SAP Business One

Product Update
Ari Schapira and Peter Dominik
SAP Business One Product Management
January 16th, 2023
Internal | SAP Employees and Partners Only
Legal disclaimer

The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the permission of SAP.
This presentation is not subject to your license agreement or any other service or subscription agreement with SAP. SAP has no obligation
to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned
therein. This document, or any related presentation, and SAP’s strategy and possible future developments, products, and platforms, directions,
and functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information in this
document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. This document is provided without
a warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability, fitness for a particular
purpose, or noninfringement. This document is for informational purposes and may not be incorporated into a contract. SAP assumes no
responsibility for errors or omissions in this document, except if such damages were caused by SAP’s willful misconduct or gross negligence.

All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from
expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates,
and they should not be relied upon in making purchasing decisions.

For all recent and planned innovations, potential data protection and privacy features include simplified deletion of personal data, reporting
of personal data to an identified data subject, restricted access to personal data, masking of personal data, read access logging to special
categories of personal data, change logging of personal data, and consent management mechanisms.

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SAP Business One releases and related products
Solid product road map with continuous innovation*

All products Continuous deliveries for all versions in mainstream maintenance

Cloud Continuous enhancements for SAP Business One Cloud, partner- and SAP-hosted options

Mobile apps Continuous enhancements for all mobile apps

SAP Business One

(version for Microsoft SQL and Continuous enhancements through feature packages (FP)
version for SAP HANA)

2022 2023 2024 2025 2026 …

Schematic illustration of major deliveries

The latest SAP Business One release planning details are always available in the SAP Note: https://launchpad.support.sap.com/#/notes/2267770

*This is the current state of planning and may be changed by SAP at any time.
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SAP Business One
Product road map overview – Key themes and capabilities

Recent innovations Planned innovations1 Product direction1

Core Core Core

▪ Web client extended sales, purchasing, service, inventory and analytics ▪ Web client extended sales, purchasing, payments, service, financials, ▪ Extended Web client business process coverage incl. administration
functionality production, inventory, and analytics functionality ▪ Continuous innovations based on market feedback (Customer Influence)
▪ Continuous innovations based on market feedback (Customer Influence) ▪ Continuous innovations based on market feedback (Customer Influence) ▪ Optimized scalability and performance
▪ Integration to SAP Product Footprint Management solution for clean ▪ Intelligent ERP elements, such as machine learning and delivery of SAP ▪ Simplification of landscape and deployment, support for containerization
operations Process Automation workflow manager integration with SAP Business One approach
▪ Document Information Extraction service integration (purchase invoice ▪ Outlook 365 integration enhancements
scanning and business cards scanning) ▪ Microsoft Teams integration enhancements Globalization
▪ SAP Process Automation solution bots integration with SAP Business One ▪ Enhancement of existing markets and regions
▪ Microsoft Teams integration Globalization ▪ Integrations to electronic fiscal services
▪ Electronic documents service enhancements ▪ IFRS compliance
Globalization ▪ Electronic documents certificate management enhancements
▪ Electronic documents service enhancements ▪ Integration to the digital compliance platform from SAP Analytics
▪ EU cargo tracking and tracing ▪ Germany – ELSTER: Adoption of new ERiC versions ▪ Insight to action (data mining)
▪ Japan – Qualified invoice method support ▪ India – A/P down payment request support for TDS deduction ▪ Predictive, pervasive, and scalable
▪ India – E-billing invoice and E-way bill enhancements ▪ Israel – Electronic invoice and digital signature support ▪ Built-in content
▪ Israel – Tax on document rows introduction ▪ Israel – Maarechet 1000 and Mivzak reporting changes Mobile
▪ Japan – Bank Statement Processing enablement ▪ Poland – Electronic invoice 2024 (KSeF) ▪ Continuous innovations based on market feedback
▪ Portugal – Digital series reporting (ATCUD) ▪ France – Electronic invoice support
Analytics ▪ Greece - E-books stamp duty support enhancements Extensibility and platform
▪ Innovations based on SAP HANA ▪ Singapore – Submission of GST return ▪ Enhanced service layer API
▪ Spain – Support for new tax for one-use plastics ▪ Enhanced Web client extensibility
Mobile ▪ Argentina electronic invoice enhancements ▪ Event service support
▪ Service and sales apps update for Microsoft SQL Server, iOS and Android ▪ QR code formula builder
Cloud
Extensibility and platform
Extensibility and platform ▪ Reduction of TCO
▪ Identity and Authentication Management introduction
▪ Enhanced Service Layer API ▪ Enhance service layer API
▪ SAP Crystal Reports API ▪ Web client extensibility
▪ Microsoft 365 integration (Word, Excel, OneDrive) ▪ Windows 11 support
▪ Service layer supports Microsoft SQL Cloud
Cloud ▪ Enhance Identity and Authentication Management introduction
▪ Tenant configuration wizard
▪ Cloud infrastructure optimization
▪ Dockerized version of SAP Business One integration (iPaaS)

