Enhanced Visibility and Control: QuickStart’s Serial Activity Module Explored
Posted by Corey Mendelsohn on December 05,2023
Home - Blog - Enhanced Visibility and Control: QuickStart’s Serial Activity Module Explored
Stay ahead in the game of business management with QuickStart for SAP Business One’s Serial Activity module—your key to unrivaled visibility and control over customer equipment data.
Are you an SAP Business One customer looking to gain better visibility and control over your finances? With QuickStart’s Serial Activity module, you can turn your existing SAP B1 reporting and dashboarding tools into powerful pieces of software that will provide enhanced reporting capabilities. In this blog post, we’ll explore the features and advantages provided by this straightforward tool – enabling improved visibility into activity data for quick decision-making and a streamlined approach to financial management. Read on to find out more!
In the realm of efficient business management in SAP B1, the ability to comprehensively track and manage customer equipment plays a pivotal role. QuickStart for SAP Business One introduces a game-changing module known as Serial Activity, revolutionizing how businesses monitor and manage their customer equipment cards’ data.
Harnessing Customer Equipment Card Information
At the heart of the Serial Activity module lies its ingenious logic, tapping into the wealth of data stored within the Customer Equipment Card information. This functionality enables a meticulous review of every customer associated with an item sold, integrating crucial serial number tracking capabilities.
Organisation of Serial Activity Module folders inside QuickStart for SAP Business One
Integration with Service Call Data
But that’s not all. The module seamlessly integrates this data with Service Call information, providing a comprehensive overview of the activity against each piece of customer equipment. This linkage to the Service Calls, Calendar, Customer, and Item Master augments the context and depth of insights available at your fingertips.
Effortless Identification and Tracking
One of the primary objectives of this module is to facilitate easy identification of crucial information. It enables users to swiftly pinpoint serial numbers lacking RMA activity and equipment without any service calls. The inclusion of associated flags simplifies data filtering, ensuring efficient access to pertinent information.
Detailed Tracking and Reporting Features
Every item logged in the Customer Equipment Card undergoes meticulous tracking, including specific delivery numbers. This feature enables seamless tracking back to the original delivery, providing a holistic view of the equipment’s journey.
Moreover, the Recert Flag emerges as a powerful tool, allowing effortless filtering of recertified serial numbers and their respective dates, streamlining operations and enhancing monitoring capabilities.
View of Serial Activity Module inside QuickStart for SAP Business One
Facilitating Future Planning and Visibility
The ultimate aim of this module is to provide unparalleled visibility into customer items requiring recertification. It empowers businesses to proactively manage recertification processes, ensuring items don’t remain uncertified for more than a year. Additionally, the reporting capabilities forecast upcoming recertifications, enabling proactive planning for impending recertification needs in the months ahead.
The Serial Activity module within QuickStart for SAP Business One represents a groundbreaking leap in tracking, managing, and strategizing around customer equipment. By amalgamating Customer Equipment Card data with Service Call information and enabling easy identification, detailed tracking, and proactive planning, this module elevates the efficiency and foresight of businesses, ensuring streamlined operations and proactive customer service.
With comprehensive tracking and reporting features, planning for the future has never been easier. All in all, QuickStart’s Serial Activity module provides an invaluable resource to businesses who are looking to analyze their equipment’s complete lifecycle easily. So don’t wait, contact us for a free demo and take the first step towards modernizing your business’s performance reporting suite with serial activity!
Get the latest Business Intelligence news and views here.view all blog posts
”NewIntelligence (NI) has been a joy to work with."
”NewIntelligence (NI) has been a joy to work with. We were initially concerned that we would not be able to fully use QuickStart as we don’t have an in house IT department. NI showed us how easy it is to use Quickstart and they continue to promptly support us if we have any questions.”
VP Sales & Marketing, Thai United Food Trading Ltd.
”The support we have received from them before and after implementation has been phenomenal."
”As CFO at New West Oil, I selected NewIntelligence as the product of choice for helping to get data out of our SAP B1 database in a more user-friendly and meaningful way. Corey Mendelsohn helped guide us through the process in a very structured way, without pressure, but always with great follow-up and thoroughness. ”
CFO, New West Oil Company LLC
”It is a pleasure to work with Corey and experience his professionalism to ensure we expand our knowledge."
”We are currently working with Corey, expanding our use of the NewIntelligence tools and excellent Customer Service to ensure his solution fits our needs. It is a pleasure to work with Corey and experience his professionalism to ensure we expand our knowledge and find new ways to extract information from SAP B1”
VP Operations & Administration, Trux Accessories
”We highly recommend the NI SAP B1 QuickStart for Reporting and Dashboarding Solution."
”Working with NewIntelligence as our IBM Cognos partner has been a great experience. They are extremely knowledgeable, and their customer service is outstanding. The implementation phase went very smoothly, and they have since remained available, even reaching out to us regularly to see how we are doing with the tool. They have continued to patiently support us and help us evolve within the Cognos tool.”
Director of Finance, Fischer Technology, Inc.
”We see a good partnership where NewIntelligence will help us meet those challenges and empower Arani’s team to access good data."
”NewIntelligence listened to our issues and built a solution that met our needs with the ability to add more users and functionality as we grow. We see a good partnership where NewIntelligence will help us meet those challenges and empower Arani’s team to access good data.”
VP Operations & Supply Chain, Arani
”Very professional and much appreciated."
”Following the IBM Cognos training the main user was very pleased with the sessions. The trainer knew the solution well and the training format allowed flexibility for real life questions… they even used our existing data to demonstrate functionality!! So in general, it was very professional and much appreciated.”
Manager, IT PMO, Domtar
”Their promises have been fulfilled 110%."
”I would like to take this opportunity to thank the NewIntelligence team for having completed the mandate of implementation of their Cognos solution. Their promises have been fulfilled 110%. Following last week’s training, the excitement is at its peak and our people are looking forward to make use of the solution on a daily basis. A big thank you to all of you!”
VP Finance, Regal Confections Inc.
”The experts at NewIntelligence have understood our challenges and guided us very well in our project."
”Since the beginning of our partnership with NewIntelligence, we restructured our cubes, had numerous training and, recently, a major migration. We are very happy with our IBM Cognos 10 release. Our users love the new Workspace tools and they would never go back to the old version for the world.”
Vice President IT, CDMV Inc.