SAP Business One Essential Training

Introduction

• SAP Business One for small to medium businesses
• Overview of the project

1. Overview

• What is SAP B1?
• Benefits and limitations of B1 to ERP and others
• How B1 is implemented
• A B1 implementation timeline
• User types and security
• Some basic accounting

2. Get Started

• Logging In
• Personal preferences
• Module organization
• Launching from the toolbar
• Navigation in modules
• The Golden Arrow
• Posting periods

3. Essential Modules

• Business partner
• Sales orders
• Delivery and A/R invoicing
• Inventory
• Purchasing
• Banking
• Financials

4. Navigation and User Functions

• User permissions
• Right-click menus
• Relationship maps
• Searching

5. Choosing the Modules You Need

• What you need for your type of business
• System administrators: Administration module
• Manufacturing BOMs and production orders
• Manufacturing resource planning (MRP)
• HR: Human resources
• Sales: CRM and opportunities
• Service: Service call

6. Reporting

• Use B1 reports
• Sort and filter reports
• Selection criteria
• Drag and relate
• Crystal Reports in SAP B1
• Run SQL reports

7. Output

• Printing from SAP B1
• Export SAP B1 to spreadsheets
• Export Word and PDF files
• Send a document by email or SMS

8. Customization

• Reports and Form Settings
• Modules and Form Settings
• Write SQL reports
• User-defined fields

Conclusion

• Next steps