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Documento para presentar la version 8.8 de SAP bussines one
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SAP Business One 8.8
Release Family
Refined. Simplified. Faster!
August 2012 All SAP Business One 8.8 Release Family Enhancements up to and Including
SAP Business One 8.81 & SAP Business One 8.82
Target Audience:
Existing SAP Business One customers and partners
who want to know what is new and how they can benefit from it!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 2
Ease-of-Use
Business Processes
Crystal Reports and Analytics
System Architecture and Performance
Implementation and Maintenance
Integration and Collaboration
Cover additional Legal Requirements
Introducing SAP Business One 8.8
Our Focus
Higher productivity
Lower total cost of ownership
More fun to work with!
Results
SAP Business One 8.8 is available for any customer with a valid maintenance contract
Part of Maintenance
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 3
How Does SAP Business One 8.8 Benefit You?
System Architecture
and Performance
Implementation
and Maintenance
Crystal Reports
and Analytics
Business Processes
Ease-of-Use Higher Productivity New UI, intuitive system messages and troubleshooting
Simplified Reporting Full integration with industry leading reporting solution, easy to use, implement and manage
Faster System Response Unified code base, system engines, application performance improvements and new data archiving tool, master data clean-up wizard
Lower TCO Remote support platform, upgrade wizard, solution packager, express configuration, software development kit, electronic file manager
Integration
and Collaboration
Increased Connectivity Out-of-the-box scenarios within SAP portfolio, tool to connect, extend and complete your solution
Enhanced Business Control Negative invoices, down payment, units of measure, control accounts, available-to-promise, aging report, automatic account allocations, recurring activities, credit memo enhancements, reopen order, request for quotation, procurement confirmation, recurring transactions, journal entry preview, extended project information, BSP, basic cost accounting, pick and pack, payment wizard, dunning, blanket agreements, campaign management, make to order, MRP, calendar, activity and service call management
Legal Requirements Additional Legal Coverage BIC/SWIFT & SEPA, extended production posting, fixed assets history sheet, IFRS, tax code determination, user access log
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 4
Innovations Delivered with 8.8
Cockpit
Dashboards
Mobile Capabilities New User Experience: Mobile App Mobility based on integration component
Individual Work Center View, search, organize, and perform tasks in a personalized work center
Graphic Charts and Speedometers Present transactional data in graphic form
Integration Framework Integrate Systems B1i Framework platform to integrate systems
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 5
What Customers and Partners say
Performance has significantly improved in 8.8. Our initial tests for a customer specific situation showed that the choose-from-list which could take 8 sec to display before, now only takes 3 sec in 8.8. Further, entering a
sales order with 100 lines in this specific site seems to take half the time as before.
Boyum IT, SAP Business One Channel Partner in Denmark.
I have noticed a few changes immediately. The first thing is the new pretty colors. The background is soothing to
the eyes, and the new menu colors and icons have a nice updated look. The second thing is the new system message that appears at the bottom of the screen. Integration of Crystal Reports, data archiving, use of
multiple units of measurement, Tax Deducted at Source (TDS) features are all very helpful. Overall, the readability
is much improved on marketing documents. In short, I am greatly impressed by SAP Business One 8.8.
Spectra Computech, SAP Business One customer in India
With the new upgrade wizard, there is less preparation and work for us to upgrade our customers. It is a well
secured and robust. The first customer we upgraded was done in 4 hours, including technical upgrade, set up of configuring additional topics (bank statement processing, crystal reports) and instruction on new
functionalities.
Mick de Valk, Asecom, SAP Business One Channel Partner in the Netherlands
One of the big advantages of the new version is the possibility to enter a negative invoice. The total value of deposit that customers return to us is sometimes higher than the purchase amount. Previously we had to make an
invoice as well as a credit invoice.
Schulp Vruchtensappen, SAP Business One customer in the Netherlands
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 6
How Does SAP Business One 8.8 Benefit You?
System Architecture
and Performance
Implementation
and Maintenance
Crystal Reports
and Analytics
Business Processes
Ease-of-Use Higher Productivity New UI, intuitive system messages and troubleshooting
Simplified Reporting Full integration with industry leading reporting solution, easy to use, implement and manage
Faster System Response Unified code base, system engines, application performance improvements and new data archiving tool, master data clean-up wizard
Lower TCO Remote support platform, upgrade wizard, solution packager, express configuration, software development kit, electronic file manager
Integration
and Collaboration
Increased Connectivity Out-of-the-box scenarios within SAP portfolio, tool to connect, extend and complete your solution
Enhanced Business Control Negative invoices, down payment, units of measure, control accounts, available-to-promise, aging report, automatic account allocations, recurring activities, credit memo enhancements, reopen order, request for quotation, procurement confirmation, recurring transactions, journal entry preview, extended project information, BSP, basic cost accounting, pick and pack, payment wizard, dunning, blanket agreements, campaign management, make to order, MRP, calendar, activity and service call management
Legal Requirements Additional Legal Coverage BIC/SWIFT & SEPA, extended production posting, fixed assets history sheet, IFRS, tax code determination, user access log
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 7
Enhancements
Release 8.8 introduces a new user interface
with a fresh look and feel based on extensive
customer research
Rich in color, texture and dimensionality
Improved graphics and images
New UI aligned with SAP brand
Flexible switch between old and new
styles
Benefits
Engagement of the users on a more
emotional level due to the modern and
attractive look
More usable and fun to work with
New Fresh User Interface
Improved User Experience!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 8
Enhanced System Message Handling and
Online Help
Online Help
More context-sensitive help topics added
Description of symptoms and solutions in
Online Help
Task-oriented resolution descriptions
System Message Log
Enhanced traceability of message history
Direct links to relevant help sections
Improved message text
Faster Troubleshooting through Self-Support!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 9
How Does SAP Business One 8.8 Benefit You?
System Architecture
and Performance
Implementation
and Maintenance
Crystal Reports
and Analytics
Business Processes
Ease-of-Use Higher Productivity New UI, intuitive system messages and troubleshooting
Simplified Reporting Full integration with industry leading reporting solution, easy to use, implement and manage
Faster System Response Unified code base, system engines, application performance improvements and new data archiving tool, master data clean-up wizard
Lower TCO Remote support platform, upgrade wizard, solution packager, express configuration, software development kit, electronic file manager
Integration
and Collaboration
Increased Connectivity Out-of-the-box scenarios within SAP portfolio, tool to connect, extend and complete your solution
Enhanced Business Control Negative invoices, down payment, units of measure, control accounts, available-to-promise, aging report, automatic account allocations, recurring activities, credit memo enhancements, reopen order, request for quotation, procurement confirmation, recurring transactions, journal entry preview, extended project information, BSP, basic cost accounting, pick and pack, payment wizard, dunning, blanket agreements, campaign management, make to order, MRP, calendar, activity and service call management
Legal Requirements Additional Legal Coverage BIC/SWIFT & SEPA, extended production posting, fixed assets history sheet, IFRS, tax code determination, user access log
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 10
Basic Units of Measure
Enhancements:
Usage of different units of measure (UoM) in
Purchasing documents
Sales documents
Warehouse
Definition of standard UoM for sales and
purchasing in the item master data and ability to
change the standard UoM (even when
transactions exists)
Ability to manually overwrite UoM in marketing
documents*
Benefits:
Support of more customer processes
Increased flexibility for units of measure
Enhanced basis for Add-On functionality
*please note that it is not possible to define separate price lists
Purchasing
10 x
Bale (10kg)
Warehouse
2000 x
Ball of wool (50g)
Sales
5 x 10-pack (500g)
Sales
15 x Set 1 (600g)
Sales
25 x Set2 (300g)
Adaptable for Your Needs!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 11
Accounting & Financials
Enhancements:
Optimized aging report
Newly designed single
interactive screen with drill down
capabilities
Flexible definition of Intervals
Ability to group by sales
employee or vendor
Ability to show/hide future remit
Improved gross profit calculation
Gross profit calculation for
service documents
Ability to modify gross profit in
existing documents
Ability to calculate gross profit
and present results in sales and
assembly bill of materials (BOM)
Better Support For Your Account Receivable Processes!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 12
Further Business Logic improvements
Accounting & Financials
Enhancements:
Improved control accounts on
document level
Automatic system reconciliation of key
allocation accounts which include:
Inventory Allocation,
Work in Progress,
Deferred Tax Interim,
Down Payment Allocation
accounts.
