Learn basic business processes with SAP Business One B1 HANA

Name: Learn basic business processes with SAP Business One B1 HANA
Rating: 3.7 (10 reviews)

Learning the practical organizational business processes for implementation and knowledge with SAP Business One B1 HANA

Created byAnjana Wijesinghe

Last updated 11/2023

English

What you'll learn

• This course shall enable you to learn the basic and main business processes of each section of a company or organization.
• After completion of the course, you will be through with the overall business of an organization which will enable you to better collaborate with other teams.
• You will be able to learn common functions like finance and service.
• Implementation work would be convenient with SAP Business One B1 HANA with the gained knowledge.
• You will get an insight into the KPIs required for an organization.
• You will get an understanding of the reporting requirements of an organization.
• You will have the foundation knowledge of the business process enabling you to learn fast.

Course content

8 sections • 95 lectures • 9h 53m total length

00 Introduction12:46
The introduction covers the course outline/agenda, the audience, the purpose,
02 Implementation Team Members9:38
Talks about ERP Team members and their roles
03 ERP Project Team-Partner & Client6:23
Talks about ERP Team structures of Partner and Client
04 Importance of Business Processes in ERP5:23
Talks about the importance of business process knowledge and why it is important for ERP implementation
05 SAP and SAP Products in the market17:35
Cover the introduction to the SAP brand, SAP S4/HANA, SAP Business One, and SAP Business By Design, High-level features of the products, and core business processes.

06 Business processes and what is a lead7:40
Business processes in an organization and what is a lead or a prospect
07 Sources of Leads7:50
Covers sources of leads and details of each
08 Lead to Order SAPB18:20
Covers the modules and features applicable for lead to order process with SAP Business One HANA
09 Importance of CRM6:52
This section covers the importance of customer relationship management (CRM), HANA Dashboards related to CRM,
10 Sales Dashboards and opportunity management6:11
The section covers sample sales dashboards in SAP Business One HANA, opportunities, stages of opportunities, sales quotations, and messages via SAP B1
11 Importance of pipeline management in a system6:41
Covers the importance of pipeline management in a system
12 Lead recording with SAPB111:17
Covers the SAP Business One HANA cockpit dashboards, sales opportunity components, business partner master, partners, stages, competitors, opportunity reports, opportunity pipeline, and opportunity analysis
13 Types of Leads5:32
Covers the types of leads
14 Process-Lead to Order-Direct Sales9:08
Covers the business process of direct lead generation
15 Lead and opportunity reporting with SAPB15:24
Covers lead reports, analytics, pipeline reports and opportunity analysis with SAP Business One HANA
16 Lead to Order - Tender Process4:38
The lecture covers the business process of tender management
17 Campaign management with SAPB16:44
Covers campaign management and pipeline analysis with SAPB1
18 Analytics or information required from the ERP3:14
Covers the analytical information related to lead management process with SAPB1
19 Pipeline management module5:21
Covers the pipeline management module
20 Glossary involved in lead generation8:46
Covers the glossary items related to lead management

