SAP Business One 9.0 Overview
May 10, 2015
SAP Business One 9.0
Overview
© 2012 SAP AG. All rights reserved. 2
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© 2011 SAP AG. All rights reserved. 3
SAP Business One 9.0 Making Business One Easier to Use, Implement, Integrate & Customize
Easier to
Customize & Extend
Extended Core
Functions
Easier to
Implement
Greater
Industry Focus
Improved Integration
9.0
© 2012 SAP AG. All rights reserved. 4
Agenda (1)
Business Logic
Bin Locations
Inventory Counting
Multiple Units of Measure
Purchase Requests
Price Lists & Discounts
Payment & Deposit Cancellation
Marketing Document Cancellation
GL Account Determination
Fixed Assets Integration
Drop Ship
Landed Costs
Item Cost on A/R Returns & Credit
Memos
System Currency Reconciliations
© 2012 SAP AG. All rights reserved. 5
Agenda (2)
Technical Infrastructure System Landscape Directory (SLD)
Single Sign On (SSO)
64-bit OS Support
Security Enhancements
Database User Credentials per
Company
Accessibility Standards
Data-Structure Lengths for Monetary
Reporting
Extensibility & Supportability
SAP Business One Studio Suite
SAP Business One Studio
SAP Business One Studio for MS Visual Studio
SDK Enhancements
Life Cycle Management
Remote Support Platform 3.0
Reporting & Analytics
SAP Crystal Reports 2011
SAP Crystal Reports Server 2011
Electronic File Manager (EFM)
Multi-Language Support
Business Logic
© 2012 SAP AG. All rights reserved. 7
Bin Locations (1/4)
Enhancement:
Bin Location Setup & Management:
Bin location functionality is activated per
warehouse
Warehouses can be spilt into multiple sub-levels
Supports 4 sublevel dimensions ie: a.Zone,
b.Area, c.Shelf & d.Row.
Bin location codes can support hierarchal or
non-hierarchal scenarios
Bin location codes can be setup with up to 10
user-defined attributes ie: size, weight,
hazardous, frozen etc.
Manage sublevel & bin location codes manually
or automatically with a batch generation /
update / delete function
Default bin locations available ‘per Item, ‘per
Item Group’ & ‘per Warehouse’
Warehouses
01 02
Sublevels
Zone 1 Zone 2 Zone 3
Area 1 Area 2 Area 3 Area 4
Row 1 Row 2 Row 3
01
02
03
04 Bin 1
Bin 2
02-Z2-A3-R1-1
02-Z2-A3-R1-2
Bin 3
02-Z2-A3-R1-3
Bin 4
02-Z2-A3-R1-4
Bin 5
Bin 6
02-Z2-A3-R2-5
02-Z2-A3-R2-6
Bin 7
02-Z2-A3-R2-7
Bin 8
Bin 9
02-Z2-A3-R3-8
02-Z2-A3-R3-9
Bin 10
02-Z2-A3-R3-10
Bin 11
02-Z2-A3-R3-11
Bin 12
02-Z2-A3-R3-12
(Bin location codes)
Example of hierarchical scenario
© 2012 SAP AG. All rights reserved. 8
Bin Locations (2/4)
Enhancement Cont:
Allocations:
All inventory processing supports bin locations
Setup automatic allocations for receiving and issuing
goods
Bin location receipt & issue allocation screens for
manually receiving and issuing transactions
Ability to replenish bin locations
Pick & Pack Manager supports bin locations
Picking methods supports simple bin numbers and
sequences
Bin location allocation rules apply when handling
batch & serial managed items
Inventory transfers support bin location transfers
Item Availability supports bin location visibility
Productions Order bin locations are specified on both
issue for and receipt from production documents
Inventory counting supports bins locations
Barcode fields support ‘per bin’ and ‘per item’
Issue allocation
per WH
Document allocation for all Sales A/R and Purchasing A/P documents
© 2012 SAP AG. All rights reserved. 9
Bin Locations (3/4)
Enhancement Cont:
Reporting:
Report on bin location movements
Existing reports have been extended with
bin location information
New reports include:
Bin Location List
Bin Location Contents List
View bin location transaction history
linking to item ledger transactions and
documents.
