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User Manual - NSD Software Editor

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1. ji ji i ji ji Ii I T if i Ji Ii ji ji Enina Point Froute isi otero TA pss xa JS sic vo co NNN cuts so Enter Document Type A number is automatically assigned to the Sales Quotation Fill in the rest of the Sales Organization fields and delivery plant Dates for the Quotation and the Quotation validity are filled in automatically by default You can Rip change them by using the calendar icon Fill in the shipping information Remark you can search for recipients by clicking 48 En To write a remark about the Quotation click 2 in front of field Remark The editor opens and you can start writing your remark Click Ok when finished 7 Enter the product by using the drop down menu Some values are defaulted You can change them by overwriting them Fill in the rest of the information Note When the pop up window opens to search for Material you can either enter some specific search criteria to narrow the search or click to list all materials Ester Technieai Dela Window GS CGCiciE 4 D ERP System Decurerties o so e Junio JO Sales mos 0001 OeliveryPlant 0 J Search Parameters Material Category z row Ci O otmeno 7 sacio Y Siew f IA Ef mel z o t N same m pom azas eli coo Pivavatay Co Y ma en Materia No Pros Tera Manada Tete tr ald
2. A Em Gedtwes fT se ores Y TT z Cromo bate Ret Date B Beles Ofice El nun e Yor Ret Deneyen ETT Feo G custerner no el a mil Z Ema ShipTo esse mml Agent zi e m Incoterms E Rayment Tene Currency f ES d te ETa Fp fa Proovanate Prorgpate El roma A Requested Data a fete Description Quanti Fes aoe Ras munt Amount Curency SusToial Additional Cost Amount subas y A at j i a I i Ji El i S al I T a J O ar i a DR a il i li i i ji aif al mR a El T 1 i T is enana Point En route Defra Dae E exec cao sueco M canon cet MM cr Click 9 in front of Number to choose the Sales Order 3 Proceed as in steps 2 and 3 in Maintain Sales Quotation to select the Sales Order to be maintained Proceed as in steps 3 to 14 in Create Sales Quotations to maintain the Sales Order Display Sales order To display a Sales Order 1 From the CRM Sales Documents gt Sales Orders double click on Display Sales Order 2 Click S in front of Number to choose the Sales Order to be displayed 3 Choose the layout or create one if you want to have the selected Sales Order on a report form Sales Order Management This represents the cockpit for Sales Orders ie you manage Sales Orders Create Maintain Display Sales Orders Here you can also check the Delivery dates for a Sales Order 1 From the CRM Sales Documents gt Sales Orders doubl
3. NSD ERP SYSTEM Customer Relationship Management CRM menea CRM User Manual 3 Choose the Layout template from the drop down menu Layout See the chapter on Creating a Template for Quotation if you need to create other templates 4 Choose the format for your template PDF XML 5 Fill in the necessary fields for every Tab Delivery Invoice Vendor Reference Head Text Validity Date and Term Conditions 6 If necessary Add additional costs in the Tab Additional Costs below the Material list NSD ERP System Create Purchase Order Ex Elfo Puentes Pompe ET E Roc PoDate 04 01 2002 PoNo fi Povear 2009 Delvaryinvcice Vendor Reference Head Taxt valdtyDate Terns conations TemeOtPey Vender Currency AED J AED Tems ot Delve f Material No esitinfon Since _Quarkiy Ut PO suet Asters cost Tatsi Currency gt a E A COTA i i C I f f ji i E e E i ji m ji E I 3 i y a a in Tad Code Amount Currency Y 7 Click Run Preview button 4 on top of the screen besides the layout output format Maintain Purchase Order This functionality will allow you to change or complete an already existing Purchase Order 1 Double click on Maintain Purchase Order 2 Enter the PO number or search for it using the different filters shown in the following picture NSD ERP SYSTEM Customer Relationship
4. oncore f pontem f tocan E El pons eh rosa f apoyaron E oe aia rose croup f PES rememora el O Tempo ef A a ran El Horo Ses ua hon cameos Esmas VA q AA rronperana sunaren Tl eee 2 Fill in the fields especially fields Comment Class Comment Type and Score 3 Choose the report support that you want PDF HTML through the dropdown menu y 4 Save your Query by clicking on E 5 Click on Print Preview 21 to print your report NSD ERP SYSTEM Customer Relationship Management CRM PRODUCTS MANAGEMENT A Products Hierarchy Products hierarchy is used to give a user a tree wise structure for the products to be sold or purchased In this graphical representation of products you can search a product visually This functionality is optional and as stated earlier it is made to ease user s reading of products structure Create Products Hierarchy In this step you will learn how to add a product to a tree from the root or sub roots 1 Begin by double clicking on Create Products Hierarchy You will get Mate al Hierarchy formation variant Name E Master Created By Changeday Beanbate emo oa N If you want to create a NEW Root DON T highlight don t click on any product Instead enter directly the Variant code number and the description of the Root product and click on create o 3 If you want to Add a product to
5. Deumert Toe 7 mh Saree hunter 10005 Grettavea FOC FOLK Sepre Crec e SSaksaves 0000 00 ES Creates 030200 reia a Saos once 2000 gt oa Group 000 fener Sos vonne Davor Pant 1000 Fok sheproL LC T congiet vaer casters 7 2 fzaci Mao CIS cai loraaarns0 mro Y shots fiat Train 19 vasos Driver Name Babua Mono Tuckna 92057 o ater ere ton Lara rca cost erage E Peynent Tone Pava win o0 dans oran Curener foso mae ser 367 WO ed era foenozooe Pelea A Priceveteiy 000 Prion Date 207103000 E Remark fo00 Requested Date foeroroos E Deserpiion Cuaniy Bonus Unit eke MU Ame CumeneySubTob Adsitionel Cost Amount SubTotal mo h i jolecalanegaso few ef foa fo ue hooo E E a n AS H 1 AAA i T i il i E a f WE I i H E I EH I Ii jisi i E a i i Ii 1 ilj l IO A a o Dole bate MEE E sc E EEFT NEE ono R n T 4 5 Make any changes you want refer to Create Sales Quotations explanations 6 Proceed as in steps 12 to 14 in Create Sales Quotations Maintain Sales Order Here you can add or change data in an already saved Sales Order 1 From the CRM Sales Documents gt Sales Orders double click on Maintain Sales Order NSD ERP SYSTEM Customer Relationship Management CRM 69 CRM User Manual
6. Product File Product Management C UTILITIES Quick Material Creation Material Status Management Material Status Changing History D REPORTS List of Materials VENDORS MANAGEMENT A VENDORS HIERARCHIES Create Vendors Hierarchies Maintain Vendors Hierarchies Display Vendors Hierarchies Delete Vendors Hierarchies B VENDORS MASTER DAT Vendor Action Adda Vendor Hold Vendor Data Maintain Vendors Data Display Vendor Dat Vendors Management Creating Search criteria Updating changing a Search Criteri Deleting Search Criteri Maintaining Vendor Data Displaying Vendor Data C UTILITIES Quick Creation Vendor Status Management Status History D REPORTS List of Vendors Vendors Structure NSD ERP SYSTEM Customer Relationship Management CRM Vendors Comments Evaluation Vendors Communication E PURCHASE ORDER Create Purchase Order Maintain Purchase Ordes Display Purchase Order SALES DOCUMENTS A SALES QUOTATIONS Create Sales Quotation Maintain Quotation Data Display Sales Quotation Reject Sales Quotation Sales Quotation Managemen B SALES ORDERS Create Sales Order Manually Create Sales Order with Reference Maintain Sales Order Display Sales order Sales Order Management C SHIPPING and TRANSPORTATION Create Delivery Document Maintain Delivery Document Display Deli
7. orgeno Iys stip To Ea i E I i i i E i El T f i E f i El Sse B f SE La i i E f T i E i i gt JA G 2 Select the Shipping Point from the drop down menu 3 Select the Sales Order from the drop down menu 4 If you want to see the delivery schedule click El bee siti aie elven het You will get something like Ava sa Documente EY poos 8 A Epea TETE cea eae cate osoro mom E easton onion Soup 005 rumor sae you rer 20062 Dever pami 7000 Far Shopng ce E corset Beary ctonerno 1 o mtf amaf S snot E fes 9 vass Si eal w Avent 5 hiso eml Incoterms gt Era osos sof Requactae Date 0510172009 tego a fresat e SETTE f i i i i E i F i f I T I f 1 i as y f i ji f f T T f curs sus Dats romanas 240122000 Transporaton Lead bote 1471 2 2008 A Paungo paramo Piero bas ZAAI tenat rt Date EMO NSD ERP SYSTEM Customer Relationship Management CRM 5 Click to go back to the initial screen Create Sales Order Delivery 6 If you want to see the Sales Order Delivery Status click You will get something like OB 0O o 4 4 KESS a o na a 6 ea a a Sets ten 000000 od EEE cresteoae oao reos E Sales Offce 5003 Pubes mHE NES Tarnat AGIOS Delivery Plant 1000 Folk Shippin
8. Test tortie tne ald Teeraa tie va es ar sa 1 3 8 To add another product click 9 To delete a product select the product line and click 2 10 At any time you can select a product click on it and lick on the following icons at the bottom let of the screen to see information about a product material click see material sales information click see notes about a material click see the material picture click see all deadline due dates about a material click EH 11 You can also maintain or display directly from this screen by clicking on the following icons on the top left of the screen Show Quotation history click SE Show Quotation Conditions click NSD ERP SYSTEM Customer Relationship Management CRM Show Shipping Modes click e Show Customer Pricing click e Show all credits used by the customer from his quota in all sales organization with details click Show the credit granted for the customer in all sales organization click amp Show the exchange rates used click Choose the layout that you want to use for the Quotation through the Layout drop down menu or edit it by clicking 41 Run preview by clicking Save E Note that if you save BEFORE you run preview the Quotation will be closed and you have to preview it in Maintain Quotation Maintain Quotation Data To add or change data in an ALREADY saved Quotation proceed as
