Sap B1 Erp
Sap B1 Erp
Sap B1 Erp
Opening Prayer
Introduction of Resource Speaker
Overview of SAP Business One ERP
Closing Remarks
Heavenly Father, as we start this ERP seminar, we
bring Your presence with us.
May the work that we do and the way we do it bring
faith and joy to all.
Anoint all our ideas, cooperation, discipline and
energy so that even our smallest accomplishments
may bring You glory.
Lord, we thank you for everything you’ve done,
everything you’re doing and you’re going to do for
this team.
In your holy name we pray, AMEN.
Arwin T. Somo
▪ SAP Business One Senior Project Manager
▪ SAP Business One Functional Consultant for two years.
▪ Certified Public Accountant with three audit season
experience
▪ A College Professor for almost 20 years
▪ With consistent academic honors (Cum Laude,
Outstanding Student)
▪ Strong and effective knowledge of Sage Peachtree
Accounting Software, Crystal Reports for SAP, Visual Basic,
JavaScript, JOOMLA, PHP, MS SQL for SAP, Web-based
database systems.
SAP was founded in June 1972 as System Analyse und Programmentwicklung
("System Analysis and Program Development") by five former IBM engineers in Mannheim,
Baden-Württemberg:
Dietmar Hopp
Klaus Tschira
Hans-Werner Hector
Hasso Plattner, and
Claus Wellenreuther
As part of the Xerox exit strategy from the computer industry, Xerox retained IBM to
migrate their business systems to IBM technology. As part of IBM's compensation for the
migration, IBM acquired the SDS/SAPE software, reportedly for a contract credit of $80,000.
The SAPE software was given by IBM to the founding ex-IBM employees in exchange for
founding stock provided to IBM, reportedly 8%. Imperial Chemical Industries (ICI) was
SAP's first ever customer in 1972.
The acronym was later changed to stand for Systeme, Anwendungen und Produkte in
der Datenverarbeitung ("Systems, Applications and Products in Data Processing").
SAP Solutions for SMB
Large
Large Midsize
Midsize Companies
Companies // Small
Small Companies
Companies //
Enterprises Subsidiaries
Subsidiaries Subsidiaries
Subsidiaries
Enterprises
mySAP
mySAP All-in-One
All-in-One
Consists
Consists of
of the
the mySAP
mySAP
Business
Business Suite
Suite tailored
tailored to
to
mySAP
mySAP Business
Business the
SAP
SAP Business
Business One
One
the needs
needs of
of midsize
midsize
Suite
Suite companies;
companies; the
the software
software isis Can
Can be
be implemented
implemented in in aa
Complete
Complete set
set of
of easy
easy to
to install,
install, matter
matter of
of days
days and
and
business implement,and
implement,and maintain,
maintain, provides
provides all
all the
the functions
functions
business functionality
functionality for
for you
and
and provides
provides aa full
full range
range you need
need
all
all requirements
requirements
of
of business
business functions
functions
• Project manager
Project • Functional Consultant
Implementation • Technical Consultant
Course • Trainer
Consultancy • Course Consultant
• Course Developer
(Academe)
Public
Master Data
Warehouse Management
Inbound Outbound Marketing &
Purchasing Service
logistics Logistics Sales
Production
Financial Controlling
Sales ! Services SAP Business One is an ERP system.
➢ Integrates business functions
? seamlessly
Finance
Operations ➢ Uses master data to avoid
duplication of data
MRP Process
Purchasing
process
Production
Process
Service process
Manage Extend
TCO Partner and SAP Solutions scope
SAP Business One
LIFECYCLE MANAGEMENT
analytics powered
by SAP HANA
SAP Business Suite SAP Crystal Reports
Interface for
building SAP
Industry Solutions, Cloud Extensions, Networks, B2B, B2C, Mobility Analytics
HANA apps
Horizontal Add-Ons Web Services Collaboration, P2P
Enhance Orchestrate
solution STUDIO INTEGRATION FRAMEWORK SERVICE LAYER
integration and
collaboration
End-to-end
Core business processes
Run completely on
MICROSOFT SQL SAP HANA DB
in-memory
technology
Flexible (optional)
deployment
On-Premise | Cloud
Used by
companies in
150+ countries
27 languages
42 localizations
CURRENT LANGUAGES
Arabic, Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch, English (UK), English (US), Finnish, French, German, Greek, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian, Polish,
Portuguese (Brazil), Portuguese (Portugal), Russian, Slovak, Spanish (Latin America), Spanish (Spain), Swedish, Turkish
• Analytics everywhere: Analyze
Analytics
large amounts of data in real-time
anywhere
• Empower employees to
leverage data presented visually
in their day-to-day
• SAP HANA apps: Leverage the
power of in-memory computing to
Up-to-the-minute perform sophisticated calculations
cash flow forecast
• Available for cash flow and
available to promise
Real-time available-to-promise
processes
• Enterprise search: Intuitive
Google-like search transforms the
way employees use ERP
◼ SAP Business One, version for SAP HANA
◼ SAP Business One on the MS SQL Server Database
◼ SAP Business One, analytics for SAP HANA
◼ SAP Business One Cloud
◼ SAP Business One integration scenarios
Windows
Mobile
Crystal
MS Excel Dashboards
Reports
Linux Server
Windows
Mobile
Crystal
MS Excel Dashboards
Reports
SAP Business One Client
MS SQL Server
Admin.
