Fundamentals of SAP Business One Contents SAP AG

Fundamentals of SAP Business One Contents: ã SAP AG 2007 n SAP Solutions for Small and Midsize Enterprises (SME) n Additional components for SAP Business One n General functions in SAP Business One

Fundamentals of SAP Business One: Unit Objectives At the conclusion of this unit, you will be able to: ã SAP AG 2007 n Describe SAP's product offerings for the SME market n Discuss the features and technology of SAP Business One n Outline the additional components that are available for SAP Business One n Navigate through SAP Business One and choose how the data displays

Fundamentals of SAP Business One: Business Scenario n ã 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: ã SAP AG 2007 n Describe SAP's product strategy for the Small and Medium Enterprise market n Discuss the architecture and features of SAP Business One

SAP's Approach to the SME Market Company Size Sophisticated SMEs - SAP Business All-in-One - SAP Business By Design Advanced SMEs - SAP Business One - Small Companies Services Retail Production Industry ã SAP AG 2007 n Company size IT complexity Industry Location - SAP Business Suite - ca tio n n Large Enterprises Lo There is no single, uniform SME market. Companies vary considerably in terms of

SAP Business One: Technology Easy to Use Client l l l SDK Architecture Server Integration Toolkit SDK Flexible Data base Services Mail Backup Interfaces ã SAP AG 2007 End-to-end solution Windows look & feel Simple navigation Drill-down reporting Drag&Relate Integrated with Microsoft Word and Microsoft Excel l 2 -tier client/server architecture ("fat client") l Win 32 based, C++ l Different database options l Version check l l l Easy to configure Search helps Forms Queries User-defined fields User-Defined Values for searches l SDK (programming interface for VB, C/C++, Java) l Integration Toolkit

Additional Components for SAP Business One: Topic Objectives At the conclusion of this topic, you will be able to: n ã 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 ã SAP AG 2007

SAP Add-ons for SAP Business One 2007 ã n Advanced Layout Designer n Copy Express n MS Outlook Integration n Payment Engine n Fixed Assets n Format Definition n Intrastat (European Union) n Only for Germany: SAP AG 2007 u DATEV-FI Interface u 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 Partner. Edge Global Channel Partner Portal Solutions • Release Planning • Features and Functions • . . . ã 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: ã SAP AG 2007 n Navigate through SAP Business One and choose how the data displays n Configure shortcuts and your user menu n Customize the main menu according to your authorizations n 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 ã SAP AG 2007 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 ã 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 Defaults Sales Branch New York Department Sales New Descr. : Add ? Bold Italics User code (8 char) Winter [Form=20700 Item=13 Variable=1 OUSR, USER_CODE ã SAP AG 2007 Cancel Selection List Dropdown List

Display Parameters n Language n Color n Default Length Unit n Default Weight Unit n Date Format, Date Separator n Time Format n Display Currencies on the Right n Decimal Places, Decimal Separator, and Thousands Separator ã 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 ã 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. ã SAP AG 2007

Drag&Relate SAP Business One Busy_Ones_5(1 -10) manager Sales / AR Delivery Notes Delivery (Rows) Invoices (Rows) Quotations (Rows) Returns Return (Rows) Orders (Rows) Credit Memos Credit Notes (Rows) Sales Persons Purchasing / AP AP Invoices (Rows) Purchased Item EAN Code Item Number M 00001 Description Bed (Metallic Design) Sales Item WH Item Descr. in Foreign Item Grouping Bedroom Furniture Manufacturer Meubles Antiques Fixed Assets SWW Purchase Price List Procurement Data Sales Data EUR 374. 40 WH Data Regular Vendor Unit of Measurement for Purch. Unit 1 Items per purchase unit Height Volume Weight Packing Unit Quantity per Packing Unit 1 Customs Group Customs Exempt 0, 00 Tax Liable Input Tax 16 % 16, 00 Expense Account OK 608000 Properties Length Width Dirk 1 Originator Catalog No. Restrictions Expenses for Goods Cancel Goods Receipt (Rows) Purchase Orders (Rows) Purchase Credit Memos (Rows) Purchase Returns Business Partners Contacts ã SAP AG 2007 List of all quotations for item M 00001 Details

Fundamentals of SAP Business One: Unit Summary You are now able to: ã SAP AG 2007 n Describe SAP's product offerings for the SMB market n Discuss the features and technology of SAP Business One n Outline the additional components that are available for SAP Business One n Navigate through SAP Business One and choose how the data displays