SAP Business One 10.0 – Feature Package 2608

Ask AI & AI-Assisted Queries

Ask context-related questions with field placeholders in nearly all list and detail views and get immediate AI-generated answers – with reusable question templates managed in the dedicated Ask AI app. In the User-Defined Queries app, AI generates SQL statements from plain-language descriptions, with results in list, chart, and card views and batch activation of multiple queries.

Please note: these AI functions require an activated SAP Business Technology Platform (BTP). Alternatively, customers can use our SAP Business One MCP integration.

New Advanced Reports

General Ledger, Inventory Movement, Purchase Analysis, Profit and Loss Statement Comparison, and the Profit and Loss Statement for all localizations. Hierarchical tables group and aggregate data across multiple dimensions, breakdown tables drill down to every transaction, and all reports export to Microsoft Excel. Report views can be exported and imported between companies.

Redesigned Excel Data Import

Downloadable templates with built-in validation and your UDFs, intelligent auto-mapping of columns, inline data correction in the preview table, a simulation mode that tests the import without writing to the database, and resumable import sessions that never lose your progress.

Document Preview & Printing

New multi-document PDF options (per business partner or per document), print sequences with Crystal Reports layouts, preview and cancellation watermarks, automatic PDF archiving when printing, and printing support for activities, opportunities, service calls, service contracts, landed costs, goods movements, and payments.

Accounting Enhancements

New apps for G/L account internal reconciliations (create, view applied transactions, cancel), auto-balancing of journal voucher and recurring journal entry lines with Ctrl + B, automatic creation of recurring journal entry instances monitored in the Job Monitor, and Excel import for G/L account opening balances.

New Banking Group with Six Apps

External Statements, Process External Statement, External Reconciliation (manual, semi-automatic, and automatic modes), Manual Bank Reconciliation, Previous External Reconciliations, and External Reconciliation Report – complete bank and business partner statement reconciliation in the Web Client.

Checks for Payment & Payment Runs

Six new apps for outgoing checks: create checks for business partners and accounts, save drafts, void checks, and confirm check numbers. Payment runs can be created, edited, and executed. Open Balance appears as a new column and field in incoming and outgoing payments, and payment draft and approval apps show real user names in filters and columns.

New MRP Group

Four new apps: MRP Scenarios, Order Recommendations, Forecasts, and Create Forecast. Define and run MRP scenarios, schedule MRP runs for a future date, process order recommendations into purchasing and production documents, and generate forecasts based on historical data.

Production Enhancements

Issues for Production and Receipts from Production now display distribution rules – with a column per dimension when multidimensional cost accounting is enabled. The new Planning tab in the Item Master Data sets planning and procurement methods and order intervals.

Pick Lists & Inventory Revaluation

Generate and update pick lists from sales orders, A/R reserve invoices, production orders, and inventory transfer requests with the new Pick Lists and Pick Pack and Production Manager apps. Two further apps revalue inventory based on price changes or inventory debit/credit and post the resulting journal entries.

Complete Price Management

Six new apps: Price Lists, Discount Groups, Special Prices for Business Partners, plus Price Report, Discount Group Report, and Last Price Report. Define prices and discounts and analyze them per item and business partner.

Project Management & Employees

A new Project Management group with six apps covers projects, stage analysis, open issues, resources, and time sheets – and projects can be created directly from any page with an editable Project field. The new Employees and Create Employee apps manage employee records including roles, time sheets, lifecycle, and absence details.

Campaigns & Target Groups

New Campaigns and Create Campaign apps in the CRM group, plus a new Target Groups definition page in the configuration. Target groups can include prospects from existing business partners, external lists, and potential customers and vendors.

New Calendar App

View and manage activities and service calls in day, work week, week, and month views for one or multiple users. Create and update activities via drag-and-drop, with search, filters, sharing, and quick views – available in CRM, Service, and Human Resources, and from the home page.

Enhanced Email Activities

Email-type activities now support To/Cc/Bcc per recipient, attachments sent directly with the email, and priority mapping to email importance. With Microsoft 365 integration, emails are sent via your bound Microsoft 365 account.

Business Partner Enhancements

Three new apps for business partner internal reconciliations: create, view applied transactions, and cancel reconciliations. The business partner detailed view gains new accounting fields: Block Dunning Letters, Dunning Level, Dunning Date, and Connected Vendor.

New Sales & Purchasing Wizards

The new Dunning Wizard creates and sends dunning letters to customers with overdue payments and automatically creates service invoices for interest or fees. The Purchase Quotation Generation Wizard generates custom purchase quotations for multiple vendors, with preview, execution, and scheduling.