9. umes SH duiel Mata romo Sk Nate le 3 Click the execute butto 4 The material status history is displayed D REPORTS List of Materials You can have a report on all material used by your company through this functionality This report has been configured to give a list of all materials used Just double click on the List of Materials Like for all other reports you can set up which format you will be using the report with Pdf Xml NSD ERP SYSTEM Customer Relationship Management CRM VENDORS MANAGEMENT A VENDORS HIERARCHIES Vendor hierarchy is a graphical representation of your vendor structure With this functionality you can search and select your vendors graphically and visually The procedure is the same as the one found under Products Management Create Vendors Hierarchies In this step you will learn how to add a Vendor to a tree from the root or sub roots 1 Begin by double clicking on Create Vendors Hierarchies You will get Create Vendor Hierarchy fr oh cor Name El a II shining Spare Parts Created By REIN Changed Besin Date 03 Jan 2003 End Date minasa a 2 If you want to create a NEW Root DON T highlight don t click on any Vendor Instead enter directly the Vendor group code number and its description and click on create O If you want to Add a Vendor to an already existing Vendor Group click highlight the Vendor Group 4 Enter the Vend
10. E For sapins TE af z tro i Pasren Toms Sacar Terms ofPayment Zeuneney xen ff JED Email Vessel wo Your Retrence 25003 eroate a atenta Nero Guam Un LR Tetai tems Amount 2200 Total tems Discount Tetens ceca 2200 saasustaio Mat towed nacat E Butevaocomt 05 Tasen aED Cranes cost Ley Discount ammount B Niaman pa 5 Proceed as in Create Billing Document above to change or add data 181 NSD ERP SYSTEM Customer Relationship Management CRM 6 Save your entries Bl Display Billing Document You can display an already saved Billing Document by 1 From the CRM Sales Documents gt Billing double click on Display Billing Document 2 Proceed as in steps 2 to 4 in Maintain Billing Document Post Billing Document 1 From the CRM Sales Documents gt Billing double click on Post Billing Document Integrated Solution Technical Data Window Billing Docu El Posted CunPosted SA Customer Customer NOBIILType BLINO I i E I E i i l E i i I i fl i a Se 0 2 On this screen you have 4 search filters Posted Unposted All and by Customer 3 Choose the filter you want an click you can change filters as much as you want 4 Select the line billing document you want to post and click 5 You can a
11. Enter a description for your Search Criteria and hit Click on a material to select it Choose an infotype to maintain for the selected material through the drop down menu Infotype gt au aw Here you have the options to either Create o Change Plor Display the infotype for the material Don t forget to save your data if you Create or Change it by clicking on 9 Hit to go back to the main screen Product Management NSD ERP SYSTEM Customer Relationship Management CRM C UTILITIES The utilities section will allow you to create a Material rapidly instead of doing it through an Action and then later on you can maintain the other data In addition you can change the material status block it hold it for sale or hold it for purchase etc or display the history for a material status changes Quick Material Creation To quickly create a material 1 Double click on Quick Material Creation Integrated solution 1 ooo hh Retna Description Industry Sector zi Category z SubCategory Fl Hierarchy z Moterial Status 1 valid Netwetght D Gross Weight D maenaicioup 100 rose cst _ T E Material SubGroup 1 E Sizeinension Materai Type fU Ifotrers Material SubTyoe 0 Elfotrers Enter the code which came with the material if you desire in the field Old Material Code this is just for referenc
12. You will get the first screen for material Information which will look like vise Mecsas the ee canny m Ses To Vow Swear Eres dr Tot ctr Material No esco grum sene 9 nosis e a OOOO smen rea mew Tr re jor Ed 3 After completing the fields Material No is given by the system click on execute You will be taken to the second screen such as material Mo E OOOO Descupllan Tesina WeteriatAcion 33 Begin Date 03 DES 2008 End Date 01 JAN 3999 Creten NSD Changed By OOOO Onision gt i e I eatesow croup gt If cmt weteratcede Mmausi Sector ci enon sty Measure Unt mr INF Material Group 10114 Ois lubricants gesses Material Tepe NLAG Non Stock material Marareny 00062 SC i ean cagon OO A EQ Netwelant Grosswveiant LN Volume ml a L Packsain erou ni NSD ERP SYSTEM Customer Relationship Management CRM 4 Save by clicking on Bl 5 Click on continue a with the rest of the screens don t forget to save your entries at each step Maintain Product Data As in all maintenance functionalities you can do this only on already existing created material This functionality will allow you to change or complete missing data screens 1 Double click on Maintain Product data You will get a screen similar to the following keep in mind that the tree on the left pan is CONFIGURABLE ie it
13. 10 If you want the chosen Vendor to be a Vendor Group instead change it From a sub vendor To a vendor Group choose a null value no value in the Master drop down menu NOTE At any time if you want to display the Hierarchy Tree with the Vendor codes click on Display Vendors Hierarchies As in all Display functionalities you can ONLY see the Vendors information and you cannot change any thing 1 Double click on Display Vendors Hierarchies 2 If you want to display the information on any Vendor double click on it and it will be displayed in the section on the right pan 3 Here again if you want to display the Vendor codes along with the Vendors click on Delete Vendors Hierarchies You can delete a vendor or a Vendor Group Vendor root from the Vendors hierarchies by 1 Double click on Delete Vendors Hierarchies 2 Double click on the Vendor or Vendor Root 3 Click on X 4 Confirm the deletion B VENDORS MASTER DATA Customer master data contains the shared information about Vendors The 4 functionalities of the Master data are gt Vendor Actions to be used when creating a NEW Vendor gt Maintain Vendor Data to be used to change the data about an EXISTING Vendor gt Display Vendor Data as the name implies it this is to be used just for viewing Vendor data you cannot change any information in this functionality This mode will show all the infotypes screens containing data that are either complete or n
14. Bf Bl El Stppraport racetaon zere pue mare Orders Type So De Customerhio ShiaTa 2 Enter the Shipping Point through the drop down menu lt Click A Select the line containing an Order You can either Display or maintain a Sales order Click 9 to Display the Sales Order or Click to maintain a Sales Order aun Rw Delivery Document Posting This is the last step in a Sales Order process After the Delivery Document has been made we are ready to post it so to close the Sales Order and then the system will follow to Finance if available 1 From the CRM Sales Documents gt Shipping and Transportation double click on Delivery List by Order 177 NSD ERP SYSTEM Customer Relationship Management CRM CRM User Manual a a aa e A AA AAA A A T ji le al ji ji ji I f I i le all I I f I ji f I I i I iI ji i li ji I i i iI ji ji li ji li 1 ji i I ji i ji 1 it ji I L I ja I 11 iL L IL jE JE ji i i 1 ja a jE is ji li l ji i ji ji lf Ji ji T ji IL al T I ji li ji ji i i ji i T T I T T E ue Topo MW underProcessng El resayraros MY posea A 1 2 Enter the Shipping Point through the drop down menu 3 You can list the
15. Menu Click on System and choose IMG NSD ERP SYSTEM Customer Relationship Management CRM Page 18 1 Technical Data Window BOO om ABE m Main Tri E n NSD ERP System Easy Navigation System 804 48959 99 2 5 2 Qu and Controling 2 Standard Mode Sales amp Distributions Production Customers Relation Management Customers Management Customers Hierarchy Customers Master Data Utilities Repons implementation Guide MG de conoral Settinge turn Rescurcos Financial ro production Processing Sales Distribution Activities D amp Enterprise Structure user Administration amp Material Mar ament Financial and Cantrolling Purchaeing Managment Car Managment System CMS Cra Customer relation management General Configurations pum Documents Print Variants Employees Customers Master Data Prieina Quotations amp Orders 3 Enter Code number and Description for your variant Training Template in our example NSD ERP SYSTEM Customer Relationship Management CRM E IRE 4 Save your variant by clicking on icon 42 5 Repeat step 3 and 4 for other Templates 6 Exit the variant creation by clicking on Exiticon E 7 Exit from the IMG by clicking on l B Creating the Template From the Main Menu Sales Documents and Sales Quotation 1
16. System ise cres 4 Highlight the Node under which you want to transpose from right panel to left panel as shown 5 Choose the step you want in your Tree and click 4 NSD ERP SYSTEM Customer Relationship Management CRM isoenesvsren CRM User Manual Create Date 12 86 2008 user ponn Desert Variant 0 Tod ri AS TE a my ome Laa Bx My Contacts ae gt Receptions HR Hunen Resouces 4 ereere PEF C0 accouning and Certrcing MM Moteriai Management qE sales amp islas a prasacton b customers Retin Management ds nS Authorizaten Gp nD Sycton Aaniistration 6 Repeat step 5 to populate your node 7 If needed create other nodes by repeating steps 3 to 5 Remark You can create sub nodes by clicking on the root node then 8 Save your work by clicking on ll 9 Get back to the previous screen Desktop Manager by clicking on e Note You can toggle between the Main screen and the Manager desktop by clicking on sel Main screen or sel Desktop Manager NSD ERP SYSTEM Customer Relationship Management CRM CUSTOMER RELATIONSHIP MANAGEMENT A Customer Hierarchy Creating a Customer Customer hierarchy consists of a graphical tree display of customers You can create your customers graphically in this step and later on manage their data This is how we can add create a customer to the hierarchy 1 From the Main Menu