All functions exposed to the DI API
Implementation tools support bin location
functions
Displays
breakdown of
items per bin
location
© 2012 SAP AG. All rights reserved. 10
Bin Locations (4/4)
Benefit:
Optimize stock movement
Faster order processing
Auto-allocation facilitates & supports different
picking requirements and processes
Increased efficiency with accelerated cycle
counting
Significantly reduce picking time
Better manage replenishment of items
Easier to manage reserved products
Enhanced visibility of inventory levels
Minimise potential risk to the inventory
Real-time inventory positions allows enterprises
to make better decisions
Warehouse efficiency reporting provides
benchmark information for KPI setting
© 2012 SAP AG. All rights reserved. 11
Inventory Counting (1/2)
Enhancement:
New end to end Inventory Counting process
Cycle Counting Enhancements:
Cycle Count Recommendations are linked to
stock taking process
Define more flexible count frequencies and set
reoccurrences for these frequencies
Define inventory cycles per warehouse , bin
location or item level
Receive alerts for items due for inventory taking
Inventory Counting:
New Inventory Counting document to record and
manage inventory taking process
New Inventory Postings document to record and
manage postings from Inventory Counting results
Two inventory takers can stock take in the same
area
Ability to freeze items while counting
Directly post stock take records without the
counting process.
New End to End Process for Stock Counting:
A items 6 times / year
B items 6 times / year
C items 1 time / year
Cycle Count Alert
for A items
Cycle Count Determination
Print count
sheet
Count
Enter results
Compare results
for 2 takers
Post quantity
differences
Cycle Count
Recommendation
Select items
Freeze items
© 2012 SAP AG. All rights reserved. 12
Inventory Counting (2/2)
Enhancement Cont:
View Inventory Counting documents in Open Items List
Counting supports Units of Measure
Count exact number of serial & batch managed items
Bins locations are supported throughout inventory
counting process
Reporting:
Central Inventory Taking report
Inventory Counting Recommendation & Risk Assessment
dashboard report
Benefit:
Accurate reporting for inventory management
Dynamic counting and posting of quantity differences
Greater transparency in counting and corresponding
posting records
Analyse quantities & differences while inventory taking is
in process and has been completed.
Compare differences between two inventory takers
Greater flexibility in setting up count cycles
Greater flexibility in posting stock take records for
corrections
© 2012 SAP AG. All rights reserved. 13
Multiple Units of Measure (UoM)
Enhancement:
Single UoMs can be grouped together as a
subset based on conversion rules
Default UoM can be automatically
converted to alternative UoM in transaction
processing
Price lists can be updated for each UoM
Supports different barcode standards per
UoM per item
Define different packaging types per UoM
Benefit:
Flexibility to sell and purchase in any unit of
measure required
Supports unlimited global and product-
specific UoM conversion factors
© 2012 SAP AG. All rights reserved. 14
Purchase Requests
Enhancement:
Create Purchase Requests as a preliminary step of
the purchasing process.
New Purchase Request Form & Report
Create Purchase Quotations or Orders directly from
the Purchase Request form or Purchase Request
Report
Create Purchase Quotations based on Purchase
Requests from the Purchase Quotations Generation
Wizard.
Notifications sent via E-mail or Business One
notification when PO and GRPO has been created
for Purchase Request
Supports approval procedure process
Benefit:
Ability to notify purchase department of items needed
to order, quantity and timeframe
Buyers can better control and make better decisions
before buying goods
Great control over expenses and budget
Supports tangible authorization process prior to
purchasing goods
© 2012 SAP AG. All rights reserved. 15
Price Lists & Discounts
Enhancement:
Set active and validity period for price lists &
discount groups
Multiple currencies for price lists
Price list per customer / vendor group
Support multiple unit of measurements for prices
Currency selection for special prices and period /
volume prices
Enhancements for discount groups
Discount control
Price and discount reports
Analyze pricing and discounts in transactions
Benefit:
Greater flexibility for pricing and discount models
Increased control of prices and discounts
Better transparency via price and discount reports
© 2012 SAP AG. All rights reserved. 16
Payment & Deposit Cancellation
Enhancement:
Support cancellation of payments with deposited checks
Support partial cancellation of the deposit transaction for
one chosen check out of a deposit with multiple checks
and return the check to check register
Support cancellation of deposited check
Automatic cancellation of non-deposited checks and its
related payment
Benefit:
Increased flexibility in payment and deposit handling
© 2012 SAP AG. All rights reserved. 17
Cancellation of Marketing Documents
Enhancement:
New ‘Cancellation’ marketing document
created with each cancellation procedure
Accounting, fiscal, financial and inventory
transitions are completely reversed in one step
Both reversing and reversed documents are
closed automatically and fully internally
reconciled
Base documents linked to cancellation
documents are re-opened after cancellation
and can be used as a base document again
Display ‘Cancelled ’ and ‘Cancellation’
marketing documents in reports
Define maximum no. of days for cancelling
marketing documents after posting
Relevant authorisations support this feature
Benefit:
Supports countries where it is not legally
compliant to create a Credit Memo document
for incorrectly added Invoices
Saves time with one complete cancellation step
A/R Invoice (original posting remains)
A/R Invoice (reversal posting and quantities)
Document status is updated -> ‘Cancelled’ Document status -. ‘Closed – Cancellation’
A/R Invoice
User selects cancel ...