Document Enhancements in Sales & Purchasing

A new Installments dialog in A/R and A/P invoices, reserve invoices, and down payment invoices; sales orders copied directly to purchase requests, quotations, and orders; packing slips created and printed from sales orders; broker invoices from landed costs; PDFs with embedded XML document data; new Open Amount columns in list views; and a Call ID field plus editable UDFs in service calls.

Configuration & User-Defined Values

Formula-based UDVs can refresh automatically on events or field changes and cover additional objects. The Configuration app gains many new pages: Cash Flow Settings, Payment Methods, Payment Document Settings, Inventory Settings, QR Codes Settings, Calendar and Holiday Dates, a complete Human Resources group, a Policies tab, and Journal Entry settings. The Job Monitor adds filters for job source, run number, and user, payment terms can be set inactive, cash discounts can be based on posting, system, or document date, and dunning level data exports to Excel.

Usability Refinements

Add attachments via drag-and-drop, open tables in full-screen mode, keep adjusted column widths across sessions, extended multiple-language support marked by a globe icon, process maps with UDO-based and external business steps, service contract renewal notifications, and a reordered main menu with Accounting placed after Deposits.

Extensibility for the Web Client

AI samples for extension development with VS Code Copilot, URL APIs for around 30 additional objects, UI API enhancements (extended ChooseFromList, Grid scrollToRowIndex(), new ActiveView methods including translated i18n texts), and a VS Code plugin with 31 newly supported views, better build error handling, and new npm scripts.

A/R Down Payment Apps

The A/R Down Payment Requests and A/R Down Payment Invoices apps (including creation) are now available for additional localizations – view, create, edit, cancel, and copy down payments to other sales documents.

Reverse Charges for Sales Documents

When Reverse Charge is selected in sales document lines, the tax amount is reduced to zero while the tax rate remains. A Federal Tax ID on the Accounting tab is mandatory.

Withholding Tax in Document Drafts

Withholding tax can now be defined and managed in document drafts for sales and purchasing documents – in all localizations that support withholding tax.

Withholding Tax in Payments & Folio Numbers

Withholding tax can now be managed in incoming and outgoing payments, and a new Folio No. column in the list views of sales and purchasing documents combines folio number, POI, and letter.

Extended Employee Master Data

New fields on the Personal and Address tabs – including CPF, CRC Number, Accountant Responsible, Legal Representative, Qualification Code, NFe retrieval authorization, address types, and CNPJ in the branch assignment table.

Folio Number Assignment When Printing

When printing marketing documents, folio numbers can now be assigned and confirmed during the print process.

New Fields in Production Orders

A new Supplementary Code field enables user-defined alphanumeric document numbering (China), and a new Sequence Name field is populated automatically from the document numbering settings (India).

E-Invoicing Field Relocation

The Routing Code and Suffix fields have been moved to the Bill-to/Pay-to Address section on the Address tab of the Business Partner Master Data – for enhanced e-invoicing and e-reporting compliance.

DATEV Export & Tax Configuration

DATEV export now supports delta runs and the export of business partner and G/L account data. New configuration pages cover Sachverhalte L+L, Tax Settings, Tax Groups, Tax Code Determination, Withholding Tax Codes, and Tax Declaration Boxes – plus VAT number verification and a General Manager field in Company Details.

Exchange Rates for Reports

A new app maintains exchange rates for reporting purposes across multiple currencies and periods – with update, import, copy, and automatic population via selection criteria.

Cargo Tracking in Correction Invoices

A/R and A/P correction invoices with Intrastat-relevant items now support country-of-origin assignment via the Country of Origin – Assignment dialog box.

Open Interface Compliance

BP Name is now mandatory in marketing documents, and A/R invoices can no longer be canceled directly – a credit memo must be created instead, ensuring the Open Interface report is generated properly.

Plastic Packaging Tax & Tax Exemption Letters

New configuration and fields for the tax on non-reusable plastic packaging in the Item Master Data and in A/R, A/P, and inventory documents. Dedicated tax codes (tax type N3.5) determine tax exemption letter information and maximum amounts in A/R documents, with automatic population and correct assignment in electronic invoice XMLs.

Tax Settings & VAT Verification

Tax Settings, Tax Groups, Tax Code Determination, and Withholding Tax Codes are configurable in the Web Client, alongside new BAS Codes setup, VAT number verification, warehouse tax fields, and automatic payment adjustment with cash discount.

1099 Reporting Suite

The new 1099 Editing app updates 1099 values and amounts in A/P invoices. Additionally: 1099 opening balances in the configuration, a 1099 Amount field in outgoing payments, a Tax Type field in the Item Master Data, and complete tax settings including jurisdictions and the 1099 table.