Kontakt

Wir helfen Ihnen gerne!

For cloud clients

Book your consultation appointment online

Cosib GmbH
via Microsoft 365 Bookings
SAP Business One Tipps & Tricks

FAQ We answer the most frequently asked questions

In our FAQ you will find an overview of some frequently asked questions about SAP Business One, additional products and our company:

Frequently asked Questions

Add-ons
What functions does the B1Up Usability Package have?

The B1 Usability Package (B1UP) is a certified add-on solution that allows you to quickly and easily perform configuration and customization tasks in the SAP Business One interface. This improves, accelerates and simplifies the user experience.  Different functionalities can be switched on or off as required and many tasks can be centralized through linking.

Do I need the B1Up add-on for all my licenses?

This is COSIB's recommendation for a better and simplified user experience. This is based on the very good project experience and feedback from our existing customers.

How is the number of add-on licenses required for Beas Manufacturing calculated?

The number of Beas Manufacturing licenses is calculated based on the number of users in production (PDA feedback), work preparation or the foreman's office and product development.  Beas licenses can also be used in the quality assurance and project management departments.

What is the Boyum Cloud?

Boyum Cloud is an innovative, SME-compatible portfolio of modern, lean cloud applications for SAP Business One that cover all core areas of manufacturing. From project development to production and quality control. A detailed description of the Boyum Cloud applications can be found here: Boyum Cloud

Do I need to have an existing SAP B1 Cloud license to use Boyum Cloud?

Yes, if bi-directional access is to be implemented, an SAP license is required. We will be happy to advise you on the individual SAP license types. Please contact us here: Contact

Can I book the Boyum Cloud products individually or only all together?

You can selectively book individual program areas from the Boyum Cloud product family. This is a major advantage, as you only pay for what you actually use. In addition, these licenses are scalable according to the subscription model.

What features does Boyum Cloud Build include?

Flexible, fast, agile and cost-saving: this is what modern product development looks like. Boyum Build supports product development in every phase - from planning, creating and calculating to approving and releasing new products. This significantly accelerates the entire creation and change process. You can find more details about the benefits of Boyum Cloud Build here: Boyum Cloud Build

What functions does Boyum Cloud Produce include?

Plan, control and monitor production orders end-to-end, role-based and with just one central system: the Boyum Cloud Produce application not only enables structured planning, but also real-time control and monitoring of production orders.

In addition to innovative features for production managers and planners, there are also numerous functions for the store floor - including a worklist for terminals, options for requesting materials and resources as well as material and time recording. Further advantages of the Boyum Cloud can be found here: Boyum Cloud Produce

What functions does Boyum Cloud Inspect include?

Boyum Cloud Inspect was developed specifically for the requirements of SMEs in the manufacturing industry and supports quality managers and inspectors in the planning, execution and documentation of quality inspections. In order to meet the requirements of quality managers and quality inspectors alike, the application was designed to be role-based. A detailed description of the two roles (Inspect Manager & Inspect Operator) can be found here: Boyum Cloud Inspect 

What do "role-based applications" mean at Boyum Cloud?

The Boyum Cloud products are made up of various applications that are optimized for individual roles and their needs. The components for product managers, workshop managers and production employees as well as for quality managers and quality inspectors work together seamlessly. The role orientation makes the apps particularly easy to use, saving time and reducing the potential for errors.

What are Kanban boards?

As one of the most popular agile methods, Kanban boards are used by numerous companies to run projects and processes in a structured yet flexible manner. With the Boyum Usability Package add-on, you can also use Kanban boards with SAP Business One. The add-on already contains four preset Kanban boards out of the box and you can add more yourself. You can read more about Kanban boards here:

- Production orders
- Projects
- Opportunities (Sales Forcast)
- Service calls

 

Can I use Kanban boards with my SAP B1 installation?

You can only use Kanban boards in conjunction with the Boyum Usability Package (B1Up) add-on. There, the 4 preset boards can be used either via the B1UP dashboard or your Fiori cockpit. 

