SAP Business One 9.0 Overview

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All forward-looking statements are subject to various risks and uncertainties that could cause actual results

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SAP Business One 9.0

Making Business One Easier to Use, Implement, Integrate & Customize

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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

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Agenda (2)

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

Extensibility & Supportability



SAP Business One Studio Suite



SAP Business One Studio



SAP Business One Studio for MS Visual Studio



SDK Enhancements

Life Cycle Management



Remote Support Platform 3.0

Reporting & Analytics



SAP Crystal Reports 2011



SAP Crystal Reports Server 2011

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Bin Locations (1/4)

Enhancement:

Bin Location Setup & Management:



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’

Warehouses

01

02 Sublevels

Zone 1

Zone 2

Zone 3

Area 1

Area 2

Area 3

Area 4

Row 1

Row 2

Row 3

01

02

03

04 Bin 1

Bin 2

02-Z2-A3-R1-1 02-Z2-A3-R1-2

Bin 3

02-Z2-A3-R1-3

Bin 4

02-Z2-A3-R1-4

Bin 5

Bin 6

02-Z2-A3-R2-5 02-Z2-A3-R2-6

Bin 7

02-Z2-A3-R2-7

Bin 8

Bin 9

02-Z2-A3-R3-8 02-Z2-A3-R3-9

Bin 10

02-Z2-A3-R3-10

Bin 11

02-Z2-A3-R3-11

Bin 12

02-Z2-A3-R3-12 (Bin location codes)

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Bin Locations (2/4)

Enhancement Cont:

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

 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’

Issue allocation per WH

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Bin Locations (3/4)

Enhancement Cont:

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

Displays breakdown of

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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

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Inventory Counting (1/2)

Enhancement:

 New end to end Inventory Counting process

Cycle Counting Enhancements:

 Cycle Count Recommendations are linked to stock taking process

 Define more flexible count frequencies and set reoccurrences for these frequencies

 Define inventory cycles per warehouse , bin location or item level

 Receive alerts for items due for inventory taking

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

 Ability to freeze items while counting

 Directly post stock take records without the counting process.

New End to End Process for Stock Counting:

A items

6 times / year

B items

6 times / year

C items

1 time / year

Cycle Count Alert for A items

Cycle Count Determination

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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

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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

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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 E-mail 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

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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

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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:

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Cancellation of Marketing Documents

Enhancement:

 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

 Saves time with one complete cancellation step

A/R Invoice

(original posting remains)

A/R Invoice

(reversal posting and quantities)

Document status is updated -> ‘Cancelled’ Document status -. ‘Closed – Cancellation’

A/R Invoice

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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

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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

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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

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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

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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

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SAP Business One Studio Suite

 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

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Extensibility & Supportability

Enhancement

Description

UI API Object Level Events 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.

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System Landscape Directory (SLD)

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

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Single Sign On (SSO)

Step 1: Enable Single Sign On via SLD

Check for option B & C

Step 2: User setup – Bind with domain user

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.

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.

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.

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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

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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

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 Pre-upgrade tool always downloaded automatically by RSP

 Run upgrade test on company DB silently

 Upgrade performed only when database is ready

Remote Support Platform 3.0

Four key elements for Remote Support

Platform 3.0 for SAP Business One

backup

Easy to set-up and

flexible backup solution

 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

PowerShell

 Easily run repetitive DI scripts by embedding them into the PowerShell to execute automatically

 Add users and manage VAT changes via RSP extended tasks

Change configuration

using available tools

Task templates and

immediate execution

 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

First test, prepare

then run the upgrade

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