Professional Documents
Culture Documents
CONTENTS
Executive Summary - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -3
About SAP - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -3
Key Differentiators - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -4
Business Benefits - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -5
Support for Business Processes - - - - - - - - - - - - - - - - - - - - - - - - -6
Overview of Functional Areas - - - - - - - - - - - - - - - - - - - - - - - - - - -7
Financial Management - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -8
Customer Relationship Management - - - - - - - - - - - - - - - - - - - - -10
Sales - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -11
Purchasing - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -12
Material Requirements Planning - - - - - - - - - - - - - - - - - - - - - - - - -13
Inventory Control - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -14
Service Call Management - - - - - - - - - - - - - - - - - - - - - - - - - - - - -16
Microsoft Office Integration - - - - - - - - - - - - - - - - - - - - - - - - - - - -17
Alerts and Approvals - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -18
User-Defined Personalization and Configuration - - - - - - - - - - - - -19
Reporting - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -20
Excel-Based Reporting (XL Reporter) - - - - - - - - - - - - - - - - - - - - -21
The SAP Business One Architecture - - - - - - - - - - - - - - - - - - - - - -22
Software Development Kit - - - - - - - - - - - - - - - - - - - - - - - - - - - -23
Learn More - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -24
“SAP Business One supports our mission to be a dynamic and competitive
multinational force within the golf industry.”
Marc Player, CEO, Gary Player Group
KEY DIFFERENTIATORS
The SAP Business One application is a breakthrough Flexible and Adaptable Integrated and Certified Vertical Solutions
in business management software for small and SAP Business One gives everyone in your SAP partners provide rich, integrated vertical
midsize enterprises and offers the following key organization the freedom to easily add fields, change functionality for SAP Business One. Over 300
differentiators. forms, and personalize queries and reports. You can independent software vendor solutions are currently
add new functionality quickly as the needs of the available. Their quality is closely monitored by SAP to
Comprehensive Functionality business change over time. ensure the best customer experience possible. Many
SAP Business One automates all core business of the solutions have been reviewed by SAP to gain
functions including customer relationship Drag&Relate™ certification for the product to be integrated into SAP
management (CRM), Web-based access, campaign SAP Business One gives people at all levels end-to- Business One.
management and prospecting, manufacturing, and end visibility of operations. The Drag&Relate™ feature
financial management. Embedded CRM functionality instantly places information and transactions in an
seamlessly integrates sales, support, e-commerce, understandable format and lets you drill down into the
and other customer-facing processes across the information to research and answer questions.
organization.
Backed by SAP
Powerful Reporting Tools and Analyses SAP Business One is from the world’s leading
Unique query and reporting tools allow you to select provider of business software solutions, with more
virtually any item in a report to see all the relevant than 30 years of experience and over 12 million users
details. The software’s reporting functionality uses a worldwide.
standard Microsoft Excel interface to simplify report
creation. Figure 1: The Integrated Office with SAP® Business One
Workflow-Based Alerts
SAP Business One provides workflow-based alerts
that monitor, notify, and take action based on specific EXECUTIVE
events. Any breach of predefined business policies
triggers an immediate notification of the event. SAP
SERVICES
Business One goes an extra step and automatically OPERATIONS
BUSINESS BENEFITS
There has never been a better time to realize the Future-Proof Your IT Investment Integrate SAP Business One with Microsoft
benefits of SAP Business One. With a best-in-class Why put up with solutions you’ll outgrow? Eradicate Office
solution at the right price for your growing business, slow software performance, outdated information, SAP Business One is fully integrated with the
it has the power to help you boost productivity, cut limits on data storage, and restrictions on the number Microsoft Office suite of products. This enables
costs, seize opportunities, and anticipate challenges of simultaneous users and locations. seamless communication within your organization and
as never before. includes functionality such as sharing contacts,
Gain Clearer Insight Instantly appointments, and tasks.
