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SAP Business One Version 9 Inventory Counting

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SAP Business One Version 9 offers a new end to end inventory counting process to help improve inventory accuracy. The SAP Business One Version 9 inventory counting allows the warehouse manager to determine the frequency of stock counts based on cycle count determinations. For example a decision might be made to count all high value (A items) monthly, all lower value (B items) every 3 months and all lowest value (C items) once a year. Using the SAP Business One Version 9 inventory cycles set-up screen the warehouse manager can determine the frequency of cycle counts.

SAP Business One Version 9 – Inventory Counting – Inventory Cycles Set-up:

Taking into account the SAP Business One Version 9 bin location functionality the inventory counting can be defined by warehouse, bin location or item level.

SAP Business One Version 9 Inventory Counting – Cycle Count Determination:

Using SAP Business One version 9 cycle counting the user can set up alerts for items due for inventory taking. These alerts will operate through the standard SAP Business One alerts process and will appear in the users to do list.

SAP Business One Version 9 – Messages and Alerts – Stocktaking Required:

SAP Business One Version 9 includes a new inventory counting document to record and manage the inventory taking process. Let’s not forgot that we now have the ability to freeze the items being counted during the inventory taking process. This prevents any updates to the items while the stock take count is taking place. To assist with inventory accuracy SAP Business One version 9 provides the option of 1 or 2 stock counters in the same area. This provides a “double check” of stock accuracy.

SAP Business One Version 9 – Inventory Counting “Freeze”:

For those warehouses where multiple units of measure is used the good news is that the new SAP Business One Version 9 inventory counting supports units of measure, serial and batch managed items and multiple bins.

When it comes to reporting nobody does it better than SAP – a new SAP Business One Dashboard is available in version 9 – warehouse valuation and inventory counting risk assessment dashboard.

Thanks SAP – another great release of SAP Business One.

SAP Business One Version 9 – Stock counting demonstration:

 

SAP Business One Version 9 – Purchase Order Requisitions

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SAP Business One version 9 includes new purchase order requisition functionality.  This functionality allows the user to create an SAP Business One purchase order requisition / purchase order request.

The purchase order request will notify the purchasing department that a request for purchase has been made. Assume that Brett is working in the SAP Business One department at Leverage Technologies and wants to order 3 new IBM printers. Brett will go into the SAP Business One – purchasing – A/P menu and click on Purchase request.  The purchase request document in SAP Business One Version 9 allows Brett to complete the required information –

What items does Brett want to purchase?

The required date for the purchased items?

The quantity of items being purchased?

The department for which the items are being purchased?

The item price and description.

When the purchase request document is added SAP Business One workflow will dictate the authorisation requirements for the document approval.

By clicking on the “send e-mail” button on the SA P Business One purchase request form the user will be notified when the purchase order or goods receipt PO is created.

SAP Business One Version 9 – creating a purchase order from the purchase order request

The SAP Business One version 9 purchase request report can be used to list all open purchase order requests. The user can right click on the item on the SAP Business One Purchase Request Report and get information related to the item including – inventory status, available to promise, alternative items, last prices report and discount group report. All of this information is very useful for the purchasing manager using SAP Business One version 9.

The purchasing manager can create a purchase order quotation or purchase order directly from the Purchase Request Report.

SAP Business One version 9 – consolidating purchase order requests into one purchase order quotation:

The purchase quotation generation wizard allows the purchasing department to consolidate purchase order quotations and purchase orders for multiple purchase requests of the same item.

SAP Business One Version 9 – Purchase Requests Demo.

SAP Business One Warehouse Management

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SAP B1 Warehouse Management

SAP Business One has a complete inventory control and warehouse management solution to control your warehouse, logistics and inventory.  Some of the common functions available as standard or integrated features of warehouse management for SAP B1 include:

  • Warehouse Bin / location management (SAP Business One Version 9.0 +).  Use SAP Business One warehouse management bin locations to optimise stock movements in your warehouse. Multiple bin locations, multiple sub-levels and bin location reporting.
  • Bar-code generation. Bar-code your inventory items for quick, effective stock take and picking in the warehouse.
  • Bar-code scanning for receipt, despatch, picking and stock take. Automate your picking, receipting and stock-take with warehouse management bar-coding for SAP Business One.
  • Serial number tracking – on receipt or despatch or all transactions. If you need traceability of your items from receipting through to despatch. Ideal for warehouse management in industries where product traceability is important (food, medical and other related industries).
  • Batch tracking – on receipt, despatch or all transactions.
  • Inter-warehouse transfer requests. Allows a remote warehouse to place a transfer request on a different warehouse for the transfer of goods.
  • Inter-warehouse transfers. Optimise customer satisfaction and on time in full delivery by allowing inter-warehouse transfers – get the correct items to the right warehouse on time.
  • Multiple units of measure. Sell, ship, stock and purchase your inventory in any unit of measure. Define multiple bar codes and different prices for each unit of measure in SAP Business One.
  • Integrated freight management solutions (IFS Smartfreight) for SAP B1 warehouse management. Want an SAP Business One integrated freight management/freight portal solution to optimise your freight management. The SAP Business One IFS Smartfreight solution is an integrated multi-carrier freight solution for SAP Business One warehouse management.
  • Pick and pack manager to assist with prioritising the warehouse pick process. Use the SAP Business One warehouse management pick and pack manager to increase pick accuracy and efficiency.
  • Integrated EDI. Electronic Data Interchange interfaces are available to the major Australian Retail companies. GS1, EAN, ASN’s, SSCC labels and more.
  • MRP integration for purchase planning. Use SAP Business One MRP to plan your purchasing. Generate forecasts based on historical sales, consider min/max stock levels and current orders. SAP Business One MRP will recommend purchase orders based on current lead times.

