On March 7th, 2019, NewIntelligence held a webinar on Accounts Receivable reporting (part three in our webinar series) to teach companies how to get the most out of their existing SAP B1 infrastructure investment through advanced reporting and dashboarding, with SAP B1 QuickStart, our out-of-the-box fixed cost solution at an affordable price that takes just 2-3 weeks to deliver.

Corey Mendelsohn, President of NewIntelligence, showed attendees how our solution utilizes IBM Cognos Analytics, which allows each user or group to quickly create user and task-specific reporting, forms, notifications and analyses with no need for IT involvement.  

Some of the built-in reporting capabilities of our AR QuickStart module that we highlighted include the ability to:

•  Report on multiple data sources across modules, view outstanding, paid, and applied invoices;

•  Drill-thru allowing users to dig deep into details in all areas of the reports;

•  Create alerts based on predetermined criteria.

Here is a summary of some of the capabilities that were shown during the demo portion:

Corey showed how to create a dashboard in IBM Cognos Analytics on Accounts Receivable information using NewIntelligence’s SAP B1 QuickStart. We saw how to include AR measures ‘Invoice Total’ and ‘Paid Total’, as well as how easy it is to create an ‘Outstanding’ measure with a calculation of ‘Invoice Total – Paid Total’. He then showed how you can add other measures like ‘Bill-To Customer Group’ and ‘Bill-To Salesperson’, filter by these measures and drill through on ‘Invoices Outstanding’.

We then demonstrated how to create a cross-tab report in Cognos Analytics with NewIntelligence’s SAP B1 QuickStart with AR measures ‘Invoice Total’ and ‘Paid Total’ as well as how to create a calculation for a new measure ‘Outstanding’ using ‘Invoice Total – Paid Total’ to report on ‘Customer Group’ by salesperson.

Additionally, attendees were shown how to modify an already created Cognos accounts receivable report, how to create prompts and to drill-through from a report that is more summarized to a more detailed report in NewIntelligence’s SAP B1 QuickStart.

To watch a replay of the full webinar, click on the button below: