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2007 V New Features Workshop
 

2007 V New Features Workshop

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2007 V New Features Workshop 2007 V New Features Workshop Presentation Transcript

  • 2007 Version New Features May 2007
  • Installation Internal Reconciliation Financials Enhancements Logistics Miscellaneous Add-ons
  • Installation Internal Reconciliation Financials Logistics Miscellaneous Add-ons
  • System Requirements
    • Supported database platforms:
    • Microsoft® SQL Server 2005 SP1 Standard or Enterprise Edition
    • (only on Windows 2003 Server)
    • Microsoft® SQL Server 2005 SP1 Workgroup Edition
    • Collation Settings: Latin1_General, AS
    • Microsoft® SQL Server 2000 SP4 Standard or Enterprise Edition**
    • **Only for upgrading customers and until end of maintenance program — April 2008.
  • Add-Ons Installation
    • Add-ons are automatically registered to all companies and appear in the Available Add-ons list in the Add-On Administration window with a new installation .
    • XL Reporter is no longer an add-on and is installed automatically with the client setup process
    • Outlook Integration Server component as a part of the Common setup
    • B1IP (Integration Platform) is installed as a part of the Common setup, but is no required for the US
    • The Professional license includes the SAP Add-On license
  • Installation Internal Reconciliation Financials Logistics Miscellaneous Add-ons
  • Incoming/Outgoing Payment Screens – Reconciliation
    • Change in record selection behavior
      • Row selector to select / deselect
      • ‘ Select All’ and ‘Deselect All’ button
      • Option to partially pay JE
      • Opening balances behave as regular record
  • Account Balance Screen – Reconciliation link
    • New ‘Balance Due’ fields for LC, FC and SC
    • Ability to navigate to Internal Reconciliation screen
    • Drill down to applied transactions
  • Manage Previous Internal Reconciliations
    • Split between internal and external reconciliation history
    • New ‘Recon. Amount’ field
    • New ‘Origin’ field
  • Manage Previous Internal Reconciliations
    • New ‘Cash Discount Amount’ field
    • Cancellation/Redo behavior
      • Increase ‘Balance Due’ of all related transactions
      • Re-open transactions
      • Remove Date Closed from reconciliation history of those transactions
      • Reverses and reconcile additional posted transactions (e.g. cash discounts, x-rate etc.)
      • New reconciliation history to be created with reversed transaction detail and with ‘Recon. Type’ of ‘Cancelled’
      • System reconciliation cannot be canceled – e.g. credit based on invoice
  • Applied Transaction Screen
    • New screen to display context related reconciliation history
    • Simultaneously displays multiple reconciliations relating to a particular transaction
    • Cash Discount amount posted on reconciliation can also be displayed on this screen
    • Accessible from most screen
  • Menu Changes
    • Internal reconciliation screen and reconciliation history screens accessed via BP menu for BP reconciliation only
    • Internal G/L reconciliation to be accessed via Financials menu
    • External reconciliation screens accessed via Banking menu
  • Internal Reconciliation – Selection Criteria Screen
    • Access to the Internal Reconciliation Screen
    • New Layout
    • Control account no longer visible
    • No option to display reconciled transactions
    Menu Financials Menu Business Partners Menu Banking
  • Internal Reconciliation – main screen
  • Internal Reconciliation Screen
    • Automatic Calculation in case 1 payment is selected
    • Manual calculation is possible
    • A Journal Entry is created: credit customer, debit cash discount account
  • Internal Reconciliation Screen *
    • Exchange Rate Differences
    • Handle partial reconciliation on a proportional basis - recognizes the difference on the proportion of the amount being reconciled between single payment and 1 or more invoices.
    • Difference recognition date is changing as follows:
        • If reconciliation date is in current period then this date is used
        • If reconciliation date is in previous active period then user chooses between reconciliation date or current system date (default is reconciliation date)
        • If reconciliation date is in previous locked period then user chooses to post at current system date or not to post
    • Exchange rate difference journal lines to be added to reconciliation history
    • Small Difference Management
    • Uses the same setup as existing functionality – e.g. respects the ‘Under/Over Payment Allowed’ field and will post the small difference to the existing BP Under/Over Payment Account.
    • between single payment and 1 or more invoices.
    • Not supported by payment wizard
  • Exercise 1
    • Create 2 A/R invoices:
        • First invoice’s due date should be today’s date
        • Each invoice with the total amount of $500
    • Create an incoming payment on account for $800
    • Open the account balance, and the internal reconciliation screen
    • Add an adjusting Journal Entry and credit the customer account for $180 against any bank account
    • Reconcile the 4 transactions.
    • Use the Applied Transactions report, to view the reconciliation
    • Hint: you will need to adjust the cash discount amount for the second invoice
  • Automatic Internal Reconciliation – Credit Memo
    • Credit memos
    • Credit memos based on invoices to be automatically reconciled
    • Even if for a partial amount
    • Reconciliation history to be automatically created
    • This is to include the following special cases:
        • Credit memo based with added lines
        • Future functionality enabling credit memo value to be increased
  • Automatic Internal Reconciliation - Reversal
    • Reversal Transactions
    • cancel a 3 cases for reversals
        • Journal Entries
        • Incoming/Outgoing Payments
        • Deposits
    • Reversing journal to be automatically reconciled with original journal (BP lines only) – new reconciliation history to be generated
    • Cannot cancel previously cancelled transaction
    • Zero $ documents are automatically reconciled
  • Internal Reconciliation Upgrade
      • 2007 A fixes a legacy reconciliation issue,
      • and likely surfaces it For existing customer, a pre upgrade check has to be conducted
  • Background
      • What?
        • A reconciliation report issue : Customers can get different reports on Business Partner Balance and Aging Report, which could cause confusion & misinterpretation of actual Business Partner balances
        • Not an accounting issue : SAP Business One G/L data has always be accurate
      • Why?
        • Caused by two separate reconciliation engines historically used by SAP Business One. While document level reconciliation engine supports partial reconciliation, G/L level does not. As a result customers could unintentionally create inconsistent data.
      • Who?
        • Affecting most existing customers using versions prior to the 2007 A release
        • Some (not all) are fully aware of the issue and have escalated it in the past
        • Only affecting transactions that have been *partially* reconciled
  • Partial Reconciliation Prior to SAP Business One 2007 A 1) Before partial reconciliation 2) After partial document reconciliation x √ Transactions can be partially recon’d at Document level but not at G/L level 3) After full G/L reconciliation √ G/L level only allows full recon, which could reconcile the same payment twice
  • Impact Assessment Total sample = 187 (escalation) customer databases Before 2007 A Upgrade After 2007 A Upgrade <1% BPs Affected 75% customers affected by IRU for Each customer Each adjustment must be manually managed (Reconciled after the upgrade) 55 Adjustment Journals on average Only affecting open transactions that have been partially reconciled
  • Implications
      • Assess Impact
      • Complete Upgrade
      • Handle Adjustments
    IRU 1-2-3 Recommendation: Install and run the “pre-upgrade tool” Process post-upgrade adjustments (reconcile, post, collect, write-off ) Learn what IRU is, what it means to them To Clear the IRU Issue Pre-upgrade tool, How-to Guide Dedicated support, Risks & worst case scenarios Communication packages To customers… To SAP… Each adjustment must be manually managed
  • Rollout for SAP Business One 2007 A Ramp-Up Program GA New Customers Upgrade Customers Early Adoption Program (SAP Controlled Process) GA Ramp-Up Program Partner Led Process (IRU Tools & Programs) Dec Apr Mai Jun Jul Aug Sept Oct Nov 2007 Jan 2008
  • Installation Internal Reconciliation Financials Logistics Miscellaneous Add-ons
  • JE Support In Dunning and Payment Wizard Option to exclude the JE From the dunning wizard Via the JE settings
  • JE Support In Dunning and Payment Wizard
    • Payment terms are retrieved from the BP master
  • Cost Accounting Enhancements - Key Features Cost Accounting Cost Accounting key Features System wide consistency Distribution Rules history Additional XL Reporter Reports
  • Cost Accounting - System wide consistency
    • Financials:
      • Posting Templates
      • Recurring Postings
    • Banking:
      • Incoming Payment
      • Outgoing Payment
      • Payment Wizard
    • Production:
      • Receipt From Production
      • Issue From Production
    • AR/AP Documents
      • Freight Line
      • Freight Header
    • Inventory transactions:
      • Goods receipt,
      • Goods Issue,
      • Stock Transfer,
      • Stock count,
      • Material revaluation
    • Current status:
    Cost Accounting – Distribution Rules History
    • New Behaviour:
    Cost Accounting – Distribution Rules History
  • Cost Accounting – Reporting *
    • New reports available (e.g. G/L Account->PC and vice versa)
    • XLR to be utilized.