1. This is the current state of planning and may be changed by SAP at any time without notice.
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SAP Business One - FP 2208
Key Deliverables

Biz Logic Legal

▪ B1-PFMCOP Integration ▪ Maintain Legal Compliance
▪ Display confirmation time and user details in Sales Order ▪ EDS Enhancements
▪ ​Support tax code determination in procurement process ▪ Cargo Tracking & Tracing enhancements (EU)
▪ Enable moving rows in all documents ▪ Tax Service replacement with Avalara’s Tax Rates by
▪ Existing messages/alerts shall not block alert removal Address API (US)
▪ Messages/alerts cleanup tool ▪ E-Billing enhancements (IN)
▪ Set no. of new messages/alerts to be loaded during login ▪ Electronical Invoice CFDI 4.0 (MX)
Core Solution

▪ Provide parameters for Dunning Letters Crystal Layouts ▪ FR Audit Follow-Up (FR)​
▪ Access Authorizations and License windows from “Users - Setup” ▪ Tax Setup and Tax Code Determination API
▪ Support greater number of characters in B1 user password Enhancements (BR)
▪ Bank Statement Processing enablement (JP)​

Cloud & Infrastructure

▪ Security Compliance Extensibility & LCM
▪ OIDC Introduction ▪ UDF as a Checkbox type
▪ B1 Cloud Enhancements ▪ Extend Service Layer Coverage
▪ B1i Enhancements ▪ LCM Enhancements

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Administration Enhancements

▪ “Messages/Alerts Cleanup” and “My

Messages/Alerts Cleanup” tools enable
authorized users to clear messages and alerts
within a defined date range
▪ New settings in company level and user level
enable you to define the number of latest records
to be displayed in the “Messages/Alerts
Overview” window
▪ “Authorization” and “License” buttons enable
super users a direct access to the respective
windows
▪ Password options and security are enhanced by
supporting passwords with up to 128 characters

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Business Process Enhancements

▪ Sales and purchase quotations, are enhanced

with the checkbox “Confirmed” to the “Logistics”
tab, and in “Document Settings” > “Per
Document” tab accordingly. When selected, a
tooltip shows the user and time of confirmation
▪ The “Open Items List” report for sales and
purchase orders, return and goods return
requests is enhanced with dedicated columns
presenting confirmation date and user details
▪ The “Move Up” and “Move Down” buttons are
available in sales and purchasing documents,
enabling you to change the sequence of lines
▪ ​The procurement process is enhanced to apply
tax code determination rules to purchase
requests created manually or via “Procurement
Confirmation Wizard”, and purchase quotations
and orders created directly or through purchase
request reports

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New Tax Service with Avalara’s Tax Rates by Address (US)

Requirement
▪ SAP sunset SAP Localization Hub Tax Service
for SAP Business One product on December
30th, 2022.
▪ Replacement of the sunset online tax service
needs to be introduced to provide similar
experience and functionality.

Solution
▪ Released with FP 2202 HF1 and FP 2208.
▪ New Tax Service provider – Avalara supported
with API service “Rates by Address” which
provides valuable and free-or-charge service
▪ Out-of-box integration to Avalara API service
through EDS
▪ New Electronic Documents Service connector
added for Avalara integration
▪ Usage of Avalara tax service on marketing
documents identical to usage of previous SAP’s
tax service
▪ SAP Note 3194512
▪ Webinar held on Sept 8, 2022
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API Tax Enhancements - Service Layer & DI API (BR)

Requirement / Solution
▪ External calculation of taxes via DI API to be
allowed on A/P side similarly as on A/R side
▪ Tax Code Determination in Brazil localization
exposed via Service Layer / DI API
▪ Tax fields from INV4 table exposed via SL / DI
API (Base Tributada, Alíquota, Valor Tributável,
Valor Insentas, etc.)

