingprocesses, from cash receiptsand check writing to deposits,advance payments, credit cardpayments, and accountreconciliation.Budgets - Define and managebudgets against general ledgeraccounts. Configure budgetallocation methods; define budgetQuick drill down - Seeinformation at the posting level.For example, while viewing thejournal entry for a salestransaction, you can drill 2020 BatchMaster Software. All Rights Reserved. Rev 2.04Multilevel reporting - Createreports that allow your data to begrouped and viewed at all levels.If you need to access lower-leveldetail, you can readily drill downall the way to the posting leveldetail directly from your reportoutput.BatchMaster ERP Solution Detail7
Integrated reports - Createadvanced reports with integratedbusiness information acrossfinancials, accounting, inventory,sales, and purchasing.Sales and CustomerRelationship ManagementOpportunity Management Record every sales opportunity,from lead identification of thecustomer through discovery,qualification, proposal, closing,and after-sales service andsupport. Details of theopportunity include the source,potential deal size, closing date,competitors, and activities.Business partner masterrecord - Manage all informationabout customers, resellers, andsuppliers, including e-mailaddresses, profiles, salesreports, activities, and accountbalances. Use the calendar totrack your activities and performkeyword searches to find specificitems in the calendar.Opportunity analysis - You cananalyze opportunities by leadsource, territory, industry,customer, and item. Reportsshow forecasts and anticipatedrevenue by various date ranges,such as month and quarter. Viewdistribution of leads by sourceover time to identify the mostprofitable lead-generationactivities.Prospect management - Importthousands of prospects fromMicrosoft Excel files or otherstandard file formats, such ascomma-separated value (CSV)files, and then manage andfollow up on activities. Addprospects to e-mail campaignlists, contact lists, andnewsletters. Target prospects orbusiness partners with e-mailand cold-call campaigns.Dynamic reports - Obtain aunique, time-phased view ofbusiness data with the dynamicopportunity-analysis report, soyou can readily spot trends,patterns, and behaviors of salesopportunities and personnel.Customer Service andSupportto a particular event. You canmonitor the status of a call andassign it to individual techniciansor maintain them in a teamqueue.Response time by assignee Follow the communicationbetween a customer and theservice department and track thetime needed
currencies, budgeting, and bank reconciliation, BatchMaster ERP with SAP Business One delivers financial management functionality that will make your business more efficient and more productive. Manage your general ledger, journals, budgets, and accounts payable (AP) and receivable (AR). Conduct all your banking activities, including
SAP ERP For the purposes of this document the term SAP ERP is used generically and can refer to either SAP S/4HANA or SAP ERP 6. When needed, SAP S/4HANA or SAP ERP 6 are refered to specifically. SAP ERP 6.0 SAP ERP 6.0 Refers to the required SAP ERP 6 and EHP level that is supported by this solution
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