Name: SAP Business One: Business User Guide
Brand: SAP
SKU: BOOK-SAPPRESS-EBOOK-2022-9781493222087

Language

🇺🇸 English

Publisher SAP PRESS

Year / Edition 2022 / 2

Pages 704

Authors Carl Britton Lewis, Juanita Karan, Keith Taylor

SAP Business One: Business User Guide

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.

Your comprehensive guide to business operations with SAP Business One
Step-by-step instructions for financials, manufacturing, sales, and more
Expert guidance for leveraging SAP Business One analytics
2nd edition, updated and revised

You'll learn about:

Login and Navigation:
Get comfortable navigating your SAP Business One system. Learn how to use the menus, transactions, cockpits, and dashboards to put data into—and get more insight out of—your system.
Business Processes:
Perform your daily tasks for financials, banking, sales, services, purchasing, inventory, resource management, production, MRP, HR, and project management processes. Apply best practices and avoid time-consuming setbacks with help from the experts.
Reporting and Analytics:
Get the most out of your data! Run queries and create reports in each SAP Business One module. Then dive into new analytics capabilities in the SAP HANA version.

Key Highlights:

Financials and banking
Sales and purchasing
Inventory management
Resource management
Production and MRP
Human resources
Project management
Reporting and analytics
Administration
Mobile
SAP HANA and SQL versions
Cloud and on-premise systems

