PLS FAQs

The Relationship Map in SAP Business One provides a graphical view of the relationship between various documents in a sales or purchase process. It allows you to easily see the link between documents and navigate between them. Watch this quick 10 minute video for a look at the three most important things to know about the Relationship Map:

How to access the Relationship Map and navigate between different views

How to read the Map

How to manually link documents

Below are the steps to re-install the SAP Business One client. If you are performing a fresh install, please start from Step 8.

Uninstall all the following SAP components (32-bit or 64-bit).

Uninstall MaxDB if it is in the program list.

Remove or rename folder: C:\Program Files (x86)\SAP and C:\Program Files\SAP

Remove all files under %temp% folder.

Remove or rename SAP folder under Windows user profile:C:\Users\[Windows account]\AppData\Local\SAP.

Open Window Registry, remove SAP folder under: HKEY_CURRENT_USER\software and HKEY_LOCAL_MACHINE\software

Reboot computer and login Windows as Local administrator user.

Navigate to SAP Shared Folder "\\[SAP server name]\B1_SHR", choose Client OR Client.x64 folder. Right click and run "\\[SAP server name]\B1_SHR\Client.x64\setup.exe" as Administrator and install SAP client by following the wizard.

Run SAP Business One as administrator for the first time, log in to SAP as a user, and wait for all add-ons to be installed automatically by following the prompted wizard.

Note:To determine to use 32-bit or 64-bit client, please follow the steps below:

Check the Windows Operation System, if it is 32-bit, you could only install 32-bit SAP client; if it is 64-bit, please use next step to determine which version to install

Check an existing installation on another workstation. You would usually the version on the name of the desktop shortcut. Alternatively, login to SAP Business One and navigate to Modules >Administration > Add-on > add-on manager. If there are any add-ons shown as x86, that means 32-bit. If add-ons are shown as x64, that means 64-bit. Please install the same version of client as the add-on.

If no add-on is used, you could use 32-bit or 64-bit but we would suggest to use 64-bit as it handles memory better.

The Last Prices Report allows you to analyze the last sell or buy prices on either sales or purchasing documents. It's a helpful tool for any sales or purchasing staff to quickly call up the actual price history of an item. There are two ways to access this report.

Option 1: Run Report from Main Menu

You can access it through the main menu under: Inventory > Inventory Reports > Last Prices Report. Be sure to uncheck theBP Code box so you can choose from either Vendor or Customer documents.

Option 2: Run Report Directly from a Sales or Purchasing Document

You can also run the report right from a sales document, like a A/R Sales Quote, or a Vendor Purchase Order.

Under the Contents tab of the marketing document,put your cursor in the Unit Pricecolumn on the item line you want to run the report for.

Press Ctrl + Tab on your keyboard to launch the Last Prices Report for that particular item. The prices will be initially filtered with respect to sales documents. If you uncheck the BP Code box in the top left corner, you can select Vendor documents to check the last purchase prices. Prices will then only display for purchase documents if you click the refresh button in the bottom left of the screen.Watch the video below for a quick demonstration.

In addition to standard keyboard shortcuts, SAP Business One gives you the flexibility to create custom ones for tasks that you perform regularly. Check out the step-by-step instructions and video demonstration below to learn how.

In the top menu bar, navigate to: Tools > My Shortcuts > Customize

Select what you would like your shortcut hotkey to be

Select the Module and Window you want to assign the shortcut to.

Click Allocate.

Click Ok.

When entering data into the date fields in SAP Business One, many people take the time to manually type in the complete date. If you're entering a long list of documents, this can be cumbersome and takes more time that it needs to.

SAP Business One includes date field handy shortcuts that you can use to save yourself time on data entry.

To enter a date in the current month: Enter the 2-digit day (e.g. 15), then hit Tab on your keyboard. The current month and year will auto-populate.

To enter a date in a different month: Enter the 2-digit month, the 2-digit day (e.g. 0315), then hit Tab on your keyboard. The current year will auto-populate.

To enter today's date: Enter any letter on your keyboard, then hit Tab. The current date will auto-populate.

Watch this 1-minute video to see the shortcuts in action.

There are some functions in SAP Business One that aren't commonly used by all companies. To keep your menu structure clean and easy to navigate, you can hide these functions.

Under Modules in the main menu, go toAdministration > System Initialization > General Settings > Hide Functions tab.

Check the boxes for the functions you want to hide:BudgetPayment WizardDunning WizardCost AccountingSerial Numbers and BatchesProductionMRPUnits of Measure

ClickOK. The selected functions will no longer appear in your Modules menu.

Understanding the Impact of Unpriced Items

TheRemove Unpriced Items option in SAP Business One is intended to reduced your database size. When you create an Item Master, there are a number of background tables being affected Item Master Table, Item and Warehouse Tables, and Item Pricing Table.

We're going to focus on the Item Pricing Table. This table populates every item and price combination. For example, if you have 100 items in your database and 10 price lists, each time you create a new item, you're also creating 10 new records in the Item Pricing Table - 1 for each price list. But some of your items may not be included in all 10 price lists. So you end up with unnecessary records for unpriced items. Now imagine you have 500,000 Item Masters and 20 price lists. You could easily have 100,000 unnecessary records cluttering your database.

So, how do you clean up your database? You use theRemove Unpriced Items option.

How to Remove Unpriced Items

In the main menu, go to Modules > Administration > System Initialization > General Settings > Pricing tab.If you're running an older version of SAP Business One, you may not see the Pricing tab. You can look for theRemove Unpriced Items from Price List in Database option on theInventory tab instead.

Check the box next toRemove Unpriced Items from Price List in Database.

ClickUpdate.

Note that this does not remove the items from your Price List view. It only removes the records from the background Item Pricing Table to improve efficiency of your database.

Hide Unpriced Items in Pricing Reports

If you choose not to remove the unpriced items from your database, you still have the option to hide them from your pricing reports.

Under the main menu, go toModules > Inventory > Inventory Reports > Price Report.

Check the box next toHide Unpriced Items.

ClickOK.

Let's say you need to post a monthly bonus to your sales team based on a percentage. Rather than manually calculating and entering the dollar amount each month, you want to have SAP Business One automatically calculate the amounts based on your pre-defined percentages for each sales person.

Manager = 40%

Salesperson #1 = 20%

Salesperson #2 = 20%

Salesperson #3 = 20%

In just a few minutes you can setup a Journal Entry Posting Template to do this calculation for you.

Create the Posting Template

In the main menu, go toModules > Financials > Posting Templates.

Enter a name in theCode field.