Which scanner solutions can I use with SAP Business One?

There are scanner solutions from many different partners that you can use. We at COSIB have good experience with the following two products and are happy to support you with their introduction:

- Ontego One - Web-based solution for common warehouse and logistics processes
- Produmex SCAN - particularly powerful solution for high demands

Is there a demo option for the scanner options?

A demo or test version of both systems is generally possible. However, in order to make the demo appointment as effective as possible for you, it is necessary to coordinate and agree requirements, options and budgets in advance.

How does the sanctions list check work?

As part of a compliance check, every company is obliged to compare business contacts with the current national and international sanctions lists (blacklists, prohibition lists, blacklists or anti-terror lists) in order to exclude business relationships with suspicious companies or persons.

The easy:dox security application gives you the option of a simple, daily check of business contacts and updated sanctions lists from all official bodies. The data from SAP Business One is retrieved from the database via an ODBC connection. Time-controlled check runs can also be automated via Wndows task planning. The same applies to updating the blacklists.

Do I meet the European requirements with the sanctions list check?

The EU regulations EC Regulation 2580/2001, EU Regulation 881/200 and EU Regulation 753/2011 prohibit companies from maintaining business contacts with organizations or individuals that do not pass an anti-terror check. This obliges companies to carry out extensive checks within their business practices. With the sanctions list check offered by us, you fulfill this mandatory EU requirement.

Who must check against sanctions lists?
According to the applicable EU regulations and the Foreign Trade and Payments Act (§34), every European company based or operating in Europe is obliged to make an economically and technically justifiable effort to check all business partners (suppliers, customers and employees) against the European lists published by the government. These are official lists in which all companies, persons and organizations against which an economic ban (embargo) has been imposed are entered. Further information can be found on the BAFA website.

When do you have to check against sanctions lists?
Even if your company only conducts business within Germany, you are obliged to check whether business partners are on a sanctions list. If this is the case, this company/person may not receive any economic advantage or financial benefit. If this is not observed, it may result in your company itself being placed on a sanctions list.

How often must sanctions lists be checked?
An economically and technically justifiable effort must be made to prevent the listed person or company from receiving financial support. As the entries on the sanctions lists are updated daily, contacts that are checked negatively today may be on a blacklist tomorrow.

Kann ich ein Dokumentenmanagement-System nutzen?

Integrated document management solutions (DMS) such as CKS.DMS are available for SAP Business One. However, your SAP Business One system can also be connected to external DMS Solutions as Candis or ELO. You can find detailed information on both products under the following links:

Document Management System | SAP archiving (cosib.de)

 

Cloud Solutions
How and when are cloud licenses billed?

The cloud subscription is billed after the customer has checked into the data center. The billing period (standard = annual) is calculated in advance and collected by B2B direct debit.

When are my cloud licenses renewed?

The term of the subscription is fixed (24 or 36 months) and is automatically extended by the term of the initial order.

Can I upgrade or downgrade cloud licenses?

All license types can be scaled. The next billing period for subscription ("rent") is decisive for this. Scaling must be announced and commercially agreed at least 6 weeks before the end of the term.

Can I choose a different term?

The term of an initial order can be adjusted at the end of the contract for the seamless subsequent term.

How secure is cloud hosting in terms of data security?

Maximum data protection, secure availability and the integrity of all data and processes are the core requirements for our managed cloud services. This is ensured by state-of-the-art encryption standards as well as multi-level and constantly updated security systems. Read more about the security of your data in the cloud on our cloud information page:: Managed Cloud Service

Are the hosting service providers based in Germany/Europe?

The data centers of our hosting partners are located exclusively in Europe. 

Is the hosting service provider certified?

The exclusively European data centers of our managed cloud hosting partners are ISO-27001 certified and are operated under Tier 3 security standards. You can find more information on the performance of our hosting partners on our cloud information page: Managed Cloud Service

Functions
How do I find out about possible and necessary updates?

