sap business one 8celesteng.mis.yzu.edu.tw/im434/sap/sap b1 8 point 8.pdfsap business one 8.81...
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SAP Business One 8.81Overview
Benno Eberle
SAP Business One 8.81Expert Empowerment Session
SME Solution Portfolio Development, Roll-OutOctober 2010
1. Give an overview about the new 8.81 functionaliti es2. Discuss the benefits of the 8.81 release
Objectives
At the end of this session, you will be able to:
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2. Discuss the benefits of the 8.81 release
Where we are with SAP Business One 8.81
Roadmap Snapshot
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Release Family –
Definition
Release Family –
Maintenance
�Enhancements are delivered in major or minor releases. Major releases (e.g. 8.8) contain major new functionality or architectural changes; minor releases (e.g. 8.81, 8.82) include new and improved business functions or corrections � Interfaces remain stable between major and minor releases�A major release and minor releases that follow it, present a release family
�Each release family is supported for 3 years (begins with unrestricted shipment of the major release and covers any subsequent minor releases in the release family)�When a new minor release enters unrestricted shipment, maintenance of the preceding version is
discontinued�Patch frequency varies from 4 to 12 weeks; gradually decreasing during maintenance period
Agenda (1)
1. Business Logic Enhancements1.1. Recurring Activities1.2 Reopen Order for Redelivery1.3 Request for Quotation1.4. Procurement Confirmation
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1.4. Procurement Confirmation1.5. Recurring Transactions1.6 Journal Entry Preview1.7 Extended Project Information1.8 Basic Cost Accounting1.9 User Administration Enhancements
Agenda (2)
2. Legal Requirements2.1 BIC/SWIFT & SEPA2.2 Extended Production Posting2.3 Fixed Assets History Sheet – Printing2.4 Enhancements for IFRS
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2.4 Enhancements for IFRS2.5 Tax Code Determination Enhancements2.6 User Access Log2.7 Other Legal Requirements
3.Technical Enhancements3.1. Software Development Kit3.2 Electronic File Manager
1.1 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 :
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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
Motivation: Better Customer Management with Less Effort
1.2 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
Sales Order: Status: ClosedOpen Qty: 0
Sales OrderQty: 10
Delivery 1Qty: 10
Initial Sales Process:
Return (based on delivery)
ReturnQty: 3
Sales Order: Status: OpenOpen Qty: 3
Delivery 1
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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
Motivation: Streamlined Processes
Qty: 3 Open Qty: 3
Sales Order: Status: ClosedOpen Qty: 0
Subsequent delivery of open quantity:
Sales Order Delivery 2Qty: 3
� Enable in Document Settings for sales and purchase orders separately:� Document Sales Order� Document Purchase Order
1.2 Reopen Order for Redelivery
Document Settings
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� Choose whether the function isautomatic or user decision
1.2 Reopen Order for Redelivery
Example
Important:Delivery must be status = open (invoice not created)to create a based return
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1.3 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 :
Purchase Quotation Generation Wizard
Purchase Quotation 1
Purchase Quotation 2
Purchase Quotation n
Get data from vendors
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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 SSP’s to develop additional branch specific functionalities
Motivation: Improve Effectiveness of Purchasing Team
UpdatePQ 1
UpdatePQ 2
UpdatePQ n
Create Purchase Order
from vendors
Pick optimal vendor
1.4 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
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Motivation: Save Time and Money
Procurement Confirmation Wizard
Benefits :
� Saves time with the procurement process
� Saves shipping costs, as several Sales Orders can combine into one Purchase Order
1.5 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
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contract
Benefits :
� Easier handling of periodic documents
� E.g. Quarterly invoices for service contracts, rates, fees, lease, constant replenishment, …
Motivation: Increase Automation and Save Time
1.5 Recurring Transactions for
Marketing and Inventory Documents (2)
Annual contract with
Create atemplate
Recurring transactions templateTemplate
NameTransaction
TypeRecurrence
PeriodStart Date Valid Until
Server Maintenance
A/R Invoice Monthly 01.01.2011 01.12.2011
Transactions...
� Example:
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customer based on a monthly rate
...12 Invoices will be triggered during the period
Invoice Invoice Invoice Invoice Invoice Invoice Invoice Invoice Invoice
Execute
Transactions...
1.6 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
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to posting
� Risk-free learning of system behavior
� Reduces system implementation time
� Journal entry posting more predictable
Motivation: Avoid Posting Issues
1.7 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:
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Benefits:
� Broader range of information can be used to plan, manage and calculate projects
� More accurate and transparent project management
Motivation: Transparent and Complete Project Handling
� Financials� Transaction Templates � Recurring Postings
� Marketing Documents� Freight definition� Freight on row � Freight on header� Freight on header (Brazil)
1.7 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
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� Deposit-Check� Deposit- Credit card� Postdated Credit Voucher Deposit
� Production� Production Order� Bill of Material
1.8 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
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� 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
Motivation: Enable Cost and Revenue Analysis
1.8 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
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Dimensions
Benefits :
� Speed up entry of data
� Better grouping of cost centers
� Multiple views can be generated of the same data
Motivation: Data capture in a single location
1.8 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
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� 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
Motivation: Management Decisions Backed up by Real Data
1.9 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
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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
Motivation: Personalized User Experience
2.1 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
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� 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
Motivation: Utilize the Benefits of SEPA withLower Bank Transaction Fees and Faster Bank Transfers
Note: SWIFT available for all localizations, IBAN for all, SEPA available for EU localizations, Switzerland and Norway
2.2 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
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� Possibility to change the posting schema for production
Benefits:
� Increased transparency of WIP values
Motivation: Legal Compliance
Note: Available in CZ, SK and HU
2.3 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
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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
Motivation: Legal Compliance
Note: Available for all countries with released SAP Fixed Asset add-on
2.4 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 reportingstandards
� 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. UDF’s)
� Financial Templates enhancements
� Reports Selection Criteria enhancements
� New Inventory Valuation Method Report
� New Inventory Valuation Simulation Report (Chile only)
Benefits
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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
Motivation: Provide Generic Tools and Functionality to Ensure Compliance withIFRS and other Reporting Standards
LocalG/L accounts
Common G/L accounts
IFRSG/L accounts
2.5 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
New TCD Rule
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using existing information from the documents
Benefits :
� Additional flexible rules to set tax code
� Higher automation of tax code determination
Motivation: 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
2.6 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)
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� Ability to restrict access to log (Authorization)
Benefits :
� Detailed user access log(for corporate governance and security audit purposes)
Motivation: Legal Compliance
2.7 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
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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
2.7 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, BE
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localization (prerequisite for replacement of BE and NL electronic reports)
3.1 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 inGrid & Matrix
Columns with totals support enhancement for Grid & Matrix
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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)
3.2 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 :
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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
Motivation: Lower Effort and Cost to Adapt and Design Electronic Reports
Thank you!
Benno EberleSME Solution Portfolio Development, Roll-Out
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SME Solution Portfolio Development, Roll-OutOctober 2010
SAP Business One 8.81Expert Empowerment Session
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