Carl Britton Lewis is the chief SAP Business One ambassador for Vision33, the largest reseller of SAP Business One globally. For many years, Carl has been a global influencer working to enhance the experience of every customer and user of SAP Business One. Due in part to his work as the program chair for the SAP Business One Special Interest Group (SIG) for the Americas' SAP Users' Group (ASUG), Carl's professional endeavors extend beyond Vision33's more than 700 SAP Business One customers. It has been Carl's personal mission to create and grow the SAP Business One Summit, now an annual ASUG-driven event where more than 500 attendees from SAP, customers, resellers, and software solution providers gather for education and networking. He served as the first chairman of the North America Partner Advisory Council, which consists of the most significant SAP Business One resellers in North America. No longer the chairman, Carl remains an active member of the council.

((2nd edition, updated and revised))

... Foreword from Rainer Zinow ... 19

... Foreword from Geoff Scott ... 21

... Preface ... 23

... Scope and Objective ... 23

... Target Audience ... 2
4

... Acknowledgments ... 24

1 ... Navigation and Design ... 27

1.1 ... Logging In ... 27

1.2 ... Menu and General Structure ... 29

1.3 ... Printing ... 47

1.4 ... Previewing ... 47

1.5 ... Cockpits, Widgets, and Dashboards ... 49

1.6 ... Versions for SAP HANA and SQL ... 50

1.7 ... Web Client ... 50

1.8 ... Summary ... 64

2 ... Administration ... 67

2.1 ... Choosing a Company ... 67

2.2 ... Approval Procedures ... 69

2.3 ... Alert Management ... 76

2.4 ... Summary ... 80

3 ... Financials ... 83

3.1 ... Accounts Management ... 83

3.2 ... Financial Transactions ... 123

3.3 ... Financial Reports ... 132

3.4 ... Summary ... 143

4 ... Opportunities ... 145

4.1 ... Opportunity Management ... 146

4.2 ... Opportunity Reports ... 158

4.3 ... Summary ... 171

5 ... Sales (A/R) ... 173

5.1 ... Sales Process ... 174

5.2 ... Reference Document Linking ... 195

5.3 ... Document Generation Wizard ... 196

5.4 ... Recurring Transactions ... 202

5.5 ... Document Printing ... 205

5.6 ... Dunning Wizard ... 208

5.7 ... Gross Profit Recalculation Wizard ... 213

5.8 ... Sales Reports ... 213

5.9 ... Summary ... 227

6 ... Purchasing (A/P) ... 229

6.1 ... Purchasing Process ... 229

6.2 ... Reference Document Linking ... 242

6.3 ... Recurring Transactions and Templates ... 242

6.4 ... Landed Costs ... 246

6.5 ... Procurement Confirmation Wizard ... 253

6.6 ... Purchase Quotation Generation Wizard ... 257

6.7 ... Document Printing ... 261

6.8 ... Purchasing Reports ... 263

6.9 ... Summary ... 272

7 ... Business Partners ... 273

7.1 ... Business Partner Master Data ... 274

7.2 ... Activities ... 303

7.3 ... Campaigns ... 309

7.4 ... Internal Reconciliation ... 314

7.5 ... Business Partner Reports ... 318

7.6 ... Summary ... 322

8 ... Banking ... 323

8.1 ... Incoming Payments ... 323

8.2 ... Deposits ... 333

8.3 ... Outgoing Payments ... 338

8.4 ... Payment Wizard ... 350

8.5 ... Bank Statements and External Reconciliations ... 360

8.6 ... Document Printing ... 364

8.7 ... Check Number Confirmation ... 367

8.8 ... Banking Reports ... 370

8.9 ... Summary ... 376

9 ... Inventory ... 377

9.1 ... Item Master Data ... 377

9.2 ... Bar Codes ... 388

9.3 ... Document Printing ... 389

9.4 ... Bin Locations ... 392

9.5 ... Item Management ... 399

9.6 ... Inventory Transactions ... 402

9.7 ... Price Lists ... 416

9.8 ... Pick and Pack ... 425

9.9 ... Inventory Reports ... 428

9.10 ... Summary ... 448

10 ... Resources ... 449

10.1 ... Resource Master Data ... 449

10.2 ... Resource Capacity ... 458

10.3 ... Summary ... 466

11 ... Production ... 467

11.1 ... Bills of Materials ... 467

11.2 ... Production Orders ... 472

11.3 ... Procurement Confirmation Wizard ... 478

11.4 ... Receipt from Production ... 484

11.5 ... Issue for Production ... 486

11.6 ... Update Parent Items Globally ... 488

11.7 ... Production Cost Recalculation ... 490

11.8 ... Component Management ... 491

11.9 ... Production Standard Cost Management ... 494

11.10 ... Production Reports ... 498

11.11 ... Summary ... 500

12 ... Material Requirements Planning ... 501

12.1 ... Planning Master Data ... 501

12.2 ... Forecasts ... 503

12.3 ... MRP Wizard ... 507

12.4 ... Order Recommendations ... 517

12.5 ... Summary ... 520

13 ... Service ... 521

13.1 ... Service Calls ... 521

13.2 ... Equipment Cards ... 528

13.3 ... Service Contracts ... 531

13.4 ... The Solutions Knowledge Base ... 538

13.5 ... Service Reports ... 539

13.6 ... Summary ... 546

14 ... Human Resources ... 549

14.1 ... Employee Master Data ... 549

14.2 ... Time Sheet ... 560

14.3 ... Human Resources Reports ... 562

14.4 ... Summary ... 565

15 ... Project Management ... 567

15.1 ... Project Setup ... 567

15.2 ... Project Management ... 568

15.3 ... Project Reports ... 580

15.4 ... Summary ... 585

16 ... Reporting ... 587

16.1 ... Queries ... 587

16.2 ... Drag & Relate ... 607

16.3 ... Print Layout Designer ... 611

16.4 ... SAP Crystal Reports Designer ... 611

16.5 ... Integration with Microsoft Excel ... 632

16.6 ... Summary ... 636

17 ... SAP HANA Reporting and Analytics ... 637

17.1 ... The User Experience ... 637

17.2 ... Real-Time Apps ... 644

17.3 ... Analytics ... 663

17.4 ... Summary ... 680

18 ... Mobile ... 681

18.1 ... Mobile Application ... 681

18.2 ... Web Clients ... 683

18.3 ... Sales Mobile App ... 685

18.4 ... Service Mobile App ... 687

18.5 ... Summary ... 689

... Appendices ... 691

A ... Recommended Resources ... 691

B ... The Authors ... 693

... Index ... 695