17. T f f i ji ji i I ji T I I T f T T Report Formatia je Raisi Roson 2004 Tos Erpercive T Regiae misiba Reket Reose W tick 4 to search for the quotation Proceed as in steps 3 and 4 in Maintain Sales Quotation to list and select the desired quotation Here you have 2 options either you reject some given material s or you reject the whole Quotation e To reject materials one by one select a material by clicking on the line it contains and select the reason through the drop down menu If you leave the reason blank it will be filled by the reason given to the whole Quotation at the bottom of the screen To reject the whole Quotation select the reason at the bottom of the screen then tick Replace Existing Reject Reasons and click execute Y 5 This will give status Closed to the material or the quotation FON Sales Quotation Management This represents the cockpit of the Sales Quotation From here you can manage Create Maintain or Display a Sales Quotation 1 From the CRM Sales Documents gt Sales Quotations double click on Sales Quotation Management a ODB OCOOC o E 40 B n a e a ocras custear zi Dineen EN amore sil onocategory E out uta Stab AL D Epeei vay v Buctation No Type Customs No A A E i ii ji ji i i l E i T sa OC Perana undor Procase ica fl rok
18. an already existing Product category click highlight the Product Category 4 Enter the variant code and its description and click E 5 Repeat step 4 for other products under the same Product Category or step 3 for other Products 6 Save your entries by clicking on save E Maintain Products Hierarchy This functionality will allow you to change edit the product hierarchy Here you can change a product place from one Product category to another product category for example or make a product as a NSD ERP SYSTEM Customer Relationship Management CRM 131 product category To illustrate this let s take an example We want to move the product Under Test Product from Product Category 8mtrs pipes to Product Category Test Product fe ineeratca solution tam Technical Dala Winds GO OCG elf 46 E Material Hierarsny Intermation vanar Name E actor resteday Changed By begno PO aaa o o o iz 1 Double click Maintain Products Hierarchy 2 Double click on the Product you want to move in our example Under Test Product the section on right Material hierarchy Information should be filled with the product information Pao SOUT System Technical Data Window Gh OGG e Hide Materia Hierarchy Information To E Master 00002 rts pipes crates By OMN cangen By IAN Begin Date 01DEC 2009 End Date muas ele 3 Click on the Master drop down menu and choose where you want
19. and in the Customer Hierarchy double click on Create Customers Hierarchy 2 On the Create Customer Hierarchy screen highlight the Customer group left Pan Tree where you want your customer to belong to in our example it will be under Charter Logistics of Chartering group UD ea e apie Sw sol ERTE Creste Customer Hierarchy ree cose I Name E A ta etn inician Srwalod By ADMIN Changed By nasra hora Begin Dats TENDVZI0G End Orava Pano MaLa based cetonas D Enter the Code and Customer Name Click on create icon OI Save by clicking on 8 Repeat steps 2 to 5 for other customers Exit the Create screen by clicking on NDA Po Deleting a Customer from the Hierarchy Deleting a Customer from the Hierarchy DOES NOT delete the customer from the database It only deletes it from the graphical display To do so proceed as follows NSD ERP SYSTEM Customer Relationship Management CRM 1 From the Main Menu and in the Customer Hierarchy double click on Delete Customers Hierarchy 2 Choose click on the customer you want to delete from the left pan tree 3 The fields on the right pan Delete Customer Hierarchy should be filled up 4 Click on X 5 Exit from the delete screen by clicking e Remark At any time if you want to display the customers along with their codes click on CUSTOMER MASTER DATA Customer master data constitutes
20. as in steps 1 to 4 in Maintain Quotation Data with the exception this time that you have a display icon instead of 1 NSD ERP SYSTEM Customer Relationship Management CRM EREE EA SOTO NSD ERP System Se ace EL FL e liz vatios i E Ecco a Sales Aroa LL ig ton vala From arf Bales Omes hs Group Creditarea f a EI customers a 9 arto Ema w ship To al 9 verse ay Agent af 2 m i Poymect Teme Currency T Ree a lem faj preevvanaty Piong bote E remar Requestes Date ES F en a mis Unt Fate Mint Aoun UNES Subtotal Adomonal cast AUN Set are sia asa i i i E i T Reject Sales Quotation By discarding or closing for any reason a whole quotation or just some materials in the quotation and hence change the status to closed we use this functionality 1 Start by double clicking Reject Sales Quotation from the CRM Sales Documents gt Sales Quotations NSD ERP SYSTEM Customer Relationship Management CRM NSD ERP SYSTEM Customer Relationship Management CRM PE Intesrater SANON tation Material ocho 1005 Nabe 1 usan la is ype GT facto Solos Area 0500 00 05 Fok Sipang CF Sing Ses ae uns uae en mae rece x Bo se i 5 T ii i
21. obtain a list of Vendors by specifying any or all of the Vendors by Group or Sub group by Account Group by Status by Country or by Area or Sub area From vertar From acount ercup E ross ee To Account Group I eee Emile Te E a El san Esa A atid E no MDO ae E To Area il EEEE El To subarea J a Find EEE NSD ERP SYSTEM Customer Relationship Management CRM 1 Fill in the desired fields to list the Vendors 2 Choose the format you desire your report will use from the drop down menu as in the figure above 3 Click on Print Preview Notice that for this report you get an output with vendor s code name and country and status Vendors Structure This report uses the same screen as the one above List of vendors However the output will have columns about vendor s code name group subgroup area and sub area Vendors Comments Evaluation This report contains in addition to the List of Vendors report the fields about the Administrator who evaluates the Vendor and the Score comparison Therefore in this kind of report you can display the comments made by a given Admin or a set of Admins and also by giving a reference score pasate ST Technical Data Window Beala 406 a ornmerts also Eg Fram vena f O i To Vender zif To Group x From Accost Grow i From SubGroup z To Account Group xj T
22. s the client who determines what infotypes screens of data have to be in the tree l Ja Sinai tree tra wee aie eta ee materano T Deseret Putco Vie Indust Secor Sale Tet Wiese ar Parameters AE maracay l mael El E E Mim E if al a emo sam E aa ene cose ienainc Da Cu la En an Fest ted aa da east vas N Choose the material to be maintained through the drop down menu Material No Notice that if you want to have a list of all material click on execute 4 without entering any parameter in the Search sub screen pop up window 3 Click on next to the Material to be maintained NSD ERP SYSTEM Customer Relationship Management CRM Matania Materii no E esco Deze a aas oi ray stn gt Eme Category 10000 Eraso and gasoline engine component Sale Tet View unctegory HBE Overaton Sueles perona wne Status no i vaa Maasum Unit GAL atrial Forms sof iC e a Sroupia t00 Fo 380 est suegro ia 7 Fates peta 0 omer susypela james 4 You will notice on the left pan that the empty infotypes have a red cross I white those who contain data have the mark 4 5 To choose an infotype to maintain you have 2 options either choose it through the drop down menu Screen in Material Forms section or just double click on the infotype in the tree if it shows there Fil
23. sets out what screens should be included in the action Block Customer Account The same principle as for Customer Actions this action will bring successively some predefined screens to block a customer It starts by double clicking on the Action name ie Block Customer Account which brings the main screen where you will input the customer number Customer No and then fill in the rest of the required fields Notice this time you input the customer No and NOT the system which is quite obvious B Maintain Customer Data This functionality gives you the opportunity to add change or delete any data related to a Customer This is where you can take over the screens you missed didn t complete in Customer Actions above The tree for maintaining customer data is also configurable The good thing about this functionality among others is that once you enter the customer number the system will inform you immediately about the infotypes screens already maintained icon 3 or not icon 8 in front of the corresponding infotype NSD ERP SYSTEM Customer Relationship Management CRM Page 12 Another facility is the fact that you can choose the infotype directly from the drop down window by clicking the arrow in front of the field Infotype This is useful in case an infotype has been omitted in the tree for the Maintain Customer Data Once you click on the Infotype drop down arrow
24. to displace the product you have chosen in our example to Test Product Variant code NSD ERP SYSTEM Customer Relationship Management CRM nO Siem Techsicelae Window BBie6 6 o E ABIB tena Hear Information Variant 0001 en Find 000 e Cade Name vont Pipes 00002 Bmus pipes Undor Tost product 4 Click on change 1 5 You should see the change immediately on the tree 6 IF you want the chosen product to be a Root product change it From a sub product To a Product Category choose a null value no value in the Master drop down menu NOTE At any time if you want to display the Hierarchy Tree with the Variant codes click on Display Products Hierarchy As in all Display functionalities you can ONLY see the Products information and you cannot change any thing 1 Double click on Display Products Hierarchy 2 If you want to display the information on any product double click on it and it will be displayed in the section on the right pan 3 Here again if you want to display the Variant codes along with the products click on 8 Delete Products Hierarchy You can delete a product or a Product category Product root from the product hierarchy by 1 Double click on Delete Products Hierarchy 2 Double click on the Product or Product Root 3 Click on X 4 Confirm the deletion NSD ERP SYSTEM Customer Relationship Management CRM B Products Master Data Th
