SAP Business One: Business User Guide
2nd Edition
Published on 30. January 2022
Book
Hardback
704 pages
978-1-4932-2207-0 (ISBN)
Description
Calling all SAP Business One users! Your must-have handbook is here. Now updated for SAP Business One 10.0, this bestselling guide has the expertise you need to keep your business running smoothly. Whether you're a new hire or a super user, get step-by-step instructions for your core processes, from purchasing and manufacturing to sales and financials. Master the tools and transactions that keep you focused on business outcomes and improved KPIs. This book is what you've been waiting for: the key to doing your job better in SAP Business One.
Highlights Include:
1) Administration
2) Financials and banking
3) Sales and purchasing
4) Inventory management
5) Resource management
6) Production and MRP
7) Human resources
8) Project management
9) Reporting and analytics
10) Mobile
11) SAP HANA and SQL versions
12) Cloud and on-premise systems
More details
Other editions
Previous edition
Carl Britton Lewis | Andres Castrillon | Derin Hildebrandt
SAP Business One: Business User Guide
Book
12/2016
1st Edition
SAP PRESS
€69.95
Article exhausted; check for reprint
Persons
Author
Carl Britton Lewis is the chief SAP Business One ambassador for Vision33, the largest reseller of SAP Business One globally. For many years, Carl has been a global influencer working to enhance the experience of every customer and user of SAP Business One. Due in part to his work as the program chair for the SAP Business One Special Interest Group (SIG) for the Americas' SAP Users' Group (ASUG), Carl's professional endeavors extend beyond Vision33's more than 700 SAP Business One customers. It has been Carl's personal mission to create and grow the SAP Business One Summit, now an annual ASUG-driven event where more than 500 attendees from SAP, customers, resellers, and software solution providers gather for education and networking. He served as the first chairman of the North America Partner Advisory Council, which consists of the most significant SAP Business One resellers in North America. No longer the chairman, Carl remains an active member of the council.
Juanita Karan is the SAP Business One delivery manager at Vision33. She graduated from Louisiana State University with a degree in finance and has been working in corporate finance since 2009. Using her extensive financial background, she became an SAP Business One consultant; she now implements SAP Business One for manufacturing companies.
Keith Taylor is the president and co-owner of Long Business Systems, Inc. (LBSi), a leading reseller/VAR of SAP Business One and a developer of several enhancements for SAP Business One including ShipVia LBSi Freight Optimizer, Advanced Manufacturing and Material Planning (AMMP), Warehouse Management Solution (WMS), and Labor Tracking Solution (LTS). Keith is a manufacturing and distribution professional whose background includes more than 22 years with a large manufacturer/distributor, where he held several positions, including marketing manager and vice president of materials and purchasing. At LBSi, Keith has managed hundreds of projects, including business process reviews and optimizations, implementations, upgrades, customizations, and training.
Content
... Foreword from Rainer Zinow ... 19
... Foreword from Geoff Scott ... 21
... Preface ... 23
... Scope and Objective ... 23
... Target Audience ... 2
4
... Acknowledgments ... 24
1 ... Navigation and Design ... 27
1.1 ... Logging In ... 27
1.2 ... Menu and General Structure ... 29
1.3 ... Printing ... 47
1.4 ... Previewing ... 47
1.5 ... Cockpits, Widgets, and Dashboards ... 49
1.6 ... Versions for SAP HANA and SQL ... 50
1.7 ... Web Client ... 50
1.8 ... Summary ... 64
2 ... Administration ... 67
2.1 ... Choosing a Company ... 67
2.2 ... Approval Procedures ... 69
2.3 ... Alert Management ... 76
2.4 ... Summary ... 80
3 ... Financials ... 83
3.1 ... Accounts Management ... 83
3.2 ... Financial Transactions ... 123
3.3 ... Financial Reports ... 132
3.4 ... Summary ... 143
4 ... Opportunities ... 145
4.1 ... Opportunity Management ... 146
