overview - ASG Group
O V E R V I E W
WR1 OVERVIEW
SAP Orientation SAP Waste & Recycling One provides an easy to use, configurable set of dashboards and reporting tools where the user resides, completing common tasks while being alerted to variances in set rules within their area of process responsibility. Licenses and comprehensive authorisations determine what the user has access too. Drop down menus, modular areas and ad-hoc drag and drop reporting functions allow for quick access throughout the software; while the golden arrows situated on fields throughout the software allow the user to drill-down through the entire end-to-end business process.
Business Partner Master Data Customer & Supplier Interaction Centre (CIC) The Business Partner, Customer and Supplier Interaction Centre is at the very core of SAP and WR1. This is where key Master Data for each Business Partner is held; providing access to core data for each component of the integrated software solution. Contacts, addresses, job sequences and PO Numbers are held here and made available to the Work Order; from operations through to billing in core finance. Payment terms, bank details, account balances and general ledger account details are all set up as master data. This allows automated journal entries to be made and ensures correct payments and accounting procedures. As a core component of the software, operations, pricing, accounting, contracts, forecasting, CRM or service functions can all be accessed from the CIC.
WR1 OVERVIEW
Contracts & Forecasting Contracts and forecasting manages the materials to supply and provides basic forecasting functionality within the contract period. Contract line items are set up for inbound and outbound materials. Every time there is a weighbridge transaction with the business partner it is “called off” from the contract, leaving a balance to supply. Pricing information is maintained in the contracts by use of the Customer and Supplier Item Pricing (CIP/ SIP) tool. The CIP/SIP determines prices for materials, haulage, units of measure, containers used and distances – on an individual business partner basis. Batch update and copy tools provide quick, easy methods to make incremental percentage or monetary unit changes.
PreBook Instruction Manager The PreBook Instruction (PBI) is the engine that automates the scheduling of regular, cyclical jobs. Each instruction can be set up to automatically generate the Work Order Row (WOR); detailing everything that would be entered on the WOR such as customer, supplier, site, job types, frequencies and route planned into. Billing costs and charges continue to be automatically generated, according to the start and end time of the user-defined instruction.
WR1 OVERVIEW
Work Order Row The Work Order Row (WOR) or Work Order is the focal point for the job instruction. It contains customer/supplier detail such as the order type, container, vehicle, planning and actual dates and times, sales and purchase orders to be raised from the instruction, disposal and haulage charges, expected quantities and any additional charges or penalties to be added. The WOR details purchase, disposal, carrier and license costs; with sites, PO reference details and activities for follow-up action appended, EG: records for assignment, tracking or audit for customer service or billing requirements. The WOR details line-level profitability for complete transparency and clarity of costs and charges before the job has taken place. Reporting is generated automatically from the WOR according to material type, with the WTN and driver job details available for task completion on mobile devices using SmartWorld.
Order Schedule Manger (OSM) The Order Schedule Manager (OSM) details the jobs listed for that required time period; filtered by a number of user-defined parameters on the header detail. The layout of the OSM can be customised according to the columns required. A colour-coded “traffic light” display details the status of the WOR by planned or actual time and date; presenting an intuitive status report that highlights late, delayed or unassigned jobs.
WR1 OVERVIEW
Service Call The Service Call is part of Waste & Recycling One’s extensive, embedded CRM functionality. The Service Call is a more formal method of taking notes against a customer or supplier transaction, service schedule or contract to supply. The Service Call provides Service Level Agreements (SLA’s), activity assignment, call queues, status, task scheduling, response and resolution timings. A solutions template provides direction when handling business partner problems; enabling a rapid, costeffective and continuous process in accordance with the SLA. Extensive reporting and activity management comes as standard; allowing monitoring and reporting on team activities to enhance customer service and ensure all queries are met in a timely manner.
Route Planner Route Planning allows the assignment of jobs to a predefined route and sequence, according to job type and vehicle capacity. Routes can be formatted by specifying route details, materials and container types, vehicle, driver and schedule. Unassigned jobs appear in the bottom left window, ready to be dragged onto a suitable route. Once assigned, sequences can be altered to take into consideration any dynamics in the field. Once complete, the route can be dispatched to an optimisation engine for further refinement, sent to a mobile device via SmartWorld for in-field operations management or printed on driver route sheets.
