SAP Business One Modules

SAP Business One is a fully integrated application that provides the user with a real time solution that shares information with the people who need it throughout the organization.

Although the solution can be delivered ‘out of the box’ SAP Business One has a very powerful software development kit that enables the application to be tailored to fit.

The application’s core functionality is summarised on this page.

Financials 

The SAP Business One solution is built around its Financials module. The entire application feeds into the system in real time. The Financials module has the ability to drill down from any journal to the transaction.

SAP Business One has the ability to create a standard chart of accounts or a segmented chart of accounts depending on the needs of individual companies. For companies with offices in different locations each general ledger account code can be based on any currency setup within the system.

The stock module is completely integrated into the General ledger and all stock transactions post in real time to the Financials. No more need for accruing Goods received not invoiced. SAP Business One’s integrated stock and general ledger does the accrual for you.

Other features within the General ledger include Budgeting, Profit centre reporting, Project reporting and multi-company consolidation

Purchasing

SAP Business One Sales and Purchasing processes ensure that the user has access to all the relevant information they require in real time. Purchasing can be done using a standard purchase order, a back-to-back order or the MRP function.

Both Sales and purchase order processing provides the user with invaluable information such as the historical purchase and sales prices for a particular customer or supplier, real time stock levels and, using the drag and relate reporting tool, complete sales or purchase history information.

SAP Business One’s sales and purchase order screens can be altered to display information the user feels is relevant. Each user can customise their view to suit their individual needs. This, coupled with the ability to add as many new fields to both the header and line level, ensures that SAP Business One can cater for any company’s requirements.

Warehousing & Production

Streamlined and optimized distribution processes are crucial to customer satisfaction and inventory cost control. Even if your product line is extensive and complex, the SAP® Business One application offers comprehensive inventory and production management functionality to meet your business needs. You can manage detailed item, inventory, and warehouse data; track and record inbound, outbound, and inter warehouse stock movements; and plan and release production orders based on your material requirements planning.

CRM

Use the powerful sales management tools of the SAP Business One application to create quotes, enter customer orders, and perform real-time availability checks cross all your warehouses. Record new sales opportunities with relevant information, such as lead source, potential competition and closing date. Track relevant activities from the first contact to the successful close of the transaction. The integration of SAP Business One with Microsoft Outlook allows you to synchronize contacts and opportunities, while gaining instant access to customer data from your e-mail using snapshot templates. The print layout designer tool in SAP Business One provides templates for any document you may need during the sales process, such as quotations, order confirmations, and billing documents

Within CRM the following functionality exists.

Sales Opportunities
Business Partners
Alerts
Activities
Service Management

E-Commerce and Web CRM 

SAP Business One E-Commerce and Web CRM provides two strategic capabilities

E-Commerce 

An integrated and comprehensive E-commerce package designed for SME’s that want to sell and market online which accommodates both business-to-business and business-to-consumer e-commerce on the same website.

Stock and Inventory and pricing data is fully Integrated with SAP Business One and web customers can have multiple users each with their own login and access rights.

Web CRM

An online customer management package extending SAP Business One CRM functionality using a web-based user interface. The SAP Business One Web CRM functionality adds campaign management and prospecting capabilities as integrated additions to the robust CRM capabilities for sales force automation and customer service already available in SAP Business One. 

SAP Business One E-Commerce and the SAP Business One Web CRM functionality were created to perform seamlessly together or separately, whichever your business requires. 

SAP Business One E-Commerce and Web CRM are sometimes referred to collectively and generically as ‘Webtools’. 

XL Reporter 

XL Reporter in SAP Business One enables you to create powerful sales reports using Microsoft Excel templates. With the report designer and the report composer, you can create dashboards showing top-customer and deal overviews, year-to-date revenue, open orders, and open receivables. The same tools let you create detailed sales reports, such as opportunities forecasting, pipeline tracking, win/loss analysis, and sales order analysis. SAP provides a large number of templates to give you a head start on your sales reporting. The report organizer in SAP Business One helps you manage and execute your reports and allows for easy distribution to sales employees and business partners.

Outlook Integration

The Microsoft Outlook add-on for SAP Business One allows you to synchronize calendars and tasks and lets you import customer data from SAP Business One into your Microsoft Outlook contacts list. The quotation function included in this add-on enables you to display and edit existing quotations directly in Microsoft Outlook. You can create new quotations in Microsoft Outlook, store them in SAP Business One, and send them as an e-mail to your prospect or customer. E-mails sent and received in Microsoft Outlook can be saved and retrieved as activities in SAP Business One.

Crystal Reports Integration

Crystal Reports is the industry-leading software for creating and distributing professional business reports. The Crystal Reports Integration for SAP Business One allows users to author their own Crystal Reports from within SAP Business One accessing their own SAP Business One Data. Reports can be shared throughout an organization using the offline report viewer or the internet or can be exported to Microsoft Office or Adobe PDF format documents.

Human Resources

SAP Business One comes complete with a Human Resources (HR) Module to enable you to track details on your employees. Employees can be set up as sales people or technicians the details of which are then available to other relevant modules within SAP Business One.

The HR module stores all data relating to the employee such as Date of birth, start date etc. The system also allows for the tracking of skills which assists in the selection of technicians within the service module, absences and salary details.

Using SAP Business One’s alerting module alerts can be created for line managers when an employee’s probation is coming to an end or their annual review is due.

Drag & Relate

Drag & Relate is an interactive tool based on predefined system queries. You use it to create reports and to display information about business processes. The user-friendly interface helps you find important information quickly, and locate different objects or documents in SAP Business One. For example, you can generate a report on all items or item groups, or all purchase orders that you created for a particular vendor.

The Drag & Relate queries allow you to search for data both in reports and in the master data, such as G/L accounts and business partners.
Use Drag & Relate to quickly produce reports and access information in SAP Business One. You drag master data or system setup data, for example, business partner master data, item groups, accounts or payment terms, and relate it to business process information, for example A/R invoices, deliveries, purchase orders, or service calls.

Query Wizard

The query wizard enables easy access to the SAP Business One database and is also an easy way of building user-defined reports. The wizard will guide you step by step through the tables and parameters required for creating your own queries. This is a great tool even if you are not technical, as it allows you to build custom reports to suit your own business reporting requirements. You can build some simple queries to pull basic fields from the database in a matter of minutes.

Data Transfer Workbench

When making the change from legacy systems to new business management solutions, such as SAP Business One, organisations are faced with the challenge of having to keep historic data online for audit and research purposes as well as for ongoing day-to-day business activities. The best practice for keeping historic data online is legacy data migration which allows for a seamless transition from legacy systems to SAP Business One.

Data Transfer Workbench for SAP Business One is a migration tool that enables you to easily transfer business and system data from your legacy system into SAP Business One. Data Transfer Workbench incorporates data from all core business areas, such as accounting, sales, purchasing, and logistics. Furthermore, it transfers master data, such as business partner and item records, as well as transaction data, such as orders, invoices, and balances, as both need to be available in the new SAP Business One system. 

In addition to enabling configuration and execution of initial data imports, Data Transfer Workbench helps you with all other data migration needs, including the update of SAP Business One on a regular basis with data from another system, or the migration of large amounts of data, which can be transferred as files, rather than having to be typed manually into SAP Business One. All data transfers can be executed manually on an ad-hoc basis or scheduled to run at certain times or intervals.

Software Development Kit

All Businesses differ in one way or another and whether you need to be able to interface with another application or develop some custom procedures the Software Development Kit (SDK) enables you to customise SAP Business One to your needs.

The SDK provides tools to customise the application in your own development environment. VB and C++ are a couple of examples of the programming languages used.

Within the application users without development experience can also modify the application to better suit their needs. SAP Business One has the ability to add fields and tables as well as rename existing fields.