Multiple branches allow automatic allocation of transactions to a branch using user defaults, and the users can then run accounting and financial reports according to branch.
On the other hand, intercompany integration contains more functions, such as master data replication and content sharing and financial and operational visibility across business entities.
Even though the intercompany solution contains more complex functions for users, the multiple branches function has its own advantage – it is restricted to a single database. Users don’t need to change the database and log into the system again. Multiple branches use one database. The picture below gives a brief idea about the different functions in multiple branches and intercompany add-on.
Considering the different strengths of both functions, SAP made some changes: SAP’s add-on for intercompany has become compatible with the multiple branches function!
Now the compatibility requires PL26 of the intercompany integration solution (available since May 9) in conjunction with SAP Business One 9.2 PL10 or 9.3 PL01-PL04 versions. Due to high demand, SAP plans to make this also available for 9.2 PL11 versions, here PL27 will be necessary.
The option to operate both in parallel extends the possibilities of SAP Business One immensely:
Enterprises with multiple legal entities may want to use multiple branches solution and intercompany integration solution together to handle various business scenarios such as:
Using Intercompany solution to integrate subsidiaries in different geographies and using multiple branches solution to handle different business units in one of the subsidiary companies.
Using multiple branches solution and integrating subsidiaries in different geographies using Intercompany Solution.
Customers who already use multiple branches for their business units and additionally want to integrate legal units, subsidiaries, or separate SAP Business One company databases, can now extend their software with SAP’s successful add-on for intercompany.
More information about the difference between intercompany integration solution and multiple branches can be found in the brochure below. We are always glad to answer your questions. Just contact us!
Suppose you have more than one branch, and you hope to share information between branches to avoid duplications while managing and monitoring separated business units.
Multi-branches in SAP Business One is suitable in this situation.
It allows automatic allocation of transactions to a branch using user defaults, and the users can then run accounting and financial reports per branch.
Before enabling the Multiple Branches option, you need to make sure that the company manages the inventory by warehouse, which allows you to assign the warehouses to the relevant branches. To achieve this step, go to Administration > System Initialization > Document Settings > General and select “Manage Inventory by Warehouse”.
Then go to Administration > System Initialization > Company Details > Basic Initialization and choose “Enable Multiple Branches”.
When you enable multiple branches, a default main branch is created. A window will show up as below. The choice will only affect address information.
If you choose Yes, the company name and address, as well as existing transactions, will be assigned to the default main branch. Otherwise the address will not be assigned to the default main branch.
If there is any existing transaction, the Branch Registration Number window appears. Please Note, that the registration number for the default main branch cannot change after activating multiple branches because transactions exist with the branch. Therefore, ensure that you enter the correct or appropriate registration number in this step.
Finally, go to Administration > Setup > Financials >Branches and setup branch name, default warehouse ID, country and other information.
Branches can be setup for specific people based on company’s needs. Go to Administration > Setup > General > Users and click Branch assignment. Here in the example below, the user Jayson Butler is assigned to all branches.
When he logs into SAP B1, he needs to decide which branch to log in to. The choice can be changed without logging out by click the icon below.
Let’s use sales order as an example. Go to Sales order and choose the customer. Users can choose the branch in the document. This choice makes sure all business activities can be referred to a business unit.
Please make sure the warehouse is the same as the branch’s warehouse, otherwise the system will give you the “Warehouse is not assigned to the same branch as the document” error.
Use Reports > Financials > Financial > Profit and Loss Statement. Click extend and choose the branch. Then the report of the specific branch will show up.
A more complete treatment of the multiple branches function can be found in the brochure below. Please do not hesitate to contact with us if you need more information.
For any company with multiple business units or subsidiaries, we have multiple branches function which allocates transactions to a branch using user defaults, and the users can then run accounting and financial reports per branch. But multiple branch only covers simple functions. For example, multiple branches cannot handle different Business Processes and Industries or cross Localization. The intercompany integration solution can.
The key functionality of intercompany integration solution includes:
Master data replication and content sharing
The intercompany solution supports the replication of essential master data across partner companies such as Freight Master, Currency Master, Payment Terms, Item Master Data, Business Partner Master Data, etc.
Support for standardized, transparent processes across business entities
The Intercompany integration solution automatically creates an intercompany transaction as a reciprocal transaction in the SAP Business One application of another business unit and does so in a standardized and transparent manner.
