SAP Business One: Fiscal and financial control with excellent access control
Diego de Oliveira Lopes Pacheco | TrustRadius Reviewer
February 04, 2020

SAP Business One: Fiscal and financial control with excellent access control

Score 8 out of 10
Vetted Review
Verified User
Review Source

Software Version

SAP Business One OnDemand

Modules Used

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

Overall Satisfaction with SAP Business One

We are using SAP Business One as our primary system for financial control. The entire accounting and tax part goes through SAP. SAP Business One is used by the entire company. Logistics uses SAP Business One for goods inflows and outflows, usage management; financial service uses SAP Business One by issuing and controlling service bills for our customers; and the inspector uses SAP Business One to issue the necessary tax collection forms.
  • Tracking goods, from entry to application
  • Billing control and recurrence for customers
  • We have difficulties finding local support. We always have to bring it from another state.
  • The price of licenses is very high.
  • optimizing invoice management
  • optimizing the process of exchanging goods
Our partner for customization and support is Ramo Sistemas Digitais. We handle from the license purchase process, training, customization, and support. The Invent Software partner is inserted in the process to support us in the add-ons that we use in the fiscal part for issuing and entering service and merchandise notes with emphasis on tax calculation. We do not interact directly with Invent, it is contacted by Ramo. The communication process with consultants is carried out formally, through the opening of calls and informally through connection and exchange of messages (whatsapp and skype).
Yes - 1. Backup of data required for shipping (partner registration: customer and supplier, items, products)
2. Installation of the new version of SAP Business One
3. Restore data after sanitation
4. Creation of tax and accounting books
5. Automation of tax application processes
6. Installation and configuration of add-ons
7. Tests
The process took place with the support of our partner Ramo, who helped us throughout the process. The most complicated was in the act of data sanitation since there were other forms of data control and management. Survey of tax information for fees was challenging, since for each state we have a different application.
During the implementation process, we had some ideas on how to proceed in the best way and optimize time, since we had a relatively short time to carry out all operations. We made use of the SAP Business One copy tools to export data and import without having much damage.
We ended up choosing not to discard Salesforce. Now these two systems are working together, where Salesforce will be responsible for CRM and SAP Business One for financial, tax, and logistics. This was a strategic decision by the company.
This version of SAP Business One is ideal for small and medium-sized companies. SAP Business One helps in the process of controlling financial and company assets and it allows for faster communication with suppliers by sending quotation requests from within SAP. I do not believe that SAP Business One is the best tool for CRM. We have other options that are more specialized for this type of relationship.

SAP Business One Feature Ratings

Accounts payable
9
Accounts receivable
9
Global Financial Support
9
Primary and Secondary Ledgers
10
Intercompany Accounting
9
Localizations
8
Journals and Reconciliations
8
Enterprise Accounting
8
Configurable Accounting
8
Centralized Rules Framework
8
Standardized Processes
8
Automated Invoice Processing
7
Shared Services Payments
7
Billings Management
6
Customer Collections
6
Revenue Recognition
7
Cash Management
7
Asset Management
8
Travel & Expense Management
6
Budgetary Control & Encumbrance Accounting
7
Period Close
10
Transactions Tax
10
Subledger Reconciliations
8
3rd Party Accounting Systems
7
Inventory tracking
8
Automatic reordering
7
Location management
8
Manufacturing module
Not Rated
Pricing
7
Order entry
9
Credit card processing
8
Cost of goods sold
7
Order Orchestration
7
End-to-end order visibility
9
Order exception Resolution
7
Pay calculation
Not Rated
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
Salary revision and increment management
Not Rated
Reimbursement management
Not Rated
Dashboards
7
Standard reports
9
Custom reports
10
API for custom integration
7
Plug-ins
9
Role-based user permissions
10
Single sign-on capability
10
Award Lifecycle Management
Not Rated
Spending Control
Not Rated
Indirect Cost Management
6
Billing
8
Budgeting and Forecasting
Not Rated
Project Costing
Not Rated
Cost Capture
Not Rated
Capital Project Management
Not Rated
Customer Invoicing
Not Rated
Customer Contract Compliance
Not Rated
Project Revenue Recognition
Not Rated
Project Financial Performance Analysis
Not Rated
Project Financials Dashboard
Not Rated
Real-time Financial Reporting
Not Rated
Embedded Business Intelligence
Not Rated
Project Planning Collaboration
Not Rated
Project Planning and Scheduling
Not Rated
Project Manager Dashboard
Not Rated
Resource Manager Dashboard
Not Rated
Task Insight for Project Managers
Not Rated
Project Manager Mobile Functionality
Not Rated
Team Member Task Collaboration
Not Rated
Team Member Mobile Functionality
Not Rated
Project Candidate Search
Not Rated
Project Candidate Comparison and Analysis
Not Rated
Defineable Resource Pools
Not Rated
Defineable Resource Pools
Not Rated
Talent Profiles
Not Rated
Real-Time Project Reporting
Not Rated
Absence Management
Not Rated
Product Lifecycle Management
Not Rated
Sourcing Team Collaboration
Not Rated
Sourcing Analysis
Not Rated
Bids Analyzed and Compared
Not Rated
Catalog Shopping E-Commerce for Employees
Not Rated
Contract Authoring
Not Rated
Contract Compliance Management
Not Rated
Contract History
Not Rated
Contract Renewal Automation
Not Rated
Contract Repository
Not Rated
Contract Standardization and Enforcement
Not Rated
Electronic Signatures
Not Rated
Invoice Automated Matching
Not Rated
Purchasing Risk and Compliance Management
Not Rated
Requisitions-to-Purchase Orders Integrated
Not Rated
Spend Compliance Management
Not Rated
Supplier Assessment
Not Rated
Supplier Communication and Collaboration
Not Rated
Supplier Management
Not Rated
Supplier Portal
Not Rated
Risk Repository
Not Rated
Control Management
Not Rated
Control Mapping
Not Rated
Control Efficiency Assessments
Not Rated
Automated Control Assessments
Not Rated
Assessment Capture
Not Rated
Issue Detection
Not Rated
Automatic Notification
Not Rated
Remediation and Certification
Not Rated
Transportation Planning and Optimization
Not Rated
Transportation Sourcing Management
Not Rated
Transportation Process Integration
Not Rated
Transportation Execution Management
Not Rated
Freight Payment Automation
8
Trade Management
Not Rated
Trade Regulatory Compliance Management
Not Rated
Customs Entry Management
Not Rated
Customs Document Management
Not Rated
Customs Document Collaboration
Not Rated
Fulfillment Management
Not Rated
Inventory Visibility
8
Warehouse Workforce Management
9
Production Process Design
Not Rated
Supply Chain Business Flows
Not Rated
Production Management
Not Rated
Contracted Manufacturing Management
Not Rated
Configuration Management
Not Rated
Work Definition
Not Rated
Work Execution
Not Rated
Advanced Fulfillment
Not Rated
Manufacturing Costs
Not Rated
Forecasting
8
Inventory Planning
8
Multi-tier Supply Chain Planning
7
Performance Monitoring
7
Ideation Management
Not Rated
Requirements Management
Not Rated
Proposal Management
Not Rated
Innovation Portfolio Management
Not Rated
Product Master Data Management
Not Rated
Vendor Portal
Not Rated
Project Portfolio Management
Not Rated