Let’s Talk SAP Business One Add-Ons


Let’s Talk SAP Business One Add-Ons

Despite the fact that SAP Business One is a well-known Enterprise Resource Planning system designed for increasing a company’s efficiency and effectiveness through the centralization of all data into one system, it can also do so much more than that to improve a company’s performance. We will dig deeper into what can be done to enhance your SAP Business One experience by integrating additional components into the system, also known as add-ons.

What are Add-Ons? 

Add-ons are complementary solutions made to add specific functions to the basic functionality of an ERP solution. In other words, they provide a way to easily customize the ERP system to fit a company’s specific needs. In the specific case of SAP Business One, there are two types of Add-ons. The first are add-ons offered by SAP itself. The second type are add-ons offered by certified partners or SSPs meaning Software Solution Providers. 

SAP add-ons are without extra cost and automatically registered, this means they are considered inside the SAP Business One license. On the other hand, the SSP’s add-ons are licensed and registered on a project-specific basis and made available to users’ workstations, depending on their intended use.

SAP Add-onsSAPIncluded in the SAP Business One license
SSPs Add-onsCertified partners (Software Solution Providers)Depends on project-specific basis
Add-ons can be classified depending on their provider.

Official extensions from SAP (SAP Add-Ons)

We looked after a few specific add-ons that are included with the SAP Business One’s license:

Microsoft Outlook Integration

Microsoft Outlook Integration for SAP Business One enables you and your colleagues to stay up to date on account developments and respond proactively to business opportunities. This is achieved by exchanging and sharing data between SAP Business One and Microsoft Outlook.

You can seamlessly synchronize calendar appointments, contacts, and tasks between the two platforms, that you can take care of with scheduled automatic synchronization runs. 

Additionally, you can import quotations from SAP Business One into Microsoft Outlook and then display, edit, and send them as emails. This also works the other way around, enabling you to create new quotations inside Microsoft Outlook and then save them in SAP Business One. With this integration give your employees the superpower of quickly creating and sharing quotations with clients. Additionally, it reduces the need for manual data entry, resulting in fewer mistakes and more accurate information.

Data Synchronization-Calendar appointments
Quotations-Import quotations from SAP Business One into Microsoft Outlook
-Display, edit, and send them as emails
-Create new quotations in Microsoft Outlook and then save them in SAP Business One
E-Mail Integration-Save a Microsoft Outlook email as an activity in SAP Business One
-Save the original email text and the original file attachments as an attachment to an activity in SAP Business One
-Make follow-up and reminder settings for an activity
Connection to Microsoft Word / Microsoft Excel-Connect to SAP Business One from Microsoft Word and save a Microsoft Word document as an activity in SAP Business One
-The same function is available for Microsoft Excel, Workbooks can be saved as activities with a business partner or contact person in SAP Business One
Microsoft Outlook Integration Features. For more information visit SAP Help Portal

Data Transfer Workbench (DTW)

The Data Transfer Workbench integration is a migration tool that enables the transfer of data from your legacy system into SAP Business One. This integration is also capable of working with data from all key areas of a business, including finance, sales, purchasing, and inventory management. Also, this system also transfers master data, such as business partners and items, as well as transaction data, such as sales orders, invoices, and so on, from one system to another.

Furthermore, in order to simplify the importation of data, the Data Transfer Workbench offers an easy-to-use wizard that imports data into SAP Business One, predefined data file templates for you to fill with your data, and recording of all import activities to allow the tracking of all import migration data. 

A lot of data imports can be simplified using the Data Transfer Workbench since it offers an easy-to-use wizard for importing data into SAP Business One, templates for predefined data files that you will fill out with your data, as well as the recording of all import activities that will allow you to track all import migrations.

By implementing this integration you will be able to reduce human error that exists inside your data, you’ll also be able to keep track of all the information that you’ve uploaded to the system as well as ensure the best possible experience for everyone involved in the process of recording data.

Data Preparation-Easy-to-use wizard that imports data into SAP Business One
-Predefined data file templates, which you can use to fill in your own data
-Recording of all import activities so that you can track the data migration process
Data Transfer Workbench Integration Features. For more information visit SAP Help Portal

Electronic File Manager: Format definition (EFM)

The Electronic File Manager: Format definition or EFM integration allows you to define and modify various file formats, including bank statement formats, in order to allow easy import of bank statements. In addition to its user-friendly interface, it has advanced functions that allow you to quickly create a variety of electronic format solutions, from simple to complex. By integrating these functions, you are able to handle importing and manually creating source and target files with ease.

Designing Electronic Format Solutions-A flexible approach to importing or manually creating source or target files
-Tree structures to present the source or target file formats
-Mapping settings to create mapping rules between source and target files
-Customized views to display format trees
-Validation settings to embed runtime validation parameters into format projects
-Format verification to verify mapping settings, validation settings, and so on
-Test runs to simulate runtime format project execution with sample data or external data
Electronic File Manager Integration Features. For more information visit SAP Help Portal

We briefly mentioned some integrations that are included inside the SAP Business One license. However, there are a lot of other options that can make your Enterprise Resource Planning solution tailored to your business needs. 

If you liked our blog post, keep an eye out for the next one where we will talk about some of the integrations that can be acquired from third parties, that although they do require an additional investment, can be a lifesaver.  

If you’d like to get more information about how Innormax can help optimize your business,