8/9/2019 TTP 3-Day Outline

1/3

TRAIN-THE-TRAINER PROGRAM

SAP BUSINESS ONE - LOGISTICS

Duration: 8 hours

COURSE OBJECTIVES

At the end of this course, students must be:

1. Able to perform the fundamentals of SAP Business One

2. Create the master data for an item or a business partner

3. Perform the basic steps in the procurement process using SAP Business One

4. Perform the basic steps in the sales process using SAP Business One

COURSE CONTENT Est. Time

I. Getting Started 1.5 hours

a. Log into SAP Business One

b. Set display parameters

c. Set up shortcut keys

d. Searching for a particular business partner or item

e. Use Drag & Relate

II. Master Data & Document Handling 1.5 hours

a. Create a master data for a new supplier, customer and prospect

b. Create a master data for a new item

c. Create item & service type marketing document

d. Add, delete and duplicate rows in a marketing documents

e. Changing default view by using Form settings

III. Purchasing Process 2.5 hours

a. Perform the steps in purchasing process

b. Create good receipt POs for partial quantitiesc. View inventory status for items purchased

d. Discuss the effects of the purchasing documents on inventory and accounting

IV. Sales Process 2.5 hours

a. Perform the steps of the sales process

b. Discuss sales documents’ effects on inventory and accounting

c. Run the open item list

d. Perform an item availability check in a sales order

8/9/2019 TTP 3-Day Outline

2/3

TRAIN-THE-TRAINER PROGRAM

SAP BUSINESS ONE - FINANCIALS

Duration: 5 hours

COURSE OBJECTIVES

At the end of this course, students must be:

1. Perform the steps in the basic banking process

2. Define and manage the Chart of Accounts

3. Post manual journal entries and other posting tools

4. Perform the steps in the Period-End Closing Utility

5. Run reports and Financial Statements using SAP Business One

COURSE CONTENT Est. Time

I. Banking Process 1.5 hours

f. Post payments manually using different payment means

g. Post cash and check deposit

h. Use Payment Wizard

i. Use the manual reconciliation function

II. Chart of Accounts & General Ledger 1.5 hours

f. View the Chart of Accounts

g. Create, change, and delete general ledger accounts

h. Post using manual Journal entries and other posting tools

i. Reversing a posted Journal entry

III. Posting Periods Process 1.0 hours

e. Run the Period-End Closing Utility

f. Internally reconcile G/L and business partner accounts using

the manual, semi-automatic, and automatic reconciliation typesg. Undo and correct internal reconciliations

IV. Controlling Reports 1.0 hour

e. Create a financial reports template

f. Run various Financial Statements

8/9/2019 TTP 3-Day Outline

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TRAIN-THE-TRAINER PROGRAM

SAP BUSINESS ONE - ADVANCE & IMPLEMENTATION

Duration: 9 hours

COURSE OBJECTIVES

At the end of this course, students must be:

1. Create a new company and set up the basic information

2. Manage the user accounts and define general authorization

3. Use the customization tools in SAP Business One

COURSE CONTENT Est. Time

I. Creating a new company 1.5 hours

a. Create a new company in your localization

b. Set up basic information for your new company

c. Back up new company

II. User Accounts & Authorization 1.5 hours

a. Set the password policy

b. Define departments and user accounts

c. Set the password for a new user

d. Define general authorizations

III. Alerts & Approvals 1.0 hours

a. Set alerts to notify users when exceptions occur during a

business process

b. Define approval processes to prevent the addition of unauthorized

marketing documents to the system

IV. Customization Tools 5.0 hours

a. Create formatted search in a marketing documentb. Add additional fields to documents as user-defined fields

c. Create a user-defined table

d. Run Query Wizard and Query Generator