  • Multiple Open Periods - Current Status
    • Active Posting Period setting
      • Sales documents may be entered.
    • Locked Posting Period setting
      • No data entry may be executed within the period in general.
      • If Locked is “Yes” -> automatically Active is “No”.
    • Current Posting Period setting
  • Multiple Open Periods
    • No Current Period:
      • No need to switch between periods
      • Linked period and numbering is determined by posting date
    • User Authorizations:
      • Additional user authorization based on period status
    • Different Period Statuses
      • Merge of ‘Locked’ and ‘Active’
      • New Period Status
    • Automatic change of period status
      • Period status is automatically changed controlled via user authorization.
      • Possible to suppress the feature
  • Multiple Open Periods Status Locked Unlocked Except Sales Unlocked Closing Period
  • SAP Business One 2007: Tax calculation
    • System wide change of Tax Calculation
        • Currently tax is calculated at line level and summed per Tax Group per document.
        • New tax calculation is, to be on the basis of transaction totals per Tax Group/Jurisdiction. Calculated Tax totals are then distributed back to the document/journal lines, so that there is 100% consistency between them.
    Journal Entry Sync between Lines / Doc level
  • Tax Calculation – In Scope
      • System wide change of Tax Calculation
        • Currently tax is calculated at line level. Line level amounts are summed per Tax Group per document.
        • This can result in rounding errors which are inconsistent with the requirement for Tax Group/Jurisdiction based reporting.
        • New tax calculation is to be on the basis of transaction totals per Tax Group/Jurisdiction. Calculated Tax totals are then distributed back to the document/journal lines so that there is 100% consistency between them.
      • Impact
        • On all AR/AP documents, draft documents and journals
        • On methods of Gross and Net Price entry
        • Invoice discounting
        • Cash discount calculation
        • FC, LC and SC tax postings
  • 1099 Enhancements – Key Features *
      • Provide the ability to print the 1099 payment information tracked within B1 on pre-printed 1099 forms according to legislation requirements.
      • Support 4 pre- printed forms- 1099 INT, MISC, DIV and form 1096.
  • Exercise 2
    • Create a new distribution rule for electricity expenses effective from 04/15/2007
    • Divide the expenses 60% for support, and 40% for marketing
    • Create an A/P invoice for electricity bill, with a posting date of 04/16/2007
    • Run the profit center report and view results for your distribution rule
    • Update the distribution rule: affective date = today, division is now 50% for each profit center
    • Run the profit center report, and see if the allocated amounts have changed.
  • Installation Internal Reconciliation Financials Logistics Miscellaneous Add-ons
  • Down Payment Invoice– Scenario Map *
  • Assembly BOM in Pick and Pack
    • Assembly BOM’s appear in blue
    • To Release quantity is the Sales Order Quantity
    • Available to Release and Available to Pick is the minimum of the available to release for each kind of component item divided by the quantity of that component in the assembly
    Based on component minimum QTY
  • Assembly BOM in Pick and Pack
    • Printing the pick list, will provide 2 reports:
    • Printing Order as Pick List will behave the same
  • Sales BOM
    • Choose to hide component in printout only
  • Sales BOM in Pick and Pack *
    • Creating a delivery from the Pick and Pack will:
    • Show parent and all the components in the BOM structure
    • Parent quantity is determined based on the delivered components.
    • Inventory items that were not picked, will appear with a quantity of zero
    • Non inventory items will appear with a quantity which is a multiplication of the completed parent items * base quantity of the component
  • Exercise 3
    • Down Payment:
    • Make sure you have a down payment account on the system setup
    • Create a sales order and apply 20% down payment amount
    • Which documents were created?
    • Copy the order to a delivery and then to an invoice.
    • Pick & Pack:
    • Create a sales order using an assembly BOM
    • Use the Pick & Pack to create a pick list
    • Print the pick list.
  • Serial/Batch Handling
      • During the creation of draft documents, the Serial and Batch Numbers is linked to the draft document.
      • When users attempt to add the draft as a regular document, SAP Business One checks whether the selected serial or batch numbers are still available.
