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SAP Business One Basics

SAP Business One Basics. Contents: What is SAP Business One? Integrated Processes in SAP Business One Getting Started with SAP Business One. Business Example.

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SAP Business One Basics

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  1. SAP Business One Basics Contents: • What is SAP Business One? • Integrated Processes in SAP Business One • Getting Started with SAP Business One

  2. Business Example • You are the managing director of a small company and want to implement a new software solution to make your business processes more efficient.You would like to learn more about SAP Business One and how you can use it to effectively run your business processes.

  3. Basics:Purpose In this unit, you will: • Define what is SAP Business One • Learn the advantages of integration in SAP Business One • Understand the document structure in SAP Business One • Create and change a document

  4. What is SAP Business One: Unit Overview Diagram SAP Business One Basics Topic 1: What is SAP Business One? Topic 2: Process Integration Topic 3: Getting Started

  5. What is SAP Business One? System Configuration Master data Service Marketing & Sales Outbound logistics Warehouse management Purchasing Inbound logistics Production Financial controlling

  6. SAP Business One: A True ERP System ! • SAP Business One is an ERP system. • Integrates business functions seamlessly • Uses master data to avoid duplication of data • Real time operation • Customizable to fit customer’s business processes Operations Executive Sales Sales x ? Services Finance 2380989 Operations Services Finance Analytics One Business. One System

  7. SAP Business One: Technology Easyto Use • End-to-end solution • Simple navigation • Fully integrated with Crystal Reports • Drill-down reporting • Drag&Relate • Integrated with Microsoft Office Client SDK Architecture • 2-tier client/server architecture ("fat client") • Win 32/64 based, C++ • Microsoft SQL Server • Version check Server B1 Integration Platform Flexible • Easy to configure • Forms • Queries • User-defined fields • User-defined values for searches SDK Services Data base Mail Backup RSP Interfaces • SDK (programming interface for VB, C/C++, Java) • B1 Integration Platform (B1iSN)

  8. Where do I Find Additional Information? Education Partnering with SAP • Partnerships • Certification Process • ... • Download of Training Material • Online Training • ... SAP Channel Partner Portal Service & Support Marketing & Sales • Marketing Resources • Sales Tools • Competitive Information • ... • Upgrades & Patches • Support Center • License Key Request • ... Solution Development Solutions • Software Development Kit • Release Planning • Features and Functions • ...

  9. What is Business One: Topic Summary Key points from the topic: • SAP Business One is an enterprise resource planning application (ERP) specifically designed for small business • It uses a two tier client/server architecture • Integration processes can be implemented between companies and systems as well. • The Channel Partner Portal provides the best source for up-to-date information on SAP Business One and support available from SAP.

  10. Process Integration: Unit Overview Diagram SAP Business One Basics Topic 1: What is SAP Business One? Topic 2: Process Integration Topic 3: Getting Started

  11. SAP Business One - Integration System Configuration Master data Service Marketing & Sales Outbound logistics Warehouse management Purchasing Inbound logistics Production Financial controlling

  12. SAP Business One: Process Integration Sales Process MRP Process Purchasing process Production Process Service process

  13. Demo and Discussion of Process Integration

  14. Process Integration: Topic Summary Key points from the Process Integration topic: • Basic processes in SAP Business One include: • Purchasing • Sales • Inventory • Production • Service

  15. Getting Started: Unit Overview Diagram SAP Business One Basics Topic 1: What is SAP Business One? Topic 2: Process Integration Topic 3: Getting Started

  16. Choose Company Main Menu Company OEC Computers Sales manager Modules Drag & Relate My Menu Administration Financials Sales Opportunities Sales – A/R Purchasing – A/P Business Partners Banking Inventory Production MRP Service Human Resources Reports User Administration Choose Company Server Company Databases

  17. Menu Bar and Toolbar Menu Bar File Goto Window Help View Edit Data Modules Tools Toolbar For navigating between data records General Find Print Preview Export to MS-EXCEL Print Add Export to MS-WORD Send E-mail Export to PDF First Data Record Send SMS Launch Application Previous Record Send Fax Lock Screen Next Record Last Data Record

