2007 V New Features Workshop

2007 Version New Features

May 2007

Installation

Internal Reconciliation

Financials Enhancements

Logistics

Miscellaneous

Add-ons

Installation


Financials

Logistics

Miscellaneous

Add-ons

SAP AG 2007, Partner Services / Manfred Weis / 4

System Requirements

Supported database platforms:

Microsoft® SQL Server 2005 SP1 Standard or Enterprise Edition

(only on Windows 2003 Server)

Microsoft® SQL Server 2005 SP1 Workgroup Edition

Collation Settings: Latin1_General, AS

Microsoft® SQL Server 2000 SP4 Standard or Enterprise Edition**

**Only for upgrading customers and until end of maintenance program — April 2008.


Add-Ons Installation

Add-ons are automatically registered to all companies and appear in the Available Add-ons list in the Add-On Administration window with a new installation.

XL Reporter is no longer an add-on and is installed automatically with the client setup process

Outlook Integration Server component as a part of the Common setup

B1IP (Integration Platform) is installed as a part of the Common setup, but is no required for the US

The Professional license includes the SAP Add-On license

Installation


Financials

Logistics

Miscellaneous

Add-ons


Incoming/Outgoing Payment Screens – Reconciliation

Change in record selection behavior Row selector to select / deselect ‘Select All’ and ‘Deselect All’ button Option to partially pay JE Opening balances behave as regular record


Account Balance Screen – Reconciliation link

New ‘Balance Due’ fields for LC, FC and SC

Ability to navigate to Internal Reconciliation screen

Drill down to applied transactions


Manage Previous Internal Reconciliations

Split between internal and external reconciliation history

New ‘Recon. Amount’ field

New ‘Origin’ field


Manage Previous Internal Reconciliations

New ‘Cash Discount Amount’ field

Cancellation/Redo behavior Increase ‘Balance Due’ of all related transactions

Re-open transactions

Remove Date Closed from reconciliation history of those transactions

Reverses and reconcile additional posted transactions (e.g. cash discounts, x-rate etc.)

New reconciliation history to be created with reversed transaction detail and with ‘Recon. Type’ of ‘Cancelled’

System reconciliation cannot be canceled – e.g. credit based on invoice


Applied Transaction Screen

New screen to display context related reconciliation history

Simultaneously displays multiple reconciliations relating to a particular transaction

Cash Discount amount posted on reconciliation can also be displayed on this screen

Accessible from most screen


Menu Changes

Internal reconciliation screen and reconciliation history screens accessed via BP menu for BP reconciliation only

Internal G/L reconciliation to be accessed via Financials menu

External reconciliation screens accessed via Banking menu


Internal Reconciliation – Selection Criteria Screen

Access to the Internal Reconciliation Screen

New Layout

Control account no longer visible

No option to display reconciled transactions

Menu Financials

Menu Business Partners

Menu Banking


Internal Reconciliation – main screen


Internal Reconciliation Screen

Automatic Calculation in case 1 payment is selectedManual calculation is possibleA Journal Entry is created: credit customer, debit cash discount account


Internal Reconciliation Screen *

Exchange Rate Differences

Handle partial reconciliation on a proportional basis - recognizes the difference on the proportion of the amount being reconciled between single payment and 1 or more invoices.

Difference recognition date is changing as follows: If reconciliation date is in current period then this date is used If reconciliation date is in previous active period then user chooses between

reconciliation date or current system date (default is reconciliation date) If reconciliation date is in previous locked period then user chooses to post at current

system date or not to post

Exchange rate difference journal lines to be added to reconciliation history

Small Difference Management

Uses the same setup as existing functionality – e.g. respects the ‘Under/Over Payment Allowed’ field and will post the small difference to the existing BP Under/Over Payment Account.

between single payment and 1 or more invoices.