View Full Table of Contents

Foreword from Rainer Zinow
Foreword from Geoff Scott
Preface
- Scope and Objective
- Target Audience
- Acknowledgments
1 Navigation and Design
- 1.1 Logging In
- 1.2 Menu and General Structure
  - 1.2.1 Main Menu
  - 1.2.2 Menu Bar
  - 1.2.3 Toolbar
  - 1.2.4 Document Screen Design
  - 1.2.5 Right-Click Context-Sensitive Menu
  - 1.2.6 You Can Also Menu
- 1.3 Printing
- 1.4 Previewing
- 1.5 Cockpits, Widgets, and Dashboards
- 1.6 Versions for SAP HANA and SQL
- 1.7 Web Client
- 1.8 Summary
2 Administration
- 2.1 Choosing a Company
- 2.2 Approval Procedures
- 2.3 Alert Management
- 2.4 Summary
3 Financials
- 3.1 Accounts Management
  - 3.1.1 Chart of Accounts
  - 3.1.2 Account Code Generator
  - 3.1.3 Posting Periods
  - 3.1.4 Posting Templates
  - 3.1.5 Recurring Postings
  - 3.1.6 Exchange Rate Differences
  - 3.1.7 Conversion Differences
  - 3.1.8 Financial Report Templates
  - 3.1.9 Document Printing
  - 3.1.10 Journal Voucher Report
  - 3.1.11 1099 Editing
  - 3.1.12 Budget Setup
  - 3.1.13 Cost Accounting
  - 3.1.14 Fixed Assets
- 3.2 Financial Transactions
  - 3.2.1 Journal Entries
  - 3.2.2 Journal Vouchers
  - 3.2.3 Reverse Transactions
  - 3.2.4 Internal Reconciliation
- 3.3 Financial Reports
  - 3.3.1 Balance Sheets
  - 3.3.2 Trial Balances
  - 3.3.3 Profit and Loss Statements
  - 3.3.4 Aging Reports
- 3.4 Summary
4 Opportunities
- 4.1 Opportunity Management
  - 4.1.1 Potential Tab
  - 4.1.2 General Tab
  - 4.1.3 Stages Tab
  - 4.1.4 Partners Tab
  - 4.1.5 Competitors Tab
  - 4.1.6 Attachments Tab
  - 4.1.7 Summary Tab
  - 4.1.8 Footer Buttons
- 4.2 Opportunity Reports
  - 4.2.1 Onscreen Reporting
  - 4.2.2 Opportunities Forecast Report
  - 4.2.3 Opportunity Forecast Over Time Report
  - 4.2.4 Opportunities Statistics Report
  - 4.2.5 Opportunities Report
  - 4.2.6 Stage Analysis Report
  - 4.2.7 Information Source Distribution Over Time Report
  - 4.2.8 Won Opportunities Report
  - 4.2.9 Lost Opportunities Report
  - 4.2.10 My Open Opportunities Report
  - 4.2.11 My Closed Opportunities Report
  - 4.2.12 Opportunities Pipeline Report
- 4.3 Summary
5 Sales (A/R)
- 5.1 Sales Process
  - 5.1.1 Sales Blanket Agreement
  - 5.1.2 Sales Quotation
  - 5.1.3 Sales Order
  - 5.1.4 Delivery
  - 5.1.5 Return Request and Return Document
  - 5.1.6 A/R Down Payment Invoice
  - 5.1.7 A/R Invoice
  - 5.1.8 A/R Invoice and Payment
  - 5.1.9 A/R Credit Memo
  - 5.1.10 A/R Reserve Invoice
- 5.2 Reference Document Linking
- 5.3 Document Generation Wizard
- 5.4 Recurring Transactions
  - 5.4.1 Recurring Transactions Templates
  - 5.4.2 Executing Recurring Transactions
- 5.5 Document Printing
- 5.6 Dunning Wizard
- 5.7 Gross Profit Recalculation Wizard
- 5.8 Sales Reports
  - 5.8.1 Open Items List Report
  - 5.8.2 Document Drafts Report
  - 5.8.3 Sales Analysis Tool
  - 5.8.4 Backorder Report
  - 5.8.5 Blanket Agreement Fulfillment Report
  - 5.8.6 Specialized Reports
- 5.9 Summary
6 Purchasing (A/P)
- 6.1 Purchasing Process
  - 6.1.1 Purchase Request
  - 6.1.2 Purchase Blanket Agreements
  - 6.1.3 Purchase Quotation
  - 6.1.4 Purchase Order
  - 6.1.5 Goods Receipt Purchase Order
  - 6.1.6 Goods Return Request
  - 6.1.7 Goods Return
  - 6.1.8 A/P Down Payment Invoice
  - 6.1.9 A/P Invoice
  - 6.1.10 A/P Credit Memo
  - 6.1.11 A/P Reserve Invoice
- 6.2 Reference Document Linking
- 6.3 Recurring Transactions and Templates
- 6.4 Landed Costs
  - 6.4.1 Items Tab
  - 6.4.2 Costs Tab
  - 6.4.3 Vendors Tab
  - 6.4.4 Details Tab
  - 6.4.5 General Tab
  - 6.4.6 Attachments Tab
- 6.5 Procurement Confirmation Wizard
- 6.6 Purchase Quotation Generation Wizard
- 6.7 Document Printing
- 6.8 Purchasing Reports
  - 6.8.1 Open Items List Report
  - 6.8.2 Document Drafts Report
  - 6.8.3 Purchase Analysis Report
  - 6.8.4 Purchase Request Report