To make sure you don't miss any updates, we will keep you informed about new feature pack updates in our COSIB.de community area and in our regular customer newsletter. Are you a COSIB customer and not receiving the newsletter? Please let us know if you would like to subscribe: Contact

Do I have to run every update?

Updates are provided via the maintenance contract. The COSIB project manager will inform you on a case-by-case basis whether an update is necessary for an installation layer when it is published. Installation layers that are not updated regularly run the risk of becoming technically obsolete. 

What is the SAP Business One Web Client?

The Web Client for SAP Business One 10.0 HANA provides users with a modern, user-friendly interface for desktop computers and tablets. Access data, processes and other information conveniently from your PC or mobile device while on the move. You can find more details about the web client on this overview page:

What options does the SAP Business One Web Client offer?

The central instrument of the Web Client is the start page with an initial preset selection of relevant apps and tiles. These tiles provide direct access to all important SAP Business One functions and processes. You can customize the display and arrangement of the elements to suit your needs. This creates your personal and individualized homepage.

In addition, you can make further personal settings via a "Me area" and use the comprehensive Enterprise Search to quickly find the information you need. You can find more information about the SAP Business One Web Client here: 

How do I use the web client?

With the Web Client, you can use most SAP Business One Core functions on a mobile device. For example, you can create master data, generate purchasing and sales documents or create analyses that you can also share with other users.

The Web Client can be called up directly from your native SAP Business One client or you can open it via one of the following browsers on your PC or tablet: Google Chrome, Mozilla Firefox and Apple Safari (Mac and iPad). The login data corresponds to the native SAP Business One Client and it is best to save the link as a favorite in the browser. If you do not know the link to your Web Client, simply contact your SAP consultant.

Further details on the Web Client:

Can I book a demo for the SAP Business One web client?

Test access can be ordered free of charge either via our contact form or by e-mail. In an initial telephone call, we will clarify your requirements in advance and give you a brief introduction before you can discover SAP according to your wishes. Go to the contact page: Contact

Is there a smartphone app for SAP Business One?

Yes, the SAP Business One Sales App can be downloaded either from the Apple App Store or from Google Play for all newer mobile devices: 

Apple App Store: Download 
Google Play: Download

 

Are there different country versions, tax localizations and language versions for SAP Business One?

SAP Business One is available in 50 country versions and 28 system languages (as of 2021) and is therefore consistently geared towards international activities. The country versions already fulfill all relevant requirements for the respective country.

Can I integrate subsidiaries into my SAP installation?

You can easily manage several branches within one database in SAP Business One, including your own accounting, storage locations, master data and much more. The only requirement is that all branches belong to one and the same company.

You also have the option of merging different companies into one company group instance in SAP with the Intercompany Integration Solution. This SAP video gives you a good insight into the functions: Intercompany Integration Solution (youtube.de)

How can I integrate Microsoft 365 into my SAP Business One?

A detailed description of how to work with the Microsoft 365 integration in SAP Business One can be found in this How-To document: How To Microsoft 365 Integration (german)

What possibilities does the integration of Microsoft 365 offer?

With the integration of Microsoft Outlook into your SAP Business One environment, you can connect important mail and calendar activities and work more efficiently and quickly:

- Data synchronization of calendar appointments, tasks and contacts
- Automatic synchronization runs with integrated conflict resolution
- Import of created offers
- Create emails as an activity in SAP Business One and add attachments
- Set up follow-up activities
- Send emails directly from the system
- Connection with Microsoft Word and Microsoft Excel

 

Is it possible to book a demo for SAP Business One Crystal Reports?

You can book a basic training course for SAP Business One Crystal Reports via our contact form. 
Contact

Is there an "electronic invoice" option for SAP Business One?

With XRechnung, SAP Business One already supports electronic invoices in the basic version, which are mandatory for invoicing public-sector clients of the federal government.
XRechnung is based on the XML format and contains all invoice information in a structured data record. This means that invoices can be sent automatically and processed electronically via the Peppol transmission standard.

