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SAP Business One… to Go 9.3 Typographic Conventions

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SAP Business One… to Go 9.3 Typographic Conventions User Guide PUBLIC SAP Business One 9.3, version for SAP HANA Document Version: 1.010 – 2018-10-31 SAP Business One… To Go 9.3 Typographic Conventions Type Style Description Example Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names, menu paths, and menu options. Textual cross-references to other documents. Example Emphasized words or expressions. EXAMPLE Technical names of system objects. These include report names, program names, transaction codes, table names, and key concepts of a programming language when they are surrounded by body text, for example, SELECT and INCLUDE. Example Output on the screen. This includes file and directory names and their paths, messages, names of variables and parameters, source text, and names of installation, upgrade and database tools. Example Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. <Example> Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to make entries in the system. EXAMPLE Keys on the keyboard, for example, F2 or ENTER. PUBLIC © 2018 SAP SE or an SAP affiliate company. All SAP Business One… To Go 9.3 2 rights reserved. Typographic Conventions Document History Version Date Change 1.0 2017-02-17 Final version 3.0 2018-10-31 Final version 9.3 SAP Business One… To Go 9.3 PUBLIC Document History © 2018 SAP SE or an SAP affiliate company. All rights reserved. 3 Table of Contents 1 The Essence of SAP Business One........................................................................................ 10 1.1 What Is SAP Business One? ............................................................................................................... 10 More Than a Point Solution ................................................................................................ 10 Information at Your Finger Tips, Any Time, Anywhere .................................................... 10 An Application for Everyone ................................................................................................ 11 The Challenges Facing Small and Midsize Businesses ..................................................... 11 Information Gap ................................................................................................................... 11 Process Gap .......................................................................................................................... 12 Multiple Point Solutions....................................................................................................... 12 How SAP Business One Addresses the Challenges .......................................................... 13 1.2 A Unique Approach............................................................................................................................... 13 Streamlined Business Processes ....................................................................................... 13 Instant Access to Information ............................................................................................. 13 Customizable and Adaptable ..............................................................................................14 Designed Exclusively for Small and Midsize Businesses and Backed by SAP ...............14 1.3 What This Book Will Do for You ...........................................................................................................14 2 The Personality of SAP Business One .................................................................................. 16 2.1 Getting Started .....................................................................................................................................16 2.2 Understanding the Personality of SAP Business One .......................................................................18 2.3 Building Documents from Reusable Parts .........................................................................................18 Opening Documents Using the Main Menu .......................................................................19 2.4 The Transactional and Process Structure of Information in SAP Business One ............................ 21 2.5 Questions for Increasing Your Understanding................................................................................... 21 2.6 Knowing Where You Are....................................................................................................................... 21 The Main Window ................................................................................................................ 22 2.7 Finding What You Are Looking For Within a Document ................................................................... 34 Looking Up Business Partners and Items ......................................................................... 34 Using Toolbar Arrows to Find Documents ........................................................................ 35 2.8 Getting Where You Want To Go.......................................................................................................... 35 Orange Arrow Navigation ................................................................................................... 36 Drag & Relate ....................................................................................................................... 36 Lookup Menu Items ............................................................................................................ 37 My Shortcuts ....................................................................................................................... 37 Display Settings................................................................................................................... 38 Form Settings ...................................................................................................................... 38 User Groups ......................................................................................................................... 39 UI Configuration Template ................................................................................................. 40 Customizing Field Names................................................................................................... 42 Adding User-Defined Fields and Tables ............................................................................ 43 Filling in Fields with User Defined Values .......................................................................... 43 2.9 Finding Answers to Your Questions ................................................................................................... 44 Online Help........................................................................................................................... 44 SAP Business One Community .......................................................................................... 45 PUBLIC SAP Business One… To Go 9.3 4 © 2018 SAP SE or an SAP affiliate company. All rights reserved. Table of Contents SAP Business One on the SAP Learning Hub ................................................................... 45 3 The Basics of Financial Accounting ..................................................................................... 46 3.1 Overview of Financial Accounting ......................................................................................................46 3.2 Setting up Financial Accounting ......................................................................................................... 48 Step 1: Setting up Your Posting Periods ............................................................................49 Step 2: Defining Your Account Segments .........................................................................49 Step 3: Creating Your Chart of Accounts ..........................................................................50 Step 4: Making Your G/L Account Determinations.......................................................... 52 Step 5: Migrating Your Legacy Data .................................................................................. 57 3.3 Performing Daily Procedures .............................................................................................................. 58 Posting Manual Journal Entries ......................................................................................... 58 Making Recurring Postings ................................................................................................ 60 Using Posting Templates ................................................................................................... 60 Using Journal Vouchers ..................................................................................................... 60 3.4 Maintaining Records ............................................................................................................................ 61 Reversing Transactions ...................................................................................................... 61 Editing G/L Accounts .......................................................................................................... 62 Editing 1099s (United States) ............................................................................................ 62 Reviewing Changes to Data: Audit Trail ............................................................................ 62
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