SAP Business One 9.0 Overview

Transcription

1 SAP Business One 9.0 Overview

2 Legal disclaimer The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the permission of SAP. This presentation is not subject to your license agreement or any other service or subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation and SAP's strategy and possible future developments, products and or platforms directions and functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information in this document is not a commitment, promise or legal obligation to deliver any material, code or functionality. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. This document is for informational purposes and may not be incorporated into a contract. SAP assumes no responsibility for errors or omissions in this document, except if such damages were caused by SAP s willful misconduct or gross negligence. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forwardlooking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions SAP AG. All rights reserved. 2

3 SAP Business One 9.0 Making Business One Easier to Use, Implement, Integrate & Customize Easier to Customize & Extend Improved Integration Extended Core Functions Easier to Implement 9.0 Greater Industry Focus 2011 SAP AG. All rights reserved. 3

4 Agenda (1) Business Logic Bin Locations Inventory Counting Multiple Units of Measure Purchase Requests Price Lists & Discounts Payment & Deposit Cancellation Marketing Document Cancellation GL Account Determination Fixed Assets Integration Drop Ship Landed Costs Item Cost on A/R Returns & Credit Memos System Currency Reconciliations 2012 SAP AG. All rights reserved. 4

5 Agenda (2) Reporting & Analytics SAP Crystal Reports 2011 SAP Crystal Reports Server 2011 Electronic File Manager (EFM) Multi-Language Support Extensibility & Supportability SAP Business One Studio Suite SAP Business One Studio SAP Business One Studio for MS Visual Studio SDK Enhancements Technical Infrastructure System Landscape Directory (SLD) Single Sign On (SSO) 64-bit OS Support Security Enhancements Database User Credentials per Company Accessibility Standards Data-Structure Lengths for Monetary Reporting Life Cycle Management Remote Support Platform SAP AG. All rights reserved. 5

6 Business Logic

7 Bin Locations (1/4) Warehouses Enhancement: Bin Location Setup & Management: Sublevels Zone 1 Zone 2 Zone 3 Area 1 Area 2 Area 3 Area 4 Row 1 Row 2 Row 3 Bin 1 Bin 2 Bin 3 Bin 4 02-Z2-A3-R Z2-A3-R Z2-A3-R Z2-A3-R1-4 (Bin location codes) Bin 5 Bin 6 Bin 7 Example of hierarchical scenario 02-Z2-A3-R Z2-A3-R Z2-A3-R2-7 Bin 8 Bin 9 Bin 10 Bin Z2-A3-R Z2-A3-R Z2-A3-R Z2-A3-R3-11 Bin Z2-A3-R3-12 Bin location functionality is activated per warehouse Warehouses can be spilt into multiple sub-levels Supports 4 sublevel dimensions ie: a.zone, b.area, c.shelf & d.row. Bin location codes can support hierarchal or non-hierarchal scenarios Bin location codes can be setup with up to 10 user-defined attributes ie: size, weight, hazardous, frozen etc. Manage sublevel & bin location codes manually or automatically with a batch generation / update / delete function Default bin locations available per Item, per Item Group & per Warehouse 2012 SAP AG. All rights reserved. 7

8 Bin Locations (2/4) Enhancement Cont: Issue allocation per WH Allocations: All inventory processing supports bin locations Setup automatic allocations for receiving and issuing goods Bin location receipt & issue allocation screens for manually receiving and issuing transactions Ability to replenish bin locations Pick & Pack Manager supports bin locations Picking methods supports simple bin numbers and sequences Bin location allocation rules apply when handling batch & serial managed items Inventory transfers support bin location transfers Document allocation for all Sales A/R and Purchasing A/P documents Item Availability supports bin location visibility Productions Order bin locations are specified on both issue for and receipt from production documents Inventory counting supports bins locations Barcode fields support per bin and per item 2012 SAP AG. All rights reserved. 8

9 Bin Locations (3/4) Enhancement Cont: Displays breakdown of items per bin location Reporting: Report on bin location movements Existing reports have been extended with bin location information New reports include: Bin Location List Bin Location Contents List View bin location transaction history linking to item ledger transactions and documents. All functions exposed to the DI API Implementation tools support bin location functions 2012 SAP AG. All rights reserved. 9

10 Bin Locations (4/4) Benefit: Optimize stock movement Faster order processing Auto-allocation facilitates & supports different picking requirements and processes Increased efficiency with accelerated cycle counting Significantly reduce picking time Better manage replenishment of items Easier to manage reserved products Enhanced visibility of inventory levels Minimise potential risk to the inventory Real-time inventory positions allows enterprises to make better decisions Warehouse efficiency reporting provides benchmark information for KPI setting 2012 SAP AG. All rights reserved. 10

