4most sap business one 9 0 overview l

SAP Business One 9.0

Overview

© 2012 SAP AG. All rights reserved. 2

The information in this presentation is confidential and proprietary to SAP and may not be disclosed without

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if such damages were caused by SAP´s willful misconduct or gross negligence.

All forward-looking statements are subject to various risks and uncertainties that could cause actual results

to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-

looking statements, which speak only as of their dates, and they should not be relied upon in making

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Legal disclaimer


SAP Business One 9.0 Making Business One Easier to Use, Implement, Integrate & Customize

Easier to

Customize & Extend

Extended Core

Functions

Easier to

Implement

Greater

Industry Focus

Improved Integration

9.0


Agenda (1)

Business Logic

Bin Locations

Inventory Counting

Multiple Units of Measure

Purchase Requests

Price Lists & Discounts

Payment & Deposit Cancellation

Marketing Document Cancellation

GL Account Determination

Fixed Assets Integration

Drop Ship

Landed Costs

Item Cost on A/R Returns & Credit

Memos

System Currency Reconciliations


Agenda (2)

Technical Infrastructure System Landscape Directory (SLD)

Single Sign On (SSO)

64-bit OS Support

Security Enhancements

Database User Credentials per

Company

Accessibility Standards

Data-Structure Lengths for Monetary

Reporting

Extensibility & Supportability

SAP Business One Studio Suite

SAP Business One Studio

SAP Business One Studio for MS Visual Studio

SDK Enhancements

Life Cycle Management

Remote Support Platform 3.0

Reporting & Analytics

SAP Crystal Reports 2011

SAP Crystal Reports Server 2011

Electronic File Manager (EFM)

Multi-Language Support

Business Logic


Bin Locations (1/4)

Enhancement:

Bin Location Setup & Management:

Bin location functionality is activated per

warehouse

Warehouses can be spilt into multiple sub-levels

Supports 4 sublevel dimensions ie: a.Zone,

b.Area, c.Shelf & d.Row.

Bin location codes can support hierarchal or

non-hierarchal scenarios

Bin location codes can be setup with up to 10

user-defined attributes ie: size, weight,

hazardous, frozen etc.

Manage sublevel & bin location codes manually

or automatically with a batch generation /

update / delete function

Default bin locations available ‘per Item, ‘per

Item Group’ & ‘per Warehouse’

Warehouses

01 02

Sublevels

Zone 1 Zone 2 Zone 3

Area 1 Area 2 Area 3 Area 4

Row 1 Row 2 Row 3

01

02

03

04 Bin 1

Bin 2

02-Z2-A3-R1-1

02-Z2-A3-R1-2

Bin 3

02-Z2-A3-R1-3

Bin 4

02-Z2-A3-R1-4

Bin 5

Bin 6

02-Z2-A3-R2-5

02-Z2-A3-R2-6

Bin 7

02-Z2-A3-R2-7

Bin 8

Bin 9

02-Z2-A3-R3-8

02-Z2-A3-R3-9

Bin 10

02-Z2-A3-R3-10

Bin 11

02-Z2-A3-R3-11

Bin 12

02-Z2-A3-R3-12

(Bin location codes)

Example of hierarchical scenario


Bin Locations (2/4)

Enhancement Cont:

Allocations:

All inventory processing supports bin locations

Setup automatic allocations for receiving and issuing

goods

Bin location receipt & issue allocation screens for

manually receiving and issuing transactions

Ability to replenish bin locations

Pick & Pack Manager supports bin locations

Picking methods supports simple bin numbers and

sequences

Bin location allocation rules apply when handling

batch & serial managed items

Inventory transfers support bin location transfers

Item Availability supports bin location visibility

Productions Order bin locations are specified on both

issue for and receipt from production documents

Inventory counting supports bins locations

Barcode fields support ‘per bin’ and ‘per item’

Issue allocation

per WH

Document allocation for all Sales A/R and Purchasing A/P documents


Bin Locations (3/4)

Enhancement Cont:

Reporting:

Report on bin location movements

Existing reports have been extended with

bin location information

New reports include:

Bin Location List

Bin Location Contents List

View bin location transaction history

linking to item ledger transactions and

documents.