  - 6.8.5 Blanket Agreement Fulfillment Report
- 6.9 Summary
7 Business Partners
- 7.1 Business Partner Master Data
  - 7.1.1 Adding Business Partner Master Data
  - 7.1.2 Removing Business Partners
  - 7.1.3 Displaying and Updating Business Partners
  - 7.1.4 Basic Data
  - 7.1.5 General Tab
  - 7.1.6 Contact Persons Tab
  - 7.1.7 Addresses Tab
  - 7.1.8 Payment Terms Tab
  - 7.1.9 Payment Run Tab
  - 7.1.10 Accounting Tab
  - 7.1.11 Properties Tab
  - 7.1.12 Remarks Tab
  - 7.1.13 Attachments Tab
- 7.2 Activities
  - 7.2.1 Creating and Updating an Activity
  - 7.2.2 Creating an Activity from the Calendar
  - 7.2.3 Activity Record Header
  - 7.2.4 General Tab
  - 7.2.5 Content Tab
  - 7.2.6 Linked Document
  - 7.2.7 Attachments Tab
- 7.3 Campaigns
  - 7.3.1 Campaign Generation Wizard
  - 7.3.2 Manual Campaign Creation
- 7.4 Internal Reconciliation
- 7.5 Business Partner Reports
  - 7.5.1 Activity Reports
  - 7.5.2 Cash Management Reports
  - 7.5.3 Internal Reconciliations Reports
  - 7.5.4 Campaign Reports
- 7.6 Summary
8 Banking
- 8.1 Incoming Payments
  - 8.1.1 Incoming Payments
  - 8.1.2 Check Register
  - 8.1.3 Credit Card Management
- 8.2 Deposits
  - 8.2.1 Checks Tab
  - 8.2.2 Credit Card Tab
  - 8.2.3 Cash Tab
- 8.3 Outgoing Payments
  - 8.3.1 Outgoing Payments
  - 8.3.2 Checks for Payment
  - 8.3.3 Void Checks for Payments
  - 8.3.4 Checks for Payments Draft Report
- 8.4 Payment Wizard
- 8.5 Bank Statements and External Reconciliations
  - 8.5.1 Manual (External Bank) Reconciliation
  - 8.5.2 Manage Previous External Reconciliations
  - 8.5.3 Check and Restore Previous External Reconciliations
- 8.6 Document Printing
- 8.7 Check Number Confirmation
- 8.8 Banking Reports
  - 8.8.1 Check Register Report
  - 8.8.2 Payment Drafts Report
  - 8.8.3 Checks for Payment in Date Cross Section Report
  - 8.8.4 BP Bank Accounts Query
  - 8.8.5 House Bank Accounts Query
  - 8.8.6 External Reconciliation
- 8.9 Summary
9 Inventory
- 9.1 Item Master Data
  - 9.1.1 General Tab
  - 9.1.2 Purchasing Data Tab
  - 9.1.3 Sales Data Tab
  - 9.1.4 Inventory Data Tab
  - 9.1.5 Planning Data Tab
  - 9.1.6 Production Data Tab
  - 9.1.7 Properties Tab
  - 9.1.8 Remarks Tab
  - 9.1.9 Attachments Tab
- 9.2 Bar Codes
- 9.3 Document Printing
- 9.4 Bin Locations
  - 9.4.1 Bin Location Master Data
  - 9.4.2 Bin Location Management
  - 9.4.3 Bin Location Code Modification
- 9.5 Item Management
  - 9.5.1 Serial Number Management
  - 9.5.2 Batch Management
  - 9.5.3 Alternative Items
  - 9.5.4 Business Partner Catalog Numbers
  - 9.5.5 Global Updates to Business Partner Catalog Numbers
  - 9.5.6 Inventory Valuation Method
- 9.6 Inventory Transactions
  - 9.6.1 Goods Receipt
  - 9.6.2 Goods Issue
  - 9.6.3 Inventory Transfer Request
  - 9.6.4 Inventory Transfer
  - 9.6.5 Recurring Transactions
  - 9.6.6 Inventory Counting
  - 9.6.7 Inventory Posting
  - 9.6.8 Inventory Opening Balance
  - 9.6.9 Cycle Count Recommendations
  - 9.6.10 Inventory Revaluation
- 9.7 Price Lists
  - 9.7.1 Price Lists
  - 9.7.2 Period and Volume Discounts
  - 9.7.3 Discount Groups
  - 9.7.4 Special Prices for Business Partners
  - 9.7.5 Copy Special Prices to Selection Criteria
  - 9.7.6 Update Special Prices Globally
  - 9.7.7 Update Parent Item Prices Globally
  - 9.7.8 Prices Update Wizard
- 9.8 Pick and Pack
  - 9.8.1 Pick Pack and Production Manager
  - 9.8.2 Picklist
- 9.9 Inventory Reports
  - 9.9.1 Items List Report
  - 9.9.2 Open Items List Report
  - 9.9.3 Document Drafts Report
  - 9.9.4 Last Prices Report
  - 9.9.5 Inactive Items Report
  - 9.9.6 Inventory Posting List Report
  - 9.9.7 Inventory Status Report
  - 9.9.8 Inventory in Warehouse Report
  - 9.9.9 Inventory Audit Report
  - 9.9.10 Batches and Serials Inventory Audit Report
  - 9.9.11 Inventory Valuation Simulation Report