Not supported by payment wizard


Exercise 1

1. Create 2 A/R invoices: First invoice’s due date should be today’s date Each invoice with the total amount of $500

2. Create an incoming payment on account for $800

3. Open the account balance, and the internal reconciliation screen

4. Add an adjusting Journal Entry and credit the customer account for $180 against any bank account

5. Reconcile the 4 transactions.

6. Use the Applied Transactions report, to view the reconciliation

Hint: you will need to adjust the cash discount amount for the second invoice


Automatic Internal Reconciliation – Credit Memo

Credit memos

Credit memos based on invoices to be automatically reconciled

Even if for a partial amount

Reconciliation history to be automatically created

This is to include the following special cases:– Credit memo based with added lines

– Future functionality enabling credit memo value to be increased


Automatic Internal Reconciliation - Reversal

Reversal Transactions

cancel a 3 cases for reversals Journal Entries Incoming/Outgoing Payments Deposits

Reversing journal to be automatically reconciled with original journal (BP lines only) – new reconciliation history to be generated

Cannot cancel previously cancelled transaction

Zero $ documents are automatically reconciled


Internal Reconciliation Upgrade

2007 A fixes a legacy reconciliation issue,

and likely surfaces it For existing customer, a pre upgrade check has to be conducted


Background

What?– A reconciliation report issue: Customers can get different reports on Business

Partner Balance and Aging Report, which could cause confusion & misinterpretation of actual Business Partner balances

– Not an accounting issue: SAP Business One G/L data has always be accurate

Why?– Caused by two separate reconciliation engines historically used by SAP

Business One. While document level reconciliation engine supports partial reconciliation, G/L level does not. As a result customers could unintentionally create inconsistent data.

Who?– Affecting most existing customers using versions prior to the 2007 A release

– Some (not all) are fully aware of the issue and have escalated it in the past

– Only affecting transactions that have been *partially* reconciled


Partial Reconciliation Prior to SAP Business One 2007 A

AmountBalance Due in

DocumentBalance Due in General Ledger

A/R Sales Invoice 1 $ 500 $ 500 $ 500A/R Sales Invoice 2 $ 300 $ 300 $ 300Incoming Payment ($ 300) ($ 300) ($ 300)Total $ 500 $ 500 $ 500

1) Before partial reconciliation

AmountBalance Due in

DocumentBalance Due in General Ledger


2) After partial document reconciliation

x√Transactions can be partially recon’d at

Document level but not at G/L level

3) After full G/L reconciliationAmount

Balance Due in Document

Balance Due in General Ledger


√G/L level only allows

full recon, which could reconcile the same

payment twice


Impact Assessment

Total sample = 187 (escalation)

customer databases

Before 2007 A Upgrade After 2007 A Upgrade

<1% BPs Affected

75% customers affected by IRU

for Each customerEach adjustment must be

manually managed(Reconciled after the

upgrade)

55 Adjustment Journals on average

Only affecting open transactions that have been

partially reconciled


Implications

1. Assess Impact

2. Complete Upgrade

3. Handle Adjustments

1. Assess Impact

2. Complete Upgrade

3. Handle Adjustments

IRU 1-2-3Recommendation: Install and run the “pre-upgrade tool”

Process post-upgrade adjustments (reconcile, post, collect, write-off)

Learn what IRU is, what it means to them

To Clear the IRU Issue

Pre-upgrade tool,How-to Guide

Dedicated support, Risks & worst case scenarios

Communication packages

To customers… To SAP…

Each adjustment must be manually managed


Rollout for SAP Business One 2007 A

DecApr Mai Jun Jul Aug Sept Oct Nov

2007

Jan2008

Ramp-Up Program GANew

Customers

Upgrade Customers

Early Adoption Program(SAP Controlled Process)

GARamp-Up Program

Partner Led Process(IRU Tools & Programs)

Installation


Financials

Logistics

Miscellaneous

Add-ons


JE Support In Dunning and Payment Wizard

Option to exclude the JE From the dunning wizardVia the JE settings


JE Support In Dunning and Payment Wizard

Payment terms are retrieved from the BP master


Cost Accounting Enhancements - Key Features

Cost Accountingkey Features

System wide consistency

Distribution Rules history

Additional XL Reporter Reports

Cost Accounting


Financials: Posting Templates Recurring Postings

Banking: • Incoming Payment• Outgoing Payment• Payment Wizard

Production: Receipt From Production Issue From Production

AR/AP Documents Freight Line Freight Header

Inventory transactions: Goods receipt, Goods Issue, Stock Transfer, Stock count, Material revaluation

Cost Accounting - System wide consistency


Current status:

Cost Accounting – Distribution Rules History


New Behaviour:

Cost Accounting – Distribution Rules History


Cost Accounting – Reporting *

• New reports available (e.g. G/L Account->PC and vice versa)• XLR to be utilized.