All functions exposed to the DI API

Implementation tools support bin location

functions

Displays

breakdown of

items per bin

location


Bin Locations (4/4)

Benefit:

Optimize stock movement

Faster order processing

Auto-allocation facilitates & supports different

picking requirements and processes

Increased efficiency with accelerated cycle

counting

Significantly reduce picking time

Better manage replenishment of items

Easier to manage reserved products

Enhanced visibility of inventory levels

Minimise potential risk to the inventory

Real-time inventory positions allows enterprises

to make better decisions

Warehouse efficiency reporting provides

benchmark information for KPI setting


Inventory Counting (1/2)

Enhancement:

New end to end Inventory Counting process

Cycle Counting Enhancements:

Cycle Count Recommendations are linked to

stock taking process

Define more flexible count frequencies and set

reoccurrences for these frequencies

Define inventory cycles per warehouse , bin

location or item level

Receive alerts for items due for inventory taking

Inventory Counting:

New Inventory Counting document to record and

manage inventory taking process

New Inventory Postings document to record and

manage postings from Inventory Counting results

Two inventory takers can stock take in the same

area

Ability to freeze items while counting

Directly post stock take records without the

counting process.

New End to End Process for Stock Counting:

A items 6 times / year

B items 6 times / year

C items 1 time / year

Cycle Count Alert

for A items

Cycle Count Determination

Print count

sheet

Count

Enter results

Compare results

for 2 takers

Post quantity

differences

Cycle Count

Recommendation

Select items

Freeze items


Inventory Counting (2/2)

Enhancement Cont:

View Inventory Counting documents in Open Items List

Counting supports Units of Measure

Count exact number of serial & batch managed items

Bins locations are supported throughout inventory

counting process

Reporting:

Central Inventory Taking report

Inventory Counting Recommendation & Risk Assessment

dashboard report

Benefit:

Accurate reporting for inventory management

Dynamic counting and posting of quantity differences

Greater transparency in counting and corresponding

posting records

Analyse quantities & differences while inventory taking is

in process and has been completed.

Compare differences between two inventory takers

Greater flexibility in setting up count cycles

Greater flexibility in posting stock take records for

corrections


Multiple Units of Measure (UoM)

Enhancement:

Single UoMs can be grouped together as a

subset based on conversion rules

Default UoM can be automatically

converted to alternative UoM in transaction

processing

Price lists can be updated for each UoM

Supports different barcode standards per

UoM per item

Define different packaging types per UoM

Benefit:

Flexibility to sell and purchase in any unit of

measure required

Supports unlimited global and product-

specific UoM conversion factors


Purchase Requests

Enhancement:

Create Purchase Requests as a preliminary step of

the purchasing process.

New Purchase Request Form & Report

Create Purchase Quotations or Orders directly from

the Purchase Request form or Purchase Request

Report

Create Purchase Quotations based on Purchase

Requests from the Purchase Quotations Generation

Wizard.

Notifications sent via E-mail or Business One

notification when PO and GRPO has been created

for Purchase Request

Supports approval procedure process

Benefit:

Ability to notify purchase department of items needed

to order, quantity and timeframe

Buyers can better control and make better decisions

before buying goods

Great control over expenses and budget

Supports tangible authorization process prior to

purchasing goods


Price Lists & Discounts

Enhancement:

Set active and validity period for price lists &

discount groups

Multiple currencies for price lists

Price list per customer / vendor group

Support multiple unit of measurements for prices

Currency selection for special prices and period /

volume prices

Enhancements for discount groups

Discount control

Price and discount reports

Analyze pricing and discounts in transactions

Benefit:

Greater flexibility for pricing and discount models

Increased control of prices and discounts

Better transparency via price and discount reports


Payment & Deposit Cancellation

Enhancement:

Support cancellation of payments with deposited checks

Support partial cancellation of the deposit transaction for

one chosen check out of a deposit with multiple checks

and return the check to check register

Support cancellation of deposited check

Automatic cancellation of non-deposited checks and its

related payment

Benefit:

Increased flexibility in payment and deposit handling


Cancellation of Marketing Documents

Enhancement:

