SAP Business One-Gist presented

The SAP Business One application offers a single, affordable way to manage your entire business – from sales and customer relationships to financial's and operations. Designed specifically for small businesses, it helps you streamline processes, act on timely information, and accelerate profitable growth.

Accounting and Financial's

SAP Business One helps you manage your general ledger, journals, budgets, and accounts payable and receivable. You can conduct all your banking activities – including processing payments by check, cash, credit card, bank transfer, and bill of exchange – as well as reconcile various accounts and create financial reports for profit and loss, cash flow, balance sheet, and aging. You can also update account postings at the exact time relevant business events occur.

Customer Relationship Management

SAP Business One’s powerful Customer Relationship Management (CRM) functionality allows you effectively manage your relationship with all prospects, customers, suppliers, trading partners and other business partners. It will allow you to convert more opportunities into leads, manage all of your sales-related contacts, access specific sales data whenever it’s required and manage customer satisfaction.

Business Partner Management

SAP Business One Business Partner management allows you to track and manage vital information about your clients and vendors. Capabilities include:

• Masterfile - Records all information about clients and vendors, including addresses, contact records, account balances, and more.
• Business Partner Properties - Unlimited contact names and addresses. Visibility of transaction summaries.
• Parent Child Relationship - Parent/child account features enable payments received from parent companies to be applied against invoices sent to subsidiary companies.
• Opening Balances - Manages opening balances of customers and vendors.
• Customer Balances For Invoices - Drill down to source transactions. Allows management of flexible payment terms.

Inventory and Distribution

SAP Business One also lets you readily manage your inventory and operations, including picking, packing, delivery, and billing. You can perform inventory valuation using different methods such as standard costing, moving average, and FIFO; monitor stock levels; and track transfers in real time and across multiple warehouses. In addition, you can run real-time inventory updates, availability checks, and manage pricing and special pricing, which allows you to automatically apply volume, cash, and account discounts to transactions with vendors and customers.

Production Management

SAP Business One also lets you readily manage your inventory and operations, including picking, packing, delivery, and billing. You can perform inventory valuation using different methods such as standard costing, moving average, and FIFO; monitor stock levels; and track transfers in real time and across multiple warehouses. In addition, you can run real-time inventory updates, availability checks, and manage pricing and special pricing, which allows you to automatically apply volume, cash, and account discounts to transactions with vendors and customers.

Sales Management

From price quotes to invoicing and payment, SAP Business One sales and distribution helps you complete your entire sales cycle with the following tools and capabilities:
 

• Quotation - Allows you to automatically issue a price quote to customers, measure gross profit for the quotation, update stock levels, and report the customer's current balance.
• Order Entry - Enables you to enter customer orders, automatically reserve the item ordered, and notify your warehouse of the delivery date.
• Delivery Notes - Enables you to shop merchandise  and update stock balances.
• Returns - Lets you record stock entry returned from customers.
• Invoicing - Automatically creates the invoice and records the stock and journal transactions, while issuing an automatic receipt in case customers are paying any part of their bill instantly.
• Credit Notes - Lets you credit customer for any reason, including customer returns.
• Reserve Invoicing - Allows you to issue an invoice without changing the stock balances. Allows you to create proforma invoices.
• Auto Summary Wizard - Summarizes into one invoice oer customers on a range of open order or dilivery notes.
• Drafts - Gives you the ability to print, edit, and manage documents that were saved as drafts

Material Resource Planning

SAP Business One Material Requirements Planning (MRP) manages MRP through a wizard-based process. This process enables users to define a planning scenario in five easy steps and predict demand based on forecasts. Capabilities include:

• Define Forecasts - Allows users to predict demand based on forecasts, foresee future demand for the product, and adjust material planning accordingly. Forcasts can be automatically populated by sales history.
• Planning Wizard - Steps users through the creation of planning scenarios in five easy steps. Users define the planning horizon, which can be viewed in weeks or days. Scenarios can be run for a range of items or item groups. The user selects the desired criteria in the scenario, such as existing stock levels, open purchase orders, sales orders, work orders, and inventory that has reached its minimum stock level, as well as predefined sales forecasts. Once a scenario is executed, the solution presents a make-or-buy recommendation. Drill-down options allow planners to view the net requirement calculations and view the actual documents driving the gross requirements. Exception warnings and visual cues help users identify orders that need to be expedited.
• Order Recommendation Report - Allows planners to automatically select recommended production orders and purchase orders for automatic creation of same; if an item needs to be outsourced, planners can easily convert a production order to a purchase order

Purchasing and Operations

Every small business needs a systematic approach to managing the procurement process, from creating purchase orders to paying vendors. SAP® Business One helps manage the complete order to- pay cycle, including receipts, invoices, and returns. You can also plan material requirements for production, control bills of materials, and replenish inventory automatically. And using integration with Crystal Reports, you can analyze your vendors’ performance and adjust your procurement strategy accordingly.