Financial and operational visibility across business entities
Operational visibility and risk management are key considerations for any business with multiple operational units. The Intercompany integration solution for SAP Business One helps a company meet these requirements by providing multilevel financial consolidation, consolidated trial balance, consolidated profit and loss statement, consolidated balance sheet, branch inventory in warehouse report, and branch balances report.
Control and collaboration across business entities
Each organization also needs control over activities that impact it from the time those activities originate in other business entities. The intercompany integration solution for SAP Business One enables control and collaboration by providing consolidated credit limit check, intercompany workflow and business transaction notifications.
A more complete treatment of the intercompany solution can be found in the brochure below. Please do not hesitate to contact with us if you need more information.
SAP launched SAP Business One Service Mobile App! With the SAP Business One service mobile app for iPhone and iPad, maintenance technicians who provide on-site services for customers can view and resolve the assigned service tickets easily and efficiently.
What the App Can Do
In the SAP B1 Service app, users can:
View and filter service tickets and synchronize them to their calendar
Resolve service tickets
Edit, close, share and print service tickets
Scan bar codes or QR codes to identify items as needed and update their information
Use Favorite Options to check in and out, call customers, take photos, and view service history of items
Take Quick Actions to manage sales orders that are linked to a service call to which your current service ticket belongs, add resolutions for service tickets, view service contracts for items, view attachments of service calls and add photos for service tickets to service calls
View Key Performance Indicators (KPIs)
In addition, SAP Business One Service allows the user to work offline. If user has no Internet access while working, he or she can download the latest service ticket data in advance, resolve the downloaded service tickets offline and upload the edited service tickets when back online.
On the home page, users can get an overview of their service tickets, call their customers, view customer locations on a map, filter their service tickets, check their service tickets in a monthly calendar, synchronize service tickets to their calendar, view KPIs, and configure their personal settings.
The filter icon allows user to filter the service tickets by status and/or priority.
The phone icon is available when the valid phone number of the customer is provided. It provides the choice to call the customer and view customer locations on a map.
The calendar icon offers the month view, a date with a dot beneath that indicates that the user has at least one open service ticket that starts from, or extends over, or ends on the day.
The sync icon is next to the calendar icon which synchronizes service tickets from SAP Business One Service to the Calendar app that comes with the device.
The KPI (Key Performance Indicator) screen displays user’s performance data on a dashboard.
Monthly Closed Tickets
The number of service tickets that user has closed this month.
User can drill down to view more data by month, quarter or year in a line chart.
The data is sourced from the end time of the closed service tickets. If the end time of a service ticket is null, the service ticket will not be included.
Yearly In-Service Rate My Top 5 Fixed Items
The percentage of service tickets with valid service contracts over the last 12 months.
My Top 5 Fixed Items
The top five items that user has fixed.
Drill down to view more details in a bar chart.
The data is sourced from user’s closed service tickets.
My Top 5 Visited Customers
The top five customers user has visited.
Drill down to view more details in a bar chart.
The data is sourced from user’s closed service tickets.
Choose Setting icon to configure the user’s personal settings.
Enables user to download service ticket data and manage service tickets edited offline.
Enables user to display and hide user-defined fields (UDFs).
Touch ID/Face ID
Enables user to use Touch ID or Face ID to log in.
The availability of the login methods depends on the mobile device.
Provides online help on the SAP Business One Service mobile app. Enables user to log out of the mobile app.
If you are interested in more details about SAP Business One mobile app, download it from APP Store and try it yourself for free!
Please Note: To use SAP Business One Service with your own company data, you need SAP Business One 9.3 PL04 or higher, version for SAP HANA as the back-end system, but you can always test the app by demo login.
Taxation is everywhere these days. No matter what companies need to buy or sell, they need to pay tax at the city, county, state, and federal level.
The most challenging part of filing tax is not only the level of complexity, but also ongoing changes in requirements in the U.S market. For all those concerned, SAP Business One offers TaaS (Tax-as-a-Service) to keep up to date with tax changes throughout the world.
What does TaaS do
TaaS provides SAP Business One with up-to-date sales tax and uses tax information as and when required. TaaS removes the need for customers to maintain tax information in SAP Business One, reducing the administrative burden of doing so.