11 Inventory Counting (1/2) New End to End Process for Stock Counting: Enhancement: Cycle Count Determination New end to end Inventory Counting process A items B items C items 6 times / year 6 times / year 1 time / year Cycle Count Alert for A items Cycle Count Recommendation Select items Cycle Counting Enhancements: Cycle Count Recommendations are linked to stock taking process Freeze items Define more flexible count frequencies and set reoccurrences for these frequencies Print count sheet Define inventory cycles per warehouse, bin location or item level Receive alerts for items due for inventory taking Count Enter results Compare results for 2 takers Inventory Counting: New Inventory Counting document to record and manage inventory taking process New Inventory Postings document to record and manage postings from Inventory Counting results Two inventory takers can stock take in the same area Post quantity differences Ability to freeze items while counting Directly post stock take records without the counting process SAP AG. All rights reserved. 11

12 Inventory Counting (2/2) Enhancement Cont: View Inventory Counting documents in Open Items List Counting supports Units of Measure Count exact number of serial & batch managed items Bins locations are supported throughout inventory counting process Reporting: Central Inventory Taking report Inventory Counting Recommendation & Risk Assessment dashboard report Benefit: Accurate reporting for inventory management Dynamic counting and posting of quantity differences Greater transparency in counting and corresponding posting records Analyse quantities & differences while inventory taking is in process and has been completed. Compare differences between two inventory takers Greater flexibility in setting up count cycles Greater flexibility in posting stock take records for corrections 2012 SAP AG. All rights reserved. 12

13 Multiple Units of Measure (UoM) Enhancement: Single UoMs can be grouped together as a subset based on conversion rules Default UoM can be automatically converted to alternative UoM in transaction processing Price lists can be updated for each UoM Supports different barcode standards per UoM per item Define different packaging types per UoM Benefit: Flexibility to sell and purchase in any unit of measure required Supports unlimited global and productspecific UoM conversion factors 2012 SAP AG. All rights reserved. 13

14 Purchase Requests Enhancement: Create Purchase Requests as a preliminary step of the purchasing process. New Purchase Request Form & Report Create Purchase Quotations or Orders directly from the Purchase Request form or Purchase Request Report Create Purchase Quotations based on Purchase Requests from the Purchase Quotations Generation Wizard. Notifications sent via or Business One notification when PO and GRPO has been created for Purchase Request Supports approval procedure process Benefit: Ability to notify purchase department of items needed to order, quantity and timeframe Buyers can better control and make better decisions before buying goods Great control over expenses and budget Supports tangible authorization process prior to purchasing goods 2012 SAP AG. All rights reserved. 14

15 Price Lists & Discounts Enhancement: Set active and validity period for price lists & discount groups Multiple currencies for price lists Price list per customer / vendor group Support multiple unit of measurements for prices Currency selection for special prices and period / volume prices Enhancements for discount groups Discount control Price and discount reports Analyze pricing and discounts in transactions Benefit: Greater flexibility for pricing and discount models Increased control of prices and discounts Better transparency via price and discount reports 2012 SAP AG. All rights reserved. 15

16 Payment & Deposit Cancellation Enhancement: Support cancellation of payments with deposited checks Support partial cancellation of the deposit transaction for one chosen check out of a deposit with multiple checks and return the check to check register Support cancellation of deposited check Automatic cancellation of non-deposited checks and its related payment Benefit: Increased flexibility in payment and deposit handling 2012 SAP AG. All rights reserved. 16

17 Cancellation of Marketing Documents A/R Invoice Enhancement: A/R Invoice (original posting remains) User selects cancel... A/R Invoice (reversal posting and quantities) New Cancellation marketing document created with each cancellation procedure Accounting, fiscal, financial and inventory transitions are completely reversed in one step Both reversing and reversed documents are closed automatically and fully internally reconciled Base documents linked to cancellation documents are re-opened after cancellation and can be used as a base document again Display Cancelled and Cancellation marketing documents in reports Define maximum no. of days for cancelling marketing documents after posting Relevant authorisations support this feature Benefit: Supports countries where it is not legally compliant to create a Credit Memo document for incorrectly added Invoices Document status is updated -> Cancelled Document status -. Closed Cancellation Saves time with one complete cancellation step 2012 SAP AG. All rights reserved. 17

18 GL Account Determination - Advanced Solution Centralized matrix to determine GL accounts Support GL settings for items, item groups, warehouses, BP groups, federal tax ID, ship-to country, ship-to state Supports multi determination criteria with possibility to set priorities for determination criteria as well as for rules Enable tracking by viewing the change log Simple and flexible Note: applies only in the first phase (9.0) to inventory relevant accounts 2012 SAP AG. All rights reserved. 18

