Fundamentals SAP Business One

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SAP AG 2007 SAP Solutions for Small and Midsize Enterprises (SME) Additional components for SAP Business One General functions in SAP Business One Contents: Fundamentals of SAP Business One

description

Apresentação dos fundamentos do ERP SAP

Transcript of Fundamentals SAP Business One

Page 1: Fundamentals SAP Business One

SAP AG 2007

SAP Solutions for Small and Midsize Enterprises (SME)

Additional components for SAP Business One

General functions in SAP Business One

Contents:

Fundamentals of SAP Business One

Page 2: Fundamentals SAP Business One

SAP AG 2007

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

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

Fundamentals of SAP Business One: Unit Objectives

Page 3: Fundamentals SAP Business One

SAP AG 2007

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.

Fundamentals of SAP Business One: Business Scenario

Page 4: Fundamentals SAP Business One

SAP AG 2007

Describe SAP's product strategy for the Small and Medium Enterprise market

Discuss the architecture and features of SAP Business One

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

SAP Solutions for SME: Topic Objectives

Page 5: Fundamentals SAP Business One

SAP AG 2007

Company Size

SAP's Approach to the SME Market

There is no single, uniform SME market. Companies vary considerably in terms of

Company size IT complexity Industry Location

Industry

Large Enterprises- SAP Business Suite -

Sophisticated SMEs- SAP Business All-in-One

- SAP Business By Design

Advanced SMEs- SAP Business One -

Small Companies

Locatio

n

Services Retail Production

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SAP AG 2007

Server

Mail

Backup

SDK

Integration Toolkit

ServicesData base

SAP Business One: Technology

Easyto Use

Architecture

Interfaces

Flexible

End-to-end solutionWindows look & feelSimple navigationDrill-down reportingDrag&Relate Integrated with Microsoft Word and

Microsoft Excel

2-tier client/server architecture ("fat client")

Win 32 based, C++Different database optionsVersion check

Easy to configureSearch helpsFormsQueriesUser-defined fieldsUser-Defined Values for searches

SDK (programming interface for VB, C/C++, Java)

Integration Toolkit

Client

SDK

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SAP AG 2007

Outline the additional components of SAP Business One and describe their benefits

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

Additional Components for SAP Business One: Topic Objectives

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SAP AG 2007

SAP Business One Software Development Kit

Server

Data Interface Server

External System

SAP Business One Server

Client

User Interface API

Add-on development

Data Interface API

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SAP AG 2007

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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SAP AG 2007

Where do I Find Additional Information?

Solutions

• Release Planning• Features and Functions• ...

Service & Support

• Upgrades & Patches• Support Center• License Key Request• ...

Education

• Download of Training Material• Online Training• ...

Partnering with SAP

• Partnerships• Certification Process• ...

Marketing & Sales

• Marketing Resources • Sales Tools• Competitive Information • ...

Solution Development

•Software Development Kit

SAP PartnerEdgeGlobal

Channel Partner Portal

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SAP AG 2007

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 Drag&Relate

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

General Functions in SAP Business One: Topic Objectives

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SAP AG 2007

Applications

Administration

Financials

Sales – A/R

Purchasing – A/P

Business Partners

Banking

Inventory

Production

Service

Reports

Menu Drag & Relate

World of Sports [2004-6]manager

SAP Business One

User Menu

Choose Company

Company

User

Administration Choose Company

Server

Company Databases

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SAP AG 2007

Menu Bar and Toolbar

File Edit Data Goto Tools Window Help

Print Preview

Print

Send E-mail

Send SMS

Send Fax

Export to MS-EXCEL

Export to MS-WORD

Launch Application

Lock Screen

General For Navigating Between Data Records

Menu Bar

Toolbar

View Module

Find

Add

First Data Record

Previous Record

Next Record

Last Data Record

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SAP AG 2007

User Code

User Name

Superuser

E-Mail

Mobile Phone

Fax

Password

Defaults

Branch

Department

Add Cancel

Users Setup

Winter

Sabine Winter

[email protected]

0167-653536

Sales

New York

Sales

Functions in a Form

Ctrl+Double-Click

Original Description:

New Descr.:

Mobile PhoneMobile Phone

? ?

Bold Italics

Selection List

Dropdown List

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

User code (8 char)

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SAP AG 2007

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

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SAP AG 2007

User-defined Shortcuts and User Menu

User-defined Menu

InvoiceItem ManagementIncoming Payment

Order

User-defined Shortcuts

Forms

Reports

Queries

Links

Business Partner Master Data (BP)

Sales Opportunity

Quotation

Invoice

Select Won Opportunities

Settings for Opportunity Analysis

Open Items List

Sales Analysis Report Preferences

Menu Drag & Relate User Menu

Sales ManagerWorld of Sports [2004]

SAP Business One

OK Cancel

ListAllocation

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SAP AG 2007

Customize Main Menu

Administration

Financials

Sales – A/R

Purchasing – A/P

Business Partners

Banking

Inventory

Production

Cost Accounting

Reports

Menu Drag & Relate

World of Sports [2004-6]Marc Seller

SAP Business One

User Menu

Main Menu

Form Settings – Main Menu

Administration

Visible

Financials

Sales /AR

...

Apply AuthorizationsApply Authorizations

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

Menu Item

Choose manuallythe Menu Items you want to display.

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SAP AG 2007

Drag&Relate

Purchased Item

Sales Item

WH Item

Fixed Assets

Item Number

Description

Descr. in Foreign

Item Grouping

Manufacturer

SWW

Price List

EAN CodeM00001

Bed (Metallic Design)

Bedroom Furniture

Meubles Antiques

Purchase Price EUR374.40

Expenses for Goods

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

Dirk1

Unit

1

1

Customs Exempt

Input Tax 16 %

608000

0,00

16,00

OK Cancel

Length

Width

Height

Volume

Weight

Procurement Data Sales Data WH Data Restrictions Properties Details

List of all quotations for item M00001List of all quotations for item M00001

Sales / AR

Purchasing / AP

Delivery Notes

Invoices

Quotations

Returns

Orders

Credit Memos

Sales Persons

Delivery (Rows)

Invoices (Rows)

Quotations (Rows)

Return (Rows)

Orders (Rows)

Credit Notes (Rows)

AP Invoices

AP Invoices (Rows)

Goods Receipt

Goods Receipt (Rows)

Purchase Orders

Purchase Orders (Rows)

Purchase Credit Memos

Purchase Credit Memos (Rows)

Purchase Returns

Business Partners

Contacts

SAP Business One

Busy_Ones_5(1-10)manager

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SAP AG 2007

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

You are now able to:

Fundamentals of SAP Business One: Unit Summary