Customizing QuickStart for SAP B1 for Your Industry & Needs

Posted by Corey Mendelsohn on February 28,2022

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Did you know that we can create solutions within QuickStart for SAP B1 that are specific to your needs and your industry? Certain companies that are in the food industry have a challenge when it comes to working with SAP B1 and the variety of places information can be coming from aside from sales tables. Standard items included are typically Sales, Quantities and Cost of Goods Sold. With QuickStart for SAP B1, we were able to create customizations that allowed customer FOODCLIENT to see additional fields such as Trade Spends, Returns and Allowances, and more. This empowered customers to have true visibility on their profitability.

CLAIM BACKS

We isolated Claim Backs for specific larger clients as well as a general catch-all. This then allows us to also have a summary for all Claim Backs.

TRADE SPEND

We isolated Trade Spend for specific types being: Compliance, Discount, Promotion, and Supplier Support. As well as a general catch-all. This then allows us to also have a summary for all Trade Spend.

SALES RETURN & ALLOWANCE

We differentiated between Sales and Sales Return & Allowance.

This reporting model was customized from the base to have additional reporting columns. With this customization in place, it allows the client to run a series of reports as well as ad-hoc requests.

Here is an example of a Claim Backs report by a period with summaries broken down by Customer Group.

They can also run Freight summary by Customer Group by period.

They also have the ability to see things broken down for their different types of credits registered inside of SAP B1. Here is an example of a Sales Credit Report which shows the various types in a detailed report.

Finally giving them full visibility at the customer group level, after factoring in Trade Spend, Claim Backs, and associated freight, to better understand true client profitability.

If you want to know more about how we can leverage one of our modules to give you more visibility on your claim backs or other areas of your business, reach out to one of our Business Intelligence experts for additional information and a free consultation.

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