SAP Business One Essential Training

3h 2mBeginner2021-09-13

Authors

Steven Lipton

VP of Special Projects at Scientific Device Laboratory, Developer

Course details

Do you need a better way to manage the data you use for customer relationships, finances, and more? In this course, instructor Steven Lipton introduces you to SAP Business One (SAP B1), an ERP suite for small businesses. SAP B1 is a full data-management solution for everything from Sales, Purchasing, Finance, Inventory and production management. Steven explores the most popular ways businesses are using SAP B1, including essential modules, powerful user functions, reporting, customization, and more.

Skills covered

Small Business ManagementSAP ERPSAP SESmall Business and EntrepreneurshipEssential Training

Concepts

0. Introduction

01 - SAP Business One for small to medium businesses
02 - Overview of the project

1. Overview

03 - What is SAP B1
04 - Benefits and limitations of B1 to ERP and others
05 - How B1 is implemented
06 - A B1 implementation timeline
07 - User types and security
08 - Some basic accounting

2. Get Started

09 - Logging In
10 - Personal preferences
11 - Module organization
12 - Launching from the toolbar
13 - Navigation in modules
14 - The Golden Arrow
15 - Posting periods

3. Essential Modules

16 - Business partner
17 - Sales orders
18 - Delivery and A R invoicing
19 - Inventory
20 - Purchasing
21 - Banking
22 - Financials

4. Navigation and User Functions

23 - User permissions
24 - Right-click menus
25 - Relationship maps
26 - Searching

5. Choosing the Modules You Need

27 - What you need for your type of business
28 - System administrators - Administration module
29 - Manufacturing BOMs and production orders
30 - Manufacturing resource planning (MRP)
31 - HR - Human resources
32 - Sales - CRM and opportunities
33 - Service - Service call

6. Reporting

34 - Use B1 reports
35 - Sort and filter reports
36 - Selection criteria
37 - Drag and relate
38 - Crystal Reports in SAP B1
39 - Run SQL reports

7. Output

40 - Printing from SAP B1
41 - Export SAP B1 to spreadsheets
42 - Export Word and PDF files
43 - Send a document by email or SMS

8. Customization

44 - Reports and Form Settings
45 - Modules and Form Settings
46 - Write SQL reports
47 - User-defined fields

Conclusion

48 - Next steps