sap ag 2007 sap solutions for small and midsize enterprises (sme) additional components...
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SAP AG 2007
SAP Solutions for Small and Midsize Enterprises (SME)
Additional components額外的組件 for SAP Business One
General functions基本 (一般 )功能 in SAP Business One
Contents:
Fundamentals基礎知識 of SAP Business One
SAP AG 2007
Describe SAP's product offerings(產品種類 )for the SME market
Discuss the features and technology功能和技術of SAP Business One
Outline the additional components額外的組件that are available for SAP Business One
Navigate through(瀏覽 )SAP Business One and choose how the data displays
At the conclusion of this unit本單元結論 , you will be able to:
Fundamentals of SAP Business One: Unit Objectives
SAP AG 2007
You are the managing director(董事總經理 )of a midsize company and want to implement a new software solution to make your business processes more efficient業務流程更有效率 . You have heard that SAP also offers software solutions for companies of your size. You would like to find out what these products have to offer, and which one is most suitable for your company.
Fundamentals of SAP Business One: Business Scenario
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Describe SAP's product strategy產品策略 for the Small and Medium Enterprise market
Discuss the architecture(體系結構 ) and features of SAP Business One
At the conclusion of this topic在這個主題的總結 , you will be able to:
SAP Solutions for SME: Topic Objectives
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Company Size
SAP's Approach to the SME Market (1)
• There is no single, uniform SME market(沒有單一的，統一的中小企業市場 ). Companies vary considerably in terms of
Company size IT complexity Industry Location
SAP divides the SME market as follows:
Small companies that do not prepare balance sheets資產負債表
Advanced高級 SMEs Sophisticated複雜 SMEs
Industry
Large Enterprises- SAP Business Suite -
Sophisticated SMEs- SAP Business All-in-One
- SAP Business By Design
Advanced SMEs- SAP Business One -
Small Companies
Locatio
n
Services Retail Production
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SAP's Approach to the SME Market (2)
SAP divides the SME market as follows: Small companies that do not prepare balance sheets(資產負債表 ) Advanced SMEs Sophisticated(複雜的 )SMEs
Small companies Generally do not have specific needs when it comes to business software. In most cases, these needs
can be satisfied by the latest Microsoft Office applications.
Advanced SMEs Need to be able to model(塑造 ) and control their business processes using a software system. SAP has developed SAP Business One specially for such companies. SAP Business One is ideally suited to service, wholesale, retail or light manufacturing companies (服務，批發，零售，輕工製造公司 )with 10 to 100 employees, with fewer than 30 professional users. Companies with relatively straightforward business processes may find SAP Business One a perfect fit.
Sophisticated SMEs More complex, need a software system that is easy to implement, yet offers a broad range of business
functionality(廣泛 fàn的業務功能 ). SAP Business By Design is a complete, adaptable on-demand business solution which gives
companies the option of configuring(可以選擇設置 )their system with only limited or no onsite IT expertise (現場沒有 IT專業知識 )or resources. Companies choosing SAP Business by Design are likely to have 100 to 500 employees
SAP Business All-in-One especially for midsize companies to provide deep industry-specific functionality(特定行業的功能 ). Built on the proven ERP application, SAP Business All-in-One solutions also meets the needs of companies requiring adaptation(改編 ) and customization of complex business processes as their business changes and grows. These companies typically have 100-2500 employees and maintain a dedicated(一個專門的 )IT staff.
Large enterprises represent SAP's traditional customer base傳統的客戶群 and many are already using the SAP Business Suite.