Enter a description in theTemplate Description field.

With your cursor in theG/G Acct/BP Code field, hit Ctrl+Tab on your keyboard to bring up a list of Business Partners.

Select the Business Partner for your sales person.

Enter the percentage value in theCredit % field.

Repeat steps 4 to 6 for each individual.

In the next row, select the applicable G/L account for your offset account.

Click in theDebit % field. It will automatically set to 100.

ClickAdd.

Create Journal Entries Based on the Template

Now you can use the posting template you created in the section above for your monthly Journal Entries.

In the main menu, go toModules > Financials > Journal Entry.

UnderTemplate Type, selectPercentage.

UnderTemplate, select the template you created above.

On the last row in the grid for your offset account, type the total dollar amount in theDebit column. TheCredit column will automatically populate based on the percentages defined in the template.

ClickAdd.

Server(s) Specification and Configuration

Refer to the attached Hardware Requirements Guide for SAP Business One.pdf [1]

ProjectLine can provide consultation to your third-party IT provider, or be involved directly with the configuration of your SAP Business One Server (B1 Server) or Terminal Application Server. Please contact your account manager if you would like to know more about these services.

Did you know ProjectLine also provides private cloud hosting for SAP Business One? For more information visit https://www.projectline.ca/cloud or Contact ProjectLine Support.

SAP Business One Server running on Microsoft SQL

SAP B1 Server Microsoft Windows Server [1]

It is recommended that SAP B1 server be virtualized, hypervisor is your choice. We have had good success with Windows Hyper-V. One copy of Windows Server does permit 2 VM licenses.

Microsoft SQL Server [1] with SQL CALs matching the number of SAP B1 users.

SQL maintenance plan should be in place, including backups and database optimization.

SQL Server Collation settings for SAP Business One are quite specific, please consult the documentation before installing Microsoft SQL Server.

Contact ProjectLine Support if you would like assistance installing Microsoft SQL, or setting up your SQL maintenance plan.

Database VM should exist on a RAID 10 volume with minimum SAS 10k drives (SAS 15k drives are preferred).

SSD drives may also be used, which match or exceed the performance of 15k SAS.

2 disk volumes - one for OS and one for SQL data which are appropriately sized for your environment.

RAM is dependent on database size and user counts but generally 16GB as a recommended minimum.

Performance should be periodically assessed, and resources allocated as needed.

SQL memory usage should be monitored and capped if required, as it will often use as much as it is allocated.

vCPU minimum of 2-4 vCPUs dependent on number of SAP B1 users

Performance should be periodically assessed, and resources allocated as needed.

To best provide support and consulting services, ProjectLine may require remote access to your SAP B1 Server for consulting and support services. The means of remote access to your SAP B1 Server VM is your choice. However, windows remote desktop access with enhanced security measures, and no VPN login requirement, is preferred.

For enhanced security, in the absence of VPN, ProjectLine recommends tailoring access for our team using IP white-listing strategies. ProjectLine consulting and support will connect to your RDP services through 1 centralized IP address which will be shared upon request.

Terminal Application Server for SAP Business One

It is recommended that the Terminal Application Server be virtualized on a second, separate VM from your SAP B1 Server. This will depend on your preferred delivery method of the SAP B1 client to end-users.

As general rule we allocate 1.5 to 2 GB of RAM per SAP B1 user

Performance Tuning

Physical Hardware BIOS setting

On Dell and HP servers running SQL Server virtualized workload power settings must be set to Performance

For more information please refer to the following VM Knowledge Base Article

[1] See attachments below

Every business has recurring operating expenses that come up every month. The rent or lease payment on your building, your utilities or even payroll would be good examples. Rather than manually posting the amount each month, you can schedule a monthly Journal Entry to post your rent payment and set a reminder to complete the posting.

Create the Recurring Posting

In the main menu, go toModules > Financials > Recurring Postings.

Enter a name in theCode field.

Enter a description in theDescription field.

Optionally, you can enter your contract number in theRef. 1 field.

In theG/L Acct/BP Code field in the grid, select the applicable bank account.

In theCredit field on the same row, enter the monthly amount.

On the next row, put your cursor in theG/L Acct/BP Code field and hit Ctrl+Tab on your keyboard to pull up a list of Business Partners.

Select the applicable Business Partner.

On the same row, click in theDebit field. The amount will automatically populate to match theCredit on the row above.

At the bottom of the screen, use the drop-down options to select the appropriateFrequency.

Optionally, you can check theValid Until box, then select a date when the recurring posting will expire.

ClickAdd.

Complete the Journal Posting

When you login to SAP Business One, you'll see theConfirmation of Recurring Postings window, with a reminder to complete the postings to be executed that day. From this screen, you have two options.

Execute the Posting

To execute the posting, simply highlight the row and clickExecute.

The followingsystem message will appear. ClickAdd.

Edit the Posting Before Executing

Click on the golden arrow next to thePosting No.

From here, you can modify details of theposting as required.

ClickOK to save.

From theConfirmation of Recurring Postings window, execute the posting following the steps above.

Here's how you can easily create proactive alerts in SAP Business One using queries that you've created and saved in the system.

In the main menu, go toModules > Administration > Alerts Management.

In theAlerts Management window, switch toAdd mode.

Enter a name for the alert in theName field.

Click theOpen Saved Query button. Select the query you want to use.

Use the checkboxes to select the users you want to receive the alert. You have the option to select the type of alert - internal (in SAP Business One), email, etc.

On the right side of the window, under Frequency, select the desired frequencyand time.

UnderPriority, use the drop-down to select the priority of the alert.

ClickAdd.

Note: This article is for SAP Business One HANA users.

You can easily customize your SAP Business One dashboard to include KPI widgets based on custom queries you've created and saved in your system. For more information on creating queries, check out our article on Using the Query Generator.

Create the Dashboard Widget

On the toolbar, click on thePervasive Analytics icon.

In thePervasive Analytics window, select New Dashboard.

In theDashboard Designer window, click on the Saved Queries icon.

From the list, select the query you want to use for your KPI widget. In the preview window on the right, you'll see a preview of the query and the results.

ClickOK.

On the left side of the screen, click and drag the desired item fromMeasures over toTarget Measures.

Do the same in the section below, dragging fromDimensions toTarget Dimensions.

On the right you'll see a preview of the widget. Use theChart Type drop-down to select the type of chart you want to see.

On the left, click on the target measure item to change the sort method, etc.

Click the checkbox on the top left of the window.

Enter a name and clickOK.

