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Modern brand leaders recognize the importance of personalizing experiences. The purpose of this Blog is to provide information to current and future users on the level of SAP Business One personalization that is readily available with simple configuration and customization strategies. In an increasingly competitive world, it is imperative that business leaders strategize on how to achieve a unique experience for their employees and customers alike to improve efficiencies, gain market insights, and strengthen relationships.
Customizable Cockpit: Design and assign customizable dashboards tailored to different user roles & departments. Configure the user(s) dashboard with SAP Business One standard widgets to display relevant KPIs, metrics, and other critical information. To enhance customization, utilize SAP Business One’s Query Generation tool to build customized widgets that efficiently and effectively provide insights critical to business needs.
Refer to the following link for further dashboard customization information- Personalized Dashboards
Customizable Layouts: With document Form Settings, modify the layout of documents to improve user experience and efficiency. Document Form Settings allows users to hide, rearrange, and change the order of fields to match business processes. In the instance where fields should never be used, an SAP Business One user has the ability to build a custom UI template to create custom document templates and assign the template to various users and/or departments.
SAP Business One strikes a balance between configuration and customization. While configuration happens at the user interface level, it allows you to adjust settings, enable flags, create user defined fields and tables in order to meet specific business processes and needs. Customization on the other hand offers deeper modifications to the software’s functionality by changing the actual coding and designing a specific solution for specific requirements. This flexibility ensures that the system can grow and evolve alongside your business, providing long-term value.
Customizable Layout with UDF’s: Tailor business process needs by building custom UDF’s for various objects such as master data, marketing documents, and other system forms.
Customizable Layout with UDV’s: Create UDV’s by using the Formatted Search functionality within SAP Business One. UDV’s can trigger fields within documents to populate values based on predefined queries.
Customize Business Processes: Superusers can set Authorizations for all database users. Permission levels can be set to Full Authorization, Read-Only Authorization, and No Authorization. Superuser can also create authorizations that silo department information. For example, the superuser of a company may not want a sales employee to see the company’s financial reports, so the superuser will set the preference for the financial module as No Authorization for said user.
Users may also create UDF and UDV features to create workflows for approvals, alerts, and notifications. For example, the sales manager may require an approval for a sales employee to give a 10% discount to any customer. In the instance that a sales employee enters a marketing document into the database that exceeds the threshold, the sales manager will be notified and tasked to approve or deny the marketing document.
Customizable Journal Entries: Recurring Postings are used for depreciation, monthly accruals, and prepaid amortization. Recurring Transactions are used to automate the creation of marketing documents such as sales orders, purchase orders, or any other transaction document(s) that recur at regular intervals. Via the Recurring Transactions and Postings module users can automate the creation of these documents and configure an approval process when they come due.
Customizable Queries & Reports: As previously mentioned, utilization of queries can enable a user to create & deploy fields and values within documents. Additionally, the Query Generator provided by SAP Business One allows users to create custom reports to gain key insights into internal data. For example, a company may utilize the Query Generator to gain insight for how many A/P invoices they have received in relation to one purchase order.
Customizable Reports: Utilize SAP standard Crystal Reports to create Financial, Sales, Inventory, and HR reports. Users can customize reports to include their company logo and build parameters within the report to filter the report output. For example, if the user is sending a customer an invoice and the Payment Method is dictated by the Payment Terms, the user can write a simple script to ensure that the correct Payment Method is represented on the document.
Customizable Reports: Build customized reports directly in MS Excel with the Interactive Analysis Report Designer. The Interactive Analysis Report Designer is the ideal tool for building ad hoc reports that are not included as standard Crystal Reports. With its ease of use drag-and-drop feature & familiar standard excel functionality users can export real-time data and create relevant reports along with charts and graphs.
Customizable Reports: Users can utilize the budget reports module within their database to create projected budgets off of historical values. Users can customize these reports by creating template scenarios for pessimistic or optimistic views based off of a base template. Users may also create alerts within the database to notify when they are going over budget.
One of the standout features of SAP Business One personalization is its ability to adapt to various industries, incorporating best practices tailored to each sector. For example:
A significant advantage of SAP Business One is its ability to integrate seamlessly with third-party solutions. Whether it is eCommerce platforms like Shopify or customer relationship management (CRM) systems like Salesforce, SAP Business One can integrate with these tools to streamline operations by automatically creating marketing documents.
SAP Business One supports the development and integration of certified add-ons and extensions to extend the system’s functionality. This allows users to build off the core functionality and deliver more robust capabilities to meet complex requirements, develop industry-specific features, or incorporate custom business logic tailored to unique requirements.
Refer to the following link for additional information regarding the difference between configuration and customization – Configuration or Customization- How to choose an ERP system for SMBs
It’s important to note that while SAP Business One offers various customization options, it’s recommended to approach customization strategically and consider the long-term implications. It’s advisable to consult with experienced SAP Business One Consultants to ensure that customizations align with industry-wide best practice and do not complicate future system upgrades or supportability.
Contact us today to learn how SAP Business One can be customized to meet your company specific requirements and preference.
