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SAP Business One Tips and Tricks 9.3

Every year at the infamous Biz.One Conference, Oren Tabib, Pioneer B1 Owner & President presents his infamous Tips & Tricks Presentation! This year he was accompanied by SAP Manager M. Cristina Ramirez of Gaumard Scientific.

Read on below to see an outline of the presentation, or watch the video ON DEMAND Here.

 

Oren and Cristina share a plethora of tips, but to make it easy for you, they have split them up into 3 different sections: Admin, Cross-Functional, and Financial.

Admin

  • Connected Users
  • Single Sign On
  • User Groups
  • BoM Component Management

Cross-Functional

  • Live Collaboration Tool
  • Attachment Tricks
  • Ctrl + Tab Options
  • Enhanced User Experience
  • System Messages
  • Document Cancellation
  • Activity Recipient List

Financial

  • Report Templates
  • Confidential Accounts
  • Period Status
  • Tax Options

ADMINISTRATION

Connected Users

Admin > Utilities > Connected Clients

Connected Clients Console

User Disconnected Alert

Single Sign On

Set up Secure Login to log on to SAP using your windows credentials

SAP B1 login screen

For More Information vist SAP Help HERE.

User Groups

Administration > Setup > General > User Groups

Administration drop down menu to User Groups

User Groups Access Console

Bill of Materials (BOM) Component Management

Production > Bill of Materials – Component Management

Change, add, or delete multiple BOM lines with 1 click

BOM Component Management Screen

CROSS-FUNCTIONAL

Live Collaboration Tool

To Enable: Administration > System Initialization > General Settings, Service Tab

Live Collaboration Tool

To Open:

Access panel for Collaboration Tool

Attachment Tricks

Enter notes to describe any given attachment

attachment notes form

Specify attachment folder per user

attachment paths form

Ctrl + Tab Options

Press ctrl + tab on various fields in marketing documents to open new windows and extend form functionality

Table with Ctrl+Tab Options

Enhanced User Experience

Menu Search

Menu Search Form

Manage Multiple Open Windows

drop down window menu

Query Manager Search

Query Manager Screen

Tool Tip Preview

Tool Tip Preview example

Copy to/from Excel

Copy to Table Drop-Down Menu

User Setup

User Setup Menu Access

User Setup Screen

Change Menu Names

Administration > System Initialization > Document Numbering, Change Menu Names Column

Change menu names example

Drop down menu of Sales Folder

SAP Business One Tips and Tricks 9.3 Resources

Looking for more information? Below are a few links carefully selected by our experts that should give you everything you need to know about SAP Business One. Feel free to browse our resources or check out our knowledgebase. If you have any questions about SAP Business One Version 9.3 or want to know how you can run your business better with SAP B1, reach out to us by phone 855-202-5087 or email info@pioneerb1.com.

SAP Business One Tips and Tricks PDF

SAP Business One LinkedIn Tips and Tricks Group

SAPBusiness One Tips and Tricks Presentation on Youtube

Pinterest
LinkedIn

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