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SAP Business One - Navigation
Rating: 4.3 out of 5(133 ratings)
441 students

SAP Business One - Navigation

Foundations of the SAP Business One as an ERP system – from the basic up to full navigation through the system.
Created byBenny Lwow
Last updated 2/2015
English
English [Auto],

What you'll learn

  • Navigate through the modules and software menus
  • Create drag and drop queries
  • Build user self-menu
  • Create keyboard shortcuts
  • Search data and information
  • Adjust table column
  • Drill down into displayed data

Course content

1 section • 14 lectures • 54m total length

  • Screen structure and basic operations4:34

    Navigate SAP Business One using the navigation bar, toolbar, and floating main menu to access models, activities, and reports.

  • My Menu9:07

    Organize and customize your my menu in SAP Business One by creating, renaming, and deleting folders and subdirectories, adding activities, and updating locations and shortcuts.

  • keyboard shortcuts4:32

    Learn to adjust and customize shortcuts in SAP Business One navigation, allocating a keyboard key to open the purchase order activity via Tools > Shortcuts > Customize.

  • Basic search2:52

    Master the global basic search in SAP Business One to find data and activities by typing letters, view results by category, and activate items directly from the search results.

  • Focused search2:48

    Search within results and sort by the chosen column with a double-click to toggle order; type the keyword in the correct field and select the matching business partner master data.

  • Search inside search results2:48

    Learn how to search within search results in SAP Business One navigation, sort by columns with double-clicks, focus the correct column, and select business partners by name.

  • Forms settings6:18

    Adjust fields shown in forms settings to tailor search results and display the business partner type. Group results by business type and apply updates from the next search action.

  • Fields settings and using the calculator5:19

    Explore how to adjust visible fields on activity screens and leverage the built-in calculator to perform quick calculations, then copy results into purchase order fields for efficient data entry.

  • Drag and release2:53

    Use the drag and release method in SAP Business One to generate a vendor purchase order activity report by dragging the vendor code to the activity area.

  • Data investigating2:47

    Learn to drill down through SAP Business One navigation by using yellow arrows to explore purchase orders, vendors, and item masters, revealing related information.

  • Fields name change2:16

    Learn how to rename a field and change its description in SAP Business One, including updating the display name, applying changes, and restoring defaults for any screen.

  • Topics and categories3:07

    Navigate topics and categories by selecting or creating a vendor group, update the group for a vendor, confirm changes, and verify the new group appears for subsequent vendors.

  • Related activities and relationship map3:50

    Learn to relate activities to existing data in SAP Business One, using the related activities feature and the relationship map to track vendor interactions and purchase orders.

  • System messages log1:32

    Activate the system messages on the message line to communicate status, using green for success, yellow for warning, and red for missed messages, and define which messages to reveal.

Requirements

  • No prerequisite required

Description

Program Goals

  • Train experts to manage and implement various modules in Sap Business One
  • Focus on implementation of enterprise system in an organization in an effort to enter: support, training, testing, implementation, management and company performance analysis roles.
  • Gain knowledge and skills of processes and tools required to lead organizations in the implementation of the system
  • Understand and analyze the considerations behind the decision to choose an appropriate package and adopt an ERP system
  • Give tools to analyze the steps needed to improve decision-making


Target Audience

The course is designed for university graduates majoring in accounting, industrial management, logistics, business administration and operational management and is intended for those who want to engage in the training, testing, and implementation of the Sap Business One system and become leaders in their field.


Key curriculum

  • Business Technologies and the ERP environment.
  • Familiarity and navigation of the Sap Business One system.
  • Administration and master files.
  • Procurement and Sales.
  • Inventory Management.

Who this course is for:

  • Students that like to explore basic operations of the SAP Business One as an ERP system

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