SAP BUSINESS ONE: SIMPLE YET POWERFUL
A Presentation of
Navigator’s
NB1S Add-ins for SAP Business One
NB1S Add-ins for SAP Business One
Extends Business
One Service to Full
Service Offering
Designed for
Capabilities
• Depot Service Firms
• Service Dispatch & Schedule
• RMA Tracking
• Service & Maintenance Quotes
• Mobile One Field Service
• Document Management
Service One
Extends B1 Service Functionality

Service Window shows all customer information
Not Supported
Supported

Links Service Calls to Returns or Schedule
Not Supported
Supported
Limited
Enhanced
Field Service

Service Call for triaging the customer issue
Limited
Enhanced

Link one or more service activities or tasks
Cumbersome
Enhanced

Record costs of labor, materials, expenses
Cumbersome
Enhanced
Not Supported
Supported
Scheduling & Dispatch
• Field Service Firms
Business One

View the availability & schedule of technicians
Not Supported
Supported

Dispatch the technician to the customer’s site
Not Supported
Supported

Link to Google Maps for Directions
Not Supported
Supported
Not Supported
Supported
Depot Service & Repair

Create Returns Directly or from a Service Call
Not Supported
Supported

Schedule Replacement Deliveries
Not Supported
Supported

Create Production Orders for Repair
Not Supported
Supported
Not Supported
Supported
Remote Data Collection

Web Enabled Time, Materials, Expense Entry
Not Supported
Supported

Mobile One Support for Handhelds
Not Supported
Supported
Supported
Supported
Reporting

Drag & Relate
Supported
Supported

XL Reporter Dashboards
Supported
Supported
Supported
Supported
Multiple Languages
Service One for SAP Business One
NB1S Add-ins for SAP Business One
Customer Service Window
Search for the
customer record in
a variety of ways
Display all relevant
customer data on
one screen with
drill down
Rate Partners on their
importance, and record their
satisfaction
Drill customer to
contracts to
equipment to
service calls to
activities to
returns to
invoices
Service One for SAP Business One
NB1S Add-ins for SAP Business One
Customer Service Window
Display a map of the
location, directions
and satellite view
Service One for SAP Business One
NB1S Add-ins for SAP Business One
Scheduling Window
View the current resource schedule of activities in a Gantt chart
Schedule a new activity, or reschedule and existing activity
View by day, work week, week or month
Service One for SAP Business One
NB1S Add-ins for SAP Business One
Dispatch Window
Dispatch open service calls to
available technician by dragging
and dropping calls
Service One for SAP Business One
NB1S Add-ins for SAP Business One
Customer Returns and Depot Repair
Create a customer
Return or RMA
directly from the
Service Window
Service One for SAP Business One
NB1S Add-ins for SAP Business One
Customer Returns and Depot Repair
Or start with a
Service Call, and
tie the customer
return or RMA to
the Service Call
Service One for SAP Business One
NB1S Add-ins for SAP Business One
Customer Returns and Depot Repair
The Return/RMA
requires a Return
Method:
The Service Call is
linked to the
Return/RMA
- Return for Credit Cross Ship
Replace/Repair Loaner
Service One for SAP Business One
NB1S Add-ins for SAP Business One
Customer Returns and Depot Repair
When a return or a RMA
is processed, a
dialogue box can be
accessed to record
additional user
defined variables
based on the product
type returned.
Service One for SAP Business One
NB1S Add-ins for SAP Business One
Customer Returns and Depot Repair
The “MRB” or Material
Review Board Report
shows the items
returned that require
disposition.
Service One for SAP Business One
NB1S Add-ins for SAP Business One
Customer Returns and Depot Repair
Replace & Scrap – Creates a Sales Order to
deliver a replacement item, and creates a
Goods Issue to Scrap the Returned Item
Repair & Return – Creates a Production Order
to Repair the Item, and a Sales Order to deliver
the repaired item.
Send Back – Creates a Sales Order to deliver
the original item.
Replace & Repair – Creates a Sales Order to
deliver a replacement item, and a production
order to repair the damaged item.
Return to Vendor – Creates a Vendor Return
Service One for SAP Business One
NB1S Add-ins for SAP Business One
Customer Returns and Depot Repair
The Service Call Keeps a
complete activity history of
all the activities from RMA
to Return to Warehouse
Transfer to Sales Order /
Delivery to Repair Order
Service One for SAP Business One
NB1S Add-ins for SAP Business One
Data Collection
Service One supports
SAP eCommerce for
creating/reviewing service
calls or tickets, reviewing
customer equipment, etc
Web enabled Time &
Expense Entry
Mobile One for Off-Line or
Remote Review and
Update of Service Calls
Service One for SAP Business One
NB1S Add-ins for SAP Business One
XL Reporter – Service Dashboard Example
Service One for SAP Business One