TaaS capabilities include:
Predefined tax (for example sales tax, VAT) content for numerous countries
Tax updates are seamlessly pushed to the service
Time dependent tax exemptions and certificates
Time bound tax rates and jurisdictions
Tax nexus determination
How to Setup TaaS
Go to Main Menu > Administration > System Initialization > Company Details > Account Data tab and choose when to use SAP Localization Hub Tax Service. Fill in the blanks following the rules below:
Tax Service URL: https://taxserviced577daf1d-db5aaecda.us2.hana.ondemand.com/TaxService/TaxService/quote
Sales Tax Account for TaaS: according to the accounts used in your database (a default G/L Account is to be used when a new system Tax Code is created from the values or rates retrieved from Tax Service)
Purchase Tax Account for TaaS: according to the accounts used in your database (a default G/L Account is to be used when a new system Tax Code is created from the values or rates retrieved from Tax Service)
Then TaaS is active.
How to use TaaS
Setup in Business Partner Master Data
TaaS can be set up when creating a new BP master data. Go to Address and create a new “Ship to” address. “TaaS Enabled” is the last choice. Then the tax information will be automatically linked with the corresponding address.
Use in A\R Invoice
TaaS can be used in A\R Invoice. After setting up information in BP Master data, Tax Code is populated and tax is calculated based on information from TaaS and address information form BP Master Data. Please notice TaaS only works with US business partners.
For example, from the example above, Maxi – Teq is located in 4417 Stonebridge Rd, Suite 500, Northampton, 18067, PA and enables TaaS. If we create an A/R Invoice and choose an item from the list, the Tax Code and the Tax amount will automatically show up.
Furthermore, users can get more information by clicking the yellow arrow. This shows you Code, Name and tax rate of state and county.
TaaS can also be used in A/P Invoice and other documents. More information can be found in the brochure: How to Use Tax Service in the US Localization of SAP Business One. Get the brochure
Many changes have been made in SAP Business One 9.3, such as Multi-Branch Supporting Data Ownership, Gross Price Redesign and so on. Today we will discuss how SAP Business One 9.3 allows users to customize their own account settings or change the settings of all users with one click.
Decide if a change affect other users
As we discussed in another blog , SAP Business One 9.3 releases the General Settings from User Settings. Super Users can decide if a change will influence only new users or all users.
If the company hires a new employee and needs to define some specific settings, which are different from others’ settings, or if the manager needs to apply a setting to all users, SAP Business One 9.3 now performs better than before.
Let’s look at an example. If a user needs to change the default language, go to Administration > System Initialization > General Settings and choose Display. After changing the Language Settings, the system now offers the following two options: Change the new users and users who follow the company’s default settings or all users (existing setting in user’s setup or user defaults will be reset).
Customize user setting
SAP Business One 9.3 adds specific options to Users Setup screen, which now has three tabs, General, Service and Display. My Personal Settings icon is also available in the toolbar.
Some Changes in User Defaults
Go to Administration > System Initialization > General > User Defaults. A new function, Display, allows users to change skin style, color and font. Here you may change your own setting based on your needs.
Hope all these enhancements help users get more out of SAP Business One.
If you are interested in other SAP Business One knowledge, please visit MTC Blogs.
ERP systems are the mainstay for a large number of small and medium-sized companies. They provide a method for full integration of all the company’s core business processes in an up-to-date and real-time system.
As a manufacturing company grows, processes become more complicated. Financial expenditures increase, payroll gets longer, project management becomes more complex and supply chain management is a monumental task. ERP systems like SAP Business One provide solutions to these problems and more. Here are five ways that ERP systems benefit manufacturing companies:
1. Quality Management System
Quality control is essential to any manufacturing process. ERP systems help to maintain quality control by allowing managers to place inspection systems, checklist modules and quality control measures through a single system.
In a large manufacturing plant, a single streamlined system is essential. It allows every worker and machine on the line to react instantly to new changes and rules — an important dynamic in a fast-paced production facility.
2. Supply Chain Management
Manufacturing companies know that maintaining a balance between suppliers and shipment is a delicate task. Raw materials that are perishable must arrive on time and under the right conditions to prevent inventory loss. Excess supply can lead to storage problems and more.
Businesses must regulate these processes to ensure a streamlined supply chain to deliver the right goods to the right customers. ERP systems benefit companies by preventing supply bottlenecks, automating workflow, increasing customer retention and overall improving supply chain flexibility.
3. Warehouse Management
Storing raw materials and finished products is important, but it’s not just enough to store goods in any way. ERP systems help companies perfect their product storage systems to maximize efficiency and ability to locate products after storage. They help maintain a real-time catalog of merchandise and information about each.