Increase Revenue For unprecedented day-to-day control, use
Fast and easy access to real-time information from dashboards to deliver up-to-the-minute snapshots of Integrate SAP Business One with mySAP™
anywhere in the application helps you identify new key performance indicators. Business Suite
sales opportunities, bring new products to market SAP Business One features an open architecture that
quickly, and provide business-building levels of Be Alert to Critical Information seamlessly integrates with the mySAP™ Business
customer support and service. SAP Business One features powerful alert Suite family of business applications and with more
functionality that is easy to establish. than 300 applications from independent software
Reduce Costs vendors.
Say goodbye to costly upgrades and repetitive Improve Efficiency
customizations associated with efforts to maintain One centralized data repository dramatically boosts
software compatibility. efficiency and provides the right information to the
right people to eliminate redundant data entry.
Run on One Solution
SAP Business One includes the following integral Access Local Support
components: accounting, customer relationship A worldwide network of qualified business partners
management, sales, manufacturing, purchasing, provides unsurpassed local support.
banking, and inventory. Fully integrated solutions from
SAP’s independent software vendor partners Get Up and Running Quickly
complement existing SAP Business One functionality Take advantage of preconfigured settings that
and further address your specific business needs. support best business practices and enable easy
implementation so you can get up and running
Improve Customer Relationships quickly.
Customer relationship management arms your team
with relevant company-wide data for stronger sales Support Multicurrency Transactions
and support. Conduct business transactions and report in multiple
currencies.
Manage and maintain supplier-related activities such Reporting and Data Navigation Functions
as issuing purchase orders, updating inventory
numbers, calculating the value of imported items, and Underlying SAP Technologies (Drag&Relate™, Alerts, and User Interface Customization)
handling returns and credits. Financials Sales Service Purchasing Stock Manufacturing
• Chart of accounts • Opportunities and • Service contract • Purchase orders • Items management • Bill of materials
CRM • Account segments pipeline management management • Purchase deliveries • Item queries • Production orders
• Contact management • Service planning
Manage and maintain all customer and reseller data • Journal entries
• Quotations ing • Tracking across
• Purchase returns • Price lists • Forecasting
• Journal vouchers • Purchase credit • Receipt to stock • Materials resource
including profiles, contact summaries, account • Recurrent transactions • Orders multiple customer
interactions
notes • Release from stock planning wizard
• Exchange rates in • Invoices • Landed costs • Stock transactions • Recommendation
balances, and sales pipeline analyses. multiple currencies • Deliveries
• Knowledge database reports
• Service call • Warehouse
• Financial reports • Returns management transfers
• Budget cost centers • Price lists in multiple • Serial numbers
Inventory Control • Checks currencies tracking
• Client management • Batch management
Manage inventory levels, items, price lists, special • Sales tax calculations
• Gross profit • Pick and pack
• Multiple financial
calculation
pricing agreements, transfers between warehouses, periods
• Microsoft Office
• Kitting
• Deposits
and inventory transactions. • Credits
integration
• Web sales
• Receipts
• Deferred payments
FINANCIAL MANAGEMENT
SAP Business One delivers financial management Reversing Journals Financial Report Templates
functionality that enables your enterprise to be more Reverse month-end accruals automatically. By Quickly and easily generate unlimited financial
efficient and productive with support for multiple default, reversal of specified postings occurs on the report templates to suit every business need,
currencies, budgeting, and bank reconciliation. first day of the next month, but SAP Business One such as additional profit-and-loss statements.
allows users to specify a different reversing date for
SAP Business One Financial Management each posting, if desired.
Features
Exchange Rate Differences
Accounting Periodically evaluate your open items in foreign
Create charts for any country using a chart-of- currencies to identify differences and choose the
accounts template, which you can adapt to fit your appropriate correction transaction.
unique business needs; define individual charts of up
to 10 segments, if needed, to support reporting
requirements.
Journal Entries
Benefit from automated functionality that posts
journal entries automatically from the sales,
purchasing, and banking areas or create new journal
entries. You can search for existing entries and
automatically allocate each transaction to a project or
a profit center.
Journal Vouchers
Save multiple manual journal entries to a batch and
process them simultaneously. This allows verification
and collection of postings before they are entered
into the general ledger.
Posting Templates
Define general ledger account templates to save time
and help avoid mistakes during the manual posting of
journal entries.