Add Widget to an Existing Dashboard

From your dashboard, click the pencil icon in the top right corner.

Click on the + sign.

In the Widget Gallery, click the grey + button below the desired widget. It will turn into a green checkmark.

Click the back arrow to exist theWidget Gallery.

Click the checkmark on the top right. Your KPI widget will now be added to the dashboard.

When you execute a query, you're presented with the results in a grid. If you have columns with numeric values (e.g. Quantity, Unit Price, Row Total, etc.), you can easily see the sum total for the column by holding down Ctrl on your keyboard and double-clicking on the column header.

SAP Business One's search menu allows you to easily navigate between document records and switch between find and add modes. Below is a guide to the search menu.

If you are a hosted ProjectLine customer, there are a few steps to requesting a user from the support desk. In addition there are two considerations, the hosted user and the SAP license for the user.

Is the user a net new, or brand new user? Net new users will require both a hosted user and a new SAP license.

Is the user replacing an existing user? In this case, please provide the name of the user that will be deactivated so that your net hosting user count does not increase. Typically the number of hosted users will match the number of SAP Business One licenses that you have available.

Once you have determined which scenario is applicable above, please send an Email to the Support desk ( [email protected] )requesting either a net new user and license or a modification to your existing hosted user base (you are able to adjust your own SAP license allocations).

If you need a copy of the latest license guide to help determine what type of license you need, please indicate this when Emailing the support desk and they can provide you with the most recent version.

The support desk will either provide you with a Quotation if you have requested a net new user (and upon approval your new credentials) or they will make the necessary adjustments to your existing hosted users and provide you with a new set of credentials for accessing your hosted server.

Once you have access to your new credentials you will need to perform the necessary administrative steps within SAP Business One for either setting up a new user and adding or assigning a license. Additional information on this process can be found here: SAP User Administration

If you require additional assistance beyond what is provided in the knowledge base articles, please let your support representative know and they can put you in touch with our consulting team. The consulting team will provide you with an estimate based on your specific needs.

Important:The best place to try this is in your SAP Business One test company database.

In the case of a header/body style UDF, lets take the example of adding a unique field to the Item Master record. In this case, our company sells electronics items; some of these items require a recycling fee deposit and some do not. Wed like to track which items this fee applies to and which items are exempt.

Start by opening up the User-defined Fields - Managementwindow.

Under Master Data, click the Items sub-menu. If we expand the Items list, we see that there are a number of additional third level options for where to put a UDF; however, in this case were simply going to select the Items row by clicking on the line and highlighting it. We know weve chosen the correct line as it will be highlighted in yellow, and the buttons in the bottom right hand corner become active.

Click the Addbutton.

In the Field Data window, fill in the following fields:Title: A short name for your UDF Description: Alonger descriptionType: The type of data that goes in the field (alphanumeric, numeric, date/time, units and totals, general) Length: The maximum lengthStructure: Phone number, general, etc. Validation: Optional advanced data validation (e.g. create a list of values that can be used). This field can be left blank so it's just a free form text field. In our example, the recycling fee is either applicable or not applicable to an item, so we can create a drop-down list that only allows the user to pick from these options.Set Default Value for Field: The default value to appear if nothing else is entered Mandatory Field: Whether the field must be filled out

The below screenshot is an example of how wed fill in the fields to create the UDF in our example.

Keyboard shortcuts are a great tool that you can use to navigate SAP Business One and complete your tasks faster. Below is a list of general and module-specific shortcuts.

General Shortcuts

Task

Keyboard Shortcut

Display SAP Business One main menu

Ctrl + 0 (zero)

Print current document or record

Ctrl + P

Display transaction journal

Ctrl + J

Undo last task

Ctrl + Z

Redo last task

Ctrl + Shift + Z

Cut

Ctrl + X

Copy

Ctrl + C

Paste

Ctrl + V

View user-defined fields

Ctrl + Shift + U

View the next record or document

Ctrl + right arrow

View the previous document or record

Ctrl + left arrow

Change to Add mode (note: if displaying document or master data, a new blank document or master data screen will open)

Ctrl + A

Change to Find mode

Ctrl + F

Change a field name

Ctrl + double-click field name

Enter todays date in a date field

* + Tab

Enter a date in the current month

Day of the month (in digits) + Tab

Enter a date in the current year

Day and month (in digits) + Tab

Select successive rows (i.e. those one after another)

Select first row, press Shift and select last row

Select multiple rows

Select first row, press Ctrl and select additional rows

Close all windows except the SAP Business One main menu

Shift + X in windows upper right corner

Exit SAP Business One

Ctrl + Q

Add a row

Ctrl + I (letter i)

Duplicate a row

Ctrl + M

Delete a row

Ctrl + K

Sort table by column in ascending order

Double-click column header

Sort table by column in descending order

Alt + double-click column header

Display detailed information about a row

Ctrl + L

Go to the first row in a table

Ctrl + H

Go to the last row in a table

Ctrl + E

Move to the Remarks field

Ctrl + R

Payment Document Shortcuts

Task

Keyboard Shortcut

Show Payment Means window

Ctrl + Y

Generate the Transaction Journal report

Ctrl + J

Specify a payment method

Ctrl + Y

Copy the amount due to the Total or Amount fields in the Payment Means window

Ctrl + B in the Total or Amount field

Move to the next active field after you have changed the business partner name or GL account name in Checks for Payment

Ctrl + Shift + Tab

Sales, Purchasing & Inventory Document Shortcuts

Task

Keyboard Shortcut

Open base document

Ctrl + N

Open target document

Ctrl + T

Calculate volume and weight

Ctrl + W

Show item payment means

Ctrl + Y

Show Gross Profit window

Ctrl + G

Go to Business Partner Code field

Ctrl + U

Go to the Remarks field

Ctrl + R

Show item serial numbers

Ctrl + Tab in the Qty field

Choose a serial number for an item

Ctrl + Tab in Item Quantity field

Check the latest prices

Ctrl + Tab in Item Price field

Display alternate items

Ctrl + Tab in Warehouse field

Copy an amount when entering a payment

Click the moneybag icon to specify an incoming payment, then press Ctrl + B to copy the amount into the document

Want to create your own keyboard shortcuts? Visit Create Custom Keyboard Shortcuts to find out how.

Version 9.3 sees the release of many new features of the Production module which build upon enhancements made in recent versions. This video looks at the three most important changes.

Single Run Capacity: Enhancements to capacity planning to include single run capacity.

Production Routings: The new simple routing abilities of the Bill of Materials and Production Order.

Pick, Pack and Production Manager: Previously named the Pick and Pack Manager, we'll see what it can now do for production.

