4.18.24 Movement Legacies, Reflection, and Review.pptx
Sbo solution detail
1. SAP Solution in Detail
SAP Solutions for Small Businesses
and Midsize Companies
SAP Business One
Streamline Your Business, The SAP® Business One
application provides an
Accelerate Profitable Growth
affordable, comprehensive
A Single, Affordable Application solution for managing your
Exclusively for Small Businesses entire business – from sales
and customer relationships
to financials and operations.
With SAP Business One,
small businesses can
streamine operations, act
l
on timely and complete
information, and accelerate
profitable growth.
2.
3. content
4 SAP Business One 3 Reporting
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4 Streamline Your Entire Business 4 Simplified Reporting with
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with a Single Application Crystal Reports
5 Strengthen Customer 5 Predefined Reports
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Relationships and Loyalty 5 Microsoft Outlook Integration
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5 Act on Instant and Complete 6 Single-Server Architecture
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Information 7 User-Friendly Configuration
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5 Adapt to Meet Your Changing and Personalization
Needs 7 Configuration Features
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7 Search Assistance
1
6 Designed Exclusively for Small 7 Alerts and Approvals
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Businesses 7 Local Best Practices
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6 SAP Business One Key 8 Customization
1
Functionality 8 User-Defined Fields
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6 Accounting and Financials 8 System Reliability and
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6 Sales and Customers Performance
6 Purchasing and Operations 9 Data Archiving
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6 Inventory and Distribution 9 Software Development Kit
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6 Reporting and Administration 9 Features
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7 Accounting and Financials 9 Components
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7 SAP Business One Key
Functionality 0 SAP Solutions for Small
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8 Real-Time Accounting Businesses and Midsize
8 Accelerated Month-End Closing Companies
9 Financial Reporting 0 Learn More
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9 Sales and Customer Relationship
Management
9 Opportunity Management
9 Customer Service and Support
0 Sales
1
1 Purchasing
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2 Material Requirements Planning
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2 Inventory Control
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4. SAP® Business One
Completely Integrated
Management Functions
To grow your business, revenue and expenses, you will be posi
tioned to optimize cash flow, increasing
you need to devote time to your financial strength and the flexibility
more important things than to respond quickly when business
opportunities arise.
piecing together infor ation
m
and operational details from The SAP® Business One application is
an affordable, comprehensive solution
disparate business systems. that provides functionality for every
If your sales, accounting, core process you need to run your
entire business. Unlike niche solutions,
and operational systems are SAP Business One supports integrated
not integrated, your pro uc
d management functions, including finan
cials, sales, customers, inventory, and
tivity inevitably suffers. When operations, without the need for sepa
you must search for critical rate installations and complex integra
tion of multiple modules. Designed
business information such as specifically for small businesses, it’s
customer records or inven quick to install, and more important,
straightforward to maintain and use.
tory levels in differ nt loca
e
tions, you can’t make timely, Streamline Your Entire Business
with a Single Application
sound deci ions and meet
s
customers’ needs quickly. By integrating all critical business
func ions, SAP Business One supports
t
sales, customer relationship manage
Maintaining a competitive edge means ment (CRM), purchasing, inventory,
having clear view of all aspects of your operations, financials, and human
business. It means streamlining pro re ources. Business information
s
cess s and always being able to get the
e captured in a single system is instantly
information you need when you need it. accessible across the organization,
If you can effectively track and access eliminating duplicate data entry along
all customer-related information, for with related errors and subsequent
example, you can better service your costs. Workflow-based alerts trigger
customers at every point of contact, auto-response when important busi essn
helping ensure repeat business. And if events occur, so you can monitor and
you can accurately monitor and manage focus on those that are most criti al.
c
4 SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth
5. Freed from constantly reacting to day- through relevant data and get answers with its published software develop ent
m
to-day minutiae, you can spend more quickly. Employees can respond to cus kit and over 550 add-on solutions that
time driving your business forward. tomer needs faster, and your managers have been built by our software solu ion
t
can track revenues, costs, and profit partners, you can extend SAP Business
Strengthen Customer margins so they can assess business One to meet your specific business and
Relationships and Loyalty performance and determine how to industry challenges. In addition, unlike
improve it. many other small business solutions
SAP Business One enables you to on the market today, SAP Business
manage sales, customer service, and One provides worldwide coverage with
support – all integrated with other busi “I’ve had extensive experience 40 country-specific versions on a single
ness functions across the company. platform, delivered and supported locally
With the service call component in SAP
with five major manufacturing so you can confidently grow your busi
Business One, you can effectively resource planning systems, and ness overseas.
respond to customer service and support
calls and find resolutions more quickly.
I can tell you that SAP Business
Detailed service reports related to call One . . . stacks up very well
volumes, durations, and response times
allow you to assess progress and take
against the best of them, even
necessary actions. With SAP Business though it targets smaller com
One you can also analyze customers
using data from sales, operations, and
panies. It is very flexible and is
finance to identify ways to serve them much more reasonably priced.”
faster and better.
Lou Giovannone, Group Controller,
Fagerdala USA Inc.