Such a system can help management assess how quickly products should be moved, when and which products will expire, and the most efficient way to store them. Warehouse storage isn’t as straightforward as one might assume. Amazon, perhaps the biggest warehouse company in the world, demonstrates that a randomized storage system works best for their business model.
4. Product Configuration
Manufacturing companies producing products must be comparable to competitors to stay afloat. Product configuration modules help companies keep track of order management, price quoting, price management, ordering, manufacturing and distribution to help them stay relevant in the market. Product configuration is an important part of ERP systems and has a multitude of benefits, such as helping reduce time to market, decreasing inventory levels, increasing productivity and decreasing transaction costs, among many others.
5. Advanced Planning
Customer needs can ebb and flow throughout the year. Staying ahead of the curve and anticipating the customers’ demand and providing them with the product when they need it is what advanced planning is all about. ERP allows a company to create production schedules, plan materials and capacity, take advantage of resources, and link up with suppliers and the warehouse all in one system.
The benefits of a single system for all these management operations is proven. Studies show that companies that implement ERP systems do end up achieving operational improvements. This amounts to operational cost savings, increased efficiency and a thriving company.
MTC Systems helps companies implement SAP Business One and prepare it for rapid growth. For more information on MTC, contact us today.
SQL queries can help extract data from SAP Business One. This blog introduces two tools you may use to create queries and the eLearning materials which can help solve SQL problems. In the last part of the blog, we also give some examples.
Tools for Creating Queries
Structured Query Language(SQL) is based on an idea where put all the data into a database and use a specific computer language to find and edit the data. To pulling data out of SAP Business one, we have two tools to create SQL statement: The Query Wizard and the Query Generator. Both of tools can be found under Tools > Queries.
Query Wizard: DOES NOT require SQL knowledge. There are 5 steps in the wizard which guide you step-by-step to create a query. Based on your choices, the system will generate the statement in the background and show the result directly.
Query Generator: Does require SQL knowledge. The interface is user-friendly to create an SQL statement. The system also displays the SQL commands so that you can edit them directly.
If you need free eLearning for these two tools, go to SAP Business One Academy, click Implementation and Support > Customization Tools, and see the material available for Queries (9.0).
Make sure the users responsible for writing queries have the correct authorizations.
In the SAP Business One, users are only able to run SELECT type statement. Some other statements, such as INSERT, UPDATE, DELETE and ALTER, cannot be edited in SAP Business one.
System Information and the SAP database reference can help us identify which tables to pull data from. Go to view > System Information from the menu bar and the table name and column name will show up at the bottom of the business one window. The SAP database reference is typically found on your server.
Here are some sample queries used in SAP Business One. Some procedure details are also shown in some examples.
SAP Business One is a comprehensive ERP system that combines various CRM and sales features. This advanced software allows companies to manage crucial business issues such as logistics, inventory, ordering, billing and customer communication using a single user interface.
But many business owners and decision makers are still unaware of SAP Business One’s potential in terms of sales growth. There are seven very compelling ways this innovative ERP software can support your sales team.
1. Real-Time Sales Dashboards
Any authorized member of your team can access all of your business’ sales data via a simple dashboard. Real-time information on trends, opportunities and ongoing transactions is available at all times — giving managers in your organization the tools they need to monitor the performance of sales professionals. If opportunities are being missed, SAP Business One will let you know.
2. Sales Transaction Reports
SAP Business One provides authorized users with sales transaction reports based on real-time data. As well as displaying sales data by category, this powerful business tool reports sales at the item level too. Your sales team can use this data to exploit purchasing trends, or to create effective marketing and sales strategies. Sales analysis is a quick and easy process with SAP Business One, ensuring the latest data is always available to everyone who needs it.
3. Trend-Based Reports
A crucial role of any sales manager is to identify market trends. Successfully analyzing trends as they’re happening gives managers the information they need to make key decisions and formulate sales strategies for their teams. The SAP Business One Budget vs Actual report, for instance, allows sales professionals to formulate sales forecasts for specific items, categories or customers. This information is then used to predict future demand and order levels.
4. Mitigate Errors and Risks with Add-Ons
A range of problems can cause delays and errors during the order fulfilment process. SAP Business One helps companies to identify and address potential issues before they impact on the customer experience. Human errors within any sales team are unavoidable, but you can catch them before they affect your business by utilizing the right add-ons. With this powerful suite of business tools configured to the needs of your organization, mistakes are identified before they cost you money. Incorrect SKUs and mistyped shipment addresses are just two of the potential problems you can avoid with the right set-up.
