SAP Business One Tips and Tricks

SAP Business OneTips and TricksTAMI BEVERSONController, CommUSA

Tips and Tricks Intro

• My background is in Accounting and Human Resources! As the Controller for CommUSA, an authorized Motorola two-way radio reseller, I am also their SAP B1 Administrator.

• We went live with B1 in July 2009 on Version 2007 after enduring a 6-month implementation. We quickly learned how crucial the relationship is with the “right” partner. After making the switch to Vision33 in August 2009, we have since upgraded to 8.8, then to 9.1, and recently to 9.3 in August. We currently have 26 licenses!

• Thank you to Oren Tabib, from Pioneer B1, for your collaboration on today’s content!

Tips and Tricks Benefits

• Increase “Out of the Box” Product Usability

• Reduce Development Needs & System Complexity

• Improve User Efficiency & Business Performance

• Enhance Collaboration Amongst Users

• Stimulate Potential Product Development Ideas

What I’ll Cover

• Selected 9.3 Features• Administration Streamlining• Big Picture Functionalities • Additional Tips & Tricks• Resources to Take Home• Questions• How to Connect with Me

Selected 9.3 Features

• Return Request (RMA) – A/R & A/PDoes not affect inventory & keeps assigned doc #Can copy to/from Deliveries & Invoices

• Toggle PIF Doc Status to Open – To Use “Copy From”Keeps “Relationship Map” intact

• Journal Entry “Remarks Template” – Similar to Predefined Text“Import from Excel” – For large amounts of data (i.e. Payroll)

• Additional GL Drawers & Categories (see Account Details)Allows for “Suspense Accounts” only related to the Trial Balance

• Ability to Search for Queries (without opening Query Manager)

Administration Streamlining

• Single Line Bank DepositsAdministration – System Initialization – Document Settings – Per Doc

• Change Log Instance Setting (“out of box” is 99)Administration – System Initialization – General Settings – ServicesAdministration – Utilities – Change Logs Cleanup (9.3)

Ability to delete by date & type• Logging Off “Orphan” User InstancesAdministration – Utilities – Connected Clients

• Master Data CleanupAdministration – Utilities – Mater Data Cleanup Wizard

1. Deactivate Selected Items or Business Partners2. Remove Master Data with no Transactions Posted

Big Picture Functionalities

• Edit Form UI (i.e. Query “remove” button)Administration – System Initialization – Authorizations – GeneralTools – Edit Form UI

• F Keys SetupTools – My Shortcuts – Customize

• Outlook Integration (Emailing from SAP/Saving to SAP)• Cancellation Docs vs. CreditingRe-opens base docsTo exclude from queries: Canceled = ‘N’

• Cockpits for Specific Functions & Open DocsAdministration – System Initialization – General Settings – Cockpit Tools – Cockpits – Enable – Enable My Cockpit

Additional Tips & Tricks

• Table & Query Display Expanders(i.e. Financials – Financial Reports – Accounting – General Ledger)

• Copy To/From List is Blank (Item vs. Service type)• “Item” Credit Memo to not affect InventoryForm Setting – Table Format – Without Qty Posting

• Move $$$ to/from BP’s (Ctrl Tab within Journal Entry)• Vendor is also CustomerBP “Accounting” Tab – Connected Customer

• Journal Entry Preview (Right click in doc header/footer)• Refresh Button (updates the current screen/document)

Additional Tips & Tricks (cont.)

• Lookup/Search Feature (searches Master Data and Documents)• Additional BP Address FieldsAdministration – Setup – Business Partners – Address FormatsAlternatively Update Marketing Doc PLD’s or Crystal Reports

• Parent/Child BP Setup (for use with customers like school districts)BP – Accounting Tab – Consolidating BP

• Changing Marketing Doc Table Column OrderForm Settings – Table Format – Click/Hold & Drag

• Quick Date Entry KeystrokesNumeric date only; returns current full dateAny key returns current date

Resources to Take Home

• SAP B1 Weekly Tips & Tricks: https://blogs.sap.com/2016/02/17/sap-business-one-tips-are-one-click-away/

• SAP Learning Hub: https://learninghub.sap.com/

• SAP Press: https://www.sap-press.com/SAP Business One: Business Users Guide written by Carl Lewis of Vision33

• SAP B1 SQL Tips & Tricks: https://wiki.scn.sap.com/wiki/display/B1/SAP+B1+SQL+Tips+and+Tricks

• LinkedIn SAP B1 Tips & Tricks group: https://www.linkedin.com/groups/12076070

• YouTube & Partner Websites

Questions?

How to connect with me

Email: [email protected]: 800-338-1949Cell: 760-415-3707