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01 - Fundamentals of SAP Business One - Revised

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0% found this document useful (0 votes)
138 views41 pages

01 - Fundamentals of SAP Business One - Revised

Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
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Helping Companies Run Better

SAP AG 2003

Introduction

In 19 !" five former IB# emplo$ees started a compan$ t%e$ call S&' S$stemanal$se und 'rogrammentwic(lung )*S$stem &nal$sis and 'rogram +evelopment*,. Vision: Standard application software for real-time data processing is developed.

SAP AG 2003

Introduction - History
In #arc% !--! S&' purc%ased .op#anage /inancial S$stems" an Israel-0ased developer of 0usiness applications and 0randed t%eir s$stem as S&' Business 1ne. .op#anage was founded 0$ Reuven &gassi and 2adi S%amia" 0ot% ta(en (e$ e3ecutive positions at S&' following t%e ac4uisition. .%e ac4uisition allowed S&' to reac% out to t%e midmar(et t%roug% its partners and also to gain additional 0usiness from t%e smaller su0sidiaries of its enterprise customers. In +ecem0er !--5" S&' ac4uired t%e tec%nolog$ and assets of i6$ti3 S$stems &S" a privatel$ %eld software compan$ 0ased in 1slo" 7orwa$. &s a result S&' introduced new reporting and 0udgeting capa0ilities in S&' Business 1ne called 86 Reporter.
Small Companies

SAP AG 2003

Introduction - History
In 9ul$ !--: S&' ac4uired 'ra3is Software Solutions and plans to integrate t%e compan$;s <e0-0ased CR# and e-commerce capa0ilities into S&' Business 1ne. /inancial terms of t%e deal weren;t disclosed. #inneapolis-0ased 'ra3is" a private software compan$" %ad previousl$ 0een a S&' Business 1ne partner. In !--9 S&' sold t%e <e0-0ased CR# and eCommerce components t%at comprised t%e former 'ra3is Software Solutions. Currentl$ S&' does not offer an eCommerce solution for S&' Business 17=. .%is functionalit$ will 0e provided t%roug% t%e Solution =3tension 'rogram. .%e compan$ also 0egan reporting revenues from t%e S#= space separatel$ from revenues for t%e larger customers" as a wa$ of s%owing dedication to t%e S#= mar(et. Small Companies

SAP AG 2003

Introduction

S&' Business 1ne is an integrated enterprise resource planning )=R', s$stem written and distri0uted 0$ S&' &2 0ased in <alldorf" 2erman$. It caters for 0usiness software re4uirements of small and medium si>ed enterprises )S#=s,.

SAP AG 2003

SAP's Approach to the SMB Market


Compan$ Si>e

.%ere is no single" uniform S#B mar(et. Companies var$ considera0l$ in terms of


Compan$ si>e I. comple3it$ Industr$ 6ocation

6arge =nterprises
- m$S&' Business Suite -

Sop%isticated S#Bs
- m$S&' &ll-in-1ne -

&dvanced S#Bs
- S&' Business 1ne -

Small Companies
Services Retail Production

c 6o

n io t a

Industr$
SAP AG 2003

SAP Offers Solutions for Companies of All Sizes

S&' Solutions for S#B


"ar#e $nterprises Midsize Companies Su!sidiaries Small Companies Su!sidiaries

mySAP Business Suite Complete set of 0usiness functionalit$ for all re4uirements

mySAP All-in-One Consists of t%e m$S&' Business Suite tailored to t%e needs of midsi>e companies? t%e software is eas$ to install" implement"and maintain" and provides a full range of 0usiness functions

SAP Business One Can 0e implemented in a matter of da$s and provides all t%e functions $ou need

