Saltbox Essentials - Error Handling and Administration | Wednesday, 10 September, 11:00 am BST
Join us on Wednesday, 10 September, 11:00 am - 1:00 pm GMT for a session where we'll cover:
- Logging onto Saltbox and reviewing the message screen
- How to change filters and organise the fields
- Viewing the message trace and how to identify issues
- How to retry the message
- What to do when retrying will not resolve the issue
Saltbox Automations - Creating Invoices from Open Deliveries | Wednesday, 17 September, 11:00 am BST
Join us on Wednesday, 17 September, 11:00 am - 1:00 pm GMT for a session where we'll cover how to:
- Create a new workflow
- Set the trigger options
- Adjust workflow settings for notifications and retries
- Add steps to a workflow
- Weave output queries into a new set of data
- Show the creation of an invoice from a delivery note
Web Client: An Introduction | Wednesday, 15 October, 11:00 am BST
Join us on Wednesday, 15 October, 11:00 am - 12:00 pm GMT for a session where we'll cover:
- Introduction and how to access the web client
- Administration and search functions
- Navigation and settings and editing home page
- Creating master data
- Creating documents
- Viewing data and analytics
Additional SAP Business One Objects - Creating UDT/UDOs and Analysing Data | Wednesday, 22 October, 11:00 am BST
Join us on Wednesday, 22 October, 11:00 am - 12:00 pm GMT for a session where we'll cover:
- Creation of user defined type (UDT)
- How to create a UDT
- UDT types
- No object
- Auto-incremental
- User defined objects (UDOs)
- How to create user defined fields (UDFs) for the UDT
- Creating a UDF on the UDT
- Creating a UDT linked to a UDT (instead of a list of valid values)
- Running queries against the UDT
- KPI out of UDT
Query and Analytics - Further Insights Into Your Data | Wednesday, 29 October, 11:00 am GMT
Join us on Wednesday, 29 October, 11:00 am - 1:00 pm GMT for a session where we'll cover:
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Cockpit management
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Dashboards
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KPI
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Count widgets
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Common functions
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Pervasive analytics
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Using queries for custom dashboards and KPIs
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Advanced dashboards
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Sidebar analytics
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Customer 360
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Sharperlight - Simplicity and Creating a Financial Report by Customer | Wednesday, 5 November, 11:00 am GMT
Join us on Wednesday, 5 November, 11:00 am - 12:00 pm GMT for a session where we'll cover:
- What is Sharperlight
- Data and query setuo
- How to build a report
- How to publish the report
Opportunities: Managing the Pipe | Wednesday, 12 November, 11:00 am GMT
Join us on Wednesday, 12 November, 11:00 am - 12:00 pm GMT for a session where we'll cover:
- Opportunity general configuration
- Interest levels
- Interest range
- Information source
- Industry
- Partners
- Competitors
- Stages
- Configuration
- Change order
- Creating opportunity
- General creation
- Adding activities
- Adding and creating documents
- Opportunity reports
- Opportunity pipeline/dynamic analysis
- Opportunity report
- Opportunity forecast over time
- Stage analysis
Sales: The Pre-payment Process | Wednesday, 19 November, 11:00 am GMT
Join us on Wednesday, 19 November, 11:00 am - 12:00 pm GMT for a session where we'll cover:
- Using payment terms to indicate pre-payment needed
- Pre-payment process
- Creating reminders for further deposits
Finance: Year-end Fundamentals | Wednesday, 10 December, 11:00 am GMT
Join us on Wednesday, 10 December, 11:00 am - 12:00 pm GMT for a session where we'll cover:
- Be prepared – creating posting periods
- Managing 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