Additional change log for house banks,
tax groups, freight and more
Benefits:
Ability to distinguish between different
control accounts at document level
Allows simple reporting of open
transactions at any point in time
Increased scope for audits
Flexible Accounting to Meet Your Needs!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 13
Banking
Enhancements:
Automatic import of bank statements
Overall improved user experience for
Bank Statement Processing
Payment wizard enhancements:
Cash Discount information on
Payment Wizard
Recommendation Report
Greater control in activating
Payment Methods
Simplified setup for Payment
Methods & Business Partner
payment terms
Handle Bank Charges %
Additional grouping & filter
options
Overall improved usability
Improved gross profit calculation
Gross profit calculation for
service documents
Ability to modify gross profit in
existing documents
Ability to calculate gross profit
and present results in sales and
assembly bill of materials (BOM
Overall improve usability and optimize liquid assets!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 14
Further Business Logic improvements
Banking
Enhancements:
Payment wizard enhancements:
New Payment Order Run
Generate outgoing bank files
with no need to generate a
standard payment document
Create payment rows manually
and send via bank file
including Payment on Account
New Payment Order Run flag
in marketing documents
indicate the document is
included in the open Payment
Order Run
2 new Open Payment Order
Reports - by BP and by
Payment Wizard run
Streamline outgoing bank file payment process!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 15
Bank Statement Processing (BSP)
Enhancements
Improve overall usability!
Enhancement Description
Quick Key proposal line insert of proposal line payment balance Quick Key to be added to enable the user to insert the remaining unapplied
balance of a bank line by selecting Ctrl-b key sequence.
Automatic Bank Code and Bank Account learning Automatic update of Bank Code and Bank Account details where unambiguous
so that on next BSP run the relevant BP will be automatically identified.
Active bank line to be placed at top of screen after proposal To ensure user is aware of proposal lines that were generated.
Default for Document Date to be held in banking setup This consistently completes existing default functionality.
Row Date to default to Statement Date This should be done visibly instead of by default if a Row Date was not entered.
Differentiation between imported and entered/adjusted lines To assist the support process. An imported line has no manual changes since
import.
No. field to be read only and new period field on Bank
Statement Summary
Easier for user to identify historic statements.
Ability to change details on finalized bank statement For Example, the fields Bank Statement No. and Statement Date
Ability to see G/L account name in proposal lines Will expedite user manual entry efficiency.
Reconciliation date for the special Belgian localization posting Required to avoid a scenario where BSP unnecessarily fails.
Restrict Posting Proposals to be Less than or Equal to BSP line
Posting Date
To prevent illogical scenarios that are not able to be reconciled.
Add Manual Matching Functionality for Interim Account External
Reconciliation Matching
Extend existing functionality consistently over relevant screens.
Details field contents to be passed to consolidating JE for BE
localization
Contents of Details field for each BSP line to be passed to corresponding line in
the consolidating JE.
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 16
Available to Promise Inventory Status (ATP)
Enhancements:
Overview of forward-looking inventory
projections based on production or purchase
orders
User-friendly access with right click in each
document (e.g. access while processing
marketing documents)
Enhanced item availability check
Benefits:
Enhanced control of your inventory through
increased transparency into current and future
stocks
Ability to make accurate commitments to
customers as to when a product can be
delivered
Elimination of the risk of stock-outs
Accurate Customer Delivery Planning!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 17
Sales and Purchasing
Enhancements:
Detailed address storage in marketing
documents
Item availability now includes basic ATP
report
Enhancements in document generation
wizard
Partial delivery capabilities
More sorting criteria and settings
Ability to copy exchange rate to target
document
Enhanced down payment request
Introduction of interim account
Partial payments functionality
Ability to close partially paid
down payments
Interactive down payment to
draw window screen
Increased Flexibility to Fulfill Your Needs!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 18
Further Business Logic improvements
Sales and Purchasing
Enhancements:
Post dunning fees and interest
automatically
Create Credit Memos without
inventory movement
Create Credit Memos for A/R
Reserve Invoices
Flexible posting date for Goods
Receipt POs and Goods Returns
Benefits:
Streamlined dunning process and
lower cost of dunning
Month end closing transactions can
be posted on the correct date
Credit Memos do not affect inventory
movements
More flexible credit process
Increased Flexibility to Fulfill Your Needs!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 19
Inventory
Enhancements:
Pick and pack:
Ability to release quantity to fall in
negative inventory
Credit limit check
Allocate and update serial and batch
items within the pick and pack
process
Print serial and batch information
and back order quantities on pick
lists
Create automatic deliveries in the
pick and pack manager
Create manual A/R invoices in the
pick and pack manager
Clear consolidation rules for
deliveries
Enhanced selection criteria and print
layouts
Sales Order Sales
Order Sales Order
Pick list
1.~~~~~~~~~~~~~
2.~~~~~~~~~~~~~
3.~~~~~~~~~~~~~
.