19 Fixed Assets integrated into core SAP Business One Enhancement: Integrated comprehensive fixed assets solution for end to end process Ability to handle different accounting areas (e.g. local accounting practices and IFRS in parallel) Flexible depreciation calculation defined to meet local requirements & international accounting standards Authorization concept New fixed assets master data structure Benefit: Enhanced capabilities in fixed assets management Allows customer specific enhancements Meets cross-localization accounting standards Leverages existing Business One processes such as procurement process, blanket agreements, etc 2012 SAP AG. All rights reserved. 19

20 Additional Functional Enhancements Enhancement Description AP Invoice supports Landed Costs Landed costs can now be created directly using the Copy From function from an AP invoice without the need of a Goods Receipt. This supports a more streamlined procurement process without goods receipts, saving processing time and increasing efficiency. Drop Ship and Serial & Batch Items Drop Ship process supports serial and batch managed items. Setup or allocate serial numbers and batch managed items by activating Manage Serial Numbers and Batches in the Warehouse - Setup window for drop ship warehouses. Item Costs on A/R Returns & Credit Memos The item cost for an item that has been returned via an A/R Returns or A/R Credit Memo can be updated if it has no base document. This feature is activated by checking Allow changing Inv. Cost for Doc. Without Base Doc in the Document Settings window. A Return Cost field has been added to the A/R Returns and A/R Credit Memo documents to update the inventory cost at an item level. System Currency (SC) Reconciliations Internal reconciliation functionality in SAP Business One has been extended to support SC management. New posting accounts have been added to enable automatic SC postings when performing any type of internal reconciliation SAP AG. All rights reserved. 20

21 Reporting & Analytics

22 SAP Crystal Reports 2011 & SAP Crystal Reports Server 2011 Integration Enhancement: View reports and layouts designed by SAP Crystal Reports 2011 Edit reports or layouts from SAP Business One, in the SAP Crystal Reports 2011 designer Upload system and user-defined Crystal Reports from SAP Business One to SAP Crystal Reports Server 2011 Preview the uploaded reports from SAP Business One View and share Crystal Reports Server URLs of the uploaded reports in SAP Business One Benefit: Do state-of-the art reporting through an upgrade to the next version of SAP Crystal Reports 2011 Securely open, view, interact with, and share reports and dashboards over the Web 2012 SAP AG. All rights reserved. 22

23 Electronic File Manager - Multi Language Support Enhancement: Ability to translate generic electronic and bank payment file formats Ability to export and import translations Benefit: Support global businesses with multilingual environments Translation can be outsourced through import / export functionality 2012 SAP AG. All rights reserved. 23

24 Extensibility & Supportability

25 SAP Business One Studio Suite SAP Business One Studio SAP Business One Studio for MS Visual Studio Next generation of Screen Painter with greater functionality Extensibility projects can be completed without Microsoft Visual Studio Can define workflows & forms User Defined Object default form designer SAP Business One Workflow designer Highly integrated with Microsoft Visual Studio Easy to use Speeds up addon development learning curve Leverages Microsoft Windows form development experience Forms designer Helps to generate code for new events -> event driven development experience 2012 SAP AG. All rights reserved. 25

26 Extensibility & Supportability Enhancement UI API Object Level Events Description The UI API has simplified the handling of events in SAP Business One using Object Level Events. Maintaining code and developing new code will become easier to manage as coding increases. UI API Column Setting The functionality of fixing columns in SAP Business One in some forms has been extended to the UI API to benefit all partners who would like to leverage this feature in the SDK. DI API Exposure A number of DI API objects have been exposed SAP AG. All rights reserved. 26

27 Technical Infrastructure

28 System Landscape Directory (SLD) License Manager Settings Enhancement: New SLD service for security configuration and server management. SLD service added to Server Tools installation and replaces current security configuration process. Backward compatible for partner addons Benefit: Centralized environment for security & server management Better security management 2012 SAP AG. All rights reserved. 28

29 Single Sign On (SSO) SAP Business One Login Options: A. Login to B1 client with B1 credentials (original approach) B. Bind windows account with B1 user, then login to B1 client with windows domain credentials C. Bind windows account with B1 user, then no credentials are needed when logging into B1 client if the windows session is opened by the bound windows account. Step 1: Enable Single Sign On via SLD Step 2: User setup Bind with domain user Check for option B & C Only activated when Step 1 is enabled. One domain user can only be bound with 1 B1 user per company DB. You can change binding to another domain user. Step 3: Login for Normal User Can input domain user / pwd for option B Once the checkbox is checked, user doesn t need to input user id and password for option C. The logon screen won t appear for next logon, B1 will be launched directly with last company and current domain user. If the machine is not in a domain, the checkbox will be hidden SAP AG. All rights reserved. 29