Recurring Postings
Define your own postings for regular execution in
accounting and specify a frequency for each recurring
posting. With recurring postings, the application
automatically reminds you to post your transactions.
Figure 3: Complete Chart of Accounts
9
Real-Time Accounting
Fully Integrated Financials
Automate key financial and banking management activities with fully integrated functionality. When you
run a transaction, the software automatically posts a journal entry in the general ledger so you don’t
have to perform additional posting or batch processing.
Month-End Closing
Accelerated Closing
Accelerate month-end closings by assigning tasks to individuals or creating reminders to manage
Figure 4: XL Reporter Tool various aspects of the closing via the activity window.
Control Accounts
Budgets Profit Center Report
Define and manage budgets against general ledger Identify accounts as control accounts and assign them as default posting accounts for the increase or
Run a profit-and-loss statement based on revenues decrease to customer or vendor balances. This ensures synchronization between the general ledger
accounts. Configure budget allocation methods, and costs – both direct and indirect – as defined in and the subsidiary ledgers.
define budget figures in any currency (local, foreign, the allocation rules. You can run it for any profit
or both), and display a summarized budget report that center, choose between annual and monthly display Posting Templates
compares actual and planned figures. With SAP formats, and compare the results with figures for the Use posting templates to allocate costs or transactions across several departments based on fixed
Business One, you can define an online alert that previous period. percentages. Recurring postings allow you to create transactions with fixed amounts.
notifies you whenever a transaction exceeds the
monthly or annual budget. Reversing Transactions
Distribution Rules
Use this feature to reverse transactions automatically and post on a user-defined reversal date.
Define different distribution rules to characterize
Profit Center business activities and then allocate revenue or cost
Define different profit centers or departments and Financial Reporting
accounts to the corresponding distribution rule.
allocate corresponding revenue and cost accounts to Multilevel Reports
a predefined profit center in the chart of accounts. Create a general ledger account structure that enhances your reporting. Multilevel reporting is
enhanced by the flexibility provided in the account segmentation feature of SAP Business One.
Integrated Reports
Compile business, accounting, warehouse, and financial reports, as well as account statements, and
export reports to Microsoft Excel and Microsoft Word.
XL Reporter Tool
Access real-time views of critical business data within SAP Business One and make use of all the
functionality of Excel for front-end report formatting.
10
SALES
SAP Business One offers flexible business document A/R Invoice Calendar Management
Manage activities using
development, including quotations. Not only are Automatically create a corresponding journal entry
a calendar that offers a
different line types supported, allowing you to create with each invoice. As a result, you can create an monthly, weekly, or daily
subtotals of previous lines, but you can also insert automatic receipt if the customer chooses to pay only view, and is
free-form text anywhere within the body of the part of the invoice. bidirectionally
synchronized with the
document, as well as display recommended calendar in Microsoft
alternative items. You can store and reuse standard A/R Invoice and Payment Outlook.
comments and define header and footer text for each Create an invoice and receipt in one step by using
document. Additionally, you can calculate gross profit information from the same document.
for each quotation, easily review the sales price
history, and once you create a quotation, you can A/R Credit Memo
quickly and seamlessly export it to Microsoft Word. Easily import data from the original invoice when
creating a credit memo for returned merchandise.
SAP Business One Sales Features
Document Printing Master Data
Management
Order Select period, document number, or document type Drill down to master data
Simplify sales order entry by accessing item to print sales and purchasing records. for customers, leads,
availability information across multiple warehouses. and suppliers for a 360-
degree real-time view
When a shortage arises, choose to order from a list Document Drafts
that includes the
of alternative items or allow the item quantity to be Print, edit, and manage all documents that have been following information:
partially delivered. Orders can support different saved as drafts. ■ Contacts and related
orders from a sales order and drop ship the PO to Group all existing sales documents in a single invoice opportunities
■ Number of service
the customer’s site. for any given customer. You can create a variety of
calls
orders and delivery notes over the course of the Figure 7: Synchronize Your Calendar ■ All related activities
Delivery month and create summarized invoices for each
Generate packaging documentation for all goods customer at the end of the month. E-Commerce
shipped to a customer. The built-in packaging function Sell and market your products and services online
facilitates the “virtual input” of items into different Collection Wizard with seamless integration into SAP Business One.
