SAP Business One Review
August 20, 2019

SAP Business One Review

Melanie Dee | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

SAP Business One OnDemand

Modules Used

  • Accounting and Financials
  • Operations and Distribution
  • Administration and Reporting

Overall Satisfaction with SAP Business One

SAP Business One is being used are our ERP system which is used in all departments within the organization. This includes Sales (not business development), Purchasing, Logistics, Technical Services (Production), Finance.

SAP has given us the ability to mainstream our processes and have one source of truth. Our legacy systems were comprised of two systems and now have the ability to manage all processes in one. This system also allows in house customization needed to process data specific to our needs.
  • SAP offers the Relationship Map tool which shows users all linked documents visually which allows users to quickly see where the order is at in the order fulfillment process.
  • SAP offers Internal Reconciliation for prepaid and accrual accounts on the balance sheet which allows us to quickly identify unresolved items.
  • SAP offers a global search which has not been available in our legacy systems. This is a great feature as it reduces search times and gives users the ability to quickly find documents.
  • Other features such as Drag & Relate, as well as, the standard 'Find' tool for most fields on Marketing Documents have proven to be invaluable. These features allow users to find an array of information/documents rather easily.
  • Inventory Management / Reporting inefficiencies. Lacking reports to provide historical inventory data to see a snapshot of inventory for any given period of time. Lacking reports of aging inventory for non-serialized products. Limited inventory cycle count functionality.
  • Inability to reopen closed documents more than once. (returns and replacements).
  • Under financial Reports, Trial Balance (TB): Updating the functions to reflect G/L Accounts, must include opening balance for a period with "OB from the start of company activity" to have any current data. The Profit and Loss section of a TB does not have an opening balance of $0, and Retained earnings to not reflect up to date balance regardless of time frame requested for posting dates.
  • Move some of the general authorizations into the specific modules. For instance, would like to give users access to post a draft Sales Orders from a previous month without having to give them authorizations to back post any documents they have authorizations for.
  • Ability to customize out of box reporting. We have a UDF which is reported on frequently and is not hitting the P&L, however, we cannot add this to the Sales Analysis (and other) reports which have everything else needed baked in.
  • Inability to link documents when Freight and Sales Tax only are credited. Would like to see these linked without the use of referenced documents as the copy to / copy from feature was utilized. The link should tie to the header, not just the line item level.
  • Would like the ability to create a production schedule within the system utilizing production order dates.
  • Reduced paper usage.
  • Eliminated need for some employees.
  • Eliminated the cost for other programs no longer required with the addition of SAP.
Overall the implementation was successful.
SAP offers more add ons and built-in applications for production versus QuickBooks.
SAP is well suited for most standard practices. It has been less appropriate for Business Development and Marketing.

SAP Business One Feature Ratings

Accounts payable
9
Accounts receivable
9
Primary and Secondary Ledgers
6
Journals and Reconciliations
8
Standardized Processes
8
Billing Management
8
Cash and Asset Management
2
Budgetary Control & Encumbrance Accounting
1
Period Close
7
Inventory tracking
5
Location management
7
Pricing
6
Order entry
8
Cost of goods sold
5
Order Orchestration
6
Dashboards
8
Standard reports
8
Custom reports
8
API for custom integration
7
Plug-ins
8
Role-based user permissions
7
Budgeting and Forecasting
Not Rated
Project Costing
Not Rated
Cost Capture
Not Rated
Capital Project Management
Not Rated
Customer Contract Compliance
Not Rated
Project Revenue Recognition
Not Rated
Project Planning and Scheduling
Not Rated
Not Rated
Bids Analyzed and Compared
Not Rated
Supplier Management
Not Rated
Not Rated
Production Management
6
Work Execution
7
Manufacturing Costs
8
Not Rated
Inventory Planning
Not Rated