Profit Center - Profit and Loss report

Profit Centers iii-zzzFor Period xx.xx.xx-yy.yy.yy

Actual

Account Description

100000 Sales Revenue (Domestic) - Product No.1 32,522

Total Sales 32,522

Direct Costs

111111 Finished Goods - Cost of Goods Sold 15,754

222222 Materials - Purchase Price Gains 125

300000 Water 50

300001 Gas 45

300002 Telephone 20

300003 Accommodation - domestic 24

300004 Subsistence - domestic 34

300005 Travel Costs - Other 100

300006 Postage 40

300007 Office Stationery 200

300008 Salaries & Wages - basic 5,000

Total Direct Costs 21,392

Distributed Costs -

300006 Postage 67

300007 Office Stationery 24

300010 Electricity 20

300011 Water 12

300012 Gas 50

Total Allocated Costs 173

Net Income 10,957

0 50

CUS -

CardName

Others

Thousands

0 50

SLP - SlpName

Others

Thousands

0 50

CUS -

CardName

Others

Thousands

0 50

SLP - SlpName

Others

Thousands

Profit Center - Profit and Loss reportProfit Centers iii-zzzFor Period xx.xx.xx-yy.yy.yy

Actual

Profir center Profit center Description

III Administration 1,457JJJ Finance 2,000LLL R&D 4,500ZZZ Product Management 3,000

Total 10,957

0 50

CUS -

CardName

Others

Thousands

0 50

SLP -

SlpName

Others

Thousands

0 50

CUS -

CardName

Others

Thousands

0 50

SLP -

SlpName

Others

Thousands


Multiple Open Periods - Current Status

Active Posting Period setting Sales documents may be entered.

Locked Posting Period setting No data entry may be executed within the period in general.

If Locked is “Yes” -> automatically Active is “No”.

Current Posting Period setting


No Current Period: No need to switch between

periods

Linked period and numbering is determined by posting date

User Authorizations: Additional user authorization

based on period status

Different Period Statuses Merge of ‘Locked’ and ‘Active’

New Period Status

Automatic change of period status Period status is automatically

changed controlled via user authorization.

Possible to suppress the feature

Multiple Open Periods


Status LockedUnlocked

Except Sales

Unlocked

Closing Period

Multiple Open Periods


SAP Business One 2007: Tax calculation

System wide change of Tax Calculation–Currently tax is calculated at line level and summed per Tax Group per document.

–New tax calculation is, to be on the basis of transaction totals per Tax Group/Jurisdiction. Calculated Tax totals are then distributed back to the document/journal lines, so that there is 100% consistency between them.

JournalEntry

JournalEntry

Sync between

Lines / Doc level

Sync between

Lines / Doc level


Tax Calculation – In Scope

System wide change of Tax Calculation– Currently tax is calculated at line level. Line level amounts are

summed per Tax Group per document.

– This can result in rounding errors which are inconsistent with the requirement for Tax Group/Jurisdiction based reporting.

– New tax calculation is to be on the basis of transaction totals per Tax Group/Jurisdiction. Calculated Tax totals are then distributed back to the document/journal lines so that there is 100% consistency between them.

Impact– On all AR/AP documents, draft documents and journals

– On methods of Gross and Net Price entry

– Invoice discounting

– Cash discount calculation

– FC, LC and SC tax postings


1099 Enhancements – Key Features *

Provide the ability to print the 1099 payment information tracked within B1 on pre-printed 1099 forms according to legislation requirements.

Support 4 pre- printed forms- 1099 INT, MISC, DIV and form 1096.


Exercise 2

1. Create a new distribution rule for electricity expenses effective from 04/15/2007

2. Divide the expenses 60% for support, and 40% for marketing

3. Create an A/P invoice for electricity bill, with a posting date of 04/16/2007

4. Run the profit center report and view results for your distribution rule

5. Update the distribution rule: affective date = today, division is now 50% for each profit center

6. Run the profit center report, and see if the allocated amounts have changed.

Installation


Financials

Logistics

Miscellaneous

Add-ons


Down Payment Invoice– Scenario Map *


Assembly BOM in Pick and Pack

Assembly BOM’s appear in blue

To Release quantity is the Sales Order Quantity

Available to Release and Available to Pick is the minimum of the available to release for each kind of component item divided by the quantity of that component in the assembly

Based on component

minimum QTY


Assembly BOM in Pick and Pack

Printing the pick list, will provide 2 reports:

Printing Order as Pick List will behave the same


Sales BOM

Choose to hide component in printout only


Sales BOM in Pick and Pack *

Creating a delivery from the Pick and Pack will:

Show parent and all the components in the BOM structure

Parent quantity is determined based on the delivered components.

