• Forecast by Warehouse
• Select a different forecast method for each item group, item or item/warehouse
• Use Sales (A/R Invoices and A/R Credits) or Bookings (Sales Orders)
• Generate by Planner, Item Group, Date Range, Warehouse
• Queries to value your forecast using the SAP Business One price lists

Forecasting Methods Supported

• Triple Exponential Average
• Holt Winters Additive
• Holt Winters Multiplicative
• Linear Trend
• Active Moving Average
• Trend and Additive Seasonality
• Trend and Manual Additive Seasonality
• Trend and Multiplicative Seasonality
• Trend and Manual Multiplicative Seasonality
• Additive Decomposition
• Simple Moving Average
• Multiplicative Decomposition
• Geometric Moving Average
• Triangular Simple Moving Average
• Parabolic Simple Moving Average
• Double Moving Average
• Exponential Average
• Double Exponential Average
• Holt Double Exponential Average

One can create and save forecasts for financial budgeting, salesperson performance and material planning.

1)      Load pictures and pdf’s, your media. Only 5 of each permitted, spend $5/month extra for 500mb

2)      80% of users click on a photo, make sure all photo’s have a link!

3)      Don’t use the business letter format, very simply & basic, but lacks features

4)      Have colors of your emails match your web site, use colorcop.net to get exact colors

5)      On all mailings, have colors, position of links, and static information always in the same place. Don’t move it around and don’t change colors. Your customers and prospects have been “trained” don’t move it around. If you want to do something for a specific holiday, add an image to the top in the header, but keep everything else the same.

6)      Encourage people to go to your web site

7)      Truncate articles, just show the first few sentences and then link to the whole article

8)      Most important information needs to be above the fold (newspaper) or above the scroll (emails)

9)      Change the email signup on the web site to use the constant contact tool so it auto goes to the constant contact (CC) mailing list

10)   Video contact is great!  Youtube, vimeo, goldmail, bliptv

11)   You can add social media links to your CC emails

12)   DO NOT copy a mailing from one to another over and over, behind the scenes HTML code is copied and will cause formatting problems.

13)   Create a Master template for newsletters, webinars and such. Then just copy that ONE time to a new version. This way only one generation copying is done.

14)   Never copy text from a web page or word into constant contact. There is behind the scenes formatting and html code, always copy to NOTEPAD then to CC

15)   Don’t use Times New Roman, use Sans Sarif

16)   Readers eyes look at the top left corner of the email first

17)   Keep emails short and sweet

18)   Use links!

19)   Share or Forward Email option get’s tracked

20)   Postcard announcements are great, they are short and sweet

21)   Instructor recommended not using CC templates! Use All Industries, Basic Patch as a starting point

22)   No more than 3 colors on your mailings

23)   1 font only, don’t mix

24)   All images, put a description so when it is blocked by the readers email, the red X will appear with a description.

25)   Include descriptions and links on all pictures

26)   When editing, to modify links or images, select right-click and then change

27)   They have a way to allow for someone to sign up via text messaging and OCR. Pretty slick

28)   Don’t use greeting block unless you have names (the right ones!) in the contact list

29)   See email MESSAGE OPTIONS. Always check Web Page Version, Social Share Links (show up at the top of the email for users to share), always check for SPAM checking

30)   Rackandwrite.com is a good source for subject text ideas

31)   Think through the FROM NAME. Do people know Scott Long (?)  or should it be LBSi or LBSi SAP Business One or something. Scott Long doesn’t talk to everyone on the list, Brad, Joe, Rick have more on the list than they have to talk to.

32)   Can create new contact lists (split) so that you can test days of week and times of days for best open success rates.

33)   Open Rates – want 17-18%

34)   Clicks (12-13%)   which are a much better indicator

We should be seeing this in the next few months, give us a call.

SALES & PURCHASING

Posting Dunning Fees and Interest Automatically

SAP Business One 8.82 now supports the complete dunning process from end to end. Using the dunning wizard run, you can automatically create service invoices to post dunning fees and interest that your company may charge for overdue payments.

Credit Memos Without Inventory Movement

You can create A/R and A/P credit memos that do not involve inventory movement, for example, if the delivered goods were damaged or destroyed during shipment and are therefore not returned. For this purpose, the A/R and the A/P credit memo windows contain the new Without Inv. Movement checkbox.

Credit Memos for Reserve Invoices

You can credit customers for A/R reserve invoices for which items have already been delivered. In SAP Business One, you can use the Copy To and Copy From functions to copy an A/R reserve invoice into an A/R credit memo. Similarly, you can record a credit by vendors for A/P reserve invoices for which items have been returned. You can also use the Copy To and Copy From functions to copy an A/P reserve invoice into an A/P credit memo.