      • No allocation is made
    • When a Sales Order with batch managed items is fully allocated (Batch numbers are selected for the entire quantity), Document Generation Wizard will add a delivery based on that order.
    Draft documents Serial and Batches Before Draft documents Serial and Batches SAP Business One 2007
  • Serial / Batches printing
    • Print the serial and batch numbers inside the documents, and not on a separate page.
    • For serials:
  • Serial / Batches printing – Example * Serial Numbers: S290308, S121107, S031108, S310809, S301011, S280207,S120609, S160407, S040506 USD48.00 USD8.00 9.000 Lexmark 4029 AC LM4029ACA 3 Serial Numbers: S230408, S120708, S040908 USD720.00 USD240.00 3.000 Tape Backup 1920 B20349 2 USD1,536.00 USD384.00 4.000 HP Color Laser Jet A00005 1 Total Price Quantity Description Item # New way 24/11/2008 24/10/05 1/11/2005 2 03 B241108 01/08/2007 01/08/05 1/8/2005 1 02 B010807 12/12/2006 12/12/04 1/5/2005 1 02 B121206 Details Expir. Date Mfr Date Admis. Date Qty Whse Batch
  • Gross profit in reserve invoice
    • Reserve Invoice does not create the stock posting, and the item cost at the time of the Reserve Invoice is just an estimation.
    • The Delivery Note based on the Reserve Invoice create the stock posting and the item cost is the real one.
    • After adding a Delivery Note based on a Reserve Invoice, the real item cost is updated on the reserve Invoice as well, to reflect the real gross profit of the sale.
  • Credit Memo – Current Behavior
  • Credit Memo – New Behavior
  • Tax Only Documents
    • Regular line entry behavior
    • Line marked as Tax Only will only have a Tax impact
    • Applicable both in AR & AP Documents
  • Inventory Revaluation for FIFO
  • Inventory Revaluation for FIFO - Price Change
    • In case of ‘Price Change’ the posting behind the revaluation document is:
      • Debit (Credit): Inventory Account
      • Credit (Debit): G/L Increase (Decrease) Account.
    For each lot displayed in lower grid new price can be set. New price >=0. If ‘New Price’ field is left blank in lower grid, no revaluation is done for that particular lot after adding the document.
  • Inventory Revaluation for FIFO - Inventory Debit/Credit *
    • In case of ‘Inventory Debit / Credit’ the posting behind the revaluation document is:
      • Debit (Credit): proportionally to Inventory Account and Price Difference Account (if Debit/ Credit quantity > ‘In Stock’ Quantity)
      • Credit (Debit): G/L Increase (Decrease) Account.
    ‘ Empty Lot’ checkbox in upper grid enables to display and revaluate also lots with zero quantity. If ‘Quantity’ and ‘Debit/Credit’ fields are left blank, no revaluation is done for that particular lot after the document is added.
  • Landed Cost
    • Removal of 2 step posting
        • Definition of new accounts
    • Allow to link one GR PO to more than one LaC document
        • Right click and choose “Open for landed cost”
    • Rounding
        • No discrepancies between header and row
    • Landed cost to Landed cost copy
        • To handle landed cost estimation
    • Handle zero or negative quantity based on system behavior
  • Logistic point of view
    • A/P Invoice
    GRPO A/P Inv1 Transport A/P Inv2 Loading A/P Inv3 Custom Warehouse
    • Influence on stock value
    • Influence item cost
    • Influence last purchase price
  • Current system behavior of LaC
    • A/P Invoice
    GRPO Landed Cost A/P Service Inv Transport A/P Service Inv Loading A/P Service Inv Custom Warehouse
  • New system behavior of LaC
    • A/P Invoice
    GRPO LaC 1 LaC 2 A/P Service Inv Transport A/P Service Inv Loading A/P Service Inv Custom Warehouse Influence on stock is Immediate With auto. transaction
  • Accounting Point of View **In case Customs don’t affect stock, the amount is posted to an expense account Stock / Custom Allocation Acc ** Custom Allocation Acc / Vendor - - Custom Stock / LaC Allocation Acc Stock / LaC Allocation Acc - Landed Cost LaC Allocation Acc / Vendor LaC Allocation Acc / Vendor - A/P Ser Invoice (doc type Service) - - Stock Allocation Acc/ Vendor A/P Invoice (doc type –Item) - Stock/ Stock Allocation Acc GRPO Loading Transport Items
  • Landed Cost – New Accounts *
    • Landed Cost Alloc. Account per expense type:
      • Will be credited on Landed Cost addition.
