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Fundamentals of SAP Business One

Contents:

SAP AG 2007

SAP Solutions for Small and Midsize Enterprises (SME)

Additional components for SAP Business One

General functions in SAP Business One

Fundamentals of SAP Business One: Unit Objectives

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

SAP AG 2007

Describe SAP's product offerings for the SME


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

Fundamentals of SAP Business One:


Business Scenario

SAP AG 2007

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.

SAP Solutions for SME: Topic Objectives

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

SAP AG 2007

Describe SAP's product strategy for the Small and


Medium Enterprise market

Discuss the architecture and features of SAP


Business One

SAP's Approach to the SME Market


Company
Size

There is no single, uniform


SME market. Companies
vary considerably in terms
of
Company size
IT complexity
Industry
Location

Large Enterprises
- SAP Business Suite -

Sophisticated SMEs
- SAP Business All-in-One
- SAP Business By Design

Advanced SMEs
- SAP Business One -

Small Companies
Services Retail Production

Industry
SAP AG 2007

n
io
t
ca
o
L

SAP Business One: Technology

Easy
to Use
Client
SDK

Architecture
Server
Integration
Toolkit
SDK

Flexible

Data
base

Services
Mail
Backup

Interfaces

SAP AG 2007

End-to-end solution
Windows look & feel
Simple navigation
Drill-down reporting
Drag&Relate
Integrated with Microsoft Word and
Microsoft Excel
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
User-Defined Values for searches
SDK (programming interface for VB, C/C+
+, Java)
Integration Toolkit

Additional Components for SAP Business One:


Topic Objectives

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

SAP AG 2007

Outline the additional components of SAP


Business One and describe their benefits

SAP Business One Software Development Kit

Client

Add-on development

Data Interface API

Server

User Interface API

External System
Data Interface Server

SAP Business
One Server

SAP AG 2007

SAP Add-ons for SAP Business One 2007

Advanced Layout Designer

Copy Express

MS Outlook Integration

Payment Engine

Fixed Assets

Format Definition

Intrastat (European Union)

Only for Germany:

SAP AG 2007

DATEV-FI Interface

ELSTER Tax Reporting

Where do I Find Additional Information?

Education

Partnering with SAP

Download of Training Material


Online Training
...

Partnerships
Certification Process
...

Service & Support


Upgrades & Patches
Support Center
License Key Request
...

SAP PartnerEdge
Global
Channel Partner
Portal

Solutions

Release Planning
Features and Functions
...

SAP AG 2007

Marketing & Sales


Marketing Resources
Sales Tools
Competitive Information
...

Solution Development
Software Development
Kit

General Functions in SAP Business One:


Topic Objectives

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

SAP AG 2007

Navigate through SAP Business One and choose


how the data displays

Configure shortcuts and your user menu

Customize the main menu according to your


authorizations

Use Drag&Relate

Choose Company
SAP Business One

Company

World of Sports [2004-6]


manager

Menu

User

Drag & Relate

User Menu

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

Administration Choose Company

Banking
Inventory
Production
Service

Server

Company Databases
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Reports

Applications

Menu Bar and Toolbar


Menu Bar
File

Edit

View

Data

Goto

Module

Tools

Window

Help

Toolbar
General

For Navigating Between Data Records

Print Preview

Find

Print

Add

Send E-mail

First Data Record

Send SMS
Send Fax
Export to MS-EXCEL
Export to MS-WORD
Launch Application

Lock Screen
SAP AG 2007

Previous Record
Next Record
Last Data Record

Functions in a Form

Users Setup
User Code

Winter

User Name

Sabine Winter

Superuser

Ctrl+Double-Click

E-Mail

winter@worldofsports.com

Mobile Phone

0167-653536

Fax
Password

Original Description:
Mobile Phone
Mobile Phone
New Descr.:
?

Defaults

Sales

Branch

New York

Department

Sales

Bold

Italics

User code (8 char)

Winter [Form=20700 Item=13 Variable=1 OUSR,USER_CODE

SAP AG 2007

Add

Cancel

Selection List
Dropdown List

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

SAP AG 2007

User-defined Shortcuts and User Menu

SAP Business One


Allocation

List

World of Sports [2004]


Sales Manager
Menu

Drag & Relate

User Menu

Forms
Business Partner Master Data (BP)

Order
Invoice
Item Management
Incoming Payment

Sales Opportunity
Quotation
Invoice

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

User-defined
Shortcuts

Queries
Links

User-defined
Menu

OK

SAP AG 2007

Cancel

Customize Main Menu

SAP Business One


World of Sports [2004-6]
Marc Seller

Menu

Drag & Relate

User Menu

Administration
Financials

Form Settings Main Menu


Visible

Menu Item

Sales A/R

Administration

Purchasing A/P

Financials

Business Partners
Banking

Sales /AR
...

Inventory
Production
Cost Accounting
Reports

Choose manually
the Menu Items you
want to display.

Apply Authorizations

Main Menu

Display only modules and menu


items the user is authorized for.
SAP AG 2007

Drag&Relate
SAP Business One
Busy_Ones_5(1-10)
manager

Item Number

M00001

Description

Bed (Metallic Design)

Purchased Item

EAN Code

Sales Item
WH Item

Descr. in Foreign

Sales / AR
Delivery Notes
Delivery (Rows)
Invoices
Invoices (Rows)
Quotations
Quotations (Rows)
Returns
Return (Rows)
Orders
Orders (Rows)
Credit Memos
Credit Notes (Rows)
Sales Persons
Purchasing / AP
AP Invoices

Item Grouping

Bedroom Furniture

Manufacturer

Meubles Antiques

Fixed Assets

SWW
Purchase Price

Price List

Procurement Data

Sales Data

EUR374.40
WH Data

Regular Vendor
Unit of Measurement for Purch.Unit
1
Items per purchase unit
Packing Unit
Quantity per Packing Unit

Customs Group

Customs Exempt

0,00

Tax Liable

Input Tax 16 %

16,00

Expense Account

OK

608000

Properties

Length
Width
Height
Volume
Weight

Dirk1

Originator Catalog No.

Restrictions

Expenses for Goods

Cancel

AP Invoices (Rows)
Goods Receipt
Goods Receipt (Rows)
Purchase Orders
Purchase Orders (Rows)
Purchase Credit Memos
Purchase Credit Memos (Rows)
Purchase Returns

Business Partners
Contacts

SAP AG 2007

List of all quotations for item M00001

Details

Fundamentals of SAP Business One: Unit Summary

You are now able to:

SAP AG 2007

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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