Act on Instant and Complete
Information
SAP Business One captures critical Adapt to Meet Your Changing
data across sales, customers, opera Needs
tions, and financials in a single applica
tion for immediate access and use. SAP Business One is quick to set up
With the addition of the fully integrated and configure, allowing you to minimize
Crystal Reports® software, it delivers the IT involvement (average implemen
compelling reporting functionality and tation time is about two to eight weeks,
information access that give you crucial depending on your circumstances).
insights into all parts of your business. And as your business grows, you can
With “drag-and-relate” and interactive adapt and customize the software to
drill-down functionalities, you can click meet your changing needs. For instance,
SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth 5
6. Designed Exclusively for Small
Businesses
An Affordable Solution from
the Industry Leader
Drawing on more than 35 years of • Initiate marketing campaigns by using Reporting and Administration
SAP business management software templates for mass e-mails SAP Business One provides powerful
experience, SAP Business One is an • Provide support for customer service, integrated analytic and reporting tools
afford ble, award-winning product built
a service contracts, and warranties to help you access the critical business
exclu ively for small businesses. As a
s information you need. With SAP Busi
complete, integrated software applica The software also lets you manage and ness One together with fully integrated
tion, SAP Business One eliminates the maintain customer contacts with full Crystal Reports, you can gather data
cost and hassle of integrating multiple Microsoft Outlook synchronization, which from multiple sources and generate
stand-alone applications. Its intuitive results in increased sales effec iveness
t timely and accurate reports based on
interface and vast configurability mini and stronger customer relationships. critical company data across financials,
mize IT complexities for implementation sales, customers, inventory, service,
and ongoing maintenance. Purchasing and Operations production, and operations. Completely
Every small business needs a system integrated with the Microsoft Office
SAP Business One Key atic approach to managing the procure products and focused on data security,
Functionality ment process, from creating purchase Crystal Reports allows you to choose
orders to paying vendors. SAP Business from a variety of report formats and to
The following are key areas where One helps coordinate the complete control access to information displayed.
SAP Business One can support your order-to-pay cycle, including receipts, You can also use drag-and-relate func
business. invoices, and returns. You can also plan tionality and interactive drill downs
material requirements for production, through multiple levels of relevant data
Accounting and Financials control bills of material, and replenish to get complete information instantly.
SAP Business One helps you manage inventory automatically. And using SAP
your general ledger, journals, budgets, Business One’s robust reporting func
and accounts payable (AP) and receiv tionality, you can quickly analyze the
able (AR). You can conduct all your performance of your vendors and adjust “With SAP Business One,
banking activities, including processing your procurement strategy accordingly. we know where orders are
bank statements and payments by
methods such as check, cash, and Inventory and Distribution at all times. We know if the
credit card, as well as internal and SAP Business One enables you to orders are profitable or not.
external reconciliation of various manage your inventory and operations
accounts. You can also create various – including picking, packing, shipping, We can predict cash flow.
financial reports including profit and and billing. You can perform inventory We can see what’s selling
loss, cash flow, balance sheet, aging, valuation using different methods such
and profit center reports. as standard costing, moving average, and what’s not, so we
and FIFO; monitor stock levels; and know where to change
Sales and Customers track transfers in real time and across
With SAP Business One you can: multiple warehouses. In addition, you pricing and promotions
• Track sales opportunities and can run real-time inventory updates and or adjust inventory”
activities from first contact to the availability checks, as well as manage
close of sale pricing and special pricing, which allows
Dave Hirschkop, Owner and President,
• Create quotes, enter orders, and you to automatically apply volume, cash,
Dave’s Gourmet Inc.
manage invoices, incoming pay ents,
m and account discounts to transactions
and credits for returns with vendors and customers.
6 SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth
7. Accounting and Financials to support your businesses processes Journal vouchers – Save multiple man
and reporting requirements. You can ual journal entries to a batch to review
With support for multiple currencies, create segmented charts of accounts them before processing. This allows
budgeting, and bank reconciliation, that represent your departments, divi you to verify and correct postings if
SAP Business One delivers financial sions, regions, branches, and so forth. necessary before they are entered into
man ge ent functionality that enables
a m the general ledger.
your enterprise to be more efficient Journal entries – Benefit from func
and more productive. tionality that automatically posts journal Tax engine – The patented tax engine in
entries from the sales, purchasing, SAP Business One has been designed
Chart of accounts – Create and manage and banking areas and also either to address a variety of complex tax
charts of accounts for any country using manu lly or automatically creates new
a requirements while maintaining a user-
locally compliant templates, which you jour al entries. You can search for
n friendly interface that can be main ained
t
can adapt to fit your unique business existing entries and automatically by your company’s tax professional. The
needs. Define individual charts of up allocate each transaction to a project tax engine has a high degree of config
to 10 segments (or levels), if needed, or a profit center. urability, allowing it to address known
tax requirements in addition to future
tax modifications.
