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An overview of the updates to SAP Business One in version 9.2. Balloon One is an industry leading supply chain Software provider, we are committed to creating effective solutions to our customers to aid their growth and development. Visit our website and arrange a demo today: http://www.balloonone.com/erp-and-warehouse-management-software/
0:16 Welcome to the latest series of videos
0:20 from
Balloone One on functionality with
0:23 the
SAP Business One. I'm going to show
0:25 you something new functionality that has
0:27 been introduced in the latest release
0:28 9.2
In this session will be covered a
0:32 number of functionality changes and
0:33 additions some of which are small
0:35 changes or other are the introductions
0:37 from major functionality additions.
0:40
I will demonstrate in the follow them.
TOPICS
• Alternate Keyboard Functionality
• Extended Filed lengths
• Extended Chart Of Accounts
• Enhanced Approval Procedures
• Alignment of Marketing Document journals with transactions lines
• Shipped Goods Account
• Extended Excel Import
• Price List
• BP Catalogue Number
• Enhanced Service Module
• Browser Acces
Alternate Keyboard Functionality
• Numeric keypad ENTER key can now
function as a TAB key
• Disable the main ENTER key from activating the ADD, UPDATE and OK
screen buttons.
Administration > System Initialisation > General Settings - Service tab
0:53
Alternate Keyboard Functionality
0:57
When moving from one system to another many
0:59 users often struggle to get used to the
1:01 new keyboard functionality,
especially
1:03
when it comes to TAB and ENTER keys.
1:05
Under 9.2 you can now specify the action
1:08 taken when pressing some of these keys.
1:10
There are two main changes that could be
1:13 sets which are numeric keypads in
the key,
1:16 can now be set act as a
TAB key and you
1:19 can disable the main
ENTER key from
1:21 activating the active button on the form.
1:23
For example, currently when you're adding
1:26
a sales invoice and you press the ENTER key,
1:28
SAP will activate the ADD button
1:30 and try to add the document.
You can now
1:33 turn this off so the only way to add the
1:35
document is to click on the ADD button
1:36 fire your mouse.
You can find the
1:41 settings for these options on the
1:42 services
TAB of the General Settings
1:45 under
Administration System,
1:47
Initialization.
Extended Field Lengths
• Item Codes, BP Catalogue Numbers, Resource Numbers and Manufacturer
Catalog Numbers - 50 Characters
• User Codes - 25 Characvters
1:54
Extending through lengths for many requests for larger fields 9.2
1:58 is introduced to 50 characters field length
2:00
Item codes. BP catalog numbers,
2:02
Resource numbers and manufacture catalog
2:05 numbers user codes have also been
2:07 extended to 25 characters.
These changes
2:11 enable better accommodation of
2:12 third-party codes as well as enabling
2:14 more meaningful codes for items.
For
2:17 example, to cover multiple colors and
2:19 sizes of a single product.
Extended Chart Of Accounts
• The new standard chart of account in 9.2 can be defined up to 10 levels.
10000000000 - Assets
10100000000 - Fixed Assets
10111000000 - Land & Buildings
10111100000 - Freehold Land
2:25
Extended Chart Of Accounts. With the current
2:27 standard
Chart Account you can drill
2:29 down to five levels.
With the new
2:31 functionality around the
Chart Accounts
2:33 and 9.2 it is now possible to drill down
2:36 to 10 levels.
Enhanced Approval Procedures
• Approvals now triggered when documents are updates and not just when added.
2:37
This gives scope for more detailed
2:40 analysis within your general ledger
2:41 enhanced approval procedures 9.2 is
2:48 enhanced approval process to now include
2:51 editing documents which was not covered
2:53 before in a previous version of sapa
2:55 business one if you added the doctrine
2:57 which fell outside of approval process
2:59 creates here but then amended the doctor
3:02 and bring it within the criteria it
3:03 would not get picked up by the approval
3:05 process
3:06 now all da connections are picked up by
3:08 the approval process
Alignment of Marketing Document journals with transactions lines
3:16
Alignment of marketing document lines with journal
3:17 lines up so now when you post the
3:19 marketing document that creates journal
3:21
SAP would always summarize the entries
3:23 on the journal so if you had five items
3:25 ourselves invoice for example the
3:27 general would only show one line entry
3:29 for the journal to say revenue over cost
3:31 of sales if all the items had the same
3:33 account determination
3:35 now you can specify the each line of
3:38 your marketing document creates his own
3:39 lines on the journal an example here you
3:42 can see that the revenue and the VHC
3:44 have now been split into separate
3:45 posting lines one for each of the items
3:47 on sales invoice this is now enables you
3:50 for better reconciliation of the likes
3:52 of uva t account when you're breaking
3:54
down different items.