  - 9.9.12 Serial Number Transactions Report
  - 9.9.13 Batch Number Transactions Report
  - 9.9.14 Bin Location List Report
  - 9.9.15 Bin Location Content List Report
  - 9.9.16 Price Report
  - 9.9.17 Discount Group Report
  - 9.9.18 Inventory Counting Transactions Report
  - 9.9.19 Inventory Valuation Method Report
  - 9.9.20 Inventory Turnover Analysis Report
- 9.10 Summary
10 Resources
- 10.1 Resource Master Data
  - 10.1.1 General Tab
  - 10.1.2 Capacity Data Tab
  - 10.1.3 Planning Data Tab
  - 10.1.4 Properties, Attachments, and Remarks Tabs
  - 10.1.5 Fixed Assets Tab
  - 10.1.6 Employees Tab
- 10.2 Resource Capacity
- 10.3 Summary
11 Production
- 11.1 Bills of Materials
  - 11.1.1 Types of Bills of Material
  - 11.1.2 Header and Line Item Data
- 11.2 Production Orders
  - 11.2.1 Header and Line Item Data
  - 11.2.2 Adding a Production Order
  - 11.2.3 Disassembling a Production Order
- 11.3 Procurement Confirmation Wizard
- 11.4 Receipt from Production
- 11.5 Issue for Production
- 11.6 Update Parent Items Globally
- 11.7 Production Cost Recalculation
- 11.8 Component Management
- 11.9 Production Standard Cost Management
  - 11.9.1 Production Standard Cost Rollup
  - 11.9.2 Production Standard Cost Update
- 11.10 Production Reports
  - 11.10.1 Bill of Materials Report
  - 11.10.2 Open Items Report
- 11.11 Summary
12 Material Requirements Planning
- 12.1 Planning Master Data
- 12.2 Forecasts
- 12.3 MRP Wizard
- 12.4 Order Recommendations
- 12.5 Summary
13 Service
- 13.1 Service Calls
- 13.2 Equipment Cards
- 13.3 Service Contracts
- 13.4 The Solutions Knowledge Base
- 13.5 Service Reports
  - 13.5.1 Service Calls Report
  - 13.5.2 Service Calls by Queue Report
  - 13.5.3 Response Time by Assigned To Report
  - 13.5.4 Average Closure Time Report
  - 13.5.5 Service Contracts Report
  - 13.5.6 Equipment Card Report
  - 13.5.7 Service Monitor
- 13.6 Summary
14 Human Resources
- 14.1 Employee Master Data
  - 14.1.1 Creating the Employee Master Data
  - 14.1.2 Viewing and Editing the Employee Master Data
  - 14.1.3 Using Relationship Maps for Human Resources
- 14.2 Time Sheet
  - 14.2.1 Defining Activity Types
  - 14.2.2 Defining Time Sheets
- 14.3 Human Resources Reports
  - 14.3.1 Employee List Report
  - 14.3.2 Absence Report
  - 14.3.3 Phone Book Report
- 14.4 Summary
15 Project Management
- 15.1 Project Setup
- 15.2 Project Management
  - 15.2.1 Overview Tab
  - 15.2.2 Subprojects Tab
  - 15.2.3 Stages Tab
  - 15.2.4 Summary Tab
- 15.3 Project Reports
  - 15.3.1 Stage Analysis Report
  - 15.3.2 Open Issues Report
  - 15.3.3 Resources Report
- 15.4 Summary
16 Reporting
- 16.1 Queries
- 16.2 Drag & Relate
- 16.3 Print Layout Designer
- 16.4 SAP Crystal Reports Designer
  - 16.4.1 Installation
  - 16.4.2 Integration
  - 16.4.3 Report Creation
- 16.5 Integration with Microsoft Excel
- 16.6 Summary
17 SAP HANA Reporting and Analytics
- 17.1 The User Experience
  - 17.1.1 The SAP Fiori Interface
  - 17.1.2 Enterprise Search
- 17.2 Real-Time Apps
  - 17.2.1 Cash Flow Forecast
  - 17.2.2 Advanced Available-to-Promise
  - 17.2.3 Intelligent Forecast
  - 17.2.4 Delivery Schedule Management
- 17.3 Analytics
  - 17.3.1 Pervasive Analytics
  - 17.3.2 Customer 360
  - 17.3.3 Excel Reports and Interactive Analysis
- 17.4 Summary
18 Mobile
- 18.1 Mobile Application
- 18.2 Web Clients
  - 18.2.1 The Classic Web Client
  - 18.2.2 The New Web Client
- 18.3 Sales Mobile App
- 18.4 Service Mobile App
- 18.5 Summary
Appendices
- A Recommended Resources
- B The Authors
Index

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SAP Business One: Business User Guide

You'll learn about:

Key Highlights:

ℹ️ How to purchase this book?

Disclaimer

SAP Business One: Business User Guide

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