Subtitle placeholder SAP Business One 9.1 New Features Overview …€¦ · SAP Business One 9.1...

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Innovation summit - Bratislava

Innovation summit Bratislava SAP Business One 9.1 New Features Overview

Massimo Sala/Global Solution Expert/SAP Business One/SAP Global SME Business Unit

May 28, 2014

© 2013 SAP AG or an SAP affiliate company. All rights reserved. 2

Agenda

Overview

Planned top-level Topics

Business logic and localization

Production enhancement

New Batch & Serial valuation method

Multiple Branches and Business Units

Extended Tax Reporting – BAS code

Fixed Assets enhancement

Default Values for Accelerated Implementation

Infrastructure and architecture

Configurable framework to hide UI items – UI Edit Mode

Hiding business functions

Permission Group

Improve Import from Excel

Simplified E-Mail and Printing


Agenda

“Peanuts” of SAP Business One 9.1

Money Bag on Payment Document

Transfer from Sales Order, Production Order and Reserve Invoice

Display Order & Delivery Balance on Vendor

Negative payment with Payment Wizard

Pick & Pack enhancement

Copy & Paste from B1 Grid to Excel and viceversa

Bin Location Weights enhancements

UoM Weight enhancements

UDF enhancements – Validation and UI Edit Mode

Copy UoM ‘Reduce By’ to other price lists


SAP Business One 9.1 - Overview

Planned new versions: SAP Business One 9.1 and SAP Business One 9.1,

version for SAP HANA

Release to customer is currently planned for end of Q2 2014

One common code base for SAP HANA database and Microsoft SQL Server

Focus on functional improvements and simplifications of implementing,

operating, and using SAP Business One



Enhanced production module

Inventory item cost valuation based on Serial and

Batch number

Multiple Branches function

Project enhancements (initially for Russia)

Rounded-off functions (selected 9.0 topics)

Fixed assets enhancements

Extended Tax Reporting – BAS Code

Localization enhancements and legal compliance

Default values

Planned top-level Topics


Permission group authorizations

Performance improvements

Security enhancements

Hiding business functions

Configurable framework

Importing from Excel

Simplified e-mail and printing process

Lifecycle management and support

Remote Support Platform for SAP HANA

Reporting and analytics

SAP Crystal Reports 2013 Default settings and report layout (selected

countries)

Specific to SAP Business One 9.1, version for SAP HANA

Service layer that exposes business objects by Web service

Role-based work center for analytics and simplified system use (based on HTML5)

Pervasive analytics – key performance indicator (KPI) and insight to action

Performance optimization (transactional and reporting)

Extreme application framework enhancement for partners

Supported by remote support platform Extensibility/SDK

Additional DI/UI objects and services Enhanced lifecycle management for extensions SAP Business One studio and workflow

enhancements


Enhancements:

New Resource module adds resource

data to production order processing and

manages resource capacities (machine or

labor).

Production processing provides

resource data and textual information in

the production process.

Management of Resource Capacity:

Internal = actual machine

capacity on floor

Committed = required by

open production order.

Consumed = consumed

by production order.

Available = (internal –

commited – consumed).

Linking to fixed assets or employees.

Benefits:

Complete insight into production

requirements, accurate production costing

and accounting, and identification of

bottlenecks.

Production (1/5) - Resources


Enhancements:

Item/resource/text information

throughout production process

Flexible movement of

item/resource/text lines within BoM

and production orders

Handling of additional fixed

production quantities

By-products: manual and

backflush,serial/batch handling,

visual indicator

Backflush components create the

document for Issue for Production

Benefits:

Light, but powerful production

capability

Useful for basic routing

Production (2/5) – Production Processing


Enhancements:

Up to 10 manual standard cost input with

dedicated G/L Account on G/L Account

Determination table.

Flexible WIP account handling.

Up to 10 manual standard cost input on

Reource Group to use into Resource

master data.

The Standard Cost will be summarized

into the Production Order “Summary” tab.

Benefits:

Light, but powerful production capability

Useful for basic routing

Production (3/5) – Production Processing


Enhancements:

Powerful batch BoM update,

now you can:

Change BOM lines

Add BOM Lines

Delete BOM Lines

Benefits:

Light, but powerful BOM

capability

Production (4/5) – BOM Processing


Enhancements:

On Item Master Data there is a new option

«Component Warehouse» so, it is

possible to set the warehouse into

Production Order from:

BoM Line (default)

Parent Item Document Line

At Step 5 of 6 of the MRP Wizard you

have:

More document type in

«Source of Demand» and

more possibility to

«Restrict» the selection of

the document to include in

MRP.

