TB1000 Unit 01-2 Overview Sol

-Solutions
Unit: SAP Business One Basics

Topic: Getting Started
At the conclusion of this exercise, you will be able to:

 Log into SAP Business One
 Set display parameters
 Set up and use a cockpit
 Navigate through records
 View Online Help
In this exercise, you begin exploring SAP Business One.

After logging into the system, you will set display
parameters and set up shortcut keys.
You will set up a cockpit with frequently used
transactions.
Please note that the exercises were written for the British localization with the language
set to English (United States). Menu paths, default settings, and some data may vary
based on the localization and language you use.
1-1 You want to get started with the SAP Business One.
1-1-1 Log on to the SAP Business One system and choose a database.
Start SAP Business One by choosing Start  SAP Business One or by
double clicking the SAP Business One icon on your desktop.
In the window Welcome to SAP Business One, press the Choose Company
button. The Choose Company window opens. Choose the appropriate
database as directed.
Enter the User Code and Password and choose OK.
1-1-2 You would like to work with the SAP Business One system with the
language and other display parameters which you prefer.
Choose the language and date format appropriate to your region.
Choose Administration  System Initialization  General Settings.
Choose the Display tab and enter your preferences.
Choose OK to save your settings.
1-2 You would like to set up some shortcut keys for frequently used transactions.
1-2-1 You already know that the transactions for sales orders, purchasing orders,
and business partner maintenance are the transactions that you will use
most often. Assign these transactions to the functions keys F3, F4, and F5.
Choose Tools  My Shortcuts  Customize.
Field Name or Data Type Values

Shortcut F3
Module Sales – A/R
Window Sales Order
Choose Allocate.

Shortcut F4
Module Purchasing – A/P
Window Purchase Order
Choose Allocate.

Shortcut F5
Module Business Partners
Window Business Partner Master Data
Choose Allocate.
Check the allocations you made in the List tab.
Choose OK.
1-3 Personalize SAP Business One by setting up a cockpit with useful widgets.
1-3-1 Enable the cockpit for your company in the General Settings transaction.
Choose Administration System Initialization  General Settings
Choose the Cockpit tab.
Select the checkbox Enable Cockpit at Company Level.
Choose Update.
Acknowledge the system message with OK.
Choose OK again to close the window.
1-3-2 Enable the cockpit for your user.
Choose Tools Cockpit  Enable My Cockpit
Ensure that there is a checkmark by Enable My Cockpit.
Log off SAP Business One by choosing File  Exit from the menu bar.
Choose Yes.
Choose SAP Business One from the icon or start menu.
Enter your user ID and password. Choose OK.
Note that you do not have to enter the Choose Company window. The
company you entered the last time is the default company.
Now you will see a tab and menu called My Cockpit.
1-3-3 Review the options for user authorizations for widgets in the cockpit.
Choose the menu tab Modules.
Choose Administration System Initialization  Authorizations 
General Authorizations
Choose your user name on the left.
In the Find field type Coc to find the Cockpit & Widget authorization area.
Since your user is a superuser, you will have full authorization.
Open the Cockpit & Widget authorization area to see the levels at which
you can control authorization.
For end users, you would need to either give full authorization for the
cockpit or choose appropriate authorizations at the level of each widget.
Choose Cancel to close the window.
1-3-4 Choose widgets for your cockpit.

Choose the My Cockpit menu tab.
Choose the following widgets to add to your cockpit. Drag each one to a
position inside the cockpit.
Widget Name
Open Documents
Messages and Alerts
Common Functions
Browser
1-3-5 Define the content for the Open Documents widget.

Choose the icon in the top right corner of the Open Documents widget.
Choose Settings.
Select the following document types and any additional types you wish.
Document Sales Quotations
Document Sales Orders
Document Deliveries
Document A/R Invoices
Document Purchase Orders
Choose OK.
Now the Open Documents widget will display the number of open
documents for each document type.
Click on one of the document types to view a list of open documents.
1-3-6 Define the content for the Common Functions widget.
Choose the Modules tab of the main menu to display the Modules menu.
Add the Item Master Data transaction:
Open the Inventory menu.
Drag the Item Master Data menu item and drop it in the widget.
Add the Sales Quotation transaction:
Open the Sales – A/R menu.
Drag the Sales Quotation menu item and drop it in the widget.
Feel free to add any additional transactions you would like.
1-3-7 Open the Item Master Data transaction from the Common Functions
widget and navigate through item master data records using all four
navigation icons.
Click on the link for Item Master Data.
Navigate to the first item using the First Data Record icon in the tool bar.
Use the Next Record icon to find the next record.
Choose the Last Data Record icon record to go to the last master data
record.
Choose the Previous Record icon.
1-3-8 Use online help to find out more about this transaction.
Choose F1 to get context sensitive help for the window.
Choose Shift +F1 in the Description field to get information about it..
Close the Help and Item Master Data windows by clicking on the upper
right corner when you are finished.
1-3-9 Define the content for the Browser widget. (Optional)

If you would like to change the website shown in the browser widget,
choose the icon in the top right corner of the Browser widget.
Choose Settings.
Enter a URL.
Then choose OK.

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-Solutions

Unit: SAP Business One Basics

At the conclusion of this exercise, you will be able to:

In this exercise, you begin exploring SAP Business One.

Field Name or Data Type Values

Field Name or Data Type Values

Field Name or Data Type Values

1-3-4 Choose widgets for your cockpit.

1-3-5 Define the content for the Open Documents widget.

1-3-6 Define the content for the Common Functions widget.

1-3-9 Define the content for the Browser widget. (Optional)

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