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SAP Business One 9.2 Features and Enhancements

Administration

Administration => Extension of Field Lengths:

The following fields have been extended to 50 characters:
> Item No.
> BP Catalogue No.
> Resource No.
> Mnf. Catalogue No.
> User Code (extended to 25 characters).
Benefit:
> Greater flexibility to define various items of the same product distinguished by different attributes such as; size,   colour, height & width.
> Supports greater range of naming conventions.

Quick Copy

The following data categories are now supported:
> User group authorisation.
> Data ownership (Documents & Business Partners).
> Forecasts.
> Completion of the Financials module.
> Field naming and formatting.
> Multi-language translation.
> Cockpits and dashboards (Only non Fioristyle cockpits and dashboards are supported.)

Benefit:
> Quick Copy is now more powerful and flexible to use by supporting more objects, making it easy to copy or    update objects such as group authorisations and forecasts.

Data Ownership

Data ownership management extended to business partners.

Restrict access and visibility to:

> Business Partner Master Data.
> Documents using Business partner with owners.

Manage data ownership by:
> Documents Only: Permissions are defined per document.
> Business Partners Only: Permissions to documents are defined by whether users are assigned ownership of the business partner used in documents..
> Business Partners and Documents: When Business Partners have owners, permissions to documents are decided by whether users are assigned ownership of the business partner used in documents. When Business Partners have no owner, permissions are decided per document

> Bypass Data Ownership for Business Partners of a specific user by granting access at Company level. Restrict system reports like Open Items List to reflect only results against specific Business Partners for specific users. Exclude specific restrictions and enable read access.

Benefit:
> Additional layer of authorization and security.
> Enhanced usability as only relevant data is considered.
> Safe guard company information against data theft.

Job Service

> New service available in System Landscape Directory: SAP Business One Job Service.
> Manage alert settings on the server-side.
> Send alerts when SAP Business One client is closed.
> AlertSvc user is a predefined user to send internal messages or trigger SAP Business One Mailer to send E-mail.
> Service Layer needs to be installed for SAP Business One, version for SAP HANA


Benefit:
> Ability to receive alerts at anytime whenever they occur to meet business demands.

Other

Approval Procedure:
You can set documents to go through an approval process upon update, if the document was not generated upon approval. For example, if a document was generated without approval and a user subject to approval attempts to make updates to this document, an approval process is initiated. These updates need to be approved before being added to the document.

Import from Excel:
You can now import the following data types from Microsoft Excel into SAP Business One; Prices Lists & Business Partner catalogue numbers.

Financial Management => Align Postings of Journal Entries with Marketing Documents

> New service available in System Landscape Directory: SAP Business One Job Service.
> Manage alert settings on the server-side.
> Send alerts when SAP Business One client is closed.
> AlertSvc user is a predefined user to send internal messages or trigger SAP Business One Mailer to send E-mail.
> Service Layer needs to be installed for SAP Business One, version for SAP HANA


Benefit:
> Ability to receive alerts at anytime whenever they occur to meet business demands.

IFRS Enhancements

Activation of matching principle standards for correct revenue recognition.

Chart of Accounts:
> Maximize number of CoA levels up to 10 levels.
> All levels can be used for posting.

CoA Drawer Renaming:
> Reflected across the system, reports etc.

Benefit:
> Enablement of matching principles allows correct revenue recognition in order to comply with standard accounting principles.
> Supports business case if sold goods are delivered at the end of a period and invoiced at the beginning of the next period.
> CoA enhancements provide greater flexibility to create CoA according to business needs.

Fixed Assets - Virtual Item

Automatic creation of fixed assets equivalent to the number of items in an A/P Invoice.
> Ideal for purchase of large quantities of identical items.
> Supports enforcing serial numbers.

Prerequisite:
> Automatic numbering series has to be defined and used for fixed assets.

Benefit:
> Fast processing of large quantities of fixed assets that share the same properties.

Checks for Payment - Authorization

New authorizations added for better control over checks for payment.
When creating check for payment manually, Create Journal Entry field is checked automatically
– only authorized users can uncheck it.


Benefit:
> Avoid fraud in relation to misuse of outgoing checks.
> Greater control over user authorizations to create, print, update and design check layouts.

Other - Authorization

Third Party Checks
> You can now select an endorsable third-party check in an outgoing payment as a payment means instead of endorsing the check by creating a manual journal entry.
Posting Schemas for Manufacturing
> You can choose between two posting schemas for manufacturing:
> Accounting with Balance Sheet Accounts Only
> Accounting with Balance Sheet Accounts and Profit and Loss Accounts


> If you choose the latter, offset accounts are used for postings related to issues for production, receipts from    production, and production orders. Offset accounts appear in any posting in which the WIP    account, Inventory account and the Std Cost Expense accounts are used. The offset postings are dependent on the definition in the    Document Settings window for the production order of whether to use component or parent item WIP accounts for component transactions.
> Inventory Posting & Inventory
> Opening Balances For items managed by Serial/Batch valuation method, variances are now valued on a serial or batch level as opposed to bin or warehouse level.
> Business Partner Opening Balance
> You can now define the control account used for posting opening balance transactions for each business partner.

External Reconciliation:
> For automatic external reconciliations, you can now choose to hide the reconciliation process for optimized performance.

Sales | Purchasing | Service => Re-open Sales/Purchase Order Process

A Sales Order or Purchase Order can be reopened when you create Credit Memos for A/P or A/R Reserve Invoices drawn from corresponding orders.
Benefit:
> Users can decide whether to re-open the item quantity in the original document.
> Supports real business scenarios.