Inventory items that were not picked, will appear with a quantity of zero

Non inventory items will appear with a quantity which is a multiplication of the completed parent items * base quantity of the component


Exercise 3

Down Payment:

Make sure you have a down payment account on the system setup

Create a sales order and apply 20% down payment amount

Which documents were created?

Copy the order to a delivery and then to an invoice.

Pick & Pack:

Create a sales order using an assembly BOM

Use the Pick & Pack to create a pick list

Print the pick list.


Serial/Batch Handling

During the creation of draft documents, the Serial and Batch Numbers is linked to the draft document.

When users attempt to add the draft as a regular document, SAP Business One checks whether the selected serial or batch numbers are still available.

No allocation is made

When a Sales Order with batch managed items is fully allocated (Batch numbers are selected for the entire quantity), Document Generation Wizard will add a delivery based on that order.

Draft documents

Serial and Batches

Before

Draft documents

Serial and Batches

SAP Business One 2007


Serial / Batches printing

Print the serial and batch numbers inside the documents, and not on a separate page.

For serials:


Serial / Batches printing – Example *

# Item Description Quantity Price Total

1 A00005 HP Color Laser Jet 4.000 USD384.00 USD1,536.00

2 B20349 Tape Backup 1920 3.000 USD240.00 USD720.00

Serial Numbers: S230408, S120708, S040908

3 LM4029ACA Lexmark 4029 AC 9.000 USD8.00 USD48.00

Serial Numbers: S290308, S121107, S031108, S310809, S301011, S280207,S120609, S160407, S040506

Batch Whse Qty Admis. Date Mfr Date Expir. Date Details

B121206 02 1 1/5/2005 12/12/04 12/12/2006

B010807 02 1 1/8/2005 01/08/05 01/08/2007

B241108 03 2 1/11/2005 24/10/05 24/11/2008 New way


Gross profit in reserve invoice

Reserve Invoice does not create the stock posting, and the item cost at the time of the Reserve Invoice is just an estimation.

The Delivery Note based on the Reserve Invoice create the stock posting and the item cost is the real one.

After adding a Delivery Note based on a Reserve Invoice, the real item cost is updated on the reserve Invoice as well, to reflect the real gross profit of the sale.


Credit Memo – Current Behavior


Credit Memo – New Behavior


Tax Only Documents

1. Regular line entry behavior

2. Line marked as Tax Only will only have a Tax impact

3. Applicable both in AR & AP Documents


Inventory Revaluation for FIFO


Inventory Revaluation for FIFO - Price Change

In case of ‘Price Change’ the posting behind the revaluation document is: Debit (Credit): Inventory Account

Credit (Debit): G/L Increase (Decrease) Account.

For each lot displayed in lower grid new price can be set. New price >=0.

If ‘New Price’ field is left blank in lower grid, no revaluation is done for that particular lot after adding the document.


Inventory Revaluation for FIFO - Inventory Debit/Credit *

In case of ‘Inventory Debit / Credit’ the posting behind the revaluation document is: Debit (Credit): proportionally to Inventory Account and Price Difference Account (if Debit/ Credit

quantity > ‘In Stock’ Quantity)

Credit (Debit): G/L Increase (Decrease) Account.

‘Empty Lot’ checkbox in upper grid enables to display and revaluate also lots with zero quantity.

If ‘Quantity’ and ‘Debit/Credit’ fields are left blank, no revaluation is done for that particular lot after the document is added.


Landed Cost

Removal of 2 step posting Definition of new accounts

Allow to link one GR PO to more than one LaC document Right click and choose “Open for landed cost”