25. 7 fs Enplowe Suscroup 1 Era Stabe 7 Paro avoa F ey 2 Enter the Employee number through the drop down menu Some of the fields may be filled in by the system if they contain data otherwise fill the empty ones through the drop down menus you can change the existing ones 3 save your entries by clicking on BI Maintain Employee Data You only can perform the maintenance on already existing created employees This functionality allows you to change the data entered in Hiring 1 Double click on Maintain Employee Data 2 Enter the Employee number through the drop down menu Click on change icon 1 That brings to the Hiring screen but this time filled by data Change the fields you want E If you want to change or load Employee picture click on If you want to do Employee Assignment reassignment click on S AAU Pw If you want to load scanned documents passport driver license NSD ERP SYSTEM Customer Relationship Management CRM NSD ERP Syete ERR E D mee co pa ma as proa Sean Doc Doe homo E cI al E O ST kei il 8 Click on E 1o download the scanned doc 9 Add any comments on the right side section Doc Memo of the loaded picture 10 Click on to add another scanned doc 11 Repeat steps 8 to 10 for other additional documents NOTE To upload scanned documents ie put th
26. A sort of grading or commenting on the employee Employee Comments A Employee List 1 Double click on Employee List NSD ERP SYSTEM Customer Relationship Management CRM elas y once f ranas E To Comore Totisontty z mmsas zi trompetas I ross sl Totes monene f FenPerotaves i a f Torenia l onzepsieciop someras Erze E tomosecow temante contratas I cusco f ma vorororaares E owucamal ma owon oo srinrocmasintos f opuca e A E oupuecoumns pr 2 Fill in the search criteria 3 Write a description for your report in field Report Title 4 Click on drop down menu for Output Column 1 to choose the first data to report on Remark At any time if you make a mistake or want to delete a chosen data for a column click on El 5 Repeat step 4 for other columns 6 Choose the report support that you want PDF HTML through the dropdown menu pmc 7 Save your Query by clicking on El 8 Click on Print Preview 2 to print your report B Employee Comments If you want to search employees by score or by comment class and comment type for promotion or just for any particular comment for example this reporting functionality is just what you need 1 Double click on Employee Comments NSD ERP SYSTEM Customer Relationship Management CRM
27. Delivery documents available by Ready to post delivery documents finished e Already posted this is just to display the Sales orders closed Under Processing documents not finished or All documents available 4 Click Y 5 Select a document by clicking on the line it contains 6 You can choose either to Post the selected document by clicking on 2 Display the selected document by clicking on 4 Maintain the selected document by clicking on 1 or Create right from this screen a Delivery Document by clicking on Ll and follow the procedure described in Create Delivery Document Notice the color codes in front of each Delivery document line and their meaning explained in the bottom of the screen NSD ERP SYSTEM Customer Relationship Management CRM D BILLING Create Billing Document 1 From the CRM Sales Documents gt Billing double click on Create Billing Document ES inegroted Solution chnical D Biling Type ER Find 000 Eirg oosunet cose i 7 Code smeo E e cit erev AE Order ing Delivery Document 0002 ing Sales Order Additional Cost 0003 ing Delivery Additional Cost 0004 Manuall Billing es Eind Ok Cancel N Enter the billing type you will be using with your customer through the drop down menu Depending on the billing type you have chosen you will be prompted to enter one of the parameters Sales Order or Delivery Referen
28. Double click on Create Sales Quotation 2 On the screen Creation of price Quote click on Output design icon NSD ERP SYSTEM Customer Relationship Management CRM Sales Document Print Variante Code vealed By ChangedBy Begin Date Erd Date po ferar EJPOMN frowns pecct 2ora ortan o90a 0000 Sates Quotatens E N i FEJOLZ003 JAN _ fonia Sales Orders Bani i heua nanaon E MT al r I DF NSD ERP SYSTEM Customer Relationship Management CRM Bh vor tone amen n ca GA e etn onal daa el A egin SESE Reno ac io E Em ES O o AS TAE rn AA 3 On the Flexible Sales Document Report Variants screen click on the Pull down menu to select the Report variant KI Sales Document Print Variante Code Created By Changed By Begin Date End Date po fear BJA owns pe ocr2m08 _ orJmn oaca 6000 Sales Quotaens EJADMIN heca rana n010 sares Orders Elan bb 4 In the Head text type in for EACH LINE the header content by choosing the different formatting options Underline Font style Font size and Font color 121 lumens CRM User Manual 5 Move on to the Sales Documents Details and do the same thing for the style formatting Use each time the drop down menu to make a choice for each field 6 Save your work by clicki
29. Management CRM En em Technical Data aBa ol erated SN Search Purchase Order iile ae A ew oos Fa Tre i pono Ea gt 3 i ope Pone Povear Pode E E E Click execute Double click on the PO to be maintained from the PO list Click on the change icon a Fill or change the desired fields do the same as in Create PO Save El Non PO Display Purchase Order This functionality works exactly as the Maintain Purchase Order with the difference that here you CANNOT change or update the data and hence the change icon 1 is replaced by the display icon NSD ERP SYSTEM Customer Relationship Management CRM SALES DOCUMENTS A SALES QUOTATIONS Create Sales Quotation To make a Sales Quotation proceed as follows 1 From the CRM Sales Documents gt Sales Quotations double click on Create Sales Quotation Saad ARA tao Sica 7 wm tecd Dore foon toanet tye 00 loge cuan hunter 0011 unsien Date ainoa M O od Aa uste Vin ariana MI To a Sales Oc 5000 butai Group 000 fe sae reas FLE Fou Shnera croon aros Deier Plant 1000 Fa enera Le 89 amien fE finra senge a ami EEI 2 siot E CET 9 vexed Sine So ant El ton Lema interns a Rae 957 al al A Preevatay Soo OREN A requried oai i0 E rot E AA IIA po O A i es se co A E I
30. RM 3 Once you have chosen the customer double click on the desired infotype on the left tree and you will get the display information 4 Click on to get back to the Customer file and you can repeat step 3 for other infotypes UTILITIES A Customer Creation This functionality is called Quick Customer Creation It is different from the Customer Actions in that no other screens will follow this one The Quick Customer creation summarizes the most important fields information that are needed to create a customer You can later go to the Maintain customer data to add other data about the customer Here again you don t enter the customer number but leave it rather to the system to assign it B Change Customer Status When a customer is created the system will assign him automatically the status 3 Customer ie active If you want to change his status for example Block him or black list him etc it is with this functionality that you can do it For any change in status there is a reason and the system will keep a history of the customer status changes along with the reason NSD ERP SYSTEM Customer Relationship Management CRM Page 15 REPORT C Customer Management This functionality represents the cockpit of the Customer management From this you can access any data about the customer or make search besides other functionalities that we will see in the following The main s
31. User Manual NSD ERP SYSTEM Customers Relationship Management CRM www nsdarabia com Copyright 2009 NSD all rights reserved lumens CRM User Manual Table of Contents A acini niente MANAGER S DESKTOP wsssiiccccenuresssemesseriiecstnnizeierd CUSTOMER RELATIONSHIP MANAGEMENT A Customer Hierarchy Creating a Customer Deleting a Customer from the Hierarchy CUSTOMER MASTER DATA A Customer Action Add a Customer Block Customer Account B Maintain Customer Data C Customer File UTILITIES A Customer Creation B Change Customer Status C Customer Management Creating s Search criteria Updating changing a Search Criteria Deleting Search Criteria Maintaining Customer Data Displaying Customer Dat Creating a Template for Quotation A Creating the Template variant B Creating the Template C Creating a report header with a LOGO EMPLOYEES Hire New Employee Organization Assignmen Maintain Employee Data Display Employee Dat Employee Management Employee Reports A Employee List B Employee Comments NSD ERP SYSTEM Customer Relationship Management CRM PRODUCTS MANAGEMENT 31 A Products Hierarchy Create Products Hierarchy Maintain Products Hierarchy Display Products Hierarchy Delete Products Hierarchy B Products Master Data Product Action Maintain Product Data Display Product Data
32. ce NOTE If you choose Billing Type Manual Billing a blank screen will pop up and you will y have to enter all materials and other fields manually usually not recommended because it s time consuming 4 At this stage You will have the possibility to Display the Sales Order status if the field Sales Order was activated by the Billing Type by clicking on Sales Order Delivery Schedule if the field Sales Order was activated by the Billing Type by clicking on 49 NSD ERP SYSTEM Customer Relationship Management CRM NSD ERP SYSTEM Customer Relationship Management CRM Delivery Document view if the field Delivery Ref was activated by the Billing Type by clicking on El Delivery Document if the field Delivery Ref was activated by the Billing Type by clicking on 5 Click on Y BEGG olf 4418 NSD ERP Sy Ba IG ae Laat F prucss 6 Bina Counen tet Saes Org 0000 00 00 Fax Shppng LLC Fak Shprng Bunker Ses Greaitarea FLX FOLK Shopng Cream Area Bling ype 0001 Surg Deivery ocur ing Cose 200021 Crate pato 06172000 Gales Dee 0000 oar aug 00 Famer same Biling Date 00003 E Greateaay WIN 8 customer it ho 9 sates tan El Dalvey Pint 7000 fren sping ce af zo af z Payment Tenra 1 a Soumen fi en Email osea J mol Yur eterence 0003 Ferias fe Mat
