SAP Business One: Business User Guide, 2nd Edition
- Length: 765 pages
- Edition: 2
- Language: English
- Publisher: SAP Press
- Publication Date: 2021-12-18
- ISBN-10: 1493222074
- ISBN-13: 9781493222070
- Sales Rank: #511631 (See Top 100 Books)
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
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.
- 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
Dear Reader Notes on Usage 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 A Recommended Resources B The Authors Index Service Pages Legal Notes
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