Follow the same process as Opening Balances - Accounts Receivable.

Data Entry

The opening stock count for SAP is imported by the SAP consultants as an inventory Goods Receipt.

Timing

Inventory is critical for go-live and the Goods Receipt must be entered before the SAP system can go live.

Validation

The SAP Consultant will ensure that the final inventory account balances meet those provided by the client from the legacy system. Any differences due to rounding will be identified and brought to the clients attention.

Requirements

The client must provide the ProjectLine consultant with a Microsoft Excel file that contains the SAP item codes, the warehouse code, the quantity, and the cost. Multiplying the quantity by the cost and summarizing those values within the spreadsheet should match the inventory balance from the legacy systems trial balance.

This process typically takes 4-8 hours. If serial or batch numbers are required this process can be much longer.

Exceptions if Historical Entries are Required

If historical entries have been added to the system the inventory account balances should be brought back to zero before entering the stock posting.

Additional Notes

If a WMS system is integrated with SAP and bin locations are being used a physical stock count must precede go-live.

Purchase Orders

Purchase orders are optional. If Purchase Orders are not entered, Goods Receipt POs can be keyed in directly when the goods arrive. Purchase Orders can be keyed into the production system at any time since they do not create a financial impact and will not affect the trial balance.

If Valogix is installed Purchase Orders should be entered so that Valogix recognizes the orders and does not recommend that the re-order any inventory based off of commitments and replenishment levels.

Sales Quotations and Sales Orders

Sales Quotes/Orders are optional but highly recommended. Like Purchase Orders these documents do not create a financial impact.

Depending on how SAP has been customized to suit business requirements these documents may become mandatory.

A single opening balance journal voucher will be posted into the opening balance month (and eventually posted as a Journal Entry). This journal voucher will account for all of the general ledger account balances. Any sub-ledger (Accounts Receivable, Accounts Payable, Inventory, etc.) account balances will be posted to opening balance clearing accounts in the voucher and subsequently cleared through detailed sub-ledger postings.

It is recommended that you add one Opening Balance Clearing account to your ledger for each sub-ledger that is applicable. For instance, if you will be transitioning Accounts Receivable, Accounts Payable and Inventory, you should add three new General Ledger Accounts.

One account named Opening Balance Clearing - A/R (located in the Assets drawer),

One account named Opening Balance Clearing - A/P (located in the Liabilities drawer), and

One account named Opening Balance Clearing - Inventory (located in the Assets drawer)

The journal entry for the accumulated depreciation accounts will be the values at the beginning of the fiscal year. The depreciation expense accounts should not be entered. These will be updated through a depreciation run.

Navigate to: Financials > Journal Vouchers

Click on Add Journal Entry to New Voucher

Set your Posting Date, Due Date and Doc. Date to be the last day before your Go-Live date, i.e. December 31, 2019.

Set Your Remarks to be SAP Business One Opening Balance

Key in each G/L account and the associated debit or credit balance.

It is recommended that in advance you have prepared a Trial Balance spreadsheet which has mapped your legacy accounts and balances to the new accounts used within SAP Business One to facilitate data entry.

Replace sub-ledger accounts with the newly created opening balance clearing account.

If you have both foreign and local currency balances, follow these additional steps.

Click on the Display in FC tick box at the bottom of the screen to display the Foreign Currency Columns.

lick on the Form Settings Icon:

Toggle on: Allow Unbalanced Transaction in FC

Press Ok.

Enter your Debits and Credits in Foreign Currency. You may have to adjust your Local currency amounts if it tries to recalculatethem for you but you can ultimately enter the balance you need.

When you are done entering your voucher, press Add to Voucher. On the Journal Vouchers Screen, press Update.

With a voucher you can prepare an unbalanced entry and save it if it will take you some time to complete entering everything. You can also run your SAP financial reports and include the results of your voucher without having to post the entry.

This allows you to check your entry and make adjustments prior to adding it as a final Journal Entry.

Once you have reconciled your financial reports between SAP and the Legacy system, you can post your Journal Voucher, turning into a Journal Entry.

Timing

The opening balance journal entry does not have to be posted prior to go-live. This entry will have to be completed before the next month end can be finalized.

Validation

After posting the journal entry(s) the accountant should print a trial balance from SAP and use it to compare balances from the trial balance produced from the legacy system. Any variances should be corrected with journal entries until the balances match for the posted accounts.

Pre-requisites

The client is required to have a trial balance produced from their legacy system after they have completed the month end process in the legacy system for the opening balance month.

It is highly recommended that the trial balance from the legacy system be exported into Microsoft Excel and modified so that the account structure and numbering matches SAP. Effort spent up front will result in time savings when comparing against the SAP trial balance and analyzing variances.

The journal entry will be manually entered and posted by the accountant or designated personnel. This can take anywhere from half a day to a day or more depending on the number of accounts and the scope of change between the old and new chart of accounts.

Exceptions if Historical Entries are Required

For every historical month a journal entry must be posted to account for the delta between monthly balances. For example:

In September the bank balance (CDN) needs to be $100,000.00 so a journal entry is posted. The journal entry contains all of the account balances for September and the debit to the bank account is $100,000.00.

In October the bank account balance needs to b $125,000.00 so a journal entry is posted for the delta, in this case a debit of $25,000.00 to the bank account.

Inventory can be posted to directly as a summary balance for historical entries.

The final month (opening balance month) then becomes the last set of delta postings. Inventory, A/R, and A/P will have to be reversed as the balances will be re-created using the appropriate sub-ledgers.

If depreciation is expensed at the end of the fiscal year, no additional transactions are required, as the prior system will have no year to date depreciation expense.

When depreciation is expensed monthly in the prior system, complete a depreciation run with a posting date up to the day before go-live. This will credit accumulated depreciation and debit the depreciation expense account for the full year to date depreciation. Depending on the depreciation calculations between the prior system and SAP, the expense may differ slightly. It is recommended to make a manual journal entry to account for the differences posted for the day before go-live to account for the variance. Make this a reversing journal entry with a reversal date of go-live.

It is necessary to enter open A/R invoices to compile the accounts receivable opening balance. These invoices are entered as service invoices so that they do not affect inventory. Inventory has already been accounted for by this point. These invoices are tax exempt as the entry to the tax accounts are made as lump sum entries during the opening balance journal entry for the non-control accounts. The offsetting account for this invoice is the Opening Balance - Accounts Receivable G/L account.

