SAP B1 blog

Extensions for the SAP Business One web client

Companies using the SAP Business One app in Microsoft Teams now have access to the following list views and detailed views via Teams in addition to the web client apps supported in FP 2111:

• returns
• incoming credits
• Outgoing goods
• equipment master data
• alternative item
• approval decision
• Journal entryn

Automation

• It is possible to use intelligent automation as an element of the Web Client for SAP Business One. This feature package contains the best practice template project for the bot „Activity Creation for Business partner„which is deployed in the SAP Intelligent RPA Store.

Info dialog on the start page

• The info dialogue can now be called up from the user area while working on the start page. The info dialogue shows the version and functional scope of SAP Business One.

opportunities

• In the detailed display, you can view the levels linked to a step. Activities Show. You can do that Arrow In the Activities field on the Stages tab, click. This will show the number of activities associated with the stage.
• In the detailed view you can now see the Linkage plan larger, smaller or maximised.

extension on sale

• Innovations in the linking of paid Deposit Requirements/-Bills:
  - The localisation for Brazil now supports the linking of paid Advance invoices with A/R Invoices.
  - In India, too, the Deposit Requirements/Display Invoices in Outgoing Invoices.
  -In an outgoing invoice based exit credit it is possible to display and edit the down payment requests/invoices copied from the outgoing invoice.

Extension in purchasing

• The new applications create returns and create incoming credit notes are at the start. You can use them to create new documents.

• Returns and incoming invoices are now also available in the detailed view, where you can perform various actions. These include
  - Creation of new returns and incoming credit notes.
  - Display or processing of returns and incoming credit notes.
  - Copying returns to the incoming credit note
  - Display the logic diagram
  - You can now Incoming goods in returns and incoming invoices in incoming credit notes
  convert.

Extensions in sales and purchasing

• In the „Attachments“ tab, detailed views of documents can be found.
• If in the SAP B1 clients a default asset folder has been created per user
  every attachment will be moved to this default folder.
• If the origin of a price in a sales receipt and purchase receipt of type „item“ is active or inactive price list, with or without discount groups applied, you can now retrieve the price list number and name.
• Both sales documents and purchasing documents are now displayed in the link plan if they are referenced in a document.
• In the list view of incoming and outgoing invoices, you can select multiple invoices and create payments for them via „Create Payment“.
• In the detail view of an incoming or outgoing invoice, you can use the „Pay“ button to open a payment detail view with the selected business partner and the original invoice. This allows you to create a payment directly.
• When you add or update a document of the type "Article", you can select a barcode to identify the article.

Extensions Receipts & Approval

• You can add further document types in the Approval process Manage (receipts and parked receipts): returns, incoming credit notes, incoming payments (only parked receipts), outgoing payments, goods issues
• The person who approves the receipt can receive a corresponding request in the Web Client.
• Approval decisions can be controlled in the web client to process approval requests.

Business partners in the SAP Business One web client

• In the drop-down list under the „Create“ option, you can now create incoming and outgoing payments for the relevant business partner.
• The detail view shows the new selection „Standard framework contract„You can activate the function accordingly with the checkbox „multiple framework agreements for the same period“.
• In the „Series“ field in the list view, you can now select not only manual series numbers but also all existing business partner series numbers.

Business partner catalogue numbers Extension

• List views for the business partner catalogue numbers, the BP code and item no. filters are now sorted by code in ascending order. You can sort the codes by another field.

Extension for payments

• The localisation for Israel allows the creation of incoming payments with withholding tax information in the header for debtors. Outgoing payments whose creditors are subject to withholding tax can also be handled accordingly.
• The detail view now provides the link plan, which shows the payment and associated documents.
• Various permissions receive extended options
  - Authorisations for payment draft
  - Cancellation of incoming and outgoing payments
  - Authorisations for incoming payments
  
• You can create payments with withholding tax information in lines for invoices that contain withholding taxes.
• You can now create payments with the following payment details regarding bank fee and payment method.
• Invoices generated for branches can now be paid centrally.

Extension for item management

• The function „alternative item“can be called up in the article management. This allows you to define alternatives for articles.

Inventory Transactions

Among Inventory Transactions you can search and filter goods issues, display and manage different selections of goods issue lists, display, edit and create goods issues.