Campaign Management

> Create and manage campaigns for Vendors.
> Run saved campaigns repeatedly without having to create a new campaign.
> A Sales Order or Purchase Order can be reopened when you create Credit Memos for A/P or A/R Reserve Invoices drawn from corresponding orders.

Benefit:
> Allows greater communication with Vendors using newsletter or email campaigns.
> Tender purchase quotations to multiple vendors for specific products.
> Save time and effort re-running saved campaigns when required.

Extended Service Module

Support vendors in Service Module for:
> Service Calls
> Service Contracts
> Customer Equipment Cards

New tab for Business Partner data in Service Call to capture most relevant BP information. This can be edited, but does not update BP Master Data.

Benefit:
> All Business Partners can be captured for service call arrangements.
> Enables more efficient and simpler planning of Service Calls.

Prices Update Wizard

New Prices Update Wizard allows the user to:
> systematically update item prices in price lists,
> mass convert prices into different currencies.

Price update can be restricted to apply only for selected items, price lists, currencies and UoMs

Simulation mode allows you to preview changes.

Benefit:
> Updating prices globally is made simple, more intuitive and much more efficient.
> Handle bulk price list updates easily

Bin Locations - Unit of Measure Restriction

Bin locations can be restricted according to the unit of measure (UoM) of items stored in the bin location.
You can choose the following UoM restrictions:
> specific UoM
> single UoM only
> specific UoM group
> single UoM group only
When posting goods receipts, restricted bin locations are only offered for selection.
Benefit:
> Enhanced flexibility and greater control to meet specific bin location requirements.

Pick & Pack

Pick and Pack Selection Criteria:
New selection criteria: type
> Include both items and resources
> Include only items
> Include only resources
> Define range for items & resources to be included.

Pick and Pack Manager:
> New field called “Type”.
> Selected resources/items can be issued for or received from production.

Benefit:

> Greater flexibility and control of picking items.
> One stop shop for handling production orders in a basic production environment.

Item Cost Standard Valuation

No longer possible to set item cost via Item Master Data in Add or Update mode when adding new items with standard valuation method, Inventory Revaluation window will open automatically.
New selection criteria: type
> Check add-on compatibility.
> Feature is documented in “Compatibility Issues” document.
Benefit:
> Clear audit trail for all price changes as Inventory Revaluation creates a Journal Entry.
> Greater control and visibility tracking inventory costs.

MRP | Production => Material Resource Planning

MRP Wizard Updates:
> Item selection in MRP Wizard includes expanded selection criteria to choose: Preferred Vendor, and UDF’s for items.
> View more item details such as item master data variables that impact the MRP Wizard.
Benefit:
> Greater flexibility to be more specific with item selection.
> Easily manipulate master data variables for an MRP scenario and revert back to default variables at a later stage when re-running a saved scenario.
Forecasting:
> Create and maintain forecasts for items per warehouse.
> Increase or decrease the forecast % across multiple line items.
> Delete multiple item rows.
Benefit:
> Forecasting items on a warehouse level enables you to select sales orders according to relevant warehouses allowing greater control over your forecast demand.
> Managing forecast scenarios becomes easier with multiple line item selection.

Production - Standard Cost

A budgeted production cost which can be compared to the actual production cost.
> Bill of Materials window presents the actual Production Std Cost of the parent together with its detailed structure according to Total Production Std Cost of its item and resource components.
> Supports multi level bill of material calculations.
> Item Master Data Production Std Cost can be optionally set to the current valuation cost and can also be optionally rolled up through multiple levels of bill of materials.
Benefit:
> Facilitates budget to actual cost comparisons and production variance calculations.

Platform | Extensibility => Browser Access

With SAP Business One 9.2 you can now securely access SAP Business One from a Browser.
Supports hybrid mode:
> Users have the choice to use the SAP Business One client in MS Windows Desktop or browser access mode.
Benefit:
> Customers can leverage the cloud experience with an on-premise deployment.
> Simpler lifecycle management with minimized eco-system effort.
> Lower overall total cost of ownership.
> Access securely from any location with a compatible browser.

Browser Access

User Defined Fields and System Tables
Enhance existing SAP Business One windows or user-defined tables and/or objects by linking UDFs to a system object.
> Users have the choice to use the SAP Business One client in MS Windows Desktop or browser access mode.
Benefit:
> Ensures data integrity and a single source of truth.
> Supports greater visibility and more streamlined business processes.
> Enables new and flexible business scenarios.

Other

User Defined Table and User Defined Field Length
> UDF (metadata level): ‘Title’ field increased to 50 characters; ‘Description’ field increased to 80 characters. UDT (DB schema level): ‘Code’ field increased to 50 characters; ‘Name’ field increased to 100 characters.
User Defined Objects
> Form size settings are stored. When forms are resized and/or moved, the system will remember these settings upon next login.
User Defined Objects
> In the User Defined Tables – Setup window a new object type ‘No Object with Auto Increment’ is added in the dropdown list of the Object Type field. When you apply this type, the application created a userdefined table with two fields Code and Name. The Code field is auto-increasing, therefore no need for manual input by the user.
New UI API Modal Form
> In UI API, you can now use the modal form feature. Add-on codes can create modal forms using either the Forms.AddEx method or the Application.LoadBatchActions method.
UI API Performance
> Performance has been improved for: Loading data in grids for data tables; Changing settings of multiple rows and cells in Grid/Matrix. In UI API, the CommonSetting object now provides two XML based new methods CommonSetting.UpdateFormXML and CommonSetting.GetAsXML for batch operation.
UI API Item Level Event Filter
> In UI API, a new optional filter type of item is added. If used, this filter will ensure that only events from the white listed items, that also match the event types and forms filters will be passed through the SDK.
New DI API Functions for Resources
> New DI API functions related to the Resources module are available.