Administration Semantic
Service: backup,
Services
restore, monitor
Layer
Cloud
Landscape Dedicated to a Single Service Unit
Shared between Control
SLD Client
System Landscape
Infrastructure B1AH Company Common Storage License Server Directory
Presentation Extensions* Integration Mailer
Components Databases Database Component* * Windows 2008 R2
HANA DB Servers Windows 2008 HANA DB
SUSE Windows 2008 R2 SUSE R2 SUSE
Servers
Domain Controller
SAN
Windows 2008 R2
Two scenarios, based on the integration framework of SAP Business One
SAP Business Suite SAP Business One SAP Business One SAP Business One
SAP Business One Integration for SAP NetWeaver Intercompany Integration Solution for SAP Business One
You want to set up a SAP Business One cockpit that will make your
job easier to do and quicker to get up to speed on new tasks.
Your first steps will be to log into the system, learn how to navigate
and set up a cockpit that will support your needs.
Superusers
◼ Access to everything
End Users
◼ Restricted due to
authorizations
◼ Typically see a subset
of the menu
Server Administration → Choose Company
Company Databases
User Company
Click on the
icon to open
or close the
Modules
menu
Drill into the menu, or… As you type,
…use Menu Search to the menu item is
Click on a found.
find transactions
Module
to open it
further
Click on the
A dash indicates a transaction; a menu item
folder indicates a menu with to open the
items underneath window.
Menu Bar
Toolbar
◼ Direct li
SAP Business One To choose cockpit type:
provides cockpits you can Administration >
personalize to provide System Initialization >
valuable information for a General Settings >
user’s daily operations Cockpit tab
and decision-making.
Fiori-Style Cockpit
Cockpit
You can personalize the cockpit to streamline your
work environment. Move, add or delete widgets.
▪ My Recent Updates
Click on an item on
the list to view the
transaction
▪ Displays the number of results from a query
▪ Predefined widgets exist to count:
• Sales Orders Not Delivered
• Open A/R Invoices
• Purchase Orders Not Received
• Open Inventory Transfer Requests
▪ You can create your own count widgets, such as
this delivery count widget.
▪ From the widget you can:
• Open the query results
• Open a related business object
SAP provides a large number of
pervasive dashboards.
The inventory authorization group gives full authorization for the inventory cockpit’s
widgets.
1 2
2
A user can hide or display entries in the main menu using
the Form Settings – Main Menu window
Master Data and Documents
SAP Business One, Version 9.2
At the end of this topic, you will be able to:
▪ View a customer record
▪ Explain the concept of master data
▪ Create and change a document
Business Partners
◼ Contact Persons
◼ Addresses
◼ Payment Terms
◼ Price lists
◼ Accounting Data
Items
◼ Inventory accounting
◼ Warehouses
◼ Units of Measure
◼ Item Groups
◼ Item Properties
◼ Price lists
Leads
Customers
Vendors
Business Partner No.
General Name Status
Document Contact Person Posting Date
Data
Contents Logistics Accounting Attachments
Item/Service
Document
1 Item/Cat. No. Quantity Ship to
Content 2 Pay to Journal Remark
Shipping Type Payment Terms
… Tax Information
2
4
Main Menu
OEC Computers Item Master Data
manager
Drag and Relate
Item Number M00001
Sales / AR Description Mouse Pad
Sales Quotation Foreign Descrip.
