Overview
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Learn how to use SAP Business One, an enterprise resource planning (ERP) suite for small to medium businesses.
Syllabus
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Introduction
- SAP Business One for small to medium businesses
- Overview of the project
- 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
- Logging In
- Personal preferences
- Module organization
- Launching from the toolbar
- Navigation in modules
- The Golden Arrow
- Posting periods
- Business partner
- Sales orders
- Delivery and A/R invoicing
- Inventory
- Purchasing
- Banking
- Financials
- User permissions
- Right-click menus
- Relationship maps
- Searching
- 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
- Use B1 reports
- Sort and filter reports
- Selection criteria
- Drag and relate
- Crystal Reports in SAP B1
- Run SQL reports
- Printing from SAP B1
- Export SAP B1 to spreadsheets
- Export Word and PDF files
- Send a document by email or SMS
- Reports and Form Settings
- Modules and Form Settings
- Write SQL reports
- User-defined fields
- Next steps