SAP® Business One Key Functionality
Accounting and Financials Sales and Customers Purchasing and Operations
Inventory and Distribution
• General ledger and journal • Opportunities and pipeline • Purchase orders and deliveries • Items management, item queries
entries management • Goods receipts and returns • Receipt to stock, release from
• Basic cost accounting and • Customer contact and activity • AP invoice and credit notes stock, and stock transactions
monitoring project costs management • Bills of materials • Stock transfer between multiple
• Basic budget management • Sales quotations and orders • Production orders warehouses
• Banking and bank statement • Invoicing and crediting • Forecasting and material • Serial number management
processing • Sales and pipeline forecast requirements planning • Inventory revaluation
• Payment processing and • Service contract management • Customer and vendor catalog
reconciliation • Service call management and • Price lists and special pricing
• Financial statements and tracking • Batch management
reporting • Pick and pack
• Sales tax and VAT
• Multicurrency support
Reporting and Administration
• Fully integrated with Crystal Reports® software
• “Drag-and-relate,” drill downs, search assistance, workflow-based alerts
• Employee directory and administration, employee time
• Remote support platform
• Data migration workbench, data archiving
• SAP® Business One Software Development Kit including the data interface application program interface (API) and user interface API,
user-defined fields and tables, and solution packager
SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth 7
8. Budgets – Define and manage budgets software automatically posts a journal
against general ledger accounts. Con entry in the general ledger so you don’t
figure budget allocation methods; define have to perform additional posting or
budget figures in any currency (local, batch processing.
foreign, or both); and display a summa
rized budget report that compares actual Quick drill down – Drill down to infor
and planned figures. With SAP Busi ess
n mation at the posting level. For example,
One, you can create an online alert that while viewing the journal entry for a
notifies you if a transaction exceeds sales transaction, you can drill down to
the monthly or annual budgeted limit. see chart-of-accounts information.
Posting templates – Define general
ledger account templates to save time Profit center – Define different profit Complete chart of accounts – Drill
and help avoid mistakes during the centers or departments and allocate down on the balance field to see trans
manual posting of journal entries. corresponding revenue and cost actions that make up a specific balance.
accounts to a predesignated profit
Recurring postings – Define your center in the chart of accounts. Accelerated Month-End Closing
own postings for regular execution in SAP Business One offers functionality
accountng and specify a frequency for
i Profit center report – Run a profit- to support month-end closing.
each recurring posting. With recurring and-loss statement based on revenues
postngs, the application automatically
i and costs – both direct and indirect – Automated tasks – Accelerate month-
reminds you to post your transactions. as defined in the allocation rules. You end closings by assigning tasks to indi
can run it for any profit center, choose viduals or creating reminders to manage
Reversing journals – Reverse month- between annual and monthly display various aspects of the closing via the
end accruals automatically. By default, formats, and compare the results with activity window.
reversal of specified postings occurs figures for the previous period.
on the first day of the next month, but Control accounts – Identify accounts
SAP Business One allows users to Distribution rules – Define different as control accounts and assign them as
specify a different reversing date for distribution rules to characterize default posting accounts for the increase
each posting, if desired. busi ess activities and then allocate
n or decrease to customer or vendor
reve ue or cost accounts to the
n balances. This helps ensure synchroni
Exchange rate differences – Periodi corresponding distribution rule. zation between the general ledger and
cally evaluate your open items in foreign the subsidiary ledgers.
currencies to identify differences and Real-Time Accounting
choose the appropriate correction SAP Business One supports real-time Period-end closing – Use this feature
transaction. accounting with the following. to create specific postings in the
accounting system when a posting
Banking – Track all banking processes, Fully integrated financials – Automate period (or fiscal year) ends. You can
from cash receipts and check writing to key financial and banking management transfer previous general-ledger account
deposits, advance payments, credit card activities with fully integrated function balances from one period to another.
payments, and account reconciliation. ality. When you run a transaction, the
8 SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth
9. Financial Reporting Opportunity Management Dynamic reports – Obtain a unique,
SAP Business One offers the following Record every sales opportunity, from time-phased view of business data
financial reporting functionality. lead identification of the customer with the dynamic opportunity-analysis
through discovery, qualification, pro report, which enables you to readily
Crystal Reports – Quickly generate posal, closing, and after-sales service spot trends, patterns, and behaviors
real-time financial reports in a variety and support. You can even enter details of sales opportunities and personnel.
of layouts and export them into formats of the opportunity, including the source,
that best meet your needs, including potential deal size, closing date, com Customer Service and Support
Adobe PDF, Microsoft Word, Microsoft petitors, and activities. SAP Business One delivers CRM
Excel, and XML. functionality as part of the application,
Business partner master record – helping to ensure full control of cus
Multilevel reporting – Create reports Manage all information about custom tomer acquisition, retention, loyalty, and
that allow your data to be grouped ers, resellers, and suppliers, including profitability for your business. Tightly
and viewed at all levels. If you need e-mail addresses, profiles, sales reports, integrated functions across marketing,
to access lower-level detail, you can activities, and account balances. Use sales, and service provide end-to-end
readily drill down all the way to the the calendar to track your activities and visibility for the complete lifecycle.
posting level detail directly from your perform keyword searches to find
report output. specific items in the calendar. Service call functions provide support
for service operations, service con -
Integrated reports – Create advanced Opportunity analysis – Analyze oppor tract management, service planning,
reports with integrated business infor tunities by lead source, territory, industry, customer interaction activity tracking,
mation across financials, accounting, customer, and item. The reports show customer support, and management
inventory, sales, and purchasing. forecasts and anticipated revenue by of sales opportunities.
various date ranges, such as month
Sales and Customer Relationship and quarter. You can view distribution Service contracts – Create a regular
Management of leads by source over time to identify support or warranty contract for items
the most profitable lead-generation or services sold to a customer. The
SAP Business One delivers compre activities. contract maintains the start and end
hensive, integrated sales and service dates as well as specific contract
functionality, helping to ensure total Prospect management – Import terms, which could include guaranteed
control of customer acquisition, reten thousands of prospects from Microsoft response or resolution times.
tion, and profitability for your business. Excel files or other standard file formats,
Tightly integrated features across such as comma-separated value (CSV) Customer equipment cards – Maintain
marketing, sales, and service provide files, and then manage and follow up detailed information about an item sold
end-to-end visibility for the entire on activities. Add prospects to e-mail to a customer, such as a manufacturer’s
customer lifecycle. cam aign lists, contact lists, and news
p serial number, replacement serial
letters. Target prospects or business number, and service call history. Cards
partners with e-mail and cold-call also list service contracts assigned to
campaigns. the specific item.
SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth 9
10. Customer equipment report – View the next – from sales quotation to the
all equipment and corresponding serial sales order to delivery note to the AR
numbers sold to a customer or range invoice – saving you time and reducing
of customers. errors. The solution also gives you the
flexibility to adapt the steps in the sales
Service calls – Review information process to fit your needs and specific
about all service calls that were created, business processes.
resolved, or closed on a specified date
or within a range of dates. You can Sales quotation – Create sale quota
restrict the report to see service calls tions for your leads and customers.
for a specific queue, technician, problem You can calculate gross profit for each
type, priority, item, or call status. You quotation, readily review the sales price
can choose whether to include a view history, and, once you create a quota
“It used to take us about
of overdue calls. tion, quickly export it to Microsoft Word. five days to complete an
Service calls in the queue – Track and Order – Simplify entry of sales orders
order. Now, we average
maintain service calls by reviewing the by accessing item availability informa two days, so our ordering
call history related to a particular event. tion through an available-to-promise
You can monitor the status of a call and report across multiple warehouses.
and fulfillment processes
assign it to individual technicians or When a shortage arises, choose to are 60% faster. We deliver
maintain them in a team queue. order from a list of alternative items or
allow the item quantity to be partially
more parcels, faster, and
Response time by assignee – Follow the delivered. Orders can support different more efficiently – and
communication between a cusom r
t e delivery dates and ship-to addresses
and the service department and track for each line item, and you can auto
with fewer people.”
the time needed to properly respond matcally create purchase orders from
i
Jonathan Schaffer, Managing Director,
to a single service call. a sales order and drop-ship the items
Plum Products Ltd.
to the customer’s site.
Sales
Delivery – Generate packaging docu
Sales management tools in SAP Busi mentation for all goods shipped to a Returns processing – Quickly process
ness One allows you to create price customer. The built-in packaging func returns, and adjust your inventory and
quotes, enter customer orders, set up tion facilitates the “virtual input” of AP balance with the corresponding
deliveries, update inventory balances, items into different parcels when a vendor.
and manage all invoices and accounts delivery is created. You can store the
receivable. SAP Business One offers delivery tracking number and access Backorder processing – Track orders
efficient document develop ent for
m the shipping status within the delivery that cannot be delivered to customers
every step throughout the sales process, note with the click of a mouse. The soft due to inventory shortages, and
including quotations. All relevant infor ware automatically updates ware ouse
h automatically fulfill outstanding orders
mation is moved from one document to quantities when you make a delivery. when items are received to inventory.
10 SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth
11. AR invoice – Automatically create a sales orders, deliveries, returns, or AR required shipping date. A purchase order
corresponding journal entry with each invoices as a basis. For example, you updates the available quantity of the
invoice. As a result, you can create an can group all existing sales documents ordered items and informs the ware
automatic receipt if the customer in a single invoice for any given customer, house manager of the expected delivery
chooses to pay only part of the invoice. or create summarized invoices for any date. In addition, you can split a single
given customer based on a variety of purchase order into multiple parts when,
AR invoice and payment – Create an orders and delivery notes collected over for example, items need to be shipped
invoice and receipt in one step by using the course of a month. to multiple warehouses.
information from the same document.
Dunning wizard – Automate the pro Goods receipt purchase order – Decide
AR credit memo – Readily import data cess of creating and sending reminder whether you would like to receive deliv
from the original invoice when creating letters to customers with outstanding eries at one warehouse or multiple
a credit memo for returned merchandise. payments. Execute the wizard at regular warehouses. Goods receipts may be
intervals, such as monthly or weekly, linked to a purchase order, which means
Down payments – Apply your to check for outstanding customer that the purchase order quantity can
customers’ down payments to sales invoices, and send a series of late change if the quantity received does
orders. You can process a down pay notices with different levels of severity not match the original order amount.
ment with or without an invoice, and at predefined intervals. In addition, you For items that need to be returned to
can decide whether you would like can maintain a payment history for the vendor, a goods return document
to create the appropriate accounting each customer so you can make more can be created to either partially or
postings once the down payment is informed decisions when it comes to com letely reverse the quantity and
p
made or only document without creat defining payment terms for future orders. prices in goods receipt PO.
ing any postings.
Purchasing AP invoice – Process payments to
Document printing – Select period, suppliers by acting on journal entries
document number, or document type to You can manage and maintain supplier- the software automatically generates
print sales and purchasing records. related activities with SAP Business when you process supplier invoices.