WR1 OVERVIEW
Vehicle Schedule Manager The Vehicle Schedule Manager administers the variety of jobs assigned to a particular vehicle; based on job type, container, route and capacity. Jobs can be monitored via the assigned vehicle; including route, order date, order status, sales, purchase status and Work Order Row (WOR) details. Reporting can be driven from the VSM form; including Duty of Care documentation, Vehicle/Driver Worksheets and a location snapshot of the vehicle based on the last completed position.
The Disposal Order The Disposal Order or “Weighbridge Screen” is an ‘inbound’ order. The Disposal Order (DO) is utilised to manage inbound materials across single or multiple depots, based on the Contract/Forecast and Work Order that was scheduled prior to arrival. The Disposal Order can also be utilised for quick and easy entry of cash and ad hoc orders that haven’t been scheduled. Drawing through Master Data from material and price to populate the DO ensures all weighbridge transactions are quick and correct. From the DO, Purchase and Sales Documents can be raised automatically and assigned to Journal entry and ledger account determination, with automated project accounting as standard. ISB Global has also developed the DO in SmartWorld as an integrated mobile cloud application to SAP/WR1, allowing greater ease of use and deployment where a dedicated connection is unavailable.
WR1 OVERVIEW
Billing Manager The Billing Manager is the process that monitors operational activities as they are passed over to finance. Once the Disposal Order is complete the Sales, Purchasing and related Invoices can be raised. The Purchase or Sales Orders and invoices can be generated automatically (or manually depending on user preferences) or highlighted as a group to generate the appropriate documents. Once completed, there can also be an additional authorisation phase generated by the Profitability Report. This report acts as a final check for selected transactions that are tagged with authorisation IDs and passed through. Alternatively, alerts can be triggered if profitability thresholds have been breached.
Sales & Purchase Order Manager The Sales & Purchase Order Manager offers an additional process stage to manage the raising of sales and purchasing documentation. Filters allow the user to search on a variety of attributes on the Work Order, to allow for timely billing. Users can also choose between fully automated or manual settings to raise orders according to customer, supplier and Work Order type. Draft Purchase Orders can also be raised for additional authorisation process checks with audit trail available if necessary.
WR1 OVERVIEW
Mass Sales Order Manager The Sales Order Manager allows sales documentation to be raised collectively, speeding up or automating the sales order process when required. Filters allow for search and selection across a variety of attributes of the Work Order; enabling additional levels of checks before dispatching to Accounts Receivable. Invoices can be raised automatically or manually, as a part of an integrated financial and accounting process.
Core Finance Financial and accounting processes form a part of the Waste & Recycling One software. A unique proposition that allows for a seamless billing process, from operations through to finance, with automated project, cost, nominal ledger and accrual accounting rules in place. Journal entries are both controlled by master data and checked automatically against tolerance parameters before committing to finance processes. The result is timely, efficient and correct billing, comprehensive audit trails and instantaneous reporting, providing essential detail on key operating metrics for the business.
WR1 OVERVIEW
CRM & Activity Management Customer Relationship Management (CRM) functions are embedded throughout SAP Waste & Recycling One. Sales prospect management includes user-defined sales stages for greater control over the selling cycle and caters for quotes in the form of draft Work Orders. Diary management is maintained throughout a range of user-defined activities. Bi-directional integration with Microsoft Outlook allows for the synchronisation of emails, tasks, calendars and contacts. Customer Service modules provides a greater degree of management and control over contracted service level agreements and include call queueing, task scheduling and monitoring of response and resolution tasks against the SLA.
Output to Excel, Word & PDF SAP Waste & Recycling One allows the user to output data to MS Word, PDF or MS Excel, for further analysis in a pre-formatted workbook. Users can choose from the internal email function or integration with MS Outlook to send emails directly from SAP via MS Exchange. SAP Waste & Recycling One is also bi-directionally integrated with MS Outlook; allowing for synchronisation and saving of activities for follow up in SAP while synchronising tasks, contacts and calendar appointments.