:
1. Inkjet Printer
Serial No 190992039
2. Laser printer
Not available
Berlin London
Back order
transparency
Consolidate delivery
by Ship To address
Streamline the pick and pack process!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 20
Further Business Logic improvements
Inventory
Enhancements:
Serial and batch numbers:
Allocate Serial Numbers to Sales
Orders, AR Reserve Invoices &
Inventory Transfer Requests
New Allocated and Allocated to
Document fields in the serial number
selection screen
Target documents inherit serial number
selection
Supports and enhances the automation
of the Return to Open Order
functionality
Handling of batches in multiple
warehouses as one object
Streamlined handling
More Flexibility to Operate the Way You Want!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 21
Support for Negative Totals in
A/P and A/R Documents
Enhancements:
Support of negative totals in marketing
documents
Support of negative lines in more document
types (e.g. Invoices)
Benefits:
Direct creation of invoice documents, without
checking in advance if the balance due is
positive or negative
No need for creating additional credit notes for
negative amounts anymore
Note: Negative lines is enabled globally. Negative totals are supported in all
countries except Israel, Mexico, Chile, Costa Rica, Guatemala and Panama
Simplify Your Accounting Processes!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 22
Recurring Activities
Enhancements:
Ability to create recurring activities for phone
calls, meetings and tasks
Edit single activities or recurring activities
Back/Next button to step to the single instances
of a recurring activity
Exposed new fields to SDK DI API
Week numbers display in calendar
Benefits:
Easier management of recurring meetings
Combine easy handling of recurring activities
with ability to track each single activity
Platform for further enhancements, e.g. MS
Outlook integration
Better Customer Management with Less Effort
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 23
Reopen Order for Redelivery
Business Scenario:
Items are returned for redelivery
Reopen the original sales/purchase order to
process a subsequent delivery
Enhancements:
Reopen sales or purchase order when
returning goods
Increase open quantity of item in sales or
purchase order according the quantity in the
return
New behavior can switched on or off
Benefits:
Reduce the need to have duplicate orders
Easier and more transparent handling of
subsequent delivery when goods are
returned
Streamlined Processes
Sales Order:
Status: Closed
Open Qty: 0
Sales Order
Qty: 10
Delivery 1
Qty: 10
Initial Sales Process:
Return (based on delivery)
Return
Qty: 3
Sales Order:
Status: Open
Open Qty: 3
Sales Order:
Status: Closed
Open Qty: 0
Subsequent delivery of open quantity:
Delivery 1
Sales Order Delivery 2
Qty: 3
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 24
Enable in Document Settings for sales and purchase orders separately:
Document Sales Order
Document Purchase Order
Choose whether the function is automatic or user decision
Reopen Order for Redelivery
Document Settings
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 25
Reopen Order for Redelivery
Example
Important:
Delivery must be status = open
(invoice not created)
to create a based return
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 26
Request for Quotation
Overview
Enhancements:
New marketing document type Purchase
Quotation
Ability to maintain many vendors and a default
vendor for each item master
Ability to create purchase quotation from Sales
Order
New Purchase Quotation Generation Wizard
Benefits:
Supports users while requesting new prices
and delivery dates from vendors
Supports users while choosing the best option
Reduces costs, increases quality and on-time
delivery
Good basis for SSPs to develop additional
branch specific functionalities
Improve Effectiveness of Purchasing Team
Purchase Quotation
Generation Wizard
Purchase
Quotation 1
Purchase
Quotation 2
Purchase
Quotation n
Update
PQ 1
Update
PQ 2
Update
PQ n
Create Purchase
Order
Get data
from vendors
Pick optimal
vendor
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 27
Save Time and Money
Procurement Confirmation
Enhancements:
Automatic creation of purchase quotations or
orders directly from sales orders
Purchase quotations or orders can include
part or all of the items from the sales orders
Procurement Confirmation Wizard
automatically starts on Sales Orders marked
as procurement document
Collect and combine multiple sales orders for
Procurement Confirmation Wizard
Benefits:
Saves time with the procurement process
Saves shipping costs, as several Sales
Orders can combine into one Purchase
Order
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 28
Recurring Transactions for
Marketing and Inventory Documents (1)
Enhancements:
Automatic creation of recurring
transactions for marketing and inventory
documents
Ability to choose recurring cycle and end
date
Reminder for important transactions
Link recurring transactions to service
contract
Benefits:
Easier handling of periodic documents
E.g. Quarterly invoices for service
contracts, rates, fees, lease, constant
replenishment,
Increase Automation and Save Time
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 29
Recurring Transactions for
Marketing and Inventory Documents (2)
Annual contract with
customer based on a
monthly rate
Create a
template
Recurring transactions template
Template
Name
Transaction
Type
Recurrence
Period Start Date Valid Until
Server
Maintenance A/R Invoice Monthly 01.01.2011 01.12.2011
...12 Invoices will be triggered during the period
Invoice Invoice Invoice Invoice Invoice Invoice Invoice Invoice Invoice
Ex
ec
ute
Tra
ns
ac
tion
s...
Example:
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 30
Journal Entry Preview
Enhancements:
Simulate a journal entry before a
document is added to the database
Includes G/L accounts and Cost Center
distribution
Benefits:
Enable users to check journal entry prior
to posting
Risk-free learning of system behavior
Reduces system implementation time
Journal entry posting more predictable
Avoid Posting Issues
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 31
Extended Project Information
Enhancements:
Extended project information to major
types of master data and settings
Extended project information to major
business transactions and in journal
entries
Project information for revenue, expense
and inventory accounts
Benefits:
Broader range of information can be
used to plan, manage and calculate
projects
More accurate and transparent project
management
Transparent and Complete Project Handling
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 32
Financials
Transaction Templates
Recurring Postings
Marketing Documents
Freight definition
Freight on row
Freight on header
Freight on header (Brazil)
Extended Project Information
Forms where Project information is added
Purchasing-AP
Landed Costs
Inventory management
Initial Quantities
Inventory posting
Inventory revaluation
Banking
Payment
Deposit-Check
Deposit- Credit card
Postdated Credit Voucher Deposit
Production
Production Order
Bill of Material
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 33
Basic Cost Accounting
Overview (1/3)
Enhancements:
Introduced Multi-dimensions concept
Assign up to 5 dimensions
General Setting
View multi-dimensions in a single column
or individual columns
Block or warn where distribution rule or
project code is missing
G/L Accounts master data extension
checkbox
Enter default value or use above
assignment
Benefits:
Multidimensional assignment
Enforces completion of data
Greater cost and revenue analysis
Enable Cost and Revenue Analysis!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 34
Basic Cost Accounting
Overview (2/3)
Enhancements:
Cost center and Distribution rule master
data extension
Assignment to Dimensions
Active setting to speed up selection
Transactions attached to multiple Cost
centers via Dimensions
Data presented in different views using
Dimensions
Benefits:
Speed up entry of data
Better grouping of cost centers
Multiple views can be generated of the
same data
Data capture in a single location
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 35
Basic Cost Accounting
Overview (3/3)
Enhancements:
Cost Accounting Summary report
Include Journal vouchers
Use of hierarchies for desired
report structure
Budget versus Cost Center report
Reporting per dimension
Cost Accounting Reconciliation report
Cost accounting correction JE
transparent
All new reports are presented in
Crystal Report layouts
Benefits:
Managers see their own data
Supports management decisions
Budget management
Management Decisions Backed up by Real Data!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 36
User Administration Enhancements
Enhancements:
Personalized user experience:
Added Language, Font and Font size
Extended and harmonized field length of User
Name; Sales Employee Name; HR First Middle
and Last Name
Tool-Tip added to show long names which are
not completely visible on the screen
Exposed new length to DI API
Benefits:
Administrator can assign the language, font
and size to the users
Ability to assign profile to user with language,
font and size (instead saving for each client)
Ability to enter and see long names
Personalized User Experience!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 37
Campaign Management (1/2)
Enhancements:
Extension to the CRM function providing a
more powerful end to end CRM process
Campaign Generation Wizard:
New menu option under Business
Partners module
Create new or utilize existing campaigns
Create and maintain target groups for
campaigns
Maintain target groups using external
lists
Ability to specify Target Group, Partner
or Item campaign details
Execute campaigns via Fax, Email, Lists
and URLs
Save specific campaigns for future
execution or re-utilization
Create summary reports
Input Output
Campaign
Wizard
Target Group
Items
Partners
Lists
Fax
URLs for web
campaigns
Campaign Master Data
BP Target List
Item List
Partners
Attachments
Activity
Provide a more powerful CRM process!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 38
Campaign Management (2/2)
Enhancements:
Link back to Sales Opportunities
Track opportunities by Campaign
Drag and Drop emails onto a Campaign
Widget to record follow up to the Campaign
Campaign lists can be generated
Certain campaign measurements recorded
Benefits:
Coordinate, execute and track multi-channel
marketing campaigns
Generate opportunities and leads from
campaigns
Focus on specific target groups
Achieve better targeting and response rates
Enhance the profitability of customer
