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SAP Business One 9.1 – Overview Idit Saguey – Local Product Expert

SAP Business One 9.1 - Overview

Planned new versions: SAP Business One 9.1 and SAP Business One 9.1,

version for SAP HANA

Release to customer is currently planned for end of Q4 2014

One common code base for SAP HANA database and Microsoft SQL Server

Focus on functional improvements and simplifications of implementing,

operating, and using SAP Business One

Business logic

Enhanced production module Inventory item cost valuation based on serial or batch number Multiple branches function splits transactions by business unit Simplified layouts and default values MRP Pick and Pack Additional Enhancements

Planned top-level Topics

Infrastructure and architecture

Permission Group authorizations Performance improvements Hiding business functions User-Defined Fields (UDF) Simplification Enhancement Configurable framework Importing from Excel Simplified e-mail and printing process

Lifecycle management and support

Quick implementation and express configuration

Reporting and analytics

SAP Crystal Reports 2013 Default settings and report layout (selected countries)

Specific to SAP Business One 9.1, version for SAP HANA

Service layer that exposes business objects by Web service

Role-based work center for analytics and simplified system use (based on HTML5)

Performance optimization (transactional and reporting) Extreme application framework enhancement for

partners Supported by remote support platform

Extensibility/SDK

Additional DI/UI objects and services Enhanced lifecycle management for extensions SAP Business One studio and workflow enhancements

Business Logic

Enhancements:

• New Resource module adds resource data to

production order processing and manages

resource capacities

• Production processing provides resource data

and textual information in the production

process

• Linking to fixed assets or employees

Benefits:

• Complete insight into production

requirements, accurate production costing

and accounting, and identification of

bottlenecks

Production (1/2) - Resources

Enhancements:

• Item/resource/text information throughout

production process

• Flexible movement of item/resource/text lines

within BoM and production orders

• Handling of additional fixed production

quantities

• By-products: manual and backflush, manual

cost input, serial/batch handling, visual

indicator

• Flexible WIP account handling

• Backflush components create the document

for Issue for Production

• Powerful batch BoM update

Benefits:

• Light, but powerful production capability

• Useful for basic routing

Production (2/2) – Production Processing *

Enhancements:

• Inventory valuation method for serial

or batch-related items and processes

• Record all item costs per serial/batch number

• Use specific batch/serial price as

basis for gross profit calculation

• Change the cost of batches/serials using

material revaluation

• Ensure that same batch cannot be received

more than once; prevent receipt of same

batch to stock with different prices

Benefits:

• Transparency on serial/batch costs

• Calculate gross profit from sales for specific

serial/batch number

• Valuation method covers industry standard

New Batch & Serial Valuation Method *

Initial situation:

Different business units of a company may have different legal reporting needs, but sharing some users, business

partners, and other master data. Maintaining different databases for different business units is inconvenient and may

cause data inconsistency.

This feature enables working with different business units

using one database:

• Various master data is assigned to different business units; some

master data can be shared between business units

• Different business units have different documents created with their

own master data

• Different business units share some common data and settings, for

example, items and document settings

Multiple Branches and Business Units (1/2)

Branch 1 Branch 2 Branch 3 Branch 4

Branch 1 Branch 2 Branch 3 Branch 4

Branch 1 Branch 2 Branch 3 Branch 4

Branch 1 Branch 2 Branch 3 Branch 4

Branch 1 Branch 2 Branch 3 Branch 4

Sales & Purchase

Stock Management

Banking

Financial

Analytics

Multiple Branches and Business Units (2/2)

In the same database, it is now possible to:

• Handle the main business process for different business units or branches

• Create documents for separate business units

• Use sales and purchasing for multiple business units

• Centrally manage inventory for each business unit

• Manage bank transactions with centralized payment capability

• Carry out legal and financial reporting for each business unit

Further benefits of functional enhancement for business units:

• Consolidation capability

• All financial transactions will be separated by business unit

• Handling of separate document numbering for each business unit

• Separate accounting setup and G/L account determination by business unit

• Customer receivables aging and vendor liabilities aging by business unit

• New branch overview reports and business unit comparison reports

• Optional assignment of business partners to business units

Enhancements:

• Item Master – for components use

warehouse from BOM of from document

lines

• Use more than one sales forecast in one

MRP run

• Sales quotations and purchase quotations

can be included in the requirements

MRP Enhancements

Benefits:

• Greater flexibility and more accurate MRP

recommendations

Enhancements:

• Create pick lists for production orders and

inventory transfer requests

• Generate or view pick lists through content

menu in A/R reserve invoices, inventory

transfer requests, and production orders

• In the Pick List Generation Wizard, you can

split pick lists by selecting the following:

• Business Partner

• Document Type

• Document

• Item Group

• Item

Pick and Pack

Benefits:

• Real life picking experience for users, ability to

predict picking path, and more flexibility during

the picking process.