Shipped Goods Account
• Previous 9.2 if you posted a delivery note in one period and the
invoice in the next then you would not be matching Cost Of Sale with Revenue in
the same period.
4:02
Ship goods account one area that was always raised an issue
4:04
SAP is where delivery now is created in
4:07 a separate period to the invoice this
4:09 meant that the revenue and the cost of
4:10 cells will not be realized in the same
4:12 period now
SAP as introduced ship goods
4:17 account which uses on the delivery note
4:19 in place of the cost of goods sold
4:20 account when invoices them raised in a
4:23 separate period
SAP will reverse the
4:25 entry from the ship goods account posted
4:27 to the cost of goods sold account match
4:29 against the revenue in the same period
4:31 extended excel imports County you have
Extended Excel Imports
• Price Lists
• BP Catalogue Numbers
4:39
You can import data for items and
4:42 business partners using Excel
4:43 spreadsheet without having to use dtw
4:46 SAP up now extended functionality to
4:48 relate import standard price list and BP
4:51 catalogs making the process a lot more
4:54
easier
Enhanced Service Modue
• Service calls can now be raised against suppliers
• New business partner tab
5:00
Enhancer this module the service module has now
5:02 been extended to include purchasing so
5:03 you can raise a service call to get
5:05 supplies as well as customer
5:07 there's also been edition of extra
5:08 business partner details on the service
5:10 call including shipping and billing
5:12 address contact details phone numbers
5:16 fax numbers emails and also the ability
5:18 to sign for a business partner project
5:20 code.
Features
• Combines both financial and project
• Centralize all project related transactions, documents, resources and
activities in one place.
• Depending on the size and scope of a project, it can be split into
different "Sub Projects" or "Phases" which may represent a functional area for
example.
Benefit
• Helps to monitor the progress of
Tasks, Stages & Phases>
• Manage projects more effectively from start to finish
• Better project transparency by analysing budget and costs and
generating reports on aspects of the project, such as stage analysis, open
issues and reosurces.
5:29
Project management one of the biggest enhancements in 9.2 is
5:31 introduction of a new project management
5:33 module 39.2 projects were limited to
5:36 purely financial information using
5:37 project codes side against financial
5:40 transactions now in 9.2 you can manage
5:43 to complete projects and all its tasks
5:45 and phases alongside the financial
5:47 aspects of a project project can be in
5:50 turn as well as external given the
5:52 ability to manage in-house products as
5:54 well as customer base products for
5:56 larger projects you can also split them
5:58 into sub-projects or manage from the
6:00 main umbrella project within the new
6:04
Project management functionality you can
6:05 set up various stages of your project
6:07 and against each stage you can allocate
6:10 a different employees we called the
6:12 various tasks and activities for those
6:14 stages record and monitor issues for
6:18 each stage through service calls track
6:20 related documents in the form of
6:22 invoices and orders later three stage as
6:25 well as attached external documents
6:27 interesting a pee again against the
6:29 stage you can also link the project to
6:32 work sources within the system each
6:35 stage can be given a budget and you can
6:37 monitor the expenditure against this
6:38 budget for each stage as well as for the
6:40 overall project.
Browser Acces
Features
• Securely acces SAP Business One from
Browser
• Support hybrid mode
• Users have the choice to use the SAP Business One
client in MS Windows Desktop or Browser Acces mode
Benefit
• No need to install and upgrade client
software
• Simpler lifecycle management with minimized eco-system effort.
• Lower overall total cost of ownership.
• Access securely from any location with a compatible browser.
6:49
Browser access 39.2 it is now also possible to run a
6:50 browser-based version of
SAP business
6:52 well this means you do not have to
6:54 install the standard client software on
6:56 a pc to excess AP as long as it is has a
7:00 compatible browser this access can be
7:03 purely internal access or can be set up
7:05 to be accessed through your firewall
7:07 from an outside world the access
7:09 requires all the standard user names and
7:11
passwords are standard SAP
7:13 cries this new functionality also means
7:17 a lower total cost of ownership as
7:19 remote users no longer require remote
7:21 desktop connection and the corresponding
7:23 license as you can see from the
7:26
following screenshot
7:28
The Browser version of tops all the characteristics of the
7:30 installed client version and also allows
7:32 customizations made with the likes of
7:34 the boy immutability pack to be used as
7:36 well
7:36
Thank you for your time and please
7:40 look out for further videos from the
7:42
Balloon One range of customer information
7:43 videos.