Posting Date for Goods Receipt POs and Goods Returns

When you are closing a goods receipt PO or a goods return document, you can now specify a date other than the Current System Date or the Original Document Date as the posting date.

BUSINESS PARTNERS

Activity Enhancement

SAP Business One 8.82 includes the following activity-related features:

• Duplicating the business partner activity
• Selecting any business partner address as      the activity address
• Defining a monthly recurring activity on      any day of a month, and an annually recurring activity on any day of any      month
• Assigning activities to employees that      are not users

Displaying Employee Activities, Absence and Education on Calendar

You can now display employee activities, absence, and education on the calendar.

Enabling Two-Way Connection Between Employee Master Data and Users or Sales Employees/Buyers

You can now access employee master data through the Users – Setup and Sales Employees/Buyers – Setup windows.

Filtering and Sorting Sales Employees/Buyers

You can now filter and sort sales employees/buyers in the Sales Employees/Buyers window.

Blanket Agreements

SAP Business One 8.82 allows you to record blanket agreements to reflect long-term sales or purchasing agreements that you have negotiated with your business partners. You can create two types of blanket agreements:

• General blanket agreements: For example,      to obtain a special bonus at year-end or to achieve a defined turnover      with the business partner
• Specific blanket agreements: Used to      obtain a special discount for the individual sales or purchasing      transaction. They are also used to determine a delivery schedule, for      example, by defining the intervals that certain quantities of goods should      be delivered.

You can link sales and purchasing documents to blanket agreements used as a basis for expected revenue forecasts, quantity reservation, and capacity planning. Furthermore, blanket agreements are involved in cash flow calculations and MRP runs.

Campaign Management

SAP Business One allows you to create, maintain, and analyze your marketing event information using the campaign management function. You can manage a promotional campaign by:

• Creating and maintaining target groups
• Creating a campaign using the Campaign      Generation Wizard
• Managing the campaign data
• Generating leads and sales opportunities      directly from a campaign
• Analyzing campaigns based on the Campaign      List report

HUMAN RESOURCES

Logging Changes in Employee Master Data

Enables companies to comply with data privacy requirements. Changes to employee master data are tracked in SAP Business One. This feature was made available for the German localization in a previous release, and can now be used by all localizations. You can display the changes for employee master data records using the Change Log tool.

INVENTORY

Serial and Batch Item Allocation Enabled in Pick and Pack

SAP Business One 8.82 allows you to allocate the serial and batch items to sales orders and A/R reserve invoices throughout the pick and pack process. In addition, in the pick and pack process when you allocate the serial and batch items, you can now do the following:

• View the status of the allocation of each      serial or batch to the base sales order or A/R reserve invoice row and its      pick list(s)
• Update the allocation of each serial or      batch to the base sales order or A/R reserve invoice row
• Access the first pick list that is      created for the sales order or A/R reserve invoice row and to which the      serial or batch is allocated, and change the allocation if required

Note that it is now possible to print out the pick lists with the serial and batch information using the new Crystal Report layout.

Creating Deliveries and A/R Invoices in Pick and Pack

SAP Business One 8.82 enables you to create deliveries and A/R invoices throughout the pick and pack process. You have the following options:

• Create Manual or Automatic Deliveries –      Creating manual deliveries enables you to view and update the delivery      documents before they are added. Creating automatic deliveries directly      adds the delivery documents without opening them
• Create Manual A/R Invoices – Creating      manual A/R invoices enables you to view and update the A/R invoice      documents before they are added.

The created deliveries and invoices are now consolidated by the same ship-to name and the same ship-to description.

Note that in pick and pack, when you create a delivery based upon a sales order or A/R reserve invoice row, you can decide whether to have all the open rows in the sales order or A/R reserve invoice copied to the delivery or not.

Serial and Batch Item Allocation Enhancements

With SAP Business One 8.82, it is now possible to allocate serial items to the following documents:

• Sales orders
• A/R reserve invoices
• Inventory transfer requests

In general, when you allocate serial or batch items, you can do the following:

• For a serial item, you can see if it is      allocated or not. If it is allocated, you can access the document to which      it is allocated, and de-allocate it
• For a batch of item, you can view how      many are allocated. You can access the first document to which the batch      is allocated, and change the allocation there

Pick and Pack Enhancements

Using pick and pack, you can now filter the sales order and A/R reserve invoice documents with enhanced selection criteria, including the user-defined fields. In addition, it is now possible to see more document details in the pick and pack manager, and in the pick list. For example, the user-defined fields, posting date, ship-to name, and ship-to description. The pick list print layout is enhanced to include these details.

MASTER DATA

Master Data Cleanup

In SAP Business One 8.82, master data cleanup provides administrators and power users an easy way to remove or deactivate master data that is not required anymore for the operations of the company. It provides also a log for the batch removal and deactivation process. With this enhancement, users are able to clear a range of high-volume used master data, including items, business partners, G/L accounts, projects, profit centers, and distribution rules, either by physically removing the master data or by deactivating it, without compromising the business logic integrity.

BP and Item Master Data Series

The master data series permits users to define number series for customer, vendor and item master data. Assisting in auto-assignment of master data numbers during creation, results in higher efficiency in maintaining, tracing and managing master data records.

PRODUCTION

Make to Order

SAP Business One 8.82 supports a demand-driven production approach, allowing a product to be scheduled and built based on a confirmed order received from a customer. To create a production order based on a sales order, you can use the procurement confirmation wizard, which guides you through the document creation process step by step. You can start the wizard by choosing the Procurement Document checkbox on the sales order, or directly from the Production module in the SAP Business One main menu. In addition, in the production order you can see which sales order the document is related to.

Search Box

You can now use the SAP Business One search box without enabling the cockpit function. Using the search box you can easily perform the following searches in SAP Business One:

• Menu search: Locate window-level menus so      that you will not have to navigate in the Main Menu to find a window
• Data search: Locate items, business      partners, and documents using the search box

COCKPIT

Purchasing Cockpit

SAP Business One 8.82 provides a predefined purchasing cockpit that helps you to view and search purchasing data, and to organize and perform purchasing-related activities.

Dashboard Parameters

SAP Business One 8.82 allows you define and modify parameter sets for dashboards using the Dashboard Parameters window. You can create and maintain parameter sets in this window. The following parameter set types are supported:

• Single
• Quarterly
• Monthly
• Multiple

Cash Flow Forecast Dashboard

The Cash Flow Forecast dashboard forecasts your company’s future cash on hand based on your transaction documents. Having cash account details lets you arrange payments in advance. By drilling down to period details, you are able to view large periodic incoming and outgoing transactions by business partners or by employees, and you can easily identify key payments and partners.

Purchase Orders Dashboard

You can use the Purchase Orders dashboard to monitor open purchase orders. Using the filter, you are able to view open purchase orders by vendor, item, or buyer. Using the dashboard, you can easily identify overdue purchase orders and orders that have a close due date.

Purchase Quotations Dashboard

You can use the Purchase Quotations dashboard to monitor open purchase quotations. Using the filter, you are able to view open purchase quotations by selected vendor, item, buyer, and valid date. Using the dashboard, you can easily observe how vendors have responded to your quotations. For quotations with a response, you can proceed to compare quotations and close quotations.

MATERIAL REQUIREMENTS PLANNING (MRP)

The Material Requirements Planning (MRP) module has been enhanced in the following ways:

MRP Wizard:

• More document data sources for MRP      calculation (for example, blanket agreements, recurring transactions,      inventory transfer requests, and so on) and provision of flexible document      selection
• Significantly enhanced item and warehouse      selection in the MRP run
• Provision of extended control of item
  planning data when executing the MRP run
• Expanded inventory level fulfillment      options (maximum and required)
• Enabled historical planning
• Enabled automatic lead time calculation
• Added future data display and calculation
• Enhanced the wizard result display and      recommendation report

Order Recommendations Report:

• Enabled right-click menus for reports,      which lets you investigate the item before you issue the recommended      document
• Enabled the option to select purchase      quotations to be created instead of the recommended order
• Enabled alerts for the recommendations

Inventory Transfer Request:
Inventory transfer request is a new document introduced into SAP Business One 8.82. You can now define inventory transfer request as an MRP recommendation type. This way, MRP will recommend inventory transfer between warehouses before recommending purchase orders or production orders.

Week Numbering:
Three options to calculate week numbering are provided in the Holiday Dates window. Your definition here will impact the presentation of MRP recommendations and forecasts based on weeks.

Forecast:

• Enhanced the item selection methods
• Enabled forecast generation based on      sales history
• Provided Scale up/down buttons to adjust      forecasted quantities

SERVICE

Calendar Displays Service Calls

You can now schedule service calls and view service calls directly in the SAP Business One 8.82 Calendar:

• A new Scheduling tab is added to the      Service Call window for you to schedule the service call. You have the      option to display a service call in the Calendar
• A new checkbox Display Scheduled Service      Calls is added to the Activities Overview – Selection Criteria window. You      can now view the list of scheduled activities with the list of the      scheduled service calls
• You can see the scheduled task activities      in the Calendar.