Enhancements:

• Enhancements in Advanced G/L Accounts

Determination

• Fixed Assets

• Display Goods Receipt POs and Purchase Orders

balance on Vendor’s Business Partner

• Blanket Agreements

• Bank Statement Processing (BSP)

Additional Enhancements

Infrastructure and architecture

Enhancements:

• Configurable UI layout

• Improved UDF usage

• Data import via Microsoft Excel

• Hiding Business Functions

• Enhanced e-mail integration

• Improved printing layout

• Pre-configured company template

Benefits:

• Shortened implementation cycle

• Quick consumption by customers

• Improved user experience

Simplification Features *

Hiding Business Functions

Enhancements:

• Option to remove unused functions from the

user interface, for example:

• Budget

• Payment Wizard

• Dunning Wizard

• Cost Accounting

• Serial Numbers and Batches

• Production

• MRP

• Units of Measures

• Setting at company level, can be changed at

any time

• Configuration via Express Configuration

Wizard or General Settings

Benefits:

Switching off complete business functions

makes implementation faster.

Permission Groups

Enhancements:

• Permission groups enables customers to

define business role based authorization in

SAP Business One

• Administrators can create permission groups

and assign authorizations, and users to each

• A user can be assigned to one or multiple

groups

• The specific settings at user and group level

determine the authorizations of a user

Benefits:

Effort in regards to user administration can be

reduced tremendously

Data Import via Excel

Enhancements:

• more options to import-update

• additional fields (of BP, items) including object

properties and UDFs are supported

Benefits:

• more data import or integration scenarios can

be covered by Excel import tool, incl. migration

9.0

9.1

Simplified E-Mail and Printing *

Enhancements:

• Contacts of group a business partner an be

grouped, e.g. e-mail group “accounting”

SAP Business One can send e-mails to a

department instead of sending to only one

contact

• additional output method when adding a

new marketing document: Send e-mail,

export to PDF

• Default e-mail subject and body per

document can be maintained (static text

only)

• Send selected documents from list as e-

mails to recipients

Benefits:

• More comfort when documents are to

communicated to partners via e-mail

Specific to SAP Business One 9.1,

version for SAP HANA

SAP Business One service layer provides server-side

web access to system and partner business objects

• Easy-to-use OData protocol

• Parallel processing allows for high throughput

• Well-defined and stable APIs with similar object and function

coverage compared to DI API

Value Proposition for Partners

• Easily expand extensions architecture (3 tiers) to support

mobile and web development

• High throughput to better cater for the needs of the upper SE

segment

• Extend extreme applications capability to address complex

industry-specific needs

• Simplified landscape

SAP HANA Database

R

HTTP /

Open Data Protocol (OData)

B1 Container

R

JavaScript

Wrapper OData

Proxy

Control

Flow Logic

Session

Manager …

OBServer System

business

object

Partner

business

object

System

business

object …

Clients / mobile

SAP HANA Database - Service Layer

Role-based work center for analytics and simplified system use (based on HTML5)

KPI from insight to action

powered by semantic layer

1

My Workbench cover 80% daily operation &

simplify user onboarding

3

Dashboard Pervasive dashboards on

cockpit

2

Widgets – Analytic

Widgets – Operation

4 Recent Updates

5 Count

1 HTML5 cockpit fiori like & reusable on

mobile

3 Enterprise search quick and easy access

search powered by

HANA

4 Menu search

2 Role based predefined sales,

purchase, finance,

inventory cockpits

1

3

2

4

5

1 4

2

1

3

New Cockpit Changes

2

Pervasive analytics – Insight to action

Enhancement:

Add actions to pervasive dashboards and

KPIs

Benefit:

Get insight of the results, and displaying

relevant data by clicking on it

Pervasive analytics – Advanced Dashboards

Enhancement:

Ability to create supplementary cockpits to

display related data when clicking on a

dashboard or KPI widget

Display critical data grouped on a dedicated

cockpit

Benefit:

Quick access to extended business KPIs

and business figures

Thank you!

Q&A

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