Warehouse management for SAP Business One offers a complete solution to help you streamline your warehouse and inventory control.

SAP Business One Journal upload from MS Excel

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Looking for an easy to use mechanism to upload journal entries into SAP Business One? The Leverage Technologies SAP Business One journal upload / journal integration module is the easiest and most cost effective method to upload journal entries from MS Excel to SAP Business One.

Uploading Journal entries from MS Excel into SAP Business One is done in three simple steps:

1. Open the Leverage Technologies SAP Business One Journal upload / journal integration application in MS Excel

2. Create your Journal in Excel. The SAP Business One journal upload application allows you to enter the journal date, journal description, journal reference fields and account details. The journal upload application allows users to enter standard journals, reversing journals, journal vouchers and reversing journals.

SAP Business One Journal upload / journal creation application:


3. Hit the “create” button on the journal upload application. The Leverage Technologies SAP Business One journal upload facility will create the journal in SAP Business One and will provide you with the relevant journal number from SAP Business One.

Journal created message from SAP Business One:  

As you can see the journal entry has now been successfully created in SAP Business One.

Journal created in SAP Business One.  


Thanks to the development team at Leverage – great work on another easy to install, easy to use application for SAP Business One. Journal uploads from MS Excel to SAP Business One made easy.

SAP Business One Version 9 – warehousing – Bin Locations / Multiple Bins

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SAP Business One Version 9 offers substantial enhancements to inventory control and warehousing. SAP Business One version 9 bin management is also referred to as bin locations or multiple bin functionality – a structure within the warehouse of sublevels and bin locations. Bin locations are a common feature of many modern warehouse facilities – enabling better and more efficient packing, picking, stock-take and inventory control. Most specifically the team in the warehouse want to be able to quickly and efficiently locate a specific item for picking, stocktake or put away. Let’s not forget that a true multi-bin location system also tracks multiple locations for the same item in a single warehouse.

SAP Business One – Version 9 – Bin Location Management:  

Let’s look at a typical warehouse sublevel structure:

Sublevel Area One – Warehouse Floor area Red,

Warehouse sublevel two – warehouse Row (Row 1, Row 2 etc.)

Warehouse sublevel three – Warehouse shelf (Shelf A, Shelf B, Shelf C)

A bin location might be warehouse 1, floor level red, row 3, shelf B. (1-RED-3-B) Each bin location in SAP Business One version 9 has a bin location master data record – this will allow the user to create, update, remove or duplicate a bin location master data record. Bin locations in SAP Business One version 9 can be manually created one by one or users can use the bin location management window to create multiple bin locations. It is here that the user will allocate bin location properties, restrictions on bin locations and bin location attributes in SAP Business One Version 9.

SAP Business One Version 9 – Bin Location Master Data:

The following inventory movements can be affected by bin location management:

  • Goods receipt PO
  • Inventory transfer
  • Inventory reporting
  • Pick and pack procedure
  • Delivery documents
  • Working with serial numbers

On receipting of goods the allocation to a bin can be manual or automatic.  The user can split the allocated quantity across multiple bin locations. For example if one bin is full the remaining receipted quantity can be allocated to alternative bins.

SAP Business One Version 9 – Bin Locations – Goods Receipt PO:

  

Many customers will have a receiving bin which is used for QA (temporary bin location). Others might put the items directly into their default bin.

New reports available in SAP Business One Version 9 (bin locations) include the Bin Location List report and Bin Location Content List.

SAP Business One version 9 is due for release in Australia in Q2 2013 – there are lots of great new functions and features available in SAP Business One version 9. If you are operating a warehouse and want to improve picking, packing, stock take and inventory movements for better inventory accuracy then SAP Business One Version 9 bin management / bin locations is a must have for your business.

Once again – thanks to the team at SAP – SAP Business One version 9 looks like one of the most comprehensive product releases ever. If you want more information about SAP Business One version 9 please contact the team at Leverage on 1300 045 046 or [email protected]. Don’t forget that you can also subscribe to the Leverage Technologies e-newsletters for more SAP Business One Version 9 information.

SAP Business One Integration

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Looking for SAP Business One integration? Leverage Technologies offers a versatile solution to integrate almost any interface with SAP Business One, be it a website or another 3rd party application. Levitation WebServices for SAP Business One integration makes it fast and easy, whether the requirement is to simply query information from SAP Business One or if it’s to create/update transactional/master data in SAP Business One. Some of SAP Business One integration transactions we’ve created for our customers include:

  • Creating/updating inventory item or customer master data
  • Creating/updating sales orders
  • Creating AR Invoices and payments
  • Creating Service Calls or Activities part of a Returns Management Process

The possibilities are vast.

The solution uses Microsoft WebServices which accepts XML payloads to then integrates with SAP Business One or any related databases. The XML universal format offers total flexibility with the amount of data which can be sent and makes integration to / from SAP Business One simpler. Once the request has been processed, a return log XML payload is then sent back to the calling application or website to process.