New option for the

«Inventory Level» now is

possible to use the option

«Minimum-Maximum».

If you have more than one «Forecast»

now you can run MRP on «Multiple

Forecast» togheter.

Production (5/5) – MRP Wizard


Enhancements:

New Inventory valuation method for

serial or batch-related items and

processes.

Record all item costs per

serial/batch number.

Use specific batch/serial price as

basis for gross profit calculation

Change the cost of batches/serials

using material revaluation

Ensure that same batch cannot be

received more than once; prevent

receipt of same batch to stock with

different prices

Benefits:

Transparency on serial/batch costs

Calculate gross profit from sales for

specific serial/batch number

Valuation method covers industry

standard

New Batch & Serial Valuation Method


Initial situation:

Different business units of a company may have different reporting needs, but sharing some users,

business partners, and other master data. Maintaining different databases for different business units is

inconvenient and may cause data inconsistency.

Multiple Branches and Business Units (1/3)

Branch 1 Branch 2 Branch 3 Branch 4





Sales & Purchase

Stock Management

Banking

Financial

Analytics

* Notice: The feature ‚Multiple Branches‘ supports branches which are

not legal entities. If the branches are legal entities, the intercompany

integration solution for SAP Business One is recommended.

This feature enables working with different

business units using one database:

Various master data is assigned to different business

units; some master data can be shared between business

units.

Different business units have different documents

created with their own master data.

Different business units share some common data and

settings, for example, items and document settings.


Multiple Branches and Business Units (3/2)

In the same database, it is now possible to:

Handle the main business process for different business units or branches

Create documents for separate business units (no Opportunity and Blanket Agreement)

Use sales and purchasing for multiple business units

Centrally manage inventory for each business unit (no the stock transfer)

Manage bank transactions with centralized payment capability (only for Brazil localization)

Carry out financial reporting for each business unit (not the tax and budget reporting)

Further benefits of functional enhancement for business units:

All financial transactions will be separated by business unit

Handling of separate document numbering for each business unit

Separate accounting setup and G/L account determination by business unit

Customer receivables aging and vendor liabilities aging by business unit

New branch overview reports and business unit comparison reports

Possibility to assign business partner to branches.

Possibility to assign user to branches.


Multiple Branches and Intercompany I.S.

Comparison Chart (3/3)

Market Need Intercompany Integration Solution 2.0 Multi Branches

Data sharing Master Data Replication (BP, Item, BoM, Price Lists,

Special Prices, UoM Group, ect)

Master Data shared (BP, User, Warehouse, G/L

Accounts, Numbering Series)

Standardized

business

processes

Intercompany Trade automatic (Exchange of

Transactions) Intercompany Trade manual

G/L Allocations (Allocate Journal Entries to other

Companies) No G/L Allocation

Centralized Payments Centralized Payments only in Brazil

Overview

over

operations

across the

group

Financial Consolidation (Single or Multi-Level) No Financial Consolidation

Intercompany Reports:

Branch Inventory in Warehouse Report

Consolidated Balances by Business Partner Report

Consolidated Sales Analysis Report

Branch Balances Report

Intercompany Reports:

Standard Accounting Reports by Branch

Standard Financial Reports by Branch

Standard Comparison Reports by Branch

No Tax Reports by Branch

No Budget Reports by Branch

Control &

collaboration

Consolidated Credit Limit Check No consolidated credit limit check

Business Transaction Notifications (Alerts) No Business transaction notification by Alerts

Multi-localization support (each Branch on different

localization)

Single localization support (all Branches on the same

localization)

Framework Integration scenario based on B1iF (deep knowledge

required). Core functionality not based on B1iF


Enhancements:

Financial project combined with new

project management tool

Includes cost planning, resource

allocation, time recording, travel and

expense handling, phase and stage

analysis

Project Enhancements

Benefits:

Enrichment of existing financial project with

project planning and resource information


Fixed Assets enhancement - 1

It is possible to cancel a

depreciation run posted,

with reversal JE.


Fixed Assets enhancement - 2

It is possible to use

Project, Distribution Rule

and Dimension in

Retirement.

It is possible to use

Project, Distribution Rule

and Dimension in Manual

Depreciation.


Extended Tax Reporting – BAS code - 1

Enhancements Flexible reporting interface to build customized

tax reports.

BAS codes setup offers a range of options in

designing structure and rules for specific tax

declarations.

Existing functionality enabled in more

localizations (CY, FR, AT, IT, PA, JP, PL, HU, CH,

SE, DK, KR, FI, NO, SE, ZA, CN),


Extended Tax Reporting – BAS code - 2

Benefits Once created report is saved in the

database. New postings will be

included in delta report.