Item Type Items
Sales Quotation Details
Item Group Accessories
Sales Order
Price List 01 Purchase Price List
Sales Order Details
Delivery
Delivery Details
Returns
Return Details
A/R Invoice
List of all quotations for item M00001
A/R Invoices Details
A/R Credit Memo
A/R Credit Memo Details
Item Master Data
SAP Business One, Version 9.2
At the end of this topic, you will be able to:
▪ Describe the contents of the item master
▪ Your company has a large number of items.
Manufacturer Purchasing Units Sales Unit of Valuation Method Planning Method Up to 64 Text
of Measurement Measurement different
Shipping Type Warehouses Procurement Items Properties Photo
Customs Group Packaging Unit Method
Serial and Stock Quantities …
Batch Numbers Tax Information Dimensions Order
… Item Cost Information
Valid / Inactive Dimensions
/Advance … Lead Time
with Dates …
… …
Inventory Item you Expenditures:
make and sell:
Inventory Item Inventory Item
Sales Item Sales Item
Purchased Item Purchased Item
❑ Dimensions
❑ Packaging
❑ Tax
❑ Links to Analysis
❑ Preferred vendors
Planning Data
Planning Method MRP / None
Procurement Method Make / Buy
Order Interval Weekly / Monthly /
…
Order Multiple 12
Minimum Order Qty. 5
Lead Time 10 Days
❑ Add more information about
how item fits into company
❑ 64 properties available for:
❑ Reporting
❑ Marketing purposes
❑ Pricing
Public
Allocation Allocation
Stock Acc. Acc. Vendor
Acc.
100 100
100 100
Item Category:
Inventory Item
▪ For urgent orders, you can
Sales Item
skip the purchase order and
Purchased Item
GRPO
Stock
Acc. Vendor
▪ The A/P invoice will:
100 100 ▪ Increase stock
▪ Show what is owed
to the vendor
Public
Sales Documents
Inventory Item
Sales Item
Purchased Item
▪ Sometimes you receive items into stock that do not come through
the regular purchasing or production processes
Warehouse
Goods Receipts Goods Issues
Beginning
Quantities Goods Receipts for
Remove Components Inventory Transfer Final Product
for Production between Warehouses
Goods Receipts PO/ Delivery/
Goods Returns Returns from
from Purchasing Sales
Functions Functions
Warehouse
Goods Receipts Goods Issues
Beginning
Quantities Goods Receipts for
Remove Components Inventory Transfer Final Product
for Production between Warehouses
Goods Receipts PO/ Delivery/
Goods Returns Returns from
from Purchasing Sales
Functions Functions
Warehouse
Goods Receipts Goods Issues
Beginning
Quantities Goods Receipts for
Remove Components Inventory Transfer Final Product
for Production between Warehouses
Goods Receipts PO/ Delivery/
Goods Returns Returns from
from Purchasing Sales
Functions Functions
Warehouse
Goods Receipts Goods Issues
Beginning
Quantities Goods Receipts for
Remove Components Inventory Transfer Final Product
for Production between Warehouses
Goods Issue
Goods Receipt
22
Number Primary
Table Window
Remarks
General Information 2
Journal Remark Goods Receipt
Inventory Item
Goods Receipt
Goods Issue
Warehouse Inventory Offset – Stock
Decrease Account
100 100
Inventory Item
Inventory
Transfer
Warehouse 01 Warehouse 02
Inventory Item
Warehouse 01 Warehouse 02
Your warehouse Your warehouse at
at your own site customer site
Warehouse 01 Warehouse 07
Inventory transfer status
Warehouse 01 In Stock Committed Ordered Available
WH 01 10 10
WH 02
Warehouse 02
In Stock Committed Ordered Available
WH 01 9 9 WH 01 -> WH 02
WH 02 1 1 Inventory
Transfer
Warehouse 05
Bin Managed
Warehouse
A1 A2 A3 A4
S1 S2 S3 S4
L1 L1 L1 L1
L2 L2 L2 L2
Bin Location 05-A4-S1-L2
L3 L3 L3 L3
Production Concept
SAP Business One, Version 9.2
At the end of this topic, you will be able to:
▪ Describe in high level the main production Process
▪ Explain the Bill of Materials concept
▪ Explain the Resource concept
Bill of Materials Production Process Finished goods
Machine Labor
Wooden
Handle
door
Lathe Machine
Machine Operator
Production Order
Production Order:
Partner logo
THE DIGITAL BUSINESS
BUSINESS INTEGRATION
IN MEMORY COMPUTING
Purchasing
& Operations
Production
& MRP
MOBILE WORKFORCE
Mobilize your sales and services teams by giving
them the flexibility to view and manage their tasks
and processes away from the office, at any time.
SOFTWARE AS A SERVICE
Access all the integrated business management
functionality of the SAP Business One application
within your web browser, delivered as a service.
INDUSTRY EXTENSIBILITY
500+ integrated and certified solutions, built by partners that extend the application to meet your
industry specific requirements in
Food &
Automotive Retail Shipping High Tec Healthcare Agriculture Engineering Banking Beverage
BUSINESS INTEGRATION
Allow your business application to evolve to a state-of-the-art Business Platform with the Business One
integration framework (B1if).
REAL-TIME ANALYTICS
Aid end users to access information freely, by tapping
into the ready-to-consume semantic layer, where
complex data is already mapped into familiar business
terms.
SAP’s best selling ERP solution by number of customers
360+ large enterprises are running SAP Business One in 2,400+ subsidiaries
• Digital Economy
• You want to make the right business decisions at the right time,
with real-time access to information.
• You’re growing
• You are a fast growing company, and your needs are out-pacing
your current system capabilities
• As your business grows, you need to put best-practice
processes in place
• You need to automate your business processes, to increase
productivity
• Expansion
• If you’re expanding into new markets, you need business
software that will enable, not hinder you
• Competitive advantage
• Become relevant in the global economy by implementing robust
business process, thus allowing you to adapt to market changes, and
anticipate business trends.
• Connected business
functions
• Finance systems are connected to procurement and production. CRM
is connected to marketing, sales and service.
• Your entire business runs more smoothly by touching all areas of your
business. This inspires natural cross departmental collaboration
within your organization.
Runs on in-memory
technology
Deployment flexibility
• Make decisions with real-time
Financials Analytics Purchasing insights
Sales Service CRM
• Business collaboration via
Production and inventory
Project Management integrated business functions
management
Integrated on-premise and cloud solution
MRP
Production • Compete effectively within the
Reporting Opportunities Inventory digital economy
+ Solution Extensions • Grow your business with best-
practice processes
SAP Business One Deployment Options; On-premise and Cloud
On premise Cloud
* There are several convenient options to make additional languages available. One option is using a partner solution, for some countries these are bundled with functional add-ons. Another simple
option is to define customer specific UI language terms using the Custom Language Tool as detailed in SAP note 1757764.
Run your business anytime, anywhere with native apps
Make real-time business decisions with Business Apps and Analytics
Key Benefits
• Chart Financial
of accounts • OpportunityService
Sales and and and Project • Service mgmt
Purchasing and Supply • Purchase
Production request
Planning and • Item mgmt • Bills of material
• Management
Journal entries Marketingpipeline mgmtManagement • Chainplanning
Service Management Inventory Management
• Purchase quotations • Item lists Production • Item Sets
• Posting templates • Contact mgmt • Tracking across multiple • Web-enabled RFQ • Price lists • Production orders
• Recurring postings • Activities mgmt customer interactions • Purchase orders • Goods receipts • Goods issues
• Exchange rates in multiple • Calendar • Equipment card handling • Goods receipt POs • Goods issues • Goods receipts
currencies • Campaign mgmt • Service Dashboards • Goods returns • Inventory transactions • Production Dashboards
• Financial reports • Blanket agreements • Service contracts • A/P Invoice • Transfers • GL Account Determination
• Budget mgmt
• Quotations • Mobile Interaction • A/P Reserve Invoice • Serial number mgmt • Life Cycle mgmt
• Cost accounting
• Purchase orders • Recurring transactions • Down-payment • Batch number mgmt • Item cost calculation
• Multiple posting periods
• Deliveries • Human resource integration Invoice/Request • Pick and pack • Forecasts
• Incoming payments
• Returns • Knowledge database • Cancel Marketing Documents • Recurring transactions • MRP
• Outgoing payments
• Invoices • Service calendar • A/P credit memos • Inventory Tracking • Drop Ship
• Payment run
• Dunning • Service call processing • Landed costs • Bin Location • Make to order
• Bank statement processing
• Checks • Price lists in multiple currencies • Intrastat • Multiple Measurements • Resource
• Credits • Special prices • Import Process • Inventory Counting • Order recommendations
• Deferred payments • Period and volume discounts • Workflow
• Account reconciliation • Customer mgmt • Resources
• DATEV / ELSTER • Gross profit calculation
• Fixed Assets • Microsoft Office integration
• Multi-branch
• SEPA
Contact Information:
www.linkedin.com/in/atsomo17