Extension for accounting in the web client of SAP Business One

• Under „Create booking receipt“, such receipts can now be created accordingly.
• The list view allows new functions:
  - Filter on data records
  - new Journal entry Regarding „Investing“
  - Cancellation of manual journal entries
  - Set display
• The detailed view offers additional options
  - Processing of journal entries
  - Creation of journal entries
  - Duplication of journal entries
  - „Cancel“ is only displayed for a manual journal entry where „Cancellation No.“
  has stated
• Plant from Activity for the journal entries

Extensions in service

• About Service calls you can generate a report (Crystal) to display them
• The corresponding logic diagram can be displayed larger, smaller and maximised
• In the notification center, users are informed whether they have been assigned to a service call
• Using „Equipment master data“, corresponding data can be created. This allows for, among other things:
  - Creation and deletion of equipmentbase data
  - Display and update details and history of items sold or purchased
  - Display and create service calls / service calls from existing equipment master data

Extension of SAP Business One time sheets

• One can time sheet remove if you have the appropriate rights
• Display of the „Employee/User Code“ field in the standard list view
• Total display of break times, non-billable times, actual times, billable net time
• New display of effective and billable time
• Time tracking complete„

Analytics web client SAP Business One

• Views export “and import" you can export/import data between tenants

• Linked list views allow you to create links in the detail views of business objects to specific list views.

Administration web client SAP Business One

• Definition and maintenance of object data fields entries via „Configuration“ for use in the SAP Business One web client.

Cross-divisional web client SAP Business One

• Free text search is now possible and is available in the list views.
• Auto-complete is available in the fields of the selection list
• Advanced integration Microsoft 365

Administration of SAP Business One

Permission Groups

• Use of up to 30 authorisation groups for numbering series and price lists
• Activity types in time sheets are not dependent on project management
• Authorisation extensions for time sheets: You can remove time sheets if you have the corresponding authorisation
• Advanced integration Microsoft 365
• extensions of Change log
  - Tax code determination
  - terms of payment

Sales, Purchasing and Service

Display price list numbers and price list names

• Price sources for sales documents or purchasing documents can now display the price list number and the name of the price list.
• Extensions for electronic billing (e-billing)

finance

Great Britain: Plastic packaging tax

• Options to record weight of plastic packaging
• Exports and imports option
• various Units of measure
• Option „Relevant for plastic packaging tax“ for document import and document export

Greece: e-books and online sales reports

• Corresponding receipts and bookings can be transmitted to the authorities online and immediately recorded in the system.

Italy: Withholding tax certificates

• New functionality:
  - Header information
  - Codes for exceptional events
  - Option for reporting special cases

Italy: Electronic invoicing

• Sales and purchasing document scenarios can be managed in FPA
• Processing of destinations for the FPA protocol via new FPA connector version

Russia: Electronic Corrective Tax Invoices

• Support for electronic correction tax invoices

Russia: Commodity information books and commission trade journals (Crystal)

• Updated Crystal Reports layouts for trackable goods are available

Mexico: CFDI

Updated electronic invoices via CFDI 4.0 are available

Argentina: Withholding tax options in automatic credits

• Options that Withholding tax calculation available as an option in automatic credit notes.

EU: One Stop Shop Reporting

• Changes for one-stop shop reporting (OSS):
  – new output mode under „Tax Report / Selection Criteria“
  - Tax code determination as an option for OSS reporting
  - Tax code - definition as an option for OSS reporting

Refresh function in financial reports

• Reloading the report instead of closing and reopening with „Refresh table“ in Reports„Profit and Loss Account“and „Trial Balance“
• Function also for the Account balance, Deliveries, Orders and Opportunities fields in the Business partner master data window

IFRS postings for asset revaluation

• Checkbox „IFRS Posting“ in the window „Plant revaluation„
• This means that asset revaluations can now be carried out in accordance with the International Financial reporting standards (IFRS) for valuation areas.

India: updates

• Updated chart of accounts, the standard GST tax codes and the standard TCS codes
• Higher TDS and TCS rates for non-filing of income tax returns

Norway: Business activity reports (BAS)

• Assignment file SAF-T control message (NO) available for generating the new SAF-T control report.

Japan: Method for qualified invoices

• Tax calculation according to tax codes in documents
• In monthly invoices, tax amounts for the aggregated amounts are now determined using the specific tax codes
• New Crystal Reports layouts for receipts and monthly invoices

Platform and Extensibility

Crystal Reports

• The SAP Crystal Reports 2020 SP2_P1 version is available for SAP

Process automation for SAP Business One

• These best practice templates for process automation are available. These best practices template project bots can be used:
  - Business Document Extraction from E-mails
  - Proof of Delivery Note Upload in the Outbound Delivery and Invoice
  - Sales Order Creation from a Local Purchase Order
  - Supplier Invoice Upload for Intelligent Invoice Scanning
  - Master Data Enrichment for Document Information Extraction
  - Activity Creation for Business Partners (only for web client)

Custom Tables

• Checkbox „Show Menu“ in the „In Window” window Custom Tables – Definition “ to display custom tables as a sub-menu in SAP Business One Client or as a tile in the Web Client

Mechanism for uploading the service layer

• You can upload the following stream entities using the slug mechanism:
  - Attachments2
  - Pictures

Extensions in the service layer controller

• The new „Monitor“ tab has been added to the Service Layer Controller. You can view logs for normal and error requests on the Monitor tab.