Introduction to SAP Business One

Robert Mayerhofer has university degrees in business administration and business education. He has worked for a consulting firm in the areas of project management, consulting, and support, and has participated in numerous implementation projects. For SAP Austria, Partner Channels, he was responsible for the education of project/support consultants. At present he works as a teacher at the Vienna Business School, Austria.

1. How to Use This Book ... 11 ... 1.1 Overview ... 11 ... 1.2 Scope of this Book ... 13 ... 1.3 Methods ... 16 ... 1.4 Information - Exercises ... 17 ... 1.5 Materials on the Web ... 18 2. Introduction to SAP Business One ... 19 ... 2.1 What is SAP Business One? ... 19 ... 2.2 Who Uses SAP Business One? ... 21 3. Basic Program Operation ... 23 ... 3.1 Installation Process ... 24 ... 3.2 Navigation ... 27 ... 3.3 Working with Data Records ... 32 ... 3.4 Right Mouse Button - Using the Context Menu ... 42 ... 3.5 General Settings ... 44 ... 3.6 Exercises ... 47 4. Master Data ... 49 ... 4.1 What is Master Data? ... 50 ... 4.2 Users ... 50 ... 4.3 Business Partners ... 53 ... 4.4 Payment Terms ... 76 ... 4.5 Activity ... 83 ... 4.6 Items ... 91 ... 4.7 Document Numbering ... 105 ... 4.8 Company Master Data ... 111 ... 4.9 Business Partner Reports ... 113 ... 4.10 Exercises ... 114 5. Purchasing ... 119 ... 5.1 Business Aspects of Purchasing ... 120 ... 5.2 From Purchase Order to Outgoing Payment ... 121 ... 5.3 Reports in Purchasing ... 170 ... 5.4 Exercises ... 176 6. Sales ... 179 ... 6.1 Business Aspects of Sales ... 180 ... 6.2 From Sales Quotation to Incoming Payment ... 180 ... 6.3 Sales Reports ... 215 ... 6.4 Dunning in SAP Business One ... 217 ... 6.5 Exercises ... 227 7. Inventory ... 229 ... 7.1 Business Aspects of Inventory ... 230 ... 7.2 Inventory in SAP Business One ... 231 ... 7.3 Inventory Valuation Methods ... 235 ... 7.4 Pricing in SAP Business One ... 245 ... 7.5 Units of Measure in SAP Business One ... 262 ... 7.6 Catalog Numbers in SAP Business One ... 267 ... 7.7 Management of Serial and Batch Numbers ... 272 ... 7.8 Manual Inventory Transactions ... 282 ... 7.9 Physical Inventory ... 287 ... 7.10 Inventory Reports ... 296 ... 7.11 Exercises ... 302 8. Introduction to Financial Accounting ... 305 ... 8.1 The Four Principal Issues of Financial Accounting ... 306 ... 8.2 Basic Principles of Financial Accounting ... 307 ... 8.3 From Opening Balance Sheet to Closing Balance Sheet ... 311 ... 8.4 Exercises ... 316 9. Financial Accounting ... 317 ... 9.1 Chart of Accounts ... 318 ... 9.2 The Posting Cycle in SAP Business One ... 324 ... 9.3 Journal Entries ... 330 ... 9.4 Journal Vouchers ... 337 ... 9.5 Posting Templates ... 338 ... 9.6 Recurring Postings ... 340 ... 9.7 Foreign Currency Postings ... 342 ... 9.8 Integrating Cost Accounting ... 348 ... 9.9 Financial Reports ... 353 ... 9.10 Exercises ... 358 10. Banking ... 361 ... 10.1 Banking Master Data ... 361 ... 10.2 Incoming and Outgoing Payments ... 363 ... 10.3 Posting Bank Charges ... 369 ... 10.4 Linking Invoices to Payments ... 370 ... 10.5 Exercises ... 371 11. Sales Opportunities ... 373 ... 11.1 Sales-Related Aspects in Small and Medium-Sized Businesses ... 374 ... 11.2 Sales Opportunities - Setup ... 374 ... 11.3 Sales Opportunities - Managing Sales Opportunities ... 379 ... 11.4 Sales Opportunities Reports ... 386 ... 11.5 Exercises ... 392 12. Service ... 395 ... 12.1 Service Structure Components ... 396 ... 12.2 Exercises ... 424 13. Human Resources ... 427 ... 13.1 Human Resources Management in SMBs ... 428 ... 13.2 Employee Master Data ... 428 ... 13.3 Human Resources Reports ... 431 ... 13.4 Exercises ... 432 14. Highlights in SAP Business One ... 433 ... 14.1 Drag & Relate ... 433 ... 14.2 Exporting to Microsoft Excel ... 437 ... 14.3 Customizing Options ... 440 ... 14.4 Change Log ... 444 ... 14.5 Exercises ... 446 A. SAP Business One at a Glance ... 449 ... A.1 Shortcuts ... 449 ... A.2 Icons and Buttons ... 451 ... A.3 Document Abbreviations in SAP Business One ... 454 B. The Author ... 457 Index ... 459