33. creen appears as NSD ERP SYSTEM Customer Relationship Management CRM Creating s Search criteria You can create one or many search criteria and save them for later use You can for example create one search criteria for ALL your customers another search for all customers in GCC and another one for all BLOCKED customers etc This is how you do it 1 First enter the search criteria by choosing and filling the fields needed Examples e To search for all blocked customers fill in ONLY the status field by choosing through the drop down menu Block and leave all other fields blank To search for all customers in GCC countries fill in only the Area field and leave the rest blank 2 Once you search criteria are filled in click execute 4 You will have a list of customers 3 To SAVE this search criteria click B A pop up window appears to ask you about the name you want to give to the search 4 Type the name description of the search criteria and hit Y Updating changing a Search Criteria You can change an ALREADY SAVED search criteria by 1 Click on 4 2 A pop up window appears Click on the green arrow to select the Search Criteria from the drop down menu 3 Click Y 4 Fill in the desired search fields and click Y 5 Once satisfied with the search criteria click on 124 to update your Search Criteria Deleting Search Criteria You can delete already saved Sea
34. ds of Account group and Hierarchy for the Vendor Enter a description for the Vendor and fill in the rest of the fields as needed You can add comments on the Vendor in the section Remarks Save your entries 8 Go back to the main sereen by clicking on MA PY Pep Vendor Status Management You can change the status for a Vendor black list him for example by 1 Double clicking on Change Vendor Status NSD ERP SYSTEM Customer Relationship Management CRM lumensaz CRM User Manual negrated SOUTER Nendor frcco7 fieira cunent Sits Flack Tetea New Sitas zif Reen SS Ed El E E TTT FI Choose the new status through the drop down menu new Status Give a reason this is for reporting purposes Click on execute Save El You will see the status change From To we pj Status History This functionality will display all the statuses the selected Vendor went through Using this history you will know who changed what for all Vendors To get to this 1 Double click the Vendor Status Changing History under Products Management s Utilities 2 Select the Vendor through the Drop down menu NSD ERP SYSTEM Customer Relationship Management CRM PE CSEEoE Hel Standard Mode a ite ate tim a a i eer abs i Hera amor i rara a7 i i T D REPORTS List of Vendors We can
35. e click on Sales Order Management NSD ERP SYSTEM Customer Relationship Management CRM sao Ef ostras f Dramos ef outer i Din ES tpt f Doe caregary e order Order Status ALL kal ee ee Em Em 5 Vessel wi F t I ji I I ji HI l E ji f ji ji f i i ji I ji l fe i T i T z 1 srog open E Lato MN Un erPeesccing cesos E De po Enter the filter parameters t narrow the search for Sales Orders or click to list ALL Sales Orders 3 To maintain a Sales Order click elect on the line containing the Order 4 Choose one of the 4 actions represented by the icons at the bottom left of the screen Click on 8 to Display the Sales Order or Click on Pl to Maintain the Sales Order or Click on Lto Create a new Sales Order or Click on to Display the Sales Order Delivery Schedule C SHIPPING and TRANSPORTATION Create Delivery Document Also known as Outbound Delivery Document this functionality will allow to document your Sales Order delivery 1 From the CRM Sales Documents gt Shipping and Transportation double click on Create Delivery Document NSD ERP SYSTEM Customer Relationship Management CRM CRM User Manual Sheba rt El ren oras z Date Tyee ho hom avons au une o open o recat f Sana cve z GA aines o cu tines
36. e master data represents the heart of a product in that it contains all essential information pertaining to it Creating a master data for a product is like creating a master data for a customer You can do it through an Action where all the defined screens will come one after the other or do it through the Product Management where you have to call the infotype screen that you want to populate Product Action The Action types were defined in the IMG during configuration This is why the action tree might change from one system to another In this tutorial there were 4 action types defined Add New Material Block Material Usage Change Material Structure and Hold Material for sales Since the concept is the same let s review in detail the Add New Material Double click on Product Action You get a imil this e Integrated Solution a windo Aaa new Material Hk materia nata Hk purenasing view e FK Purchase Order Text Hk sales view Hk sates Text View Lok accounting view Li block materiai Usage krasie nata View k sales view Hk satoo Toxt Viow L gt k Purchase Order Text P E change Material Structure Sk Basic Data view sk sates text wiew L sk purchase Order Text SHE Hold Materials For Sales HK Basic Data Viow 3k sates view Lk satos Text view NSD ERP SYSTEM Customer Relationship Management CRM immer CRM User Manual 2 Double click on Add New Material
37. e scanned documents in the database click on w and follow the instructions Display Employee Data The Display Employee Data functionality will allow you to display ONLY the Employee data The screen is similar to Maintain Employee Data with the difference that you cannot change the data Employee Management This functionality is similar to the Customer Management utility wise It represents an Employee management console ie you can manage all employee data from this screen using infotypes You can also search employees and save search criteria just as in customer management 1 Double click on Employee Management NSD ERP SYSTEM Customer Relationship Management CRM on pasene ind E O ec ince suo a T_T 2 Enter the Search Criteria wanted by filling the fields 3 Click on execute 4 4 If satisfied you can save this Search Criteria by clicking on save El and then entering a description for the Search Criteria 5 Refer to Customer Management for how to change or delete a Search Criteria 6 Click on the employee Line 7 Choose the infotype that you want to maintain for the selected employee through the drop down menu Infotype 8 Click on either 10 change maintain or 84 to display data only Employee Reports The reports here are of two kinds Akind of Query reports Employee List where you can determine the columns of data that you want to report on
38. e the Vendor 2 Here you have the option either gt Maintain data through the infotypes screens by choosing them through the drop down infotypes menu and then performing the change click on 2 or create al or gt Click on Ea which will take you to Maintain Vendor Data tree screen gt Displaying Vendor Data You can display Vendor data directly right from this screen as follows 1 Click on your Vendor in the Vendors list choose the Vendor 2 Here you have the option either gt Display data through the infotypes screens by choosing them through the drop down infotypes menu and then clicking on s or gt Click on LA which will take you to Display Vendor Data tree screen C UTILITIES In this section you can create a Vendor rapidly instead of doing it through an Action and then later on you can maintain the other data In addition you can change the Vendor status or display the history for a Vendor status changes Quick Creation To quickly create a Vendor 1 Double click on Quick Creation NSD ERP SYSTEM Customer Relationship Management CRM Page 52 a nate O Rogsta ABN acarta JE Hierarci i Mane Satus t El facive ER A l z Renars zeco Aanesen aadress addressa aaiesss rere Fae Email woo ares E TES Sres 0 oy Soup 7 fono Sapo suegoup 7 miffo Fill in the fiel
39. en clicking on execute icon Y 2 You should have a clean Panel just the different system icons NSD ERP SYSTEM Customer Relationship Management CRM Page 5 limensa CRM User Manual 3 Click on dito display the main tree on the Left panel 4 From the Main Tree on the left panel choose the desired step that you want to put as a short cut on your desktop and right click on it and choose Add Icon Remark If the icon s don t appear on the Right panel click on a 5 Repeat step 4 for additional buttons Note You can arrange the icons on your Desktop by 1 Point to the Icon and click the Left mouse button 2 While still holding down the Left mouse button move the mouse pointer to the desired place where you want the icon to be 3 Release the mouse button lf you want to create your own tree Left panel where you will have only the functionalities needed you proceed as follows 1 Click on You get ve a ect om EAE oo x sont ve sl sete 2 Choose your variant NSD ERP SYSTEM Customer Relationship Management CRM 3 Next you create a node name by clicking on ma and then filling in the description on the pop up window Create New Tree Node Maintain and then click Y User ADM Deserision reste Dats 1206 2000 ES Variant 1 Te varo DELI a e 33 bi i Nemo Tania ores OO e stam son Nensgemer NSD
40. endo Nane Testing Vendor Assignment acanto eea SSS Vendor Accounting Information Yerdorstaus I lee SSS Vendor Purchasing Data Vendor Bank Details Vendor Scanning Documents Versior area T Furore Vendor Suberes Un Vendor susaroup 1 IFO vendor Group 1 ETT ETTO Another facility is the fact that you can choose the infotype directly from the drop down window by clicking the arrow in front of the field Screen This is useful in case an infotype has been skipped in the tree for the Maintain Vendor Data Once you click on the Screen drop down arrow you will get the following window from which you can choose the screen infotype NSD ERP SYSTEM Customer Relationship Management CRM fe Intecrated Solution lem Technical Dale NSD ERP System Maintain Vendors Data avena vaa CAE Vendor Master Data Vendor Address ca Vendor Assignment Vondor Accounting Information Vendor Purchasing Data Vondor Banke Detail pe Y001 Vendor Address VO02 Vendor Assignment vam Vendor Accounting Information voot Vendor Purchasing Data vs vow voz Ver enor Seanning Hocuments Vendor Vendor Bank Details Vendor Scanning Documents Comments On Vendors vans Vendors Legal Documents ven Vendor A Eind oK cancel Display Vendor Data This functionality presents the same screen and procedure as in the Mai
