Topics covered:

• Inactive items
• Stock posting list
• Stock status
• Stock in warehouse report
• Stock audit report
• Batch and serial number stock audit report
• Stock aging report

Topics covered:

• Stock counting vs. cycle counting
• Choosing items to count and import
• Approval of stock count/stock posting and variances
• GL account determination - increase and decrease
• Valuation method - impact on positive and negative counts
• Other features:
  • Batch and serial counting
  • Bin location counting
  • Single or multiple counters

Topics covered:

• Key steps for processing an excel import
• Creating the import template
• Carrying out a price list update via import and reviewing the results
  

Topics covered:

• Creating the stock counting document, with selection criteria
• Stock posting and reviewing the financial impact
• Stock reporting

Topics covered:

• Enabling, defining and creating bin locations
• Assigning default locations per warehouse and item
• Processing transactions with bin locations
• Extended bin location reporting

Topics covered:

• The latest and greatest SAP Business One version 10 features
• How to effectively use and personalise web client for managing daily business processes
• Question time – your chance to speak with and ask questions to our expert

Topics covered:

• The SAP Business One ecosystem
• What is the UKISUG?
• How does joining the UKISUG benefit my business
• Avenues to get connected to other users: coffee sessions, in-person/online events, and more!
• Question time – your chance to speak with and ask questions to our expert.

Topics covered:

• Be prepared – creating posting periods
• Managing posting period status and auto-change to the closing period
• Month-end closing
• Year-end closing
• Recurring postings
• Recurring transactions
• Question time – your chance to speak with and ask questions to our expert

Topics covered:

• Sales orders
• Picking sales orders
• Packing sales orders
• Question time – your chance to speak with and ask questions to our expert

Topics covered:

• Financial reports
  • Trial balance
  • Balance sheet
  • Profit and loss
  • Cash flow
  • General ledger
  • Ageing
• Business Partner reports
  • Open items list
• Stock reports
  • Stock audit
  • Stock posting list
  • Stock in warehouse
• Question time – your chance to speak with and ask questions to our expert

Topics covered:

• Delivery
• Manual Invoice creation from Delivery
• Invoice creation by Document Generation Wizard
• Receiving partial Payment
• Receiving full Payment
• Receiving Payment on Account
• Reconciling Payment on Account to Invoice(s)
• Question Time – your chance to speak with and ask questions to our expert

Topics covered:

• Lead business partners
• Opportunities
• Sales quotation linked to opportunity
• Progressing quotation to order linked to opportunity
• Closing opportunities
• Opportunities reports
• Question time – your chance to speak with and ask questions to our expert

Topics covered:

• Introduction to Saltbox
  • How to log on
  • Navigating around Saltbox
  • Important pages
    • Project settings
    • Project messages
    • Assets
    • Workflow settings
    • Workflow trigger
    • Workflow builder
    • Workflow messages
• Building a B1 Automation - Delivery to Invoice
  • How to build a workflow
    • Trigger first
      • Query-based trigger
    • Step set up
    • Workflow price margin calculator
• Error handling
  • Jumping into a message
  • Show input for steps
  • Show output for steps
  • Show error and test mappings
• Question time – your chance to speak with and ask questions to our expert

Topics covered:

• Validation configurations
• Universal functions
• Item placement
• Mandatory fields
• Function buttons
• Question time – your chance to speak with and ask questions to our expert

Topics covered:

• Query single table
• Query multiple tables
• Formatted search on document header field
• Formatted search on document row column
• Question time – your chance to speak with and ask questions to our expert

Topics covered:

• Creating UDFs – Master Data
• Creating UDFs – Marketing Document Title
• Creating UDFs – Marketing Document Rows
• Creating UDTs
• Linking UDF validation to UDT or other table
• Question time – your chance to speak with and ask questions to our expert

Topics covered:

• System level GL account determination
• Item group GL account determination
• Warehouse GL account determination
• Item level GL account determination
• Advanced GL account determination
• Question time – your chance to speak with and ask questions to our expert

Topics covered:

• Item groups, how to filter reports, how used in standard account determination
• Business partner groups, how to filter reports
• How to use business partner and item groups in advanced account determination
• Question time – your chance to speak with and ask questions to our expert

Topics covered:

• General document settings and choices
• Per document settings
• Business partner automatic numbering
• Item automatic numbering
• Document numbering and how to create a new numbering schema
• Question time – your chance to speak with and ask questions to our expert

Topics covered:

