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SAP Business One Essential Training

Offered By: LinkedIn Learning

Tags

SAP Courses Enterprise Resource Planning (ERP) Courses Inventory Management Courses Financial Management Courses

Course Description

Overview

Learn how to use SAP Business One, an enterprise resource planning (ERP) suite for small to medium businesses.

Syllabus

Introduction
  • SAP Business One for small to medium businesses
  • 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
  • The Golden Arrow
  • Posting periods
3. Essential Modules
  • Business partner
  • Sales orders
  • Delivery and A/R invoicing
  • Inventory
  • Purchasing
  • Banking
  • Financials
4. Navigation and User Functions
  • User permissions
  • Right-click menus
  • Relationship maps
  • Searching
5. Choosing the Modules You Need
  • 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
6. Reporting
  • Use B1 reports
  • Sort and filter reports
  • Selection criteria
  • Drag and relate
  • Crystal Reports in SAP B1
  • Run SQL reports
7. Output
  • Printing from SAP B1
  • Export SAP B1 to spreadsheets
  • Export Word and PDF files
  • Send a document by email or SMS
8. Customization
  • Reports and Form Settings
  • Modules and Form Settings
  • Write SQL reports
  • User-defined fields
Conclusion
  • Next steps

Taught by

Steven Lipton

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