relationships
Drive better sales opportunities
Provide a more powerful CRM process!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 39
Employee Master Data
Enhancements:
Link Users to Employee Master Data
Link Sales Employees to Employee Master
Data
Assign activities to Employee Master Data
View Employee Master Data activities in the
Calendar
View Employee absences in the Calendar
View Employee development plans in the
Calendar
Benefits:
Greater flexibility in managing Employee
Master Data
Greater transparency and control managing
Employee time
Extends HR management capabilities
More powerful & flexible Employee Management process!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 40
Activities
Enhancements:
Activities can be assigned to Employees
Ability to duplicate Activities
Any BP address may be selected as an
Activity address
Flexible monthly recurring Activities
Flexible annual recurring Activities
Benefits:
Streamlines the creation and
management of activities
Leverage the activity management tool for
the entire organization
More powerful tool for managers
Greater flexibility in managing activities!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 41
Calendar - Service Calls & Tasks
Enhancements:
Ability to schedule Service Calls
View scheduled Service Calls in the
Calendar
View a list of scheduled Service Calls in the
Activity Overview report
Display Task activities in the Calendar
Reminder notice as an Alert is available for
scheduled Service Calls
Benefits:
Greater transparency and management of
scheduled Service Calls & Tasks
More streamlined process for handling and
distributing services calls
Streamline process providing greater visibility and control!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 42
Make to Order
Enhancements:
Automatic creation of Production Orders from Sales
Orders (in addition to Purchase Order and Purchase
Quotation)
Production Order can include part or all of the items
from the Sales Orders
Direct access to the wizard from the Production Menu
where default target document will be Production Order
Collect and combine multiple sales orders for
Procurement Confirmation Wizard
Link between SO and PO will alert user with any
changes
Benefits:
Saves time with the procurement process
Enables efficient production runs as several Sales
Orders can be combined into one Production Order
Greater transparency from Sales Order to Production
Order and vice versa
Increase order fill rate
Shorter lead times result in more satisfied customers
Sales Order Sales
Order Sales Order
Step 1: Identify Customers
Step 2: Select Sales Orders
Step 3: Select Line Items
Step 4: Consolidate several SOs into a single Production Order
Step 5: Preview Results
Step 6: Summary Report
Support demand driven production process!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 43
Blanket Agreement
Enhancements:
Sales or Purchasing agreement between two
parties
Two types of agreements: General & Specific
Define special pricing
Defined agreed items to sell or purchase
Transactions recorded in the agreement
Considered in MRP-runs, cash flow reporting
and the procurement process
Benefits:
More efficient capacity planning process
Estimate long term cash flows / expected
revenue
Provide very competitive fixed pricing
Streamline ordering procedures
Decreased costs, reduce paperwork and save
time
Blanket Agreement
Call off Sales Order
Sales Order
Sales Order
End Date
December 31st
Effective long-term business planning
Start Date
January 1st
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 44
MRP (1/2)
Enhancements:
MRP Wizard:
Future data and pegging information
MRP Run for selected Warehouse
Inventory level fulfillment
Wizard result display enhancement
Past Due & Historical planning
Benefits:
Greater control over MRP parameters
Flexibility to change item selections at MRP Runtime
Greater capability to identify inventory gross
requirements and / or allocations
Transparent production requirements at Warehouse
level
Streamlines and minimizes inventory levels and
associated carrying costs
Increased visibility ensures feasible schedules
Better planning of inventory due to more
sophisticated MRP calculations
More powerful & flexible MRP process!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 45
Enhancements:
Recommendation Report:
Recommendation report enhancement
Purchase Quotations
Alerts for Recommendations
Inventory Transfer Request
3 new options for Calendar Week Display
Forecast:
Forecasting Item Selection
Auto forecast generation base on sales
history and recurring transactions
Benefits:
Broader planning definitions and recommendations
Business process efficiencies and alerts improves
better stock availability
Greater flexibility in the planning periods which allows
production to be completed in a timely manner
Better forecasting enables the user to ensure the
demands are always met without stock outs
MRP (2/2)
Release within (days):
MRP Recommendation Due
More powerful & flexible MRP process!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 46
Enhancement Description
Business Partner & Item Master Data Series The Master Data Series allows users to define a numbering series for Business Partners
(customers & vendors) and Item Master Data. This will enable better efficiency in
maintaining, tracing and managing master data records.
Usability Package The B1 data search and B1 menu search function has been combined. If the cockpit is
disabled, the user can still access this feature.)
Bank Transaction Handling Facility (BTHF) BTHF is merged back into SAP Business One. The messages will now be displayed in the
standard message log format and stored in the history log.
DTW Enhancements New objects/services/properties that have SDK exposure in version 8.82 are also exposed
in the DTW.
Error Messages Error messages documented further.
Users able to send feedback on error messages either for more documentation or
clarification of issue.
Change OBServer folder The temp folder where B1 stores user data is set in the following location:
%temp%\SM_OBS_DLL.
In terminal environments this data is deleted on logging off. A user defined location can be
set now to store the user data. This improves the performance of the DI connection.
Additional Functional Enhancements
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 47
How Does SAP Business One 8.8 Benefit You?
System Architecture
and Performance
Implementation
and Maintenance
Crystal Reports
and Analytics
Business Processes
Ease-of-Use Higher Productivity New UI, intuitive system messages and troubleshooting
Simplified Reporting Full integration with industry leading reporting solution, easy to use, implement and manage
Faster System Response Unified code base, system engines, application performance improvements and new data archiving tool, master data clean-up utility
Lower TCO Remote support platform, upgrade wizard, solution packager, express configuration, software development kit, electronic file manager
Integration
and Collaboration
Increased Connectivity Out-of-the-box scenarios within SAP portfolio, tool to connect, extend and complete your solution
Enhanced Business Control Negative invoices, down payment, units of measure, control accounts, available-to-promise, aging report, automatic account allocations, recurring activities, credit memo enhancements, reopen order, request for quotation, procurement confirmation, recurring transactions, journal entry preview, extended project information, basic cost accounting, pick and pack, payment wizard, dunning, blanket agreements, campaign management, make to order, MRP, calendar, activity and service call management
Legal Requirements Additional Legal Coverage BIC/SWIFT & SEPA, extended production posting, fixed assets history sheet, IFRS, tax code determination, user access log
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 48
Integrated Crystal Reports (1/7)
User Experience
Enhancements:
Seamless integration of industry leading
reporting solution and SAP Business One
Variety of layouts and graphical presentation
options
Improved design capabilities
User-friendly preview options like magnifier,
page browsing, multiple preview windows, etc.
Interactive reporting and drill down (see next
slide)
Benefits:
Simplified reporting and analysis of business
critical information
Easy design of layouts and reports that
completely match your corporate identity style
Faster Information Access and Analysis!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 49
Integrated Crystal Reports (2/7)
Interactive Reporting Analysis
Enhancements:
Zoom-in and out
Find text search option
Direct link from report to SAP
Business One
Drill down capabilities and navigation
with grouped data tree
Export functionality to many formats
(XML, XLS, )
On-report sorting, filtering and
reformatting
Benefits:
Easier and faster information access
Increased transparency
Easy export of data in common
formats for external processing
Drill Down
Better Control of Your Business!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 50
Integrated Crystal Reports (3/7)
Multi-database/ Multi-language
Enhancements:
Multi-database Support for reports and layouts
Assign different companies on database
servers to a single report or layout within
the SAP Business One Report and
Layout Manager
Multi-language Support for reports
Easy translation process through xml
language file export/ import
Benefits:
Build consolidation reports leveraging data from
different database sources
Reduced maintenance efforts in creating and
updating multi-language reports
Support multi language and consolidation of data
Tables from different database connections
used in reports initiate the multi database
feature in SAP Business One
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 51
Integrated Crystal Reports (4/7)
Report and Layout Management
Enhancements:
Centralized access to both PLD and CR layouts
Easy import of CR layouts and reports provided by other
sources (incl. update of data source location)
Export of CR layouts and reports
Master layouts can be used to generate the layouts for
different types of marketing documents
One free Crystal Reports Designer license
Easy definition of selection criteria dialog boxes with
SAP Business One look & feel
Seamless bidirectional integration with CR add-in
Benefits:
Continued support of PLD while transitioning to CR
Easier creation of advanced layouts and reports
Time saving from leveraging reports from other sources
More skilled people available due to industry standard
Easy and fast roll-out of standard reports and templates
to multiple sites and companies
Spend Less Time on Managing Reports!