ACCOUNTING

Automatic System Reconciliation of Interim Accounts

SAP Business One now automatically reconciles the following interim accounts:

• Allocation Account, Expense Clearing      Account, Stock in Transit Account
• WIP Inventory Account
• Deferred Tax Account
• Down Payment Interim Account, Down      Payment Clearing Account

Using this new feature, you no longer need to manually perform internal reconciliation of these accounts (in most cases).

BANKING

Payment Wizard Enhancements

SAP Business One 8.82 enables you to use the payment wizard in a simpler way, and with more incorporated functions. Using the enhanced payment wizard function, you can now:

• Define all selection criteria in the      payment wizard. Note that the Payment Run Defaults – Setup window was      removed
• Define payment methods in a simpler and      clearer way
• Handle bank charges in the payment wizard
• Define projects for transactions
• Sort and find transactions
• Refresh the recommendation report
• Simulate a payment summary before      execution

Payment Order Run

SAP Business One 8.82 enables you to generate payment order rows in the payment wizard by executing a payment order run. In this way, after you install and start the Payment add-on, it is possible to generate electronic outbound bank files containing requests to your house bank to execute payment transactions without creating payment documents in SAP Business One.

What’s New in SAP Business One 8.8.2?

In business, relationships matter. The right connections definitely have a positive impact on your bottom line.

Many times, managers, directors, and executives focus their efforts on evaluating and improving customer relationships. If you are looking to improve cash flow within your company, however, you will want to take a look at another type of relationship as well: supplier relationships. With supplier relationship management (SRM), you will be able to evaluate your current arrangements and identify ways to save.

Software that has a supplier relationship management component can help you better manage supplier relationships. As a result, you can improve cash flow for your organization by:

-Taking monitoring purchases to ensure that the best practices and guidelines you’ve established are being followed in all departments and in all locations – whether those locations are in the same building or across the country.

-Compare the costs of working with various suppliers so that you can either negotiate better deals or choose to do more business with one provider than others.

-Evaluate supplies in versus storage costs and production needs so that your company is not in a position that involves storing excess components well before they are needed for the manufacturing process.

What you will find is that by monitoring purchases, supply costs and storage, and the processes that you have put into place to manage them, you are able to focus on buying the right parts at the right time from the right supplier. By factoring these results into more general reports and ensuring that staff across all departments are on board and following established procedures, you’ll know that you are doing all that you can to reduce costs and save money.

As a result of using tools like ours with the supplier relationship management component, you will be able to access the business data you need and focus on what matters most: running your business.

In addition to monitoring your accounts payable and receivable, managers and executives who are using our solution within their organizations are able to:

-Evaluate supplier relationships. The more that you know about the costs of working with various suppliers, the terms of your purchasing agreements, surcharges, and minimums, the better the position that you’ll be in to negotiate. Whether you opt to work with a supplier who offers better terms or request a better arrangement with current suppliers, having all of the right data available allows you to identify ways to cut costs.

-Identify wasteful spending associated with production. By using our solution to monitor production costs, you will identify other ways of saving and increase the amount of cash you have on hand for other necessary spending.

-Identify excess warehousing costs. When you store product prior to shipping, you have overhead. Some of this may be able to be avoided by changing the date you receive product from suppliers, minor adjustments to the production schedule, or be based on where you store your manufactured products. By monitoring these costs over time, you can identify and eliminate waste.

By taking advantage of our solution, you will not only be able to monitor your company’s spending habits in one area, but across the board. As a result, you will have an increased likelihood of identifying waste and finding alternative ways of meeting your needs.

Pursuing opportunities to save – especially when you are able to predict the impact of your options and avoid making decisions that will harm your business – allows managers and executives to take control. If you’re looking to increase cash flow within your company, this awareness is essential.

• Financial management tools. As a result, you will be able to automate financial reporting, integrate data from all departments, and know that you’re staying on top of payables and receivables so that you’re always on top of company cash flow.
• Improved customer relationships. With CRM components included in SAP Business One, you’ll be able to evaluate relationships, identify marketing strategies that are effective, manage leads, improve customer service, and ensure repeat business.
• Storage and production environments to ensure that you have the increased product that you need – but not so much that you increase warehousing costs.
• In-depth reports based on real-time information. This, of course, allows you to defend your decisions, bring others on board, and continually position the company for continuing growth. By enabling you to manage finances, customer relationships, supplier information, and production environments, you will be able to keep your finger on the pulse of your growing company. By creating effective reports, you will find yourself in a position to track your progress and communicate goals and strategies to other members of your team.

The more that you are able to streamline processes and increase efficiency, the faster that you’ll see progress toward your business goals. SAP Business One can help you access the information you need to make your vision for company expansion a reality.