Accounting Information System

At the end of the lesson, the student will be able to:

• Define Enterprise Resource Planning (ERP) .

• Enumerate the advantages of an ERP system
• Log-in to SAP Business One
• Identify the parts of the user interface and other
basic navigation tools of the system

Accounting Information System (AIS)

LESSON TWO: INTRODUCTION TO SAP BUSINESS ONE

WHAT IS ENTERPRISE RESOURCE PLANNING?

ü is business management software that allows an organization to

use a system of integrated applications to manage the business
ü aims to serve as a backbone for your whole business. ERP software
integrates all facets of an operation, including product planning,
development, manufacturing processes, sales and marketing

ü The leader in ERP market share, and the one that invented the
market to an extent, is the German company SAP AG with its R/3
software. Other big players include PeopleSoft Inc., Oracle Corp.,
Baan Co. NV and J.D.Edwards& Co.

Accounting Information System (AIS)

 ADVANTAGES AND CHALLENGES OF AN ERP SYSTEM

Accounting Information System (AIS)

 BASIC NAVIGATION TO SAP BUSINESS ONE
1. Open any web browser (e.g. Google Chrome, Mozilla Firefox, Microsoft Edge, etc.). For better
navigation, you may opt to use Google Chrome. For MacBook users, please install Google Chrome
and use this browser as a default in navigating SAP Business One

2. Input on the address bar of the web browser the URL provided by your instructor.

3. Press ENTER.

Accounting Information System (AIS)

 BASIC NAVIGATION TO SAP BUSINESS ONE
4. You will be directed to the SAP Business One log-in page.

Accounting Information System (AIS)

 BASIC NAVIGATION TO SAP BUSINESS ONE

5. Select the company that will be provided by your instructor. (Note: You will be using the company
in the entire duration of the training. Don’t forget the company name provided to avoid confusions in
the next part of the lessons)
6. Log-in using the User ID and Password as provided,
depending on the branch assigned to you. (Note: Please
do not forget your username and password for you will be
using these login details for the entire semester. Resetting
and requesting login details will require certain paper
works/emails and you may not be able to navigate the
lesson for a particular period of time. For your security,
you will be required to change your username and
password in the next part of the lesson)

Accounting Information System (AIS)

BASIC NAVIGATION TO SAP BUSINESS ONE – User Interface: Menu and Tool Bars

MENU BAR:
displays at the top of the screen.
The menu bar contains the
Windows standard menu (File,
Edit, W window, Help) as well as
TOOL BAR: generic SAP Business One
displays under the menu bar. The functions.
toolbar is a collection of icon
buttons that grant you easy access
to commonly-used functions. The
functions represented by the
buttons are also available in the
menu bar.

Accounting Information System (AIS)

BASIC NAVIGATION TO SAP BUSINESS ONE – User Interface: Modules Menu

MODULES MENU :
Navigation in SAP Business One is done using the
Modules Menu. It arranges the functions of the
individual applications in a tree structure

It contains a list of all modules with their related

options. The menu option includes:
• Are arranged in the same order as the menus in the
Main Menu
• Cannot be modified
• May be inactive for unauthorized users

Accounting Information System (AIS)

BASIC NAVIGATION TO SAP BUSINESS ONE – User and Password Maintenance

The users of SAP Business One are defined in the User-Setup window.

To change the name of the user:

1. Go to the tool bar and click (My Personal Settings). User Set-up window will appear.
2. Change the name on the User Name field with your own name.
3. Personalize your password by clicking beside the Password field.
4. Input the old password, then input your personalize password on Password field and Confirm field.
5. Click OK.
6. Click Update.

Accounting Information System (AIS)

Accounting Information System (AIS)
BASIC NAVIGATION TO SAP BUSINESS ONE – Branch Name Setting

1. Go to Administration >
Setup > Financials >
Branches
2. Branches Setup window
will open. Look for the
branch assigned to you
then change the Branch
Name and Branch Name
(Foreign) with your own
name.
3. Update.

Accounting Information System (AIS)

BASIC NAVIGATION TO SAP BUSINESS ONE – Basic Customization

To set how certain parameters are displayed in SAP Business One on Cloud:
1. Go to Administration>System Initialization>General Setting
2. On the Display tab, choose the following settings:
Language: English (United States)
Time Format: 12H
Date Format: MM/DD/YYYY
3. Click UPDATE to save the settings. Click OK to exit the window

*Note: Font Size and Font Style is predefined on SAP Business One on Cloud and cannot be changed.
If you want to increase the font size, directly increase zoom % of the browser that you are using.

Accounting Information System (AIS)

Accounting Information System (AIS)
At the end of the lesson, the student will be able to:

• Define Enterprise Resource Planning (ERP) .

• Enumerate the advantages of an ERP system
• Log-in to SAP Business One
• Identify the parts of the user interface and other
basic navigation tools of the system

Accounting Information System (AIS)