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SAP B1 Functionalities Table

The document outlines the functionalities and completion status of various modules in SAP Business One, including Management, Finance, Sales, Purchases, Inventory, Production, MRP, CRM Service, HR, Reports, and General. Each module is detailed with specific tasks and indicates whether they are complete for different user roles such as Professional, CRM, Logistics, and Financial. Overall, it serves as a comprehensive overview of the system's capabilities and user access levels.
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0% found this document useful (0 votes)
15 views5 pages

SAP B1 Functionalities Table

The document outlines the functionalities and completion status of various modules in SAP Business One, including Management, Finance, Sales, Purchases, Inventory, Production, MRP, CRM Service, HR, Reports, and General. Each module is detailed with specific tasks and indicates whether they are complete for different user roles such as Professional, CRM, Logistics, and Financial. Overall, it serves as a comprehensive overview of the system's capabilities and user access levels.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

1.

SAP BUSINESS ONE USER TABLE

Module / functionality Professional CRM Logistics Financial

Management Create new society Complete


Select society Complete Complete Complete Complete
Exchange rate in foreign currencies Complete Complete
System initialization Complete
Change access password Complete Complete Complete Complete
Permissions and data ownership Complete
Definitions of the system Complete
Define users and sales employees Completa
License management Complete Complete
Parameterization of opportunities Complete
Parameterization of CRM services Complete Complete
Address chart of accounts Complete Complete
Determination of ledger accounts Complete
Initial balance of ledger accounts Complete
Authorization procedures (stages, Complete Complete
models)
Procedure reports of Complete Complete Complete Complete
authorization
Parameterization of Complete
documents (numbering, preferences of
printing
SN parameterizations Complete
Parameterizations of conditions of Complete Complete
payment
Financial parameterizations Complete
Banking Parameterizations Complete
Inventory parameters Complete
Data import/export Complete
Utilities Complete
Reset Complete
Add-on management Complete
Add-on Manager Complete Complete Complete Complete
Alert management Complete Complete
Summary of messages/alerts Complete Complete Complete Complete
Módulo / funcionalidad Professional CRM Logistics Financial

Finance Chart of accounts Complete Complete


Creation of seats Complete Complete
Preliminary documents Complete Complete
Creation of accounting templates Complete Complete
and periodic accounting
Creation of cancellation operations Complete Complete
Exchange rate differences in Complete Complete
seats
Conversion differences Complete Complete
Modification of report models Complete Complete
financial
Budget Complete
Cost Accounting Complete
Account report management Complete Complete
associates of SN (APA)
Financial reports Complete Complete
Balance report Complete Complete
Trial balance report Complete Complete
Profit and Loss Statement Complete Complete
Informe de diario de documentos Complete Complete
Module / functionality Professional CRM Logistics Financial

Opportunities Opportunities Complete Complete


sales
Sales opportunity reports Complete Complete
Module / functionality Professional CRM Logistics Financial

Ventas: Sales quotes Complete Complete View View7


debtors
Customer request Complete Complete Complete View7
Delivery Complete Complete Complete View
Customer request for Complete Complete Complete
order (order confirmation)
consecutive)
Returns Complete Complete Complete View
Advance request Complete Complete
Advance invoice Complete View Complete View
Advance on order (EU) Complete Completa Complete View
Invoice Complete View Complete View
Invoice payment Complete View Complete View
Credit note Complete View Complete View
Advance invoice Complete View Complete View
Cancellation of correction invoice Complete View Complete View
Claims assistant Complete Complete
Assistant for creation of Complete Complete
documents
Recurring transactions (Models) Complete Complete Complete View
Monthly invoice of debtors (APA) Complete Complete View
Exemptions/exports/debit note Complete Complete View
Invoice with special taxes (APA) Complete Complete View
Sales reports Complete Complete Complete
Alternative selection of articles Complete Complete Complete
Change of document presentation Complete Complete Complete Complete
List of open matches Complete Complete Complete
Document printing Complete Complete Complete
Module / functionality Professional CRM Logistics Financial

Purchases - Order request Complete Complete Complete


Suppliers
Order Complete Complete Complete View
Goods receipt OP Complete Complete View
Advance invoice Complete View Complete View
7
Request for advance Complete View Complete
Advance invoice Complete Complete
Supplier invoice Complete Complete
Returns of goods Complete Complete View
Supplier payment Complete View View Complete
Supplier reservation invoice Complete View Complete Complete
Recurring transactions (Models) Complete Complete Complete View
Credit note Complete View Complete
Cancellation of correction invoice Complete View Complete View
order
Monthly invoice from suppliers (APA) Complete Complete
Invoice with special taxes (APA) Complete Complete
Debit note (LA) Complete Complete
Purchase report Complete Complete Complete
List of open matches Completa Complete Complete
Import costs Complete Complete Complete
Confirmation Assistant Complete Complete Complete
provisioning
Request creation assistant Complete Complete Complete
order
Module / functionality Professional CRM Logistics Financial

Partner of Input of business partner data Complete Complete Complete Complete


business
Operations Complete Complete Complete Complete
2
Reconciliations Complete Complete
2
Business Partner Reports Complete Complete Complete Complete1
1 1

Calendar Complete Complete Complete Complete


Module / functionality Professional CRM Logistics Financial

Bank Charges and payments made Complete Complete


Check and document deposit Complete Complete
of credit cards
Reconciliation of bank statements Complete Complete
Processing of bank statements Complete Complete
(BSP)
Internal reconciliation Complete Complete
Credit card management Complete Complete
Check management Complete Complete
Management of letters Complete Complete
Automatic payment creation (assistant) Complete Complete
Module / functionality Professional CRM Logistics Financial

Inventory Data entry of articles Complete Complete Complete View


Creación de números de serie y de lotes Complete Complete
5
Creation and updating of lists of Complete View View View
prices
All inventory operations Complete Complete View
Inventory count Complete Complete View
Cyclical inventory Complete Complete View
Perform picking and packing Complete Complete
Goods dispatch Complete Complete View
Goods receipts Complete Complete View
Transfer Complete Complete Complete View
Revaluation of stocks Complete View
Inventory reports Complete Complete Complete View3
Recurring transactions (Models) Complete Complete Complete View
Module / functionality Professional CRM Logistics Financial

Production Definition of bill of materials Complete Read7 Complete


manufacturing orders Complete Complete View
Production receipt Complete Complete View
Article for production Complete Complete View
Price update of items from Completa
higher level
Production reports Complete Complete Complete
Module / functionality Professional CRM Logistics Financial

MRP Definition of production forecasts Complete


Generation of recommendations Complete
Recommendation report Complete
Module / functionality Professional CRM Logistics Financial

CRM Service Service calls Complete Complete


Follow-up team Complete Complete
Creation of service contracts Complete Complete
Knowledge base Complete Complete
Service reports Complete Complete
Module / functionality Professional CRM Logistics Financial

HR Employee data Complete


HR reports Complete
Module / functionality Professional CRM Logistics Financial

Reports Queries created by requests from Complete Complete Complete Complete


user
XLR Complete Complete Complete Complete
Module / functionality Professional CRM Logistics Financial

General Advanced search (formatted) Complete Complete Complete Complete


Creation or Maintenance: Fields Complete
user-defined4
Creation or Maintenance: Tables of Complete
terminated by the user4
User menu Complete Complete Complete Complete
User quick accesses Complete Complete Complete Complete
Form parameterizations Complete Complete Complete Complete
Alert messages Complete Complete Complete Complete
Drag and link Complete Complete Complete Complete

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