parcels when a delivery is created. You can store the Manage multiple collection letters per customer and Leverage a highly scalable Web store with
delivery tracking number and access the shipping maintain a collection history for each customer. customizable themes and shopping carts, support for
status within the delivery note with the click of a Execute the wizard at regular intervals, such as multiple stores (business to consumer and business
mouse. The software automatically updates monthly or weekly, to check for all outstanding to business), powerful catalog and integrated
warehouse quantities when you make a delivery. customer invoices, and send a series of collection inventory management, customer acquisition and
letters at different levels at predefined intervals. In customer self-service functionality, strong analytics
addition, you can specify the method of calculating including dashboards and a customizable report
interest and collection fees. builder, and support for business-to-business and
business-to-consumer activities.
12
PURCHASING
You can manage and maintain supplier-related A/P Invoice
activities using the following functions of SAP Process payments to suppliers by acting on journal
Business One. entries the software automatically generates when
you process supplier invoices.
SAP Business One Purchasing Features
A/P Credit Memo
Purchase Order
Issue a credit memo to any supplier for returned
When you order materials or services from
merchandise. You can easily draw the data required
suppliers, you can create purchase orders and
for that credit memo from the original invoice.
print, mail, fax, or e-mail them directly to the
supplier. A purchase order updates the available
Landed Costs
quantity of the ordered items and informs the
Calculate the purchase price of merchandise by
warehouse manager of the expected delivery date.
allocating the various landed cost elements (such as
In addition, you can split a single purchase order
freight, insurance, and customs duties) to the FOB
into multiple parts when, for example, items need
cost of each item. The actual warehouse value of
to be shipped to multiple warehouses.
merchandise is updated automatically.
Goods Receipt Purchase Order
Document Drafts and Printing
Decide whether you would like to receive
Edit and manage of all purchasing documents that
deliveries at one warehouse or multiple
have been saved as drafts and print all such
warehouses. Goods receipts may be linked to a
documents (including drafts) by period, document
purchase order, which means that the purchase
number, or document type.
order quantity can change if the quantity received
does not match the original order amount.
INVENTORY CONTROL
Manage item master information, serial numbers, and Serial Numbers
price lists, as well as define alternative items, perform Automatically or manually generate serial numbers
inventory increase or decrease adjustments, execute using templates.
cycle counts, and generate pick lists for open sales
orders. Lots
Assign lots to products and classify them by shelf life
SAP Business One Inventory Control or any other freely definable attribute. You can then
Features define the lots for these products in sales orders,
Item Master Data delivery notes, and inventory movements.
Define production (make) items, purchase (buy)
items, or noninventory items such as labor or travel. Substitute Items
Maintain default information such as purchasing Create a list of alternative items when a customer’s
supplier, purchasing and selling unit of measure, and selection is not available, ranking substitute items
tax status for an item. You can maintain inventoried based on similarity of item, price, or quantity.
items in multiple warehouses with differing associated
costs depending on location. SAP Business One Business Partner Catalog Number
supports a number of inventory valuation methods. Maintain a cross-referenced table of customer and
The software currently supports standard cost, supplier part numbers to inventory part numbers. You
weighted moving average, and FIFO methods. can use customer part numbers on purchasing
documents in lieu of inventory part numbers.
Maintain planning data within an item’s master data.
You can define a procurement method (such as make
or buy) as well as the order intervals in which to
purchase an item (such as monthly, weekly, or daily).
In addition, you can define the lot sizes in which to
purchase items, the minimum order quantity, and
average lead time. You can then use this information
in conjunction with the MRP functionality.
“Seamless integration of front-office software with our inventory management
software enabled us to increase our inside sales productivity by 15%.”
Maik Rehfeldt, CEO, HANSAmed Limited
15
Quotations
You can import quotations from SAP Business One
into Microsoft Outlook and then display, edit, and
send them as e-mails. You can also create new
quotations in Microsoft Outlook and save them in
SAP Business One.