30 64bit Support for SAP Business One Enhancement: Native 64bit Business One Client utilizes all of the available memory on a client system. 64bit client released together with 32bit edition. Supports 64bit DIAPI and UIAPI Supports 64bit SAP addons -> Payment Engine, Outlook Integration, EFM Supports 64bit SDK for add-on migration Benefit: Supports high memory consuming transactions such as DB upgrades, Revaluation reporting etc Bigger cache and better performance especially when running huge reports Supports a greater range and more powerful partner solutions / add-ons Better server side processing via 64bit DI API Ability to integrate with 64bit applications, such as 64bit Microsoft Office Solves some sizing & crashing issues due to more memory 2012 SAP AG. All rights reserved. 30

31 Technical Infrastructure Enhancement Description Security Compliance & Data Privacy SAP Business One supports a standard encryption communication channel between the license server, B1 client and DI API addons complying with local and global regulatory mandates for data security and privacy. To safe guard against brut force attacks and security breaches, the system now supports dynamic keys and salted hash user passwords. Any administration and configuration changes will also be stored in a log file for audit purposes. Different Database User for each Company Database There is a new Database User per Company credential during the creation of a SAP Business One company database. This Database User can only access this company database and common database. Accessibility Standard To ensure that the ability to access SAP Business One is available to as many people as possible, such as people with disabilities or special needs, SAP Business One is now aligned with SAP s Product Standard Accessibility requirements enforced by the Product Innovation Lifecycle (PIL) process. Data-Structure Length for Monetary Reporting SAP Business One supports a greater data structure length for specific monetary fields in reports such as the Trial Balance report. This will support currencies with large decimal place requirements and ensure more accurate reporting on financial figures SAP AG. All rights reserved. 31

32 Life Cycle Management

33 Remote Support Platform 3.0 Four key elements for Remote Support Platform 3.0 for SAP Business One Task templates and immediate execution Change configuration using available tools Easy to set-up and flexible backup solution First test, prepare then run the upgrade PowerShell backup upgrade Create tasks from templates with minimum required setup Release to customers and receive feedback as soon as tasks are generated Further automation of maintenance tasks via Scripting Language Easily run repetitive DI scripts by embedding them into the PowerShell to execute automatically Add users and manage VAT changes via RSP extended tasks Choose among various backup options: full, differential or delta Set additional tasks ie. consistency checks to be executed prior to backup Backup SAP Business One attachments automatically Pre-upgrade tool always downloaded automatically by RSP Run upgrade test on company DB silently Upgrade performed only when database is ready 2012 SAP AG. All rights reserved. 33

34 2012 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, PowerPoint, Silverlight, and Visual Studio are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, z10, z/vm, z/os, OS/390, zenterprise, PowerVM, Power Architecture, Power Systems, POWER7, POWER6+, POWER6, POWER, PowerHA, purescale, PowerPC, BladeCenter, System Storage, Storwize, XIV, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, AIX, Intelligent Miner, WebSphere, Tivoli, Informix, and Smarter Planet are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the United States and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are trademarks or registered trademarks of Adobe Systems Incorporated in the United States and other countries. Oracle and Java are registered trademarks of Oracle and its affiliates. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems Inc. HTML, XML, XHTML, and W3C are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology. Apple, App Store, ibooks, ipad, iphone, iphoto, ipod, itunes, Multi-Touch, Objective-C, Retina, Safari, Siri, and Xcode are trademarks or registered trademarks of Apple Inc. IOS is a registered trademark of Cisco Systems Inc. RIM, BlackBerry, BBM, BlackBerry Curve, BlackBerry Bold, BlackBerry Pearl, BlackBerry Torch, BlackBerry Storm, BlackBerry Storm2, BlackBerry PlayBook, and BlackBerry App World are trademarks or registered trademarks of Research in Motion Limited. Google App Engine, Google Apps, Google Checkout, Google Data API, Google Maps, Google Mobile Ads, Google Mobile Updater, Google Mobile, Google Store, Google Sync, Google Updater, Google Voice, Google Mail, Gmail, YouTube, Dalvik and Android are trademarks or registered trademarks of Google Inc. INTERMEC is a registered trademark of Intermec Technologies Corporation. Wi-Fi is a registered trademark of Wi-Fi Alliance. Bluetooth is a registered trademark of Bluetooth SIG Inc. Motorola is a registered trademark of Motorola Trademark Holdings LLC. Computop is a registered trademark of Computop Wirtschaftsinformatik GmbH. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, SAP HANA, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company. Sybase and Adaptive Server, ianywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase Inc. Sybase is an SAP company. Crossgate, m@gic EDDY, B2B 360, and B2B 360 Services are registered trademarks of Crossgate AG in Germany and other countries. Crossgate is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. The information in this document is proprietary to SAP. No part of this document may be reproduced, copied, or transmitted in any form or for any purpose without the express prior written permission of SAP AG SAP AG. All rights reserved. 34