SAP Business One Fundamentals: Introduction

Overview

• Introduction to SAP Business One basics
• Focus on logging in, navigation, and user interface

Logging into SAP Business One

• Start screen: Username and Password required
• Single Sign-On (SSO):
  • Log on using Windows account if configured
  • Map Windows user to SAP Business One user

User Interface Overview

Main areas:

1. Standard SAP Business One Skin
   • May vary if using SAP Business One for HANA or if cockpit is enabled
2. Menu Structure
   • Modules you've access to listed under Main Menu
   • Sub-menu options under each module
3. Drag & Relate
   • Drag items to see related data
   • Golden Arrows: drill down to underlying data
   • Blue Back Arrow: return to the previous screen
4. Grid View & MS Excel Export
   • Data can be viewed in grids and exported to Excel

Common Tasks and Functionalities

Business Partner Master Data

• View and drill down using Golden Arrows

Sales Orders

• Create a sales order or view existing orders
• Open multiple screens and switch between them
• Example scenarios: Checking AR invoices for customers

Cockpit Functionality

• Enable cockpit via Tools > Cockpit > Enable My Cockpit
• Cockpit displays information on the desktop post login
• Different dashboard widgets for different roles (Sales, Service, Finance)
  • Customize dashboards via settings

Customizing Personal Settings

• Access personal settings through the toolbar icon
• Modify personal details, display settings, and skins
• Each field with more options indicated by icons (drop-down list or ellipsis)

Widgets and Dashboards

• Browser Widget: Messages and alerts
• Dashboard Widget: Various widgets (e.g., Sales Analysis, Finance)

Key Shortcuts and Tips

• Open/close screens via top-right 'X'
• View common functions quickly in the cockpit
• Use search functionality for quick access to data and menus

Final Advice

• Experiment in sample data to familiarize with the system
• Upcoming sessions will cover each module in detail