41. erialno Material Tes Cuan e Amount isune esuo Additon Cost Ador Adds Cuneney Tock Now Wat pee ejoo o ho C a heoa E Efreswasnanne some f pee suo o o J i ji i ji i I i it ji y i 1 i il T Ii i i l Ji T iI i ji MN i Ic i i i iI i 1 ji IM Ir T ji ji j Ej Totoro amount firoo Teltome piscountfo Tetsltene ekse becso k70 CSO mas aomen osoon 170 BiLorlDecunt o0 Tanan 1700 AED creeo pecera scourtamount D et run 7 6 The billing document is filled with data it will be blank if manual Billing Type was chosen 7 Make any necessary changes if you want or create a New billing document by clicking on O 8 Save Bl Maintain Billing Document You can change data to an already saved Billing Document by 1 From the CRM Sales Documents gt Billing double click on Maintain Billing Document Integrated Solution System Technical Data Window BeCool 8 4Bia 2 Select the Billing Document you want to maintain through the drop down menu 3 Click on Y 4 You will be taken to the screen Create Billing Document Bo OOC clk 405 HSD ERP 6 sitradsounet 9 Saso org MMM foo loo Fat spam coi snppng sun sae Creditarea FR FOK Simina Ged Acs Biling Tyoe A000 Bin Sas Crer Eiling Code T Creste Date 06072008 Boles Otice i000 pues Orsus 000 Slate Soes Biling Date soran E Created By ADVERT customer 0 e lo Salesian El Deinery Pan 1000
42. es and is optional Enter a description for the Material and fill in the rest of the fields as needed You can add comments on the material in the section Remarks Save your entries E Go back to the main screen by clicking on 3 4 5 6 NSD ERP SYSTEM Customer Relationship Management CRM Material Status Management You can change the status for a material block it for example by 1 Double click on Material Status Management m Manage Material Status tera Curent State Reason 1 Valid 2 Blocked 3 Hold For Purchasing 4 Hold For Sales TTT L Find OK Cancel 2 Choose the new status through the drop down menu new Status 3 Give a reason this is for reporting purposes 4 Save Material Status Changing History This functionality will display all the statuses the selected material went through Using this history you will know who changed what for all material To get to this 1 Double click the Material Status Changing History under Products Management s Utilities 2 Select the material through the Drop down menu NSD ERP SYSTEM Customer Relationship Management CRM y Navigation System Standard Mode momce agar Accounting an Centoling Customers Relation Management pe mnployeo Pracuete Marsgement Produet Hirani Products Master Deta Mete T Diesel art gos oi
43. follows 1 Per technies De From the CRM Sales Documents gt Sales Quotations double click on Maintain Quotation Data e NSD ERP SYSTEM O A tation ate E s ostses T T ET cuca Vara E rl a Sales Omer Group fil CreditArea Door Plant Of cwonern 1 al a mnl El ema T awT f if vesse a mom WO aa f S ral incotema 3 Pome Tama ouen l nae y a GE Al Price vay Piciny Date El Remark A Requested Date A Prose Description hh h a aa gt a AAA asena E CI E ET E i je 1 SSK I zi i a f x MS JA i 3 i I 1 a Customer Relationship Management CRM 2 Click on 9 in front of Number to search for the Quotation poca sore area Sales once Delivery Fiant Decaer tme I uste No came El shpTo Seta ert uan its remar ment Tome ries vanan Mumser Cunene To Requestoste theo E os ien 2003 Product Ss E rc oro ja 3 j i T Reject Materii Ciosea cc MM oco 70i cuts 7 4 From the list of Quotations obtained click on Plin front of the quotation you want to maintain 5 Proceed as in steps 3 to 14 in Create Sales Quotation to add or change data Display Sales Quotation To display an ALREADY SAVED Sales Quotation Proceed
44. g LLC complete Delivery MY conero fE ho 9 satel email W sroto E Efso vessel mone BD agent ss CN incotaas Requested Date 06 01 2009 SIA peoaos ooo Procust Deseiaten eet savor ot koronar Unit shipping Point Rule e sotto ermo Sr me E b gt MMMM G ji zi i ji i i i i ji i i af i ji i i i ji jE ji ji ji I ji jj T 1 Avi mosto De I0 tomivg ts PANTING _ Traraporitin endDate TATOO vacera ae zarazu ena razo wr otto 47122005 7 Click to go back to the initial screen Create Sales Order Delivery 8 Click Y to start creating the SO Delivery You will get something like NSD ERP SYSTEM Customer Relationship Management CRM EASE Tesrnieal Data AB 6 MARIE ISD E a Snipping Point 00000 Fok Dubai Shipaing Pa Denvery Number 6 Created By ADMIN T Shipsing Ofice 0007 terdara Sipang Offce Delivery Type NE arma every Create date 0 1AN 7009 customer hsp e Veseal Y Order Ret 40006 2 se E o wol omwen A n z incotems J Trma Zene 00000007 sheanten T Ea osiovz008 ew Materia Nio Maeial Ted Deheyct Unt perg Paing Londng lse Dalier date cues SL ante at Mo feel soroel ono wje ig fTestnaealwrtneaegtme 2 PEC oma on i af i I E y i o T i ji ji i ja E 4 a i E SS O O i MR i El a j ag Maes ay 2473008 tn 008 Pema lza
45. l in the data needed and save El 7 Go back to the main maintenance screen by clicking on Repeat step 4 to 6 for other infotypes a po Display Product Data This functionality is similar to Maintain Product Data with the difference that you cannot change or maintain any data for a material just display it Product File Similar to Display Product Data with the difference that you as a client specify what infotypes are to be displayed or important for a material information NSD ERP SYSTEM Customer Relationship Management CRM Product Management This functionality as in Customer or Employee management constitutes the cockpit from where you can search for a material or group of material and can save your Search Criteria for later use From here also you can maintain a material through the choices of diverse infotypes 1 Double click on Product Management NSD ERP gmont Category E Quick Search Cierta A seces e an 1 A e O mailat rouo Jl j Matrial Suboroup f Iter yae T j ml aera sues El LE alv Save Seach Creten Ciera nerne A tert ls estate rene ETE f Tesi material n ime f Tiest Material Sih f Y i i f i i El 2 Fill in the Search parameters you want Click Execute Y Check your results and if satisfied you can save this Search Criteria by clicking on El
46. lly ERAN T cta anote E SS Lo canon Belen Cats _ Cee RTO ato vs to ice Ej a m nas l 5 amn Prees O O OOOO a emee 012009 E Sp nical amie A a aie ji 1 ji i 48 88 NSD ERP SYSTEM Customer Relationship Management CRM aaa ene oer E epee es stot oc JO 2 You will notice that this screen is the SAME screen as the one used to create a Sales Quotation So proceed as in steps 2 to 14 in Create Sales Quotations 167 Create Sales Order with Reference This functionality will allow you to create a Sales Order from a Quotation That will save you time from entering all data that you normally do when you create a sales order manually 1 From the CRM Sales Documents gt Sales Orders double click on Create Sales Order With Reference ater Solution hnieal Data Standard Mode HR Human Resources Projoet Management PM nd Cortina INN Mstena Nanagerient sales amp Distituono Producton Customers Relation Management siomers Management Employees te Management Select the Order Type through the drop down menu Select the Reference Quotation through the drop down menu ae wp Click execute NSD ERP SYSTEM Customer Relationship Management CRM Grier ode 3 a
47. lso Display or Maintain a selected document or create a new billing document from this screen as in Post Delivery Document above NSD ERP SYSTEM Customer Relationship Management CRM 82
48. ments gt Shipping and Transportation double click on Display Delivery Document 2 Proceed as in steps 2 and 3 in Maintain Delivery Document 3 Click A 4 To display another delivery document click 2 and proceed as in steps 2 and 3 above Delivery List by Material This functionality allows you to make a list of deliveries by using different filters which are NSD ERP SYSTEM Customer Relationship Management CRM P 175 By Due or number of days By Order number By Order reference By Customer or By Ship To recipient 1 From the CRM Sales Documents gt Shipping and Transportation double click on Delivery List by Material Brea Bytem EE D rl E Resear beeping 09 2 yonder turer yorar set By Satara i py apto zj Y Matet A j Sj A AR amp E Enter the Shipping Point through the drop down menu Fill in the parameter s you want to as a Search filter Click execute Select the line containing a Material You can either Display or maintain a material in a Sales order Click to Display the Sales Order or 7 Click Pl to maintain a Sales Order eg paja e NSD ERP SYSTEM Customer Relationship Management CRM Delivery List by Order 1 From the CRM Sales Documents gt Shipping and Transportation double click on Delivery List by Order greece
49. mer No it will be filled in by the system 5 Once you enter all fields click on execute EA 6 You will be taken to another screen Customer Address Fill in the information needed Note If you want more Communication details click on dh and add the ones you want after each line click on H to add another line 7 Save by clicking on zi 8 Click on to get on the following screen Customer Accounting Information 9 Fill in the details and click on Bl to save your screen info Note If you want to see the Payment condition details click on a 10 Click on a to get to the next screen Customer Marketing Data 11 Fill in the information needed and click on ea to get to the next screen Remark You can skip a screen at any time if for example you don t have the information available You will have the opportunity to do it later if you want 12 Save your work by clicking on Bl NSD ERP SYSTEM Customer Relationship Management CRM Page 11 13 Click on a to get to the next screen Customer Contact Employees 14 To be able to add a contact You have to click on create icon ol and then fill in the information You can also add a contact picture by clicking on E To correct an entry choose the contact and then click on a To display a contact detail click on K 15 And so on for the rest of the screens Note The User should be aware that the screens contained in the Action are configurable ie it s the client who