WR1 OVERVIEW
Fixed Assets, Plant Maintenance, Plant Rental Fixed Assets & Maintenance (FAMe) manages the assets and equipment used at a plant; including the rental or lease to customers and maintenance by subcontractors. SAP Waste & Recycling One monitors and automates Fixed Asset accounting; integrating seamlessly with accounts payable, receivable, ledger and inventory. Assets are maintained as Item Master Data; comprising equipment, parts hierarchies and warranties. Additional functionality caters for Maintenance Contracts, Maintenance Work Orders, Sub-Tasks and Workflow. Work Orders can be preventative, scheduled or corrective and can be monitored and reported upon completion to provide maximum uptime and to drive key performance indicators on total asset utilisation.
WR1 OVERVIEW
Reporting & Business Intelligence SAP Waste & Recycling One provides an array of reporting and business intelligence tools and open architecture for “self-service” reporting requirements. Standard reports such as invoices and statements can be tailored to individual customer requirements, displaying simple information with logic embedded for filtering, display and print. Query generator and query wizard tools allow the user to build comprehensive reports, saved to their own user environment, allowing up-to-date interrogation and real-time data analysis. Drag and drop fields allow for snap-shot relational information on day-to-day metrics and dashboards can be configured in user environments to display and monitor critical process information using dials, gauges and graphs. Large volumes of data can be interrogated in seconds using powerful “in-memory” (SAP HANA) technology in the cloud; using subscription-based Business Intelligence tools like SAP Lumira. As a business automates more processes and users have more time to analyse the wealth of data available to them, they may scale to a self-serving data environment. Data can be interrogated to provide valuable insights into individual product and service attributes. The powerful suite of tools allows for predictive analysis, data mining, customer behaviour studies and complex “what if” scenarios. WR1 delivers competitive advantage by providing enterprise-class business intelligence for small-business scale investment.
ISB Global Limited 7 Canute House | Durham Wharf Drive | Brentford | Middlesex | London TW8 8HP Tel: +44 (0) 20 8232 8884 Email: [email protected] www.isbglobal.com © 2014 by ISB Global Limited. All rights reserved. ISB, ISB Global, WR1and other ISB products and services mentioned herein as well as their respective logos are owned by ISB Global Limited, and may have trademark registrations pending. Data contained in this document is for informational purposes only, without representation or warranty of any kind, and ISB Global Limited shall not be liable for errors or omissions with respect to the materials. The materials are subject to change without notice.
WR1 OVERVIEW
SAP Orientation SAP Waste & Recycling One provides an easy to use, configurable set of dashboards and reporting tools where the user resides, completing common tasks while being alerted to variances in set rules within their area of process responsibility. Licenses and comprehensive authorisations determine what the user has access too. Drop down menus, modular areas and ad-hoc drag and drop reporting functions allow for quick access throughout the software; while the golden arrows situated on fields throughout the software allow the user to drill-down through the entire end-to-end business process.
Business Partner Master Data Customer & Supplier Interaction Centre (CIC) The Business Partner, Customer and Supplier Interaction Centre is at the very core of SAP and WR1. This is where key Master Data for each Business Partner is held; providing access to core data for each component of the integrated software solution. Contacts, addresses, job sequences and PO Numbers are held here and made available to the Work Order; from operations through to billing in core finance. Payment terms, bank details, account balances and general ledger account details are all set up as master data. This allows automated journal entries to be made and ensures correct payments and accounting procedures. As a core component of the software, operations, pricing, accounting, contracts, forecasting, CRM or service functions can all be accessed from the CIC.
WR1 OVERVIEW
Contracts & Forecasting Contracts and forecasting manages the materials to supply and provides basic forecasting functionality within the contract period. Contract line items are set up for inbound and outbound materials. Every time there is a weighbridge transaction with the business partner it is “called off” from the contract, leaving a balance to supply. Pricing information is maintained in the contracts by use of the Customer and Supplier Item Pricing (CIP/ SIP) tool. The CIP/SIP determines prices for materials, haulage, units of measure, containers used and distances – on an individual business partner basis. Batch update and copy tools provide quick, easy methods to make incremental percentage or monetary unit changes.
PreBook Instruction Manager The PreBook Instruction (PBI) is the engine that automates the scheduling of regular, cyclical jobs. Each instruction can be set up to automatically generate the Work Order Row (WOR); detailing everything that would be entered on the WOR such as customer, supplier, site, job types, frequencies and route planned into. Billing costs and charges continue to be automatically generated, according to the start and end time of the user-defined instruction.
