ONE.Source | Blog

Insights from SAP: Leveraging CRM Functionality in SAP Business One | Webcast Summary

In this webcast, SAP's Idit Saguey reviewed frequently asked questions about the customer relationship management (CRM) functionality in SAP Business One. While CRM was the primary focus, use cases and demonstrations also touched on how CRM ties into project accounting and accounts receivable

Topics included campaigns and advertising promotions, billing hours to a project, cleaning up customer records, as well as managing commissions for your sales employees. 

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Tip of the Week | Currency Codes Are Taking Sides

Each week, Ari Schipira, SAP Business One Director of Product Management, shares his SAP Business One Tip of the Week via Linkedin. 

This week's tip explains how SAP Business One lets you choose which currency sign display option best fits  your company. 

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Insights from SAP: Finance & Accounting with SAP Business One (AP, AR, & G/L) | Webcast Summary

In our monthly webcast cadence with SAP, Michael Cardi explores our ONE.Source curriculum theme for March: Financials. Topics centered around financial operations and accounting with the General Ledger, Accounts Payable, and Accounts Receivable functionality in SAP Business One, including many options for generating financial reports.  

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Branching Out with SAP Business One | Webcast Summary

Our second webcast with Richard Duffy for ONE.Source Financials month covers the branch capabilities in SAP Business One. Learn what the branch functionality does, how it works, when you should use it, and – importantly - when you should not.

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Tip of the Week | Service Provider? Let B1 Serve You!
Danny Pancratz in Usability, Accounts Receivable, Service March 19, 2018

Tip of the Week | Service Provider? Let B1 Serve You!

Each week, Ari Schipira, SAP Business One Director of Product Management, shares his SAP Business One Tip of the Week via Linkedin. 

This week's tip explains how you can set SAP Business One to automatically create customer equipment card for each serial number that is issued via delivery or A/R invoice. 

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Deploying Purchasing and Inventory Control after Sales and Financials (Customer Story: Gaumard Scientific, Inc.) | Webcast Summary

In our March customer spotlight webcast, we learned from the success of SAP Business One customer, Gaumard Scientific. This webcast discussed the challenges they faced, as well as the solutions developed to address those challenges. 

Topics include migrating from excel, discontinuing manual purchasing, and incorporating purchasing and inventory control after sales and financials

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A Focus on Financials with SAP Business One | ONE.Source Curriculum for March 2018

Each month in 2018, our ONE.Source community will feature one or two topics to feature across the month. If you missed it, our focuses thus far have been Logistics (January) and Integration (February). Now on to March...

General Ledger, Accounts Receivable, and Accounts Payable -- these three modules may not be the most glamorous of all the functional areas in SAP Business One, but they are critical to running your business profitably and optimizing your cash flows. These modules offer a number of ways to streamline your business operations and..

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Tip of the Week | Blanket Agreement is Everywhere
Danny Pancratz in Accounts Payable, Usability, Financials, Accounts Receivable March 05, 2018

Tip of the Week | Blanket Agreement is Everywhere

Each week, Ari Schipira, SAP Business One Director of Product Management, shares his SAP Business One Tip of the Week via Linkedin. 

This week's tip explains how you can create a reference to blanket agreement in incoming and outgoing payments. 

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Tip of the Week | Analyze Sales By Blanket Agreements
Danny Pancratz in Usability, Financials, Accounts Receivable January 29, 2018

Tip of the Week | Analyze Sales By Blanket Agreements

Each week, Ari Schipira, SAP Business One Director of Product Management, shares his SAP Business One Tip of the Week via Linkedin. 

This week's tip explains how SAP Business One enables you to generate the sales analysis report and group the results by blanket agreements.

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Tip of the Week | Canceling Documents? Timing is Everything
Danny Pancratz in Best Practices, Usability, Accounts Receivable December 04, 2017

Tip of the Week | Canceling Documents? Timing is Everything

Each week, Ari Schipira, SAP Business One Director of Product Management, shares his SAP Business One Tip of the Week via Linkedin. 

This week's tip explains how  SAP Business One enables you to set date range in which users are allowed to cancel documents by using documents cancellation.

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