Rounding No discrepancies between header and row

Landed cost to Landed cost copy To handle landed cost estimation

Handle zero or negative quantity based on system behavior


Logistic point of view

GRPOGRPO A/P Inv1 TransportA/P Inv1 Transport

A/P Inv2 LoadingA/P Inv2 Loading

A/P Inv3 CustomA/P Inv3 Custom

Warehouse

Influence on stock value

Influence item cost

Influence last purchase price

A/P InvoiceA/P Invoice


Current system behavior of LaC


GRPOGRPO

Landed CostLanded CostA/P Service Inv TransportA/P Service Inv Transport

A/P Service Inv LoadingA/P Service Inv Loading

A/P Service Inv CustomA/P Service Inv CustomWarehouse


New system behavior of LaC


GRPOGRPO

LaC 1LaC 1

LaC 2LaC 2

A/P Service Inv A/P Service Inv TransportTransport

A/P Service Inv A/P Service Inv LoadingLoading

A/P Service Inv CustomA/P Service Inv Custom

Warehouse

Influence on stock is ImmediateWith auto. transaction


Accounting Point of View

Items Custom Transport Loading

GRPOStock/ Stock Allocation Acc

- -

A/P Invoice (doc type –Item)

Stock Allocation Acc/ Vendor

- - -

A/P Ser Invoice (doc type Service)

-Custom Allocation Acc / Vendor

LaC Allocation Acc / Vendor

LaC Allocation Acc / Vendor

Landed Cost -

Stock / Custom Allocation Acc **

Stock / LaC Allocation Acc

Stock / LaC Allocation Acc

**In case Customs don’t affect stock, the amount is posted to an expense account


Landed Cost – New Accounts *

Landed Cost Alloc. Account per expense type:

Will be credited on Landed Cost addition.

Will be debited on A/P invoice from vendor

Customs Alloc. And Expenses Per customs group:

Will be credited in on Landed Cost addition

Will be credited on A/P invoice from vendor

Expenses debited in case customs do not affect inventory


Exercise 4

1. Create a Goods Receipt PO with 2 items

2. Create a landed cost document, based on the first row of the GRPO

3. Add customs and expenses (make sure you all the default GL accounts are defined)

4. Add the Landed Cost. Check the JE that was created

5. Create a landed cost for the second item in the GRPO. Add customs and expenses, this time, choose that customs do not affect inventory

6. Check the JE that was created

Installation


Financials

Logistics

Miscellaneous

Add-ons


1st page printed to a different printer

Document Layout contains 1st page with main business paper

The user can select a printer on which the 1st page will be printed. The other pages will be printed on the printer that is selected in the "printer" field (as it

works today)


Zoom function for layout designing

New icon

•Several predefined Zoom levels •Available space will be filled automatically with Fit•Individual size via Custom entry


Default Templates per User

There is now the possibility to define default for “selected” users (not just for “All” & “Current”)

The specified users will be selected via users choose from list.


Default Templates per Business Partners

If there are no selected BP’s (e.g. first time used), the specified BPs’ will first open a selection form

Else the selection form results will be displayed in a BP choose from list.


PDF support for Layouts/Faxes/Emails (1)

1. PDF is a very common format. Layouts need to be exported to PDF

2. Emailed layouts need to be in a secure and clear format (PDF)

3. Faxed layouts need to have a good quality (not the Jpeg quality)

Process Flow1. The system prompts for file name2. The system saves the file in the B1- Bitmap library3. The system opens PDF reader with the layout

Export a layout to PDF file


PDF support for Layouts/Faxes/Emails (2)

For Emails/Faxes a PDF layout is attachable


Various Changes

Change "Field_xxx" to "F_xxx"

Unchecked "preview printing layout" and "E-mail layout"


PLD Opening Window – Usability change

Screen 2007

Opens the PLD (the default button)

Closes the window without saving the default change (active only after a default change)

Set one row as default template

• The Default Layoutmarked in Bold

• The selected row marked in yellow

Change to update when the user sets a new defaultCloses the window


Minimize / Maximize All PLD Windows Together

Minimizing or maximizing one of the operative PLD windows, reflects on all PLD opened windows


Marked Formula Headers in the Operation list of Formula Editor


Snap to Grid Includes Borders

2006 Snap to Grid

Text Field

Text Field

Current Snap to Grid

Text Field

Text Field


Display digits changes

General Setting and Currencies setup

Today, open for changes.

New Behavior:

Open to increase. After pressing update, “This action is irreversible. Are you sure?”

Block to decrease.


