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In this course, you will learn :
- SAP Business One is an enterprise resource planning (ERP) tool built with small businesses in mind.
- To speed with the primary modules in Business One, including Sales, Purchasing, Banking, and Financials.
- How to customize modules and reports.
Syllabus:
- Introduction
- Buinesses
- What you need to know
- 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
- Posting periods
3. Modules: The Top 6
- Business Partner
- Sales
- Inventory
- Purchasing
- Banking
- Financials
4. Navigation and User Functions
- User permissions
- The Golden Arrow
- Right click menus
- Relationship Map
- Searching
5. Choosing the Modules You Need
- What you need for your type of business
- System administrators: Administration
- Manufacturing: Production resources
- HR: Human resources
- 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
- AP B1
- Export SAP B1 to spreadsheets
- Export Word and PDF files
- Send a document by email or SMS
8. Customization
- Settings
- Settings
- Custom UI layout
- Write SQL reports
- User defined fields
- Add-ons