© 2012 SAP AG. All rights reserved. 18
GL Account Determination - Advanced Solution
Centralized matrix to determine GL accounts
Support GL settings for items, item groups, warehouses, BP
groups, federal tax ID, ship-to country, ship-to state
Supports multi determination criteria with possibility to set
priorities for determination criteria as well as for rules
Enable tracking by viewing the change log
Simple and flexible
Note: applies only in the first phase (9.0) to inventory relevant accounts
© 2012 SAP AG. All rights reserved. 19
Fixed Assets integrated into core SAP Business One
Enhancement:
Integrated comprehensive fixed assets solution for end to end process
Ability to handle different accounting areas (e.g. local accounting
practices and IFRS in parallel)
Flexible depreciation calculation defined to meet local requirements &
international accounting standards
Authorization concept
New fixed assets master data structure
Benefit:
Enhanced capabilities in fixed assets management
Allows customer specific enhancements
Meets cross-localization accounting standards
Leverages existing Business One processes such as procurement
process, blanket agreements, etc
© 2012 SAP AG. All rights reserved. 20
Additional Functional Enhancements
Enhancement Description
AP Invoice supports Landed
Costs
Landed costs can now be created directly using the ‘Copy From’ function from an AP invoice
without the need of a Goods Receipt. This supports a more streamlined procurement process
without goods receipts, saving processing time and increasing efficiency.
Drop Ship and Serial & Batch
Items
Drop Ship process supports serial and batch managed items. Setup or allocate serial numbers and
batch managed items by activating ‘Manage Serial Numbers and Batches’ in the Warehouse -
Setup window for drop ship warehouses.
Item Costs on A/R Returns &
Credit Memos
The item cost for an item that has been returned via an A/R Returns or A/R Credit Memo can be
updated if it has no base document. This feature is activated by checking ‘Allow changing Inv.
Cost for Doc. Without Base Doc’ in the Document Settings window. A ‘Return Cost’ field has been
added to the A/R Returns and A/R Credit Memo documents to update the inventory cost at an item
level.
System Currency (SC)
Reconciliations
Internal reconciliation functionality in SAP Business One has been extended to support SC
management. New posting accounts have been added to enable automatic SC postings when
performing any type of internal reconciliation.
Reporting & Analytics
© 2012 SAP AG. All rights reserved. 22
SAP Crystal Reports 2011 &
SAP Crystal Reports Server 2011 Integration
Enhancement:
View reports and layouts designed by SAP
Crystal Reports 2011
Edit reports or layouts from SAP Business
One, in the SAP Crystal Reports 2011
designer
Upload system and user-defined Crystal
Reports from SAP Business One to SAP
Crystal Reports Server 2011
Preview the uploaded reports from SAP
Business One
View and share Crystal Reports Server
URLs of the uploaded reports in SAP
Business One
Benefit:
Do state-of-the art reporting through an
upgrade to the next version of SAP Crystal
Reports 2011
Securely open, view, interact with, and
share reports and dashboards over the Web
© 2012 SAP AG. All rights reserved. 23
Electronic File Manager - Multi Language Support
Enhancement:
Ability to translate generic electronic and bank
payment file formats
Ability to export and import translations
Benefit:
Support global businesses with multilingual
environments
Translation can be outsourced through import
/ export functionality
Extensibility & Supportability
© 2012 SAP AG. All rights reserved. 25
SAP Business One Studio Suite
Next generation of Screen Painter with greater functionality
Extensibility projects can be completed without Microsoft
Visual Studio
Can define workflows & forms
User Defined Object default form designer
SAP Business One Workflow designer
Highly integrated with Microsoft Visual Studio
Easy to use
Speeds up addon development learning curve
Leverages Microsoft Windows form development experience
Forms designer
Helps to generate code for new events -> event driven
development experience
SAP Business One Studio SAP Business One Studio
for MS Visual Studio
© 2012 SAP AG. All rights reserved. 26
Extensibility & Supportability
Enhancement Description
UI API Object Level Events The UI API has simplified the handling of events in SAP Business One using Object Level Events.
