Contents: What is SAP Business One? Integrated Processes in SAP
Business One Getting Started with SAP Business One SAP Business One
Basics Slide 2 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. Business Example Slide 3 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 Basics: Purpose
Slide 4 What is SAP Business One: Unit Overview Diagram Topic 3:
Getting Started SAP Business One Basics Topic 1: What is SAP
Business One? Topic 2: Process Integration Slide 5 What is SAP
Business One? System Configuration Purchasing Warehouse management
Production Inbound logistics Outbound logistics Marketing &
Sales Service Financial controlling Master data Slide 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
customers business processes One Business. One System Sales
Operations Finance Services ? x ! Executive Operations Sales
Finance Analytics 2380989 Slide 7 Server Mail SDK B1 Integration
Platform Services Data base SAP Business One: Technology Easy to
Use Architecture Interfaces Flexible End-to-end solution Simple
navigation Fully integrated with Crystal Reports Drill-down
reporting Drag&Relate Integrated with Microsoft Office 2-tier
client/server architecture ("fat client") Win 32/64 based, C++
Microsoft SQL Server Version check Easy to configure Forms Queries
User-defined fields User-defined values for searches SDK
(programming interface for VB, C/C++, Java) B1 Integration Platform
(B1iSN) Client SDK Backup RSP Slide 8 SAP Channel Partner Portal
Where do I Find Additional Information? Solutions Release Planning
Features and Functions... Service & Support Upgrades &
Patches Support Center License Key Request... Education Download of
Training Material Online Training... Partnering with SAP
Partnerships Certification Process... Marketing & Sales
Marketing Resources Sales Tools Competitive Information... Solution
Development Software Development Kit Slide 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. Slide 10 Process Integration: Unit
Overview Diagram Topic 3: Getting Started SAP Business One Basics
Topic 1: What is SAP Business One? Topic 2: Process Integration
Slide 11 SAP Business One - Integration System Configuration
Purchasing Warehouse management Production Inbound logistics
Outbound logistics Marketing & Sales Service Financial
controlling Master data Slide 12 SAP Business One: Process
Integration Purchasing process MRP Process Production Process Sales
Process Service process Slide 13 Demo and Discussion of Process
Integration Slide 14 Process Integration: Topic Summary Key points
from the Process Integration topic: Basic processes in SAP Business
One include: Purchasing Sales Inventory Production Service Slide 15
Getting Started: Unit Overview Diagram Topic 3: Getting Started SAP
Business One Basics Topic 1: What is SAP Business One? Topic 2:
Process Integration Slide 16 Choose Company Administration
Financials Sales Opportunities Sales A/R Purchasing A/P Business
Partners Banking Inventory Production MRP Service Human Resources
Reports ModulesDrag & Relate OEC Computers Sales manager Main
Menu My Menu Company User Administration Choose Company Server
Company Databases Slide 17 Menu Bar and Toolbar File EditData Goto
Tools WindowHelp Print Preview Print Send E-mail Send SMS Send Fax
Export to MS-EXCEL Export to MS-WORD Launch Application Lock Screen
General For navigating between data records Menu Bar View Modules
Find Add First Data Record Previous Record Next Record Last Data
Record Toolbar Export to PDF Slide 18 Business Partner Master Data
Functions in a Form Ctrl+Double-Click Original Description: New
Description: Mobile Phone ? BoldItalics Selection List Dropdown
List Link Arrow Code Name Currencies Tel 1 Tel 2 Mobile Phone Fax
Email Customer Slide 19 Personalize windows and settings
User-defined Shortcuts User-defined Menu Forms Reports Queries
Links Modules Drag & Relate My Menu OEC Computers Sales Manager
Main Menu OKCancel ListAllocation ShortcutCurrent Window F2
ModuleWindow Administration Financials Sales Opportunities Sales
A/R Purchasing A/P Business Partners Banking Inventory Production
MRP Service 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 AllocateRemove Customize Slide 20 Administration Financials
Sales Opportunities Sales A/R Purchasing A/P Business Partners
Banking Inventory Production MRP Service Human Resources Reports
ModulesDrag & Relate OEC Computers Sales manager Main Menu My
Menu Customize Main Menu Form Settings Main Menu Administration
Financials Sales /AR... Display only modules and menu items the
user is authorized for. Menu Item Manually choose the menu items
you want to display. Visible Apply Authorizations Slide 21 Master
Data Concept Business Partners Items Addresses Payment Terms Price
lists Control Account Inventory Accounts Warehouses Item Groups
Item Properties Price lists Slide 22 Common Data Structure for
Marketing Documents General Document Data Contents Business Partner
Name Contact Person No. Status Posting Date Item/Service Item/Cat.
No. Quantity 1 2 Ship to Pay to Shipping Type LogisticsAccounting
Journal Remark Payment Terms Tax Information Buyer/Sales Person
Total Before Disc. % Discount Total Payment Due Remarks General
Information (Footer) Document Content Slide 23 Row Type in Sales
and Purchasing Documents TypeItem No. Item Description Quantity
Price Total (LC) Contents A1005 Color Printer1 14,76 214,76 A1006
Ink Jet Printer 119,99 99,95 T The item A1006 will be sold out
soon! Subtotal Printers 314,71 A1001 Black Cartridge 10 7,50 75,00
A1006 Color Cartridge 10 9,10 91,00 Subtotal Cartridges 166,00
Total before Discount 480,71 In the documents of Sales and
Purchasing, you can choose the rows type. Form Settings- Table
Format Select Slide 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 Slide 25 Drag&Relate List of all
quotations for item M00001 Sales / AR Delivery A/R Invoice Drag and
Relate Sales Quotation Returns A/R Credit Memo Sales Order Delivery
Details A/R Invoices Details Sales Quotation Details Return Details
A/R Credit Memo Details SAP Business One OEC Computers manager
Sales Order Details Item Number Description Item Type Price List 01
Purchase Price List Item Group M00001 Mouse Pad Items Accessories
Item Master Data Foreign Descrip. Slide 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 Slide 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 Slide 28 Exercises for Getting Started Slide 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