*PLD: Print Layout Designer
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 52
Integrated Crystal Reports (5/7)
Report and Layout Management
Enhancements:
Report and Layout Manager supports
different types of layouts from different
sources via the SDK interface
Layouts and Reports have merged into one
wizard.
New search function in the Report and
Layout Manager
Benefits:
One-stop-shop to manage all reports/
layouts including 3rd party solutions for
printing and reporting.
Simplified reporting wizard for easy use
Users can quickly find a document type or
report
Spend Less Time on Managing Reports!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 53
Integrated Crystal Reports (6/7)
Print Sequence
Enhancements:
Ability to define a printing sequence as
a default print setting
Ability to print different types of
marketing documents with different
layouts, on different printers, in one
single step, via the new Print sequence
Benefits:
Improved process automation for
printing
Simultaneous printing of different
marketing documents within the same
process (e.g. invoice, sales order
confirmation, packing list & delivery
note, and address label)
Sales Order
Document
Sales Invoice
Document One action prints them all
You can define Print Sequences according to your needs
Invoice Sales Order
Confirmation
Bookkeeper
Colour Printer Sales
BW Printer
Packing List &
Delivery Note
Warehouse
BW Printer
Address Label
Logistics
BW Printer
Optimize Document Printing Flows!
http://imagedirectory.wdf.sap.corp:6080/imagefamily.epx?context=F55FACF5464A4B7C46EE14DD604884B7E106E5A62EA436513F00579612433CF7548C1CE2D7C8C5346B57EC03286775E0F0E96F1F10B17DFB223C8FB3C06E935E9701063DC5AA57B2|E42DF9A5931478C392D11DF86F31BC08http://imagedirectory.wdf.sap.corp:6080/imagefamily.epx?context=F55FACF5464A4B7C46EE14DD604884B7E106E5A62EA436513F00579612433CF7548C1CE2D7C8C5346B57EC03286775E0F0E96F1F10B17DFB223C8FB3C06E935E9701063DC5AA57B2|E42DF9A5931478C392D11DF86F31BC08
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 54
Integrated Crystal Reports (7/7)
Xcelsius (Requires Additional Purchase of License)
Capabilities:
Easy creation of interactive dashboards from Microsoft Excel or a live data source
Export of your dashboard into familiar formats Microsoft Office, Flash (SWF) files, Adobe PDF and Adobe AIR
Embedding of Xcelsius flash objects in your CR layouts and reports, or deployed web services
Real-time data interaction
Move the cursor over the dashboard for interactive experience!
Interactive Analysis for Improved Decision Making!
Interactive Xcelsius model.
Please place in presentation mode (F5).
Benefits:
Display of business data
in stunning visualizations
Increased readers
engagement due to
capability to interactively
explore reports
Faster answer to
business questions and
with fewer reports
Easy to conduct what if
analysis
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 55
How Does SAP Business One 8.8 Benefit You?
System Architecture
and Performance
Implementation
and Maintenance
Crystal Reports
and Analytics
Business Processes
Ease-of-Use Higher Productivity New UI, intuitive system messages and troubleshooting
Simplified Reporting Full integration with industry leading reporting solution, easy to use, implement and manage
Faster System Response Unified code base, system engines, application performance improvements and new data archiving tool, master data clean-up wizard
Lower TCO Remote support platform, upgrade wizard, solution packager, express configuration, software development kit, electronic file manager
Integration
and Collaboration
Increased Connectivity Out-of-the-box scenarios within SAP portfolio, tool to connect, extend and complete your solution
Enhanced Business Control Negative invoices, down payment, units of measure, control accounts, available-to-promise, aging report, automatic account allocations, recurring activities, credit memo enhancements, reopen order, request for quotation, procurement confirmation, recurring transactions, journal entry preview, extended project information, BSP, basic cost accounting, pick and pack, payment wizard, dunning, blanket agreements, campaign management, make to order, MRP, calendar, activity and service call management
Legal Requirements Additional Legal Coverage BIC/SWIFT & SEPA, extended production posting, fixed assets history sheet, IFRS, tax code determination, user access log
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 56
Enhancements:
The source code in multiple areas of the software
has been rewritten to consolidate and streamline
functionalities that has been added over the years
Introduction of Engines for serial & batch,
inventory valuation and gross profit functionality
have been introduced
Benefits:
Increased robustness, stability and performance of
the application for the users, thanks to a lower
complexity in the source code
Enablement of a quicker support delivery of SAP
and its development partners, when source code
changes are required
The new engines are platforms for future
enhancements of SAP Business One capabilities
Part of Source Code Has Been Rewritten
Increased Robustness and Stability
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 57
Single Code Base for all Localizations
[Merged A and B Clusters]
Reduces the complexity of integrating offices around the world
Considerable savings in the deployment effort for installations in
multiple locations
Reduces the cost of supporting and maintaining the software, e.g.
timely fixes and upgrades across locations leads to reliable systems
Same functionality, documentation and online help available globally
Chile
Australia
France
Brazil
Canada
China
Finland Norway
Honk Kong
India
UK
Italy
Japan
Mexico
Denmark
New Zealand
US
Hungary
Spain
Russia
Puerto
Rico
Singapore
Poland
South Africa
South
Korea Israel
Germany
Lower Complexity and TCO for Multi Country Landscapes
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 58
Performance Improvements
Enhancements
Enhancements made to locking of data tables
Optimization of frequently used SQL queries
Introduction of caching and statement pooling mechanism check
Enhanced grid line insertion and progress bar refreshment
Result Examples*
Five users working concurrently in sales and purchasing:
about 80% efficiency improvement through faster system response
Adding based marketing documents: 20-50% faster
Running balance sheet: 80- 90% faster
Copying from marketing documents: 20-40% faster
Choose from lists: 10-20% faster
Depreciation of fixed assets: 97% faster
SDK: retrieving data from cell using new matrix interface: 80% faster
* Results based on benchmark tests in SAP labs
Complete Your Tasks Faster!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 59
Data Archiving
Data Archive Wizard:
Removes chained transactional data related to
closed financial periods from the productive
database
Simulates the run prior to execution with
estimation of database size reduction
Creates a copy of the current database to have
access to historical data
Benefits:
Improved utilization of productive database
Leaner and faster system performance
Lowered TCO:
Faster and smaller backups
Faster upgrade, lower maintenance
effort
Data Archiving removes
transactional data
Productive Database
(Prior to data archive run)
Productive Database
(after data archive run)
Enhanced System Performance and Management!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 60
Master Data Cleanup Wizard
Enhancements:
Wizard for cleaning up master data ensuring
Business Logic is not compromised:
Business Partners
Items (incl. Serial/Batch No History)
G/L Accounts
Projects
Distribution Rules / Cost Centers
Tax Codes
Physically remove or deactivate Master Data with
a log containing record removals or deactivations
Wizard offers recommendations for cleanup
Additional user authorization
Benefits:
Improved usability due to less data mining
Reduction in costs due to less server space
requirements
Remove redundant data with integrity
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 61
How Does SAP Business One 8.8 Benefit You?