WR1 OVERVIEW
Work Order Row The Work Order Row (WOR) or Work Order is the focal point for the job instruction. It contains customer/supplier detail such as the order type, container, vehicle, planning and actual dates and times, sales and purchase orders to be raised from the instruction, disposal and haulage charges, expected quantities and any additional charges or penalties to be added. The WOR details purchase, disposal, carrier and license costs; with sites, PO reference details and activities for follow-up action appended, EG: records for assignment, tracking or audit for customer service or billing requirements. The WOR details line-level profitability for complete transparency and clarity of costs and charges before the job has taken place. Reporting is generated automatically from the WOR according to material type, with the WTN and driver job details available for task completion on mobile devices using SmartWorld.
Order Schedule Manger (OSM) The Order Schedule Manager (OSM) details the jobs listed for that required time period; filtered by a number of user-defined parameters on the header detail. The layout of the OSM can be customised according to the columns required. A colour-coded “traffic light” display details the status of the WOR by planned or actual time and date; presenting an intuitive status report that highlights late, delayed or unassigned jobs.
WR1 OVERVIEW
Service Call The Service Call is part of Waste & Recycling One’s extensive, embedded CRM functionality. The Service Call is a more formal method of taking notes against a customer or supplier transaction, service schedule or contract to supply. The Service Call provides Service Level Agreements (SLA’s), activity assignment, call queues, status, task scheduling, response and resolution timings. A solutions template provides direction when handling business partner problems; enabling a rapid, costeffective and continuous process in accordance with the SLA. Extensive reporting and activity management comes as standard; allowing monitoring and reporting on team activities to enhance customer service and ensure all queries are met in a timely manner.
Route Planner Route Planning allows the assignment of jobs to a predefined route and sequence, according to job type and vehicle capacity. Routes can be formatted by specifying route details, materials and container types, vehicle, driver and schedule. Unassigned jobs appear in the bottom left window, ready to be dragged onto a suitable route. Once assigned, sequences can be altered to take into consideration any dynamics in the field. Once complete, the route can be dispatched to an optimisation engine for further refinement, sent to a mobile device via SmartWorld for in-field operations management or printed on driver route sheets.
WR1 OVERVIEW
Vehicle Schedule Manager The Vehicle Schedule Manager administers the variety of jobs assigned to a particular vehicle; based on job type, container, route and capacity. Jobs can be monitored via the assigned vehicle; including route, order date, order status, sales, purchase status and Work Order Row (WOR) details. Reporting can be driven from the VSM form; including Duty of Care documentation, Vehicle/Driver Worksheets and a location snapshot of the vehicle based on the last completed position.
The Disposal Order The Disposal Order or “Weighbridge Screen” is an ‘inbound’ order. The Disposal Order (DO) is utilised to manage inbound materials across single or multiple depots, based on the Contract/Forecast and Work Order that was scheduled prior to arrival. The Disposal Order can also be utilised for quick and easy entry of cash and ad hoc orders that haven’t been scheduled. Drawing through Master Data from material and price to populate the DO ensures all weighbridge transactions are quick and correct. From the DO, Purchase and Sales Documents can be raised automatically and assigned to Journal entry and ledger account determination, with automated project accounting as standard. ISB Global has also developed the DO in SmartWorld as an integrated mobile cloud application to SAP/WR1, allowing greater ease of use and deployment where a dedicated connection is unavailable.
WR1 OVERVIEW
Billing Manager The Billing Manager is the process that monitors operational activities as they are passed over to finance. Once the Disposal Order is complete the Sales, Purchasing and related Invoices can be raised. The Purchase or Sales Orders and invoices can be generated automatically (or manually depending on user preferences) or highlighted as a group to generate the appropriate documents. Once completed, there can also be an additional authorisation phase generated by the Profitability Report. This report acts as a final check for selected transactions that are tagged with authorisation IDs and passed through. Alternatively, alerts can be triggered if profitability thresholds have been breached.
Sales & Purchase Order Manager The Sales & Purchase Order Manager offers an additional process stage to manage the raising of sales and purchasing documentation. Filters allow the user to search on a variety of attributes on the Work Order, to allow for timely billing. Users can also choose between fully automated or manual settings to raise orders according to customer, supplier and Work Order type. Draft Purchase Orders can also be raised for additional authorisation process checks with audit trail available if necessary.
