Introduction
SAP Business One for small to medium businesses
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What you need to know
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Overview of the project
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1. Overview
What is SAP B1?
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Benefits and limitations of B1 to ERP and others
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How B1 is implemented
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A B1 implementation timeline
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User types and security
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Some basic accounting
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2. Get Started
Logging in
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Personal preferences
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Module organization
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Launching from the toolbar
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Navigation in modules
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Posting periods
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3. Modules: The Top 6
Business Partner
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Sales
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Inventory
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Purchasing
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Banking
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Financials
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4. Navigation and User Functions
User permissions
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The Golden Arrow
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Right click menus
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Relationship Map
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Searching
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5. Choosing the Modules You Need
What you need for your type of business
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System administrators: Administration
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Manufacturing: Production resources
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HR: Human resources
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Sales: CRM and Opportunities
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Service: Service call
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6. Reporting
Use B1 reports
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Sort and filter reports
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Selection criteria
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Drag and relate
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Crystal reports in SAP B1
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Run SQL reports
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7. Output
Printing from SAP B1
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Export SAP B1 to spreadsheets
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Export Word and PDF files
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Send a document by email or SMS
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8. Customization
Reports and form settings
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Modules and form settings
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Custom UI layout
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Write SQL reports
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User defined fields
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Add-ons
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Glossary_SAPBusinessOne_Essential.zip
(100 KB)