• User setup
• Assigning defaults to users
• Authorisations by user
• Authorisation groups
• Licensing - SBO and add-ons
• Form settings by user and copying to other users
• Question time – your chance to speak with and ask questions to our expert

Topics covered:

• Ageing Reports and tying back to balance sheet
• Stock audit report and tying back to balance sheet
• Trial balance report (and parameter choices) and how to filter
• Balance sheet report
• Profit and loss report and how to filter
• Ability to drill down, make changes, then refresh in financial reports
• Question time – your chance to speak with and ask questions to our expert

Topics covered:

• Automatic journal entries
• Manual journal entries
• Recurring journals
• Reversing journals
• Journal vouchers
• Running trial balance, balance sheet, and P&L with journal vouchers
• Question time – your chance to speak with and ask questions to our expert

Topics covered:

• Tax Codes and VAT Declaration Box Formulas setup
• SAP standard solution – how to turn on
• Vision33 AddOn – how to connect and configuration choices
• Tax Report Generation step (original and replacement modes)
• VAT Declaration Box Report step
• Submission (and table updates with AddOn)
• Question Time – your chance to speak with and ask questions to our expert

Topics covered:

• Be prepared – creating posting periods
• Managing posting period status and auto-change to closing period
• User authorisations to post to periods
• System level Account Determination for new period
• Adding Currencies
• Postings in foreign, local and system currency
• Exchange rate setting (daily, monthly, automatically by B1UP)
• Revaluing foreign balances for month end
• Question Time – your chance to speak with and ask questions to our expert

Topics covered:

• General/Administration
• Logistics
• Financials and Banking
• Master Data
• Sales and Purchasing
• Production and MRP
• Cross Topics
• Technical
• Web Client
• Question Time – your chance to speak with and ask questions to our expert

Topics covered:

• Be prepared - creating posting periods
• Managing posting periods
• Month-end closing
• Year-end closing
• Recurring postings
• Recurring transactions
• Question time - your chance to speak with and ask questions to our experts.

Session 1 | Topics covered:

• Fixed Asset Master Data and Setup
  • Fixed Assets Setup
    
    • Depreciation Areas
    • GL Account Determination
    • Depreciation Types
    • Asset Classes

Session 2 | Topics covered:

• Maintaining Fixed Assets
  
  • Fixed Asset Master Data
  • Virtual Assets

Session 3 | Topics covered:

• Processing Fixed Assets
  • Acquiring Fixed Assets - One-off and Virtual
  • Acquisition and Capitalisation in one go
  • Acquisition with Delayed Capitalisation
  • Depreciation Runs
  • Fixed Asset Reports

Session 4 | Topics covered:

• Working with Fixed Assets previously acquired
  
  • DTW Asset Creation
  • DTW Asset Capitalisation
• Year-end Process - Fiscal Year Change
• Question Time - your chance to speak with and ask questions to our experts.

Session 1 | Topics covered:

• Creating a Dashboard in HANA
  • Count widgets
  • Time sliders
  • Actions on Dashboard
  • Publishing the Dashboard
  • Pervasive Analytics - KPIs

Session 2 | Topics covered:

• Boyum Dashboard
  • Common Function Widget
  • Dashboard Management
  • Dashboard Scheduler
• B1 Dashboard Editor
  • Advanced - Parameters, Maps & Drill Down
  • Charts, Pies & Colouring
  • Question Time - your chance to speak with and ask questions to our experts.

Session 1 | Topics covered:

• Introduction to Crystal Reports
• Amending Existing Layouts in SAP B1
  • Types of Data Sources
  • Change Data Sources/Create a New Connection - SQL & HANA
  • Edit Existing Tables in Standard Layouts in SAP B1
  • Changing a Logo and Static Information

Session 2 | Topics covered:

• Advanced Crystal Layout Functionality With SAP B1
  • Run Crystal Report Layout as a Command
  • Working With Parameters
  • Formulas and Conditional Formatting
  • Summary Fields and Grouping

Session 3 | Topics covered:

• Sub-Reports (e.g. Linking Serials and Batches)
• Working With Print Sequences

Session 4 | Topics covered:

• Exporting and Importing Crystal Layouts
• Authorisations - Crystal Reports in SAP B1
• Main Menu - Creating a Report Folder
• Question Time - your chance to speak with and ask questions to our experts.