SAP AG 2003

Industries Pro%ided !y SAP Solutions


I. /I7&7CI&6 &7+ '@B6IC S=RVIC=S a. Ban(ing .%e potential 0enefitsA Better cost to income ratio? Hig%er c%annel profita0ilit$? Hig%er profita0ilit$ per customer? 2reater customer satisfaction and lo$alt$? 6ower overall cost and comple3it$? 6ower loan loss ratio due to fact-0ased lending decisions? 2reater confidence in ris( and compliance.
SAP AG 2003

Industries Pro%ided !y SAP Solutions


I. /I7&7CI&6 &7+ '@B6IC S=RVIC=S 0. +efence and Securit$ .%e S&' for +efense B Securit$ set of solutions %elps $ou ta(e control of and ensure pu0lic securit$. .%ese solutions cover ris( and intelligence management" case and identit$ management" and command and control wit% resource deplo$ment. &ll solutions are integrated in real time and outfit $ou wit% powerful tools t%at facilitate colla0oration and communication at all levels of interaction C among people" information" and processes. S&' solutions support a 0road range of mission-critical 0usiness processes" including processes for: #ission ena0lement <or(force management and support Budget monitoring and management

SAP AG 2003

Industries Pro%ided !y SAP Solutions


I. /I7&7CI&6 &7+ '@B6IC S=RVIC=S c. Healt%care .%e potential 0enefitsA Individuali>ed care planning and monitoring? Better data for decision ma(ing and outcomes? /aster 0illing and collection times? Streamlined financial processes? Simplified materials management operations? Improved staff productivit$ and HR management.

SAP AG 2003

Industries Pro%ided !y SAP Solutions


I. /I7&7CI&6 &7+ '@B6IC S=RVIC=S d. Hig%er =ducation and Researc% Industr$ <%at +oes S&' Software +eliverA Colla0orative process capa0ilit$ for lin(ing departmental offices wit% central administration? Support for ena0ling talent management? Capa0ilities for 4ualit$ management and compliance reporting? Integrated financial" customer" and operations management.

SAP AG 2003

Industries Pro%ided !y SAP Solutions


I. /I7&7CI&6 &7+ '@B6IC S=RVIC=S d. Hig%er =ducation and Researc% Industr$ )continuation, <%at &re t%e BenefitsA Improved performance" scala0ilit$" and reduced costs due to 0usiness process visi0ilit$ and e3ecution Improved processes to attract" on0oard" support" and administer %uman resources Reduced time to respond to patterns t%at demand management action" suc% as funding s%ortfalls" facilities availa0ilit$ or s%ortfalls" 0udget overruns" and profit lea(s Cost-effective resource management and improved profita0ilit$

SAP AG 2003

Industries Pro%ided !y SAP Solutions


I. /I7&7CI&6 &7+ '@B6IC S=RVIC=S e. Insurance
&7 I7S@R&7C= '16ICD /1R I7S@R&7C= C1#'&7I=S <it% S&' for Insurance" $ou can adapt 4uic(l$ to c%anging needs w%ile maintaining t%e control and visi0ilit$ necessar$ to ensure profita0le growt%. 1ur solutions integrate t%e entire insurance value c%ain C from collection of premiums t%roug% pa$ment of claims. S&' for Insurance supports data transparenc$" data integrit$" and powerful anal$tics for tactical and strategic decision ma(ing and reporting. S&' for Insurance includes t%e following industr$-specific applications: S&' Claims #anagement S&' /inancial &sset #anagement S&' Insurance Collections and +is0ursements S&' Incentive and Commission #anagement S&' Reinsurance #anagement

SAP AG 2003

Industries Pro%ided !y SAP Solutions


I. /I7&7CI&6 &7+ '@B6IC S=RVIC=S f. 'u0lic Sector <%at +oes S&' Software +eliverA =fficiencies for improving talent management and productivit$ to meet t%e c%anging ta3 0ase and increasing constituent e3pectations Capa0ilities to anal$>e" differentiate" and serve customer segments according to costs" profits" and services used Support for services innovation and deliver$ #ore efficient reporting and improvements in customer service and satisfaction

