SAP B1 blog

Extensions Support processes

• Create an appointment in Outlook for a support case
• Create an appointment with MS Teams Link from a support case.
• Additional masks in which the support processes are displayed: Project, contract, contract item, phase
• Printout of the listed support processes in the SLA Monitor

SharePoint (O365) Integration

• Several documents can now be added directly to the folder.
• The Excel export can be stored in the collection folder.
• The Excel export can be stored in a SharePoint directory.
• SharePoint can be used as a document management system for automatic filing of documents.

Down payment partial invoices

It is now possible to specify the amount of the down payment for each fixed price item.

Extensions in the project purchasing budget

• It is now possible to transfer the costs from the contracts to the budget.
• If a project has already been planned in detail, the planning can be transferred to the purchasing budget.

Retention in purchasing transactions

If deductions have been agreed with the supplier on each invoice, these can now be planned and entered in the Cash flow be taken into account.

Data collection: Extension phase selection

If users have to select from a large number of phases in data entry, a new pop-up can now be used. User-defined fields can also be displayed in this pop-up.

Extensions event module

The following functions have been added to the event module:

• Follow-up dates for an event.
• Online appointments with URL and access password.
• Group registrations of several participants.
• Preparation of offers / order confirmations for participants.
• Integration of normal contracts for billing seminar participation.

Web Client Order Processing

Further order processing functionalities were realised in the Web Client:

• Contract amendment wizard
• Article validation assistant (VK)

Web Client Purchase Processing

Several wizards have also been activated for the Web Client in purchasing processing:

• Create order requests
• Enter price feedback
• Assistant supplier comparison
• Wizard supplier selection
• Sales Price Wizard
• Assistant Splitting Purchasing Process
• Article Validation Assistant (EK)

Conversion of table structure for hours recording / article recording

The "Employee" and "Period" fields have been added to the tables for time recording and article recording so that queries no longer require the time recording header and are therefore faster. This means that some self-created queries may have to be changed.

MARI Data Transfer Workbench / MARIInterface

It is now possible not only to import employee master data, but also to change existing data. For example, you can use "MARIProject -> base data Employees -> Employees -> Overview of employee master data" and export the current data via the "MARI DTW Export Wizard" options. This can then be edited in Excel and the new "Synchronisation" option allows the changed data to be imported via "MARIProject -> Administration -> Data Transfer Workbench -> MARIProject DTW Import Wizard".

Other

• The project working group can be structured with a new group.
• A new service job allows the results of an SQL query to be exported as CSV or XML or uploaded to an SFTP.
• The document date is now transmitted in the document management interface to ELO.
• A report can now be printed in Crystal in the SLA evaluation of support processes.
• In the Web Client you can now also expand and collapse all triangles of a hierarchy.
• Freight can now also be entered in the preliminary entry of incoming invoices.
• A final discount can now also be processed on the purchase page.
• the ZUGFeRD interface has been extended by further fields.