The correct use of master data is the most important condition in order to SAP Business One fully, long-term and scalable. In principle, the basis for all postings in SAP Business One has been maintained accordingly: The business partners divided into three groups (customers, suppliers and interested parties), articles that are stored in stock and possibly in warehouses, and ledger accounts, which are used when posting transactions. Every time a new document is created in the system or other actions take place, SAP B1 provides most of the required information using these entries.
When master data in SAP Business One is involved in an accounting or inventory transaction, it cannot be removed from the system. In addition, all partners and items associated with a sales order are also protected.
SAP Business One User Master Data
Each individual working with SAP Business One must be created as a user. The user is recognized as such in SAP Business One and can dial into the program using a user code and password and work with it. As a SAP customer, the so-called Named User Licenses acquired. This means that each individual user license is assigned to an employee of the company in the master data. The super user is a type of user with special tasks in SAP Business One. This user has global permissions and can, among other things, change the password of another user.
Otherwise, all details about the user are stored via the user settings, be it the affiliation to departments or groups or their password with corresponding rules.
SAP Business One business partners
Business partners are definitely the central master data in SAP Business One. They can have very different roles:
- legal entities
SAP Business One provides a basic categorization of prospects, customers, and suppliers for these business partners. The prospect (lead) describes a target customer. This data provides the basis for sales activities and marketing campaigns. As soon as the prospect makes the first purchase, SAP Business One transfers them to the “Customer” status. The “Customer” status applies when it comes to business partners with whom you work in the sale of products and services. The data of the suppliers are in turn connected to the persons and organizations from which products and services are purchased. You take part in the generation of documents in the context of purchasing, the receipt of deliveries and the processing of delivery annuity payments.
A business partner is almost always associated with a transaction in SAP Business One. As soon as this is the case, the associated business partner or partners can no longer be deleted.
The business partner master data is one of the business objects with the most categories and input fields.
- header data
The basic data of the business partner such as name, type, group membership, etc.
Basic general data on the business partner, such as general connection data, industry affiliation, groupings, etc.
- Contact Person
The various people of the business partner, with their connection data, profiles, task, detailed information, etc.
- AddressesBilling and delivery addresses with all necessary details
- terms of payment
All data concerning the payment information of the business partner, including payment terms, credit limits, price listsdunning conditions, exposure limits, interest rates, etc.
- payment run
The data required for the payment assistant in bank processing is entered here
There are two more tabs here: Under "General", you will find all the data relating to consolidation, reconciliation accounts, down payments and dunning etc. Under "Tax", you will find the corresponding tax status and the tax group of the business partner to be assigned
Here you have the option of describing and classifying the business partner in more detail using properties. The properties can then be used as a criterion in the different areas of SAP Business One.
Here you can maintain long texts and comments and store image files.
Files of any format can be attached here.
From the business partner master data in SAP Business One, a number of actions can be triggered in relation to the same. This includes:
- View related service calls
- View related activities
- View related opportunities
- View related recurring transactions
- Display associated sales blanket agreements
- View associated service contracts
- Create activity
- Create service call
- Create Opportunity
- Create offer
- Create sales order
- Create outgoing invoice
- Create outgoing credit
- Create return request
terms of payment
The terms of payment are managed in the master data object of the same name. They are made up of the actual payment period and the discount period. These are then put together to form the complete payment terms. You can also define a number of other conditions, which are then assigned to the business partner:
- Based on the due date (document or posting date)
- Time from which the payment period begins
- tolerance days
- installment payment ? number of installments
- Create incoming payment automatically
- Define discount
- discount periods
In principle, all terms of payment that are granted to customers or granted by suppliers must be created. This can be done in three different ways. The respective terms of payment can be overridden from level to level.:
- company master data
You can use the administration to define a default value for each new business partner to be created for customers or suppliers.
- Business partner
- The default value from the master data is adopted when the business partner is created so that you can then change it there.
When you create a new document, the terms of payment for the business partner are copied to the document.
Activities in SAP Business One
Any interaction with any business partner can be documented as an activity. This can be a phone call, a meeting, a task, or a note or
trade an internal activity. Activities can be created for or from specific objects in SAP Business One. The activities can then in turn be called up from the respective linked documents or, conversely, the documents from the activities.
The activity can be assigned to an employee or to a group. Activities can be provided with follow-up activities as needed.
