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Sbo solution detail


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Sbo solution detail

  1. 1. SAP Solution in Detail SAP Solutions for Small Businesses and Midsize Companies SAP Business OneStreamline Your Business, The SAP® Business One application provides anAccelerate Profitable Growth affordable, comprehensiveA Single, Affordable Application solution for managing yourExclusively 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. 2. content 4 SAP Business One 3 Reporting 1 4 Streamline Your Entire Business 4 Simplified Reporting with 1 with a Single Application Crystal Reports 5 Strengthen Customer 5 Predefined Reports 1 Relationships and Loyalty 5 Microsoft Outlook Integration 1 5 Act on Instant and Complete 6 Single-Server Architecture 1 Information 7 User-Friendly Configuration 1 5 Adapt to Meet Your Changing and Personalization Needs 7 Configuration Features 1 7 Search Assistance 1 6 Designed Exclusively for Small 7 Alerts and Approvals 1 Businesses 7 Local Best Practices 1 6 SAP Business One Key 8 Customization 1 Functionality 8 User-Defined Fields 1 6 Accounting and Financials 8 System Reliability and 1 6 Sales and Customers Performance 6 Purchasing and Operations 9 Data Archiving 1 6 Inventory and Distribution 9 Software Development Kit 1 6 Reporting and Administration 9 Features 1 7 Accounting and Financials 9 Components 1 7 SAP Business One Key Functionality 0 SAP Solutions for Small 2 8 Real-Time Accounting Businesses and Midsize 8 Accelerated Month-End Closing Companies 9 Financial Reporting 0 Learn More 2 9 Sales and Customer Relationship Management 9 Opportunity Management 9 Customer Service and Support 0 Sales1 1 Purchasing1 2 Material Requirements Planning1 2 Inventory Control1
  3. 3. 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. c4 SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth
  4. 4. Freed from constantly reacting to day- through relevant data and get answers with its published software develop­ ent mto-day minutiae, you can spend more quickly. Employees can respond to cus­ kit and over 550 add-on solutions thattime 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 BusinessStrengthen Customer margins so they can assess business One to meet your specific business andRelationships and Loyalty performance and determine how to industry challenges. In addition, unlike improve it. many other small business solutionsSAP Business One enables you to on the market today, SAP Businessmanage sales, customer service, and One provides worldwide coverage withsupport – all integrated with other busi­ “I’ve had extensive experience 40 country-specific versions on a singleness functions across the company. platform, delivered and supported locallyWith the service call component in SAP with five major manufacturing so you can confidently grow your busi­Business One, you can effectively resource planning systems, and ness overseas.respond to customer service and supportcalls and find resolutions more quickly. I can tell you that SAP BusinessDetailed service reports related to call One . . . stacks up very wellvolumes, durations, and response timesallow you to assess progress and take against the best of them, evennecessary actions. With SAP Business though it targets smaller com­One you can also analyze customersusing data from sales, operations, and panies. It is very flexible and isfinance to identify ways to serve them much more reasonably priced.”faster and better. Lou Giovannone, Group Controller, Fagerdala USA Inc.Act on Instant and CompleteInformationSAP Business One captures critical Adapt to Meet Your Changingdata across sales, customers, opera­ Needstions, and financials in a single applica­tion for immediate access and use. SAP Business One is quick to set upWith the addition of the fully integrated and configure, allowing you to minimizeCrystal Reports® software, it delivers the IT involvement (average implemen­compelling 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 canWith “drag-and-relate” and interactive adapt and customize the software todrill-down functionalities, you can click meet your changing needs. For instance, SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth 5
  5. 5. Designed Exclusively for SmallBusinessesAn Affordable Solution fromthe Industry LeaderDrawing on more than 35 years of • Initiate marketing campaigns by using Reporting and AdministrationSAP business management software templates for mass e-mails SAP Business One provides powerfulexpe­­rience, SAP Business One is an • Provide support for customer service, integrated analytic and reporting toolsafford­ ble, award-winning product built a service contracts, and warranties to help you access the critical businessexclu­ ively for small businesses. As a s information you need. With SAP Busi­complete, integrated software applica­ The software also lets you manage and ness One together with fully integratedtion, SAP Business One eliminates the maintain customer contacts with full Crystal Reports, you can gather datacost and hassle of integrating multiple Microsoft Outlook synchronization, which from multiple sources and generatestand-alone applications. Its intuitive results in increased sales effec­ iveness t timely and accurate reports based oninterface 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 OfficeSAP 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 toThe 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 func­business. invoices, and returns. You can also plan tionality and interactive drill downs material requirements for production, through multiple levels of relevant dataAccounting and Financials control bills of material, and replenish to get complete information instantly.SAP Business One helps you manage inventory automatically. And using SAPyour general ledger, journals, budgets, Business One’s robust reporting func­and accounts payable (AP) and receiv­ tionality, you can quickly analyze theable (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 arebank statements and payments bymethods such as check, cash, and Inventory and Distribution at all times. We know if thecredit 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 operationsaccounts. You can also create various – including picking, packing, shipping, We can predict cash reports including profit and and billing. You can perform inventory We can see what’s sellingloss, cash flow, balance sheet, aging, valuation using different methods suchand profit center reports. as standard costing, moving average, and what’s not, so we and FIFO; monitor stock levels; and know where to changeSales and Customers track transfers in real time and acrossWith 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
  6. 6. 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 reviewWith support for multiple currencies, create segmented charts of accounts them before processing. This allowsbudgeting, and bank reconciliation, that represent your departments, divi­ you to verify and correct postings ifSAP Business One delivers financial sions, regions, branches, and so forth. necessary before they are entered intoman­ ge­ ent functionality that enables a m the general ledger.your enterprise to be more efficient Journal entries – Benefit from func­and more productive. tionality that automatically posts journal Tax engine – The patented tax engine in entries from the sales, purchasing, SAP Business One has been designedChart of accounts – Create and manage and banking areas and also either to address a variety of complex taxcharts 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 tcan adapt to fit your unique business existing entries and automatically by your company’s tax professional. Theneeds. Define individual charts of up allocate each transaction to a project tax engine has a high degree of config­to 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 FunctionalityAccounting 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 supportReporting 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
  7. 7. 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 generalledger account templates to save time Profit center – Define different profit Complete chart of accounts – Drilland help avoid mistakes during the centers or departments and allocate down on the balance field to see trans­manual posting of journal entries. corresponding revenue and cost actions that make up a specific balance. accounts to a predesignated profitRecurring postings – Define your center in the chart of accounts. Accelerated Month-End Closingown postings for regular execution in SAP Business One offers functionalityaccount­ng 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 revenuespost­ngs, 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 manageReversing journals – Reverse month- between annual and monthly display various aspects of the closing via theend 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 accountsSAP Business One allows users to Distribution rules – Define different as control accounts and assign them asspecify a different reversing date for distribution rules to characterize default posting accounts for the increaseeach 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 synchroni­Exchange rate differences – Periodi­ corresponding distribution rule. zation between the general ledger andcally evaluate your open items in foreign the subsidiary ledgers.currencies to identify differences and Real-Time Accountingchoose the appropriate correction SAP Business One supports real-time Period-end closing – Use this featuretransaction. accounting with the following. to create specific postings in the accounting system when a postingBanking – Track all banking processes, Fully integrated financials – Automate period (or fiscal year) ends. You canfrom cash receipts and check writing to key financial and banking management transfer previous general-ledger accountdeposits, 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, the8 SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth
  8. 8. 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 datafinancial reporting functionality. lead identification of the customer with the dynamic opportunity-analysis through discovery, qualification, pro­ report, which enables you to readilyCrystal Reports – Quickly generate posal, closing, and after-sales service spot trends, patterns, and behaviorsreal-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 SupportAdobe PDF, Microsoft Word, Microsoft petitors, and activities. SAP Business One delivers CRMExcel, and XML. functionality as part of the application, Business partner master record – helping to ensure full control of cus­Multilevel reporting – Create reports Manage all information about custom­ tomer acquisition, retention, loyalty, andthat allow your data to be grouped ers, resellers, and suppliers, including profitability for your business. Tightlyand 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-endreadily 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 findreport 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 managementinventory, sales, and purchasing. forecasts and anticipated revenue by of sales opportunities. various date ranges, such as monthSales and Customer Relationship and quarter. You can view distribution Service contracts – Create a regularManagement 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. TheSAP Business One delivers compre­ activities. contract maintains the start and endhensive, integrated sales and service dates as well as specific contractfunctionality, helping to ensure total Prospect management – Import terms, which could include guaranteedcontrol 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 – Maintainmarketing, sales, and service provide files, and then manage and follow up detailed information about an item soldend-to-end visibility for the entire on activities. Add prospects to e-mail to a customer, such as a manufacturer’scustomer 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
  9. 9. Customer equipment report – View the next – from sales quotation to theall equipment and corresponding serial sales order to delivery note to the ARnumbers sold to a customer or range invoice – saving you time and reducingof customers. errors. The solution also gives you the flexibility to adapt the steps in the salesService calls – Review information process to fit your needs and specificabout all service calls that were created, business processes.resolved, or closed on a specified dateor within a range of dates. You can Sales quotation – Create sale quota­restrict the report to see service calls tions for your leads and customers.for a specific queue, technician, problem You can calculate gross profit for eachtype, priority, item, or call status. You quotation, readily review the sales pricecan choose whether to include a view history, and, once you create a quota­ “It used to take us aboutof overdue calls. tion, quickly export it to Microsoft Word. five days to complete anService calls in the queue – Track and Order – Simplify entry of sales orders order. Now, we averagemaintain service calls by reviewing the by accessing item availability informa­ two days, so our orderingcall history related to a particular event. tion through an available-to-promiseYou can monitor the status of a call and report across multiple warehouses. and fulfillment processesassign it to individual technicians or When a shortage arises, choose to are 60% faster. We delivermaintain them in a team queue. order from a list of alternative items or allow the item quantity to be partially more parcels, faster, andResponse time by assignee – Follow the delivered. Orders can support different more efficiently – andcommunication between a cus­om­ r t e delivery dates and ship-to addressesand 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 docu­Sales management tools in SAP Busi­ mentation for all goods shipped to a Returns processing – Quickly processness One allows you to create price customer. The built-in packaging func­ returns, and adjust your inventory andquotes, enter customer orders, set up tion facilitates the “virtual input” of AP balance with the correspondingdeliveries, update inventory balances, items into different parcels when a vendor.and manage all invoices and accounts delivery is created. You can store thereceivable. SAP Business One offers delivery tracking number and access Backorder processing – Track ordersefficient document develop­ ent for m the shipping status within the delivery that cannot be delivered to customersevery step throughout the sales process, note with the click of a mouse. The soft­ due to inventory shortages, andincluding quotations. All relevant infor­ ware automatically updates ware­ ouse h automatically fulfill outstanding ordersmation 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
  10. 10. AR invoice – Automatically create a sales orders, deliveries, returns, or AR required shipping date. A purchase ordercorresponding journal entry with each invoices as a basis. For example, you updates the available quantity of theinvoice. As a result, you can create an can group all existing sales documents ordered items and informs the ware­automatic receipt if the customer in a single invoice for any given customer, house manager of the expected deliverychooses 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 shippedinvoice 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 – DecideAR credit memo – Readily import data cess of creating and sending reminder whether you would like to receive deliv­from the original invoice when creating letters to customers with outstanding eries at one warehouse or multiplea 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 meansDown payments – Apply your to check for outstanding customer that the purchase order quantity cancustomers’ down payments to sales invoices, and send a series of late change if the quantity received doesorders. 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 tocan decide whether you would like can maintain a payment history for the vendor, a goods return documentto create the appropriate accounting each customer so you can make more can be created to either partially orpostings once the down payment is informed decisions when it comes to com­ letely reverse the quantity and pmade or only document without creat­ defining payment terms for future orders. prices in goods receipt any postings. Purchasing AP invoice – Process payments toDocument printing – Select period, suppliers by acting on journal entriesdocument number, or document type to You can manage and maintain supplier- the software automatically generatesprint 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 memoman­ ge all documents that have been a ing the landed cost value of imported to any supplier for returned merchan­saved as drafts. items, delivering goods, and handling dise. You can quickly draw the data returns and credits. required for that credit memo from theDocument generation wizard – Auto­ original invoice.mate the creation of documents used Purchase order – Create purchasein the sales and fulfillment activities by orders for materials or services you Landed costs – Calculate the purchaseusing information from one or more other order, and print, mail, fax, or e-mail them price of merchandise by allocating thedocuments as a starting point. With the directly to the supplier. A purchase order various landed-cost elements (such ashelp 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. Theery 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
  11. 11. Down payments – Manage your Forecasts – You can predict demand er­ tes a recommendation report that avendors’ down-payment requests for based on historical purchases, received offers advice to either make or pur­ hase cpurchase orders. You can process orders, and other forecasting metrics in items. Numerous drill-down options letthe down payment with or without an the MRP wizard. Forecast calculations you view the net requirement calcula­invoice, and can decide whether you help you anticipate demand for your tions and the actual documents drivingwould 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 informa­Freight charges – Track and document and execute purchasing and manufac­ tion in a recommendation report. If anany 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 tosuch as insurance, shipment or other quantities and order multiples, you can a purchase order. You can also consoli­fees 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 streamliningDocument drafts and printing – Edit thereby reduce costs. The wizard gen­ the purchasing process.and manage all purchasing documentsthat have been saved as drafts and Inventory Controlprint them (including drafts) by period, SAP Business One is andocument number, or document type. Manage item master data, serial num­ affordable, award-winning bers, and price lists, as well as defineMaterial 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 generatepowerful planning function to help you plete, integrated soft­ are w pick lists for open sales orders.schedule and manage items that will beproduced or purchased using a variety application, SAP Business The software offers the followingof criteria. SAP Business One replaces One elimi­ ates the cost n inventory control functionality.informal, ad hoc, error-prone productionscheduling with a more structured pro­ and hassle of integrating Item master data – Define productioncess using better information from bills mul­ iple stand-alone appli­ t items (make), purchase items (buy), andof material, inventory data, inputs from noninventory items (labor and travel,scheduled production and purchase cations. Its intui­ ive inter­ t for example) while maintaining defaultorders, 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 canThe software offers the following implemen­a­ion and ongoing t t maintain inventoried items in multiplematerial requirements planning (MRP) warehouses with differing asso­ iated cfunctionality. maintenance. costs depending on location. SAP12 SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth
  12. 12. Busi­ ess One supports most common n Inventory transfer – Move inventoryinven­ory valuation methods, including t among warehouses.stan­ ard cost, weighted moving aver­ dage, and FIFO methods. You can define Inventory revaluation – Reevaluate youra procure­ ent method (such as make m item costs and inventory value withoutor buy) as well as order intervals in changing quantity levels.which to pur­ hase an item (monthly, cweekly, or daily, for instance). You can Inventory posting – Enter openingalso define the lot sizes in which to pur­ balances for inventory items andchase items, the minimum order quan­ update warehouse data.tity, and the average lead time. You canthen use this infor­ a­ ion in conjunction m t Cycle inventory counting – Streamlinewith the MRP functionality. inventory counting by identifying when each item in inventory is due to beSerial numbers – Automatically or counted. The alerts and reports pro­manu­­­ generate serial numbers using ally duced help ensure that items of differenttemplates. levels of importance are counted as frequently as required.Lots – Assign lots to products and clas­sify 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 orlots for these products in sales orders, suppliers. Quickly create dynamic links the open or released queues, you candelivery 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 featureSubstitute items – Create a list of alter­ price list changes. offers extensive drill-down functionalitynative items when a customer’s selec­ that includes customer and item mastertion 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 forBusiness partner catalog number – each price. Create, manage, and distribute real-Maintain a cross-referenced table of time reports with ease. You can usecus­omer and supplier part numbers to t Pick and pack manager – Manage the various reporting tools in SAP Busi­ ess ninventory part numbers. You can use cus­ picking and packing process within One (such as Crystal Reports, Printtomer part numbers on purchasing docu­ multiple queues. As sales orders are Layout Designer, XL Reporter, andments 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 snap­Goods receipt and goods issue – or partially released for picking. The shots of key performance indicatorsRecord goods receipts and issues that “released” queue displays all orders such as sales bookings, year-to-dateare not directly related to a sales or released for picking, which you can mark revenue, accounts receivable, openpurchasing document. as fully or partially picked. Within either orders, and outstanding payments. SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth 13
  13. 13. 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 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
  14. 14. Predefined Reports Microsoft Outlook IntegrationSAP Business One provides the following predefined reports SAP Business One integrates withfor each functional area: Microsoft Outlook through an add-on, enabling you to exchange and sharePredefined Reports in SAP® Business One data to keep all parties up to date about account developments and businessAccounting • 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 – SynchronizeSales 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 twoSales 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 iBusiness partners • Activities overview Outlook. • Inactive customers • Collection history Quotations – You can import quota­ tions from SAP Business One intoProduction • Open work order Microsoft Outlook and then display, • Bills of material edit, and send them as e-mails. YouService • 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 MicrosoftInventory • 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
  15. 15. Single-Server Architecture Besides a database server, SAP • Integration platform to integrate SAP Business One also provides several Business One with other businessThe SAP Business One application server-side applications and tools: softwareresides on a single server that runs on • License server, which manages • Remote support platform for SAPMicrosoft Windows and supports the purchased end-user licenses Business One, which enables pro­Microsoft SQL Server. • Backup tool to perform database active support and maintenance of backups the solution landscapeSystem 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 higher16 SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth
  16. 16. User-Friendly Configuration and • Alert functions and messages – Designate the events you want to trackPersonalization Messages for internal users, custom­ and define ranges for acceptable toler­ ers and suppliers; personal profile ances and limits connected to theseSAP Business One gives you powerful definition for warning messages events. Then, when indicators fall outtools to tailor forms, queries, and reports • Opening balances – Entering opening of the predetermined range set for theto meet specific business requirements balances when company starts event, you will receive an alert. Anywithout the need for specialized techni­ • Master data record – Maintained for breach of business policy generates ancal training. You can configure settings the entire application and contains the immediate notification to the managerto define exchange rates, set authoriza­ master data record for a customer and initiates a workflow process totion parameters, and create import and and supplier manage the event.export functions for internal mail, e-mail, • Bills of material – Product treesand data. representing the header and covering Using alerts in SAP Business One, you the individual materials assigned can proactively manage by exceptionConfiguration Features and eliminate the need to monitor acti­ ­ vSAP Business One offers the following Search Assistance ities manually. You can know in real timeconfiguration 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
  17. 17. Customization User-Defined Fields activities. As an automated monitoring Define your own fields in existing tables tool, the remote support platform forSAP Business One can be adapted in or add new tables to SAP Business SAP Business One helps identifythe following ways to meet your unique One. You can quickly add user-defined sys­em bottlenecks by enabling SAP tor changing business requirements with­ fields to virtually any of the business sup­ ort services to collect information pout 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, StyleWest18 SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth
  18. 18. Data Archiving FeaturesUse the new data archiving feature in The software development kit offersSAP Business One to improve the utili­ the following features:zation of your productive database and • Provides programmatic access toachieve leaner, faster system perfor­ SAP Business One business logicmance. Data archiving enables users through an object-oriented layerwho have been using SAP Business • Enables SAP partners and customersOne for at least two years to archive to extend and enhance the function­closed transactional data (such as ality of SAP Business One to fit theirclosed sales and purchasing docu­ ents, m unique needsreconciled journal entries) related to old • Supports a wide range of program­financial periods. It allows you to review ming languages and tools, enablingthe expected results of the process developers to use familiar technolo­before the execution, so you know which gies and applicationsdocuments will be removed from the • Provides strong backward compati­database, 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 Oneprocess immediately or further review and operations, SAPthe selected transactional data. Components solutions give you the The following key components are partSoftware Development Kit of the software development kit: cross-company visibility • Application program interface (API) for you need to make deci­The SAP Business One SDK is a tool­ the data interface – For integratingbox that contains programming inter­ external applications with SAP sions based on real-timefaces, sample code, documentation, Business One information. Armed withand simple utilities. The kit allows pro­ • API for the user interface – For insight into every aspectgrammers to smoothly interface external extend­ng and customizing the SAP iapplications with SAP Business One Business One client applications of your business, youor to add custom functionality. SAP • Screen designer with drag-and-drop can read­ly monitor per­ iBusiness One consists of a graphical interface – For designing customuser interface and a separate business windows for SAP Business One formance, eliminateobject layer. The SAP Business One • Java connector – For interfacing exter­ inefficiencies, and, mostSDK provides full access to both the nal applications with SAP Busi­ ess nuser interface layer and the business One using the Java programming important, identifyobject layer. language profit­ ble opportunities. a • Complete documentation • Sample applications SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth 19
  19. 19. SAP Solutions for Small Businessesand Midsize CompaniesTrusted by Thousands of BusinessesWorldwide 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, 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
  20. 20. SAP Solution in Detail – Streamline Your Business, Accelerate Profitable Growth 23
  21. 21. Quick facts /contactsapSummaryDesigned specifically for small businesses, the SAP® Business One application provides asingle, affordable solution for managing your entire business with greater clarity, fromfinancials to sales to customer relationships to inventory. It helps you streamline end-to-endoperations, gain instant access to complete information, and accelerate profitable growth.Business Challenges• Find time to focus on growing your business• Access the right information to make decisions• Build and maintain closer customer relationships• Minimize duplicate data entries, errors, and delays• Optimize cash flow for business needsKey Features• Accounting and financials – Manage your general ledger, journals, budgets, and accounts receivable and payable• Sales and customer relationship management – Manage the entire sales process from first contact to closing the sale and from customer data management to after-sales support• Purchasing and operations – Control the entire procurement process• Inventory and distribution – Manage inventory across multiple warehouses and locations, and track and record stock movements• Reporting and administration – Create, manage, and distribute reports that improve transparency and decision making across the businessBusiness Benefits• More time to focus on growing your business thanks to streamlined operations• Faster response to customer needs with instant access to complete information for immediate action• Strengthened bottom line with a single, integrated system that eliminates redundant data entry and errors, improving process efficiency and reducing costs and delays• Closer customer relationships through centralized information that makes it easier to manage customer communications, sales, and service contracts 50 065 455 (09/12)• Reduced costs and faster time to value with an application that is quick to implement, ©2009 by SAP AG. straightforward to maintain, and flexible enough to accommodate the changing All rights reserved. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP products and requirements of your business services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany andFor More Information other countries.Call your SAP representative or visit us online at Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies (“SAP Group”) for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with r ­ espect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty s ­ tatements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.