50. nformation Page 45 NSD ERP SYSTEM Customer Relationship Management CRM 9 Fill in the details and click on Bl to save your screen info Note If you want to see the Terms of Payment details click on E 10 Click on a to get to the next screen Vendor Purchasing Data 11 Fill in the information needed and click on e to get to the next screen Remark You can skip a screen at any time if for example you don t have the information available You will have the opportunity to do it later if you want 12 Save your work by clicking on Bl 13 Click on e to get to the next screen Vendor Bank Details 14 And so on for the rest of other screens if needed or configured in the Action Note The User should be aware that the screens contained in the Action are configurable ie it s the client who sets out what screens should be included in the action Block Vendor Data The same principle as for Vendor Actions holds for blocking a Vendor This action will bring successively some predefined screens to block a Vendor It starts by double clicking on the Action name i e Block Vendor Data which brings the main screen where you will input the Vendor number Vendor No and then fill in the rest of the required fields NSD ERP SYSTEM Customer Relationship Management CRM Page 46 NSD ERP SYSTEM Customer Relationship Management CRM DeGe BWendors Actions Vendor Applicant No Vendor Hold vendo
51. ng on i Exit to the Quotation screen by clicking on El On the Sales Quotation screen choose the layout template you want through the drop down menu as shown sx C Creating a report header with a LOGO If you want to create a report header for quotation with company logo you will have to do it through the IMG This is how you do it 1 Go to the IMG see step A 1 above 2 From General Settings choose NSD ERP reports Servers 3 Double click on Report Head Configurations NSD ERP SYSTEM Customer Relationship Management CRM ESTAN cours rancor a 4 On the Report Header screen Choose the company through the drop down menu 1 5 In the Head Formatting Mode section choose through the drop down menu Image if you want to paste a logo or Text if you want just plain text Click on the Import image icon 2 Brows to the file where the image is and insert it 3 Add text in the Text area repeat steps 5 to 8 for the Tail Formatting Mode o id 10 Save your work by clicking on 42 11 Exit the configuration screen by clicking on 42 12 Exit the IMG by clicking on NSD ERP SYSTEM Customer Relationship Management CRM lumens CRM User Manual NSD ERP System i gt EMPLOYEES Hire New Employee 1 Hiring an employee is to be done for all permanent salesmen or contractual personnel The Payroll area determines if the emplo
52. ntain Vendor Data with the only difference is that we CANNOT change any data Based on the left pan we can tell if the vendor s infotype contains information marked with BAD or not marked with Therefore you can display only the existing information NSD ERP SYSTEM Customer Relationship Management CRM 149 CRM User Manual S okey Vondor Duta i Vendor Mester ta i vendor Structure Vendor Sanniny Documente Vendors Management vendor Verter name Rina Aoc 2 Ver Salas 1 e Venar au 7 Veras 23 Vendor Address Vendor Assignmont Vendor Accounting Information Vendor Purchasing Data Vondor Scanning Decumonts Comments On Vendors Vendors Las This functionality works exactly as the Customer Management It represents a cockpit from where we can search and manage Vendors data C S Country xi Quick Search Oriteria ES El E mn Ar gt rsh E HA Ares Pl Fao ae av fave Ronis top omae E li i T ji ji d Ji ji i I E ji i T f L JE ji Y ji ji li ji ji ji T ll I f T iF al _ m NSD ERP SYSTEM Custome er Relationship Management CRM Creating Search criteria You can create one or many search criteria and save them for later use You can for example create one search criteria for ALL your Vendors another search for all Vendors in GCC and ano
53. o SubGroup zj From Setas From Couty z Todts E Tocourtes zi ronca E fiom adrin f Youre I Toxin E From subarea Horerchy zif To SusArea El Hablght Score Bigger Than s0 The output of this report will contain information about the vendor s code name and total evaluation score from comments on vendor infotype Vendors Communication The output of this report will include vendor s code name tel fax web and email NSD ERP SYSTEM Customer Relationship Management CRM E PURCHASE ORDER Create Purchase Order To create a PO proceed as follow 1 _From Vendor Management gt Purchase Order double click on Create Purchase Order imegrated solution i Data BRIO e Haale Pert 2000 Fok Eneray LLE Purchase org 5 miscellaneous Purchase Group 3 wiscetaneous Vendor No ERES i Rina tay PO Type eT Standard Purchasing Order PO Year 2003 PO Date 04 Jan 2009 a Poms Bl Serna nrorasmg Orie Vensa no 10005 frota Popete uvsiacos rons 7 Pavesr 2009 Deinenawoce Wander Reference Headtet ValllivOste Terms Goneiions Temeotey Veras cumeney REE m AER teme orDewey E patea Desetaton Bwase Guany ut _UnifPrike susteni Achion Gost To Caos nn e 3 fe El i I x f ji a T ii i i l EN i T 1 z pa tom Tat Aadiional Caste
54. oia 2 You can either filter your quotations by entering different parameters or click 4 to have a list of ALL your quotations EE OSAN System Technical Data Window 45 0666 o misem NSD ERP System Sales Quotations Status ses cra Document Tipe f Dennis customer f psi moro ooo B Gute tus at eee vay v Guotatcn Customer no Emo Hace mat ate ks U 00 Es TT A e PEAS 200 ERU a er ere BT fore ua e Benere D007 2006 Ur JANE2008 edna Fore orire ve Bada f ji i i ji f Ji ji i li JE T i ji ji ji i TI i i i I i 7 i f i JE ja f ET i IE li I i i I i ji 201 ajo Pering Under Premio Cem BJ Reece NSD ERP SYSTEM Customer Relationship Management CRM 166 np CRM User Manual The Quotations are listed with colors Please refer to color meanings at the bottom right of the screen Click the line containing the Quotation you want to use From the bottom left side of the screen lick on K to Display the Quotation or Click on to Maintain the Quotation or cick on Lito Create a new Quotation or Click on UL to Reject sales Quotation or a Material in a Quotation B SALES ORDERS Create Sales Order Manually This functionality is normally used when NO Quotation has been made or we don t want to refer to a Sale Quotation From the CRM Sales Documents gt Sales Orders double click on Create Sales Order Manua
55. or code and its description and click L Repeat step 3 for other Vendors under the same Vendor group or under other Vendor Groups id gt p Save your entries by clicking on save E Maintain Vendors Hierarchies This functionality will allow you to change edit the Vendor hierarchy Here you can change a vendor place from one Vendor group to another Vendor group for example or change a Vendor name To P 142 NSD ERP SYSTEM Customer Relationship Management CRM illustrate this let s take an example We want to move the Vendor Test from Vendor group For Oil to Vendor group For Plant Supplies 1 Double click Maintain Vendors Hierarchies 2 Double click on the Vendor you want to move in our example Test the section on right Maintain Vendor hierarchy should be filled with the Vendor information E Intogratod solution lem Technical Daia Window ADECCO om ARE Maintain vendor Hierarchy Mara Veror Hierarchy Code 00031 Neme ME E Master 00003 Foron For Piani Suptes Created ay AON changed Bouin Date ISAN 70N9 EndDale orana 2 7 Click on the Master drop down menu and choose where you want to displace the Vendor you have chosen in our example to For Plant Supplies Vendor code seins Spare a Pirro e NSD ERP SYSTEM Customer Relationship Management CRM 8 Click on change 4 9 You should see the change immediately on the tree
56. ot complete gt Management Vendors Data This functionality represents the cockpit of the Vendor management From this you can access any data about the Vendor or make search besides other functionalities that we will see in the following Vendor Action To ADD BLOCK or HOLD Temporarily a Vendor we perform an Action NSD ERP SYSTEM Customer Relationship Management CRM From the Main Menu Add a Vendor 1 From the CRM gt Vendors Management gt Vendors Master Data 2 Double Click on Vendor Actions 3 To ADD a Vendor double click on Add new Vendor You should see BE Integrated Sol y Tecnica Date wine Applicant No a Vendor Temporary Vendor No A Account Group encor Herce Yandor Name Vendor Stus 0 No Ba LR E Responsio a CE O E 7 A A VerdorGroup 1 cargo Suppl YendorSuboroup FO 4 Start by filling in the Account Group and down the other fields Don t try to input the Applicant No nor the Vendor No that will be filled in by the system Once you enter all fields click on execute A You will be taken to another screen Vendor Address Fill in the information needed ou Note If you want more Communication details click on dh and add the ones you want after each line click on H to add another line 7 Save by clicking on Bl 8 Click on e to get on the following screen Vendor Accounting I
