Fundamentals of SAP Business One

Contents:

 SAP Solutions for Small and Midsize Businesses (SMB)

 Additional components for SAP Business One
 General functions in SAP Business One

 SAP AG 2003
 Fundamentals of SAP Business One: Unit Objectives

At the conclusion of this unit, you will be able to:

 Describe SAP's product offerings for the SMB

market
 Discuss the features and technology of SAP
Business One
 Outline the additional components that are
available for SAP Business One
 Navigate through SAP Business One and
choose how the data displays

 SAP AG 2003
 Fundamentals of SAP Business One:
Business Scenario

 You are the managing director of a midsize

company and want to implement a new
software solution to make your business
processes more efficient. You have heard that
SAP also offers software solutions for
companies of your size. You would like to find
out what these products have to offer, and
which one is most suitable for your company.

 SAP AG 2003
 SAP Solutions for SMB: Topic Objectives

At the conclusion of this topic, you will be able to:

 Describe SAP's product strategy for the SMB

market
 Discuss the architecture and features of SAP
Business One

 SAP AG 2003
 SAP's Approach to the SMB Market

Company
Size

There is no single, uniform

SMB market. Companies Large Enterprises
- mySAP Business Suite -
vary considerably in terms
of
 Company size Sophisticated SMBs
- mySAP All-in-One -
 IT complexity
 Industry
 Location Advanced SMBs
- SAP Business One -

Small Companies
Services Retail Production
Industry

 SAP AG 2003
 SAP Offers Solutions for Companies of All Sizes

SAP Solutions for SMB

Large Midsize Companies / Small Companies /
Enterprises Subsidiaries Subsidiaries

mySAP All-in-One
Consists of the mySAP
Business Suite tailored
mySAP Business SAP Business One
to the needs of midsize
Suite Can be implemented in
companies; the software
Complete set of business is easy to install, a matter of days and
functionality for all implement,and maintain, provides all the
requirements and provides a full range functions you need
of business functions

 SAP AG 2003
 SAP Business One: Technology
 End-to-end solution
 Windows look & feel
 Simple navigation
Easy
 Drill-down reporting
to Use  Drag&Relate
Client  Integrated with Microsoft Word and
SDK Microsoft Excel

 2-tier client/server architecture

("fat client")
Architecture  Win 32 based, C++
Server  Different database options
 Version check
Integration
Toolkit
 Easy to configure
SDK  Search helps
 Forms
Flexible  Queries
Data Services  User-defined fields
Mail  Formatted searches
base
Backup
 SDK (programming interface for VB,
C/C++, Java)
Interfaces  Integration Toolkit 1.5 (data interface
based on SOAP 1.1)

 SAP AG 2003
 Additional Components for SAP Business One:
Topic Objectives

At the conclusion of this topic, you will be able to:

 Outline the additional components of SAP

Business One and describe their benefits

 SAP AG 2003
 SAP Business One Software Development Kit

Client Add-on development

Data Interface API User Interface API

Server External System

Data Interface Server

SAP Business
One Server

 SAP AG 2003
 General Functions in SAP Business One:
Topic Objectives

At the conclusion of this topic, you will be able to:

 Navigate through SAP Business One and choose

how the data displays
 Create posting periods and period indicators
 Configure shortcuts and your user menu
 Customize the main menu according to your
authorizations
 Use Drag&Relate

 SAP AG 2003
 Choose Company

SAP Business One

Company World of Sports [2004-6]

manager
Menu Drag & Relate User Menu
Administration
User
Financials
Sales – A/R
Purchasing – A/P
Business Partners
Applications
Administration  Choose Company Banking
Inventory
Production
Service
Reports
Server

Company Databases

 SAP AG 2003
 Posting Periods

4 1

Year Quarters

1 3 2

Fiscal Year

12 1
11 2

10 3
Months Days
9 4

8 5
7 6

 SAP AG 2003
 Posting Period Status

Closing Period
Current
12 1 period -
11 2 Unlocked
12 1
10 11 3 2
Previous fiscal year
10 3
9 4
Current fiscal year

8 9 5 4
7 6
8 5
Locked 7 6
Locked or Unlocked
 SAP AG 2003
 Period Indicator and Document Numbering

