Contents: What is SAP Business One? Integrated Processes in SAP Business One Getting Started with SAP Business One SAP Business One Basics. - презентация

1 Contents: What is SAP Business One? Integrated Processes in SAP Business One Getting Started with SAP Business One SAP Business One Basics

2 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. Business Example

3 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 Basics: Purpose

4 What is SAP Business One: Unit Overview Diagram Topic 3: Getting Started SAP Business One Basics Topic 1: What is SAP Business One? Topic 2: Process Integration

5 What is SAP Business One? System Configuration Purchasing Warehouse management Production Inbound logistics Outbound logistics Marketing & Sales Service Financial controlling Master data

6 SAP Business One: A True ERP System SAP Business One is an ERP system. Integrates business functions seamlessly Uses master data to avoid duplication of data Real time operation Customizable to fit customers business processes One Business. One System Sales Operations Finance Services ? x ! Executive Operations Sales Finance Analytics

7 Server Mail SDK B1 Integration Platform Services Data base SAP Business One: Technology Easy to Use Architecture Interfaces Flexible End-to-end solution Simple navigation Fully integrated with Crystal Reports Drill-down reporting Drag&Relate Integrated with Microsoft Office 2-tier client/server architecture ("fat client") Win 32/64 based, C++ Microsoft SQL Server Version check Easy to configure Forms Queries User-defined fields User-defined values for searches SDK (programming interface for VB, C/C++, Java) B1 Integration Platform (B1iSN) Client SDK Backup RSP

8 SAP Channel Partner Portal Where do I Find Additional Information? Solutions Release Planning Features and Functions... Service & Support Upgrades & Patches Support Center License Key Request... Education Download of Training Material Online Training... Partnering with SAP Partnerships Certification Process... Marketing & Sales Marketing Resources Sales Tools Competitive Information... Solution Development Software Development Kit

9 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.

10 Process Integration: Unit Overview Diagram Topic 3: Getting Started SAP Business One Basics Topic 1: What is SAP Business One? Topic 2: Process Integration

11 SAP Business One - Integration System Configuration Purchasing Warehouse management Production Inbound logistics Outbound logistics Marketing & Sales Service Financial controlling Master data

12 SAP Business One: Process Integration Purchasing process MRP Process Production Process Sales Process Service process

13 Demo and Discussion of Process Integration

14 Process Integration: Topic Summary Key points from the Process Integration topic: Basic processes in SAP Business One include: Purchasing Sales Inventory Production Service

15 Getting Started: Unit Overview Diagram Topic 3: Getting Started SAP Business One Basics Topic 1: What is SAP Business One? Topic 2: Process Integration

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

17 Menu Bar and Toolbar File EditData Goto Tools WindowHelp Print Preview Print Send Send SMS Send Fax Export to MS-EXCEL Export to MS-WORD Launch Application Lock Screen General For navigating between data records Menu Bar View Modules Find Add First Data Record Previous Record Next Record Last Data Record Toolbar Export to PDF

18 Business Partner Master Data Functions in a Form Ctrl+Double-Click Original Description: New Description: Mobile Phone ? BoldItalics Selection List Dropdown List Link Arrow Code Name Currencies Tel 1 Tel 2 Mobile Phone Fax Customer

19 Personalize windows and settings User-defined Shortcuts User-defined Menu Forms Reports Queries Links Modules Drag & Relate My Menu OEC Computers Sales Manager Main Menu OKCancel ListAllocation ShortcutCurrent Window F2 ModuleWindow Administration Financials Sales Opportunities Sales – A/R Purchasing – A/P Business Partners Banking Inventory Production MRP Service Purchase Order Goods Receipt PO Goods Return A/P Down Payment Request A/P Down Payment Invoice A/P Invoice A/P Credit Memo A/P Reserve Invoice Landed Costs Document Printing Purchasing Reports AllocateRemove Customize

20 Administration Financials Sales Opportunities Sales – A/R Purchasing – A/P Business Partners Banking Inventory Production MRP Service Human Resources Reports ModulesDrag & Relate OEC Computers Sales manager Main Menu My Menu Customize Main Menu Form Settings – Main Menu Administration Financials Sales /AR... Display only modules and menu items the user is authorized for. Menu Item Manually choose the menu items you want to display. Visible Apply Authorizations

21 Master Data Concept Business Partners Items Addresses Payment Terms Price lists Control Account Inventory Accounts Warehouses Item Groups Item Properties Price lists

22 Common Data Structure for Marketing Documents General Document Data Contents Business Partner Name Contact Person No. Status Posting Date Item/Service Item/Cat. No. Quantity 1 2 Ship to Pay to Shipping Type … LogisticsAccounting Journal Remark Payment Terms Tax Information Buyer/Sales Person Total Before Disc. % Discount … Total Payment Due Remarks General Information (Footer) Document Content

23 Row Type in Sales and Purchasing Documents TypeItem No. Item Description Quantity Price Total (LC) Contents A1005 Color Printer1 14,76 214,76 A1006 Ink Jet Printer 119,99 99,95 T The item A1006 will be sold out soon! Subtotal Printers 314,71 A1001 Black Cartridge 10 7,50 75,00 A1006 Color Cartridge 10 9,10 91,00 Subtotal Cartridges 166,00 Total before Discount 480,71 In the documents of Sales and Purchasing, you can choose the rows type. Form Settings- Table Format Select

24 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

25 Drag&Relate List of all quotations for item M00001 Sales / AR Delivery A/R Invoice Drag and Relate Sales Quotation Returns A/R Credit Memo Sales Order Delivery Details A/R Invoices Details Sales Quotation Details Return Details A/R Credit Memo Details SAP Business One OEC Computers manager Sales Order Details Item Number Description Item Type Price List 01 Purchase Price List Item Group M00001 Mouse Pad Items Accessories Item Master Data Foreign Descrip.

26 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

27 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

28 Exercises for Getting Started

29 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