  18. Functions in a Form Selection List Business Partner Master Data Dropdown List Customer Link Arrow Code Name Currencies Ctrl+Double-Click Original Description: New Description: Tel 1 Tel 2 Mobile Phone Fax Email Mobile Phone ? Bold Italics

  19. Personalize windows and settings Main Menu OEC Computers Sales Manager My Menu Drag & Relate Modules Forms Reports Queries Links User-defined Shortcuts User-defined Menu Customize Allocation List Shortcut Current Window F2 Module Window Purchase Order Goods Receipt PO Goods Return A/P Down Payment Request A/P Down Payment Invoice A/P Invoice A/P Credit Memo A/P Reserve Invoice Landed Costs Document Printing Purchasing Reports Administration Financials Sales Opportunities Sales – A/R Purchasing – A/P Business Partners Banking Inventory Production MRP Service OK Cancel Allocate Remove

  20. Customize Main Menu Main Menu OEC Computers Sales manager Modules Drag & Relate My Menu Form Settings – Main Menu Administration Financials Sales Opportunities Sales – A/R Purchasing – A/P Business Partners Banking Inventory Production MRP Service Human Resources Reports Menu Item Visible Administration Financials Sales /AR ... Manually choose the menu items you want to display. Apply Authorizations Display only modules and menu items the user is authorized for.

  21. Master Data Concept Business Partners • Addresses • Payment Terms • Price lists • Control Account Items • Inventory Accounts • Warehouses • Item Groups • Item Properties • Price lists

  22. Common Data Structure for Marketing Documents GeneralDocument Data Business Partner Name Contact Person No. Status Posting Date Contents Logistics Accounting Document Content Item/Service Ship to Pay to Shipping Type … 1 Quantity Item/Cat. No. 2 Journal Remark Payment Terms Tax Information General Information (Footer) Total Before Disc. % Discount … Total Payment Due Buyer/Sales Person Remarks

  23. Row Type in Sales and Purchasing Documents Contents Select Type Item No. Item Description Quantity Price Total (LC) A1005 Color Printer 1 14,76 214,76 A1006 Ink Jet Printer 1 19,99 99,95 T The item A1006 will be sold out soon! SSubtotal Printers 314,71 A1001 Black Cartridge 10 7,50 75,00 Form Settings-Table Format A1006 Color Cartridge 10 9,10 91,00 SSubtotal Cartridges 166,00 Total before Discount 480,71 In the documents of Sales and Purchasing, you can choose the row’s type.

  24. Online Help and System Messages • Online Help • Context-sensitive help • Field Level Help • Description of symptoms and solutions • Task-oriented resolution descriptions • System Message Log • Errors, warnings and information • Message history • Direct links to relevant help sections

  25. Drag&Relate SAP Business One OEC Computers manager Item Master Data Drag and Relate M00001 Item Number Sales / AR Mouse Pad Description Sales Quotation Foreign Descrip. Sales Quotation Details Items Item Type Accessories Item Group Sales Order Price List 01 Purchase Price List Sales Order Details Delivery Delivery Details Returns Return Details A/R Invoice A/R Invoices Details A/R Credit Memo A/R Credit Memo Details List of all quotations for item M00001

  26. Display Parameters • Language • Color • Default Length Unit • Default Weight Unit • Date Format, Date Separator • Time Format • Display Currencies on the Right • Decimal Places, Decimal Separator, and Thousands Separator

  27. Getting Started: Topic Summary Key points from this topic: • Users can navigate using standard or personalized menus. • You can assign function keys to commonly-used transactions • System information and help files are available on every screen • Marketing documents share a similar structure in sales and purchasing • Drag&Relate gives users an ability to execute dynamic queries by linking two business objects

  28. Exercises for Getting Started

  29. Basics: Unit Summary You should now be able to: • Define SAP Business One • Explain the advantages of integration in SAP Business One • Understand document structure in SAP Business One • Create and change a document

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