The current SAP Business One version also offers the option of importing documents such as incoming invoices. The BTP (Electronic Information Extration Service) uses this to create incoming invoices as parked documents. Add-ons such as cks.einvoice also support the ZUGFeRD and FakturaX standard.

For further information, please contact our team of consultants. Contact Team

How does the electronic invoice (X-bill) work with SAP B1?

SAP Business One supports the electronic XRechnung dispatch required for federal public contracts. After successful registration with the federal government's central invoice receipt platform (ZRE), invoices can be sent from SAP Business One as an XML file by e-mail, uploaded via a web form or used via a web service using PEPPOL.

PEPPOL is the transmission standard and was launched as an international project with the aim of standardizing cross-border, electronically supported public procurement procedures within the European Union. Companies and public bodies can exchange business documents via the PEPPOL network.

Is SAP Business One DSGV-compliant?

Whether information about customers, patients, employees or partners: every company inevitably comes into contact with a large amount of data in its day-to-day business. The task of the GDPR is to protect this sensitive information, some of which can be used to create very precise profiles of the data subject.

As the largest European software manufacturer, SAP is also bound by the new General Data Protection Regulation. In order to support the numerous users of SAP Business One and SAP Business One Cloud and to be able to offer a business solution that is aligned with the current requirements in the future, the functions of the system have been adapted and expanded.

Integrations
What is the function of the intercompany solution?

With an intercompany solution for SAP Business One, you can manage multiple business units in one global solution. You can see all relevant data from your subsidiaries on a single screen in real time.

With such a solution, you can manage all relevant information across multiple company databases, for example business partner data, parts lists or price lists. It also enables financial consolidations as well as international transactions, cost allocations or working with multiple currencies.

Are you interested in an intercompany solution? Get in touch with us!

What options does the Integration Framework offer?

The Integration Framework for SAP Business One is a web browser-based solution for designing integration processes for the exchange of data between different systems.

In contrast to the classic integration of software components through in-house development and direct use of existing APIs, the Integration Framework already contains various components / services that simplify the tasks, such as integration services, various adapters, load balancing, security functions, message flow control and monitoring, error handling, simple adaptation in the event of API changes, business process management and more.

The Integration Framework for SAP Business One is an integral part of SAP Business One and can be used in any customer installation, regardless of whether it is an on-premise or cloud installation.

What options does the Integration Framework offer?

The Integration Framework for SAP Business One is a web browser-based solution for designing integration processes for the exchange of data between different systems.

In contrast to the classic integration of software components through in-house development and direct use of existing APIs, the Integration Framework already contains various components / services that simplify the tasks, such as integration services, various adapters, load balancing, security functions, message flow control and monitoring, error handling, simple adaptation in the event of API changes, business process management and more.

The Integration Framework for SAP Business One is an integral part of SAP Business One and can be used in any customer installation, regardless of whether it is an on-premise or cloud installation.

What are the system requirements for the Integration Framework?

The server dimensioning is usually created together with SAP Business One. A number of approx. 5000 transactions per day can easily be handled with a standard server and the standard settings. However, to achieve better performance, you can also allocate more resources to the system. The Integration Framework is also available in versions for Raspberry Pi or Docker.

Is there a demo option for the Integration Framework?

There is no demo version, but there are very catchy demo videos on YouTube. Or you can take advantage of our offer to present the Integration Framework to you as part of a demo appointment:

Video playlist (Youtube): SAP Business One Integration Framework

What options does the Integration Hub offer?

The SAP Business One Integration Hub extends the potential of SAP Business One by:

- Connecting cloud-based business applications and services to SAP Business One
- Harmonization of technology across multiple systems, cross-application data consistency
- Provision of preconfigured integration templates with mapping and configuration specifications
- User guidance with highly intuitive interfaces and wizards
- Seamless integration of UI elements per scenario in SAP Business One

 

What is the difference between the Integration Framework and the Integration Hub?

