One feature that had previously been missing from SAP Business One is the ability to create timesheets and allocate employee time to projects. I am happy to report that this has been remedied in version 9.3 as part of the Project Management module, but it comes with a caveat you'll need to bear in mind when you switch it on.
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.
In our monthly webcast cadence with SAP, Dan Love explores our ONE.Source curriculum theme for April: Project Accounting. In this webcast, Mr. Love explains the project management functionality available in various versions of SAP Business One, along with how it can be leveraged for project accounting. Learn about functionality introduced in version 9.2, as well as new features added in the new version 9.3 (now generally available).
Project Management capabilities in SAP Business One enable users to create a central location to track transactions and tie them back to a project. You can track open issues, add activities or documents, and make your life easier with some standard reporting options.
Our Subject Matter Expert, Richard Duffy, dives into this relatively new (introduced in version 9.2) functionality in the latest installment for our 15-Minute Fundamentals video series for basic training and usability tutorials. ASUG members can watch the full video here.
As part of our April curriculum focus on Project Accounting, we hosted our monthly "Ask the Expert" interactive webcast with Richard Duffy.
In this session, Richard demonstrated some of the project functionality in SAP Business One, uses for project accounting, some newer functionality in version 9.3, as well as demo of the SAP Help Portal.
This week's tip explains how SAP Business One 9.3 enables you to import journal entries and opening balances from excel.
This week's tip explains how SAP Business One lets you choose which currency sign display option best fits your company.
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.