If there are foreign currency A/R invoices to be entered then an average exchange rate has to be calculated to ensure that the local currency and the foreign currency balances match the trial balance from the legacy system. For example if the A/R Foreign G/L account needs to have a foreign currency (i.e. USD) balance of $ 435,119.56 and a local currency (i.e. CDN) balance of $528,366.21 then the exchange rate becomes:

LC Balance / FC Balance = 528,366.21/435,119.56 = 1.214

This rate should be entered for a day within the opening balance month and all foreign A/R invoices need to be posted on this day.

The due dates for the opening A/R Invoices should be accurate to aid with aging and customer statements. In addition a reference to the legacy system invoice number should be entered on the A/R Invoice for reference purposes and reconciliation to the previous system.

Timing

These entries although not critical to have done before go-live will need to be completed prior to the first month end when customer statements have to be generated. If the opening A/R Invoices have not been entered and a payment is received, the invoice must quickly be keyed in before the payment can be processed

Validation

Once the opening A/R Invoices have been keyed into SAP the accountant can quickly confirm the balance in the A/R account(s) under the general ledger. If the balances do not match the original trial balance from the legacy system then an Aging report (or trial balance by business partner) will have to be printed from SAP. This document can then be used to validate each individual customer balance to determine where the variance occurs. Most often a document is missed or added more than once.

Requirements

If the client is entering the A/R invoices manually it is anticipated to take approximately 1.5-2 minutes per invoice. This means that an individual can enter 3040 invoices per hour. If you have approximately 600 invoices you can expect it would take someone 20 hours or almost three working days to key in the open A/R Invoices.

If ProjectLine is importing the invoices the client must provide a Microsoft Excel file containing the required information. An import template will be provided to the client by a ProjectLine implementation consultant. The time it takes to do an import can largely depend on the state of the data but generally it takes between 8-12 hours.

Exceptions if Historical Entries are Required

If the client requires that historical months be accounted for in SAP then the process for the entry of accounts receivable changes slightly. Detailed invoices for each client are not entered into the system. Instead a lump sum A/R Invoice is added to a dummy business partner (accounts receivable is a control account which cannot be posted to directly).

Every month the delta between the balance of the previous month and the current month must be posted as a lump sum invoice against the dummy business partner. For example:

In September the accounts receivable balance (CDN) needs to be $100,000.00 so a single A/R Invoice is posted against a business partner called zzSAPOBCUSTCDN. The invoice is entered in the same fashion as detailed above with the exception that there is no legacy reference as it is a lump sum entry. The A/R Invoice is for $100,000.00.

In October the accounts receivable balance needs to b $125,000.00 so an A/R Invoice is posted against the zzSAPOBCUSTCDN business partner for $25,000.00. This brings the total accounts receivable balance up to $125,000.00 for October.

Once the historical entries are finished and the detailed opening balance A/R Invoices are ready to be entered into the opening balance month then the dummy business partner account must be reversed entirely using a credit memo. If this is not done the accounts receivable will end up being twice what it should be.

Additional Notes

A/R credit memos can be entered in exactly the same way as the A/R Invoices as indicated above.

Transitioning your legacy trial balance to SAP Business One consists of a number of steps. These are outlined below with links to additional knowledge base articles depending on which accounts are applicable to your organization.

First, determine the posting date you will use for all of your Opening Balances. If you are planning to Go-Live on January 1, 2020, then your Opening Balances will be posted into December, 2019, most likely on December 31, 2019.

A single journal voucher (similar to a draft Journal Entry) will be added to account for all general ledger accounts with the exception of any "sub-ledger" accounts which may include: Inventory, Accounts Receivable, Accounts Payable, Fixed Assets and Job Work In Progress. Opening Balances - Trial Balance

The Inventory balance is accounted for by performing an inventory Goods Receipt into SAP (inventory sub ledger). Opening Balances - Inventory

The Accounts Receivable balance is accounted for by entering detailed service A/R Invoices (customer sub-ledger). Opening Balances - Accounts Receivable

The Accounts Payable balance is accounted for by entering detailed service A/P Invoices (vendor sub ledger). Opening Balances - Accounts Payable

The Fixed Assets accumulated depreciation accounts are entered with the balances as of the opening of the current fiscal year. A depreciation run is run to update the year to date values in the accumulated depreciation accounts and the depreciation expense accounts. Opening Balances - Fixed Assets

Work in Progress:

Eralis Job Work in Progress (WIP) accounts are entered via the Job Transaction screens. Article: Opening Balances - Eralis Job (Job Work in Progress)

If you find the font size in SAP Business One too small, here are two solutions to the problem.

Option 1: Adjust the Font Size in SAP Business One

The first option is to simply increase the font size in SAP Business One. The only drawback to this approach is that the bigger you make the font, the more it changes the layout of your windows. Although this helps a lot, it doesn't increase the font size on the main title bar across the top or the subsequent menus beneath those headings. This is a Windows thing (see Option 1).

Important:To do this, youll need authorization to change the font settings.If you don't already have access, ask your system administrator for permission.

Under the main menu, go toAdministration > System Initialization > General Settings.

In theGeneral Settings window, click on theFont & Bkgd tab. On theFont Sizefield, use the drop-down list to adjust the size.Tip: Start with making a small adjustment, then test it to see if you need to increase further.

Option 2: Adjusting the Font Size in Windows

The second option is to change the size of fonts in Windows. The process below may vary slightly depending on which version of Windows youre using, but youre looking for the folder in the Control Panel that lets you reset the size of icons and text. In the recent version of Windows 10, youre able to scale the fonts based on regular size and upwards by a percentage over normal.

Important:This change will affect all fonts on your system, so its important not to overdo it. If you choose a real high number, your fonts will quickly start to take over your computer.

Find your control panel menu item.

FindEase of Access Centerin your control panel.

FindMake the Computer Easier to Seein theEase of Access Center.

FindChange the size of text and iconslink in this window.

Use the slider bar under the display map visual to slide the text and icons to a larger scale.

Clicking Apply. You may be prompted to log out and log back in to apply the change.

One area of SAP Business One that is often talked about as a very proactive tool, but is not often used is Alerts Management. This tool gives you instant notifications of anything important that's happening in your business and needs your attention. For example, here at ProjectLine, we use a custom alert to notify our Marketing team when contacts in SAP Business One have incomplete contact information. This helps us catch any inconsistencies in data entry and maintain quality information on our business partners.

