coresuite country package Efficient projects with SAP B1

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1 coresuite country package Efficient projects with SAP B1

2 Agenda Advantages of coresuite country package Feature overview coresuite enterprise search coresuite designer coresuite accounting coresuite widgets & dashboards coresuite customize coresuite framework

3 Agenda 9 10 Your extension Vision coresuite country package

4 coresuite country package Business Case Efficient realization of SAP Business One projects. Industryindependent out-of-the-box solutions without the need for configuration. Target group Any SAP B1 installation B1 for SQL B1 for HANA and Analytics B1 on Demand B1 Starter Package

5 coresuite country package Main advantage for partners Faster projects Significantly faster realization of B1 projects thanks to customizing and reporting functions One solution (one add-on) fits all Customizations made easy Guaranteed compatibility for your own developments Solution available for all SAP B1 variations Higher customer satisfaction All customizations can be exported for future projects

6 coresuite country package Main advantages for end customers Lower cost Safe investment thanks to standardization Out-of-the-box reports for sales, service and finance Out-of-the-box dashboards and widgets Validation of inputs Lower maintenance cost for documents (single-layout architecture)

7 Feature overview coresuite designer Marketing documents (Single Layout Architecture) Multi-language support (UI, text library) Batch processing (Batch ing) Print automation (Report Subscription) Technology-independent report integration (Excel, Sharp-Shooter, Crystal Reports, Xcelsiuis, Word, XML) coresuite accounting > 30 additional financial reports (P&L, CashFlow, balance, budget, OP, Journal) Excel interface with accounting (external bookkeeping) Booking Wizard (automatic postings) Account Mapping (international KPI reporting) Comparisons on ProfitCenter level coresuite widgets & dashboards Dashboard widget (own cockpit reporting) Xcelsius reports coresuite customize Simple and fast customizing of your processes in SAP (process control) UDT Handler (creating User Interfaces) Easy Functions and Easy Row Functions (macros) Input validation / Data quality control Export / Import / Creation von UDT s Grid Configurator Master Data Management coresuite enterprise search Google-like search engine in your SAP CTI and/or Skype integration Advanced journal search coresuite Framework Single connection.net support Easy-to-use API F1-help

8 coresuite enterprise search

9 Google in SAP? Google-like search engine within your SAP B1 Search fields can be configured You can search UDFs You can combine search terms You can open and create objects You can search for any SAP object: - Documents / parked documents - Customer equipment - Journal vouchers - Activities - Business partners - Item master data - Blanket agreements - Employees - Subscriptions - Time projects

10 Super fast searching Color-Coding for faster comprehension of results (black, grey, red) Tooltipps for detailed information Rightclick-Menu for faster navigation

11 Advanced voucher search Faster search for postings and journal entries Connected to SAP authorization system (i.e. only finance employees will have access) 10

12 Enterprise search integrations Integration with Skype (free) Integration with CTI with ESTOS (free) plug-in-for-the-coresuite-enterprise-search/ Integration with BEAS If you are using the beas production add-on, you can also search for beas objects (e.g. production order).

13 coresuite designer

14 Marketing documents One central master layout for the complete system environment Any B1 DB Any language Any document type 1 central layout Any country

15 Multi-language support (1) Translations must only be entered once in the text library and can then be imported/exported and used company-wide.

16 Multi-language support (2) Text library elements (text codes) can be used for translations in the entire coresuite and SAP portfolio (no longer restricted by SAP): SAP elements Menu entry Parameter forms Reports UDFs File names s UDT Handler forms Master data

17 Batch ing Batch processing of reports for printing or sending by Creating of attachment groups (example: when sending a dunning letter only attach the relevant invoices)

18 Remote Printing Event-based automatic printing and ing - via barcode (e.g. printout of delivery note when scanning items) - via timer (e.g. always on Monday) - via XML-Exchange (e.g. a webshop-order of a customer) External (remote) printing-call The user does not need to have a SAP-Login or doesn t need to work in SAP. Print or -Job is triggered automatically through the inbuilt remote printing function of coresuite designer.

19 Report subscriptions Wizard for your report subscriptions Subscribe any SAP-Report in 4 self-explanatory steps Functions: Auto- , Auto-Archive, Auto-Preview and Auto-Print All technologies are possible: Crystal-Report, Excel, PDF, SharpShooter No programming know how is necessary at all Dynamic recipient lists Parameterizeable subscriptions (e.g. different filters dependent on recipient)

20 Technology-independent The content of the report determines the technology not the other way round. With coresuite designer you choose the technology not SAP. coresuite designer

21 coresuite accounting

22 > 30 financial reports Reports from all financial areas - Profit and loss statement - Balance reports and comparisons - Budget reports and comparisons - Ageing reports - KPIs - Cash flow reports - Forecast reports - Trial balance - Journal reports

23 Excel interface with accounting Interface for external accounting / bookkeeping - Import excel files via drag & drop into SAP B1 accounting - Import VAT postings with automatic calculation

24 Booking Wizard Automatically process postings - Automatic distribution/posting of costs to cost centers - Automatically post accruals and deferrals - Automatically post tax accounts - Subsequent posting of changes to stock Add your own posting rule

