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SAP Learning

Implementing Customization Tools and Analytics in SAP Business One, Web Client

via SAP Learning

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Overview

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This course is for business users and consultants who want to learn how to utilize integrated Microsoft applications, user-defined elements and powerful analytic tools offered in the SAP Business One, Web client.

Syllabus

  • Integrating SAP Business One, Web Client with Microsoft Applications
    • Integrating SAP Business One, Web Client with Microsoft Teams
    • Binding SAP Business One, Web Client with Microsoft 365
    • Emailing Documents from SAP Business One, Web Client
    • Sending Meeting Requests from SAP Business One, Web Client
    • Integrating SAP Business One, Web Client with Microsoft Applications
  • Managing the Approval Process
    • Setting up the Approval Process
    • Navigating the Approval Process
    • Managing the Approval Process
  • Customizing User-Defined Fields, Tables, Objects, and Values
    • Exploring User-Defined Fields, Tables, Objects, and Values
    • Customizing Field Values with a Filtered List
    • Customizing Field Values with a Mathematical Formula
    • Customizing Field Values with a Logical Formula
    • Using the Central Management View to Manage UDVs
    • Customizing User-Defined Fields, Tables, Objects, and Values
  • Leveraging the List View and General Overview in SAP Business One, Web Client Analytics
    • Utilizing the List View as a Key Analytical Tool
    • Leveraging the Date Offset
    • Using Date Aggregation for Different Views
    • Discovering Analytics in the General Overview
    • Creating a Formula KPI in a Tile or Card
    • Leveraging the List View and General Overview in SAP Business One, Web Client Analytics
  • Tailoring Analytics to Selected Objects in SAP Business One, Web Client
    • Linking Views to Selected Objects
    • Creating and Linking User-Defined Queries (UDQs) in SAP Business One, Web Client
    • Exporting and Importing Selected Views
    • Tailoring Analytics to Selected Objects in SAP Business One, Web Client

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