21 Intro Order to cash and modules with SAPB18:23
Covers the modules related to the order-to-cash business process in SAP Business One B1 HANA with the required features.
22 Customers and customer types7:16
This lecture covers who is a customer and the types of customers
23 Types of sales3:54
This covers the types of sales related to the order-to-cash process
24 Customer Master with SAPB18:36
This lecture covers the customer master in SAP Business One B1 HANA
25 Sales personal and sales platforms10:05
This lecture covers the characteristics of sales personnel and types of sales platforms
26 Sales Channels3:41
This section covers the sales channels and details of each channel
27 Selling methods-primary and secondary sales9:19
This lecture covers the selling methods of the order-to-cash process. Primary Sales and secondary sales
28 AR Module and Dashboard4:30
This lecture covers AR modules and dashboards in SAP Business One B1 HANA
29 Sales quotations and sales orders with SAPB16:07
This lecture covers sales quotations, sales orders, order process, blanket agreements in SAP Business One B1 HANA
30 Sales quotation5:04
This lecture covers sales quotation process in SAP Business B1 HANA
31 Sales order1:19
This lecture covers the sales order process in SAP Business One B1 HANA
32 Invoice Price Lists and Discounts5:48
This lecture covers invoices, Price lists, and discounts
33 AR Invoice in SAP Business One B1 HANA2:51
This lecture covers AR invoices and relationship map with SAP Business One B1 HANA
34 Free Issues2:20
This lecture covers the free-issue policies related to the sales process
35 Serialized items and batch items3:51
This lecture covers the serialized items and batch items
36 Dispatch & delivery planning7:54
This section covers dispatches and deliveries, delivery planning or route planning
37 Pick and pack manager2:16
This lecture covers the Pick and pack manager, pick list and AR invoice with SAP Business One B1 HANA
38 Delivery management4:09
This lecture covers the delivery schedule manager
39 Blanket agreement and sales commission3:31
This section covers blanket agreements and sales commissions
40 Returns1:45
This lecture covers the returns
41 Consignment stocks2:07
This lecture covers the consignment stocks
42 Collections and mode of payments2:30
This lecture covers collections and modes of payment.
43 Glossary of order to cash6:23
This section covers the glossary items of order to cash process

44 Intro to Procurement with SAPB113:51
Components of the procurement process, Modules, and features applicable for the procurement process with SAP Business One B1 HANA
45 Dashboards3:48
This lecture provides and overview of the dashboards applicable for procurement process with SAP Business One B1 HANA
46 Inventory Suppliers and warehouses6:20
The session covers inventory types, Supplier types, and Warehouse types
47 Methods to initiate procurement and MRP with SAPB118:03
This lecture covers methods to initiate the procurement process, sales forecast and MRP
48 Procurement process4:24
This lecture covers the procurement process of an organization
49 Purchase Request with SAPB13:22
This lecture covers the purchase request as a transaction in the procurement process with SAP Business One B1 HANA
50 Purchase Order with SAPB13:42
The lecture covers the Purchase order with SAP Business One B1 HANA
51 Goods Receipt and 3-way matching4:11
This lecture talks about Goods Receipt Note (GRN) and the meaning of 3-way matching in the procurement process.
52 Warehouses4:12
This lecture covers the types of warehouses, and multi-warehouse facilities,
53 Import costing with SAPB15:14
This lecture covers import costing with SAP Business One B1 HANA
54 Quality control inventory4:07
This lecture covers the quality control process related to stocks
55 Supplier invoice and outgoing payments3:45
This lecture covers the supplier invoice and supplier payments

56 Intro to production or manufacturing4:21
This lecture includes a basic introduction to manufacturing.
57 Components of manufacturing13:54
This lecture covers the components of manufacturing
58 Types of manufacturing9:50
This lecture covers the different types of manufacturing options and the nature of them.
59 Job manufacturing6:50
This lecture covers the job manufacturing process, modules, and features applicable for job manufacturing with SAP Business One B1 HANA.
60 Formula based manufacturing7:32
This lecture covers the bill of materials, formula-based manufacturing process, and modules and functions applicable with SAP Business One B1 HANA.
61 Production order generating methods in SAPB114:09
This lecture covers the production order generating methods and process in SAP Business One B1 HANA
62 Production issues-backflush and manual with SAPB14:28
This lecture covers production issues in SAP Business One B1 HANA
63 Production capacity planning6:04
This lecture covers production capacity planning
64 Quality control5:40
This lecture covers quality control process
65 Production outcomes10:14
This lecture covers the production outcomes of the process

66 Intro to service and service types13:13
This lecture provides an introduction to service and maintenance
67 Modules and features Applicable SAP Business One B1 HANA5:18
This lecture covers modules and features applicable to SAP Business One B1 HANA
68 Dashboards and KPI for Service SAPB13:21
69 Service calls and equipment card with SAPB18:26
70 Job tickets and activities with SAPB13:34
This lecture covers adding activities to the job and service call queue.
71 Warranty with serialized items7:56
This lecture talks about the serialized items
72 Warranty types and retention8:04
This lecture covers the warranty types and retention handling
73 Components of Jobs and job categories5:56
This session covers jobs and the categories of jobs
74 Maintenance models knowledge base and SLAs7:32
This lecture covers maintenance module knowledge base features and service level agreements.
75 Process of internal and external jobs-planned and breakdowns5:32
This lecture covers the internal and external jobs related to breakdown and preventive maintenance jobs.
76 Highlights of Service Module & CRM3:05
This lecture covers service modules and customer relationship management.
77 Analytical data for jobs5:26
This lecture covers the analytical data for jobs.

