New in SAP Business One 10.0 FP2602 — CRM, Sales and Purchasing

SAP Business One 10.0 Feature Package 2602 brings targeted improvements in three key areas: CRM, Sales and Purchasing. From Excel import for business partner data to new wizards for batch processing to Correction invoices without cancellation — the innovations address concrete requirements in the daily business of medium-sized companies. The following overview shows which functions are being added and how they can be used in practice.

Excel import for business partner data

From FP2602 onwards, the Business Partners app in the SAP Business One Web Client supports the direct import of business partner data from Microsoft Excel. Users upload an Excel file and see the imported data immediately on a preview tab. Using the „Map Fields“ function, they assign the columns from the uploaded file to the system fields. Three options are available: manual mapping, saving a custom template, or using a predefined template. Only after mapping does the actual import begin, which creates new records or updates existing ones.

This approach simplifies the mass care of base data considerably. This eliminates the need for manual individual entry, especially for migrations or regular data comparisons. The reusable mapping templates ensure that recurring import scenarios run quickly and without errors.

New activity type „Email“

With FP2602, SAP Business One introduces the „E-mail“ activity type. Users can create this type either in the Activities app or directly in the „Contact Persons“ tab of a business partner. The system automatically pre-fills relevant information and sets the selected contact persons as recipients.

Via the Share Menu in the detail view, the „Send by email“ option creates a draft in the operating system's default email application. Alternatively, SAP Business One sends the message directly via the integrated „Send Message“ window. Following successful dispatch, the system automatically logs the email in the Messages/Alerts Overview.

An important note: Once an activity's status changes to „emailed“ or the corresponding checkbox is activated, you can no longer make changes to it. Activity Do not make any further changes. This protection mechanism ensures that sent communication cannot be altered afterwards.

Sales: Batch processing, credit notes, and flexible discounts

Document Generation Wizard in Web Client Version FP2602

The new Document Generation Wizard app is available Web Client in the „Sales“ group. It enables the step-by-step batch processing of sales documents and is aimed at users who regularly need to generate large quantities of target documents.

The process is divided into several steps. First, the user defines a name and the desired target document type for a specific customer. They then select the available source documents that the system can consolidate based on various configurations. Before final generation, a recommendation report displays the planned target documents. Missing data can be identified and system responses defined within this report. A final summary report summarises the results of the document run.

This function saves time in document processing and reduces errors that can occur with manual individual entry. The wizard significantly speeds up the process, especially for customers with many open base documents.

Separate discount and deposit percentages

FP2602 introduces the ability to separate the discount percentage and deposit percentage in credit notes. Previously, these values were in Credits, which were based on down payment invoices, are interlinked. In addition, the base discount percentage in down payment invoices and down payment requests is now freely editable.

To use this feature, the „separate discount percentage and DPM percentage fields“ checkbox must be activated in the Document Settings. This separation creates more flexibility for complex pricing and payment arrangements and more accurately reflects real business scenarios.

Shopping: Purchasing Assistant and Purchase Prices in FP2602

Procurement Confirmation Wizard

The new Procurement Confirmation Wizard is available as an app in the „Purchasing“ and „Production“ groups. It automatically generates procurement documents based on various source documents. Customer orders (Sales Orders), sales quotations (Sales Quotations), or production orders (Production Orders) serve as base documents.

After selecting the relevant business partner and the desired source documents, the user defines the target document type. The selected source documents can be consolidated using standard options or additional parameters. A summary report finally provides an overview of all created documents and highlights any errors.

This wizard is the counterpart to the Document Generation Wizard in sales. Both wizards follow a similar step-by-step approach and significantly simplify working with large volumes of documents.

Purchase prices of inventory items

The capture of landed costs such as freight, insurance, customs, and handling charges will be extended with FP2602. Users select a supplier and copy a base document—such as a goods receipt, an incoming invoice, or an existing landed costs document. In the „Costs“ tab, they select the applicable cost type and enter the relevant amount.

SAP Business One subsequently automatically distributes the captured purchase prices to the respective inventory items at line level. This automatic distribution ensures that the actual procurement costs are correctly in the Stock assessment be displayed. Companies with international purchasing or complex supply chains particularly benefit from this function.

Outlook

SAP Business One 10.0 FP2602 focuses on efficiency gains in daily operations for CRM, sales, and purchasing. The new batch processing wizards reduce manual work in document creation. Excel import and email activities improve the CRM- Web client functionality. Credit memos and flexible discount/down payment separation increase precision in document processing. Companies using SAP Business One should investigate which of these new features can immediately improve their existing processes.

SAP B1 blog