Benefits
▪ Support SSPs with enhanced extensions on
advanced Brazil tax functionality and foster
strategic deals
▪ Support customers with additional scenarios
through partner extensions
▪ SAP Notes 3227386, 3227700 and 3224708

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CFDI 4.0 Enhancements (MX)

Requirement
▪ When using "Request Cancel" functionality, it
is not possible to specify "Cancellation
Reason" field
▪ Additional changes to Electronic File Manager
mapping files for Documents, Payments and
Reconciliations
▪ Non-tax attribute to be considered for the
exported documents
▪ Legal change due date was delayed to Jan 6,
2023.

Solution
▪ Solution for the reported feedback and
updated mapping file
▪ SAP Note 3237267
▪ SAP Note 3207993

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Items Country of Origin Tracing (EU)

Requirement
▪ Manage Items Country of Origin for proper
reporting in the Intrastat

Solution
▪ Enable assigning Country of Origins to Intrastat
relevant items in the Marketing Documents lines
▪ Track Items Country of Origin by quantity in all
documents
▪ Enhance Intrastat report with information from
Country of Origin Assignment
▪ Enabled to all EU localizations
▪ SAP Note: 3223246

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Legal Compliance Enhancements (FR)
Requirement
▪ Track Items/Service description in Marketing
Document Chain
▪ Control Tax codes for Line Freights
▪ Post tax in the payment of Down Payment Invoice
▪ Legal reports enhancement.

Solution
▪ New check box in Document Settings for blocking
Item/Service description in the document chain, all
loc
▪ System message with autosave option checking tax
codes introduced, all loc
▪ New check box in Document Settings for deferred
tax to be used in Down Payment Invoice as a default
value for this document, FR loc
▪ Period status information is added to the Financials
report layouts, FR loc.
▪ SAP Notes: 3234669, 3235565 , 3237837, 3237883

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SAP® Product Footprint Management for Clean Operations
Determine, assess, and optimize the carbon footprint of individual products to advance your wider sustainability goals

Objective Benefits
SAP Product Footprint Management for Clean
Operations is a standalone, yet easily Quick to implement and easy
integrated, cloud-native sustainably solution to use with low recurring effort
for small and midsize businesses to quickly, for periodic data entry
easily, and traceably estimate bottom-up
carbon footprint at individual product level.

Capabilities Especially valuable for

manufacturing and product-
The solution streamlines and simplifies carbon centric businesses from regions
management, from raw materials and
production to consumption, waste prevention
with high carbon pricing
and recycling, so you can:
▪ Achieve truly sustainable profitability by
balancing the economic and ecological Seamless integration with
efficiency of products SAP Business One®
▪ Easily produce auditable carbon figures for
tenders, framework agreements, and
contracting, as well as customer, employee,
In a Nutshell and investor relations
SAP Product Footprint Management for Clean Operations gives ▪ Gain actionable insights and decision-
manufacturing and product-centric companies quick, actionable making support to help reduce your
insights into the carbon footprint of individual products so you can: company’s carbon footprint over time
• make informed product portfolio, investment, procurement and other
business decisions Technology
• improve the eco-efficiency of your operations with fewer resources ▪ SAP Business Technology Platform
• easily and transparently communicate your environmental impact to ▪ SAP Business One integration framework
investors, customers, consumers, and employees used for integration between SAP Business
One database and Product Footprint
Management instance
https://partneredge.sap.com/en/solutions/sustainability/about/zero_em.html
▪ Requires FP 2208 installed
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SAP Business One Enhancements
User Interface

Administration > Integration Service > SAP Product Footprint Management for clean operations

▪ Master Data Replication

exports the Company and creates
Master Data records
▪ Replicate Scopes
imports the Footprint Inventory Scopes
▪ Status Message
displays the last message from
the Integration Package
▪ Replication Scopes
manages the replication of Transactional Data

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SAP Business One Enhancements
Data/objects covered

Master Data Transactional Data

▪ Company ▪ Inventory Opening Balances
▪ Business Partner Master Data ▪ Goods Issues
▪ Item Master Data ▪ Goods Receipts
▪ Item Groups ▪ Inventory Transfers
▪ Projects
▪ Resources ▪ A/P Deliveries and Invoices
▪ Warehouses ▪ A/P Goods Returns and Credit Memos
▪ Production Orders ▪ A/R Deliveries and Invoices
▪ Cost Centers ▪ A/R Returns and Credit Memos

▪ Issues for Production

▪ Receipts from Production
▪ Issues for Production of Resource

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 DEMO

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Enhanced session behavior for Support user

Requirement
▪ Change existing Log in restrictions for Support
user to allow further flexibility required during
implementation and maintenance tasks.
▪ Enhance Support user session Lifecycle
management.

Solution
▪ After logging into a company as a support user,
you may find the following session behaviors:

▪ System messages pop up to notify about

expired sessions, remaining session time
or usage records.
▪ The screen displays the username
(Support User) and the remaining
session time in the top right-hand corner.
▪ A support user is allowed to log into a
SAP Business One client through two
sessions at the same time. You can use
the support user to open another session
without locking the first one.
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Identity and Authentication Management (IAM)
Sign in to SAP Business One and supported components with your Identity Provider* user

▪ Single sign-on (SSO) experience

▪ Enhanced security and reducing potential attack surface
▪ One stop shop for user management actions across B1 company databases
▪ No need to remember multiple passwords

FP 2208 Enables You to Sign in Using IAM to the Following Components:

▪ SAP Business One Desktop Client ▪ DI API ▪ API Gateway Service
▪ SAP Business One Web Client ▪ Extension Manager ▪ Outlook Integration Server
▪ System Landscape Directory ▪ Job Service ▪ Excel Report and Interactive Analysis
▪ License Service ▪ Mobile Service (except for touch ID for Android) ▪ Data Transfer Workbench (DTW)
▪ Service Layer ▪ Analytics Platform ▪ Microsoft 365 Integration

In FP 2208, the IAM service is not supported by the corresponding SAP Business One Cloud version; This is planned for future SAP Business One Cloud versions

*With FP 2208, it is possible to register only AD FS or Azure Active Directory as external identity providers in OIDC

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 DEMO

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SAP Business One - FP 2208
Key Deliverables

Biz Logic Infrastructure

▪ Extend Sales and Purchasing to support ▪ Support new “Horizon” theme
▪ Distribution Rules ▪ High Availability (HA) Support
▪ Packing Slip ▪ Enhance Infrastructure
▪ Purchase Request ▪ Optimize Performance
▪ Sales & Purchase Return Request ▪ Microsoft and Outlook 365 Integration Enhancements
▪ A/P Reserve Invoice
▪ Extend Inventory to support
▪ Goods Receipt
Web Client

▪ Inventory Counting Extensibility & LCM

▪ Support Bill of Material ▪ API for Analytics Views
▪ Support Issue and Receipt from Production ▪ UDF as a Checkbox type
▪ Support Service Contract ▪ Web Client UIAPI support prep
▪ Extend Localization Support ▪ LCM Enhancements
▪ Enhance Analytic Capabilities

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Web Client - New “Horizon” Skin

▪ New “Horizon” skin is available in the “Settings”

dialog, under “Appearance”, on the “Theme”
tab. The new skin in the Web Client adopts the
color scheme and tile style of the Horizon visual
theme for SAP Fiori

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Web Client - Enhance Delivered Objects

▪ You can add, update, view, and preview

packing slips in deliveries and A/R invoices
▪ You can assign and view distribution rules for
cost centers in sales and purchasing document
lines
▪ The relationship map is enhanced to display
payments and documents created via the
Procurement Confirmation Wizard
▪ Attachments tab in Business Partner Master
Data supports display, remove and adding
attachments, also by Drag & Drop
▪ Purchase Requests, Goods Return Requests,
Goods Receipts, and Outgoing Payments are
supported by the “Approval Decisions” apps in
the respective groups
▪ A new Email option enables you to send by
mail up to 20 selected records

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Web Client - Support Return Request

▪ “Return Requests” app and “Create Return

Request” app are available in the “Sales” group,
supporting the creation, processing, review and
analysis of return request documents, as well as
viewing the respective relationship map

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Web Client - Support Purchase Request

▪ “Purchase Requests” app and “Create Purchase

Request” app are available in the “Purchasing”
group, supporting the creation, processing, review
and analysis of purchase requests, as well as
viewing the respective relationship map

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Web Client - Support Goods Return Request

▪ “Goods Return Requests” app and “Create Goods

Return Request” app are available in the
“Purchasing” group, supporting the creation,
processing, review and analysis of goods return
requests, as well as viewing the respective
relationship map

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Web Client - Support A/P Reserve Invoice

▪ “A/P Reserve Invoices” app and “Create A/P

Reserve Invoice” app are available in the
“Purchasing” group, supporting the creation,
processing, review and analysis of A/P reserve
invoices, as well as viewing the respective
relationship map

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Web Client - Support Goods Receipt

▪ “Goods Receipts” app and “Create Goods Receipt”

app are available in the “Inventory Transactions”
group, supporting the creation, processing, review
and analysis of goods receipts, as well as viewing
the respective relationship map

