Mastering SAP Business One is highly valuable for ERP consultants, SME business analysts, and system administrators. Completing a structured training program prepares candidates to natively configure the software, train operational end-users, and successfully pursue the SAP Certified Application Associate credential. SAP Business One (SAP B1) is a unified Enterprise Resource Planning (ERP) solution specifically engineered to streamline and automate core operational workflows for small and medium-sized enterprises (SMEs). Training in this system equips professionals with the necessary skills to integrate financials, sales, supply chain, and production processes into a single centralized database.
Key skills and concepts covered throughout this course.
4 outcomes
Financials and Accounting: Managing the core chart of accounts, processing manual journal entries, handling accounts payable/receivable (AP/AR), executing banking reconciliations, and performing period-end financial closings.
Sales and CRM: Overseeing the complete Order-to-Cash cycle, which includes tracking initial sales opportunities, issuing quotations, generating final invoices, and managing ongoing customer service contracts.
Purchasing and Inventory Control: Executing the Procure-to-Pay cycle while strictly monitoring inventory valuations, managing multiple warehouse bin locations, and tracking item serialization and batch numbers.
Production and MRP: Leveraging the Material Requirements Planning (MRP) wizard to optimize stock levels based on demand forecasts, alongside structuring complex Bills of Material (BOMs) for the manufacturing lifecycle.
Course Contents
Introduction
What Is SAP Business One?
Breaking Ground for Small and Midsize Businesses
SAP Implementation Methodology
Getting Started
Personality of SAP Business One
Building Documents from Reusable Parts
Knowing Where You Are
Finding What You Are Looking For
Getting Where You Want To Go
Basics of Financial Accounting
Overview of Financial Accounting
Setting up Financial Accounting
Performing Daily Procedures
Maintaining Records
Period-End Procedures
Incoming and Outgoing Payments
Internal Reconciliation
Cost Accounting
Budgeting
Cashflow
Inquiries and Reports
Entering and Managing Master Data
Master Data use in SAP Business One
Master Data Creation and Management
Setting up Predefined Values and Defaults for Master Data
Creating Business Partner Master Data
Creating Item Master Data
Sales Documents and Accounts Receivable
Sales-A/R Process
Key Calculations: Gross Profit and Weight and Volume
Taking It Step by Step
Building One Document from Another
Processing Groups of Documents
Accounting and Inventory Impact
Purchasing Documents and Accounts Payable
Purchasing-A/P Process
Common Structure and Key Data
Stock Valuation Reports
Taking It Step by Step
Building One Document from Another
Accounting and Inventory Impact
The ABCs of MRP
Material Requirements Planning (MRP)
Preparing for an MRP Run
Using the Wizard to Execute an MRP Run
MRP Checklist
Production
Bill of Material Types
Resources
Production Order
Sales Opportunities
Sales Opportunities
Managing Sales Opportunities in SAP Business One
Managing Sales Opportunities in Microsoft Outlook
Reporting on Sales Opportunities
Campaign Management
Service Module
Service
Equipment Cards
Creating Service Calls
Service Reports
Document Creation, Authorizations, and Approvals
Document Creation Features
Authorizations, Approval Procedures, and Document Drafts
Accelerating Document Creation through Wizards
Printing Documents and Reports
Document Layouts and Reports
Initial Setup
Print Layout Designer
Inventory
Valuation Methods
Warehouse Setup
Pick and Pack
Pricing
Before you begin
Course requirements
Review the recommended knowledge and tools before joining.
4 requirements
Background: Experience in Accounting, Finance, Business, or Cost Control