System Architecture
and Performance
Implementation
and Maintenance
Crystal Reports
and Analytics
Business Processes
Ease-of-Use Higher Productivity New UI, intuitive system messages and troubleshooting
Simplified Reporting Full integration with industry leading reporting solution, easy to use, implement and manage
Faster System Response Unified code base, system engines, application performance improvements and new data archiving tool, master data clean-up wizard
Lower TCO Remote support platform, upgrade wizard, solution packager, express configuration, software development kit, electronic file manager
Integration
and Collaboration
Increased Connectivity Out-of-the-box scenarios within SAP portfolio, tool to connect, extend and complete your solution
Enhanced Business Control Negative invoices, down payment, units of measure, control accounts, available-to-promise, aging report, automatic account allocations, recurring activities, credit memo enhancements, reopen order, request for quotation, procurement confirmation, recurring transactions, journal entry preview, extended project information, BSP, basic cost accounting, pick and pack, payment wizard, dunning, blanket agreements, campaign management, make to order, MRP, calendar, activity and service call management
Legal Requirements Additional Legal Coverage BIC/SWIFT & SEPA, extended production posting, fixed assets history sheet, IFRS, tax code determination, user access log
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 62
Remote Support Platform (RSP)
Send automatic health check queries
to identify potential system issues
Automatically send fixes to heal
detected issues
Notify partner
Collect information about installation,
data load, disk space usage,
previously performed back-ups etc.
Remote support platform for SAP Business One is an automated tool that checks customers system
and database against operational best practice, thus ensuring customers end-to-end business
Proactively identifies and prevents potential system issues
Secures day to day business operations
Reduces IT support and maintenance costs, which results in lower TCO
SAP & Partner Support SAP Business One RSP
@
Reduced IT Dependency and Maintenance Cost
Healing Tasks
System Status Reports
Incident Processing
Health Checks
Patch Distribution
Management over multiple Installation
Reporting Center
File Sharing / Content Distribution
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 63
Upgrade Process
Improved
User
Experience
Improved pre-
upgrade tests
performance
Detailed
overview of
performed upgrade
Automated
upgrade of client
& addons
Enhancements:
Silent client upgrade
No administrative rights required for client update
50% reduction of time required to upgrade the B1 client
Merged remaining external wizards into the B1 Upgrade
Wizard
Wizard language selection
Introduced new upgrade type Perform pre-upgrade
testing only.
Improved indication of upgrade progress.
Upgrade Summary Report provides detailed overview of
upgrade process
Benefits:
Performance improvements of B1 client update by
~50% (40 minutes reduced to 20 minutes).
Reduced down-time due to pre-calculated upgrade tests
Silent B1 client installation enables partners to use
standard 3rd party IT maintenance solutions (e.g. MSFT
SMS, Active directory)
Optimized upgrade process
Cost & time saving for partners / customers
Simpler and safer upgrade process!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 64
Express Configuration
Enhancements:
Integrate the existing Express Configuration
Tool into SAP Business One
Option to create a new company from Wizard
Guided step by step approach to setup
company databases
! to indicate fields that may not be changed
once a single transaction has been added
Ability to compare original implementation
settings and any subsequent setting changes
or two previous snapshots of settings
Integrated to SAP Business One
Authorizations
Benefits:
Simplified configuration process
Implementation settings are easier to check
to allow a quicker resolution of issues
:
Faster & easier configuration!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 65
Solution Packager (1/2)
Enhancements:
New tool for packaging pre-configured
industry solutions
New tool for packaging pre-configured
SAP Business One set-up
Includes layouts, local and industry
specific settings, UDFs, add-ons,
chart of accounts and more
Easy to use packages to create new
pre-configured companies
Benefits:
Allows developing partners to easily
package a complete solution
Allows customers and partners to
easily implement a partner industry
solution.
Enables customers to create a master
company and easily copy & deploy it
to subsidiaries and/or separate
installations
+ + +
Easy to install
Industry Solution
Easy roll-out to
subsidiaries and multi site
environments
Add-Ons
Pre-configured
settings, layouts,
GL scheme
Additional Solution
Documentation
Note: Currently the Solution Packager can build packages for the following localizations:
Australia/New Zealand, Brazil, Germany, Spain, France, United Kingdom, India, Italy, Mexico, United States
Quick and Flawless deployment
Package
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 66
Solution Packager (2/2)
Enhancements:
Flexible solution packaging by selecting what
to package
Ability to change user code while packaging
Ability to package only the UDT schema
Packaging workcenter related data such as
widgets, cockpits and dashboards
Benefits:
Decrease Implementation time
Easier maintenance of company databases
Accelerate volume business by increasing
implementation projects
Cost effective: Repeatable & scalable
solution
Encapsulates all solution details
Supports best practice solutions
Decrease implementation time & increase volume business
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 67
Accelerated Implementation Methodology (AIP)
Proven Implementation Methodology
specifically for SAP Business One
Eliminates surprises and overruns in time or budget (Go live in 2 to 8 weeks)
Enables straightforward migrations and integration, with few interruptions and low user stress
Increases project transparency
Results in Lower Implementation Costs and Rapid ROI!
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 68
Software Development Kit (SDK)
More Powerful SDK for Faster and Easier Development
Enhancements:
Functional enhancements
New objects
Increased usability
Extended security
Access to User Defined Objects
Clearer system messages
Increased performance
The SAP Business One Software Development Kit (SDK) allows programmers to easily interface 3rd party
applications with SAP Business One both on the database and the user interface level. It is an ideal platform
for partners and customers to extend the core functionalities of SAP Business One by building fully integrated
industry specific or horizontal solutions.
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 69
SAP works closely with selected software solution partners to develop simple, proven, and affordable industry-specific
solutions. These solutions are developed on the SAP Business One development platform and are seamlessly integrated to
SAP Business One and certified as such by SAP to ensure quality.
Proven Industry Solutions
Our Software Solution Partners (SSPs) offer more than 70 SAP certified Industry Solutions
Automotive
Chemicals
Consumer Products
Engineering, Construction &
Operations
Healthcare
Higher Education &
Research
High Tech
Industrial Machinery &
Components
Media
Mill Products
Professional Services
Retail
Wholesale Distribution
Benefit from Proven Solutions Designed for Your Industry
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 70
Broader Community Access
Benefits:
Free access to knowledge and
expertise of thousands of active
contributors, virtually 24 hours a day
Ask questions and get instant answers,
often in minutes
Meet and collaborate with others, and
share your own thoughts
Use full-text search capability to quickly
find what you are looking for
Download whitepapers, abstracts,
templates, example code and other
helpful material related to your SAP
Business One solution
Access FAQs, tips & tricks, SAP
Business One Wiki and other useful
information
Available globally in English, Spanish,
Portuguese, Chinese, German
Website: http://www.sdn.sap.com/irj/sdn/businessone
Instant Access to Knowledge and Best Practices
http://www.sdn.sap.com/irj/sdn/businessone
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 71
Software Development Kit
Enhancements
. Enhancement Description
Deposit The ability to use the Deposit functionality is exposed via DI-API
General objects & Delete line
enhancements
General objects & Delete line enhancements
Line types in Grid and Matrix The Line types (alternative, text, sums) are enhanced in the Grid or
Matrix
Support of columns with totals in
Grid & Matrix
Columns with totals support enhancement for Grid & Matrix
Grids and Matrix Configuration
(Formatting)
Coloring rows and cells
Font coloring and styling for cells
Disabling cells individually
Get/Set Active cell
Solution packager Solution packager functionality enhanced
Usage of Crystal Reports
Integration with Add-ons
Functions enabling partners to use Crystal Reports from add-ons
VAT/Tax Adjustment
DI API - AP Invoice
Option to edit tax amount on AP invoice via DI API (UK localization)
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 72
Enhancement Description
Enable Arrow Keys in Matrix In SAP Business One application it is possible to move between lines with Up/Down arrow keys on
the keyboard.