78 Intro to finance6:26
This lecture covers the importance of finance and modules applicable to SAP Business One B1 HANA
79 Finance with SAPB1 landing page3:36
This lecture covers the landing page of SAP Business One B1 HANA applicable for finance
80 Profit centers cost centers and chart of accounts wtih SAPB17:56
This lecture takes you through the profit centers, cost centers and chart of accounts with SAP Business One B1 HANA
81 Control accounts multi currency segments in SAPB19:54
This lecture covers the control accounts and multiple currency section with SAP Business One B1 HANA
82 Relationship map GL accounts determination5:28
The lecture covers the relationship map with SAP Business One B1 HANA and GL accounts
83 Costing methods with SAPB14:22
This lecture covers the different costing methods in use.
84 Functions of the finance department2:22
This lecture covers the functions of the finance department
85 Transactions by finance - Payments6:22
86 Bank rec Receipts Credit and Debit notes5:18
This section covers the bank reconciliation, receipts and credit notes
87 Journal Entries Vouchers and Templates4:05
This lecture covers the journal vouchers, journal entries, and template
88 Exchange gain and loss2:07
This lecture covers the exchange gain and loss related to foreign exchange-related transactions.
89 Finance reporting and cashflow4:37
This lecture covers the reporting and cashflow statement
90 Fixed Asset Register2:22
This lecture covers the fixed asset register and related truncations
91 Finance budgets and KPIs9:23
This lecture covers finance budgets and related KPIs.

Requirements

No pre-requisites for this course

Description

This course covers the practical business processes in different organizations, for example, trading & distribution, manufacturing, service, job costing, etc. The processes cover areas related to lead management, sales, customers, procurement, suppliers, inventory & warehouses, manufacturing, service & maintenance, finance, and reporting.

The lecturers shall provide you with the basic practical know-how related to the main operations collaborating with the SAP Business One B1 HANA system. After completion of this program, you will gain comprehensive process knowledge that could be used in the implementation of SAP Business One B1 HANA clients.

The training sessions cover the SAP Business One module related to each business process and go through the transactions related to the processes. In addition to the transactions, the related accounting entries are also mentioned wherever applicable to give more insight into those areas.

After the completion of all the training sessions, you will gain expertise that could be used for your implementation work with different clients representing different industries.

This course is applicable to implementation consultants and project managers of SAP Business One HANA, Delivery managers, and any other person who works with SAP implementation projects. Also, if you are an employee working in an organization with multiple teams across the company, this course will provide you with cross-team operation understanding.

If you are a company owner looking forward to improving the processes, this training is ideal for understanding the operations.

If you are looking forward to implementing SAP Business One B1 HANA as the ERP system for your organization, this will provide product know-how you need to know related to your organization.

Who this course is for:

• SAP Business One B1 HANA users of any department or section
• Finance personnel – like Finance Managers, Accountants
• SAP Business One B1 HANA implementation consultants and specialists
• ERP Managers
• ERP evaluators and consultants who are evaluating ERP systems.
• Beginners new to implementation

Learn basic business processes with SAP Business One B1 HANA

What you'll learn

Explore related topics

Course content

01 Introduction5 lectures • 52min

02 Lead to order15 lectures • 1hr 44min

03 Order to cash23 lectures • 1hr 54min

04 Procure to Pay12 lectures • 1hr 15min

05 Plan to Produce10 lectures • 1hr 23min

06 Service and Maintenance12 lectures • 1hr 17min

07 Record to Report14 lectures • 1hr 14min

SAP BTP4 lectures • 15min

Requirements

Description

Who this course is for: