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2007 Version  New Features May 2007
Installation Internal Reconciliation Financials Enhancements Logistics Miscellaneous  Add-ons
Installation Internal Reconciliation Financials Logistics Miscellaneous  Add-ons
System Requirements   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Add-Ons Installation ,[object Object],[object Object],[object Object],[object Object],[object Object]
Installation Internal Reconciliation Financials Logistics Miscellaneous  Add-ons
Incoming/Outgoing Payment Screens – Reconciliation  ,[object Object],[object Object],[object Object],[object Object],[object Object]
Account Balance Screen – Reconciliation link  ,[object Object],[object Object],[object Object]
Manage Previous Internal Reconciliations ,[object Object],[object Object],[object Object]
Manage Previous Internal Reconciliations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Applied Transaction Screen  ,[object Object],[object Object],[object Object],[object Object]
Menu Changes ,[object Object],[object Object],[object Object]
Internal Reconciliation – Selection Criteria Screen  ,[object Object],[object Object],[object Object],[object Object],Menu Financials Menu Business Partners Menu Banking
Internal Reconciliation – main screen
Internal Reconciliation Screen ,[object Object],[object Object],[object Object]
Internal Reconciliation Screen * ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Exercise 1   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Automatic Internal Reconciliation – Credit Memo ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Automatic Internal Reconciliation - Reversal ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Internal Reconciliation Upgrade ,[object Object],[object Object]
Background ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Partial Reconciliation Prior to SAP Business One 2007 A 1) Before partial reconciliation 2) After partial document reconciliation x √ Transactions can be partially recon’d at Document level but not at G/L level 3) After full G/L reconciliation √ G/L level only allows  full recon,   which could reconcile the same payment twice
Impact Assessment Total sample =  187 (escalation)  customer databases Before 2007 A Upgrade After 2007 A Upgrade <1% BPs Affected 75%   customers affected by IRU for  Each   customer Each adjustment must be manually managed (Reconciled after the upgrade) 55  Adjustment Journals on average Only affecting open transactions that have been  partially  reconciled
Implications ,[object Object],[object Object],[object Object],IRU 1-2-3 Recommendation: Install and run the “pre-upgrade tool” Process post-upgrade adjustments (reconcile, post,  collect, write-off ) Learn what IRU is, what it means to them To Clear the IRU Issue Pre-upgrade tool, How-to Guide Dedicated support,  Risks & worst case scenarios Communication packages  To customers… To SAP… Each adjustment must be manually managed
Rollout for SAP Business One 2007 A Ramp-Up Program  GA New Customers Upgrade Customers Early Adoption Program (SAP Controlled Process) GA Ramp-Up Program Partner Led Process (IRU Tools & Programs) Dec Apr Mai Jun Jul Aug Sept Oct Nov 2007 Jan 2008
Installation Internal Reconciliation Financials Logistics Miscellaneous  Add-ons
JE Support In Dunning and Payment Wizard Option to exclude the JE  From the dunning wizard Via the JE settings
JE Support In Dunning and Payment Wizard ,[object Object]
Cost Accounting Enhancements - Key Features Cost Accounting  Cost Accounting key Features System wide consistency Distribution Rules history Additional XL Reporter Reports
Cost Accounting - System wide consistency ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],Cost Accounting – Distribution Rules History
[object Object],Cost Accounting – Distribution Rules History
Cost Accounting – Reporting * ,[object Object],[object Object]
Multiple Open Periods - Current Status ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Multiple Open Periods ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Multiple Open Periods Status Locked Unlocked Except Sales Unlocked Closing Period
SAP Business One 2007: Tax calculation ,[object Object],[object Object],[object Object],Journal Entry Sync  between Lines / Doc level
Tax Calculation – In Scope ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
1099 Enhancements – Key Features * ,[object Object],[object Object]
Exercise 2   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Installation Internal Reconciliation Financials Logistics Miscellaneous  Add-ons
Down Payment Invoice– Scenario Map *
Assembly BOM in Pick and Pack ,[object Object],[object Object],[object Object],Based on  component  minimum QTY
Assembly BOM in Pick and Pack ,[object Object],[object Object]
Sales BOM ,[object Object]
Sales BOM in Pick and Pack * ,[object Object],[object Object],[object Object],[object Object],[object Object]
Exercise 3 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Serial/Batch Handling ,[object Object],[object Object],[object Object],[object Object],Draft  documents Serial and  Batches Before Draft  documents Serial and  Batches SAP Business One 2007
Serial / Batches printing ,[object Object],[object Object]
Serial / Batches printing – Example * Serial Numbers: S290308, S121107, S031108, S310809, S301011, S280207,S120609, S160407, S040506 USD48.00 USD8.00 9.000 Lexmark 4029 AC LM4029ACA 3 Serial Numbers: S230408, S120708, S040908 USD720.00 USD240.00 3.000 Tape Backup 1920 B20349 2 USD1,536.00 USD384.00 4.000 HP Color Laser Jet A00005 1 Total Price Quantity Description Item # New way 24/11/2008 24/10/05 1/11/2005 2 03 B241108 01/08/2007 01/08/05 1/8/2005 1 02 B010807 12/12/2006 12/12/04 1/5/2005 1 02 B121206 Details Expir. Date Mfr Date Admis. Date  Qty Whse Batch
Gross profit in reserve invoice ,[object Object],[object Object],[object Object]
Credit Memo – Current Behavior
Credit Memo – New Behavior
Tax Only Documents ,[object Object],[object Object],[object Object]
Inventory Revaluation for FIFO
Inventory Revaluation for FIFO - Price Change ,[object Object],[object Object],[object Object],For each lot displayed in lower grid new price can be set. New price >=0. If ‘New Price’ field is left blank in lower grid, no revaluation is done for that particular lot after adding the document.
Inventory Revaluation for FIFO - Inventory Debit/Credit * ,[object Object],[object Object],[object Object],‘ Empty Lot’ checkbox in upper grid enables to display and revaluate also lots with zero quantity. If ‘Quantity’ and ‘Debit/Credit’ fields are left blank, no revaluation is done for that particular lot after the document is added.
Landed Cost ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Logistic point of view ,[object Object],GRPO A/P Inv1 Transport A/P Inv2 Loading A/P Inv3 Custom Warehouse ,[object Object],[object Object],[object Object]
Current system behavior of LaC ,[object Object],GRPO Landed Cost A/P Service Inv Transport A/P Service Inv Loading A/P Service Inv Custom Warehouse
New system behavior of LaC ,[object Object],GRPO LaC 1 LaC 2 A/P Service Inv Transport A/P Service Inv Loading A/P Service Inv Custom Warehouse Influence  on stock is  Immediate With auto.  transaction
Accounting Point of View **In case Customs don’t affect stock, the amount is posted to an expense account Stock / Custom Allocation Acc ** Custom Allocation Acc / Vendor - - Custom Stock / LaC Allocation Acc Stock / LaC Allocation Acc - Landed Cost LaC Allocation Acc / Vendor LaC Allocation Acc / Vendor - A/P Ser Invoice  (doc type Service) - - Stock Allocation Acc/ Vendor A/P Invoice  (doc type –Item) - Stock/ Stock Allocation Acc GRPO Loading Transport Items
Landed Cost – New Accounts *  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Exercise 4   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Installation Internal Reconciliation Financials Logistics Miscellaneous  Add-ons
1st page printed to a different printer   ,[object Object],[object Object],[object Object]
Zoom function for layout designing New icon ,[object Object],[object Object],[object Object]
Default Templates per User ,[object Object],[object Object]
Default Templates per Business Partners ,[object Object],[object Object]
PDF support for Layouts/Faxes/Emails (1) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Export a layout to PDF file
PDF support for Layouts/Faxes/Emails (2) For Emails/Faxes a PDF layout is attachable
Various Changes Change &quot;Field_xxx&quot; to &quot;F_xxx&quot; Unchecked &quot;preview printing layout&quot; and &quot;E-mail layout&quot;
PLD Opening Window  – Usability change ,[object Object],Opens the PLD (the default button) Closes the window  without saving the default change  (active only after a default change) Set one row as default template  ,[object Object],[object Object],Change to update  when the user sets a new default Closes the window
Minimize / Maximize All PLD Windows Together ,[object Object]
Marked Formula Headers in the Operation list of Formula Editor
Snap to Grid Includes Borders ,[object Object],Text Field Text Field Current Snap to Grid Text Field Text Field
Display digits changes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Enlarge Business Partner Master Data
Separate user tables from user fields
Settings Form   ,[object Object]
Date Picker / Calculator Date Picker in each ‚Date‘ Field selectable Calculator in each ‚Calculate able‘ Field selectable
Choose form List ,[object Object]
Add standard Find field to Authorization
Display System Queries on the Main Menu ,[object Object],[object Object]
Find Mode Fields recognizable with ‘yellow’ fields
Approval Procedure - Edit Rejected drafts ,[object Object],[object Object],[object Object],[object Object],[object Object]
Approval Procedure - Edit Rejected drafts
Approval Procedure - Add inventory documents ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Approval Procedure - Add inventory documents * ,[object Object],[object Object],[object Object]
Help - Welcome Screen - 1/2 ,[object Object],[object Object]
Help - Welcome Screen - 2/2 ,[object Object]
User Training ,[object Object]
What’s This? - Field Level Help ,[object Object],[object Object],Right Click
Security Enhancements * ,[object Object]
Installation Internal Reconciliation Financials Logistics Miscellaneous  Add-ons
XL Reporter no longer as Add-on ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Outlook Integration ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Copy Express ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Copy Express – Sorting and Filtering
Copy Express – New Copy Methods
Copy Express – Indicate Changeable Fields
Web Tools Overview Web SFA Orders, Quotes, Opportunities Mgmt And Pipeline Mgmt Web Themes  & Pages B2C Shopping Cart CRM Prospects and Activities Marketing Campaigns, Content, Ads Coupons/Promotions Account Management Customer, Vendor or Lead, Customer Hierarchy Web Customer Support Customer Self Serve, Service/Support Tickets, Escalations, Document Download Catalog Mgmt Kitting, Variants, BOM, Attributes Selection, Cross Sell, Year Make Model, Multi Tier  B2B Orders, Order Approval, Customer  Specific Pricing and Catalog Media Library Images, PDF,SWF Etc. Areas with new features or changes
Web Tools 2007   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Technical English Language 2005 MS SQL Server 2005A SP1 SAP Business One
Administration UI Changes   V 5.9 V 2007
Security and Check Out ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sales- E-Commerce and Internal
Support and Service Completely Makeover of Support/Service
Support/Service ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Support Solutions ,[object Object],[object Object],[object Object]
Catalog and Part Display ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
New Display Options Part Detail List Display
Themes – Look and Feel Design ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Certification Exam ,[object Object],[object Object],[object Object],[object Object]
Ramp Up ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
2007 Trivia -1 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
2007 Trivia - 2   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
2007 Trivia - 3   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
2007 Trivia - 4   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Thank You ,[object Object],[object Object]

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2007 V New Features Workshop

  • 1. 2007 Version New Features May 2007
  • 2. Installation Internal Reconciliation Financials Enhancements Logistics Miscellaneous Add-ons
  • 3. Installation Internal Reconciliation Financials Logistics Miscellaneous Add-ons
  • 4.
  • 5.
  • 6. Installation Internal Reconciliation Financials Logistics Miscellaneous Add-ons
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22. Partial Reconciliation Prior to SAP Business One 2007 A 1) Before partial reconciliation 2) After partial document reconciliation x √ Transactions can be partially recon’d at Document level but not at G/L level 3) After full G/L reconciliation √ G/L level only allows full recon, which could reconcile the same payment twice
  • 23. Impact Assessment Total sample = 187 (escalation) customer databases Before 2007 A Upgrade After 2007 A Upgrade <1% BPs Affected 75% customers affected by IRU for Each customer Each adjustment must be manually managed (Reconciled after the upgrade) 55 Adjustment Journals on average Only affecting open transactions that have been partially reconciled
  • 24.
  • 25. Rollout for SAP Business One 2007 A Ramp-Up Program GA New Customers Upgrade Customers Early Adoption Program (SAP Controlled Process) GA Ramp-Up Program Partner Led Process (IRU Tools & Programs) Dec Apr Mai Jun Jul Aug Sept Oct Nov 2007 Jan 2008
  • 26. Installation Internal Reconciliation Financials Logistics Miscellaneous Add-ons
  • 27. JE Support In Dunning and Payment Wizard Option to exclude the JE From the dunning wizard Via the JE settings
  • 28.
  • 29. Cost Accounting Enhancements - Key Features Cost Accounting Cost Accounting key Features System wide consistency Distribution Rules history Additional XL Reporter Reports
  • 30.
  • 31.
  • 32.
  • 33.
  • 34.
  • 35.
  • 36. Multiple Open Periods Status Locked Unlocked Except Sales Unlocked Closing Period
  • 37.
  • 38.
  • 39.
  • 40.
  • 41. Installation Internal Reconciliation Financials Logistics Miscellaneous Add-ons
  • 42. Down Payment Invoice– Scenario Map *
  • 43.
  • 44.
  • 45.
  • 46.
  • 47.
  • 48.
  • 49.
  • 50. Serial / Batches printing – Example * Serial Numbers: S290308, S121107, S031108, S310809, S301011, S280207,S120609, S160407, S040506 USD48.00 USD8.00 9.000 Lexmark 4029 AC LM4029ACA 3 Serial Numbers: S230408, S120708, S040908 USD720.00 USD240.00 3.000 Tape Backup 1920 B20349 2 USD1,536.00 USD384.00 4.000 HP Color Laser Jet A00005 1 Total Price Quantity Description Item # New way 24/11/2008 24/10/05 1/11/2005 2 03 B241108 01/08/2007 01/08/05 1/8/2005 1 02 B010807 12/12/2006 12/12/04 1/5/2005 1 02 B121206 Details Expir. Date Mfr Date Admis. Date Qty Whse Batch
  • 51.
  • 52. Credit Memo – Current Behavior
  • 53. Credit Memo – New Behavior
  • 54.
  • 56.
  • 57.
  • 58.
  • 59.
  • 60.
  • 61.
  • 62. Accounting Point of View **In case Customs don’t affect stock, the amount is posted to an expense account Stock / Custom Allocation Acc ** Custom Allocation Acc / Vendor - - Custom Stock / LaC Allocation Acc Stock / LaC Allocation Acc - Landed Cost LaC Allocation Acc / Vendor LaC Allocation Acc / Vendor - A/P Ser Invoice (doc type Service) - - Stock Allocation Acc/ Vendor A/P Invoice (doc type –Item) - Stock/ Stock Allocation Acc GRPO Loading Transport Items
  • 63.
  • 64.
  • 65. Installation Internal Reconciliation Financials Logistics Miscellaneous Add-ons
  • 66.
  • 67.
  • 68.
  • 69.
  • 70.
  • 71. PDF support for Layouts/Faxes/Emails (2) For Emails/Faxes a PDF layout is attachable
  • 72. Various Changes Change &quot;Field_xxx&quot; to &quot;F_xxx&quot; Unchecked &quot;preview printing layout&quot; and &quot;E-mail layout&quot;
  • 73.
  • 74.
  • 75. Marked Formula Headers in the Operation list of Formula Editor
  • 76.
  • 77.
  • 79. Separate user tables from user fields
  • 80.
  • 81. Date Picker / Calculator Date Picker in each ‚Date‘ Field selectable Calculator in each ‚Calculate able‘ Field selectable
  • 82.
  • 83. Add standard Find field to Authorization
  • 84.
  • 85. Find Mode Fields recognizable with ‘yellow’ fields
  • 86.
  • 87. Approval Procedure - Edit Rejected drafts
  • 88.
  • 89.
  • 90.
  • 91.
  • 92.
  • 93.
  • 94.
  • 95. Installation Internal Reconciliation Financials Logistics Miscellaneous Add-ons
  • 96.
  • 97.
  • 98.
  • 99. Copy Express – Sorting and Filtering
  • 100. Copy Express – New Copy Methods
  • 101. Copy Express – Indicate Changeable Fields
  • 102. Web Tools Overview Web SFA Orders, Quotes, Opportunities Mgmt And Pipeline Mgmt Web Themes & Pages B2C Shopping Cart CRM Prospects and Activities Marketing Campaigns, Content, Ads Coupons/Promotions Account Management Customer, Vendor or Lead, Customer Hierarchy Web Customer Support Customer Self Serve, Service/Support Tickets, Escalations, Document Download Catalog Mgmt Kitting, Variants, BOM, Attributes Selection, Cross Sell, Year Make Model, Multi Tier B2B Orders, Order Approval, Customer Specific Pricing and Catalog Media Library Images, PDF,SWF Etc. Areas with new features or changes
  • 103.
  • 104. Administration UI Changes V 5.9 V 2007
  • 105.
  • 106.
  • 107. Support and Service Completely Makeover of Support/Service
  • 108.
  • 109.
  • 110.
  • 111. New Display Options Part Detail List Display
  • 112.
  • 113.
  • 114.
  • 115.
  • 116.
  • 117.
  • 118.
  • 119.