      • Will be debited on A/P invoice from vendor
    • Customs Alloc. And Expenses Per customs group:
      • Will be credited in on Landed Cost addition
      • Will be credited on A/P invoice from vendor
      • Expenses debited in case customs do not affect inventory
  • Exercise 4
    • Create a Goods Receipt PO with 2 items
    • Create a landed cost document, based on the first row of the GRPO
    • Add customs and expenses (make sure you all the default GL accounts are defined)
    • Add the Landed Cost. Check the JE that was created
    • Create a landed cost for the second item in the GRPO. Add customs and expenses, this time, choose that customs do not affect inventory
    • Check the JE that was created
  • Installation Internal Reconciliation Financials Logistics Miscellaneous Add-ons
  • 1st page printed to a different printer
      • Document Layout contains 1 st page with main business paper
    • The user can select a printer on which the 1st page will be printed.
    • The other pages will be printed on the printer that is selected in the &quot;printer&quot; field (as it works today)
  • Zoom function for layout designing New icon
    • Several predefined Zoom levels
    • Available space will be filled automatically with Fit
    • Individual size via Custom entry
  • Default Templates per User
      • There is now the possibility to define default for “ selected ” users (not just for “All” & “Current”)
    • The specified users will be selected via users choose from list.
  • Default Templates per Business Partners
    • If there are no selected BP’s (e.g. first time used), the specified BPs’ will first open a selection form
    • Else the selection form results will be displayed in a BP choose from list.
  • PDF support for Layouts/Faxes/Emails (1)
      • PDF is a very common format. Layouts need to be exported to PDF
      • Emailed layouts need to be in a secure and clear format (PDF)
      • Faxed layouts need to have a good quality (not the Jpeg quality)
    • Process Flow
    • The system prompts for file name
    • The system saves the file in the B1- Bitmap library
    • The system opens PDF reader with the layout
    Export a layout to PDF file
  • PDF support for Layouts/Faxes/Emails (2) For Emails/Faxes a PDF layout is attachable
  • Various Changes Change &quot;Field_xxx&quot; to &quot;F_xxx&quot; Unchecked &quot;preview printing layout&quot; and &quot;E-mail layout&quot;
  • PLD Opening Window – Usability change
    • Screen 2007
    Opens the PLD (the default button) Closes the window without saving the default change (active only after a default change) Set one row as default template
    • The Default Layout marked in Bold
    • The selected row marked in yellow
    Change to update when the user sets a new default Closes the window
  • Minimize / Maximize All PLD Windows Together
    • Minimizing or maximizing one of the operative PLD windows, reflects on all PLD opened windows
  • Marked Formula Headers in the Operation list of Formula Editor
  • Snap to Grid Includes Borders
    • 2006 Snap to Grid
    Text Field Text Field Current Snap to Grid Text Field Text Field
  • Display digits changes
    • General Setting and Currencies setup
    • Today, open for changes.
    • New Behavior:
      • Open to increase.
      • After pressing update, “This action is irreversible. Are you sure?”
      • Block to decrease.
  • Enlarge Business Partner Master Data
  • Separate user tables from user fields
  • Settings Form
    • “ Active” column by default checked when “Visible” column is checked
  • Date Picker / Calculator Date Picker in each ‚Date‘ Field selectable Calculator in each ‚Calculate able‘ Field selectable
  • Choose form List
    • Elimination of the need to use asterisk when more than one value starts with…. :
  • Add standard Find field to Authorization
  • Display System Queries on the Main Menu
    • Give another option to open the System Queries through the Main Menu under the right location
    • No change will be done in the Queries Manager
  • Find Mode Fields recognizable with ‘yellow’ fields
  • Approval Procedure - Edit Rejected drafts
    • User will be able to update Rejected documents
      • Change in any field will set “OK” field to “Update” and will enforce approval check (and process)
      • The same draft is used
    • User will be able to save updated documents before saving
      • Enable to work on the draft and then saving (without posting)
  • Approval Procedure - Edit Rejected drafts
  • Approval Procedure - Add inventory documents
    • Add documents to the template -> documents
    • Good receipt
    • Good issue
    • Inventory transfer
    • Templates can work either for Inventory document or for AP AR documents
    • Can’t mix – AP AR and inventory will use separate templates
  • Approval Procedure - Add inventory documents *
    • Add documents to the reports:
    • “ Approval status report”
    • “ Approval decision report”
  • Help - Welcome Screen - 1/2
    • Appears at first login and provides the user with links to useful documents and to the SAP Business One customer portal.
