Lumiya - Invoice Automation | Thursday, 1 October, 11:00 am BST
Join us on Thursday, 1 October, 11:00 am - 12:00 pm BST to see Lumiya in action across the complete procure-to-pay process, including how to:
- Raise and approve a purchase order
- Receive goods against the PO
- Capture supplier invoices automatically using AI
- Match the invoice to the PO and goods receipt
- Handle approvals
- Post the completed transaction to SAP Business One
- See real-time visibility of purchasing activity and status
- Question time – your chance to speak with and ask questions to our expert
Sharperlight - Simplicity, Creating a Consolidated Report | Tuesday, 13 October, 11:00 am BST
- 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
SAP Business One - Setting Up and Handling Warranties Post-Sale | Wednesday, 28 October, 11:00 am GMT
- Contract Templates
- Setting Up
- Serial
- Customer
- Item group
- Setting Up
- 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
Web Client - The Production Process | Thursday, 5 November, 11:00 am GMT
- 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
SAP Business One - Importing Items and Prices | Wednesday, 11 November, 1:30 pm GMT
- How importing tools work
- How to work with importing templates
- DTW vs. import from excel process
- Relationships between templates
- How to create templates for items and prices
- How to manage full items and price imports
- Question time – your chance to speak with and ask questions to our expert
SAP Business One - Mastering an Activity | Tuesday, 17 November, 11:00 am GMT
- 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
Web Client - Recent Features | Thursday, 3 December, 11:00 am GMT
Finance - Year End Essentials | Wednesday, 16 December, 11:00 am GMT
Join us on Wednesday, 16 December, 11:00 am - 12:00 pm GMT where we'll cover:
In this session we cover:
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How to be prepared – creating posting periods
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How to manage posting period status and auto-change to closing period
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Month-end closing
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Year-end closing
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Recurring postings
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Recurring transactions
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Question time – your chance to speak with and ask questions to our expert