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.
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Overview
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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