SAP B1 blog

1. automated warning messages for the One-Stop-Shop regulation

The One-Stop-Shop (OSS) regulation applies to companies that Cross-border within the EU sell. The new automation function solves two central problems:

1. Missing exchange rate data
   • Previously, accountants had to manually ensure that the daily exchange rates were stored in SAP Business One.
   • The system now recognises missing data and proactively informs the responsible persons.
   • Companies that process a large number of foreign transactions can thus Avoid incorrect bookings.
2. Reaching the 10,000 euro turnover limit
   • Companies that sell within the EU are subject to the OSS reporting obligation.
   • The automatic notification ensures that the finance team immediately initiates the correct tax measures.
   • This reduces Penalties and tax errorsas accountants often only learn of the overrun after the fact.

Optimisation potential: By combining these warning messages with a Workflow management system the finance team can intervene directly in the booking process and initiate corrective measures.

2. improved electronic document import

What has been improved?

• SAP Business One can now Extract XML files directly from PDFs.
• The data is automatically transferred to the system without the need for manual input.
• A new Mapping tool ensures precise allocation of the fields.

How does this benefit companies?

Better traceability: The imported documents are saved as Drafts savedso that a final check can be carried out.

Time saving: Invoices no longer have to be entered into the system manually.

Fewer errors: Automatic data transfer reduces the risk of typing errors.

3. extended user-defined values in the web interface

B3. user-defined values in the web client: more flexibility for sales and purchasing

SAP Business One now offers improved User-defined values (UDV). This function allows you to, Calculate values automatically based on rules or formulas.

Two major innovations:

1. Filtered lists:
   • Drop-down menus can be restricted to certain values.
   • Use case: If a retailer this week only blue products sold, all other colours can be removed from the selection menu.
2. Formula-based values:
   • Fields can be filled in automatically based on arithmetic or logical conditions.
   • Example: When a customer code is changed, the system can automatically change the Open balance amount of the customer in the comments field.

Optimisation potential: Companies can avoid repetitive manual input and minimise the time and effort required for field calculations through automated field calculations. Increase the speed of quotation preparation by up to 30 %.

4. new functions for inventory management and warehouse management

SAP Business One improves warehouse processes with new apps and enhancements:

• Stock transfersFacilitated management of stock movements including support for Serial numbers and batches.
• Stock countDrafts, approval processes and decisions can now be supported by the system.
• Extended inventory trackingSupport for alternative articles and new fields for managing stock items.

These improvements help companies to manage stock more efficiently and avoid bottlenecks.

5. improved analysis functions and linked list views

The analysis functions in SAP Business One have been expanded to enable better data visualisation:

• Detailed data analysis directly from diagramsIndividual data points can be selected and analysed in more detail in a new list view.
• Optimised links in list views:
  • Link list viewsFor example, sales data for a specific product group can be compared directly in a summarised overview.
  • Link detail view table rowsHistorical invoices for specific items can be called up directly from the sales order.

These functions enable deeper insights and more efficient control of business processes.

6. financial management: new apps and extended accounting functions

SAP Business One 10.0 FP 2502 brings numerous improvements in the area of financial accounting:

• New apps for accounting:
  • "Chart of accounts" for the hierarchical organisation of general ledger accounts.
  • "Pre-entered receipts" for a better overview of posting processes.
  • "Recurring entry documents" for easier management of recurring postings.
• Automatic integration of tax codes in framework agreementsTax information can be transferred directly to the voucher lines.
• Electronic tax returnsCountries such as Italy, the Czech Republic, Spain and the Netherlands can now create tax returns directly via the web client.

These new functions reduce manual effort and improve the financial overview.

7. improved integration and automation in SAP Business One 10.0 FP 2502

• SAP Business One & Microsoft 365Support for OneDrive and SharePoint integration.
• Import accounting documents from ExcelIndividual posting documents can now be transferred directly from an Excel file into the system.
• Web client API extensionsNew UI elements and extended interfaces enable more flexible customisation.

These integrations help to automate workflows and utilise data more efficiently.

8. further optimisations for user-friendliness and system administration

SAP Business One FP 2502 brings a number of small but effective improvements:

• New button for serial number selectionSwitch between displaying all available or only selected serial numbers in deliveries.
• Flexible purchase requisitionsOrders can now be displayed in different currencies.
• E-mail notifications for approval processesAutomatic e-mail notifications for approval processes can be activated.
• Advanced settings for business partnersValidation of inactive business partners during document creation.

These improvements increase user-friendliness and optimise daily operation.