There are two types of alerts standard alerts that come with SAP Business One and custom alerts that are driven by an SQL query that your Consultant can help you with. These are the 7 standard alerts that come with SAP Business One out-of-the-box:

MRP Recommendation Due

Deviation from Budget

Deviation from Discount (in %)

Deviation from % off Gross Profit

Deviation from Commitment Level

Deviation from Credit Limit

Minimum stock Deviation

In this article, well show you how to set up one of the most commonly used alerts Deviation from Credit Limit. Onceyou'veseen how you can set up one alert, youll be able to follow the same process for any of the other standard alerts.

To access Alerts Managementunder the main menu, go to theAdministration>Alerts Management. Query Wizard

In the Alerts Management window, you can access any of these alerts simply by selecting theNext Recordbutton in the Icon Ribbon.

Once on the Deviation from Credit Limit screen, select the people who will be getting this alert and what form of communication you will be using. Make sure you selectActiveand thePriority Level. Then enter the maximum you will allow for deviation from their credit limit.

Click theDocumentstab and select the documents that you want the alert to be triggered from. Then clickUpdateand youre done!

So you can see, with very few steps, you have a very useful alert to indicate that something important is happening and requires your attention. Then you can be proactive and make the appropriate business decision before it becomes a problem. Quick to set up, simple to use, yet very effective.

If youre looking to create a custom alert and need a refresher on writing queries, check out our earlier post on using the.

Members of our Customer Success Program are entitled to certain benefits as a result of staying current on their annual software maintenance. This article includes resources to help you understand what's included in your annual maintenance fees and where additional fees may apply.

Dowload the ProjectLine Customer Success Program brochure

The Journal Entry Import Tool is a useful utility in SAP Business One for use cases like:

Importing a summary Journal Entry / Journal Voucher from a third-party payroll system

Importing a summary transaction from a third-party app that creates it's own sales or purchasing transactions

Things to not which sometimes cause errors in the import process:

The formatting of data in cells will sometimes need to be in specific formats. For instance, date fields must be in YYYYMMDD format without the use of any other characters. November 20th, 2019 should be entered as 20191120 .

The file required for upload by the import tool is a Tab Delimited Text File. Prepare your Journal Entry in the excel template, then save it as a Tab Delimited Text File. Choose this file for upload.

Make sure you don't have the import file (Tab Delimited Text File) open in another program like notepad, etc. This will typically cause SAP to crash as the file is locked by that other program.

Watch this short training video to learn how to use the tool.

Watch this informative training video to learn about all things related to multiple currencies and exchange rates in SAP Business One. Youll learn about:

Setting exchange rates

Currency settings on G/L accounts and Business Partners

Price lists and currencies

Item unit price currencies vs. document currencies

Revaluing Business Partner and G/L account balances

SAP Business One does a lot, theres no doubt about it. But for most of us, other businesses applications like Excel and Word still have their place. Maybe you create customer estimates in a spreadsheet. Or perhaps, like us, you create customer proposals in Word. Using a combination of different applications is all part of the process, but if youre one of those users that lives in SAP Business One, wouldnt it be nice if you didnt have the leave the application every time you needed a different program?

With the Launch Application feature, you can be working in SAP Business One and quickly access those key documents at just the touch of a button. This way, you can stay on task in SAP Business One and access the outside information you need, all at the same time.

Word and Excel are just a couple common examples of how you can use this feature. But its by no means limited to this. Say youre in accounting and you frequently find the need for your calculator you can set that up as an application too. The options are pretty much endless if you have the application on your PC, you can set it up in Launch Application so you always have easy access.

Follow our quick tutorial to set up your most used programs and youll be working more efficiently in no time!

This video showcases multiple branch and fixed asset enhancements in SAP Business One version 9.1, including:

Multi-branch functionality allows you to separate transactions and use some master data between branches.

Fixed Assets module enhancements that allow for the simple cancellation of a depreciation run, and support for cost centers and projects on fixed asset master data and transactions.

Updated May 2019, see attached document for download.

Hardware

Server grade hardware

SAP Business One server virtualized rather than running on bare metal (i.e. VMWare or Hyper-V Hypervisor).

Software

Server Platform Most recent Microsoft Windows Server version supported by SAP Business One version according to the Platform Support Matrix for SAP Business One.pdf. Microsoft Windows Server Version 2012 R2 or higher is recommended in all cases.

Database Platform Most recent Microsoft SQL Server Standard version supported by SAP Business One version according to the Platform Support Matrix for SAP Business One.pdf. Microsoft SQL Server Standard Version 2012 or higher is recommended in all cases.

SQL CALs matching the number of SAP Business One users

SQL Collation for SAP Business One is: SQL_Latin1_General_CP1_CI_AS

Setting min/max RAM allocation on the SQL instance (80%) to prevent SQL from consuming all available memory

Configuration

SAP Business One virtual machine VHDs reside on a RAID 10 volume with SAS 10K drives, SAS 15K drives is preferred.

2 VHDs one VHD for the OS with a minimum of 60GB and one VHD 60GB or greater for the SQL databases and logs with room to grow volume as required.

16 to 20 GB RAM this is dependent on database size, add-ons and SAP Business One user count. In a virtual environment RAM can easily be adjusted as needs change.

vCPU 2 to 4 vCPUs - this is dependent on database size, add-ons and SAP Business One user count. In a virtual environment vCPU count can easily be adjusted as needs change.

Physical CPU single thread performance should be a minimum of 1200, 1500 or higher recommended.

www.cpubenchmark.net/singleThread.html

Additional Considerations

SQL aware backup utility to backup databases and log files or ProjectLine Solutions SQL Maintenance Plan for backups and database optimization.

Offsite backup for an additional layer of protection

Physical Hardware BIOS Performance setting on Dell and HP Servers when running virtualized SQL Server. This is a VMWare article but we have seen a dramatic performance improvement applying the same settings to a Hyper-V installation.

kb.vmware.com/selfservice/microsites/search.do?language=en_US&cmd=displayKC&externalId=1018206

B1 Dashboards allows you to create customized, detailed, fact-based views of your company's data to facilitate mission critical decision making. You can get a simple snapshot of your key performance indicators (KPIs) in-the-moment, with a variety of data visualizations.

To copy PLD or Crystal Report from one company to another:

Step 1: Export Data from Source Company

Log into the company that you would like to export the data from.

Go toModules >Administration > System Initialization >Implementation Center > Implementation Tasks > Data managementtab. ClickCopy Data Between Companies.

In the Quick Copy window, define Copy to Filepath and error handling. Click OK to proceed to the next window.

Click on Customization - Print layouts and Reports, then select the the custom reports or layouts you would like to export on the right hand side. Click Export.

You may receive receive a data dependencies warning. Export the data if information is not contained in the other company already.

