Fundamentals SAP Business One
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Transcript of 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
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
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
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
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
SAP AG 2007
Server
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
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
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
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
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
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
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
SAP AG 2007
Menu Bar and Toolbar
File Edit Data Goto Tools Window Help
Print Preview
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
SAP AG 2007
User Code
User Name
Superuser
Mobile Phone
Fax
Password
Defaults
Branch
Department
Add Cancel
Users Setup
Winter
Sabine Winter
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)
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
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
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.
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
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