You are on page 1of 2

SAP BUSINESS ONE - BASIC

COURSE OBJECTIVES
At the end of this course, students must be:
1. Able to perform the fundamentals of SAP Business One
2. Create the master data for an item or a business partner
3. Perform the basic steps in the procurement process using SAP Business One
4. Perform the basic steps in the sales process using SAP Business One
5. Perform various tasks used in inventory management
6. Use the Production module of the SAP Business One
7. Able to use the service module to handle after-sales transactions
8. Perform the steps in the basic banking process
9. Define and manage the Chart of Accounts
10. Post manual journal entries and other posting tools
11. Perform the steps in the Period-End Closing Utility
12. Run reports and Financial Statements using SAP Business One
COURSE CONTENT
SAP BUSINESS ONE - LOGISTICS
I.

Getting Started
a. Log into SAP Business One
b. Set display parameters
c. Set up shortcut keys
d. Searching for a particular business partner or item
e. Use Drag & Relate

II.

Master Data & Document Handling


a. Create a master data for a new supplier, customer and prospect
b. Create a master data for a new item
c. Create item & service type marketing document
d. Add, delete and duplicate rows in a marketing documents
e. Changing default view by using Form settings
a.
b.
c.
d.
e.

Purchasing Process
Perform the steps in purchasing process
Create good receipt POs for partial quantities
View inventory status for items purchased
Discuss the effects of the purchasing documents on inventory and accounting

III.

Sales Process
a. Perform the steps of the sales process
b. Discuss sales documents effects on inventory and accounting
c. Run the open item list
d. Perform an item availability check in a sales order

IV.

Inventory
a. Setting up inventory
b. Items & Warehouse
c. Batches & Serial Numbers
d. Warehouse management
e. Pick & Pack
f. Pricing
g. MRP

SAP BUSINESS ONE - BASIC


V.

Production
a. Bills of Materials
b. Production Process

VI.

Service
a. Service covered by warranty contract
b. Service call with invoice

SAP BUSINESS ONE FINANCIALS


I.

Banking Process
a. Post payments manually using different payment means
b. Post cash and check deposit
c. Use Payment Wizard
d. Use the manual reconciliation function

II.

Chart of Accounts & General Ledger


a. View the Chart of Accounts
b. Create, change, and delete general ledger accounts
c. Post using manual Journal entries and other posting tools
d. Reversing a posted Journal entry

III.

Posting Periods Process


a. Run the Period-End Closing Utility
b. Internally reconcile G/L and business partner accounts using
the manual, semi-automatic, and automatic reconciliation types
c. Undo and correct internal reconciliations
a.
b.
c.
d.
e.

Controlling Reports
Aging & Dunning
Cost Accounting
Create a financial reports template
Run various Financial Statements

Reference:
TB1000 SBO Logistics
TB1100 SBO Financials