25 coresuite account mapping Financial reports according to the international standard Map several charts of accounts into one (for multi-database environments) Create KPI reports - Cash flow operations - CF investments - CF financial - EBIT - EBITA - EBT - Gross margin

26 Comparisons made easy Comparison with previous years Comparison with budget values

27 coresuite widgets & dashboards

28 Widgets & dashboards Out-of-the-box dashboard widget - Sales - Finances - Service Mobile reports

29 Widgets & dashboards Social network integration within SAP B1 - Twitter - LinkedIn - Youtube - Xing - Ping

30 Widgets & dashboards Add your own dashboards in the SAP B1 cockpit - Pie chart - Bar chart

31 coresuite customize

32 Overview over customize tools Wizard Optimizer To record events (Event Recorder) To create complex rules (programming) Item Placement To move system fields Function Button To create right-click functions on forms and buttons New Items To add new fields on forms New Menu To create own menu points Easy Functions To create rules without programming knowledge Easy Row Func. To create rules on rows without programming knowledge Extended Code To create global functions/variables (programming) Import/Export To import/export your customizations for other systems UDT Handler To create input forms without programming knowledge Tab-Recorder Recording the sequence of tabs for efficient data entry Grid Configurator Creation of query based tables in different formats Master Data Mgmt Automatic updates of your master data

33 Simple and fast customizations Hide unused fields using right-click Create new mandatory fields using right-click Add a choose-from list (CFL) using right-click Copy UDFs to the main form using right-click Add a function button Color fields using right-click

34 UDT Handler Generic creation of input forms Save up to 90% compared to the conventional way Can be exported to other customer systems Create input forms via menu, form or matrix Multi-language support Examples: - Adding hobbies to contacts - Add warranty to articles - Add variations to sales orders - Add business partner hierarchies - etc.

35 Grid Configurator Easily display data in a grid, based on a query Create your grid within 4 self-explanatory steps Display the grid either on a form, in a tab or on a rightclick-menu. No programming know how needed at all Save up to 90% of your efforts Example free Grid- Form Example Tab-Grid- Form

36 Master Data Management (MDM) Update your master data easy and automatically Create your MDM-Rule in 4 self-explanatory steps Freely definable (query based) selection possibilities Scheduler self-triggering automatic cleanup of your master data Log-View for your MDM-Rules Rollback-Function Actual state of your data (incomplete, wrong, poor quality) Master Data Management Automatic cleanup of master data Target state of your data (complete, right, good quality)

37 Easy functions (macros) Create processes, validations and conditions without programming knowledge > 30 self-explanatory commands Save up to 95% compared to conventional methods Can be exported for other customer systems Complex processes can easily be designed Examples: - Only employees of the financial departments can give > 10% discount - No postings without cost center - Run queries while entering documents

38 Export / Import / Creation All of the eight customizing categories will be saved as rules and can be exported and imported. And most importantly: they can be reused. UDTs can be exported too. When importing them into a new system, the UDT will be created Export Creation import SAP B1 2nd SAP B1

39 coresuite framework

40 Safe investment coresuite framework is compatible with any module building upon it regardless of which SAP version you are using. coresuite framework is available in all SAP worlds - B1 for SQL - B1 for HANA and Analytics - B1 on Demand - B1 Starter Package coresuite framework Your extension

41 Single connection Save memory, because only 1 add-on reserves CPU power Modules can interact (many functions in common this reduces programming cost/effort) Access to SAP DI and SAP UI components via the coresuite framework Module 1 Module 2 Module 3 Module 4 AddOn 1 AddOn 2 AddOn 3 AddOn 4 coresuite framework SAP B1 Without country package SAP B1 With country package

42 .NET support Significantly faster creation of forms thanks to Windows Forms Access to.net framework WPF controls Faster integration of external DLLs/libraries Template for SAP B1 widgets Examples of.net forms:

43 Easy-to-use API Documented easy-to-use API that makes using SAP Business One objects easier and faster Embedded log files function for your add-on Simplified translation functions Function button

44 F1 help function The coresuite country package offers F1 help on all forms Create your own help-file-documents for your customer F1 help is also available publicly for your add-on. Example: /how-to-include-the-f1-help-in -my-sap-addon-integrated -with-the-coresuite-framework/

45 Your extension

46 This is the real power Build your own extension using the tool box called country package! Your own reports Your own search options Your own processes Your own add-on Your own forms SAP & country package SAP Standard

47 Vision for country package As the most important product of the coresuite portfolio, the coresuite country package is updated four times a year. Each update includes innovations, new features and extensions. Regardless of the underlying SAP version (HANA, SQL, Analytics, OnDemand or Starter Package), the country package is a strong out-of-the-box solution that offers customers immediate benefits without having to go through a tedious configuration process. The solution not only convinces partners but also end customers, because it enables them to use SAP B1 more productively. The coresuite country package gives you the tools for your own customizations. And we will make sure that your customizations are compatible with future SAP versions.

48 Contact our sales team Mila Nussbaumer Sales Manager Partner Channel EMEA & Asia Pacific David Emmenegger Head of Partner Channel h Fabienne Schuler Sales Manager Partner Channel EMEA Arti Sahgal General Manager USA Inc. Lucas Hubacher General Manager Brasil William Burgos General Manager LATAM Craig Blumberg General Manager UK & Africa P E sales@coresystems.ch

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