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Centralizing Job Management with Eralis Job and SAP Business One | Webcast Summary

Accurately managing all the factors that impact a service-based business – budgets, purchasing, material costs, staff productivity and invoicing – can be time consuming. But it doesn’t have to be. In this Partner Showcase webcast, Eralis Software showcased how Eralis Job and SAP Business One work together to form a complete job management system. You gain the ability to monitor every aspect of every job, including detailed cost tracking, so you can quote and bill jobs more accurately. 

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How to Effectively Manage Projects: The 5 Phases of Project Management Using SAP Business One
Richard Duffy
Richard Duffy in Project Management, SAP Business One 9.3 June 25, 2018

How to Effectively Manage Projects: The 5 Phases of Project Management Using SAP Business One

Regardless of the industry that a business serves, at one point or another, it becomes necessary to act on strategic departmental or company-wide development goals. Being able to execute these plans efficiently requires active project management and a well-constructed roadmap for success. Understanding the five phases of project management, and how to leverage SAP Business One during each phase, can help deliver successful projects. 

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Project Management in SAP Business One: A Deeper Dive | Webcast Summary
Danny Pancratz in Webcasts, Project Management June 21, 2018

Project Management in SAP Business One: A Deeper Dive | Webcast Summary

ON June 21, SAP's Dan Love followed up on his April 2018 webcast  Insights from SAP: Project Accounting webcast with adeeper dive into the Project Management module in SAP Business One. This session covers the basics and also provides detailed demonstrations of both internal and external projects. 

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Simple Timesheets | Leveraging Project Management Enhancements in SAP Business One 9.3

One feature previously missing from SAP Business One was the ability to create timesheets, and then to 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. However, I present this news with a caveat you'll need to bear in mind as you consider leveraging this functionality. 

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Ask the Expert: SAP Business One Project Management & Best Practices | Webcast on June 26, 2018
Danny Pancratz in Webcasts, Project Management June 01, 2018

Ask the Expert: SAP Business One Project Management & Best Practices | Webcast on June 26, 2018

As part of our June curriculum focus on Project Management with SAP Business One, we will host our monthly "Ask the Expert" webcast with Richard Duffy on Tuesday, June 26, 2018 at 11:00 a.m. ET (note: rescheduled from June 7). These interactive webcasts are designed to be open conversations with the live attendees, as well as answer questions that come up in our community forum.

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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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Insights from SAP: SAP Business One Project Accounting | Webcast Summary
Danny Pancratz in Webcasts, Project Management, Project Accounting April 27, 2018

Insights from SAP: SAP Business One Project Accounting | Webcast Summary

In our monthly webcast cadence with SAP, Dan Love explores our ONE.Source curriculum theme for April: Project AccountingIn 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).

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Project Accounting and Project Management in SAP Business One | Video Tutorial

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

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