57. r Temporary A irk Group E Voncor Hiararehy gt Vendor Mame O OOOO TN EN A el Responsible Y Vendor Area El Vendor Subsea i Vendor Group i Vendor Subgroup is Notice this time you input the Vendor No and NOT the system which is quite obvious Hold Vendor Data The same principle as for blocking a Vendor data holds for Holding temporarily a Vendor data This action will bring successively some predefined screens to Hold a Vendor data You start by double clicking on the Action name i e Hold Vendor Data which brings the main screen where you will input the Vendor number Vendor No and then fill in the rest of the required fields Notice also here that YOU input the Vendor No and NOT the system Maintain Vendors Data This functionality gives you the opportunity to add change or delete any data related to a Vendor This is where you can take over the screens you missed didn t complete in Vendor Actions above The tree for maintaining Vendor data is also configurable The good thing about this functionality among others is that once you enter the Vendor number the system will inform you immediately about the infotypes screens already maintained icon ca or not icon 8 in front of the corresponding infotype ECO ni Tochnival Data uneoe 018 4015 Maintain Vandors Data E Maintain Vendor Data Vendor Master Data veroor M Vendor Address v
58. rch Criteria from the list by 1 Clicking on the name of the Search Criteria you want to delete 2 Click on X NSD ERP SYSTEM Customer Relationship Management CRM Page 17 Maintaining Customer Data You can maintain Customer data directly right from this screen as follows 1 Click on your customer in the customers list choose the customer 2 Here you have the option either gt Maintain data through the infotypes screens by choosing them through the drop down infotypes menu and then performing the change click on 2 or create O or gt Click on Ta which will take you to Maintain Customer Data tree screen Displaying Customer Data You can display Customer data directly right from this screen as follows 1 Click on your customer in the customers list choose the customer 2 Here you have the option either gt Display data through the infotypes screens by choosing them through the drop down infotypes menu and then clicking on or gt Click on either amp which will take you to Display Customer Data tree screen or me which will take you to Display Customer File screen Creating a Template for Quotation Creating a template for quotation is a 2 steps procedure 1 First we have to use the IMG to create the Template Variant 2 Then we will use the regular system to create the content Header Body material and the Tail of the template A Creating the Template variant 1 From the Main
59. ri a008 Lommel 2677008 eam 24122008 Rawa pene sere sippra RoS O TE 9 Fill in the Delivery on date 10 For each material verify the quantity delivered picked packed loaded issued the Storage Location SL and the Route 11 You can delete a material from the Delivery Document by selecting the material line and clicking X 12 Save your entries by clicking El Maintain Delivery Document This functionality like any other maintenance functionality will allow to edit add or change an already saved Delivery Document 1 From the CRM Sales Documents gt Shipping and Transportation double click on Maintain Delivery Document NSD ERP SYSTEM Customer Relationship Management CRM Technical Dala Wind 00 o H 40 B Deer rusa GrdeeRoference E Te _Deieytn Shipra Poit mero Cure Vessel tlame Seer Orter E Ermer hame Banu Po E faaoo 2 Select the Delivery Document through the drop down menu and search screen 3 From the list of Delivery Documents obtained click on maintain 4 Click 1 5 Make any changes you want to the Delivery date or to material parameters in front of the document you want to 6 Save your entries Display Delivery Document This functionality works the same as the Maintain Delivery Document with the exception that you cannot change or add any data 1 From the CRM Sales Docu
60. the heart of the CRM It is all about the information which will be shared by the different functions in the system The 4 functions in the Master data are gt Customer Actions to be used when creating a NEW customer gt Maintain Customer Data to be used to change the data about an EXISTING customer gt Display Customer Data as the name implies it this is to be used just for viewing customer data you cannot change any information in this functionality This mode will show all the infotypes screens containing data that are either complete or not complete gt Customers Files this is less enriching but faster than Display Customer Data A Customer Action To ADD or BLOCK a customer we perform an Action From the Main Menu Add a Customer From the CRM gt Customer Management gt Customers Master Data Double Click on Customers Actions To ADD a customer double click on Add new Customer You should see the Title Add New Customer above the customer fields ons NSD ERP SYSTEM Customer Relationship Management CRM Page 10 EE Soon lem Techrical Data Window BaDBI000 o Hae NSD ERP System Customers Actions Customer No O A A hame cumas 0 ma u u u aM Customers E Cuetomersunto 0 Eea Customer Group EE here SSS customer suboroup fr ooo el 4 Start by filling in the Account Group and down the other fields Don t try to input the Custo
61. ther one for all BLOCKED Vendors etc This is how you do it A First enter the search criteria by choosing and filling the fields needed Examples To search for all Active Vendors fill in ONLY the status field by choosing through the drop down menu Active and leave all other fields blank To search for all Vendors in GCC countries fill in only the Area field and leave the rest blank Once you search criteria are filled in click execute Y You will have a list of Vendors To SAVE this search criteria click al A pop up window appears to ask you about the name you want to give to the search Type the name description of the search criteria and hit q Updating changing a Search Criteria You can change an ALREADY SAVED search criteria by 1 2 Click on 41 A pop up window appears Click on the green arrow to select the Search Criteria from the drop down menu Click 4 Fill in the desired search fields and click Y Once satisfied with the search criteria click on Bl to update your Search Criteria Deleting Search Criteria You can delete already saved Search Criteria from the list by 1 2 NSD ERP SYSTEM Customer Relationship Management CRM Clicking on the name of the Search Criteria you want to delete Click on X Maintaining Vendor Data You can maintain Vendor data directly right from this screen as follows 1 Click on your Vendor in the Vendors list choos
62. very Document Delivery List by Material Delivery List by Order Delivery Document Posting D BILLING Create Billing Document Maintain Billing Document Display Billing Document Post Billing Document NSD ERP SYSTEM Customer Relationship Management CRM INTRODUCTION Beyond its rich integrated applications and customizing functionalities include in its ERP NSD ERP System NSD offers to its customers the new application Customer Relationship Management CRM The present document deals and gives you an overview about the NSD ERP SYSTEM Customer Relationship Management CRM MANAGER S DESKTOP It is possible for the User to customize his her desktop according to his her needs for every day system usage To do this follow the simple steps 1 From the Main screen click on the icon 4 2 Create a variant every variant calls a desktop layout by clicking on the icon 3 On the Popup screen desktop Manager Variant enter a variant number and description Desktop Manat Initial variant M Default Bjorn variant T Default Training E Default AA Dt a Beret xe 4 Save your variant by clicking on icon Bl 5 Click on the X on top right of the Variant screen to exit Now that we have created a variant for the desktop let s populate it with some short cut button to the system 1 Begin by first choosing the variant through the drop down and th
63. yee will be paid or not and how this can be done monthly hourly To hire a new employee proceed as follows 1 Double click Hire new Employees NSD ERP SYSTEM Customer Relationship Management CRM CRM User Manual MORNESE Tecnica Daia wn EFEK E Number Fretttane del Narre Leet Name Hiring Date EI End Date Crested By Changed By Sa Porson Tyee Standard Biethaste Mother ame l Sua romao amga amea rante Mame nrery Language tera ml Somone Nor tren enga vero 2 Enter all data but employee number the system will assign it automatically Note If you don t specify a Hiring date the system will default it to the actual date 3 Save your data by clicking on Bl Organization Assignment This functionality allows to assign an employee to a structure in the company whether it be to a Sales organization or to a Personnel organization This is done by 1 Double clicking on the Organization Assignment tree element NSD ERP SYSTEM Customer Relationship Management CRM CRM User Manual Tras NSD ERP System Manual Organization Assi Employee tomb E fre texer sales ora 0000 fama Sales Otce 0000 053 Sale Group 000 EE Shipaing ones ooo endea sona Oto Company ft FAN enpera coa Po mp Forsonnet surea i ifesi Employee coup
64. you will get the following window from which you can choose the infotype NSD ERP SYSTEM Customer Relationship Management CRM l Find C0 Infotype Code Infotype Description A 002 Customer Address amp Name 003 Accounting Information coo4 Marketing Data 0005 Contact Persons C006 Unloading Points coor Payment Transaction coos Shipping Data coog Customer Sales Data 010 Customer Documents au Customer Scanning Documents 0012 Customer Legal Documents Comments On Customer Manage Customer Status Customer Sales Quotations a gt San a C Customer File This functionality will let you display search for customer information Notice the difference between this functionality and the Display Customer Data is the fact that ONLY the infotypes maintained for a given customer will be displayed available on the tree in the left pan To display a Customer file 1 Double click on Customer File 2 Using the Drop down menu for Customer No choose the customer Number Note The Search Customer window will let you search using three facilities gt Search customer using a General structure you can hit the Execute button M without entering any data in the fields to display ALL customers gt Search customer using the Structure or gt Search customer using the communication data telephone Fax Web or email NSD ERP SYSTEM Customer Relationship Management C

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