Fundamentals????of SAP Business One

1
Fundamentals????of SAP Business One
Contents

• SAP Solutions for Small and Midsize Enterprises
  (SME)
• Additional components?????for SAP Business One
• General functions??(??)??in SAP Business One

2
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 SME
  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

3
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.

4
SAP Solutions for SME Topic Objectives
At the conclusion of this topic????????, you will
be able to

• Describe SAP's product strategy????for the Small
  and Medium Enterprise market
• Discuss the architecture(????) and features of
  SAP Business One

5
SAP's Approach to the SME Market (1)

• There is no single, uniform SME
  market(?????,?????????). Companies vary
  considerably in terms of
• Company size
• IT complexity
• Industry
• Location
• SAP divides the SME market as follows
• Small companies that do not prepare balance
  sheets?????
• Advanced??SMEs
• Sophisticated??SMEs

Company Size
Large Enterprises- SAP Business Suite -
Sophisticated SMEs- SAP Business All-in-One -
SAP Business By Design
Advanced SMEs- SAP Business One -
Small Companies
Location
Services Retail Production
Industry
6
SAP's Approach to the SME Market (2)

• SAP divides the SME market as follows
• Small companies that do not prepare balance
  sheets(?????)
• Advanced SMEs
• Sophisticated(???)SMEs
• Small companies
• Generally do not have specific needs when it
  comes to business software. In most cases, these
  needs can be satisfied by the latest Microsoft
  Office applications.
• Advanced SMEs
• Need to be able to model(??) and control their
  business processes using a software system.
• SAP has developed SAP Business One specially for
  such companies.
• SAP Business One is ideally suited to service,
  wholesale, retail or light manufacturing
  companies (??,??,??,??????)with 10 to 100
  employees, with fewer than 30 professional users.
  Companies with relatively straightforward
  business processes may find SAP Business One a
  perfect fit.
• Sophisticated SMEs
• More complex, need a software system that is easy
  to implement, yet offers a broad range of
  business functionality(??fàn?????).
• SAP Business By Design is a complete, adaptable
  on-demand business solution which gives companies
  the option of configuring(??????)their system
  with only limited or no onsite IT expertise
  (????IT????)or resources. Companies choosing SAP
  Business by Design are likely to have 100 to 500
  employees
• SAP Business All-in-One especially for midsize
  companies to provide deep industry-specific
  functionality(???????). Built on the proven ERP
  application, SAP Business All-in-One solutions
  also meets the needs of companies requiring
  adaptation(??) and customization of complex
  business processes as their business changes and
  grows. These companies typically have 100-2500
  employees and maintain a dedicated(?????)IT
  staff.
• Large enterprises represent SAP's traditional
  customer base??????and many are already using the
  SAP Business Suite.

7
SAP Business One Technology (1)
Easyto Use

• End-to-end solution
• Windows look feel
• Simple navigation
• Drill-down reporting
• DragRelate
• Integrated with Microsoft Word and Microsoft Excel

Client
SDK
Architecture

• 2-tier client/server architecture ("fat client")
• Win 32 based, C
• Different database options
• Version check

Server
Integration Toolkit
Flexible

• Easy to configure
• Search helps
• Forms
• Queries??
• User-defined fields
• User-Defined Values for searches

SDK
Services
Data base
Mail
Backup
Interfaces

• SDK (programming interface for VB, C/C, Java)
• Integration Toolkit

8
SAP Business One Technology (2)

• SAP Business One
• Based on a two-tier client/server
  architecture????/?????.
• The server runs a database server as a central
  data repository(???????)(Microsoft SQL Server or
  IBM DB2 Universal Database Express Edition ).
• Most of the application resides on the client
  ("fat client"), where processing is carried out
  locally
• SAP offers a Software Development Kit??????(SDK)
  for SAP Business One.
• Can use this kit to add your own functions
  programmed in Visual Basic (VB), C/C, and Java.
  
• SDK runs either on the server or on the client
  depending on its purpose.
• An integration toolkit????
• Provides an interface for converting data????from
  SAP Business One to XML(???????)
• SAP Business One is shipped with a Service
  Manager and two services
• For sending e-mails, faxes, and SMS from SAP
  Business One (mail service) and creating regular
  database backups (backup service).
• SAP Business One provides general??functions that
  cover all business areas, as well as Customer
  Relationship Management (CRM), contact
  management, and user-defined values for formatted
  searches(?????).
• Country versions are constantly being developed
  to fulfill country-specific????requirements.
• The user interface has already been translated
  into most major languages, and users can switch
  between the languages they need.

