B1 University - e-Learning

Administration
OPEN /CLOSE

Course Name

1. Employee Master Data
2. HR Reports
3. Define Password Policy
4. Define Approval Procedures
5. Define Data Ownership Authorizations
6. Define General Authorizations

Banking
OPEN /CLOSE

Course Name

1. SAP Business One Banking Overview
2. Bank Definitions
3. Set up Payment Terms for Business Partners
4. Set up Credit Card Definitions
5. Manual Payments - Incoming
6. Deposit Incoming Credit Card Vouchers
7. Managing Credit Card Payments
8. Cancelling Credit Card Vouchers
9. Outgoing Check Payment
10. Configure and Print Prenumbered Checks
11. Credit Card Outgoing Payment
12. User Aleternate Bill to Addresses
13. Down Payments
14. Bank Statements External Reconciliation
15. Set up Payment Wizard
16. Payment Engine Add-on

Business Partners
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Course Name

1. Business Partner Types and Records
2. Groups and Property
3. Ship-to and Bill-to
4. Activities and Reporting
5. Customer Reports

Financials
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Course Name

1. SAP Business One Overview
2. Start Using Financials
3. Charts of Accounts Structure
4. Opening Balance - Business Partners
5. Opening Balance - General Ledger
6. Sales Tax and 1099 Reporting
7. Posting a Journal Entry
8. Reverse a Journal Entry
9. Deferral with Automatic Reversal
10. Journal Vouchers
11. Posting Templates
12. Recurring Postings
13. Defining Posting Periods
14. Period End Closing
15. Continuous Stock
16. Exchange Rate Diferences
17. Internally Reconcile a Business Partner
18. Internally Reconcile a GL Account
19. Budget Management
20. Budget Distribution Methods and Scenarios
21. Budget Setup
22. Work With Budget
23. Budget Reports
24. Profit Center
25. Distribution Rule
26. Balance Sheets
27. Projects
28. Trial Balance
29. Profit and Loss Statement
30. Cash Flow Report
31. Comparison Report
32. Revaluating Financial Reports
33. Posting Periods in Financial Reports
34. Collections - Debtor Reports
35. Collections - Doubtful Debts

General Topics
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Course Name

1. SAP Business One Intro
2. Login to SAP Business One
3. Navigation
4. User Menu and Display
5. Transform and Save Documents
6. Add and Navigate Documents
7. Drag and Relate

Inventory
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Course Name

1. Item Master Data
2. Create Batch Managed Item
3. Sell Items Managed by Batches
4. Create an Item Managed by Serial Numbers
5. Sell Items Managed by Serial Numbers
6. Units of Measure
7. Packaging Process
8. Special Prices in Business One Overview
9. Special Prices
10. Color in Special Prices
11. Update Special Prices Gloabally
12. Price List by Business Partner

Production
OPEN /CLOSE

Course Name

1. SAP Business One Purchasing Overview
2. Initial MRP Definitions
3. MRP Wizard

Purchasing A/P
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Course Name

1. SAP Business One Purchasing Overview
2. Business Partner Types and Records
3. Purchase Order
4. Goods Receipt PO
5. AP Invoice
6. Document Trail
7. Stock Changes and Accounting
8. AP Reserve Invoice
9. Goods Return
10. Post Landed Costs
11. Purchasing Reporting - Item Report
12. Purchasing Reporting - Master Record Report
13. Purchasing Reporting - Open Item
14. Additional Expenses in Documents
15. Copying Documents with Additonal Expenses

Reporting
OPEN /CLOSE

Course Name

1. XL Reporter Overview
2. XL Reporter - Run Reports
3. XL Reporter - Creting Queries
4. XL Reporter - Create Report Definitions
5. XL Reporter - Report Design

Sales - A/R
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Course Name

1. Business Partner Types and Records
2. Ship-to and Bill-to
3. Commissions
4. Sales Order
5. Back-to-Back Order
6. Delivery
7. Back Order
8. Invoice
9. A/R Reserve Invoice
10. A/R Credit Memo
11. Goods Return
12. Document Generation Wizard
13. Additional Expenses in Documents
14. Copying Documents with Additional Expenses
15. Picking
16. Packing
17. Print Drunning Letters
18. Sales Reporting: Customer Reports
19. Sales Reporting: Employee Reports

Sales Opportunities

Course Name

1. SAP Business One Sales Overview
2. Business Partner Types and Records
3. Groups and Property
4. Ship-to and Bill-to
5. Commissions
6. Calendar Activities
7. Sales Opportunities Set Up Initialization
8. Potential and General Tabs
9. The Summary Tab and Other Tabs
10. Sales Opportunity Reports Selection Criteria
11. Activities and Reporting
12. Sales Opportunity and Opportunities Forecast Report
13. Stage Analysis and Opportunities
14. Sales Quotation

Service
OPEN /CLOSE

Course Name

1. SAP Business One Service Overview
2. Service Warranty and Support
3. Service Calls and Solutions Knowledgebase
4. Service Reporting and Creating Equipment Cards Manually

Web Tools
OPEN /CLOSE

Course Name
1. Introduction to Web Tools
2. Navigation and Terminology
3. Installing the Installer
4. Configuring SAP Business One and Licensing E-Commerce and Web CRM
5. Sync Manager - Installation
6. Sync Manager - Configuration
7. Sync Manager - Running Sync
8. Creating Internal Users
9. Internal Users - Roles and Memberships
10. Company Configuration and Settings
11. Managing Expenses
12. Configuring Messages
13. Credit Card Configuration
14. Catalog and Items
15. Item Attributes and Groups
16. Theme Configuration
17. Coupons and Price Lists
18. Indexing and Item Weighting