SAP Business One

Troubleshooting

• Emailing with MS Office365 Modern Authentication
• SAP Business One Error: Connection to the Database Is Lost
• Using Office 365 to send e-mails via SAP (SBO Mailer)
• Font size change not saved after changes in General Setting
• Reasons for Slow System Performance
• Power Profile BIOS Setting

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Reporting

• Crystal Reports for SAP Business One Matrix
• See the Sum Total of a Column in Query Results
• Disable Preliminary Page on Print Layout Designer
• Using the Query Generator
• Standard Sales Reporting
• Standard Purchasing Reporting

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Hosting

• ProjectLIne Hosting - Additional Information
• Connection Issues - Hosting User
• Setup SAP Business One RemoteApp Connection
• How to access your SAP Business One remotely - Hosted User

Go-Live

• Opening Balances - Overview
• Opening Balances - Accounts Payable
• Opening Balances - Accounts Receivable
• Opening Balances - Fixed Assets
• Opening Balances - Inventory
• Opening Balances - Non Financial Documents

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General Info

• Currencies & Exchange Rates
• How to Check Current SAP Business One Version
• Log4j2 Vulnerability and SAP Business One
• ProjectLine Customer Success Program - SAP Business One
• Using the Help Menu

Financial Admin

• SAP Business One Year-End Close Procedures
• Cash Flow Reporting in SAP Business One
• Create an SAP Business One Recurring Journal Entry Posting
• Create Journal Entry Posting Templates Based on Percentages
• Using the Journal Entry Import Tool

Production & MRP

• Production Module Enhancements in Version 9.3
• Resource, Production & MRP Enhancements in Version 9.1
• Using the MRP Wizard: Top 3 Things to Know

SAP Resources

• How Customers and Prospects Access the SAP Learning Hub
• How to Access SAP Community Network
• How to Access the SAP Business One Help Portal
• How to Access the SAP Business One YouTube Channel
• How to Access the SAP Customer Influence Site
• SAP Business One 9.3 Release Highlights

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Companion Solution Resources

• BizInsight Excel Suite
• Boyum B1 Dashboards
• Boyum B1UP Macros: Automating Processes
• Boyum B1UP: Extend & Customize SAP Business One
• Boyum Outlook CRM Integration
• Clarity Payroll FAQ

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Usability Tips

• Update Address Format in SAP Business One
• Send Multiple Documents by Email from SAP Business One
• Apply Authorization to Main Menu
• VIDEO: Business Partner Properties in SAP Business One
• How to Use the Search Menu
• Hide Unused Menu Functions

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Warehouse Management

• Inventory Cycle Counts
• Bin Location Management

Sales Opportunities

• VIDEO: Pull a List of Customers Into Excel
• VIDEO: Using Campaigns in SAP Business One
• Sales Opportunity Management

Item & Price Management

• Remove Unpriced Items
• Using Unit of Measure Groups
• How to Use Business Partner Special Pricing
• Using the Prices Update Wizard
• Benefits of Using Business Partner Special Pricing

Order Management

• Available to Promise: Top 3 Things to Know
• Drop Shipping: Top 3 Things to Know
• How to Apply a Deposit on an A/R Sales Order
• Using the Last Prices Report

Reconciliations

• Performing Bank Reconciliations
• Inventory to G/L Reconciliation
• Reconcile Credit Card Statement
• Pay Credit Card via A/P Invoice & Outgoing Payment
• Pay Expenses by Credit Card
• Pay A/P Invoice by Credit Card

Setup

• SAP Business One Hana Studio Setup
• SAP Business One Mobile Set-up
• Units of Measure - Advanced G/L Account Determination
• Company Branches & Fixed Assets: Enhancements in Version 9.1
• Download Microsoft Remote Desktop Connection Software
• Setup Credit Cards for Purchasing

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Procurement

• Using Purchase Requests
• Handling Sub-contracted Inventory Costs

Dashboards

• Create a Dashboard KPI Widget from a Saved Query

Banking

• Multi-currency Bank Account Transfers

Super-user Functions

• How to request a new user if you are a hosted customer
• Super-user Functions: Enhancements in Version 9.1
• Managing Users & Licenses
• How to See Users Connected to Your System
• Creating Posting Periods in SAP Business One
• SAP User Administration

Document Printing

• Printing Checks Using Payment Wizard
• Printing Checks Using Document Printing

Tools & Utilities

• How to Map WebDAV Folders - Hosted Users
• Work on the Go with SAP Business One Mobile App
• A Guide to User-defined Objects
• Tracking Unique Data with User-defined Fields
• Remote Support Platform: Top 3 Things to Know
• A Guide to Using User-defined Fields

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Tax Management

• Non-reclaimable Sales Tax

Technical Requirements

• Mobile App Security Certificates
• Converting to SAP Business One, Version for HANA
• Specifications and Best Practice for On-Premise SAP Business One MS SQL Landscapes

Fixed Assets

• Working with Fixed Assets

Data Import / Export

• Import from Excel & Copy/Paste: Top 3 Things to Know
• Copy a Table Using the Right-click Menu
• Update Price Lists Using Data Import
• Data Transfer Workbench (DTW) Tips

Alerts

• Create an Alert Based on a Saved Query
• Using Alerts to Stay on Top of Your Business
• Using Alerts & Approval Procedures