4.2 ... Opportunity Reports ... 158
4.3 ... Summary ... 171
5 ... Sales (A/R) ... 173
5.1 ... Sales Process ... 174
5.2 ... Reference Document Linking ... 195
5.3 ... Document Generation Wizard ... 196
5.4 ... Recurring Transactions ... 202
5.5 ... Document Printing ... 205
5.6 ... Dunning Wizard ... 208
5.7 ... Gross Profit Recalculation Wizard ... 213
5.8 ... Sales Reports ... 213
5.9 ... Summary ... 227
6 ... Purchasing (A/P) ... 229
6.1 ... Purchasing Process ... 229
6.2 ... Reference Document Linking ... 242
6.3 ... Recurring Transactions and Templates ... 242
6.4 ... Landed Costs ... 246
6.5 ... Procurement Confirmation Wizard ... 253
6.6 ... Purchase Quotation Generation Wizard ... 257
6.7 ... Document Printing ... 261
6.8 ... Purchasing Reports ... 263
6.9 ... Summary ... 272
7 ... Business Partners ... 273
7.1 ... Business Partner Master Data ... 274
7.2 ... Activities ... 303
7.3 ... Campaigns ... 309
7.4 ... Internal Reconciliation ... 314
7.5 ... Business Partner Reports ... 318
7.6 ... Summary ... 322
8 ... Banking ... 323
8.1 ... Incoming Payments ... 323
8.2 ... Deposits ... 333
8.3 ... Outgoing Payments ... 338
8.4 ... Payment Wizard ... 350
8.5 ... Bank Statements and External Reconciliations ... 360
8.6 ... Document Printing ... 364
8.7 ... Check Number Confirmation ... 367
8.8 ... Banking Reports ... 370
8.9 ... Summary ... 376
9 ... Inventory ... 377
9.1 ... Item Master Data ... 377
9.2 ... Bar Codes ... 388
9.3 ... Document Printing ... 389
9.4 ... Bin Locations ... 392
9.5 ... Item Management ... 399
9.6 ... Inventory Transactions ... 402
9.7 ... Price Lists ... 416
9.8 ... Pick and Pack ... 425
9.9 ... Inventory Reports ... 428
9.10 ... Summary ... 448
10 ... Resources ... 449
10.1 ... Resource Master Data ... 449
10.2 ... Resource Capacity ... 458
10.3 ... Summary ... 466
11 ... Production ... 467
11.1 ... Bills of Materials ... 467
11.2 ... Production Orders ... 472
11.3 ... Procurement Confirmation Wizard ... 478
11.4 ... Receipt from Production ... 484
11.5 ... Issue for Production ... 486
11.6 ... Update Parent Items Globally ... 488
11.7 ... Production Cost Recalculation ... 490
11.8 ... Component Management ... 491
11.9 ... Production Standard Cost Management ... 494
11.10 ... Production Reports ... 498
11.11 ... Summary ... 500
12 ... Material Requirements Planning ... 501
12.1 ... Planning Master Data ... 501
12.2 ... Forecasts ... 503
12.3 ... MRP Wizard ... 507
12.4 ... Order Recommendations ... 517
12.5 ... Summary ... 520
13 ... Service ... 521
13.1 ... Service Calls ... 521
13.2 ... Equipment Cards ... 528
13.3 ... Service Contracts ... 531
13.4 ... The Solutions Knowledge Base ... 538
13.5 ... Service Reports ... 539
13.6 ... Summary ... 546
14 ... Human Resources ... 549
14.1 ... Employee Master Data ... 549
14.2 ... Time Sheet ... 560
14.3 ... Human Resources Reports ... 562
14.4 ... Summary ... 565
15 ... Project Management ... 567
15.1 ... Project Setup ... 567
15.2 ... Project Management ... 568
15.3 ... Project Reports ... 580
15.4 ... Summary ... 585
16 ... Reporting ... 587
16.1 ... Queries ... 587
16.2 ... Drag & Relate ... 607
16.3 ... Print Layout Designer ... 611
16.4 ... SAP Crystal Reports Designer ... 611
16.5 ... Integration with Microsoft Excel ... 632
16.6 ... Summary ... 636
17 ... SAP HANA Reporting and Analytics ... 637
17.1 ... The User Experience ... 637
17.2 ... Real-Time Apps ... 644
17.3 ... Analytics ... 663
17.4 ... Summary ... 680
18 ... Mobile ... 681
18.1 ... Mobile Application ... 681
18.2 ... Web Clients ... 683
18.3 ... Sales Mobile App ... 685
18.4 ... Service Mobile App ... 687
18.5 ... Summary ... 689
... Appendices ... 691
A ... Recommended Resources ... 691
B ... The Authors ... 693
... Index ... 695
... Foreword from Geoff Scott ... 21
... Preface ... 23
... Scope and Objective ... 23
... Target Audience ... 2
4
... Acknowledgments ... 24
1 ... Navigation and Design ... 27
1.1 ... Logging In ... 27
1.2 ... Menu and General Structure ... 29
1.3 ... Printing ... 47
1.4 ... Previewing ... 47
1.5 ... Cockpits, Widgets, and Dashboards ... 49
1.6 ... Versions for SAP HANA and SQL ... 50