A matrix that is created by UI API now also supports this functionality.
User Defined Values (FMS) In SAP Business One, it is now possible to create User Defined Values or Formatted Searches on
User Forms in addition to System Forms.
UDO Default Form
A new UDO default form is available to be created now in the form of a Header and Lines. This is
different to the existing Matrix format.
Key Information in FormatDataEvent The event FormDataEvent now occurs when the UDO is modified. This works with the new form
style.
UDO Linked Button In the UI API, the linked button is able to provide a link to the UDO in addition to the system object.
It also provides a link to the user form.
UDO Menu Location The UDO wizard is enhanced to provide the ability to determine the menu position for the UDO in
the main menu.
Grid Object First Column Ability to enter a value in the first column in the Grid Object in the UI API.
DI Server Multithreading Ability of the server to accept multiple commands from different client machines.
Software Development Kit
Enhancements (1/2)
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 73
Enhancement Description
Support History - Change Log Ability to access the Change Log functionality via the DI API for Document or Master Data
Objects as well as UDO.
Landed Costs The Landed Costs Object is now fully exposed in the DI API.
Approval Procedure All documents that are created via the DI-API will trigger the approval procedure process.
Sales Opportunities Partners &
Relationships
Ability to access the Partners and Relationship functionality via the DI API for Sales
Opportunities.
Software Development Kit
Enhancements (2/2)
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 74
Electronic File Manager
Enhancements:
EFM-Designer for electronic file
format (add-on)
Runtime generates electronic files
according these definitions
Manage definitions and update,
export and import definitions of bank
files and electronic reports
Benefits:
Easier and faster definition of bank
files and electronic reports
Faster reaction to legal changes
Partners can effectively implement
additional electronic reporting and
new bank file formats
Easy distribution of formats through
import and export
Lower Effort and Cost to Adapt and Design Electronic Reports
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 75
How Does SAP Business One 8.8 Benefit You?
System Architecture
and Performance
Implementation
and Maintenance
Crystal Reports
and Analytics
Business Processes
Ease-of-Use Higher Productivity New UI, intuitive system messages and troubleshooting
Simplified Reporting Full integration with industry leading reporting solution, easy to use, implement and manage
Faster System Response Unified code base, system engines, application performance improvements and new data archiving tool, master data clean-up wizard
Lower TCO Remote support platform, upgrade wizard, solution packager, express configuration, software development kit, electronic file manager
Integration
and Collaboration
Increased Connectivity Out-of-the-box scenarios within SAP portfolio, tool to connect, extend and complete your solution
Enhanced Business Control Negative invoices, down payment, units of measure, control accounts, available-to-promise, aging report, automatic account allocations, recurring activities, credit memo enhancements, reopen order, request for quotation, procurement confirmation, recurring transactions, journal entry preview, extended project information, BSP, basic cost accounting, pick and pack, payment wizard, dunning, blanket agreements, campaign management, make to order, MRP, calendar, activity and service call management
Legal Requirements Additional Legal Coverage BIC/SWIFT & SEPA, extended production posting, fixed assets history sheet, IFRS, tax code determination, user access log
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 76
Integration of SAP Business One via B1iSN
with other ERP Systems
Seamless integration between local SAP Business One installations
and central SAP Business Suite installation*
Rich and proven out-of-the-box scenarios enable rapid set-up within short time
Flexibility of the technology allows easy customization and extendibility
Lightweight architecture requires minimal skill set, and reduces maintenance
*B1iSN can also be used for integration with other systems of your Ecosystem with proven standards (e.g. web services)
Headquarters
Manual Processes
Headquarters
Branch Office
Customer
Acquisition
Customer
Branch Office
Subsidiary
Manufacturing
Site
Supplier
Fully integrated with B1iSN
Reliable and Affordable Integration of Your Ecosystem
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 77
SAP B1iSN
Out-of-the-Box Scenarios with SAP portfolio
Capabilities
Integration technology to eliminate multiple application
interfaces and intervention points
Integration using preconfigured content, including data
transformation rules and routing rules defining interactions
between systems
Develop integration solutions based on preconfigured
content, or create new solutions with built-in step-by-step
procedures
Benefits
Improve operational efficiency and productivity
Enhance organizational control through centralized
information management and corporate-wide visibility
Lower total cost of ownership by using an affordable, user-
friendly solution with low cost of integration and support
Increase profitability by optimizing sales, marketing, and
service functions
Enhance ongoing technical support through a single point of
contact for all your application issues
Out-of-the-Box Integration For Fast ROI!
Inter-Company Purchasing Sales from Central Stock
Other scenarios currently available Out-of-the-Box:
Master Data Distribution Product
Master Data Distribution Customer
Inter-Company Purchasing Sales from Local Stock
Customizing Distribution
Management Reporting Sales Analysis
Order Order
Delivery
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 78
How Does SAP Business One 8.8 Benefit You?
