SAP® Business One - Access by User Type / Module
A Comprehensive, Integrated Solution for all Your Business Needs
| Module/Functionality | Professional | Limited CRM | Limited Logistics | Limited Financial | |
| Administration | Create new company | Full | |||
| Choose company | Full | Full | Full | Full | |
| Foreign currencies exchange rate | Full | Full | |||
| System initialization | Full | ||||
| Change Password | Full | Full | Full | Full | |
| Authorizations & data ownership | Full | ||||
| System definitions | Full | ||||
| Define user & sales employees | Full | ||||
| License administration | Full | Full | |||
| Sales opportunities setting | Full | ||||
| CRM service settings | Full | Full | |||
| Edit Chart of Accounts | Full | Full | |||
| GL Account determination | Full | ||||
| GL Account opening balance | Full | ||||
| Approval procedures (stages, templates) |
Full | Full | |||
| Approval procedures Reports | Full | Full | Full | Full | |
| Document settings (numbering, print preferences) |
Full | ||||
| BP settings | Full | ||||
| Payment term settings | Full | Full | |||
| Financial settings | Full | ||||
| Banking settings | Full | ||||
| Inventory settings | Full | ||||
| Data Import & Export | Full | ||||
| Utilities | Full | ||||
| Restore | Full | ||||
| Add-on administration | Full | ||||
| Add-on manager | Full | Full | Full | Full | |
| Alerts management | Full | Full | |||
| Messages/Alert Overview | Full | Full | Full | Full | |
| Professional | Limited CRM | Limited Logistic | Limited Financial | ||
| Financials | chart of accounts | Full | Full | ||
| Creating journal entries | Full | Full | |||
| Journal vouchers | Full | Full | |||
| Creating posting templates and recurring postings |
Full | Full | |||
| Creating reverse transactions | Full | Full | |||
| exchange rate differences in JE | Full | Full | |||
| Conversion differences | Full | Full | |||
| Editing financial report templates | Full | Full | |||
| Budget | Full | ||||
| Cost Accounting | Full | ||||
| Reposting control account of BP (APA) | Full | Full | |||
| Financial reports | Full | Full | |||
| Balance Sheet Report | Full | Full | |||
| Trial Balance Report | Full | Full | |||
| Profit and Loss Report | Full | Full | |||
| Document Journal Report | Full | Full | |||
| Professional | Limited CRM | Limited Logistics | Limited Financial | ||
| Sales Opportunities | Sales opportunities | Full | Full | ||
| Sales opportunities reports | Full | Full | |||
| Professional | Limited CRM | Limited Logistics | Limited Financial | ||
| Sales - A/R | Sales Quotations | Full | Full | View | |
| Sales Order | Full | Full | Full | ||
| Delivery | Full | Full | Full | View | |
| SO to PO (Back to Back - PO confirm) | Full | Full | Full | ||
| Returns | Full | Full | Full | View | |
| Down Payment Request | Full | Full | |||
| Down Payment Invoice | Full | View | Full | View | |
| Down Payment on Order (US) | Full | Full | Full | View | |
| Invoice | Full | View | Full | View | |
| Invoice Payment | Full | View | Full | View | |
| Credit Memo | Full | View | Full | View | |
| Reserve Invoice | Full | View | Full | View | |
| Correction invoice/ reversal | Full | View | Full | View | |
| Dunning wizard | Full | Full | |||
| Document generation wizard | Full | Full | |||
| A/R monthly invoice (APA) | Full | Full | View | ||
| Exempt/Export/Debit memo (LA) | Full | Full | View | ||
| Excise invoice (APA) | Full | Full | View | ||
| Sales Reports | Full | Full | Full | ||
| Alternative items selection | Full | Full | Full | ||
| Change layout for document | Full | Full | Full | Full | |
| Open items list | Full | Full | Full | ||
| Document Printing | Full | Full | Full | ||
| Professional | Limited CRM | Limited Logistics | Limited Financial | ||