SAP AG 2003

Industries Pro%ided !y SAP Solutions


I. /I7&7CI&6 &7+ '@B6IC S=RVIC=S f. 'u0lic Sector )continuation, <%at &re t%e BenefitsA Better use of talent and improved self-service and financial accounting =3panded view of t%e customer across all aspects of t%e organi>ation =n%anced fle3i0ilit$ to innovate services offerings" leading to increased profita0ilit$ Support for increasing transparenc$" accounta0ilit$" and improving accounta0ilit$ and documentation

SAP AG 2003

Industries Pro%ided !y SAP Solutions


II. #&7@/&C.@RI72 &. &utomotive
<it% S&' applications" integrated wit% leading 0usiness support and anal$tical software" $ou can optimi>e (e$ industr$ 0usiness processes C and ac%ieve (e$ 0usiness goals: 1perational e3cellence wit% optimi>ed processes for operations management Superior customer value wit% optimi>ed processes for sales and service 'roduct and service leaders%ip wit% optimi>ed processes for product management Best people and talent wit% optimi>ed processes for wor(force and talent management /inancial e3cellence wit% optimi>ed processes for financial performance management

SAP AG 2003

Industries Pro%ided !y SAP Solutions


II. #&7@/&C.@RI72 B. C%emicals .%e potential 0enefitsA Improved return on capital emplo$ed? 1ptimi>ed asset performance and utili>ation? Superior order fulfillment and improved on-time deliver$ rate? Reduced energ$ consumption? #a3imi>ed return on RB+ investments? 'rofita0le revenue streams? Increased 0rand protection.

SAP AG 2003

Industries Pro%ided !y SAP Solutions


II. #&7@/&C.@RI72 C. Consumer 'roducts .%e potential 0enefitsA Hig%er percentage of revenue from new products ? Increased 0rand recognition and lo$alt$? Sustained incremental revenue from promotional spend? /aster response to demand? Increased service levels and customer satisfaction? 1ptimi>ed total inventor$ turnover? Reduced manufacturing" distri0ution" and transport costs.

SAP AG 2003

Industries Pro%ided !y SAP Solutions


II. #&7@/&C.@RI72 +. =ngineering" Construction and 1perations S&' provide all t%e functionalit$ $ou need to manage a variet$ of enterprises: Construction C #anage ris( factors and finances across $our entire proEect portfolio wit% greater accurac$" relia0ilit$" and accounta0ilit$. Home0uilding C Standardi>e" integrate" and e3tend 0usiness processes from $our organi>ation to suppliers and su0contractors. Commercial real estate C =3pand $our diversified real estate portfolio and grow $our 0usiness t%roug%out t%e full facilit$ life c$cle.

SAP AG 2003

Industries Pro%ided !y SAP Solutions


II. #&7@/&C.@RI72 =. #ining
S&' for #ining solutions ena0le mining companies to manage and respond to c%anges in unpredicta0le glo0al mar(ets" manage suppl$ c%ains" run efficient operations" and sustain communit$ relations C w%ile ensuring optimal asset utili>ation" profita0le order fulfillment" and %ig% standards of 4ualit$" sustaina0ilit$" and compliance. S&' compre%ensive suite of applications" integrated wit% leading 0usiness support and anal$tical software" ena0les $ou to optimi>e endto-end 0usiness processes for: Business planning Suppl$ c%ain management Contact to cas% 1perations management 1perational compliance =nterprise asset management Suppl$ management =nterprise management and support
SAP AG 2003

Industries Pro%ided !y SAP Solutions


II. #&7@/&C.@RI72 /. 1il and 2as
.%e new mar(et realities and d$namics t%at energ$ companies face re4uire t%e a0ilit$ to see clearl$" t%in( clearl$" and act clearl$. S&' solutions provide t%is clarit$ C and ena0le t%e closed loop management of 0usiness performance at 0ot% t%e enterprise and operational levels. <%et%er it;s t%e development and deplo$ment of new assets or t%e efficient and sustaina0le operation of e3isting assets" our industr$ solutions deliver proven performance and e3cellence. S&' solutions support t%ese core 0usiness processes C and man$ ot%ers C of t%e oil and gas industr$: 1perational ris( management Integrated sourcing and procurement =nterprise performance management 1ptimi>ed asset operations management =fficient HR operations