One, including issuing purchase orders,
Document drafts – Print, edit, and updating inventory quantities, calculat AP credit memo – Issue a credit memo
man ge all documents that have been
a ing the landed cost value of imported to any supplier for returned merchan
saved as drafts. items, delivering goods, and handling dise. You can quickly draw the data
returns and credits. required for that credit memo from the
Document generation wizard – Auto original invoice.
mate the creation of documents used Purchase order – Create purchase
in the sales and fulfillment activities by orders for materials or services you Landed costs – Calculate the purchase
using information from one or more other order, and print, mail, fax, or e-mail them price of merchandise by allocating the
documents as a starting point. With the directly to the supplier. A purchase order various landed-cost elements (such as
help of the wizard, you can decide to can be created from a sales order to freight, insurance, and customs duties)
create target documents such as deliv ensure that the appropriate levels of to the FOB cost of each item. The
ery notes or invoices automatically using goods are in the warehouse on the actual warehouse value of merchandise
updates automatically.
SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth 11
12. Down payments – Manage your Forecasts – You can predict demand er tes a recommendation report that
a
vendors’ down-payment requests for based on historical purchases, received offers advice to either make or pur hase
c
purchase orders. You can process orders, and other forecasting metrics in items. Numerous drill-down options let
the down payment with or without an the MRP wizard. Forecast calculations you view the net requirement calcula
invoice, and can decide whether you help you anticipate demand for your tions and the actual documents driving
would like to create the appropriate product and adjust material planning the gross requirements.
accounting postings once the down accordingly.
payment is made or only document Order recommendation report –
without creating any postings. MRP wizard – Arrange for and optimize Automatically create production orders
future material requirements; manage and purchase orders based on informa
Freight charges – Track and document and execute purchasing and manufac tion in a recommendation report. If an
any additional costs – like freight charges turing recommendations and excepions.
t item needs to be outsourced, you can
– involved in purchasing transactions By considering both minimum order readily convert a production order to
such as insurance, shipment or other quantities and order multiples, you can a purchase order. You can also consoli
fees that apply to your goods. take advantage of purchase price breaks date purchase orders to the same sup
or standard production lot sizes and plier into one order, further streamlining
Document drafts and printing – Edit thereby reduce costs. The wizard gen the purchasing process.
and manage all purchasing documents
that have been saved as drafts and Inventory Control
print them (including drafts) by period, SAP Business One is an
document number, or document type. Manage item master data, serial num
affordable, award-winning bers, and price lists, as well as define
Material Requirements Planning product built exclusively for alternative items, perform inventory
increase or decrease adjustments,
SAP Business One offers a simple yet
small businesses. As a com execute cycle counts, and generate
powerful planning function to help you plete, integrated soft are
w pick lists for open sales orders.
schedule and manage items that will be
produced or purchased using a variety
application, SAP Business The software offers the following
of criteria. SAP Business One replaces One elimi ates the cost
n inventory control functionality.
informal, ad hoc, error-prone production
scheduling with a more structured pro and hassle of integrating Item master data – Define production
cess using better information from bills mul iple stand-alone appli
t items (make), purchase items (buy), and
of material, inventory data, inputs from noninventory items (labor and travel,
scheduled production and purchase cations. Its intui ive inter
t for example) while maintaining default
orders, and demand inputs from actual face and vast conigurability
f information such as purchasing supplier,
and forecasted orders. purchasing and selling unit of measure,
mini ize IT complexities for
m and tax status for each item. You can
The software offers the following implemenaion and ongoing
t t maintain inventoried items in multiple
material requirements planning (MRP) warehouses with differing asso iated
c
functionality. maintenance. costs depending on location. SAP
12 SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth
13. Busi ess One supports most common
n Inventory transfer – Move inventory
invenory valuation methods, including
t among warehouses.
stan ard cost, weighted moving aver
d
age, and FIFO methods. You can define Inventory revaluation – Reevaluate your
a procure ent method (such as make
m item costs and inventory value without
or buy) as well as order intervals in changing quantity levels.
which to pur hase an item (monthly,
c
weekly, or daily, for instance). You can Inventory posting – Enter opening
also define the lot sizes in which to pur balances for inventory items and
chase items, the minimum order quan update warehouse data.
tity, and the average lead time. You can
then use this infor a ion in conjunction
m t Cycle inventory counting – Streamline
with the MRP functionality. inventory counting by identifying when
each item in inventory is due to be
Serial numbers – Automatically or counted. The alerts and reports pro
manu generate serial numbers using
ally duced help ensure that items of different
templates. levels of importance are counted as
frequently as required.
Lots – Assign lots to products and clas
sify them by any freely definable attribute Price list – Define a variety of price
(shelf life, for example), then define the lists and link them to customers or
lots for these products in sales orders, suppliers. Quickly create dynamic links the open or released queues, you can
delivery notes, and inventory movements. between price lists, which are updated automatically create pick lists for an
automatically whenever the primary order or range of orders. This feature
Substitute items – Create a list of alter price list changes. offers extensive drill-down functionality
native items when a customer’s selec that includes customer and item master
tion is not available, ranking substitute Special prices – Define special prices data as well as originating documents.
items based on similarity of item, price, for individual customers or suppliers,
or quantity. quantity-specific prices pegged to Reporting
order volume, and a validity period for
Business partner catalog number – each price. Create, manage, and distribute real-
Maintain a cross-referenced table of time reports with ease. You can use
cusomer and supplier part numbers to
t Pick and pack manager – Manage the various reporting tools in SAP Busi ess
n
inventory part numbers. You can use cus picking and packing process within One (such as Crystal Reports, Print
tomer part numbers on purchasing docu multiple queues. As sales orders are Layout Designer, XL Reporter, and
ments in lieu of inventory part numbers. entered, they are displayed in the “open” Query Manager) to create financial and
queue and can be marked as either fully management reports that provide snap
Goods receipt and goods issue – or partially released for picking. The shots of key performance indicators
Record goods receipts and issues that “released” queue displays all orders such as sales bookings, year-to-date
are not directly related to a sales or released for picking, which you can mark revenue, accounts receivable, open
purchasing document. as fully or partially picked. Within either orders, and outstanding payments.
SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth 13
14. Not only can you export any report into and ad hoc reports, import externally
various electronic formats including created Crystal Reports, drill down into
PDF, Microsoft Excel/Word, RTF, and lower-level data, and then analyze the
XML, you can also distribute them information.
across the company via e-mail, fax, or
other formats. SAP Business One pro Customize with ease – Customize
vides you with end-to-end visibility of reports by adding any standard SAP
your business operations with a drag- Business One data field or user-defined
and-relate feature that also helps you field with minimal IT overhead. You can
instantly understand key relationships also attach messages with personalized
and transactions within the business. information to improve the report
“We cut the time managers consumption.
spend running reports by SAP Business One provides a large
number of predefined reports for each View and export reports – View and
95%. For example, it used to functional area. You can generate reports export reports to Adobe PDF, Microsoft
take us 30 to 40 minutes to for a specific functional area in your Word, Microsoft Excel, RTF, and XML.
business and customize the output to
run a profit-loss statement; suit your needs. For a complete list of Distribute reports across the
now it takes three seconds.” predefined reports, see the “Predefined company – Distribute reports across
Reports” section. the enterprise by e-mail, fax, electronic
file transport, and standard printing.
Kevin Patrick, VP and General
Simplified Reporting with You can also save them securely to the
Manager, Sondra Roberts
Crystal Reports crystalreports.com site so you access
SAP Business One is now fully integrated them anywhere and at any time.
with Crystal Reports, an industry-leading
reporting solution. Together, SAP Busi Control access to information – Assign
ness One and Crystal Reports provide access rights at user and group levels.
comprehen ive reporting functionality
s Security features will help ensure that
that allows you to get crucial insights your employees view and access only
into all parts of your business. the reports that they are authorized to
access.
You can perform the following activities
with Crystal Reports. Embed flash files into your reports –
Expand the scope of Crystal Reports
Generate accurate and timely reports by adding Xcelsius® software. You can
– Create reports in a variety of presen create advanced report designs and
tation formats in a user-friendly graphi al
c visualizations by adding dynamic charts,
environment. You can generate stan ard
d graphics, and even video files to your
reports.
14 SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth
15. Predefined Reports Microsoft Outlook Integration
SAP Business One provides the following predefined reports SAP Business One integrates with
for each functional area: Microsoft Outlook through an add-on,
enabling you to exchange and share
Predefined Reports in SAP® Business One data to keep all parties up to date about
account developments and business
Accounting • Aging reports • Cash flow statement
opportunities. You have the following
• Profit and loss statement • Comparative reports
functions available.
• Balance sheet • Budget reports
• Trial balance
Data synchronization – Synchronize
Sales opportunities • Opportunities • Won and lost opportunities calendar appointments, contacts, and
• Stage analysis • Open and closed opportunities tasks between SAP Business One and
• Opportunities pipeline • Lead distribution over time Microsoft Outlook. This function allows
• Opportunity forecast and you to schedule automatic synchroni
forecast over time zation runs and resolve any outstanding
conflicts that may occur across the two
Sales and purchasing • Open items list
applications by creating snapshots of
• Sales analysis
SAP Business One information and
• Purchase analysis
linkng them to contacts in Microsoft
i
Business partners • Activities overview Outlook.
• Inactive customers
• Collection history Quotations – You can import quota
tions from SAP Business One into
Production • Open work order
Microsoft Outlook and then display,
• Bills of material
edit, and send them as e-mails. You
Service • Service calls • Customer equipment report can also create new quotations in
• Service calls by queue • Service monitor Microsoft Outlook and save them in
• Response time by assignee • Service calls SAP Business One.
