SAP Business One Basics
Contents:
 What is SAP Business One?
 Integrated Processes in SAP Business One
 Getting Started with SAP Business One
Business Example
 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.
Basics: Purpose
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
What is SAP Business One: Unit Overview
Diagram
SAP Business One Basics
Topic 1: What is SAP Business One?
Topic 2: Process Integration
Topic 3: Getting Started
What is SAP Business One?
System Configuration
Master data
Warehouse management
Purchasing
Outbound
logistics
Inbound
logistics
Production
Financial controlling
Marketing
&
Sales
Service
SAP Business One: A True ERP System
!
?
Sales
Services
SAP Business One is an ERP
system.
Integrates
Finance
Operations
business functions
seamlessly
Uses
master data to avoid
duplication of data
Executive
Sales
Real
2380989
Operations
Services
Finance
Analytics
One Business. One System
time operation
Customizable
to fit customer’s
business processes
SAP Business One: Technology
Easy
to Use
Client






End-to-end solution
Simple navigation
Fully integrated with Crystal Reports
Drill-down reporting
Drag&Relate
Integrated with Microsoft Office
SDK
 2-tier client/server architecture
Architecture
Server
B1 Integration
Platform
SDK
Services
Data
base
Flexible
Mail
Backup
RSP
("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++,
Interfaces
Java)
 B1 Integration Platform (B1iSN)
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
Channel Partner
Portal
Solutions
 Release Planning
 Features and Functions
 ...
Marketing & Sales
 Marketing Resources
 Sales Tools
 Competitive Information
 ...
Solution Development
 Software Development Kit
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.
Process Integration: Unit Overview Diagram
SAP Business One Basics
Topic 1: What is SAP Business One?
Topic 2: Process Integration
Topic 3: Getting Started
SAP Business One - Integration
System Configuration
Master data
Warehouse management
Purchasing
Outbound
logistics
Inbound
logistics
Production
Financial controlling
Marketing
&
Sales
Service
SAP Business One: Process Integration
Sales Process
MRP Process
Purchasing
process
Production
Process
Service process
Demo and Discussion of Process Integration
Process Integration: Topic Summary
Key points from the Process Integration topic:
 Basic processes in SAP Business One include:





Purchasing
Sales
Inventory
Production
Service
Getting Started:
Unit Overview Diagram
SAP Business One Basics
Topic 1: What is SAP Business One?
Topic 2: Process Integration
Topic 3: Getting Started
Choose Company
Main Menu
Company
OEC Computers
Sales manager
Modules
User
Drag & Relate
Administration
Financials
Sales Opportunities
Sales – A/R
Purchasing – A/P
Administration  Choose Company
Business Partners
Banking
Inventory
Production
MRP
Server
Service
Human Resources
Reports
Company Databases
My Menu
Menu Bar and Toolbar
File
Edit
View
Data
Goto
Modules
Tools
Window
Help
Menu Bar
Toolbar
For navigating between
data records
General
Print Preview
Export to MS-EXCEL
Find
Print
Export to MS-WORD
Add
Send E-mail
Export to PDF
First Data Record
Send SMS
Launch Application
Previous Record
Send Fax
Lock Screen
Next Record
Last Data Record
Functions in a Form
Selection List
Dropdown List
Link Arrow
Business Partner Master Data
Code
Name
Currencies
Ctrl+Double-Click
Original Description:
Mobile Phone
New Description:
?
Bold
Italics
Tel 1
Tel 2
Mobile Phone
Fax
Email
Customer
Personalize windows and settings
Main Menu
OEC Computers
Sales Manager
Modules
Drag & Relate
User-defined Shortcuts
My Menu
Forms
Reports
Customize
Queries
Links
Allocation
Shortcut
User-defined
Menu
F2
List
Current Window
Module
Window
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
OK
Cancel
Allocate
Remove
Customize Main Menu
Main Menu
OEC Computers
Sales manager
Modules
Drag & Relate
Administration
Financials
My Menu
Form Settings – Main Menu
Menu Item
Visible
Sales Opportunities
Sales – A/R
Administration
Purchasing – A/P
Financials
Business Partners
Banking
Sales /AR
Inventory
...
Production
MRP
Service
Human Resources
Reports
Manually choose
the menu items you
want to display.
Apply Authorizations
Display only modules and menu
items the user is authorized for.
Master Data Concept
Business Partners




Addresses
Payment Terms
Price lists
Control Account
Items





Inventory Accounts
Warehouses
Item Groups
Item Properties
Price lists
Common Data Structure for Marketing Documents
General
Document
Data
Business Partner
No.
Name
Status
Contact Person
Posting Date
Contents
Document
Content
Logistics
Accounting
Item/Service
1
2
Item/Cat. No.
Quantity
Ship to
Pay to
Shipping Type
…
General
Information
(Footer)
Buyer/Sales Person
Journal Remark
Payment Terms
Tax Information
Total Before Disc.
% Discount
Remarks
…
Total Payment Due
Row Type in Sales and Purchasing Documents
Contents
Select
Type
T
S
Form SettingsTable Format
S
Item No.
Item Description
Quantity
Price
A1005
Color Printer
1
14,76
214,76
A1006
Ink Jet Printer
1
19,99
99,95
The item A1006 will be sold out soon!
Subtotal Printers
Total (LC)
314,71
A1001
Black Cartridge
10
7,50
75,00
A1006
Color Cartridge
Subtotal Cartridges
10
9,10
91,00
166,00
In the documents of Sales and
Purchasing, you can choose the row’s
type.
Total before Discount
480,71
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
Drag&Relate
SAP Business One
OEC Computers
manager
Item Master Data
Drag and Relate
Sales / AR
Sales Quotation
Sales Quotation Details
Sales Order
Sales Order Details
Item Number
Description
Foreign Descrip.
Item Type
Item Group
Price List
M00001
Mouse Pad
Items
Accessories
01 Purchase Price List
Delivery
Delivery Details
Returns
Return Details
A/R Invoice
A/R Invoices Details
A/R Credit Memo
A/R Credit Memo Details
List of all quotations for item M00001
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
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
Exercises for Getting Started
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