SAP AG 2003

Industries Pro%ided !y SAP Solutions


III. S=RVIC= &. #edia S&' for #edia meets t%e uni4ue demands of pu0lis%ers" 0roadcasters" advertising agencies" news services" and entertainment 0usinesses. <it% over :-- customers worldwide" S&' for #edia provides tailored solutions to (eep up wit% rapid c%anges driven 0$ t%e Internet" online pu0lis%ing" digital 0roadcasting" and glo0ali>ation. .a(e advantage of our portfolio for intellectual propert$ management" advertising management" product development" and media sales and distri0ution solutions for: Broadcasting companies =ntertainment companies 'remium content pu0lis%ers 7ewspaper and maga>ine pu0lis%ers

SAP AG 2003

Industries Pro%ided !y SAP Solutions


III. S=RVIC= B. 'rofessional Services
7o matter w%at si>e $our 0usiness" $ou want to matc% t%e rig%t people wit% proEects" maintain efficienc$" and ensure client satisfaction. &ccomplis% all t%ree goals wit% our professional services software solutions. .%e potential 0enefitsA Increased revenues C and lower I. and administrative costs Improved resource utili>ation =n%anced client satisfaction #ore return 0usiness Hig%er percentage of on-time" on-0udget proEect completions &0ilit$ to e3pand t%e 0usiness profita0l$
SAP AG 2003

Industries Pro%ided !y SAP Solutions


III. S=RVIC= C. Retail
+eliver an integrated s%opping e3perience w%et%er $our customers are tal(ing to $ou in t%e store" on a social networ(" t%roug% t%eir computer" or on a mo0ile device. 1ur retail management software solutions can %elp $ou improve efficienc$ and gain a single view of t%e customer. .%e potential 0enefitsA Better conversion rates across c%annels Hig%er customer and 0as(et spend 2reater customer satisfaction Better stoc( coverage and improved service levels 6ower store la0or costs Increased =arnings Before Income .a3 )=BI., F operating income
SAP AG 2003

Industries Pro%ided !y SAP Solutions


III. S=RVIC= +. .elecommunication
How do $ou 4uic(l$ roll out new services to increase revenue and ma(e $our customers %app$ C faster t%an $our competitorsA Rel$ on our telecommunications software solutions to provide $ou wit% t%e fle3i0ilit$ to service 0ot% upstream partners and downstream customers. See %ow easil$ $ou can roll out new offerings C suc% as mo0ile content and cloud applications C t%at 0uild customer satisfaction and lo$alt$. .%e potential 0enefitsA 2reater fle3i0ilit$ to support new 0usiness models 6ower c%urn and improved customer satisfaction Reduced costs t%roug% greater operational efficiencies Increased competitiveness wit% faster time to mar(et #ore new revenue opportunities C 0ot% upstream and downstream
SAP AG 2003

Industries Pro%ided !y SAP Solutions


III. S=RVIC= =. .ransportation and 6ogistics <%at does S&' software deliverA =fficiencies for improving productivit$ across all operations Capa0ilities to anal$se" differentiate and serve customer segments according to costs" profits and services used Support for services innovation and deliver$ 1rder management capa0ilities C promoting e3cellence in customer service C integrated wit% financial management" controlling and reporting