1.7 ... Web Client ... 50
1.8 ... Summary ... 64
2 ... Administration ... 67
2.1 ... Choosing a Company ... 67
2.2 ... Approval Procedures ... 69
2.3 ... Alert Management ... 76
2.4 ... Summary ... 80
3 ... Financials ... 83
3.1 ... Accounts Management ... 83
3.2 ... Financial Transactions ... 123
3.3 ... Financial Reports ... 132
3.4 ... Summary ... 143
4 ... Opportunities ... 145
4.1 ... Opportunity Management ... 146
4.2 ... Opportunity Reports ... 158
4.3 ... Summary ... 171
5 ... Sales (A/R) ... 173
5.1 ... Sales Process ... 174
5.2 ... Reference Document Linking ... 195
5.3 ... Document Generation Wizard ... 196
5.4 ... Recurring Transactions ... 202
5.5 ... Document Printing ... 205
5.6 ... Dunning Wizard ... 208
5.7 ... Gross Profit Recalculation Wizard ... 213
5.8 ... Sales Reports ... 213
5.9 ... Summary ... 227
6 ... Purchasing (A/P) ... 229
6.1 ... Purchasing Process ... 229
6.2 ... Reference Document Linking ... 242
6.3 ... Recurring Transactions and Templates ... 242
6.4 ... Landed Costs ... 246
6.5 ... Procurement Confirmation Wizard ... 253
6.6 ... Purchase Quotation Generation Wizard ... 257
6.7 ... Document Printing ... 261
6.8 ... Purchasing Reports ... 263
6.9 ... Summary ... 272
7 ... Business Partners ... 273
7.1 ... Business Partner Master Data ... 274
7.2 ... Activities ... 303
7.3 ... Campaigns ... 309
7.4 ... Internal Reconciliation ... 314
7.5 ... Business Partner Reports ... 318
7.6 ... Summary ... 322
8 ... Banking ... 323
8.1 ... Incoming Payments ... 323
8.2 ... Deposits ... 333
8.3 ... Outgoing Payments ... 338
8.4 ... Payment Wizard ... 350
8.5 ... Bank Statements and External Reconciliations ... 360
8.6 ... Document Printing ... 364
8.7 ... Check Number Confirmation ... 367
8.8 ... Banking Reports ... 370
8.9 ... Summary ... 376
9 ... Inventory ... 377
9.1 ... Item Master Data ... 377
9.2 ... Bar Codes ... 388
9.3 ... Document Printing ... 389
9.4 ... Bin Locations ... 392
9.5 ... Item Management ... 399
9.6 ... Inventory Transactions ... 402
9.7 ... Price Lists ... 416
9.8 ... Pick and Pack ... 425
9.9 ... Inventory Reports ... 428
9.10 ... Summary ... 448
10 ... Resources ... 449
10.1 ... Resource Master Data ... 449
10.2 ... Resource Capacity ... 458
10.3 ... Summary ... 466
11 ... Production ... 467
11.1 ... Bills of Materials ... 467
11.2 ... Production Orders ... 472
11.3 ... Procurement Confirmation Wizard ... 478
11.4 ... Receipt from Production ... 484
11.5 ... Issue for Production ... 486
11.6 ... Update Parent Items Globally ... 488
11.7 ... Production Cost Recalculation ... 490
11.8 ... Component Management ... 491
11.9 ... Production Standard Cost Management ... 494
11.10 ... Production Reports ... 498
11.11 ... Summary ... 500
12 ... Material Requirements Planning ... 501
12.1 ... Planning Master Data ... 501
12.2 ... Forecasts ... 503
12.3 ... MRP Wizard ... 507
12.4 ... Order Recommendations ... 517
12.5 ... Summary ... 520
13 ... Service ... 521
13.1 ... Service Calls ... 521
13.2 ... Equipment Cards ... 528
13.3 ... Service Contracts ... 531
13.4 ... The Solutions Knowledge Base ... 538
13.5 ... Service Reports ... 539
13.6 ... Summary ... 546
14 ... Human Resources ... 549
14.1 ... Employee Master Data ... 549
14.2 ... Time Sheet ... 560
14.3 ... Human Resources Reports ... 562
14.4 ... Summary ... 565
15 ... Project Management ... 567
15.1 ... Project Setup ... 567
15.2 ... Project Management ... 568
15.3 ... Project Reports ... 580
15.4 ... Summary ... 585
16 ... Reporting ... 587
16.1 ... Queries ... 587
16.2 ... Drag & Relate ... 607
16.3 ... Print Layout Designer ... 611
16.4 ... SAP Crystal Reports Designer ... 611
16.5 ... Integration with Microsoft Excel ... 632
16.6 ... Summary ... 636
17 ... SAP HANA Reporting and Analytics ... 637
17.1 ... The User Experience ... 637
17.2 ... Real-Time Apps ... 644
17.3 ... Analytics ... 663
17.4 ... Summary ... 680
18 ... Mobile ... 681
18.1 ... Mobile Application ... 681
18.2 ... Web Clients ... 683
18.3 ... Sales Mobile App ... 685
18.4 ... Service Mobile App ... 687
18.5 ... Summary ... 689
... Appendices ... 691
A ... Recommended Resources ... 691
B ... The Authors ... 693
... Index ... 695