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Web Client - Support Inventory Counting

▪ “Inventory Counting Transactions” app and “Create

Inventory Counting” app are available under
“Inventory Transactions” group, enabling you to
review and close single or multiple inventory
counting transactions as well as create and perform
new inventory counting transactions by a single or
multiple counters

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Web Client - Support Bill of Material

▪ “Bills of Materials” and “Create Bill of Materials”

apps are available under the “Production”
group, supporting the creation, processing,
review and analysis of bills of materials, as well
as viewing bill of materials relationship map in
various visualizations

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Web Client - Support Issue for & Receipt from Production

▪ “Receipts from Production” and “Create Receipt

from Production” apps, and “Issues for Production”
and “Create Issue for Production” apps are
available under the “Production” group, supporting
the creation, processing, review and analysis of
receipts from production and issues for production
▪ The app “Production Orders” is available under the
“Production” group allowing you to view, filter and
analyze existing production orders

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Web Client - Support Service Contract

▪ The apps “Service Contracts” and “Create Service

Contract” are available under the “Service” group,
enabling you to review, create and approve single
or multiple service contracts
▪ You can create new service contract manually or
based on predefined template

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Web Client - Analytics Enhancements

▪ When creating or editing active user-defined

queries, new setting enables you to display a
tile that launches the query in the Analytics
group on the Home page
▪ “Views” menu is now available in Edit and
Create modes, enabling you to launch lined
views, manage existing views and define new
ones

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Web Client - Extensibility Enhancements

▪ Support API Views for all analytics views -

possible to have a link from Tile Extension
to any Analytics view
▪ Support User-Defined Field as a Check
Box type for both desktop client & Web
client

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Web Client - Upcoming* UI API Extensibility Support

▪ Ability to customize List View and

Detailed View
▪ Support UI Controls, such as Grid,
New Tab Buttons, Input Field, etc.
▪ Support Events - Capture events such
as “Load Form”
JS Code ▪ Samples & Online Help

*This is the current state of planning and may be changed by SAP at any time.

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 DEMO

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 DEMO

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Return Request Process Automation – Useful Links

▪ SAP Help Portal

– SAP Business One 10.0 OLH - Business Process Automations

▪ Training
– Learn SAP Business One Web Client - Return Request Process Automation
– Open SAP Microlearning - Return Request Process Automation

* You can find the Return Request process automation project template in the SAP Build Process Automation store on
your SAP Build Process Automation tenant

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SAP Business One - Cloud PL19 & FP 2305
Partner Preview Programs*

▪ Partner Preview Program - Cloud Control Center PL19

– Preview timeline: March 2023
– RTC: March 2023

▪ Partner Preview Program - FP 2305

– Preview timeline: May 2023
– RTC: May 2023

*This is the current state of planning and may be changed by SAP at any time.

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SAP Continuous Influence for SAP Business One
influence.sap.com/go/SAPBusinessOne

Review Cycle - One per year

Moderates improvement requests Reviews qualified Makes decisions and Suitable IRs are accepted
(IRs) submitted IRs in announces results and built into product

IR IR

View Vote Submit IRs

Customers
& Partners

Participate Receive review results Benefit from enhancement

25+ Votes qualify IRs for Review

Desirability (votes) & Viability,

Feasibility as selection criteria

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Improvement Requests for SAP Business One - 2022 Annual Review Cycle*

Total Open IRs at the beginning of Annual 2022 Review 2,155 Review cycle Overview
IRs above voting threshold in Annual 2022 Review 180
IRs that have been also processed 21
144 47
(even though below voting threshold in some cases) 38

# IRs at review cycle 324 45

42
# IRs already offered 21

# IRs delivered 42 43
88

# IRs accepted (planned for development) 38

# IRs not planned (will not be developed in the foreseeable future) 43

# IRs for long-term consideration 88

Already Offered Accepted
# IRs planned long-term 45 Delivered Not Planned
For long-term consideration Planned (long-term)
# IRs that could not be planned during this cycle, but will be
reviewed in next cycle (back to acknowledged status)
47 Back to acknowledged

* Includes IRs reviewed between November 30th, 2021 to November 25th, 2022.
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Customer 360 Survey for SAP Business One

SAP Business One.

Link to Survey

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Adopt SAP Business One Version 10.0, Explore Web Client and start with BTP !

Version 10.0

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Thank you.
Contact information:
Peter Dominik and Ari Schapira

[email protected]
[email protected]
Follow us

www.sap.com/contactsap

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