Fundamentalsof SAP Business One Contents SAP AG 2007

Fundamentals基礎知識of SAP Business One Contents: ã SAP AG 2007 n SAP Solutions for Small and Midsize Enterprises (SME) n Additional components額外的組件for SAP Business One n General functions基本(一般)功能in SAP Business One

Fundamentals of SAP Business One: Unit Objectives At the conclusion of this unit本單元結論, you will be able to: n Describe SAP's product offerings(產品種類)for the SME market ã SAP AG 2007 n Discuss the features and technology功能和技術 of SAP Business One n Outline the additional components額外的組件that are available for SAP Business One n Navigate through(瀏覽)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(董事總經理)of a midsize company and want to implement a new software solution to make your business processes more efficient業務流程更有效率. 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在這個主題的總結, you will be able to: ã SAP AG 2007 n Describe SAP's product strategy產品策略for the Small and Medium Enterprise market n Discuss the architecture(體系結構) and features of SAP Business One

SAP's Approach to the SME Market (1) SAP divides the SME market as follows: n Small companies that do not prepare balance sheets 資產負債表 n Advanced高級SMEs n Sophisticated複雜SMEs ã SAP AG 2007 - SAP Business Suite - Sophisticated SMEs - SAP Business All-in-One - SAP Business By Design Advanced SMEs - SAP Business One - Small Companies Services Retail Production Industry n Company size IT complexity Industry Location Large Enterprises ca tio n n Company Size Lo • There is no single, uniform SME market(沒有 單一的，統一的中小企業市 場). Companies vary considerably in terms of

SAP's Approach to the SME Market (2) SAP divides the SME market as follows: n n n Small companies that do not prepare balance sheets(資產負債表) Advanced SMEs Sophisticated(複雜的)SMEs Small companies n Generally do not have specific needs when it comes to business software. In most cases, these needs can be satisfied by the latest Microsoft Office applications. Advanced SMEs n n n Need to be able to model(塑造) and control their business processes using a software system. SAP has developed SAP Business One specially for such companies. SAP Business One is ideally suited to service, wholesale, retail or light manufacturing companies (服務， 批發，零售，輕 製造公司)with 10 to 100 employees, with fewer than 30 professional users. Companies with relatively straightforward business processes may find SAP Business One a perfect fit. Sophisticated SMEs n n n More complex, need a software system that is easy to implement, yet offers a broad range of business functionality(廣泛fàn的業務功能). SAP Business By Design is a complete, adaptable on-demand business solution which gives companies the option of configuring(可以選擇設置)their system with only limited or no onsite IT expertise (現場沒有IT專業知識)or resources. Companies choosing SAP Business by Design are likely to have 100 to 500 employees SAP Business All-in-One especially for midsize companies to provide deep industry-specific functionality(特定行業的功能). Built on the proven ERP application, SAP Business All-in-One solutions also meets the needs of companies requiring adaptation(改編) and customization of complex business processes as their business changes and grows. These companies typically have 100 -2500 employees and maintain a dedicated(一個專門的)IT staff. Large enterprises represent SAP's traditional customer base傳統的客戶群and many are already using the SAP Business Suite. ã SAP AG 2007

SAP Business By. Design (Source: http: //go. sap. com/product/erp/business-bydesign. html) ã SAP AG 2007

SAP Business By. Design (Source: http: //go. sap. com/product/erp/business-bydesign. html) ã SAP AG 2007

SAP Business By. Design (Source: http: //go. sap. com/product/erp/business-bydesign. html) ã SAP AG 2007

SAP All-in-One http: //www. sap. com/solution/sme/software/erp/all-in -one/index. html ã SAP AG 2007

(Source: https: //en. wikipedia. org/wiki/SAP_HANA) ã SAP AG 2007

(Source: http: //whatis. techtarget. com/definition/inmemory-database) ã SAP AG 2007

(Source: http: //searchsap. techtarget. com/definition/SAPBusiness-Suite) ã SAP AG 2007

SAP Business One: Technology (1) 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查詢 User-defined fields User-Defined Values for searches l SDK (programming interface for VB, C/C++, Java) l Integration Toolkit

SAP Business One: Technology (2) SAP Business One n Based on a two-tier client/server architecture兩層客戶/伺服器架構. n The server runs a database server as a central data repository(中央數據儲存庫)(Microsoft SQL Server or IBM DB 2 Universal Database Express Edition ). n Most of the application resides on the client ("fat client"), where processing is carried out locally SAP offers a Software Development Kit軟件開發 具(SDK) for SAP Business One. n Can use this kit to add your own functions programmed in Visual Basic (VB), C/C++, and Java. n SDK runs either on the server or on the client depending on its purpose. An integration toolkit整合 具 n Provides an interface for converting data數據轉換from SAP Business One to XML(可擴展 標記語言) SAP Business One is shipped with a Service Manager and two services n For sending e-mails, faxes, and SMS from SAP Business One (mail service) and creating regular database backups (backup service). SAP Business One provides general一般functions that cover all business areas, as well as Customer Relationship Management (CRM), contact management, and user-defined values formatted searches(格式化搜尋). Country versions are constantly being developed to fulfill country-specific特定國 家requirements. The user interface has already been translated into most major languages, and users can switch between the languages they need. ã SAP AG 2007

SAP Business One Software Development Kit (1) 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 Business One Software Development Kit (2) The SAP Business One Software Development Kit (SDK) consists of the following: n Data Interface Server (DI-Server) u allows you to integrate non-SAP systems n Data Interface Application Programming Interface (DI API) u access to the SAP Business One database n User Interface Application Programming Interface (UI API) u ã SAP AG 2007 provides access to the screen elements in the SAP Business One client

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 合作夥伴門戶網站 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在這個主題的總結, you will be able to: ã SAP AG 2007 n Navigate瀏覽through SAP Business One and choose how the data displays n Configure shortcuts設定快捷方式和您的電腦菜單and your user menu n Customize the main menu according to your authorizations權限 n Use Drag&Relate

Choose Company (1) 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

Choose Company (2) n Administration Choose Company n As long as your user exists in a company, you can switch directly to a different company. n You can also change users without having to exit the system. n. Login for training database and server n User code: manager ; Password: manager OR n User code: manager ; Password: sab 1 n“Current server” n Link to backend server後端伺服器 n MUST NOT CHANGE ã SAP AG 2007

ã SAP AG 2007

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 具欄

Functions in a Form (1) Administration Setup General Users. (2) View System Information menu item, the system also displays some technical information about the field Ctrl+Double-Click Users Setup User Code Winter User Name Sabine Winter Superuser 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顯示參數 n Language n Color Administration System Initialization General Settings on the Display tab n Default Length Unit長度單位 n Default Weight Unit n Date Format, Date Separator日期分隔符 n Time Format n Display Currencies on the Right n Decimal Places, Decimal Separator, and Thousands Separator ã SAP AG 2007

ã SAP AG 2007

User-defined Shortcuts(快捷鍵)and User Menu (1) Tools My Shortcuts Customize, the system allows you to assign the function keys F 2 through F 12 to your most used transactions (2) Tools My Menu Organize… to maintain your 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 (1) 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

Open up an existing sales order record ã SAP AG 2007

Drag “C 2000” to an item in the “Drag & Relate” menu ã SAP AG 2007

Drag&Relate (2) n Drag&Relate is a particularly effective means of linking two business業務objects to create a query n You can limit the authorizations per user for using the reports: Administration System Initialization Authorizations General Authorizations, select General Drag&Relate ã SAP AG 2007

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