Upcoming Sessions

Join us on Thursday, 16 April, 11:00 am - 12:30 pm BST for an exclusive walkthrough of the project management module in SAP Business One.

In this session we'll cover:

• How to enable:
  • Creating stages
  • Project status
• Setting up project:
  • Adding stages
  • Adding tasks
  • Description
  • Planned costs
  • Dependencies
• Summary tab
• Open issues
• Documents
• Work orders
• Activities
• Project reports
• Project billing
•  Question time – your chance to speak with and ask questions to our expert 

Join us on Thursday, 23 April, 11:00 am - 12:00 pm BST where we'll cover:

• Introduction to web client 
• Administration and search functions
• Navigation and settings and editing home page
• Creating master data
• Creating documents
• Viewing data and analytics
• Question time – your chance to speak with and ask questions to our expert

Join us on Thursday, 14 May, 11:00 am - 12:00 pm BST. 

• Describe the main production process
• Deep dive into the following concepts:
  • Bill of materials
  • Resource
  • Routing
• How to manage production orders with routing
• How to create and manage a full cycle of production orders
• Question time – your chance to speak with and ask questions to our expert

• Overview of SAP Business One alert management
• Configuring a pre-defined alert
• User settings for alerts
• User-defined alerts
• Question time – your chance to speak with and ask questions to our expert

• Use for sales and purchasing contracts
• Creating blanket agreement
• Creating order from blanket agreement
• Creating order outside of blanket agreement
• Visibility of documents raised on blanket agreement
• Question time – your chance to speak with and ask questions to our expert

• Understanding the SAP Business One Database Landscape
  • How SAP Business One stores data in SQL server
  • Key database objects: master data tables, marketing documents, system tables
  • Naming conventions (e.g., OCRD, OINV, RDR1) and how to navigate them
  • How transactional flows map to table relationships

• SQL Query Fundamentals in the SAP Business One Context 
  • Structure of a SQL query and how SQL server processes it
  • Essential commands for SAP Business One reporting
  • Understanding primary keys, foreign keys, and linking logic in SAP Business One tables
    
    
• Writing Insight‑Driven Queries for SAP Business One
  • Joining common SAP Business One tables (customers, items, sales, purchasing, inventory)
  • Using aggregations to reveal trends and KPIs
  • Filtering and slicing data for operational insights
  • Examples of business questions answered through SQL (e.g., top customers, slow‑moving items, overdue receivables)
    

• Practical Use Cases for SAP Business One Teams
  • Sales and margin analysis
  • Stock movement insights
  • Supplier performance and purchasing trends
    

• Question time – your chance to speak with and ask questions to our expert

• Navigation
  • Special prices - price list
  • Special prices - BP special price
    • From the main menu
    • From the BP master data record
• Adding/updating/deleting special pricing
• Configuring period discounts
• Configuring volume discounts
• Overlap between price and BP special price
• Field on document showing price source
• Querying data from OSPP, SPP1, SPP2
• Question time – your chance to speak with and ask questions to our expert

• Logging in to web client
• Chart of accounts view
• Manual journals
• Processing BP payments
• Question time – your chance to speak with and ask questions to our expert
  

• Introduction to Saltbox
  • Landing page and helpful links
  • Project
    • Setting
    • Connectors
    • Assists
  • Workflow
    • Setting
    • Trigger
    • Designer
    • Files
    • Messages
  • Creating a new workflow
    • Setting up the trigger
    • Creating steps
    • Running the workflow
      • Good data - successful run
      • Bad Data - failure
    • Error handling
      • Error trace
      • Different options for error handling
        
• Question time – your chance to speak with and ask questions to our expert

• Exploring user defined fields, tables, objects, and values
• Using filtered lists in customised fields
• Customising fields with formulas
• User defined values
• Discovering analytics/tables (tool and card views)
• Creating KPI and tiles
  
• Question time – your chance to speak with and ask questions to our expert

• Introduction to Sharperlight
• Understanding the Sharperlight query builder
• Simplicity in report creation
• Creating a consolidated report
• Exporting and presenting reports
• Question time – your chance to speak with and ask questions to our expert

• Contract Templates
  • Setting Up
    • Serial
    • Customer
    • Item group
• Service Contracts
  • Setting up
• Customer Equipment Card
  • Setting in general settings
  • Creation
    • Auto-creation on delivery notes
    • How to view created equipment card
    • Further transactions and impact
    • Status
      
• Question time – your chance to speak with and ask questions to our expert

• Production process workflow
• Bills of materials management
• Resource management
• Production orders
• Issues to production
• Receipts from production
• Process maps
  
• Question time – your chance to speak with and ask questions to our expert

• Decide how and when to use activities
• Create types and subjects
• Creating activities
• Creating follow up activities
• Calendar view of activities
• Activity reporting
• Question time – your chance to speak with and ask questions to our expert
  

Join us on Wednesday, 16 December, 11:00 am - 12:00 pm GMT where we'll cover:

In this session we cover:

• How to be prepared – creating posting periods

• How to manage posting period status and auto-change to 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