    • The user can choose whether to display in each login or not.
  • Help - Welcome Screen - 2/2
      • The user can initiate the Welcome screen from the Help menu
  • User Training
    • End User eLearning by role:
  • What’s This? - Field Level Help
    • Context sensitive help in the field level is provided, mainly for fields that are not self explanatory or obvious.
    • Activated from the right click menu of each field, as well as from the Help menu
    Right Click
  • Security Enhancements *
    • New options for password validation according to company's requirements:
  • Installation Internal Reconciliation Financials Logistics Miscellaneous Add-ons
  • XL Reporter no longer as Add-on
    • The integration will handle three scenarios:
    • XL Reporter installation – Done from the B1 CD, per each installation (station)
    • XL Reporter administration – The user will have no add-on administration.
    • XL Reporter startup – XL Reporter will start automatically, by demand
    • No need to .Net Frame work installation
    • Upgrade will also be automatic, with the client upgrade
    • New Dimension available:
      • Factor Codes/ Distribution Rule (OOCR)
      • Profit Center
      • P&L based on profit center can be created
    • New attributes added to existing dimension
    • Meta Data DB is eliminated. All tables are embedded in the company DB
  • Outlook Integration
    • Show synch completed when done
        • New Synch log is maintained, and opened automatically after each synch process is completed
    • Alert Message for value date beyond open period & update error message to be more intuitive
        • Regarding synch of open quotations
    • Resolve Conflicts using Latest Changes
        • The record that is most updated (based on date and time) wins during the synch process.
        • User can choose between automatic resolution based on dates, or manual one.
        • Eliminate the need to choose SAP Business One vs. Outlook.
    • Sync Tasks Status Field
        • Tasks status will only be synch in case the value in OL and SAP Business One are the same.
        • The initial default values will be synch from OL to SAP Business One.
    • Apply Last Updated Date as a Synchronization Option
        • Can determine to update contacts that have changed in the last X days/weeks/months
        • Reduce synch time for updating records that have not changed
    • Various enhancements in performances
  • Copy Express
    • Refine dependencies of last categories (1-7)
    • General information adjustment for missing data
    • Tree behaviors:
        • Partial indication in Selection Tree
        • Indication for Display all dependencies
        • Change the place of Projects category
    • Log File:
        • Explanatory error description
        • Print Log
  • Copy Express – Sorting and Filtering
  • Copy Express – New Copy Methods
  • Copy Express – Indicate Changeable Fields
  • Web Tools Overview Web SFA Orders, Quotes, Opportunities Mgmt And Pipeline Mgmt Web Themes & Pages B2C Shopping Cart CRM Prospects and Activities Marketing Campaigns, Content, Ads Coupons/Promotions Account Management Customer, Vendor or Lead, Customer Hierarchy Web Customer Support Customer Self Serve, Service/Support Tickets, Escalations, Document Download Catalog Mgmt Kitting, Variants, BOM, Attributes Selection, Cross Sell, Year Make Model, Multi Tier B2B Orders, Order Approval, Customer Specific Pricing and Catalog Media Library Images, PDF,SWF Etc. Areas with new features or changes
  • Web Tools 2007
    • SAP Business One web tools compatibility v 2007
    • Change from .Net 1.1 to .Net 2.0
        • Enables Ajax technology ( increases page's interactivity, speed, and usability)
    • Improved error handling in synchronization
    • New simplified installer
        • Default or Advanced
    Technical English Language 2005 MS SQL Server 2005A SP1 SAP Business One
  • Administration UI Changes V 5.9 V 2007
  • Security and Check Out
    • Key Changes
      • B2B and B2C
        • New security features
          • Membership provider
            • Security questions
            • Cookie expiration
            • Email security settings
        • Check out process
          • Remove add payment step
          • Addresses streamlined
    • Key Changes
      • Sales - CRM
        • Complete change of Opportunities
          • Fixed Synch
          • Add competition, interests and win/loss reason
        • Salesperson Sales Order
          • Same functionality UI changed
          • Much like a check out
      • Sales – E-Commerce and CRM
        • Discounts/Promotions
          • Promotions for part, category, shipper, manufacturer etc
          • Provides an audit trail
    Sales- E-Commerce and Internal
  • Support and Service Completely Makeover of Support/Service
  • Support/Service
    • Key Changes
      • Support/Service
        • Projects
          • Tasks
          • Work Orders
          • Sub-Projects
          • People
        • Service Tickets
        • Service Contracts
  • Support Solutions
    • Solutions
      • Publish FAQ, How-To Articles etc.