Enlarge Business Partner Master Data


Separate user tables from user fields


Settings Form

“Active” column by default checked when “Visible” column is checked


Date Picker / Calculator

Date Picker in each ‚Date‘ Field selectable

Calculator in each ‚Calculate able‘ Field selectable


Choose form List

Elimination of the need to use asterisk when more than one value starts with…. :


Add standard Find field to Authorization


Display System Queries on the Main Menu

Give another option to open the System Queries through the Main Menu under the right location

No change will be done in the Queries Manager


Find Mode Fields recognizable with ‘yellow’ fields


Approval Procedure - Edit Rejected drafts

User will be able to update Rejected documents Change in any field will set “OK” field to “Update” and will enforce approval check (and

process)

The same draft is used

User will be able to save updated documents before saving Enable to work on the draft and then saving (without posting)


Approval Procedure - Edit Rejected drafts


Approval Procedure - Add inventory documents

Add documents to the template -> documents

Good receipt

Good issue

Inventory transfer

Templates can work either for Inventory document or for AP\ AR documents

Can’t mix – AP\ AR and inventory will use separate templates


Approval Procedure - Add inventory documents *

Add documents to the reports:

“Approval status report”

“Approval decision report”


Help - Welcome Screen - 1/2

Appears at first login and provides the user with links to useful documents and to the SAP Business One customer portal.

The user can choose whether to display in each login or not.


Help - Welcome Screen - 2/2

The user can initiate the Welcome screen from the Help menu


User Training

End User eLearning by role:


What’s This? - Field Level Help

Context sensitive help in the field level is provided, mainly for fields that are not self explanatory or obvious.

Activated from the right click menu of each field, as well as from the Help menu

Right Click


Security Enhancements *

New options for password validation according to company's requirements:

Installation


Financials

Logistics

Miscellaneous

Add-ons


XL Reporter no longer as Add-on

The integration will handle three scenarios:

1. XL Reporter installation – Done from the B1 CD, per each installation (station)

2. XL Reporter administration – The user will have no add-on administration.

3. XL Reporter startup – XL Reporter will start automatically, by demand

4. No need to .Net Frame work installation

5. Upgrade will also be automatic, with the client upgrade

New Dimension available:

Factor Codes/ Distribution Rule (OOCR)

Profit Center

P&L based on profit center can be created

New attributes added to existing dimension

Meta Data DB is eliminated. All tables are embedded in the company DB


Outlook Integration

Show synch completed when done New Synch log is maintained, and opened automatically after each synch process is

completed

Alert Message for value date beyond open period & update error message to be more intuitive

Regarding synch of open quotations

Resolve Conflicts using Latest Changes The record that is most updated (based on date and time) wins during the synch process. User can choose between automatic resolution based on dates, or manual one. Eliminate the need to choose SAP Business One vs. Outlook.

Sync Tasks Status Field Tasks status will only be synch in case the value in OL and SAP Business One are the

same. The initial default values will be synch from OL to SAP Business One.

Apply Last Updated Date as a Synchronization Option Can determine to update contacts that have changed in the last X days/weeks/months Reduce synch time for updating records that have not changed

Various enhancements in performances


Copy Express

Refine dependencies of last categories (1-7)

General information adjustment for missing data

Tree behaviors: Partial indication in Selection Tree Indication for Display all dependencies Change the place of Projects category

Log File: Explanatory error description Print Log


Copy Express – Sorting and Filtering


Copy Express – New Copy Methods


Copy Express – Indicate Changeable Fields


Web Tools Overview

Web SFA

Orders, Quotes, Opportunities MgmtAnd Pipeline Mgmt

Web Themes & Pages

B2CShopping

Cart

CRM

Prospects and Activities

MarketingCampaigns, Content, Ads

Coupons/Promotions

Account Management

Customer, Vendor or Lead, CustomerHierarchy

Web Customer Support

Customer Self Serve, Service/Support Tickets,

Escalations, Document Download

Catalog Mgmt

Kitting, Variants, BOM, AttributesSelection, Cross Sell,

Year Make Model, Multi Tier

B2B

Orders, Order Approval, Customer Specific Pricing and Catalog

Media Library

Images, PDF,SWFEtc.

