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Customer Relationship Management (CRM) and Marketing with SAP Business One | Video Tutorial
Danny Pancratz in Videos, Usability, Fundamentals, Business Partners, CRM, Opportunities May 24, 2018

Customer Relationship Management (CRM) and Marketing with SAP Business One | Video Tutorial

As we covered in a recent blog post, CRM functionality is everywhere with SAP Business One. In this double-sized chapter of our 15-Minute Fundamentals video series, we cover the primary areas customers can leverage SAP Business One for customer relationship management (CRM), as well as how the Business Partners module can also be used to manage suppliers. Additionally, we look at campaign management and how SAP Business One can be used with marketing efforts. 

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Tip of the Week | Add More Query Authorization Groups
Danny Pancratz in Best Practices, Usability, SAP Business One 9.3 May 21, 2018

Tip of the Week | Add More Query Authorization Groups

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 to setup and define query authorization groups in SAP Business One. Earlier versions allow for up to 15 authorization groups, and the recently released version 9.3 now allows up to 1,000 groups. 

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Tip of the Week | It's Time for Change Logs Cleanup
Danny Pancratz in Best Practices, Usability, SAP Business One 9.3 May 14, 2018

Tip of the Week | It's Time for Change Logs Cleanup

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 the Change Logs Cleanup utility in SAP Business One 9.3 enables each business to maintain change logs according to its specific needs. 

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Tip of the Week | Get Your Reports Any Time, Any Place

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 - using SAP Business One 9.3, version for SAP HANA - you can generate and access Crystal Reports and Excel-based reports via the Analytical Portal. 

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Tip of the Week | Small Items Deserve Pricing Unit
Danny Pancratz in Usability, Inventory, SAP Business One 9.3 April 30, 2018

Tip of the Week | Small Items Deserve Pricing Unit

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 SAP Business One 9.3 introduces the Pricing Unit to enable businesses to manage inventory of small items by single item.

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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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Tip of the Week | Set Your Determination Criteria by User Defined Fields
Danny Pancratz in Usability, Financials, General Ledger, SAP Business One 9.3 April 23, 2018

Tip of the Week | Set Your Determination Criteria by User Defined Fields

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 9.3 enables you to expand the pre-defined list of determination criteria by supporting up to five user-defined fields.

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Tip of the Week | Set Up Your User Preferences
Danny Pancratz in Usability, SAP Business One 9.3 April 16, 2018

Tip of the Week | Set Up Your User Preferences

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 9.3 introduces a new icon in the toolbar to allow users to personalize their working environment.

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Tip of the Week | Import Transactions from Excel is Easy

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 9.3 enables you to import journal entries and opening balances from excel.

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Dunning Process and Managing Debt Collection with SAP Business One | Video Tutorial
Danny Pancratz in Videos, Usability, Financials, Fundamentals, Business Partners April 05, 2018

Dunning Process and Managing Debt Collection with SAP Business One | Video Tutorial

SAP Business One has some standard functionality to help you better manage Business Partners and collect on your debts. In this double-sized "15-Minute Fundamentals" video, learn how to use the Dunning process via the Dunning Wizard and the Dunning History Report.  

ASUG members can watch the full video here, as well as other segments in our 15-Minute Fundamentals video series for basic training and usability tutorials.

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