      • Can be used for a Customer Service Portal
  • Catalog and Part Display
    • Key Changes
      • Catalog Additions
        • Attribute Matrix
          • Size, Color Size
        • Part Detail List
          • Save to cart
          • Save to wish list
          • More details
        • “ People Who Bought This Also Bought That”
          • Automatic calculation
  • New Display Options Part Detail List Display
  • Themes – Look and Feel Design
    • Key Changes
      • Enhanced Theme Structure
        • Master Pages
          • Part Detail Design Per Part
      • Increased Design Flexibility
        • Preserve Design Changes With Upgrade
      • Bulk Operation and Filters
        • Accounts/Business Partners
        • Parts/Items
        • Prospects
        • Tickets
  • Certification Exam
    • Delta Certification exam is now available at Pearson VUE
    • Only certified consultants can take the delta certification exam
    • If you are were not certified through Pearson VUE, you must take the 2005 certification first, and then the delta exam.
    • To register go to http://www.pearsonvue.com/
  • Ramp Up
    • Enter nomination at SAP Channel Partner Portal .
    • The following rules apply to the program:
    • Both new customers and upgrade customers can participate in the ramp-up program.
    • New customers are considered customers that have just signed the contract but didn't start the implementation process yet, or customers that have recently started the implementation process with a go-live date later than April 2, 2007.
    • Upgrade customers are live customers. For these nominations, a copy of the customer's database will need to be transferred to support for SAP Business One.
    • For customers using solution partner's add-ons, you must verify with the add-on provider that it has tested and is supporting the new version.
    • Customers using the e-commerce solution will be able to join the ramp-up program in June when the solution is approved for use with the new version.
    • New features that are added to the 2005 SP1 enhancement package will not be part of the 2007 ramp-up version. If you choose to upgrade to the enhancement package, you will be able to participate in the ramp-up program.
    • You can find the link for the nomination form on the Ordering Page under SAP Business One -> Software Ordering -> Nomination Request for SAP Business One Version 2007A -> Request Nomination . Click here for a direct link.
  • 2007 Trivia -1
    • True or False: it is not possible to partial pay a manual journal entry
    • False
    • At what point is the cash discount calculated on the internal reconciliation screen?
    • When you choose 1 payment and one or more invoices
    • Is it necessary to reconcile a zero amount invoice?
    • No
    • When you cancel a reconciliation with exchange rate differences, will that transaction be reversed?
    • Yes
  • 2007 Trivia - 2
    • What SQL version can be used with a full installation of the 2007v?
    • MS SQL 2005 Only
    • True/False: It is not mandatory to have a license in order to use any of the SAP Add-ons
    • False. The SAP Add-on is now part of the regular SAP Business One license
    • Is it possible to exclude certain manual JE from the Dunning Wizard?
    • Yes
    • What is the new posting period status?
    • Closing Period
  • 2007 Trivia - 3
    • Which documents are automatically created when a down payment amount is applied to a sales order?
    • Down payment invoice and incoming payment
    • Is it possible to link a down payment invoice, to an invoice, that was not paid?
    • No
    • True/False: When you deliver a sales BOM using the Pick and Pack, only inventory items will appear on the delivery document
    • False. All items of the BOM will appear, no matter if they are inventory or not.
    • How does the system calculate the available quantity to release of an assembly BOM?
    • minimum of the available to release for each component divided by the quantity of that component in the assembly BOM
  • 2007 Trivia - 4
    • Which valuation methods are supported by the Material Revaluation document?
    • All (FIFO, Standard and Moving Average)
    • True/False: Landed cost expenses will always affect inventory value
    • True
    • What are the 3 options for setting a default template to different users?
    • Current user, all users, specified users
    • Can user defined queries be added to the main control panel?
    • No. Only system queries were added in the new version
  • Thank You
    • Any Questions?
    • Thank you and good luck!