SAP Business One Basics

Contents:
 What is SAP Business One?
 Integrated Processes in SAP Business One
 Getting Started with SAP Business One
Business Example

 You are the managing director of a small company and want to implement a new
software solution to make your business processes more efficient. You would
like to learn more about SAP Business One and how you can use it to effectively
run your business processes.
Basics: Purpose

In this unit, you will:

 Define what is SAP Business One
 Learn the advantages of integration in SAP Business One
 Understand the document structure in SAP Business One
 Create and change a document
What is SAP Business One: Unit Overview
Diagram

SAP Business One Basics

Topic 1: What is SAP Business One?
Topic 2: Process Integration
Topic 3: Getting Started
What is SAP Business One?

System Configuration

Master data

Warehouse management
Marketing
Inbound Outbound
Purchasing & Service
logistics logistics
Sales
Production

Financial controlling
SAP Business One: A True ERP System

Sales ! Services

SAP Business One is an ERP

system.
? Integrates business functions
Finance Operations seamlessly
Uses master data to avoid
duplication of data
Executive Sales
Real time operation
2380989

Operations Services Customizable to fit customer’s

business processes
Finance Analytics

One Business. One System

SAP Business One: Technology

 End-to-end solution
 Simple navigation
Easy  Fully integrated with Crystal Reports
to Use  Drill-down reporting
 Drag&Relate
Client
 Integrated with Microsoft Office
SDK

 2-tier client/server architecture

("fat client")
Architecture  Win 32/64 based, C++
 Microsoft SQL Server
Server
 Version check
B1 Integration
Platform
 Easy to configure
SDK  Forms
Flexible  Queries
Services  User-defined fields
Data Mail  User-defined values for searches
base Backup
RSP  SDK (programming interface for VB, C/C++,
Interfaces Java)
 B1 Integration Platform (B1iSN)
Where do I Find Additional Information?

Education Partnering with SAP

 Download of Training Material  Partnerships
 Online Training  Certification Process
 ...  ...

Service & Support Marketing & Sales

 Upgrades & Patches
SAP  Marketing Resources
 Support Center Channel Partner  Sales Tools
 License Key Request Portal  Competitive Information
 ...  ...

Solution Development
Solutions
 Software Development Kit
 Release Planning
 Features and Functions
 ...
What is Business One: Topic Summary

Key points from the topic:

 SAP Business One is an enterprise resource planning application (ERP)
specifically designed for small business
 It uses a two tier client/server architecture
 Integration processes can be implemented between companies and
systems as well.
 The Channel Partner Portal provides the best source for up-to-date
information on SAP Business One and support available from SAP.
Process Integration: Unit Overview Diagram

SAP Business One Basics

Topic 1: What is SAP Business One?
Topic 2: Process Integration
Topic 3: Getting Started
SAP Business One - Integration

System Configuration

Master data

Warehouse management
Marketing
Inbound Outbound
Purchasing & Service
logistics logistics
Sales
Production

Financial controlling
SAP Business One: Process Integration

Sales Process

MRP Process

Purchasing
process

Production
Process

Service process
Demo and Discussion of Process Integration
Process Integration: Topic Summary

Key points from the Process Integration topic:

 Basic processes in SAP Business One include:
 Purchasing
 Sales
 Inventory
 Production
 Service
Getting Started:
Unit Overview Diagram

SAP Business One Basics

Topic 1: What is SAP Business One?
Topic 2: Process Integration
Topic 3: Getting Started
Choose Company

Main Menu
Company OEC Computers
Sales manager
Modules Drag & Relate My Menu
Administration
User
Financials
Sales Opportunities
Sales – A/R
Purchasing – A/P
Administration  Choose Company Business Partners
Banking
Inventory
Production
MRP
Server Service
Human Resources
Reports

Company Databases
Menu Bar and Toolbar

File Edit View Data Goto Modules Tools Window Help Menu Bar
Toolbar

For navigating between

General
data records

Print Preview Export to MS-EXCEL Find

Print Export to MS-WORD Add

Send E-mail Export to PDF First Data Record

Send SMS Launch Application Previous Record
Send Fax Lock Screen Next Record

Last Data Record

Functions in a Form

Selection List
Business Partner Master Data
Dropdown List
Link Arrow Code Customer
Name
Currencies

Ctrl+Double-Click

Original Description: Tel 1

Tel 2
Mobile Phone
Mobile Phone
New Description: Fax
Email
?