Reporting and Administration

SAP Business One provides powerful, integrated analytic and reporting tools to help you access the critical business information you need. With SAP® Business One, together with fully integrated Crystal Reports, you can gather data from multiple sources and generate timely and accurate reports based on critical company data across financial's, sales, customers, inventory, service, production, and operations. Completely integrated with the Microsoft Office products and focused on data security, Crystal Reports allows you to choose from a variety of report formats and to control access to information displayed.

You can also use additional functionalities that are an integral part of SAP Business One such as “drag and relate” and interactive drilling down through multiple levels of relevant data to get complete information instantly.

System Reliability and Performance

SAP offers a remote support platform for SAP Business One to help you maintain your software system more easily and proactively prevent potential issues from impacting your business activities. As an automated monitoring tool, this remote support platform helps identify system bottlenecks by enabling SAP support services to collect information on your system status and check the system against known support issues. By sending regular status e-mails and automatic fixes, it allows you to avoid issues from happening and decrease the time you would otherwise spend on IT support. In addition, the tool provides several other services including automated database backups, pre upgrade evaluations, inventory valuation checkups, and system installation health checks.

What Makes SAP Business One right for You?

For the first time, business owners have a single system built specifically for SMBs that can help you gain greater control and achieve increased profitability.

SAP Business One:

• Delivers quick access to highly accurate, business-technical information.
• Empowers business users
• Provides end-to-end visibility
• Transforms information into a strategic asset
• Offers an easy-to-use interface
• Is supported by the world leader of business software solutions, SAP.

SAP is the worlds leading provider of business software solutions. More than 60% of SAP® implementations are in small and midsize business's. With 12 million users and nearly 80,000 installations, SAP® solutions mean far more than hardware and software. SAP® Business One is delivered by a worldwide network of qualified business partners that leverage SAP® global knowledge to provide local service and support.

 

Additional Functions

SAP Business One - Predefined Reports
A Comprehensive, Integrated Solution for all of your Business Needs

SAP Business One provides the following predefined report templates for each functional area:

Accounting:	Aging reports Profit and loss statement Balance sheet Trial balance	Cash flow statement Comparative reports Budget reports
Sales opportunities:	Opportunities Stage analysis Opportunities pipeline Opportunity forecast and forecast over time	Won and lost opportunities Open and closed opportunities Lead distribution over time
Sales and purchasing:	Open items list Sales analysis Purchase analysis
Business partners:	Activities overview Inactive customers Collection history
Production:	Open work order Bills of material
Service:	Service calls Service calls by queue Response time by assignee Average closure time Service contracts	Customer equipment report Service monitor Service calls Open service calls Overdue service calls
Inventory:	Item list Last prices Inactive items Inventory posting list by item Inventory status	Inventory in warehouse Inventory valuation Serial number transaction Batch (lot) number

 

SAP Business One - Microsoft Outlook Integration
A Comprehensive, Integrated Solution for all of your Business Needs

SAP Business One integrates with Microsoft Outlook through an add-on, enabling you to exchange and share data to keep all parties up to date about account developments and business opportunities. You have the following functions available.

Data Synchronization

Synchronize calendar appointments, contacts, and tasks between SAP Business One and Microsoft Outlook. This function allows you to schedule automatic synchronization runs and resolve any outstanding conflicts that may occur across the two applications by creating snapshots of SAP® Business One information and linking them to contacts in Microsoft Outlook.

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 activity

SAP Business One - Configuration and Personalization
A Comprehensive, Integrated Solution for all of your Business Needs

SAP Business One gives you powerful tools to tailor forms, queries, and reports to meet specific business requirements without the need for specialized technical training. You can configure settings to define exchange rates, set authorization parameters, and create import and export functions for internal mail, e-mail, and data.

Configuration Features

SAP Business One offers the following configuration functionality:

• Company selection - Various basic settings.
  
  
• Initialization and general preferences – Company data and general settings for charts of account, tax codes, sales employees, territories, projects, address formats, payment terms, suppliers, customers, items and commission groups, warehouses, service contract templates and queues, banks, payment methods, and shipping methods.
  
