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Fundamentals of SAP Business One

Contents:

SAP Solutions for Small and Midsize Businesses (SMB)

Additional components for SAP Business One


General functions in SAP Business One

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Fundamentals of SAP Business One: Unit Objectives

At the conclusion of this unit, you will be able to:

Describe SAP's product offerings for the SMB market Discuss the features and technology of SAP Business One Outline the additional components that are available for SAP Business One Navigate through SAP Business One and choose how the data displays

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Fundamentals of SAP Business One: Business Scenario

You are the managing director of a midsize company and want to implement a new software solution to make your business processes more efficient. You have heard that SAP also offers software solutions for companies of your size. You would like to find out what these products have to offer, and which one is most suitable for your company.

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SAP Solutions for SMB: Topic Objectives

At the conclusion of this topic, you will be able to:

Describe SAP's product strategy for the SMB market Discuss the architecture and features of SAP Business One

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SAP's Approach to the SMB Market

Company Size

There is no single, uniform SMB market. Companies vary considerably in terms of


Company size IT complexity Industry Location

Large Enterprises
- mySAP Business Suite -

Sophisticated SMBs
- mySAP All-in-One -

Advanced SMBs
- SAP Business One -

Small Companies
Services Retail Production

Industry
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SAP Offers Solutions for Companies of All Sizes

SAP Solutions for SMB


Large Enterprises Midsize Companies / Subsidiaries Small Companies / Subsidiaries

mySAP Business Suite Complete set of business functionality for all requirements

mySAP All-in-One Consists of the mySAP Business Suite tailored to the needs of midsize companies; the software is easy to install, implement,and maintain, and provides a full range of business functions

SAP Business One Can be implemented in a matter of days and provides all the functions you need

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SAP Business One: Technology


End-to-end solution Windows look & feel Simple navigation Drill-down reporting Drag&Relate Integrated with Microsoft Word and Microsoft Excel

Easy to Use Client


SDK

Architecture Server
Integration Toolkit SDK

2-tier client/server architecture ("fat client") Win 32 based, C++ Different database options Version check Easy to configure Search helps Forms Queries User-defined fields Formatted searches

Flexible

Data base

Services
Mail Backup

Interfaces

SDK (programming interface for VB, C/C++, Java) Integration Toolkit 1.5 (data interface based on SOAP 1.1)

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Additional Components for SAP Business One: Topic Objectives

At the conclusion of this topic, you will be able to:

Outline the additional components of SAP Business One and describe their benefits

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SAP Business One Software Development Kit

Client

Add-on development

Data Interface API

User Interface API

Server

External System

Data Interface Server

SAP Business One Server

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General Functions in SAP Business One: Topic Objectives

At the conclusion of this topic, you will be able to:

Navigate through SAP Business One and choose how the data displays Create posting periods and period indicators Configure shortcuts and your user menu Customize the main menu according to your authorizations

Use Drag&Relate

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Choose Company
SAP Business One

Company

World of Sports [2004-6] manager

Menu

Drag & Relate

User Menu

User

Administration Financials Sales A/R Purchasing A/P Business Partners

Administration Choose Company

Banking Inventory Production

Applications

Service

Server

Reports

Company Databases
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Posting Periods

4 Year 3 Quarters

1 Fiscal Year

12

1 2

11
10 Months 9 8 7 6

3
Days

4
5

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Posting Period Status

Closing Period

12 11

1 2 11 3 12 1

Current period Unlocked

10
9 10

2
3 4 5

Previous fiscal year

4 Current fiscal year

8
7
Locked
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9 5
6 8

Locked or Unlocked

Period Indicator and Document Numbering

Series IV running from 44000 to 44999

Series I running from 41000 to 41999

12 41 11 2 3 5 3 10 6 Fiscal 4 year 9 4 5 5 8 7 6
Series III running from 43000 to 43999 Series II running from 42000 to 42999

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Menu Bar and Toolbar


Menu Bar
File Edit View Data Goto Module Tools Window Help

Toolbar General For Navigating Between Data Records Find

Print Preview Print


Send E-mail Send SMS Send Fax Export to MS-EXCEL

Add
First Data Record Previous Record

Next Record
Last Data Record

Export to MS-WORD
Launch Application Lock Screen
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Functions in a Form

Users Setup
User Code User Name Superuser E-Mail winter@worldofsports.com 0167-653536 Winter Sabine Winter

Ctrl+Double-Click

Mobile Phone
Fax Password

Original Description: Mobile Phone

Defaults

Sales New York Sales Cancel

Branch Department Add

New Descr.:
?

Selection List Bold Italics

Dropdown List

User code (8 char) Winter [Form=20700 Item=13 Variable=1 OUSR,USER_CODE

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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

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User-defined Shortcuts and User Menu

SAP Business One Allocation List World of Sports [2004] Sales Manager Menu Forms
Business Partner Master Data (BP) Sales Opportunity Quotation Invoice

Drag & Relate

User Menu

Order Invoice Item Management Incoming Payment

Reports
Select Won Opportunities Settings for Opportunity Analysis Open Items List Sales Analysis Report Preferences

User-defined Shortcuts

Queries Links

User-defined Menu
OK Cancel

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Customize Main Menu

SAP Business One


World of Sports [2004-6] Marc Seller

Menu

Drag & Relate

User Menu

Form Settings Main Menu Menu Item Administration Financials Sales /AR ... Choose manually the Menu Items you want to display.

Administration Financials Sales A/R Purchasing A/P Business Partners Banking Inventory Production Cost Accounting

Visible

Reports

Apply Authorizations

Main Menu

Display only modules and menu items the user is authorized for.
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Drag&Relate
SAP Business One
Busy_Ones_5(1-10) manager Sales / AR Delivery Notes Delivery (Rows) Invoices Invoices (Rows) Quotations Quotations (Rows) Returns Return (Rows) Orders
Item Number M00001 Bed (Metallic Design) Bedroom Furniture Meubles Antiques Purchase Price Sales Data WH Data EAN Code Purchased Item Sales Item

Description
Descr. in Foreign Item Grouping Manufacturer SWW Price List

WH Item
Fixed Assets

EUR374.40 Restrictions Length Width Height Volume Weight Properties Details

Procurement Data Regular Vendor Originator Catalog No.

Dirk1

Unit of Measurement for Purch. Unit 1 Items per purchase unit Packing Unit Quantity per Packing Unit Customs Group Tax Liable Expense Account 1 0,00 16,00

Orders (Rows)
Credit Memos Credit Notes (Rows) Sales Persons Purchasing / AP AP Invoices AP Invoices (Rows) Goods Receipt Goods Receipt (Rows)

Customs Exempt Input Tax 16 % 608000

Expenses for Goods

OK

Cancel

Purchase Orders
Purchase Orders (Rows) Purchase Credit Memos Purchase Credit Memos (Rows) Purchase Returns Business Partners Contacts

List of all quotations for item M00001

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Fundamentals of SAP Business One: Unit Summary

You are now able to:

Describe SAP's product offerings for the SMB market Discuss the features and technology of SAP Business One Outline the additional components that are available for SAP Business One Navigate through SAP Business One and choose how the data displays

SAP AG 2003