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Server
Backup
SDK
Integration Toolkit
ServicesData base
SAP Business One: Technology (1)
Easyto Use
Architecture
Interfaces
Flexible
End-to-end solutionWindows look & feelSimple navigationDrill-down reportingDrag&Relate Integrated with Microsoft Word and
Microsoft Excel
2-tier client/server architecture ("fat client")
Win 32 based, C++Different database optionsVersion check
Easy to configureSearch helpsFormsQueries查詢User-defined fieldsUser-Defined Values for searches
SDK (programming interface for VB, C/C++, Java)
Integration Toolkit
Client
SDK
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SAP Business One: Technology (2)
SAP Business One Based on a two-tier client/server architecture兩層客戶 /伺服器架構 . The server runs a database server as a central data repository(中央數據儲存庫 )
(Microsoft SQL Server or IBM DB2 Universal Database Express Edition ). Most of the application resides on the client ("fat client"), where processing is carried
out locally
SAP offers a Software Development Kit軟件開發工具 (SDK) for SAP Business One. Can use this kit to add your own functions programmed in Visual Basic (VB), C/C++, and
Java. SDK runs either on the server or on the client depending on its purpose.
An integration toolkit整合工具 Provides an interface for converting data數據轉換 from SAP Business One to XML(可擴展標記語言 )
SAP Business One is shipped with a Service Manager and two services For sending e-mails, faxes, and SMS from SAP Business One (mail service) and creating
regular database backups (backup service).
SAP Business One provides general一般 functions that cover all business areas, as well as Customer Relationship Management (CRM), contact management, and user-defined values for formatted searches(格式化搜尋 ).
Country versions are constantly being developed to fulfill country-specific特定國家 requirements.
The user interface has already been translated into most major languages, and users can switch between the languages they need.
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SAP Business One Software Development Kit (1)
Server
Data Interface Server
External System
SAP Business One Server
Client
User Interface API
Add-on development
Data Interface API
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SAP Business One Software Development Kit (2)
The SAP Business One Software Development Kit (SDK) consists of the following:
Data Interface Server (DI-Server) allows you to integrate non-SAP systems
Data Interface Application Programming Interface (DI API) access to the SAP Business One database
User Interface Application Programming Interface (UI API) provides access to the screen elements in the SAP Business One client
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SAP Add-ons for SAP Business One 2007
Advanced Layout Designer
Copy Express
MS Outlook Integration
Payment Engine
Fixed Assets
Format Definition
Intrastat (European Union)
Only for Germany:
DATEV-FI Interface
ELSTER Tax Reporting
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Where do I Find Additional Information?
Solutions
• Release Planning• Features and Functions• ...
Service & Support
• Upgrades & Patches• Support Center• License Key Request• ...
Education
• Download of Training Material• Online Training• ...
Partnering with SAP
• Partnerships• Certification Process• ...
Marketing & Sales
• Marketing Resources • Sales Tools• Competitive Information • ...
Solution Development
•Software Development Kit
SAP PartnerEdgeGlobal
Channel Partner Portal
合作夥伴門戶網站
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Navigate瀏覽 through SAP Business One and choose how the data displays
Configure shortcuts設定快捷方式和您的電腦菜單and your user menu
Customize the main menu according to your authorizations權限
Use Drag&Relate
At the conclusion of this topic在這個主題的總結 , you will be able to:
General Functions in SAP Business One: Topic Objectives
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Applications
Administration
Financials
Sales – A/R
Purchasing – A/P
Business Partners
Banking
Inventory
Production
Service
Reports
Menu Drag & Relate
World of Sports [2004-6]manager
SAP Business One
User Menu
Choose Company (1)
Company
User
Administration Choose Company
Server
Company Databases
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Choose Company (2)
Administration Choose Company As long as your user exists in a company, you can switch directly to
a different company. You can also change users without having to exit the system.
Login for training database and server User code: manager ; Password: manager OR User code: manager ; Password: sab1
“Current server” Link to backend server後端伺服器 MUST NOT CHANGE
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Menu Bar and Toolbar
File Edit Data Goto Tools Window Help
Print Preview
Send E-mail
Send SMS
Send Fax
Export to MS-EXCEL
Export to MS-WORD
Launch Application
Lock Screen
General For Navigating Between Data Records
Menu Bar
Toolbar
View Module
Find
Add
First Data Record
Previous Record
Next Record
Last Data Record
工具欄
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User Code
User Name
Superuser
Mobile Phone
Fax
Password
Defaults
Branch
Department
Add Cancel
Users Setup
Winter
Sabine Winter
0167-653536
Sales
New York
Sales
Functions in a Form
Ctrl+Double-Click
Original Description:
New Descr.:
Mobile PhoneMobile Phone
? ?