5. Process Orders Quickly
SAP Business One systemizes and automates every aspect of the ordering process, which is crucial in ensuring a buying experience that inspires repeat purchases. This powerful software takes control of every stage of the order fulfillment process — from the moment the customer places the order to the moment of shipping. Sales professionals can identify potential delays at the order fulfilment stage and take the necessary action swiftly.
6. Manage Inventory for Multiple Warehouses
Managing an inventory split across several warehouses can be a complex issue fraught with potential for costly errors. The ability to manage stock in various locations around the country ensures sales teams can manage the expectations of customers from the outset. SAP Business One provides real-time data on current stock holdings, as well as inbound and outbound shipments. As a result, sales teams are able to perform instant stock checks and ship goods from the location nearest the customer.
7. Avoid Stock-Out Situations
When customers hear that their order is out of stock, there’s a chance they could take their business elsewhere. At the very least, they might think twice about buying from your company in the future. SAP Business One provides sales teams with real-time inventories. If a product isn’t available, the sales professional will know not to promote it or steer the customer in a slightly different direction.
SAP Business One brings together all the essential functions of a modern business — creating a streamlined operation that identifies sales opportunities quickly and efficiently.
Using a standalone application to manage the finances of the average mid-size company is difficult at best and simply impractical in many cases. The level of difficulty is magnitudes higher for a rapidly expanding organization with multiple subsidiaries that has to deal with the challenges of shared data and intercompany transactions.
SAP Business One is an ERP solution that is engineered to handle these challenges by managing intercompany transactions and automatically replicating corresponding transactions across multiple parent company and subsidiary databases.
The SAP Business One integration solution has several key functionalities:
Master data replication to facilitate content sharing
The solution supports seamless integration of master data across a host of business partners, including payment master, freight master, currency master, business partner, master data, item master data etc.
Support for diverse processes across multiple business entities
The solution automatically creates a standardized, reciprocal intercompany transaction of another business unit in a highly transparent manner.
Improved collaboration across business entities
This collaboration include functions that give a business control over activities that originate from other units, including consolidated credit limit check, business transaction notifications and intercompany workflows.
Improved operational visibility including financial consolidation across business entities
The powerful financial consolidation feature allows journal entries from different branches to be consolidated into a single record to facilitate easy reporting and decision making. This consolidation falls into several formats.
Operational Visibility and Financial Consolidations
Operational visibility and risk management are critical considerations for any business that owns multiple operational units. Financial consolidations help improve operational visibility by aggregating financial information from different business subsidiaries into a cohesive set of financial statements.
Business processes and interactions can go wrong and cause serious disruptions and losses when various systems are disconnected from each other. For instance, data that is consolidated and centrally located can help a stock manager in a large online retail operation to track and fulfill customer orders, while the accounts manager has updated information about all the SKUs available.
SAP Business One is capable of performing multilevel financial consolidations that include:
Consolidation of companies that operate under different local currencies and different chart of account structures.
IFRS to GAAP adjustments.
Consolidation of individual company accounts based on average exchange rates, closing exchange rates or historical exchange rates.
Consolidations to reflect minority interests of companies within the group.
Setting up a multi-level consolidation hierarchy to facilitate group-level reporting.
Additionally, SAP Business One is able to run the consolidation process using pre-defined schedules.
Running SAP Business One
SAP Business One is a highly flexible solution that can be easily configured to run on both small and mid-size operations. Businesses can set up the entire solution from a central web-based module, thus eliminating the need for individual configuration for every participating company.
A small company may have fewer units they need to consolidate or reconcile, or perhaps no currency conversions at all. In such a scenario, that business can integrate SAP Business One live to deliver a valuable real-time performance with no risk of overloading the server with too many queries.
If, on the other hand, the company has a bigger operation with many units that require multiple adjustments and reconciliations, that business can design a system that queries data from an online analytical processing (OLAP) platform or a data warehouse that can connect to SAP Business One to facilitate higher performance.
All that would remain is the need for an OLAP platform that connects dynamically to SAP Business One to create a multi-dimensional database for reporting and analyzing. A good OLAP should map automatically to SAP Business One’s General Ledger while allowing any changes and updates to occur dynamically.