SAP AG 2003

Industries Pro%ided !y SAP Solutions


III. S=RVIC= =. .ransportation and 6ogistics )continuation, <%at are t%e 0enefitsA Better use and improved productivit$ of talent" wit% complete integration of development" operations" sales" service and accounting Improved profit management activities to en%ance unproductive contracts or customers 0$ providing uni4ue and %ig%er-profit services =n%anced fle3i0ilit$ to innovate services and products" reducing time to mar(et and improving return on investments Improved visi0ilit$ into customer account re4uirements wit% process management capa0ilities to streamline and automate re4uired services
SAP AG 2003

Industries Pro%ided !y SAP Solutions


III. S=RVIC= /. @tilities
How do $ou address t%e needs of t%e new energ$ era C profita0l$A Rel$ on our utilities software solutions. <e can %elp $ou optimi>e $our operations" improve return on $our assets" and identif$ and deliver new products t%at can %elp $ou reac% $our growt% potential. .%e potential 0enefitsA Reduced cost-to-serve Reduced processing time C from meter reading to invoice to 0ill correction Increased num0er of customers and average revenue per customer 6ower energ$-procurement costs 6ower maintenance costs Reduced accident-fre4uenc$ rate /ewer outages

SAP AG 2003

Industries Pro%ided !y SAP Solutions


III. S=RVIC= 2. <%olesale +istri0ution
S&' for <%olesale +istri0ution addresses t%e needs of 0ot% midsi>e and large w%olesale distri0ution 0usinesses in a wide range of segments" including food and 0everage" %ealt%care" %ig%-tec%" and industrial. .%is solution set supports t%e core components of $our 0usiness" wit% applications for: 'lanning 'rocurement <are%ouse management 1rder management Business anal$tics C%arge0ac( management

SAP AG 2003

&eneral 'unctions in SAP Business One( )opic O!*ecti%es

&t t%e conclusion of t%is topic" $ou will 0e a0le to:

7avigate t%roug% S&' Business 1ne and c%oose %ow t%e data displa$s Create posting periods and period indicators Configure s%ortcuts and $our user menu Customi>e t%e main menu according to $our aut%ori>ations @se +rag BRelate

SAP AG 2003

Choose Company
SAP $usiness %ne

Compan$ @ser

World of Sports [2004 !" #anager

Menu

Drag & Relate

&ser Menu

&dministration /inancials Sales C &FR 'urc%asing C &F' Business 'artners

Administration Choose Company

Ban(ing Inventor$ 'roduction Service Reports

&pplications

Server

Compan$ +ata0ases
SAP AG 2003

Postin# Periods

5 Dear 1 /iscal Dear 1! 1 ! #ont%s J : I G 5 +a$s G Huarters

11 19

SAP AG 2003

Postin# Period Status

Closing Period

12 )) )0 , + *
'oc(ed
SAP AG 2003

) 2 )) G )2 ) 2

Current period -@nloc(ed

'revious fiscal $ear

)0

5 Current fiscal $ear

G 4 -

, I ! + * !

'oc(ed or &nloc(ed

Period Indicator and +ocument ,um!erin#

Series IV running from 55--- to 55999

Series I running from 51--- to 51999

)24 ) )) 2 G 3 )0 ! /iscal 5 $ear , 4 I + * !


Series III running from 5G--- to 5G999 Series II running from 5!--- to 5!999

SAP AG 2003

Menu Bar and )ool!ar


#enu Bar
.ile /dit 3ie1 Data Goto Module 0ools Windo1 2elp

.ool0ar 2eneral 'rint 'review 'rint Send =-mail Send S#S Send /a3 =3port to #S-=8C=6 =3port to #S-<1R+ 6aunc% &pplication 6oc( Screen
SAP AG 2003

/or 7avigating Between +ata Records /ind &dd /irst +ata Record 'revious Record 7e3t Record 6ast +ata Record

'unctions in a 'orm

&sers Setup
@ser Code @ser 7ame Superuser =-#ail winterKworldofsports.com -1: -:IGIG: <inter Sa0ine <inter

CtrlL+ou0le-Clic(

#o0ile '%one /a3 'assword

1riginal +escription: #o0ile '%one 7ew +escr.:


A

+efaults

Sales 7ew Dor( Sales 4ancel

Branc% +epartment Add

Bold

Italics

Selection 6ist +ropdown 6ist

&ser code :+ c;ar< Winter [.or#520*00 6te#5)3 3aria7le5) %&SR8&S/R94%D/

SAP AG 2003

+isplay Parameters

6anguage Color +efault 6engt% @nit +efault <eig%t @nit +ate /ormat" +ate Separator .ime /ormat +ispla$ Currencies on t%e Rig%t +ecimal 'laces" +ecimal Separator" and

.%ousands Separator

SAP AG 2003

-ser-defined Shortcuts and -ser Menu

S&' Business 1ne &llocation 6ist <orld of Sports N!--5O Sales #anager #enu /orms
Business 'artner #aster +ata )B',

+rag B Relate

@ser #enu

1rder Invoice Item #anagement Incoming 'a$ment M

Sales 1pportunit$ Huotation Invoice

Reports
Select <on 1pportunities Settings for 1pportunit$ &nal$sis 1pen Items 6ist Sales &nal$sis Report 'references

@ser-defined S%ortcuts

Hueries 6in(s

@ser-defined #enu
1P Cancel

SAP AG 2003

Customize Main Menu

SAP $usiness %ne


World of Sports [2004 !" Marc Seller

Menu

Drag & Relate

&ser Menu

/orm Settings C #ain #enu #enu Item &dministration /inancials Sales F&R ... C%oose manuall$ t%e #enu Items $ou want to displa$. Visi0le

&dministration /inancials Sales C &FR 'urc%asing C &F' Business 'artners Ban(ing Inventor$ 'roduction Cost &ccounting Reports

&ppl$ &ut%ori>ations

#ain #enu +ispla$ onl$ modules and menu items t%e user is aut%ori>ed for.
SAP AG 2003

+ra#./elate
SAP $usiness %ne
$us=9%nes9-:) )0< #anager Sales F &R +eliver$ 7otes +eliver$ )Rows, Invoices Invoices )Rows, Huotations Huotations )Rows, Returns Return )Rows, 1rders 1rders )Rows, Credit #emos Credit 7otes )Rows, Sales 'ersons 'urc%asing F &' &' Invoices &' Invoices )Rows, 2oods Receipt 2oods Receipt )Rows, 'urc%ase 1rders 'urc%ase 1rders )Rows, 'urc%ase Credit #emos 'urc%ase Credit #emos )Rows, 'urc%ase Returns Business 'artners Contacts
Item 7um0er +escription +escr. in /oreign Item 2rouping #anufacturer S<< 'rice 6ist 'urc%ase 'rice Sales +ata <H +ata =@RG 5.5Restrictions 6engt% <idt% Heig%t Volume <eig%t 'roperties +etails Bedroom /urniture #eu0les &nti4ues #----1 Bed )#etallic +esign, =&7 Code 'urc%ased Item Sales Item <H Item /i3ed &ssets

'rocurement +ata Regular Vendor 1riginator Catalog 7o.

+ir(1

@nit of #easurement for 'urc%. @nit 1 Items per purc%ase unit 'ac(ing @nit Huantit$ per 'ac(ing @nit Customs 2roup .a3 6ia0le =3pense &ccount 1 -"-1:"--

Customs =3empt Input .a3 1: Q :-J---

=3penses for 2oods

1P

Cancel

6ist of all 4uotations for item #----1

SAP AG 2003

'undamentals of SAP Business One( -nit Summary

Dou are now a0le to:

+escri0e S&';s product offerings for t%e S#B mar(et +iscuss t%e features and tec%nolog$ of S&' Business 1ne 1utline t%e additional components t%at are availa0le for S&' Business 1ne 7avigate t%roug% S&' Business 1ne and c%oose %ow t%e data displa$s

SAP AG 2003

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