Series IV Series I
running from running from
44000 to 44999 41000 to 41999

124 1
11 2
35
106 3
4 year
Fiscal
9 4
5
8 5
7 6
Series III Series II
running from running from
43000 to 43999 42000 to 42999

 SAP AG 2003
 Menu Bar and Toolbar
Menu Bar

File Edit View Data Goto Module Tools Window Help

Toolbar
General For Navigating Between Data Records
Print Preview Find

Print Add
Send E-mail First Data Record
Send SMS
Previous Record
Send Fax
Next Record
Export to MS-EXCEL
Last Data Record
Export to MS-WORD

Launch Application

Lock Screen
 SAP AG 2003
 Functions in a Form

Users Setup

User Code Winter

User Name Sabine Winter
Superuser
E-Mail winter@worldofsports.com
Ctrl+Double-Click Mobile Phone 0167-653536
Fax
Password
Original Description: Defaults Sales
Branch New York
Mobile Phone Department Sales

New Descr.: Add Cancel

?
Selection List
Bold Italics
Dropdown List

User code (8 char)

Winter [Form=20700 Item=13 Variable=1 OUSR,USER_CODE

 SAP AG 2003
 Display Parameters

 Language

 Color

 Default Length Unit

 Default Weight Unit

 Date Format, Date Separator

 Time Format

 Display Currencies on the Right

 Decimal Places, Decimal Separator, and

Thousands Separator

 SAP AG 2003
 User-defined Shortcuts and User Menu

SAP Business One

World of Sports [2004]
Allocation List Sales Manager
Menu Drag & Relate User Menu
Forms
Business Partner Master Data (BP)
Sales Opportunity
Order Quotation
Invoice Invoice

Item Management Reports

Select Won Opportunities
Incoming Payment Settings for Opportunity Analysis
… Open Items List
Sales Analysis Report Preferences
Queries
User-defined Links
Shortcuts

User-defined
Menu
OK Cancel

 SAP AG 2003
 Customize Main Menu

SAP Business One

World of Sports [2004-6]
Marc Seller

Menu Drag & Relate User Menu Form Settings – Main Menu
Administration
Menu Item Visible
Financials
Sales – A/R Administration
Purchasing – A/P Financials
Business Partners
Sales /AR
Banking
Inventory ...
Production
Cost Accounting Choose manually
Reports the Menu Items you Apply Authorizations
want to display.

Main Menu
Display only modules and menu
items the user is authorized for.

 SAP AG 2003
 Drag&Relate
SAP Business One

Busy_Ones_5(1-10) M00001 EAN Code Purchased Item

Item Number
manager Sales Item
Description Bed (Metallic Design)
WH Item
Descr. in Foreign
Sales / AR Item Grouping Bedroom Furniture
Delivery Notes Fixed Assets
Manufacturer Meubles Antiques
Delivery (Rows) SWW
Invoices Price List Purchase Price EUR374.40
Invoices (Rows)
Procurement Data Sales Data WH Data Restrictions Properties Details
Quotations
Regular Vendor Length
Quotations (Rows) Dirk1
Originator Catalog No. Width
Returns Unit of Measurement for Purch. Unit Height
Return (Rows) Items per purchase unit 1 Volume
Orders Packing Unit Weight

Orders (Rows) Quantity per Packing Unit 1

Credit Memos Customs Group Customs Exempt 0,00

Credit Notes (Rows) Tax Liable 16,00
Input Tax 16 %
Sales Persons Expense Account 608000 Expenses for Goods
Purchasing / AP
AP Invoices OK Cancel
AP Invoices (Rows)
Goods Receipt
Goods Receipt (Rows)
Purchase Orders
Purchase Orders (Rows)
List of all quotations for item M00001
Purchase Credit Memos
Purchase Credit Memos (Rows)
Purchase Returns
Business Partners
Contacts

 SAP AG 2003
 Fundamentals of SAP Business One: Unit Summary

You are now able to:

 Describe SAP's product offerings for the SMB

market
 Discuss the features and technology of SAP
Business One
 Outline the additional components that are available
for SAP Business One
 Navigate through SAP Business One and choose
how the data displays

 SAP AG 2003