ProjectManagement based on SAP Business One > Implementation > General Settings

 

Enables the user to define various settings and parameters that affect the daily work with SAP Business One.

General Settings
Company DetailsSAP Component or Feature Available
Enables the user to fill in the company address, contact details and the text that should be printed in the header of company documents. These can be entered in local and foreign language and will be printed in the appropriate fields, in accordance with the language of the selected print layout template.

To fully utilize this functionality, the following products should be evaluated

  • SAP Business One
  •  
    Accounting DataSAP Component or Feature Available
    Enables the user to fill in the relevant information regarding the company's tax office and other country related parameters such as tax exemption letter and holiday table according to which the working days of the company are defined.

    To fully utilize this functionality, the following products should be evaluated

  • SAP Business One
  •  
    Display SettingsSAP Component or Feature Available
    Enables the user to choose the preferred interface language, font and font size, to define separately decimal places for amounts, prices, rates, quantities etc., to choose the required date & time format, whether to display the currency on the right and more. 

    To fully utilize this functionality, the following products should be evaluated

  • SAP Business One
  •  
    Block Documents with Earlier DateSAP Component or Feature Available
    Enables the user to block the creation of documents with date which is earlier than the current date. 

    To fully utilize this functionality, the following products should be evaluated

  • SAP Business One
  •  
    Future Posting Date in DocumentsSAP Component or Feature Available
    Enables users to create documents with future posting dates. This feature is  activated at the company level and applied to both sales and purchasing documents. 

    To fully utilize this functionality, the following products should be evaluated

  • SAP Business One
  •  
    User ShortcutsSAP Component or Feature Available
    Enables each user to define shortcuts to selected windows in SAP Business One, by allocating the required functions on the F2 to F12 keys.

    To fully utilize this functionality, the following products should be evaluated

  • SAP Business One
  •  
    User & Authorization ManagementSAP Component or Feature Available

    Enables companies to choose any combination of authorizations, from super users who have all authorizations, to users with different display and change authorizations in the different modules, to users who have no system authorizations at all.

     

    When an authorization is defined, the user chooses between granting display authorization, granting change authorization, or excluding a user from a function altogether. It is also possible to define whether a user is authorized to perform certain actions -- for example, to award a discount in a specific amount, to change prices, to access confidential accounts, and so on.

    To fully utilize this functionality, the following products should be evaluated

  • SAP Business One
  •  
    Data OwnershipSAP Component or Feature Available

    Enables managers to determine which documents could be viewed and updated by regular users in SAP Business One.

    Data ownership is relevant only for users who are not defined as Super Users in the Define Users window. This way, managers (that is super users) can control the data accessible to each of their employees.

    Ownership can be granted for every document and even at the document row level.

    Data ownership is maintained according to the data defined for your employees in the Human Resources module.  

    Log of Changes - Enables the user to track changes that were made in authorizations and in different documents.

    Each time a user updates the authorizations or one of the documents, SAP Business One creates a new instance of the authorization window or the document window and saves it, along with the date of the update and the user who made the update.

    To fully utilize this functionality, the following products should be evaluated

  • SAP Business One
  •  
    ProjectManagement SettingsPartner Product Available

    The Initialization Wizard guides the user step by step through the setup of the database at the first installation of the system. It allows defining the basic settings, such as business unit, project or employee number format, project and employee groups, allowed hierarchy depth etc.

     
    ProjectManagement AuthorizationsPartner Product Available

    Data security has top priority in granting access rights to the database. Pre-defined authorization limits ensure that each user gains only access to data they need, i.e. employees can be granted only access to program functions that they require for their daily work. Moreover, data can be restricted to entitled user groups. The project management solution makes a distinction between the following authorizations:

     

    User Groups - Each user has to be assigned to one or more user groups. The assignment decides on the user’s access rights and menu authorizations. When installing project management, standard user groups (administrator, accountant/controlling, project manager, cost rates, normal user) already exist. However, users are able to adapt already existing groups to their specific needs.

     

    Menu Authorisztions - Menu authorizations are used to define the user groups which should have access to the menu items of the main menu. The menu authorizations for the Fat Client and the Web Client of the project management solution are made in the main program.

     

    Form Authorizations - Form authorizations are used to define the user groups which should have access to individual info screens on totals. Read/write permission for the info screens on totals can be granted.

     

    Authorizations: Totals - This authorization concept allows defining the individual info screens on totals to which a user group should have access.

     

    User Administration - The user administration lists all users that have a user account in the project management solution. It provides information on the group assignment of respective users and includes different indexes (e.g. authorization settings, time sheet entry display, Web Client) for user-defined settings.

     
    SAP Product Available Partner Product Available SAP Product Available with Future Releases Partner Product Available with Future Releases Future Focus