Provides users / partners with

possibilities to build financial and

tax report from scratch by referring to

financial objects such as tax codes,

G/L accounts, ad-hoc manual inputs

and create formulas.

Easy & precise tracking of

documents reported to authorities.

Can be used as base for electronic

reporting.

VAT Report type:

Original

Adjustment

Replacement


Default Values for Accelerated Implementation

*New chart of accounts +

determination rules +

simplified UI template for

small businesses in the

USA.

*New chart of accounts +

determination rules +

simplified UI template for

small businesses in

Mexico.

Document numbering

defaults for Belgium.

Accelerate implementation

for small businesses in

selected countries.


Configurable framework to hide UI items

Enhancements

Possibility to hide, inactivate and

relocate fields and tab.

Adaptation on company level via

UI templates which can be

assigned to users.

Personalized adaptation by user

possible

Benefits

Simplified UIs improve user

experience and productivity

Further refinement of authorization

concept:

User can only view or edit

information he is entitled to do


Hiding Business Functions

Enhancements:

Option to remove unused functions from

the user interface, for example:

Budget

Payment Wizard

Dunning Wizard

Cost Accounting

Serial Numbers and Batches

Production

MRP

Units of Measures

Setting at company level, can be changed

at any time

Configuration via Express Configuration

Wizard or General Settings

Benefits:

Switching off complete business functions

makes implementation faster.


Permission Groups

Enhancements:

Permission groups enables customers to

define business role based authorization

in SAP Business One

Administrators can create permission

groups and assign authorizations, and

users to each

A user can be assigned to one or

multiple groups

The specific settings at user and group

level determine the authorizations of a user

Benefits:

Effort in regards to user administration can

be reduced tremendously


Data Import via Excel

Enhancements:

more options to import-update data

additional fields (of BP, items)

including object properties and UDFs

are supported

Benefits:

more data import or integration

scenarios can be covered by Excel

import tool, incl. migration

9.0

9.1


Data Import via Excel – BP & Item

Enhancements:

Use more Input Method;

Additional fields (of BP, items)

including object properties and

UDFs are supported

Update Accounts in Existing

Items.

Save and use a Data Template.

Benefits: more data import or integration

scenarios can be covered by

Excel import tool, incl. migration


Data Import via Excel - BAS & Fixed Assets

Enhancements:

Import not only BP and Item but

also „BAS“ that represents

Business Activity Statement &

Fixed Assets;







Data Import via Excel – Inventory Posting & Counting

Enhancements:







Data Import via Excel – Target Group

Enhancements:



Import Target Group for

Campaign Generation.





Simplified E-Mail and Printing - 1

Enhancements:

Contacts of group a business

partner can be grouped, e.g. e-mail

group “accounting” SAP Business

One can send e-mails to a

department instead of sending to only

one contact

Additional output method when

adding a new marketing document:

Send e-mail, export to PDF

Default e-mail subject and body per

document can be maintained (static

text only)

Send selected documents from list as

e-mails to recipients

Benefits:

More comfort when documents are to

communicated to partners via e-mail.


Simplified E-Mail and Printing - 2

It is possible to manage e-mail group by department

and send by e-mail document printed in massive

mode to different recipients.

Specific to

SAP Business One 9.1

version for SAP HANA


New Role-based cockpit for analytics and simplified system

use Based on HTML5 technology

Enhancements

New cockpit, based on HTML5

Predefined cockpits for sales,

purchase, finance and inventory

Workbench Widget (see next slide)

Widget: Count – Counts Sales Orders

not delivered, open A/R Invoices,

Purchase Orders not received, open

A/P Invoices, open Inventory Transfer

requests

Widget: Recently Updated, which

reflects new and updated master data,

marketing documents, chart of

accounts and many more types of

information

Benefits

Simplifies access to information

Increase user experience due to

HTML5 technology


Workbench New widget to cover most of the daily operation

Enhancements

Process widget to create and

manage documents for:

Sales

Purchasing

Inventory management

Financials

Benefits

Guide user through key business

processes

Easy access to related functions


Pervasive analytics – Insight to action Enhanced feature set for Pervasive Analytics Dashboards

Enhancements

Ability to relate business actions to

pervasive dashboards and KPIs

Available action types:

Open SAP B1 Window to open B1

forms e.g. Master Data

Trigger Enterprise Search to start

an enterprise search

Link to SAP B1 Window, to show

dashboard in sidebar

Open Extreme App will open an

advanced dashboard (see next

slide)

Benefits

Drill down into business details

Translate insights into actions


Pervasive analytics – Advanced Dashboards Supplementary Dashboard to display related, critical data

Enhancements

Ability to create supplementary

dashboards to display further related

data of pervasive dashboards or KPI

widgets

Add filters to break down the

displayed results

Display critical data grouped on a

dedicated dashboard

Benefits

Quick access to extended business

KPIs and business figures


Enterprise Search usability & more object enhancement

SAP Business One 9.1, version for SAP HANA


Enhancements

SAP Business One service layer provides server-side

web access to system and partner business objects via

easy-to-use OData protocol

New state of the art technology to read and write data

through HTML5 technology

Parallel processing

Well-defined APIs with similar objects and functional

coverage compared to DI API

High Availability support (auto restore session)

Benefits

Increase data throughput due to parallel processing

Simplified landscape and light-weight, web-based

development

Easy development of mobile applications

Extend Extreme Applications capability to address

complex business needs

Service layer that exposes business objects by Web service

Access system and partner business objects via easy-to-use

OData protocol

SAP HANA Database

R

HTTP /

Open Data Protocol (OData)

B1 Container

R

JavaScript

Wrapper OData

Proxy

Control

Flow Logic

Session

Manage

r

…

OBServer System

business

object

Partner

business

object

System

business

object …

Clients / mobile

Peanuts of

SAP Business One 9.1


SAP Business One 9.1, Money Bag

New Payment Method icon available on

Outgoing/Incoming Payment document.


Transfer from Sales, Production, Reserve Inv.

It is possible to create Inventory Transfer and Inventory Transfer Request from Sales

Order, Production Order and Reserve Invoice.


Pick & Pack enhancement - 1

It is possible to create Inventory Transfer, Inventory Transfer Request and Issue for

Production from Pick & Pack Management.



It is possible to create Inventory Transfer, Inventory Transfer Request and Issue for

Production from Pick List.



It is possible to create Inventory Transfer Request, Component Transfer, Pick List or

manage Batch/Serial Number or create Batch/Serial Number Report from Production

Order.


Display Order & Delivery Balance on Vendor

Like for BP Customer are now available on BP

Vendor:

Order Balance

Delivery Balance


Negative payment with Payment Wizard


Copy & Paste from B1 Grid to Excel - 1

Now it is possible copy and

paste from B1 Grid to Excel

Now it is possible copy and

paste from Excel to B1 Grid.


Copy & Paste from B1 Grid to Excel - 2

Now it is possible to maximize and restore

the B1 Grid to/from full screen.


Enhancements:

On Bin Location and Warehouse is

now possible to define the “Maximum

Weight” for that Bin Location in

addition to “Maximum Quantity”.

On Item is now possible to define the

“Weight” on Inventory tab.

New automatic control that the

maximum weight for the bin location

assigned is respected.

Benefits:

Better management of the Bin

Location.

Bin Location – Weights enhancements


Weight Solution for UoM Management

The Concept

In 9.0 In 9.1

• Item weight field exists

• Many items with the same UoM code for weight

• Less conversion rules are needed

• No item weight field

• Many items with different weight UoM. Each UoM code has different weight

• Many conversion rules for each UoM code


Enhancements:

On UoM Group Definition is now

possible to define “Weight Factor”

and “UDF Factor” for manage a UoM

conversion e.g from Meters to

Kilogram.

Formula applied with weight:

Quantity / (Item Weight)

1 / (0,5) = 2

Formula applied with UDF factor :

Quantity / (Item Weight * UDF factor *

Alt.Qty)

1 / (0,5 * 4 * 10) = 0,05

Benefits:

Better management of the conversion

UoM Group.

UoM Weight enhancements


Items Per Unit General Calculation

• Assuming Base UoM = Inventory UoM.

• The system sets the value “1” instead of

a factor that is not in use.


Enhancements:

It is possible to manage different

type of Validation Rule like:

None

Linked to Entities

Valid Values

Advanced

In case of Advanced Validation for

the value it is possible to select

different type of Rule, for both UDF

Type :

Alphanumeric

Numeric

UDF Enhancements - 1 - Validation


Enhancements:

It is possible to place the UDF into

the SAP Business One system

forms or user define forms using the

drag & drop.

Using the UI Edit Mode is possible

to move also the UDF from right

panel to header or tab panel in master

data or in marketing document.

UDF Enhancements – 2 – Edit Forms


Enhancements:

In release 9.1, you can now copy the

Reduce By % amount from the UoM

Prices table to other items and other

price lists.

You can also use this function to

update and insert a UoM price for an

item.

You can run a Preview for evaluate

the result before execute it.

Benefits:

Customers can simultaneously apply

UoM price changes to multiple items

and price lists

Copy UoM ‘Reduce By’ to other price lists

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