Maintaining code and developing new code will become easier to manage as coding increases.
UI API Column Setting The functionality of fixing columns in SAP Business One in some forms has been extended to the UI
API to benefit all partners who would like to leverage this feature in the SDK.
DI API Exposure A number of DI API objects have been exposed.
Technical Infrastructure
© 2012 SAP AG. All rights reserved. 28
System Landscape Directory (SLD)
Enhancement:
New SLD service for security configuration
and server management.
SLD service added to Server Tools installation
and replaces current security configuration
process.
Backward compatible for partner addons
Benefit:
Centralized environment for security & server
management
Better security management
License Manager Settings
© 2012 SAP AG. All rights reserved. 29
Single Sign On (SSO)
Step 1: Enable Single Sign On via SLD
Check for
option B & C
Step 2: User setup – Bind with domain user
Only activated when Step 1 is enabled.
One domain user can only be bound
with 1 B1 user per company DB.
You can change binding to another
domain user.
SAP Business One Login Options:
A. Login to B1 client with B1 credentials (original approach)
B. Bind windows account with B1 user, then login to B1 client with windows domain credentials
C. Bind windows account with B1 user, then no credentials are needed when logging into B1 client if the windows session
is opened by the bound windows account.
Can input domain user /
pwd for option B
Once the checkbox is checked, user doesn’t
need to input user id and password for option C.
The logon screen won’t appear for next logon,
B1 will be launched directly with last company
and current domain user.
If the machine is not in a domain, the checkbox
will be hidden.
Step 3: Login for Normal User
© 2012 SAP AG. All rights reserved. 30
64bit Support for SAP Business One
Enhancement:
“Native” 64bit Business One Client utilizes all of the
available memory on a client system.
64bit client released together with 32bit edition.
Supports 64bit DIAPI and UIAPI
Supports 64bit SAP addons -> Payment Engine,
Outlook Integration, EFM
Supports 64bit SDK for add-on migration
Benefit:
Supports high memory consuming transactions
such as DB upgrades, Revaluation reporting etc
Bigger cache and better performance especially
when running huge reports
Supports a greater range and more powerful
partner solutions / add-ons
Better server side processing via 64bit DI API
Ability to integrate with 64bit applications, such as
64bit Microsoft Office
Solves some sizing & crashing issues due to more
memory
© 2012 SAP AG. All rights reserved. 31
Technical Infrastructure
Enhancement Description
Security Compliance & Data
Privacy
SAP Business One supports a standard encryption communication channel between the license
server, B1 client and DI API addons complying with local and global regulatory mandates for data
security and privacy. To safe guard against brut force attacks and security breaches, the system now
supports dynamic keys and salted hash user passwords. Any administration and configuration
changes will also be stored in a log file for audit purposes.
Different Database User for
each Company Database
There is a new ‘Database User per Company’ credential during the creation of a SAP Business One
company database. This Database User can only access this company database and common
database.
Accessibility Standard To ensure that the ability to access SAP Business One is available to as many people as possible,
such as people with disabilities or special needs, SAP Business One is now aligned with SAP’s
‘Product Standard Accessibility’ requirements enforced by the Product Innovation Lifecycle (PIL)
process.
Data-Structure Length for
Monetary Reporting
SAP Business One supports a greater data structure length for specific monetary fields in reports
such as the Trial Balance report. This will support currencies with large decimal place requirements
and ensure more accurate reporting on financial figures.
Life Cycle Management
© 2012 SAP AG. All rights reserved. 33
Pre-upgrade tool always
downloaded automatically
by RSP
Run upgrade test on
company DB silently
Upgrade performed only
when database is ready
Remote Support Platform 3.0
Four key elements for Remote Support
Platform 3.0 for SAP Business One
backup
Easy to set-up and
flexible backup solution
Choose among various
backup options: full,
differential or delta
Set additional tasks ie.
consistency checks to be
executed prior to backup
Backup SAP Business
One attachments
automatically
PowerShell
Easily run repetitive DI
scripts by embedding
them into the PowerShell
to execute automatically
Add users and manage
VAT changes via RSP
extended tasks
Change configuration
using available tools
Task templates and
immediate execution
Create tasks from
templates with minimum
required setup
Release to customers and
receive feedback as soon
as tasks are generated
Further automation of maintenance
tasks via Scripting Language
First test, prepare
then run the upgrade
upgrade
© 2012 SAP AG. All rights reserved. 34
© 2012 SAP AG. All rights reserved.
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