The result is displayed when export is complete.

Step 2: Import Data to Destination Company

Important: To import the PLD and Crystal Reports, please make sure there are no other users connected and no other connections to the company, otherwise, you will receive the following error:

Cannot perform the action due to existing company connections. Open the 'Connected Clients' form under 'Utilities' menu to view all existing connections for the current company. Close them before performing this action again.

Login to the company you want to import the data to.

Go to Modules >Administration > System Initialization >Implementation Center > Implementation Tasks > Data managementtab. ClickCopy Data Between Companies.

In the Quick Copy window, select Copy From. Define copy method, error handling and copy option.Note: You have an option - force backup before starting copy process. This would be a good idea in case you would like to revert back the import.

Review the records and select Import.

Result will be displayed when import process is finished.

SAP Business One SettingsIn order to configure Access for users to log into the SAP Business One Mobile App for iOS and Android devices the following information must be setup in SAP Business One Company database(s)

User - Setup DataAdministration > Setup > General > Users1. Each user account will need the following information for each user connecting via mobile applicationSelect Mobile User (Checkbox)2. Mobile Phone information contains phone number3. Mobile device ID (how to get Mobile Device is shown in iOS and Android set-ups below)To connect 2 devices for the same user in the Mobile device ID Use "/" as the separator. For example: AE45FG67816ET98ZV6523BNH8I/1QAZXSW23EDCVFR45TGB678YHN.If a user tries to log on to one device while logged on to the other device, a warning appears, and the session automatically ends.Example Screenshot User Master Data https://apps.apple.com/us/app/sap-business-one/id392606876

License AdministrationAdministration > License > license AdministrationEach user account that is connecting through SAP Mobile app will need to have an SAP License and a B1i license assigned to their user in the License AdministrationUser cannot be logged into SAP Business One to apply a B1i licenseExample Screenshot User Master Data

Device set-up on mobile Android and/or iOSAndroidDownload the SAP Mobile App from the Play Store https://play.google.com/store/apps/details?id=b1.mobile.android

Install the app then open the application

Choose settings and here is the informationServer: xxxxx.projectline.ca (this is the external access url that SSL was setup against - This is different per customer, please check with your IT provider and us)Port: 8443SSL: Yes (checked)Company DB: (Database Name) This can be looked up by opening SAP Business One application and clicking choose company

SAP User Code: (SAP B1 User ID that is used to log into SAP Business One client)Phone number: (must match exactly what is entered in the user settings for Mobile Phone number)Device ID: (available when you open app and click settings) enter that number into mobile device id in SAP Business One under the User MasterTurn Demo System to OffExample Screenshot Android

iOS (Apple)Download the SAP Mobile App from the Apple Store

Go to Settings > SAP Business One

Choose settings and here is the informationServer: xxxxxx.projectline.ca:8443 (this is the external access url that SSL was setup against - This is different per customer, please check with your IT provider and us) note: iOS has the port in urlSSL: Yes (checked)Email Device ID: toggle on (for first time set up)Demo System: toggle offCompany DB: (Database Name) This can be looked up by opening SAP Business One application and clicking choose company

SAP User Code: (SAP B1 User ID that is used to log into SAP Business One client)Phone number: (must match exactly what is entered in the user settings for Mobile Phone number)Email Device ID: toggle on (for first time set up) (available when you open app and click settings) enter that number into mobile device id in SAP Business One under the User MasterOnce finished with the settings go back to your home screen and open the SAP Business One applicationFirst time will ask if you want your device ID emailed (provided you have email configured on the device) in which you can email yourself the device ID and copy and paste (or type) into the SAP Business One user set under mobile device IDExample Screenshot iOS

It's common to sell, purchase, produce and inventory items using different units of measure(UoM). For example, you might purchase an item by the pallet, sell it by the case, and inventory it by individual units. Or perhaps you purchase some items using the Imperial system, but sell and inventory using the Metric system. There are countless variants when it comes to managing multiple units of measure, and these complexities multiply exponentially when you consider all the various pricing and discounts to associate with each unit of measure.

So how can youeasily manage this?

SAP Business One introduced advanced Unit of Measure Groups in version 9.0 that makes it much easier to purchase, sell and inventory items with different units of measure. Where it used to require manual effort to manage, now you can just create a single item master record and associate the various units of measure, barcodes, prices and other parameters. Ultimately, this reduces the number of item master records you have to manage and reduces your database size.

Check out our webinar recording to learn:

What Unit of Measure Groups are

Pre-requisites and setup

Practical examples of how to use Unit of Measure Groups

You may have heard your SAP Business One consultant say the words formatted search, and it probably went through one ear and out the other because it sounds kind of technical or perhaps too complex to setup. The truth is, formatted searchesaren'tcomplicated at all, so if you can understand the concept of formatted searches, and when and how they can be used, you can really take your SAP Business One system to another level!

What is a Formatted Search?

In very simple terms, it means you can insert specific information into a field. In geek-speak a formatted search function enables you to enter values, originated by a pre-defined search process, into any field in the system (including user-defined fields).

You can use the formatted search function to:

Automatically enter values into fields from various objects in the system.

Enter values into fields using a pre-defined list.

Automatically enter values into fields with pre-defined queries (user queries).

Create dependencies between fields in the system (e.g. the value in field X influences the value in field Y).

Display internal fields thataren'texposed on windows. These are fields thataren'tdisplayed anywhere in the system, but they can be queried. For example, some of these fields are:User Signature, Creation Date, Open Checks Balance(for Business Partners), etc.

Why Use a Formatted Search?

Formatted searches are extremely for a few reasons:

They save you time from having to search for information located on other screens

Theyre especially handy if you want to automatically display information based on conditions and calculations (e.g. you could automatically calculate the annual maintenance for a specific item within a UDF on a document row)

They reduce effort and possibility of human error.

Practical Example

Lets say you want to automatically display the itemsForeign Nameonto the row of your Sales Order. TheForeign Namefield exists in the Item Master Data screen, but its not a field thats inherently available to display on document rows. You can use a formatted search to bring in this data from the Item Master Dataonto the Sales Order row.

For example, you sell Christmas trees and every time you enter the Christmas tree item code on the row of a Sales Order, you also want the French description l'arbre de Nol to appear on the row.

Here is how to accomplish this using a formatted search:

Create a User-defined Field (UDF) on the row calledForeign Name.