| Purchase - A/P | Purchase order | Full | Full | Full | View |
| Good Receipt PO | Full | Full | View | ||
| Reserve Invoice | Full | View | Full | View | |
| Down payment request | Full | Full | |||
| Down payment invoice | Full | Full | |||
| AP Invoice | Full | Full | |||
| Good returns | Full | Full | View | ||
| Credit memo | Full | View | Full | ||
| PO correction invoice/ Reversal | Full | View | Full | View | |
| AP Monthly invoice (APA) | Full | Full | |||
| Excise invoice (APA) | Full | Full | |||
| Debit memo (LA) | Full | Full | |||
| Purchase report | Full | Full | Full | ||
| Open items list | Full | Full | Full | ||
| Landed costs | Full | Full | Full | ||
| Professional | Limited CRM | Limited Logistics | Limited Financial | ||
| Business Partner | Entering business partners data | Full | Full | Full | Full |
| Activities | Full | Full | Full | Full | |
| Reconciling 2 | Full | Full | |||
| Business partners reports 2 | Full | Full 1 | Full 1 | Full 1 | |
| Calender | Full | Full | Full | Full | |
| Professional | Limited CRM | Limited Logistics | Limited Financial | ||
| Banking | incoming and outgoing payments | Full | Full | ||
| Depositing checks and credit card vouchers |
Full | Full | |||
| Reconciling bank statements | Full | Full | |||
| Processing bank statements (BSP) | Full | Full | |||
| Internal reconciliation | Full | Full | |||
| Credit Cards management | Full | Full | |||
| Checks management | Full | Full | |||
| Managing Bills of Exchange | Full | Full | |||
| Automatic creation of payments (Wizard) | Full | Full | |||
| Professional | Limited CRM | Limited Logistics | Limited Financial | ||
| Inventory | Entering item data | Full | Full | Full | View |
| Creating serial numbers and batches | Full | Full | |||
| Creating and updating price lists | Full | View | View | View | |
| all Inventory transactions | Full | Full | View | ||
| Stock counting | Full | Full | View | ||
| Cycle count | Full | Full | View | ||
| Pick and Pack | Full | Full | |||
| Good issues | Full | Full | View | ||
| Good Receipts | Full | Full | View | ||
| Stock transfer | Full | Full | Full | View | |
| Inventory re-valuation | Full | View | |||
| Inventory reports | Full | Full | Full | ||
| Professional | Limited CRM | Limited Logistics | Limited Financial | ||
| Production | Defining BOM | Full | |||
| Production Orders | Full | View | |||
| Updating parent item prices | Full | ||||
| Production reports | Full | Full | |||
| Professional | Limited CRM | Limited Logistics | Limited Financial | ||
| MRP | Defining production forecasts | Full | |||
| Generating recommendations | Full | ||||
| Recommendation report | Full | ||||
| Professional | Limited CRM | Limited Logistics | Limited Financial | ||
| CRM Service | Service calls | Full | Full | ||
| Tracking equipment | Full | Full | |||
| Creating service contracts | Full | Full | |||
| Knowledge base | Full | Full | |||
| Service reports | Full | Full | |||
| Professional | Limited CRM | Limited Logistics | Limited Financial | ||
| HR | Employees data | Full | |||
| HR reports | Full | ||||
| Professional | Limited CRM | Limited Logistics | Limited Financial | ||
| Reports | Generating queries by user demands | Full | Full | Full | Full |
| XLR | Full | Full | Full | Full | |
| Professional | Limited CRM | Limited Logistics | Limited Financial | ||
| General | Advanced (formatted) search | Full | Full | Full | Full |
| User-defined fields | Full | ||||
| User-defined tables | Full | ||||
| User Menu | Full | Full | Full | Full | |
| User shortcuts | Full | Full | Full | Full | |
| Form Settings | Full | Full | Full | ||
| Message Alerts | Full | Full | Full | Full | |
| Drag & Relate | Full | Full | Full | Full | |