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92 Intro 12 Overview GettingStarted

SAP business one

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17 views

92 Intro 12 Overview GettingStarted

SAP business one

Uploaded by

Shradhanjali Behera
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
You are on page 1/ 21

Public

Getting Started
SAP Business One, Version 9.2

e only with an image


Use this title slid
Objectives

At the end of this module, you will be able to:


 Log on to SAP Business One
 Navigate in the system
 Set up a personalized cockpit

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 2


Business Example

As a new team member at OEC Computers, you will be cross training in


a number of areas.
You want to set up a SAP Business One cockpit that will make your job
easier to do and quicker to get up to speed on new tasks.
Your first steps will be to log into the system, learn how to navigate and
set up a cockpit that will support your needs.

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 3


Superusers and End Users

Superusers
 Access to everything
End Users
 Restricted due to
authorizations
 Typically see a
subset of the menu

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 4


Choose Company

Server Administration  Choose Company

Company Databases

User Company

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First impressions

Click on the
icon to open
or close the
Modules
menu

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Drill down or Search the Menu

Drill into the menu, or… As you type,


…use Menu Search the menu item
Click on a is found.
to find transactions
Module
to open it
further

Click on the
A dash indicates a transaction; menu item
a folder indicates a menu with to open the
items underneath window.

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 7


Menu Bar and Toolbar

Menu Bar
Toolbar

File Toolbar View Toolbar

Print Preview Export to MS-Excel Find Next Record


Print Export to MS-Word Add Last Record
Send E-mail First
Export to PDF Refresh
Send SMS Record
Launch Application Record
Send Fax Previous
Lock Screen Record

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 8


Online Help

Online Help
 Context-sensitive help
 Field Level Help
System Message Log
 Errors, warnings and information
 Message history
 Direct li

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 9


Cockpit Options

SAP Business One To choose cockpit type:


provides cockpits you can Administration >
personalize to provide System Initialization >
valuable information for a General Settings >
user’s daily operations and Cockpit tab
decision-making.
Fiori-Style Cockpit

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Cockpit Public 10
Personalizing the Cockpit

You can personalize the cockpit to streamline your work


environment. Move, add or delete widgets.

Use this icon to edit the cockpit


 The cockpit widgets will gray out
 You can drag unwanted widgets to the trash can
 You can rearrange the widgets

Use this icon to open the Widgets Gallery


 Choose widgets by clicking on the plus symbol
below each widget
 Then return to the cockpit by using the arrow

Use this icon to finish editing


© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 11
Widget Gallery

Narrow the selection Search for a


of widgets by type widget by name

Use the
back arrow
to return to
the cockpit
after editing

Choose a widget by clicking on the plus sign


© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 12
Cockpit Widget Types

Operational Widgets Analytic Widgets

 Workbenches  Dashboards

 Common Functions  Key Performance Indicators


(KPIs)
 Messages and Alerts

 My Recent Updates

 Business Object Count

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 13


Four Standard Workbench Widgets

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 14


Common Functions

Common Functions widget


allows you to open transactions
with a click.

Wrench icon opens visual


instructions on adding or removing
transactions from the widget.

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 15


Recently Updated Objects Widget

 Widget gives a list of a user’s recent transactions

 Includes marketing documents, master data, accounts


and more

Click on an item on
the list to view the
transaction

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 16


Business Object Count Widget

 Displays the number of results from a query


 Predefined widgets exist to count:
• Sales Orders Not Delivered
• Open A/R Invoices
• Purchase Orders Not Received
• Open Inventory Transfer Requests
 You can create your own count widgets,
such as this delivery count widget.
 From the widget you can:
• Open the query results
• Open a related business object
© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 17
Dashboards

SAP provides a large number of


pervasive dashboards.

Authorized users can create


their own dashboards and add
them to the widgets gallery

Additional actions can be


added to dashboards so that
users can take immediate
action based on analytic
insights.

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 18


Key Performance Indicators (KPIs)

At the top left The KPI value appears in the center.


of the KPI The color indicates that this KPI
widget, has reached its goal.
you see
the name.

This KPI shows an


In the bottom upward trend.
left, you see The arrow’s color
the data indicates a positive
range for the trend.
KPI.
© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 19
Simplifying the main menu

A user can hide or display entries in the main menu


using the Form Settings – Main Menu window

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 23


Summary

 A company is represented as a database inside SAP Business One.


 There are two types of users: superusers and normal (end) users.
 A horizontal menu bar displays at the top of the screen and the main Modules
menu is on the left.
 Commonly-used menu bar functions are represented as icons in a toolbar.
 A menu search allows you to quickly find items in the Modules menu.
 Users can personalize a cockpit to suit their needs. Users can rearrange, delete or
add widgets from a widget gallery.
 Authorization groups are an easy way to assign widgets for role-based cockpits.
Four predefined role-based cockpits provide widgets tailored to a user’s daily
operations and analytic needs.
 Users can hide menus and items in the Modules menu by using Form Settings.

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 24

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