Save the following query in the Query Manager. This will be called in your formatted search:SELECT T0.[FrgnName]FROM OITM T0WHERE $[$38.1.0] = T0.[ItemCode](This query basically grabs theForeign Namefrom the Item Master Data window of the respective item code that you entered on your sales order)

Place your cursor into theForeign NameUDF you created on the Sales Order row and pressAlt+Shift+F2on your keyboard.

TheUser-defined Values Setupwindow will appear. Click onSearch in Existing User-defined Values according to Saved Queryradio button and select theForeign Name queryyou just saved.

Click on theAuto Refreshbox and selectItem No.from the drop-down list. Then click on theDisplay Saved User-defined Valuesradio button. (Basically this entire step enables the system to automatically show theForeign Nameof the respective Item Code every time you select an item on a new row or even change the item on an existing row).

Now test it out. Create a Sales Order and enter an item on the row; theForeign Nameof the item will automatically appear within the UDF.

Whether you're a distribution, manufacturing or service-based organization, you've likely wondered if you have enough of a specific item to sell.New business can walk through the door at any moment, and sometimes it's hard to confidently answer that question. This video will help you understand the three most important aspects of Available to Promise (ATP) in SAP Business One, including what it is and where to find it.

Here are some helpful tips for working with DTW:

Every version of SAP is released with a DTW version. It is recommended to always import into SAP from the same version level in DTW.

Login using an SAP Super-user account with a Professional license.

Perform importing of new data and updating of existing data separately. Performing both simultaneously typically has a pretty big performance hit.

Tab delimited text files and ODBC connections work well for data work. A lot of client legacy data will contain either commas or semi-colons which will affect your import file adversely.

In just 40 minutes, you'll gain a better understanding of how to use Boyum's B1UP line loop functionality to improve efficiency and data accuracy.

We look at the two most common scenarios where line loops are used and allow time to answer questions and run through scenarios from your own business.

Using Line Loops to Validate Data

You can use line loops to validate information on every row based on specific business rules. Its like having a second pair of eyes to ensure you havent made any mistakes.

Here's a simple example if you entered a row on a Sales Order without a price, a line loop could show a pop-up message indicating which row is missing the price.

Using Line Loops for Automation

Another way to incorporate line loops is to automatically insert information into documents based on specific criteria.

For example, you could automatically enter a shipping charge on the last row of a Sales Order if the total was less than a certain amount.

1. Open Print Layout Designer from the toolbar.

2. Select PPAC Preliminary Page Accounting (or which one you need) from a drop-down menu.

3. Click on Manage Layout with the Preliminary Page Accounting (System) highlighted.

4. Choose Save As... from Print Layout Designer.

5. Save as a new name.

6. Choose Display Document Properties fromPrint Layout Designer.Go to Paper Format and change the value of Number of Copies from 1 to 0 and Click Update and follow by OK.

7. Press X on the Form to close the Print Layout designer, Save.

8. On the Layout Designer Screen, select the new layout and click Set as Defaultand follow by OK with Set as Default for All Usersselected.Finally Click Update.

9. Print the Report as per Normal.

SAP Lumira makes data visualization easy and effective. In this webinar, you'll learn how to create your own dashboards using SAP Lumira and the data from SAP Business One. Once your dashboards are complete, you can share them with others in your organization through a secure web page.

Ready to create your own dashboards? Download the free personal edition of SAP Lumira to get started.

Invite your staff to view shared dashboards with a free SAP Lumira Cloud account.

The how-to guide attached to this article explains, in general, how to do year-end close procedure in SAP Business One.

Additional information on posting periods can be found on the related article - Creating Posting Periods in SAP Business One

When adding a new user to SAP there are three aspects to consider:

Creating the user and applying form settings

Licensing

Authorizations

Create New User & Apply Form Settings

Access the user setup module via Administration > Setup > General > Users: [email protected]

Fill out the required information to add a new user. At a minimum, set the User Code, Name and Password.Checking the Superuser checkbox will set this user's authorizations to full and give them access to all areas of the system provided they are licensed for it.

Tip: Form settings can be copied between users by clicking on the Copy Form Settings button.

Licensing

The license sets the scope of what that user can access. Contact us at [email protected] to get a copy of the latest license comparison guide.

Once the user is created, open the License Administration window under Administration > License > License Administration:

Click on the newly created user under the Users column on the left side of theAllocation tab.

Check the applicable boxes on the right, under B1 User Type Licenses, to assign the necessary licenses. Check the box for the SAP AddOns licenses as well.

Authorizations

Now that the licenses have been assigned, the authorizations can be configured for this user.

Access authorizations via Administration > System Initialization > Authorizations > General Authorizations.

Click on the user and toggle the authorizations and discounts as desired.

Tip:Authorizations can be copied between users by using the Copy Authorizations button shown above.

Tutorial Video

For further information of how to set up authorization, please contact .

Eralis Job is a fully certified add-on for SAP Business One. The solution extends the core capabilities of SAP Business One project management into the realm of robust job costing. In this month's webinar, we'll look at three ways Eralis Job goes beyond core SAP Business One functionality:

Creating job estimates (or loading estimates from another quoting software)

Tracking multiple costs, including labour, equipment and materials

Diverse billing schemes (e.g. time and materials vs. fixed contract)

Mobile capabilities can offer huge advantages for your company. And did you know that the SAP Business One Mobile App is bundled with your SAP Business One core licensing? This means that any Business One Professional or Limited user is entitled to use the app which has been developed for iOS and Android based devices. In order to switch on this application there are a few technical considerations. First, you will need a security certificate that helps to establish a secure connection between your SAP Business One system and the mobile app. This secure connection is necessary as data is being shared in real-time from the SAP Business One database (there is no data synchronization, its live!). Second, there is some configuration required to ensure that SAP Business One has the right things running to make this all work. ProjectLine consultants can guide you through getting this setup.

So what do you get with the mobile app? Essentially you get a mini version of your SAP Business One system. You have the ability to view business partners, activities, inventory and even create certain documents such as quotes and sales orders. Check out the video below to see what you can do with the mobile app.

Learn tips and tricks to making your user experience with SAP Business One more efficient and more productive. Here's what we cover in this video:

Creating personalized F-key shortcuts

Un-jumbling the Relationship Map

Using the Inventory Audit Report

Using the Open Items List

Changing the Item Description on a Sales Order

Reconciling across Business Partners

Using the search menu

Adding a Business Partner in the Journal Entry

Locating Journal Transactions by Amount Range

Setting up the Cockpit

Tour of the Toolbar Icons

Learn about using multiple units of measure in SAP Business One and how to configure your Chart of Accounts using advanced GL account determination features in SAP Business One version 9.0.