Bold Italics
Personalize windows and settings

Main Menu
OEC Computers
Sales Manager
Modules Drag & Relate My Menu
User-defined Shortcuts
Forms
Reports Customize
Queries
Links Allocation List

Shortcut Current Window

F2
User-defined
Module Window
Menu Purchase Order
Administration
Financials Goods Receipt PO
Sales Opportunities Goods Return
Sales – A/R A/P Down Payment Request
Purchasing – A/P A/P Down Payment Invoice
Business Partners A/P Invoice
Banking A/P Credit Memo
Inventory A/P Reserve Invoice
Production Landed Costs
MRP Document Printing
Service Purchasing Reports

OK Cancel Allocate Remove

Customize Main Menu

Main Menu
OEC Computers
Sales manager
Modules Drag & Relate My Menu
Administration
Form Settings – Main Menu
Financials Menu Item Visible
Sales Opportunities
Sales – A/R Administration
Purchasing – A/P
Financials
Business Partners
Banking Sales /AR
Inventory ...
Production
MRP
Service
Manually choose
Human Resources
the menu items you Apply Authorizations
Reports
want to display.

Display only modules and menu

items the user is authorized for.
Master Data Concept

Business Partners

 Addresses
 Payment Terms
 Price lists
 Control Account

Items

 Inventory Accounts
 Warehouses
 Item Groups
 Item Properties
 Price lists
Common Data Structure for Marketing Documents

General Business Partner No.

Document
Name Status
Data
Contact Person Posting Date

Contents Logistics Accounting

Document Item/Service
Content
1 Item/Cat. No. Quantity Ship to
2 Pay to
Journal Remark
Shipping Type
Payment Terms
…
Tax Information

General Buyer/Sales Person Total Before Disc.

Information % Discount
(Footer) Remarks …
Total Payment Due
 Row Type in Sales and Purchasing Documents

Contents

Select
Type Item No. Item Description Quantity Price Total (LC)
A1005 Color Printer 1 14,76 214,76
A1006 Ink Jet Printer 1 19,99 99,95
T The item A1006 will be sold out soon!
S Subtotal Printers 314,71
A1001 Black Cartridge 10 7,50 75,00
Form Settings-
Table Format A1006 Color Cartridge 10 9,10 91,00
S Subtotal Cartridges 166,00

In the documents of Sales and Total before Discount 480,71

Purchasing, you can choose the row’s
type.
Online Help and System Messages

Online Help
 Context-sensitive help
 Field Level Help
 Description of symptoms and solutions
 Task-oriented resolution descriptions

System Message Log

 Errors, warnings and information
 Message history
 Direct links to relevant help sections
Drag&Relate

SAP Business One

OEC Computers
manager
Item Master Data
Drag and Relate
Sales / AR Item Number M00001
Description Mouse Pad
Sales Quotation
Foreign Descrip.
Sales Quotation Details Item Type Items
Sales Order Item Group Accessories
Sales Order Details Price List 01 Purchase Price List
Delivery

Delivery Details

Returns

Return Details

A/R Invoice

A/R Invoices Details

A/R Credit Memo

A/R Credit Memo Details

List of all quotations for item M00001
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
Getting Started: Topic Summary

Key points from this topic:

 Users can navigate using standard or personalized menus.
 You can assign function keys to commonly-used transactions
 System information and help files are available on every screen
 Marketing documents share a similar structure in sales and purchasing
 Drag&Relate gives users an ability to execute dynamic queries by
linking two business objects
Exercises for Getting Started
Basics: Unit Summary

You should now be able to:

 Define SAP Business One
 Explain the advantages of integration in SAP Business One
 Understand document structure in SAP Business One
 Create and change a document