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Table of Contents

1 The Essence of SAP Business One

    What Is SAP Business One?
        More Than a Point Solution
        Comprehensive and Integrated
        An Application for Everyone
    Breaking Ground for Small and Midsize Businesses?
        The Challenges Facing Small and Midsize Businesses
        Information Gap
        Process Gap
        Multiple Point Solutions
        How SAP Business One Addresses the Challenges
    A Unique Approach
        An Integrated Solution
        Streamlined Business Processes
        Instant Access to Information
        Customizable and Adaptable
        Designed Exclusively for Growing Businesses and Backed by SAP
    What This Book Will Do for You

2 The Personality of SAP Business One

    Getting Started
    Understanding the Personality of SAP Business One
        Building Documents from Reusable Parts
        Opening Documents Using the Main Menu
        The Transactional and Process Structure of Information in SAP Business One
        Questions for Increasing Your Understanding
    Knowing Where You Are
        The Main Window
        Document Windows
    Finding What You Are Looking For
        Looking Up Business Partners and Items
        Using Toolbar Arrows to Find Documents
    Getting Where You Want To Go
        Orange Arrow Navigation
        Drag and Relate
        User Menu and User-Defined Shortcuts
        Display Settings
        Form Settings
        Customizing Field Names
        Adding User-Defined Fields and Tables
        Filling in Fields with Formatted Search
    Finding Answers to Your Questions
        Online Help
        SAP Business One Customer Portal

3 The Basics of Financial Accounting

    Overview of Financial Accounting
    Setting Up Financial Accounting
        Step 1: Setting Up Your Posting Periods
        Step 2: Defining Your Account Segments
        Step 3: Creating Your Chart of Accounts
        Step 4: Making Your G/L Account Determinations
        Step 5: Migrating Your Legacy Data
    Performing Daily Procedures
        Posting Manual Journal Entries
        Making Recurring Postings
        Using Posting Templates
        Using Journal Vouchers
    Maintaining Records
        Reversing Transactions
        Editing G/L Accounts
        Editing 1099s (United States)
        Reviewing Changes to Data: Audit Trail
    Period-End Procedures
        Period-End Closing Checklist
        Year-End Closing Checklist
    Incoming and Outgoing Payments
        Incoming Payments
        Outgoing Payments
        Payment Wizard
        Printing Checks
    Cost Accounting
        How Are Distribution Rules Used?
        Budget Scenarios
        Budget Distribution Methods
    Inquiries and Reports

4 Entering and Managing Master Data

    How Master Data Is Used in SAP Business One
        Different Types of Master Data Records
        Predefined Values and Defaults
        Master Data and Documents
        Master Data and General Ledger Account Determination
        How Master Data Is Used in Reporting
    The Master Data Creation and Management Process
    Setting Up Predefined Values and Defaults for Master Data
    Creating Business Partner Master Data
        Business Partner Master Data Window
        Lead Master Data
    Creating Item Master Data

5 Sales Orders and Accounts Receivable

    Overview of Sales-A/R Process
    Getting Started
        Common Document Structure
        Key Data
        Key Calculations: Gross Profit and Weight and Volume
        Key Reminders: Adding an Activity to a Sales Document
    Taking It Step by Step
        Step 1: Sales Quotation
        Step 2: Sales Order
        Step 3: Delivery
        Step 4: A/R Invoice
    Building One Document from Another
    Processing Groups of Documents
        The Document Generation Wizard
        The Dunning Wizard
    Accounting and Inventory Impact
    Sales Checklist

6 Purchase Orders and Accounts Payable

    Overview of Purchasing-A/P Process
    Getting Started - Common Structure and Key Data
        Common Document Structure
        Key Data
    Taking It Step by Step
        Step 1: Purchase Order
        Step 2: Goods Receipt PO
        Step 3: A/P Invoice
    Building One Document from Another
        Locating Base Documents
    Accounting and Inventory Impact
    Purchasing Checklist

7 The ABCs of MRP

    Material Requirements Planning Defined
    Preparing for an MRP Run
        An Overview of the MRP Process
        Key Master Data Settings Related to MRP
    Using the Wizard to Execute an MRP Run
        MRP Example 1: Multilevel Bill of Materials
        MRP Example 2: Consuming Forecasts
        MRP Example 3: Order Consolidation
    MRP Checklist

8 Sales Opportunities

    Getting Started with Sales Opportunities
        Sales Opportunities Process Overview
        Setting Up Sales-Related Information
    Managing Sales Opportunities in SAP Business One
        Entering a Sales Opportunity
        Managing Sales Activities
    Managing Sales Opportunities in Microsoft Outlook
        What Does Microsoft Outlook Integration Look Like?
        Synchronizing SAP Business One and Microsoft Outlook
        Saving E-Mail as an Activity
        Working with Quotations in Microsoft Outlook
        Generating Snapshots of Business Partner Activity
        From Microsoft Outlook to SAP Business One
    Reporting on Sales Opportunities
        Running the Opportunities Piepline Report
    Sales Opportunities Checklist

9 XL Reporter

    Overview of XL Reporter
        Components of XL Reporter
        Who Uses XL Reporter?
    Creating a Report in Report Composer
        Starting XL Reporter
        Creating a Report with Report Composer
        Choosing Report Elements
        Specifying a Selection
        Grouping the Report
        Adding Financial Period
        Expanding Columns
        Adding Totals to the Report
    Saving Reports
        Saving the Report as a Query
        Saving the Report as a Report Definition
        Adding the Report to the SAP Business One Main Menu
    Building XL Reporter Skills in Report Designer

10 Data Transfer Workbench

    Importing Chart of Accounts using DTW
        A few basics about Chart of Accounts
        Understanding the Chart of Accounts template
        Preparing the template for updating CoA
        Importing Chart of Accounts using Data Transfer Workbench

11 Document Creation, Authorizations, and Approvals

    Overview of Document Creation Features
    Authorizations, Approval Procedures, and Document Drafts
        User Authorizations
        Approval Procedures
        Creating Document Drafts Manually
    Accelerating Document Creation Through Wizards
        Draw Document Wizard
        Document Generation Wizard

Appendix A - Selected Keyboard Shortcuts

    General Shortcuts
    Table Shortcuts
    Shortcuts in Sales and Purchasing Documents

Appendix B - Business Partner and Item Setup

    Business Partner Master Data Setup Prerequisites
    Item Master Data Setup Prerequisites

SAP Business One ...To Go is not intended to be binding upon SAP to any particular course of business, product strategy and/or development.

Please note that this document is subject to change and may be changed by SAP at any time without notice.

SAP assumes no responsibility for errors or omissions in this document. SAP does not warrant the accuracy or completeness of the information, text, graphics, links or other items contained within this materials. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement.

SAP shall have no liability for damages of any kind including without limitation direct, special, indirect, or consequential damages that may result from the use of these materials. This limitation shall not apply in cases of intent or gross negligence. The statutory liability for personal injury and defective products is not affected.


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