• Average closure time • Open service calls
• Service contracts • Overdue service calls E-mail integration – You can perform the
following functions through Microsoft
Inventory • Item list • Inventory in warehouse
Outlook integration:
• Last prices • Inventory valuation
• Save a Microsoft Outlook e-mail as
• Inactive items • Serial number transaction
an activity in SAP Business One
• Inventory posting list by item • Batch (lot) number
• Save the original e-mail text and the
• Inventory status
original file attachments as an add-on
to an activity in SAP Business One
• Make follow-up and reminder settings
for an activity
SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth 15
16. Single-Server Architecture Besides a database server, SAP • Integration platform to integrate SAP
Business One also provides several Business One with other business
The SAP Business One application server-side applications and tools: software
resides on a single server that runs on • License server, which manages • Remote support platform for SAP
Microsoft Windows and supports the purchased end-user licenses Business One, which enables pro
Microsoft SQL Server. • Backup tool to perform database active support and maintenance of
backups the solution landscape
System Requirements
Server Workstation
Software Supported • Microsoft Windows Server 2008 R2 Standard/ Supported • Microsoft Windows 7 Professional/
Requirements Operating Enterprise (64-bit) Operating Enterprise/ Ultimate (32-bit/64-bit)
Systems • Microsoft Windows Small Business Server Systems • Microsoft Windows Vista Business/
2008 Standard/Premium (64-bit) Enterprise/Ultimate, (32-bit/64-bit)
• Microsoft Windows Server 2008 Standard/ • Microsoft Windows XP Professional
Enterprise (32-bit/64-bit) (32-bit)
• Microsoft Windows Server 2003 R2 Standard/
Enterprise (32-bit/64-bit)
• Microsoft Windows Server 2003 Standard/
Enterprise (32-bit/64-bit)
• Microsoft Windows Small Business Server
2003 R2 Standard/Premium (32-bit)
• Microsoft Windows Small Business Server
2003 Standard/Premium (32-bit)
• Microsoft Windows 7 Professional/ Enterprise/
Ultimate (32-bit/64-bit)
• Microsoft Windows Vista Business/Enterprise/
Ultimate (32-bit/64-bit)
• Microsoft Windows XP Professional (32-bit)
Supported • Microsoft SQL Server 2008 Express/ Supported • Microsoft Office 2007 Standard/
Database Workgroup/Standard/Enterprise (32-bit/64-bit) Desktop Professional
Platforms • Microsoft SQL Server 2005 Standard/ Applications • Microsoft Office 2003 Standard/
Enterprise/Express/Workgroup (32-bit/64-bit) Professional
Minimum • CPU 1x Intel Pentium IV (or equivalent) • CPU 1x Intel Pentium IV (or equivalent)
Hardware • RAM 1GB • RAM 1GB
Requirements • Hard Disk Free Space System partition 0.5 GB and • Hard Disk Free Space System partition 1 GB and
data partition 2 GB data partition 0.5 GB
• Drive DVD-ROM • Drive DVD-ROM
• Display 640 x 480 with 256 colors or higher • Display 800 x 600 with 24-bit colors or higher
16 SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth
17. User-Friendly Configuration and • Alert functions and messages – Designate the events you want to track
Personalization Messages for internal users, custom and define ranges for acceptable toler
ers and suppliers; personal profile ances and limits connected to these
SAP Business One gives you powerful definition for warning messages events. Then, when indicators fall out
tools to tailor forms, queries, and reports • Opening balances – Entering opening of the predetermined range set for the
to meet specific business requirements balances when company starts event, you will receive an alert. Any
without the need for specialized techni • Master data record – Maintained for breach of business policy generates an
cal training. You can configure settings the entire application and contains the immediate notification to the manager
to define exchange rates, set authoriza master data record for a customer and initiates a workflow process to
tion parameters, and create import and and supplier manage the event.
export functions for internal mail, e-mail, • Bills of material – Product trees
and data. representing the header and covering Using alerts in SAP Business One, you
the individual materials assigned can proactively manage by exception
Configuration Features and eliminate the need to monitor acti
v
SAP Business One offers the following Search Assistance ities manually. You can know in real time
configuration functionality: Record values for each field in the appli every time a set threshold is crossed
• Company selection – Various basic cation, including user-defined fields, so you can take immediate action. You
settings from a predefined search process with can also drill down to get information
• Initialization and general preferences formatted search functionality in SAP about the alert, which can help you make
– Company data and general settings Business One. You can use formatted informed decisions regarding future
for charts of account, tax codes, searches in the following situations: actions associated with the event.
sales employees, territories, projects, • Automatic entry of values in fields
address formats, payment terms, based on one of the following: Local Best Practices
suppliers, customers, items and – Use of different objects in the SAP Business One provides built-in
commission groups, warehouses, application country-specific functionality to help you
service contract templates and – Predefined lists comply with local legal require ents as
m
queues, banks, payment methods, – Predefined queries (user defined) well as local business practices. Locali
and shipping methods • Definition of dependencies between zations mainly support legal, currency,
• Authorizations – Controlled infor a
m application fields and financial requirements and include
tion access (full, read only, or no • Display of fields used only for queries, adjusted financial postings, print layouts,
access); access granted based on such as user signature, creation date, and reports. As part of maintenance
team, department, or branch and balance of open checks (for a operations, there are country-specific
• Definition of exchange rates – The business partner) legal changes and requirements imple
basis for all reports and recorded data mented with regular patch delivery.
• Utilities – Data backup, automated Alerts and Approvals
processes, year-end closing, archivng,
i You can set up immediate notifications
and data import and export and automatic responses to important
• Recovery – Data administration and business events through user-
retrieval programm ble, workflow-based alerts.
a
SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth 17
18. Customization User-Defined Fields activities. As an automated monitoring
Define your own fields in existing tables tool, the remote support platform for
SAP Business One can be adapted in or add new tables to SAP Business SAP Business One helps identify
the following ways to meet your unique One. You can quickly add user-defined sysem bottlenecks by enabling SAP
t
or changing business requirements with fields to virtually any of the business sup ort services to collect information
p
out creating a heavy, ongoing IT burden: objects within the application, including on your system status and check the
• Set your own preferences for forms, master records (customers or inventory sysem against known support issues.
t
queries, and reports to mirror your items), sales and purchasing docu ents
m By sending regular status e-mails and
day-to-day business activities. (such as sales orders, invoices, or pur automatic fixes, it allows you to avoid
• Extend the core functionalities with chase orders), document rows (invoice issues from happening and decrease
prepackaged, preintegrated industry- line items, purchase order line items), the time you would otherwise spend
specific solutions built around the financial transactions (journal entries on IT support.