System Architecture
and Performance
Implementation
and Maintenance
Crystal Reports
and Analytics
Business Processes
Ease-of-Use Higher Productivity New UI, intuitive system messages and troubleshooting
Simplified Reporting Full integration with industry leading reporting solution, easy to use, implement and manage
Faster System Response Unified code base, system engines, application performance improvements and new data archiving tool, master data clean-up wizard
Lower TCO Remote support platform, upgrade wizard, solution packager, express configuration, software development kit, electronic file manager
Integration
and Collaboration
Increased Connectivity Out-of-the-box scenarios within SAP portfolio, tool to connect, extend and complete your solution
Enhanced Business Control Negative invoices, down payment, units of measure, control accounts, available-to-promise, aging report, automatic account allocations, recurring activities, credit memo enhancements, reopen order, request for quotation, procurement confirmation, recurring transactions, journal entry preview, extended project information, BSP, basic cost accounting, pick and pack, payment wizard, dunning, blanket agreements, campaign management, make to order, MRP, calendar, activity and service call management
Legal Requirements Additional Legal Coverage BIC/SWIFT & SEPA, extended production posting, fixed assets history sheet, IFRS, tax code determination, user access log
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 79
BIC/SWIFT & SEPA
Background:
SEPA (Single Euro Payments Area) basis for financial
infrastructure for Europe
SEPA will be used in 31 countries (EU + EEA) with several
local variations of bank format
Enhancements:
Data structure adapted to manage BIC/SWIFT per bank
account which is a must for SEPA
Standard SEPA bank file formats (Credit Transfer and
Direct Debit)
New technical infrastructure to design, create and modify
bank file formats (Electronic File Manager)
Benefits:
Lower bank fees and faster money transfer across
countries when using SEPA
Easier adaption of the outgoing bank format if required
Utilize the Benefits of SEPA with Lower Bank Transaction Fees and Faster Bank
Transfers
Note: SWIFT available for all localizations, IBAN for all, SEPA
available for EU localizations, Switzerland and Norway
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 80
Extended Production Posting
Overview
Business Scenario:
P&L offset accounts must be used in
production postings (as offset accounts to
Inventory account and WIP account)
Background / Legal reference
Legal requirement and business practice in
some countries
Enhancements:
Possibility to change the posting schema for
production
Benefits:
Increased transparency of WIP values
Legal Compliance
Note: Available in CZ, SK and HU
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 81
Fixed Assets History Sheet
Printing
Background:
Specific form of printout for Fixed Assets
History Sheet required for DE, AT and CH
Legal requirement and business practice in
some countries
Enhancements:
Use Financial Reporting Templates to define
the printing structure of the Fixed Assets
History Sheet
Added the ability to select a template and print
a customized Fixed Assets History sheet
Benefits:
Improved user experience and product
flexibility
Easy printout of history sheet
Legal Compliance
Note: Available for all countries with released SAP Fixed Asset add-on
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 82
Enhancements for IFRS (or other reporting standards)
Overview
Background:
IFRS becomes mandatory even for SME customers
Local authorities adopt principles compatible with IFRS or other reporting
standards
Need to ensure parallel existence of former rules and new standards via
flexible and easy to understand mechanism inside SAP Business One
Enhancements:
More flexible behavior for reference fields
of documents (incl. UDFs)
Financial Templates enhancements
Reports Selection Criteria enhancements
New Inventory Valuation Method Report
New Inventory Valuation Simulation
Report (Chile only)
Benefits:
Split the G/L accounts to IFRS, local and
common accounts
Automatic filling of JE Reference fields
(inherited from the base document)
Create reports filtering GL-accounts to
obtain IFRS or Local perspective
Create local and IFRS financial
statements
Provide Generic Tools and Functionality to Ensure Compliance with IFRS and other
Reporting Standards
Local
G/L accounts
Common
G/L accounts
IFRS
G/L accounts
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 83
Tax Code Determination
Enhancements
Background:
Ability to define default VAT code on
marketing document according to complex
criteria
Enhancements:
Additional level in tax code determination
hierarchy
New flexible Tax Code Determination Rule
using existing information from the
documents
Benefits:
Additional flexible rules to set tax code
Higher automation of tax code
determination
Legal Compliance and Increased Product Flexibility
Note: Available for all countries except Brazil, Israel and India
New TCD Rule
Tax Code on BP Master data
Tax Code on Item Master data
G/L account determination
CINF table
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 84
User Access Log
SOX (Sarbanes-Oxley Act)
Background:
SOX law (Sarbanes-Oxley Act),
Financial Instruments and Exchange Law
requests user log for auditing
Enhancements:
Recording of User Log-in & Log-off
(via client or DI-API)
Access Log list and details form
Ability to restrict access to log (Authorization)
Benefits:
Detailed user access log
(for corporate governance and security audit
purposes)
Legal Compliance
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 85
Other Legal Requirements (1/2)
. Topic Description Affected Countries
Excise Reports (ER-3,
ER-5, ER-6)
Additional legal reports India
Dot Matrix Printers Full support of matrix (and other type) printers through
enhancement of printing engine
All
Enasarco Tax Support Supporting country specific scenario Italy
Reserve Invoice with Tax-
Only Flag
Supporting country specific scenario Brazil
Amount Subject to
Withholding Tax
Internal Reconciliation and Withholding Tax Report
enhancements
All localizations with
withholding tax enabled are
affected except: MX, CL,
CR, GT, IL
Bank Reconciliation
Report
New bank reconciliation report provided via Crystal
Reports
US, CA, UK, ZA & ANZ
Enable WH Tax
Accumulated on Sales
Side
Supporting country specific scenario Brazil
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 86
Other Legal Requirements (2/2)
. Topic Description Affected Countries
Fixed Assets add-on
Unbalanced transaction
Hungarian rounding method implemented in FA add-
on
Hungary
VAT/Tax Adjustment - DI
API AP Invoice
Option to edit tax amount on AP invoice via DI API All
Tax on Freight New option to select Freight Tax Code different from
the code for item on marketing document row
US, CA
eVAT Reporting Extended Tax Reporting feature enabled from DE
localization (prerequisite for replacement of BE and
NL electronic reports)
NL, BE
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 87
Enhancement Description
VAT Declaration and EU Sales Report
CZ, SK
VAT Declaration and EU Sales Report are implemented in XML file format. It will use
the Electronic File Manager (EFM) to generate these electronic documents.
Payment Order Run CZ, SK You are able to generate payment order rows in the payment wizard by executing a
payment order run. In this way, after you install and start the Payment add-on, it is
possible to generate electronic outbound bank files containing requests to your
house bank to execute payment transactions without creating payment documents in
SAP Business One.
DEFIR legal reporting requirements
PT
Legal reporting requirements including VAT Declaration, EU Sales List and Financial
Statements that were provided by an add-on are now provided directly from the SAP
Business One system.
Extended Tax Reporting & BAS Codes
CZ, PT, SK
Enabled the saving of Tax Reports including Business Activity Statements (BAS).
XML Audit File NL
The Electronic File Manager (EFM) is to be used to generate the XML Audit file in
the Netherlands. This file contains a summary of all financial data of the
organization. This file is then ready to be provided to the Auditors or the Tax
Authority to carry out their work.
Solution is considered localized Main Localization in core:
Folio Number
Withholding Taxes
Deferred Taxes
Tax Calculation (IETU and DIOT)
Electronic documents functionality
A/R Debit Memo document
Country Specific Enhancements
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 88
Innovations Delivered with 8.8 PL12 Onwards
Cockpit
Dashboards
Mobile Capabilities New User Experience: Mobile App Mobility based on integration component
Individual Work Center View, search, organize, and perform tasks in a personalized work center
Graphic Charts and Speedometers Present transactional data in graphic form
Integration Framework Integrate Systems B1i Framework platform to integrate systems
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 89
New User Experience: SAP Business One
Mobile App
SAP Business One with You Anytime, Anywhere Shows reports and content, processes approval requests, manages business partner data, and much more
App for iPhone, iPad and iPod touch available in iTunes Integrated connection to demo server
Further enhancements in 2011 on content and function; supporting additional platforms/devices
Available with SAP Business One 8.8 Patch Level 12 or higher and Integration Component for SAP Business One Increased Mobility
http://itunes.apple.com/app/sap-business-one-mobile-application/id392606876?mt=8
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 90
Mobile Capabilities based on Integration Component
Technology to build mobile applications to give customers constant access to their most important data
SAP Business One app for iPhone available to have mobile access
Basis for Software Solution Partners to extend the access to different types of devices
Support for transactional processes and analytics with real-time access to information and transactions
Transactional Analytical Various devices
Mobile Capabilities in SAP Business One
on your mobile device
Access your transactions and
analytical data
Increased Mobility
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 91
Innovations Delivered with 8.8 PL12 Onwards
Cockpit
Dashboards
Mobile Capabilities New User Experience: Mobile App Mobility based on integration component
Individual Work Center View, search, organize, and perform tasks in a personalized work center
Graphic Charts and Speedometers Present transactional data in graphic form
Integration Framework Integrate Systems B1i Framework platform to integrate systems
SAP AG 2012, Introduction to SAP Business One 8.8, GTM Rollout Services Page 92
Dashboards
Dashboards Included within Business One:
Customer Aging
Sales Analysis
Service Call
Additional dashboards can be created by partners with
the SAP Crystal Dashboard Designer
Other Dashboards platform enhancements:
Dashboard