E-Mail Integration
You can perform the following functions through
Microsoft Outlook integration:
■ Save a Microsoft Outlook e-mail as an activity in
SAP Business One
■ Save the original e-mail text and the original file
attachments as an add-on to an activity in SAP
Business One
■ Make follow-up and reminder settings for an
Figure 13: Snapshot of Trading Activities in Excel Format
activity
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REPORTING
You can create reports and initiate corrective actions
immediately. The reporting function includes
accounting reports, inventory reports, financial
reports, and reports to aid in decision making.
utilities that enhance your control over reporting and Microsoft Excel functions and interfaces that facilitate
budgeting activities. report design. It’s simple to create custom
parameters, formulas, and layouts from scratch.
Compose Standard and Ad Hoc Reports
A definition wizard makes report creation effortless Simplify Report Generation
for virtually anyone. You can create custom queries of You can access company data and generate the
SAP Business One data with just a few mouse clicks. appropriate reports, from ad hoc reports to detailed
Once the report has been generated, you can drill financial statements, whenever needed.
down on any piece of data to see underlying
transactions. In addition, you can view and refresh
data while creating queries.
RDBMS
Data Transfer Workbench Microsoft Outlook Integration Integration with mySAP™ Business Suite Migration to mySAP Business Suite The SAP NetWeaver® Platform
The data transfer workbench tool migrates SAP Business One is fully integrated with SAP Business One is seamlessly integrated with SAP offers a migration path from SAP Business The SAP NetWeaver platform helps you
master and transaction data from legacy Microsoft Outlook, enabling seamless mySAP™ Business Suite applications, and because One to the mySAP Business Suite family of obtain more business value from your existing
systems into SAP Business One. Predefined communication that can span your organization it has an open architecture, it can be easily business applications so small subsidiaries can IT investments and deploy an enterprise
data file templates simplify the preparation of and business functions. Departments can integrated with applications from independent interface with parent companies. It can also service-oriented architecture.
data for import. share contacts, appointments, and tasks. software vendors. This open architecture allows support dramatic growth — up to thousands of
you to realize all the extensive benefits of SAP employees.
software.
The software development kit offers the following The data interface API provides the following:
■ Objects and methods to read, write, and update business objects directly
The API does the following:
■ Allows you to create custom functionality within a single, integrated user interface
■ Full object orientation, providing a powerful interface that requires minimal training
features: ■ Full access to master records, transactional data, system configuration, and user-defined data
■ Enables changes to business logic, as well as simple cosmetic modifications
■ Enables developers to add new windows, menus, buttons, fields, and so on
■ Backward compatibility for a smooth upgrade process ■ Provides programmatic notification of application events
■ Provides programmatic access to SAP Business
One business logic through an object-oriented layer Workstation Workstation Web server Server
User
■ Enables SAP partners and customers to extend (Experiences a unified look and feel)
Third-party Data
and enhance the functionality of SAP Business application transfer
workbench
SAP SAP
One to fit their unique needs Business
One
Business
One
Web store Corporate
POS
portal
■ Supports a wide range of programming languages system
User interface behavior/
Microsoft Third-party SAP Business One Client
functionality
and tools, enabling developers to use familiar Office application
• Set or retrieve values from the
3 4
Platforms and System Requirements The Java Connector
SAP Business One runs on Microsoft Windows The Java connector (Java wrapper)
2000. SAP strongly recommends that you install DB provides developers with all the
the latest support packages for the operating power and flexibility of the data
system. interface API for use in a Java
development environment.
Server
(API and user interface)
www.sap.com/contactsap
LEARN MORE
SAP Business One is an affordable, integrated
business management application designed
specifically for small and midsize businesses.
Available today in more than 20 languages and more
than 40 countries, it is delivered by a worldwide
network of qualified business partners that leverage
SAP’s global knowledge to provide local service and
support. For information on how the power and
simplicity of SAP Business One can help your
business, visit www.sap.com/smb/businessone.
These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies
(“SAP Group”) for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable
for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set
forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as
constituting an additional warranty.