A repetition can be specified for activities of the corresponding type. A repeat interval can be selected from a drop-down list so that the activity is repeated daily, weekly, monthly or yearly.
overviews and reports
Activities can be displayed in lists as an overview and filtered in the SAP Business One calendar.
This can also be transferred to MS Outlook via the Outlook integration.
Article master data in SAP Business One
All goods and services that are bought and sold in the course of operational business are recorded in the item master data. The item master data is used in a variety of modules in SAP Business One. This includes purchasing, sales, service, material requirements planning and much more.
In the article, all data is recorded that is used in the most diverse contexts and tasks of the article in SAP Business One. These include, among others:
- item number
Number with up to 50 digits that must be unique. . Once used in a transaction, it cannot be modified or deleted.
- article number series
Series for the automatic numbering of items
Description of the item with up to 100 characters
- Foreign language name
Description of the item in another language
- item type
Is mainly relevant for the service module in SAP Business One and provides the categorization into items, work and travel
- item group
Rough classification of articles into categories for the purpose of segmenting the articles in order to use them in evaluation and statistics.
- ME group
Units of measure group that can be used to manage units of measure for the items
- EAN Code
Field for a European article number (EAN) Several barcodes can be created per quantity unit group. The formats EAN 13 and Code 39 are supported.
- price list
Selection field for the previously created price lists to be applied to the item.
- item type
Selection fields for typing articles. Stock items, sales items and purchased items can be determined
Information about the manufacturer of the item in SAP Business One
- shipping method
Selection field for the type of shipping of the article in SAP Business One
- Manage items by (series or batches)
Field used to determine whether an item should be managed by serial number or lot number.
- Management method (serial or batch)
It is possible to track the use of serial or batch numbers either only when the item is issued (when it leaves the warehouse) or when the item is posted.
- warranty template
Serial number items that are used in the "Service" module can be stored with a warranty template
Here you can specify the period for which an item should be active, i.e. available for processing.
Here you can specify the period for which an item should be active, i.e. available for processing.
- Here you can specify the period for which an item should not be active, i.e. not available for processing.
- Preferred supplier
Selection list of the preferred supplier for an item, which is then suggested when orders are placed.
- delivery method catalog number
It is the supplier's article number for the corresponding article in SAP Business One
- Name of purchase unit of measure
Purchase quantity unit and smallest possible unit for purchasing the item
- Item per purchase unit
Piece containing a purchase unit of measure
- Name packaging unit
such as box, package, barrel, crate etc.
- quantity per pack
Purchase units per packaging unit
- customs group
applies to the import of the article from a third country
- »Length«, »Width«, »Height«, »Volume« and »Weight«
Dimensions of the purchase unit
- tax code
tax code that must be used for domestic purchases
- In stock
Number of relevant articles that are stored
Number of affected items claimed by sales orders
Number of items in question that have been ordered from suppliers
Number of items in question that have been ordered from suppliers and are in stock
- item cost
average cost of the item
Document numbering in SAP Business One
Defining the numbering of documents is an activity that can be carried out at the system
initialization, i.e. before putting SAP Business One into operation. With the help of period indicators, you can use identical document numbers in different fiscal years.
Two scenarios are provided in SAP Business One for numbering the documents. Once you have decided on a variant, you can no longer change it after commissioning. Only one or more than one document type is allowed per numbering series.
Furthermore, the master data can link a numbering series to a group, determine the positions of each number in the series or cancel the availabilities. A numbering series can be linked to a period of time or a group in a document.
company master data
Similar to the article or business partner master data in SAP Business One, you also enter the data of your own company. First of all, your own contact details as well as the country and foreign languages are given. In addition, the following information can be stored:
- UID number
The VAT number of the company for which the tenant is operated in SAP Business One.
- Additional tax number
The tax office can use this number to identify the company as part of a group
- tax office administration number
Number of the tax office that is responsible for your advance sales tax return (UVA).
- public holidays
Selection field for the corresponding public holiday calendar
- DVR number
seven-digit registration number of the data protection authority
- Advanced tax reports
Checkbox which, when ticked, activates the selection of the period type (year, quarter, month and period).
- SEPA Creditor ID
Creditor ID from the central bank. Required if you process electronic payment transactions using the SEPA standard (= Single European Payment Area) using the payment assistant in SAP Business One