Areas with new features or changes


Web Tools 2007

SAP Business One web tools compatibility v 2007

SAP Business One 2005A SP1

MS SQL Server 2005

Language English

Change from .Net 1.1 to .Net 2.0– Enables Ajax technology (increases page's interactivity, speed, and usability)

Improved error handling in synchronization

New simplified installer– Default or Advanced

Technical


Administration UI Changes

V 5.9 V 2007


Security and Check Out

Key ChangesB2B and B2C

– New security features

- Membership provider

- Security questions

- Cookie expiration

- Email security settings

– Check out process

- Remove add payment step

- Addresses streamlined


Key Changes

Sales - CRM– Complete change of Opportunities

- Fixed Synch- Add competition, interests and win/loss reason

– Salesperson Sales Order- Same functionality UI changed- Much like a check out

Sales – E-Commerce and CRM– Discounts/Promotions

- Promotions for part, category, shipper, manufacturer etc- Provides an audit trail

Sales- E-Commerce and Internal


Support and Service

Completely Makeover o

f Support/

Service


Support/Service

Key Changes

Support/Service

– Projects

- Tasks

- Work Orders

- Sub-Projects

- People

– Service Tickets

– Service Contracts


Support Solutions

Solutions•Publish FAQ, How-To Articles etc. •Can be used for a Customer Service Portal


Catalog and Part Display

Key Changes

Catalog Additions

– Attribute Matrix

- Size, Color Size

– Part Detail List

- Save to cart

- Save to wish list

- More details

– “People Who Bought This Also Bought That”

- Automatic calculation


Part Detail List Display

New Display Options


Themes – Look and Feel Design

Key Changes

Enhanced Theme Structure

– Master Pages- Part Detail Design Per Part

Increased Design Flexibility

– Preserve Design Changes With Upgrade

Bulk Operation and Filters

– Accounts/Business Partners

– Parts/Items

– Prospects

– Tickets


Certification Exam

Delta Certification exam is now available at Pearson VUE

Only certified consultants can take the delta certification exam

If you are were not certified through Pearson VUE, you must take the 2005 certification first, and then the delta exam.

To register go to http://www.pearsonvue.com/


Ramp Up

Enter nomination at SAP Channel Partner Portal.

The following rules apply to the program:

Both new customers and upgrade customers can participate in the ramp-up program.

New customers are considered customers that have just signed the contract but didn't start the implementation process yet, or customers that have recently started the implementation process with a go-live date later than April 2, 2007.

Upgrade customers are live customers. For these nominations, a copy of the customer's database will need to be transferred to support for SAP Business One.

For customers using solution partner's add-ons, you must verify with the add-on provider that it has tested and is supporting the new version.

Customers using the e-commerce solution will be able to join the ramp-up program in June when the solution is approved for use with the new version.

New features that are added to the 2005 SP1 enhancement package will not be part of the 2007 ramp-up version. If you choose to upgrade to the enhancement package, you will be able to participate in the ramp-up program.

You can find the link for the nomination form on the Ordering Page under SAP Business One -> Software Ordering -> Nomination Request for SAP Business One Version 2007A -> Request Nomination. Click here for a direct link.


2007 Trivia -1

True or False: it is not possible to partial pay a manual journal entry

False

At what point is the cash discount calculated on the internal reconciliation screen?

When you choose 1 payment and one or more invoices

Is it necessary to reconcile a zero amount invoice?

No

When you cancel a reconciliation with exchange rate differences, will that transaction be reversed?

Yes


2007 Trivia - 2

What SQL version can be used with a full installation of the 2007v?

MS SQL 2005 Only

True/False: It is not mandatory to have a license in order to use any of the SAP Add-ons

False. The SAP Add-on is now part of the regular SAP Business One license

Is it possible to exclude certain manual JE from the Dunning Wizard?

Yes

What is the new posting period status?

Closing Period


2007 Trivia - 3

Which documents are automatically created when a down payment amount is applied to a sales order?

Down payment invoice and incoming payment

Is it possible to link a down payment invoice, to an invoice, that was not paid?

No

True/False: When you deliver a sales BOM using the Pick and Pack, only inventory items will appear on the delivery document

False. All items of the BOM will appear, no matter if they are inventory or not.

How does the system calculate the available quantity to release of an assembly BOM?

minimum of the available to release for each component divided by the quantity of that component in the assembly BOM


2007 Trivia - 4

Which valuation methods are supported by the Material Revaluation document?

All (FIFO, Standard and Moving Average)

True/False: Landed cost expenses will always affect inventory value

True

What are the 3 options for setting a default template to different users?

Current user, all users, specified users

Can user defined queries be added to the main control panel?

No. Only system queries were added in the new version


Thank You

Any Questions?

Thank you and good luck!

2007 V New Features Workshop

Economy & Finance

Transcript of 2007 V New Features Workshop