New ‘Cancellation’ marketing document

created with each cancellation procedure

Accounting, fiscal, financial and inventory

transitions are completely reversed in one step

Both reversing and reversed documents are

closed automatically and fully internally

reconciled

Base documents linked to cancellation

documents are re-opened after cancellation

and can be used as a base document again

Display ‘Cancelled ’ and ‘Cancellation’

marketing documents in reports

Define maximum no. of days for cancelling

marketing documents after posting

Relevant authorisations support this feature

Benefit:

Supports countries where it is not legally

compliant to create a Credit Memo document

for incorrectly added Invoices

Saves time with one complete cancellation step

A/R Invoice (original posting remains)

A/R Invoice (reversal posting and quantities)

Document status is updated -> ‘Cancelled’ Document status -. ‘Closed – Cancellation’

A/R Invoice

User selects cancel ...


GL Account Determination - Advanced Solution

Centralized matrix to determine GL accounts

Support GL settings for items, item groups, warehouses, BP

groups, federal tax ID, ship-to country, ship-to state

Supports multi determination criteria with possibility to set

priorities for determination criteria as well as for rules

Enable tracking by viewing the change log

Simple and flexible

Note: applies only in the first phase (9.0) to inventory relevant accounts


Fixed Assets integrated into core SAP Business One

Enhancement:

Integrated comprehensive fixed assets solution for end to end process

Ability to handle different accounting areas (e.g. local accounting

practices and IFRS in parallel)

Flexible depreciation calculation defined to meet local requirements &

international accounting standards

Authorization concept

New fixed assets master data structure

Benefit:

Enhanced capabilities in fixed assets management

Allows customer specific enhancements

Meets cross-localization accounting standards

Leverages existing Business One processes such as procurement

process, blanket agreements, etc


Additional Functional Enhancements

Enhancement Description

AP Invoice supports Landed

Costs

Landed costs can now be created directly using the ‘Copy From’ function from an AP invoice

without the need of a Goods Receipt. This supports a more streamlined procurement process

without goods receipts, saving processing time and increasing efficiency.

Drop Ship and Serial & Batch

Items

Drop Ship process supports serial and batch managed items. Setup or allocate serial numbers and

batch managed items by activating ‘Manage Serial Numbers and Batches’ in the Warehouse -

Setup window for drop ship warehouses.

Item Costs on A/R Returns &

Credit Memos

The item cost for an item that has been returned via an A/R Returns or A/R Credit Memo can be

updated if it has no base document. This feature is activated by checking ‘Allow changing Inv.

Cost for Doc. Without Base Doc’ in the Document Settings window. A ‘Return Cost’ field has been

added to the A/R Returns and A/R Credit Memo documents to update the inventory cost at an item

level.

System Currency (SC)

Reconciliations

Internal reconciliation functionality in SAP Business One has been extended to support SC

management. New posting accounts have been added to enable automatic SC postings when

performing any type of internal reconciliation.

Reporting & Analytics


SAP Crystal Reports 2011 &

SAP Crystal Reports Server 2011 Integration

Enhancement:

View reports and layouts designed by SAP

Crystal Reports 2011

Edit reports or layouts from SAP Business

One, in the SAP Crystal Reports 2011

designer

Upload system and user-defined Crystal

Reports from SAP Business One to SAP

Crystal Reports Server 2011

Preview the uploaded reports from SAP

Business One

View and share Crystal Reports Server

URLs of the uploaded reports in SAP

Business One

Benefit:

Do state-of-the art reporting through an

upgrade to the next version of SAP Crystal

Reports 2011

Securely open, view, interact with, and

share reports and dashboards over the Web


Electronic File Manager - Multi Language Support

Enhancement:

Ability to translate generic electronic and bank

payment file formats

Ability to export and import translations

Benefit:

Support global businesses with multilingual

environments

Translation can be outsourced through import

/ export functionality


SAP Business One Studio Suite

Next generation of Screen Painter with greater functionality

Extensibility projects can be completed without Microsoft

Visual Studio

Can define workflows & forms

User Defined Object default form designer

SAP Business One Workflow designer

Highly integrated with Microsoft Visual Studio

Easy to use

Speeds up addon development learning curve

Leverages Microsoft Windows form development experience

Forms designer

Helps to generate code for new events -> event driven

development experience

SAP Business One Studio SAP Business One Studio

for MS Visual Studio




UI API Object Level Events The UI API has simplified the handling of events in SAP Business One using Object Level Events.