SAP Business One application by or journal entry rows), service calls,
SAP software solution partners. ser ice contracts, bills of material, and
v The remote support platform for SAP
• Integrate external applications with many other objects. You can select Business One provides the following:
SAP Business One by using the SAP user-defined fields for various types of
Business One Software Develop ent m information, such as texts, addresses, System status report – Automatically
Kit (SAP Business One SDK) – see phone numbers, URLs, file attach ents,
m execute health checks on your installa
the separate section for details. images, and drop-down lists. These tion, system data, previously performed
• Reintegrate modifications and fields automatically follow your data ase
b backups, disk space usage, and more
enhance ents you build today into
m when you upgrade. to proactively prevent issues.
future versions of SAP Business One
with little or no modification to custom System Reliability and Database maintenance – Schedule
code. Because the SDK maintains Performance automated database backups and
programming interfaces for backward restore previously backed-up data
compatibility, the integrations and SAP offers a remote support platform bases if needed.
enhancements will work smoothly for SAP Business One to help you
with new versions. maintain your software system more Preupgrade evaluation – Check if your
• Connect with your headquarters and easily and proactively prevent potential system is ready for an upgrade and if
subsidiaries with other SAP applica issues from impacting your business there are critical issues that might poten
tions using the SAP Business One tially prevent a successful upgrade
integration for the SAP NetWeaver® process.
technology platform. “As we continue to grow, SAP
• Integrate your branch offices or man Business One will keep up with Automatic fixes – Receive automatic
uacturing sites around the world in
f fixes for detected issues.
a straightforward and cost-effective us and enable us to manage that
way through the single-code-based growth without any surprises.”
architecture of SAP Business One
with localizations in 40 countries. Dave Sengstaken, President, StyleWest
18 SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth
19. Data Archiving Features
Use the new data archiving feature in The software development kit offers
SAP Business One to improve the utili the following features:
zation of your productive database and • Provides programmatic access to
achieve leaner, faster system perfor SAP Business One business logic
mance. Data archiving enables users through an object-oriented layer
who have been using SAP Business • Enables SAP partners and customers
One for at least two years to archive to extend and enhance the function
closed transactional data (such as ality of SAP Business One to fit their
closed sales and purchasing docu ents,
m unique needs
reconciled journal entries) related to old • Supports a wide range of program
financial periods. It allows you to review ming languages and tools, enabling
the expected results of the process developers to use familiar technolo
before the execution, so you know which gies and applications
documents will be removed from the • Provides strong backward compati
database, how much database size will bility, so that little or no rework is By integrating sales,
be reduced, and so forth. You can then required during upgrades to a new cus
tomers, financials,
decide whether to run the archiving version of SAP Business One
process immediately or further review and operations, SAP
the selected transactional data. Components solutions give you the
The following key components are part
Software Development Kit of the software development kit:
cross-company visibility
• Application program interface (API) for you need to make deci
The SAP Business One SDK is a tool the data interface – For integrating
box that contains programming inter external applications with SAP
sions based on real-time
faces, sample code, documentation, Business One information. Armed with
and simple utilities. The kit allows pro • API for the user interface – For insight into every aspect
grammers to smoothly interface external extendng and customizing the SAP
i
applications with SAP Business One Business One client applications of your business, you
or to add custom functionality. SAP • Screen designer with drag-and-drop can readly monitor per
i
Business One consists of a graphical interface – For designing custom
user interface and a separate business windows for SAP Business One formance, eliminate
object layer. The SAP Business One • Java connector – For interfacing exter inefficiencies, and, most
SDK provides full access to both the nal applications with SAP Busi ess
n
user interface layer and the business One using the Java programming important, identify
object layer. language profit ble opportunities.
a
• Complete documentation
• Sample applications
SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth 19
20. SAP Solutions for Small Businesses
and Midsize Companies
Trusted by Thousands of Businesses
Worldwide
SAP Business One is part of a portfolio Trusted by more than 25,000 custom
of SAP solutions for small businesses ers worldwide, SAP Business One offers
and midsize companies, which also the benefit of our broad industry experi
includes the SAP Business All-in-One ence and that of our partners. It’s the
solutions and the SAP Business right solution to help companies like
ByDesign™ solution. When it comes to yours stay ahead of the competition.
the widely varying needs of small and
midsize organizations, SAP solutions pro Learn More
vide the best fit for your specific busi
ness, IT, and workforce requirements. Available today in 20 languages and in
40 countries, SAP Business One is
By integrating sales, customers, finan delivered by a worldwide network of
cials, and operations, SAP solutions business partners that leverage SAP’s
give you the cross-company visibility global knowledge to provide local ser
you need to make decisions based on vice and support. To learn more about
real-time information. Armed with insight how SAP Business One can help you
into every aspect of your business, you gain clarity across your business and
can readily monitor performance, elimi improve operational efficiency, visit
nate inefficiencies, and, most important, www.sap.com/sme
identify profitable opportunities. With a /solutions/businessone/index.epx.
standardized, proven solution from SAP
at a predictable cost, small and midsize
companies can streamline operations,
act instantly on complete information,
and accelerate profitable growth.
20 SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth
21. SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth 23