Session 1 | Topics covered:

• Introduction to SQL and Query Writing
• Query Writing in SAP B1 with Query Generator
  • Identifying SAP B1 Tables and how to join tables to get the data
  • Combining queries to output the information (subquery and Union 
  • Tips and Tricks of Query Writing in SAP B1

Session 2 | Topics covered:

• Advanced Query Writing in SAP B1
  • Formatted Searches with dynamic syntax
  • Building complex queries - Trial Balance and Customer Aging reports
• Question Time - your chance to speak with and ask questions to our experts

Session 1 | Topics covered:

• Essential Setup and Configuration
• Master Data - Setup
• Resources
• Stages

Session 2 | Topics covered:

• Bill of Materials
• Production Order Processing
  • Production Order creation and statuses

Session 3 | Topics covered:

• Production Orders continued
  • Issue from Production
  • Receipt from Production
  • Completing Production
  • Standard Cost Management
  • Reporting

Session 4 | Topics covered:

• MRP: 
  • Forecasting
  • Running the Wizard
  • Recommendation Reports
  • Creating Orders - Purchase, Production and Stock Transfers
• Question Time - your chance to speak with and ask questions to our experts.

Session 1 | Topics covered:

• Purchasing
  
  • Purchase Contracts (Blanket Agreements)
  • Purchase Requests
• Purchase Orders
  
  • Manual
• Good Receipts PO
• Landed Costs
• AP Invoice
  • Approvals
• Purchase Reporting

Session 2 | Topics covered:

• Sales
  
  • Quotations
• Sales Orders
  • Back-to-back
  • Drop Ship
  • Copy and Paste
  • Available to Promise (ATP)
• Deliveries
• Invoicing
  • Manual
  • Document Generation Wizard
• Returns - RMAs, Returns and Credit Notes
• Sales Reporting

Session 3 | Topics covered:

• Stock Transactions
  • Good Receipts and Issues
  • Stock Requests and Transfers
  • Stock Counting and Posting

Session 4 | Topics covered:

• Cycle Counting
• Stock Reporting
• Question Time - your chance to speak with and ask questions to our experts.

Session 1 | Topics covered:

• Look and Feel:
  
  • New V10 Features
  • Company Login
  • Menu and Tool Bar Overview
  • Enterprise Search
  • Adding and Amending Cockpit - Dashboards and Widgets

• General Functions:
  
  • Users and Licenses
  • Authorisations
  • Display Choices
  • Date Entry
  • Function Keys

Session 2 | Topics covered:

• Master Data
  
  • Chart of Accounts
  • Business Partners
  • Items
  • Bills of Materials
  • Viewing UDFs
  • Address Formats
  • Standard Reports

• CRM
  
  • Activities and Calendar

Session 3 | Topics covered:

• Document Handling
  
  • General Sales and Purchase Flows
  • V10 Extending Button Logic
  • Form Settings
  • Structure of Documents
  • Item & Service Type Documents
  • Row Types
  • Referenced Documents and the Relationship Map
  • Attachments
  • Draft Documents
  • Document Numbering

Session 4 | Topics covered:

• Cross Functionality
  
  • Price Lists
  • BP Special Prices
  • Discounts - General, Period and Volume
  • Recurring Documents
• Enhanced Reporting
  
  • Drag and Relate
  • Alerts Capability
  • Custom Query Capability
    
• Approvals Capability
• Web Client - Introduction
• Question Time - your chance to speak with and ask questions to our experts.

Session 1 | Topics covered:

• General
  • Posting Periods
  • Foreign currencies and Exchange Rates
  • Local and System Currencies
• Chart of Accounts
  • Structure and Maintenance
  • Control Accounts
  • Account Determination
• Master Data
  • Business Partners
  • Items – (Valuation Methods)

Session 2 | Topics covered:

• Tools
  • Journal Voucher
  • Journal Entry
  • Recurring Postings
  • Reversals
  • Foreign Currency Postings 
  • Exchange Rate Differences (Revaluation)
• AR and AP
  • Invoice and Credit Note Postings
  • Down Payment vs Reserve Invoices
  • Document Generation Wizard
  • Landed Costs
• Analysis Codes
  • Dimensions and Cost Centres
  • Projects

Session 3 | Topics covered:

• Financial Reports
  • P&L, Balance Sheet, Trial Balance & GL
  • Cash Flow
  • Ageing and Statements
• Banking
  • Incoming Payments
  • Outgoing Payments
  • Payments on Account
  • Internal Reconciliation
  • Payment Wizard

Session 4 | Topics covered:

• Budgets
• VAT and MTD Reporting
• Month-End and Year-End Closing
• Q&A – Question Time