Maintaining code and developing new code will become easier to manage as coding increases.

UI API Column Setting The functionality of fixing columns in SAP Business One in some forms has been extended to the UI

API to benefit all partners who would like to leverage this feature in the SDK.

DI API Exposure A number of DI API objects have been exposed.

Technical Infrastructure


System Landscape Directory (SLD)

Enhancement:

New SLD service for security configuration

and server management.

SLD service added to Server Tools installation

and replaces current security configuration

process.

Backward compatible for partner addons

Benefit:

Centralized environment for security & server

management

Better security management

License Manager Settings


Single Sign On (SSO)

Step 1: Enable Single Sign On via SLD

Check for

option B & C

Step 2: User setup – Bind with domain user

Only activated when Step 1 is enabled.

One domain user can only be bound

with 1 B1 user per company DB.

You can change binding to another

domain user.

SAP Business One Login Options:

A. Login to B1 client with B1 credentials (original approach)

B. Bind windows account with B1 user, then login to B1 client with windows domain credentials

C. Bind windows account with B1 user, then no credentials are needed when logging into B1 client if the windows session

is opened by the bound windows account.

Can input domain user /

pwd for option B

Once the checkbox is checked, user doesn’t

need to input user id and password for option C.

The logon screen won’t appear for next logon,

B1 will be launched directly with last company

and current domain user.

If the machine is not in a domain, the checkbox

will be hidden.

Step 3: Login for Normal User


64bit Support for SAP Business One

Enhancement:

“Native” 64bit Business One Client utilizes all of the

available memory on a client system.

64bit client released together with 32bit edition.

Supports 64bit DIAPI and UIAPI

Supports 64bit SAP addons -> Payment Engine,

Outlook Integration, EFM

Supports 64bit SDK for add-on migration

Benefit:

Supports high memory consuming transactions

such as DB upgrades, Revaluation reporting etc

Bigger cache and better performance especially

when running huge reports

Supports a greater range and more powerful

partner solutions / add-ons

Better server side processing via 64bit DI API

Ability to integrate with 64bit applications, such as

64bit Microsoft Office

Solves some sizing & crashing issues due to more

memory


Technical Infrastructure


Security Compliance & Data

Privacy

SAP Business One supports a standard encryption communication channel between the license

server, B1 client and DI API addons complying with local and global regulatory mandates for data

security and privacy. To safe guard against brut force attacks and security breaches, the system now

supports dynamic keys and salted hash user passwords. Any administration and configuration

changes will also be stored in a log file for audit purposes.

Different Database User for

each Company Database

There is a new ‘Database User per Company’ credential during the creation of a SAP Business One

company database. This Database User can only access this company database and common

database.

Accessibility Standard To ensure that the ability to access SAP Business One is available to as many people as possible,

such as people with disabilities or special needs, SAP Business One is now aligned with SAP’s

‘Product Standard Accessibility’ requirements enforced by the Product Innovation Lifecycle (PIL)

process.

Data-Structure Length for

Monetary Reporting

SAP Business One supports a greater data structure length for specific monetary fields in reports

such as the Trial Balance report. This will support currencies with large decimal place requirements

and ensure more accurate reporting on financial figures.

Life Cycle Management


Pre-upgrade tool always

downloaded automatically

by RSP

Run upgrade test on

company DB silently

Upgrade performed only

when database is ready

Remote Support Platform 3.0

Four key elements for Remote Support

Platform 3.0 for SAP Business One

backup

Easy to set-up and

flexible backup solution

Choose among various

backup options: full,

differential or delta

Set additional tasks ie.

consistency checks to be

executed prior to backup

Backup SAP Business

One attachments

automatically

PowerShell

Easily run repetitive DI

scripts by embedding

them into the PowerShell

to execute automatically

Add users and manage

VAT changes via RSP

extended tasks

Change configuration

using available tools

Task templates and

immediate execution

Create tasks from

templates with minimum

required setup

Release to customers and

receive feedback as soon

as tasks are generated

Further automation of maintenance

tasks via Scripting Language

First test, prepare

then run the upgrade

upgrade


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