  
• Authorizations – Controlled information access (full, read only, or no access); access granted based on team, department, or branch.
  
  
• Definition of exchange rates – The basis for all reports and recorded data.
  
  
• Utilities - Data backup, automated processes, year-end closing, archiving, and data import and export.
  
  
• Recovery – Data administration and retrieval.
  
  
• Alert functions and messages – Messages for internal users, customers and suppliers; personal profile definition for warning messages.
  
  
• Opening balances – Entering opening balances when company starts.
  
  
• Master data record – Maintained for the entire application and contains the master data record for a customer and supplier.
  
  
• Bills of material – Product trees representing the header and covering the individual materials assigned.
  
  

Search Assistance

Record values for each field in the application, including user-defined fields, from a predefined search process with formatted search functionality in SAP® Business One. You can use formatted searches in the following situations:

• Automatic entry of values in fields.
• Definition of dependencies between application fields.
• Display of fields used only for queries, such as user signature, creation date, and balance of open checks (for a business partner).

Alerts and Approvals

You can set up immediate notifications and automatic responses to important business events through user programmable, workflow-based alerts.

Designate the events you want to track and define ranges for acceptable tolerances and limits connected to these events. Then, when indicators fall out of the predetermined range set for the event, you will receive an alert. Any breach of business policy generates an immediate notification to the manager and initiates a workflow process to manage the event.

Using alerts in SAP Business One, you can proactively manage by exception and eliminate the need to monitor activities manually. You can know in real time every time a set threshold is crossed so you can take immediate action. You can also drill down to get information about the alert, which can help you make informed decisions regarding future actions associated with the event.

Local Best Practices

SAP Business One provides built-in country-specific functionality to help you comply with local legal requirements as well as local business practices. Localizations mainly support legal, currency, and financial requirements and include adjusted financial postings, print layouts, and reports. As part of maintenance operations, there are country-specific legal changes and requirements implemented with regular patch delivery.

System Reliability and Performance

SAP offers a remote support platform for SAP Business One to help you maintain your software system more easily and proactively prevent potential issues from impacting your business tool, the remote support platform for SAP Business One helps identify system bottlenecks by enabling SAP® support services to collect information on your system status and check the system against known support issues. By sending regular status e-mails and automatic fixes, it allows you to avoid issues from happening and decrease the time you would otherwise spend on IT support.

The remote support platform for SAP Business One provides the following:

• System status report - Automatically execute health checks on your installation, system data, previously performed backups, disk space usage, and more to proactively prevent issues.
• Database maintenance – Schedule automated database backups and restore previously backed-up databases if needed.
• Pre-upgrade evaluation– Check if your system is ready for an upgrade and if there are critical issues that might potentially prevent a successful upgrade process.
• Automatic fixes - Receive automatic fixes for detected issues.

Data Archiving

Use the new data archiving feature in SAP Business One to improve the utilization of your productive database and achieve leaner, faster system performance. Data archiving enables users who have been using SAP Business One for at least two years to archive closed transactional data (such as closed sales and purchasing documents, reconciled journal entries) related to old financial periods. It allows you to review the expected results of the process before the execution, so you know which documents will be removed from the database, how much database size will be reduced, and so forth. You can then decide whether to run the archiving process immediately or further review the selected transactional data.

 

SAP Business One - Software Development Kit
A Comprehensive, Integrated Solution for all of your Business Needs

SAP Business One SDK is a toolbox that contains programming interfaces, sample code, documentation, and simple utilities. The kit allows programmers to smoothly interface external applications with SAP Business One or to add custom functionality. SAP Business One consists of a graphical user interface and a separate business object layer. The SAP Business One SDK provides full access to both the user interface layer and the business object layer.

Features

The software development kit offers the following features:

• Provides programmatic access to SAP Business One business logic through an object-oriented layer.
  
  
• Enables SAP partners and customers to extend and enhance the functionality of SAP Business One to fit their unique needs.
  
  
• Supports a wide range of programming languages and tools, enabling developers to use familiar technologies and applications
  
  
• Provides strong backward compatibility, so that little or no rework is required during upgrades to a new version of SAP Business One

Components

The following key components are part of the software development kit:

• Application program interface (API ) for the data interface – For integrating external applications with SAP Business One.
• API for the user interface – For extending and customizing the SAP Business One client applications.
• Screen designer with drag-and-drop interface – For designing custom windows for SAP Business One.
• Java connector – For interfacing external applications with SAP Business One using the Java programming language
• Complete documentation
• Sample applications