WR1 OVERVIEW
Mass Sales Order Manager The Sales Order Manager allows sales documentation to be raised collectively, speeding up or automating the sales order process when required. Filters allow for search and selection across a variety of attributes of the Work Order; enabling additional levels of checks before dispatching to Accounts Receivable. Invoices can be raised automatically or manually, as a part of an integrated financial and accounting process.
Core Finance Financial and accounting processes form a part of the Waste & Recycling One software. A unique proposition that allows for a seamless billing process, from operations through to finance, with automated project, cost, nominal ledger and accrual accounting rules in place. Journal entries are both controlled by master data and checked automatically against tolerance parameters before committing to finance processes. The result is timely, efficient and correct billing, comprehensive audit trails and instantaneous reporting, providing essential detail on key operating metrics for the business.
WR1 OVERVIEW
CRM & Activity Management Customer Relationship Management (CRM) functions are embedded throughout SAP Waste & Recycling One. Sales prospect management includes user-defined sales stages for greater control over the selling cycle and caters for quotes in the form of draft Work Orders. Diary management is maintained throughout a range of user-defined activities. Bi-directional integration with Microsoft Outlook allows for the synchronisation of emails, tasks, calendars and contacts. Customer Service modules provides a greater degree of management and control over contracted service level agreements and include call queueing, task scheduling and monitoring of response and resolution tasks against the SLA.
Output to Excel, Word & PDF SAP Waste & Recycling One allows the user to output data to MS Word, PDF or MS Excel, for further analysis in a pre-formatted workbook. Users can choose from the internal email function or integration with MS Outlook to send emails directly from SAP via MS Exchange. SAP Waste & Recycling One is also bi-directionally integrated with MS Outlook; allowing for synchronisation and saving of activities for follow up in SAP while synchronising tasks, contacts and calendar appointments.
WR1 OVERVIEW
Fixed Assets, Plant Maintenance, Plant Rental Fixed Assets & Maintenance (FAMe) manages the assets and equipment used at a plant; including the rental or lease to customers and maintenance by subcontractors. SAP Waste & Recycling One monitors and automates Fixed Asset accounting; integrating seamlessly with accounts payable, receivable, ledger and inventory. Assets are maintained as Item Master Data; comprising equipment, parts hierarchies and warranties. Additional functionality caters for Maintenance Contracts, Maintenance Work Orders, Sub-Tasks and Workflow. Work Orders can be preventative, scheduled or corrective and can be monitored and reported upon completion to provide maximum uptime and to drive key performance indicators on total asset utilisation.
WR1 OVERVIEW
Reporting & Business Intelligence SAP Waste & Recycling One provides an array of reporting and business intelligence tools and open architecture for “self-service” reporting requirements. Standard reports such as invoices and statements can be tailored to individual customer requirements, displaying simple information with logic embedded for filtering, display and print. Query generator and query wizard tools allow the user to build comprehensive reports, saved to their own user environment, allowing up-to-date interrogation and real-time data analysis. Drag and drop fields allow for snap-shot relational information on day-to-day metrics and dashboards can be configured in user environments to display and monitor critical process information using dials, gauges and graphs. Large volumes of data can be interrogated in seconds using powerful “in-memory” (SAP HANA) technology in the cloud; using subscription-based Business Intelligence tools like SAP Lumira. As a business automates more processes and users have more time to analyse the wealth of data available to them, they may scale to a self-serving data environment. Data can be interrogated to provide valuable insights into individual product and service attributes. The powerful suite of tools allows for predictive analysis, data mining, customer behaviour studies and complex “what if” scenarios. WR1 delivers competitive advantage by providing enterprise-class business intelligence for small-business scale investment.
ISB Global Limited 7 Canute House | Durham Wharf Drive | Brentford | Middlesex | London TW8 8HP Tel: +44 (0) 20 8232 8884 Email: [email protected] www.isbglobal.com © 2014 by ISB Global Limited. All rights reserved. ISB, ISB Global, WR1and other ISB products and services mentioned herein as well as their respective logos are owned by ISB Global Limited, and may have trademark registrations pending. Data contained in this document is for informational purposes only, without representation or warranty of any kind, and ISB Global Limited shall not be liable for errors or omissions with respect to the materials. The materials are subject to change without notice.