The Integration Framework is a development and runtime environment for predefined integrations, such as dashboards, mobile apps, outsourced payroll, automated quote requests, SAP Customer Checkout, web services, other SAP and non-SAP applications.

The Integration Hub, on the other hand, offers pre-configured templates for integrating cloud-based business applications and services, such as Shopify, Magento, Aramex, DHL, FedEx, UPS, Fixer, Mailchimp, SendGrid, Nexmo, Expensify, automated quote requests.

 

What is an iPaaS interface?

You need an iPaas interface at the latest when you want to connect different systems that are relevant to the process or automate a manual process. For example, networking SAP Business One with a connected logistics service provider.

If you are unsure whether an iPass interface is right for you, please talk to our customer advisors about your requirements and project goals.

Contact

How do I get an iPaas interface?

Simply contact your project manager at COSIB. They will discuss and define the requirements, solution options and implementation timeframe with you in detail. He or she will then prepare a quotation for you and, once approved, will ensure timely implementation.

Contact

Licenses
What license options are available?

A distinction is made between SAP Professional Users (full system access for all program functions) and SAP Limited Users (restricted system access for the areas of logistics, sales or financial accounting).

OnPremise Version
Welche Systemanforderungen sind Voraussetzung für SAP B1 10.0?

All basic system requirements for SAP Business One in the OnPremise version can be found in this Hardware Requirment Guide.

SAP Business One Hardware Requirement Guide:

You will then determine the exact dimensions of the system requirements together with our consultant.

How do subsequent license bookings affect the maintenance contract?

The extension of the installation situation by additional users/licenses supplements the maintenance contract in the agreed support model.

Wie und wann erfolgt die Abrechnung für OnPremise Lizenzen?

How and when are On-Premise licenses billed?

Partner Integrations
Can the Shopify app connect multiple shops?

Yes, you can easily connect multiple Shopify webshops with the integration app from our partner APPSeCONNECT.

Which Shopify version is the APPSeCONNECT app compatible with?

The integration app from our partner APPSeCONNECT is compatible with all versions of Shopify, including Shopify Advanced and Plus. As Shopify Plus is highly customizable, the Shopify Plus integration by APPSeCONNECT might also require customization.

What happens when Shopify processes orders?

The Shopify Integration Shopify integration of our partner APPSeCONNECT creates an invoice in the ERP system via the web order processing in Shopify. The ERP system then generates the shipping and delivery details and is synchronised with Shopify for fulfilment.

Which Shopify payment methods and shipping methods are supported by APPSeCONNECT?

Every payment method and shipping method supported by Shopify can also be supported by our partner APPSeCONNECT.

Can we use the existing architecture to connect SAP Business One with Shopify?

Our partner APPSeCONNECT requires the service layer to connect and synchronise data between SAP Business One and Shopify.

How much does it cost to integrate Shopify with SAP Business One?

The SAP Business One + Shopify integration is available as part of the starter plan from our partner APPSeCONNECT. For details on prices and packages, please contact our team.

In which format can the web orders be synchronised with SAP Business One?

Depending on your requirements, our partner APPSeCONNECT can synchronise orders in SAP as a draft sales order/standard sales order - Approved/Unapproved.

Can special prices or discounts from SAP Business One be synchronised with e-commerce?

The integration of our partner APPSeCONNECT is able to retrieve discounts, volume discounts and even customised discount rules from SAP Business One and transfer them to any other e-commerce website, depending on the capabilities of the platform.

How does the connection between APPSeCONNECT, Shopify and SAP Business One work?

For our partner offer, APPSeCONNECT uses the SAP Business One Service Layer for the integration and data transfer of customers, articles, orders, etc.

How can stock levels from SAP Business One be synchronised with e-commerce?

