An SAP Business One starter package Work Package

Work Package for Implementation Preparation
Table of Contents (System initialization)
Topics:
Hardware Installation ©
Server software installation ©
Client software installation ©
Template installation ©
License installation ©

Table of Contents (Administration)
Topics:
Company details – General (o)
Company details – Accounting ©
Company details initialization ©
Exchange rates (o)
General settings – business partner ©
General settings - Service ©
General settings - display (o)
General settings - Fonts & Background (o)
General settings – Path ©
General settings - Stock ©
Document settings – General ©
Document settings – per document ©
Document numbering ©

Table of Contents (Setup)
Topics:
Users (c)
User defaults (o)
Authorizations ©
Sales employees (o)
Territories (o)
Commission group (o)
Predefined text (o)
Security (o)
License administration (o)
Add-on administration ©
Data export (o)

Hardware installation
Process and procedure
General:
In order to provide the customer with a proper SAP Business One installation it is necessary to have a technical installation that conforms to the system hardware requirements. Please find mentioned the link to the proper system requirements: System requirements
This step is mandatory
Specific:
Partner specific text
Work Instruction
Blueprint
Flash

Software server installation
General:
Activities to be executed to install the SAP Business One server software. For detailed information concerning the installation steps we kindly refer to the SAP Business One installation guide.
Specific:
Work Instruction
Blueprint
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Software client installation
General:
Activities to be executed to install the SAP Business One client software. For detailed information concerning the installation steps we kindly refer to the SAP Business One installation guide.
Specific:
Work Instruction
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Template installation
General:
After the hardware installation and SAP Business One software installation has been carried out the starter package Template can be restored via SQL.
Specific:
Work Instruction
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Template installation
General:
Text
Specific:
Work Instruction
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Company details - General
General:
Use the Local Languagesubtab to specify the company details to be printed on documents using the local language layout. Use the Foreign Languagesubtab to specify the details to be printed on documents using the foreign language layout.
This setting is mandatory
Specific:
Work Instruction
Blueprint
Flash

Company details - Accounting
General:
The following table describes the fields that appear on the Accounting Data tab in the Company Details window
Specific:
Work Instruction
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Company details - Initialization
General:
Use this tab to define basic initialization values for the company
Specific:
Work Instruction
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Exchange rates
General:
This window lets you define, either manually or automatically, rates for indexes, as well as exchange rates for the foreign currencies defined in the Currencies - Setup window.
This setting is optional
Specific:
Partner specifc text
Work Instruction
Blueprint
Flash

General settings – Business partner
General:
Use this tab to specify the default settings for the business partners defined in your company; set activity restrictions for your customers; and enable document generation authorizations
Specific:
Work Instruction
Blueprint
Flash

General settings - Service
General:
Use this tab to define which checks and procedures are started automatically as soon as a user logs on to SAP Business One or begins working with the data
Specific:
Work Instruction
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Flash

General settings – Display
General:
Use this tab to define how different variables, such as dates, numerical values, and currencies are displayed
Specific:
Work Instruction
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General settings – Fonts & Background
General:
Use this tab to set the font you use for displaying texts in SAP Business One, and to place your company logo or other graphic as the background image in the main SAP Business One window
Specific:
Work Instruction
Blueprint
Flash

General settings - Path
General:
Use this tab to define paths to the folders where you want to store various files, and information such as images and attachments
Specific:
Work Instruction
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General settings - Stock
General:
On this tab, enter inventory and production-related details. The tab contains two additional tabs: Items and Planning
Specific:
Work Instruction
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Document settings - General
General:
Use this window to define default settings for document types in SAP Business One. On the General tab, you define settings for sales and purchasing documents.
Specific:
Work Instruction
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Document settings – Per document
General:
Use this window to define information for the following documents: Sales and purchasing, Banking and accounting, Goods transfer and production. To determine the settings that apply to a specific document type, click and choose a document type in the Document field. SAP Business One displays the relevant fields for the selected document type
Specific:
Work Instruction
Blueprint
Flash

Document numbering
General:
The following table describes the fields appear in the Document Numbering – Setup window. To access this window choose Administration System Initialization Document Numbering. Legal regulations require successive numbering of sales documents, and therefore it is forbidden to change the next number of sales documents numbering series
Specific:
Work Instruction
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Users
General:
To display the Users - Setup window, choose AdministrationSetupGeneralUsers. Enter the required user-specific data If the user is to have superuser permissions, select the Superuser option
Specific:
Work Instruction
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User defaults
General:
To maintain the default parameters for a user, choose AdministrationSetupGeneralUser Defaults
Specific:
Work Instruction
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Auhorizations
General:
Authorizations allow users to view, create, and update documents that you assign to them, according to data ownership definitions. By default, a new user has no authorizations. Each user can have only one manager who assigns permissions. You can define users as either regular users or superusers. You can also define an unlimited number of superusers, although that is not advisable
This setting is madatory
Specific:
Work Instruction
Blueprint
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Sales employees
General:
Use this window to define sales employees and buyers, and to set the default sales employee / buyer. Assigning the relevant sales employee / buyer to the respective business partners, and later to each sales or purchasing document, enables you to: Generate sales analysis and purchasing analysis reports by sales employee or buyer and Gauge the sales / purchasing volume performed by each sales employee / buyer
Specific:
Work Instruction
Blueprint
Flash

Territories
General:
You can use territories to manage a geographic location, brand, or item category and its hierarchy. You can move territories using Drag and Drop to change their hierarchy within the window
Specific:
Work Instruction
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Commission group
General:
Use this window to define commission rates to be assigned to sales employees. Whenever you create a sales document to which a sales employee with assigned commission group is linked, the respective commission amounts are calculated. All the data in a commission group can be altered but not removed. This setting is mandatory if the company works with commissions
Specific:
Work Instruction
Blueprint
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Predefined text
General:
Use this window to define specific text strings that can be added to sales and purchasing documents. These text strings can be added in a text row. For example, below certain item rows, add a line that states that the item is sold for a reduced price until a certain date. Using predefined texts is more efficient and ensures consistency in this text throughout the documents.
Specific:
Work Instruction
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Security
General:
Use the Password Administration window to specify the requirements for user passwords. Security level for the passwords of SAP Business One users.
Select one of the predefined security levels:
Low , Medium, High
The values in the fields below are replaced according to the selected security level, but cannot be changed.
You can also define security levels with parameters that are specific to your company. To do so, choose Custom. In this case, all the fields below can be edited.
Specific:
Work Instruction
Blueprint
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License administration
General:
To allow users to access the application, you must allocate them with one of the SAP Business One licensing options. The total number of licenses is shared between all the companies connected to the same license service. Therefore, while you are logged on to a specific company, you may see less available licenses than what you have expected.
Specific:
Work Instruction
Blueprint
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Add-on administration
General:
You can use SAP or SSP add-ons to extend SAP Business One functionality. You need to register and install add-ons on your SAP Business One workstation before you start to use add-ons. SAP add-ons are registered automatically during the installation of SAP Business One.
This setting is optional / mandatory
Specific:
Work Instruction
Blueprint
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Data export
General:
Use this function to export data from SAP Business One. You can perform the following types of exports. You can export nearly all objects and data directly into Microsoft Excel or Microsoft Word, including report results that are defined in the SAP Business One system. To do so, choose the Print Layout Designer icon in the toolbar when editing an object or a report
Specific:
Work Instruction
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An SAP Business One starter package Work Package

by Richard Duffy on Apr 28, 2011

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An SAP Business One starter package Work Package — Presentation Transcript