SAP Business One: Business User Guide

· ... Foreword from Finn Backer ... 17

· ... Foreword from Geoff Scott ... 19

· ... Preface ... 21

· ... Target Audience ... 22

· ... The Objective and Structure of This Book ... 23

· ... Acknowledgments ... 24

· 1 ... Navigation and Design ... 27

· 1.1 ... Logging In ... 27

· 1.2 ... Menu and General Structure ... 29

· 1.3 ... Printing ... 48

· 1.4 ... Previewing ... 49

· 1.5 ... Cockpits, Widgets, and Dashboards ... 50

· 1.6 ... SAP Business One, Version for SAP HANA ... 52

· 2 ... Administration ... 53

· 2.1 ... Choosing a Company ... 53

· 2.2 ... Approval Procedures ... 55

· 2.3 ... Alerts Management ... 64

· 3 ... Financials ... 69

· 3.1 ... Chart of Accounts ... 69

· 3.2 ... Account Code Generator ... 76

· 3.3 ... Journal Entries ... 79

· 3.4 ... Journal Vouchers ... 82

· 3.5 ... Posting Templates ... 85

· 3.6 ... Recurring Postings ... 86

· 3.7 ... Reverse Transactions ... 89

· 3.8 ... Exchange Rate Differences ... 90

· 3.9 ... Conversion Differences ... 91

· 3.10 ... 1099 Editing ... 91

· 3.11 ... Financial Report Templates ... 93

· 3.12 ... Document Printing ... 95

· 3.13 ... Journal Voucher Report ... 96

· 3.14 ... Fixed Assets ... 97

· 3.15 ... Internal Reconciliation ... 110

· 3.16 ... Budget Setup ... 112

· 3.17 ... Cost Accounting ... 116

· 3.18 ... Financial Reports ... 119

· 4 ... Opportunities ... 131

· 4.1 ... Opportunity ... 132

· 4.2 ... Opportunity Reports ... 146

· 5 ... Sales (A/R) ... 163

· 5.1 ... Sales Process ... 164

· 5.2 ... Document Generation Wizard ... 188

· 5.3 ... Recurring Transactions ... 196

· 5.4 ... Document Printing ... 199

· 5.5 ... Dunning Wizard ... 202

· 5.6 ... Gross Profit Recalculation Wizard ... 208

· 5.7 ... Sales Reports ... 208

· 6 ... Purchasing (A/P) ... 225

· 6.1 ... Purchasing Process ... 225

· 6.2 ... Recurring Transactions and Templates ... 240

· 6.3 ... Landed Costs ... 245

· 6.4 ... Procurement Confirmation Wizard ... 253

· 6.5 ... Purchase Quotation Generation Wizard ... 258

· 6.6 ... Document Printing ... 263

· 6.7 ... Purchasing Reports ... 265

· 7 ... Business Partners ... 277

· 7.1 ... Business Partner Master Data ... 278

· 7.2 ... Activity ... 308

· 7.3 ... Campaigns ... 315

· 7.4 ... Internal Reconciliation ... 320

· 7.5 ... Business Partner Reports ... 324

· 8 ... Banking ... 331

· 8.1 ... Incoming Payments ... 331

· 8.2 ... Deposits ... 342

· 8.3 ... Outgoing Payments ... 347

· 8.4 ... Payment Wizard ... 359

· 8.5 ... Bank Statements and External Reconciliations ... 370

· 8.6 ... Document Printing ... 375

· 8.7 ... Check Number Confirmation ... 378

· 8.8 ... Banking Reports ... 382

· 9 ... Inventory ... 391

· 9.1 ... Item Master Data ... 391

· 9.2 ... Bar Codes ... 403

· 9.3 ... Document Printing ... 404

· 9.4 ... Bin Locations ... 406

· 9.5 ... Item Management ... 413

· 9.6 ... Inventory Transactions ... 417

· 9.7 ... Price Lists ... 432

· 9.8 ... Pick and Pack ... 441

· 9.9 ... Inventory Reports ... 444

· 10 ... Resources ... 459

· 10.1 ... Resource Master Data ... 459

· 10.2 ... Resource Capacity ... 468

· 10.3 ... Set Daily Internal Capacities ... 474

· 11 ... Production ... 477

· 11.1 ... Bills of Materials ... 477

· 11.2 ... Production Orders ... 482

· 11.3 ... Procurement Confirmation Wizard ... 489

· 11.4 ... Receipt from Production ... 496

· 11.5 ... Issue for Production ... 498

· 11.6 ... Update Parent Items Globally ... 501

· 11.7 ... Production Cost Recalculation ... 502

· 11.8 ... Component Management ... 504

· 11.9 ... Production Standard Cost Management ... 507

· 11.10 ... Production Reports ... 511

· 12 ... MRP ... 515

· 12.1 ... Planning Master Data ... 515

· 12.2 ... Forecasts ... 518

· 12.3 ... MRP Wizard ... 522

· 12.4 ... Order Recommendations ... 534

· 13 ... Service ... 537

· 13.1 ... Service Calls ... 537

· 13.2 ... Equipment Cards ... 545

· 13.3 ... Service Contracts ... 549

· 13.4 ... The Solutions Knowledge Base ... 556

· 13.5 ... Service Reports ... 558

· 14 ... Human Resources ... 565

· 14.1 ... Employee Master Data ... 565

· 14.2 ... Time Sheet ... 576

· 14.3 ... Human Resources Reports ... 579

· 15 ... Projects ... 583

· 15.1 ... Setting Up and Initializing Project Management ... 585

· 15.2 ... Creating and Managing Projects ... 586

· 15.3 ... Project Reports ... 599

· 16 ... Reporting ... 605

· 16.1 ... Queries ... 605

· 16.2 ... Drag and Relate ... 626

· 16.3 ... Print Layout Designer ... 630

· 16.4 ... SAP Crystal Report Designer ... 631

· 16.5 ... Integration with Microsoft Excel ... 656

· 17 ... Mobile ... 661

· 17.1 ... SAP Business One Mobile Application ... 661

· 17.2 ... SAP Business One Web Client ... 663

· 17.3 ... SAP Business One Sales Mobile App ... 665

· ... Appendices ... 667

· A ... Supplemental Materials ... 667

· B ... The Authors ... 673

· ... Index ... 679