With the integration solutions of our partner APPSeCONNECT, inventory values from SAP Business One can be synchronised based on:

  • Quantity available
  • Quantity in stock
  • Quantity committed
  • Ordered quantity

A cumulative value can be retrieved taking into account the stock in multiple warehouses. A stock figure can also be retrieved selectively from just one warehouse.

How can article/article master data be synchronised from SAP Business One to the e-commerce shop?

With the integration solutions from our partner APPSeCONNECT, item/article master data can be synchronised from SAP Business One to your e-commerce application, depending on the product information management capability of the e-commerce platform in question. Different e-commerce platforms enable the maintenance of article details in different ways. Details on the synchronised data can be found in the detailed description of the der E-Commerce Connectors

How can customer data be synchronised between SAP Business One and eCommerce/Marketplace?

With the integration solutions of our partner APPSeCONNECT you can:

  • Synchronise web customer information from the eCommerce shop to SAP Business One.
  • Synchronise web customer information from the Marketplace shop to SAP Business One at the time of synchronisation.
Service
How do I report a service case?

We are personally available between 8:30 and 17:00 for service cases via hotline and e-mail.

Support contact: support@cosib.de

Is there a ticket system?

Our ticket system is available to all our customers. If you would like to report a service case, you can send an email to support@cosib.de.

Our ticket system will then create a ticket and you will receive an e-mail informing you that your ticket is being processed. You will also be notified of any new status by e-mail.

How long does the processing take?

The processing time depends on the scope of the reported service case. As a rule, processing takes place within a few hours of receipt. We are also happy to provide our customers with a personalized offer for extended services on request.

How do I receive information on updates and new developments?

Our newsletter provides you with regular updates, news and important trends. Are you a COSIB customer and not receiving the newsletter? Then inform us briefly by e-mail and we will set it up for you.

Can I unsubscribe from the newsletter?

You have the option of unsubscribing from the mailing list in each of our newsletters or you can use this link: Unsubscribe COSIB Newsletter

Are my data and company information processed by COSIB in accordance with the GDPR?

COSIB takes the protection of the personal and company data of its customers and partners very seriously. To this end, we regularly subject all our company and customer processes to a review by an external data protection officer.

The last review was successfully completed in Q4 2021. You can therefore rest assured that we process and use all the information and data you provide in compliance with the GDPR. You can find our complete data protection information here: Datenschutz

Webclient
What is the SAP Business One Webclient?

The SAP Business One Webclient is a web-based user interface that enables users to access SAP Business One from anywhere via PC or mobile device and manage various business processes over the Internet. The user-friendly, customisable and intuitive platform follows the Fiori design principles and supports companies in making their business processes more efficient, location-independent and customer-oriented.

How does the SAP Business One Webclient work?

The web client enables users to access SAP Business One via a web browser without the need for a local installation of the software. To do this, the web browser on the computer or mobile phone connects to your company server via a secure Internet connection and thus enables access. The user interface is responsive and adapts to different screen sizes, allowing flexible use on desktops, laptops, tablets and even smartphones. Individually arranged tiles give you direct access to relevant data, allow you to generate reports or manage orders and much more.

Which business processes can be mapped with the SAP Business One Webclient?

The Webclient supports a wide range of business processes such as sales and purchasing, warehouse management and financial accounting in 50 country versions. You also have access to customer and supplier information, can track orders and projects and have access to extensive real-time analysis data and business reporting tools. This gives you complete control of all important business processes and allows you to communicate transparently with business partners and customers at all times. 

What are the advantages of the SAP Business One Webclient?

The benefits of the Webclient include easy access from any location with an Internet connection, the ability to access real-time data, improved user-friendliness thanks to an intuitive user interface, more efficient sales and service processes and costs and therefore a positive customer experience, as well as scalability for growing companies.

Is the SAP Business One Webclient secure?

The SAP Business One Webclient provides a secure environment for data transfer and storage. It uses advanced encryption technologies and authentication methods to ensure the confidentiality, integrity and availability of data.