Bold Italics
Selection List
Dropdown List
Winter [Form=20700 Item=13 Variable=1 OUSR,USER_CODE
User code (8 char)
(1) Administration Setup General Users.
(2) View System Information menu item, the system also displays some technical information about the field
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Display Parameters顯示參數
Language
Color
Default Length Unit
Default Weight Unit
Date Format, Date Separator
Time Format
Display Currencies on the Right
Decimal Places, Decimal Separator, and Thousands Separator
Administration System Initialization General
Settings on the Display tab
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SAP AG 2007
User-defined Shortcuts(快捷鍵 )and User Menu
User-defined Menu
InvoiceItem ManagementIncoming Payment
Order
User-defined Shortcuts
…
Forms
Reports
Queries
Links
Business Partner Master Data (BP)
Sales Opportunity
Quotation
Invoice
Select Won Opportunities
Settings for Opportunity Analysis
Open Items List
Sales Analysis Report Preferences
Menu Drag & Relate User Menu
Sales ManagerWorld of Sports [2004]
SAP Business One
OK Cancel
ListAllocation
(1) Tools My Shortcuts Customize, the system allows you to assign the function keys F2 through F12 to your most used transactions
(2) Tools My Menu Organize… to maintain your user menu.
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Customize Main Menu
Administration
Financials
Sales – A/R
Purchasing – A/P
Business Partners
Banking
Inventory
Production
Cost Accounting
Reports
Menu Drag & Relate
World of Sports [2004-6]Marc Seller
SAP Business One
User Menu
Main Menu
Form Settings – Main Menu
Administration
Visible
Financials
Sales /AR
...
Apply AuthorizationsApply Authorizations
Display only modules and menu items the user is authorized for.
Menu Item
Choose manuallythe Menu Items you want to display.
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Drag&Relate (1)
Purchased Item
Sales Item
WH Item
Fixed Assets
Item Number
Description
Descr. in Foreign
Item Grouping
Manufacturer
SWW
Price List
EAN CodeM00001
Bed (Metallic Design)
Bedroom Furniture
Meubles Antiques
Purchase Price EUR374.40
Expenses for Goods
Regular Vendor
Originator Catalog No.
Unit of Measurement for Purch.
Items per purchase unit
Packing Unit
Quantity per Packing Unit
Customs Group
Tax Liable
Expense Account
Dirk1
Unit
1
1
Customs Exempt
Input Tax 16 %
608000
0,00
16,00
OK Cancel
Length
Width
Height
Volume
Weight
Procurement Data Sales Data WH Data Restrictions Properties Details
List of all quotations for item M00001List of all quotations for item M00001
Sales / AR
Purchasing / AP
Delivery Notes
Invoices
Quotations
Returns
Orders
Credit Memos
Sales Persons
Delivery (Rows)
Invoices (Rows)
Quotations (Rows)
Return (Rows)
Orders (Rows)
Credit Notes (Rows)
AP Invoices
AP Invoices (Rows)
Goods Receipt
Goods Receipt (Rows)
Purchase Orders
Purchase Orders (Rows)
Purchase Credit Memos
Purchase Credit Memos (Rows)
Purchase Returns
Business Partners
Contacts
SAP Business One
Busy_Ones_5(1-10)manager
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Open up an existing sales order record
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Drag “C2000” to an item in the “Drag & Relate” menu
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Drag&Relate (2)
Drag&Relate is a particularly effective means of linking two business objects to create a query
You can limit the authorizations per user for using the reports: Administration System Initialization Authorizations General Authorizations, select General Drag&Relate
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Describe SAP's product offerings for the SMB market
Discuss the features and technology of SAP Business One
Outline the additional components that are available for SAP Business One
Navigate through SAP Business One and choose how the data displays
You are now able to:
Fundamentals of SAP Business One: Unit Summary
SAP AG 2007
System date deviation message
SAP AG 2007
System date deviation message – posting period difference