9
SAP Business One Software Development Kit (1)
Client
Add-on development
External System
Server
Data Interface Server
SAP Business One Server
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SAP Business One Software Development Kit (2)

• The SAP Business One Software Development Kit
  (SDK) consists of the following
• Data Interface Server (DI-Server)
• allows you to integrate non-SAP systems
• Data Interface Application Programming Interface
  (DI API)
• access to the SAP Business One database
• User Interface Application Programming Interface
  (UI API)
• provides access to the screen elements in the SAP
  Business One client

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SAP Add-ons for SAP Business One 2007

• Advanced Layout Designer
• Copy Express
• MS Outlook Integration
• Payment Engine
• Fixed Assets
• Format Definition
• Intrastat (European Union)
• Only for Germany
• DATEV-FI Interface
• ELSTER Tax Reporting

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Where do I Find Additional Information?
????????
13
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
• Configure shortcuts?????????????and your user
  menu
• Customize the main menu according to your
  authorizations??
• Use DragRelate

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Choose Company (1)
SAP Business One
Company
World of Sports 2004-6 manager
Menu
Drag Relate
User Menu
Administration Financials Sales A/R Purchasing
A/P Business Partners Banking Inventory Producti
on Service Reports
User
Applications
Administration ? Choose Company
Server
Company Databases
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Choose Company (2)

• Administration? Choose Company
• As long as your user exists in a company, you can
  switch directly to a different company.
• You can also change users without having to exit
  the system.
• Login for training database and server
• User code manager Password manager OR
• User code manager Password sab1
• Current server
• Link to backend server?????
• MUST NOT CHANGE

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Menu Bar and Toolbar
Menu Bar
File
Edit
Data
Goto
Tools
Window
Help
View
Module
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
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Functions in a Form

1. Administration ? Setup ? General ? Users.
2. View ? System Information menu item, the system
   also displays some technical information about
   the field

Users Setup
User Code User Name Superuser E-Mail Mobile
Phone Fax Password Defaults Branch Department
Winter Sabine Winter winter_at_worldofsports.com 016
7-653536 Sales New York Sales
CtrlDouble-Click
Original Description New Descr.
Mobile Phone
Add
Cancel
?
Selection List
Bold
Italics


Dropdown List
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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

Administration ? System Initialization ? General
Settings on the Display tab
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User-defined Shortcuts(???)and User Menu

1. Tools ? My Shortcuts ? Customize, the system
   allows you to assign the function keys F2 through
   F12 to your most used transactions
2. Tools ? My Menu ? Organize to maintain your user
   menu.

SAP Business One
World of Sports 2004
Sales Manager
List
Allocation
Menu
Drag Relate
User Menu
Forms
Business Partner Master Data (BP)
Sales Opportunity
Order
Quotation
Invoice
Invoice
Item Management
Reports
Incoming Payment
Select Won Opportunities
Settings for Opportunity Analysis

Open Items List
Sales Analysis Report Preferences
User-defined Shortcuts
Queries
Links
User-defined Menu
OK
Cancel
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Customize Main Menu
SAP Business One
World of Sports 2004-6 Marc Seller
Form Settings Main Menu
Menu
Drag Relate
User Menu
Administration Financials Sales A/R Purchasing
A/P Business Partners Banking Inventory Producti
on Cost Accounting Reports
Visible
Menu Item
Administration
Financials
Sales /AR
...
Choose manually the Menu Items you want to
display.
Apply Authorizations
Main Menu
Display only modules and menu items the user is
authorized for.
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DragRelate (1)
SAP Business One
Purchased Item Sales Item WH Item Fixed Assets
Busy_Ones_5(1-10) manager
Item Number Description Descr. in Foreign Item
Grouping Manufacturer SWW Price List
M00001 Bed (Metallic Design) Bedroom
Furniture Meubles Antiques Purchase Price
EAN Code
Sales / AR
Delivery Notes
Delivery (Rows)
Invoices
EUR374.40
Invoices (Rows)
Procurement Data
Sales Data
WH Data
Restrictions
Properties
Details
Quotations
Dirk1 Unit 1 1
Regular Vendor Originator Catalog No. Unit of
Measurement for Purch. Items per purchase
unit Packing Unit Quantity per Packing
Unit Customs Group Tax Liable Expense Account
Length Width Height Volume Weight
Quotations (Rows)
Returns
Return (Rows)
Orders
Orders (Rows)
Credit Memos
0,00 16,00
Customs Exempt Input Tax 16 608000
Credit Notes (Rows)
Sales Persons
Expenses for Goods
Purchasing / AP
AP Invoices
Cancel
OK
AP Invoices (Rows)
Goods Receipt
Goods Receipt (Rows)
Purchase Orders
List of all quotations for item M00001
Purchase Orders (Rows)
Purchase Credit Memos
Purchase Credit Memos (Rows)
Purchase Returns
Business Partners
Contacts
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Open up an existing sales order record
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Drag C2000 to an item in the Drag Relate
menu
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DragRelate (2)

• DragRelate is a particularly effective means of
  linking two business objects to create a query
• You can limit the authorizations per user for
  using the reports Administration ? System
  Initialization ? Authorizations ? General
  Authorizations, select General ? DragRelate

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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

28
System date deviation message
29
System date deviation message posting period
difference