Introduction

What is configuration data? What is its purpose?

Purpose is to make creating documents for business transactions easier

Name the basic processes in SAP Business One.

Sales, MRP, Purchasing, Production, Service

What is the purpose of the link arrow?

The link arrow lets you navigate to the configuration data

What type of architecture does SAP Business One use?

Two tier client/server architecture

When you enter master data into a marketing document, information from the master data record defaults into the document. If you change the defaulted information in the document, how is the business partner master affected

Unaffected

What types of online help are available and how do you access them?

1.) Context-Sensitive help Context help icon on right edge of the toolbar, or F1 2.)Field Level Help Shift + F1 3.) System Messages Log Hyperlink to relevant help files appear in the row Displays ID of the system message, to be used as a search key in online help

Which row type is only available on sales quotations?

1.)A - if doc is a sales quotation, A is available for an alternative item row. 2.)not taken into account on sum calculations 3.)when doc is copied to a target doc, a user can decide if the alternative item should remain or be deleted

What type of information is displayed on the Contents tab?

1.)All specific info about ordered items or services 2.)Quantity, price, item number, and description 3.)Can access more item specific data in the line details by double-clicking a row

What is a draft document? How are they created? How are they used?

1.)Allows you to make changes or enter missing information before adding them to the DB as regular docs 2.)Right click on doc, click "save as draft" 3.)Can also be used as templates 4.)Can display a list of draft documents

What row types are available in marketing documents?

1.)Blank - regular item row 2.)T - text row 3.)Σ - for a subtotal row

What are the three types of business partners?

1.)Customers, vendors, leads -Used in purchasing & sales documents -Leads = sales prospects -Customer = a sale has been made to -Vendors = used in purchasing process

What type of information is displayed on the Logistics tab?

1.)Details about where the items or services and payments are to be sent 2.)Shipping method 3.)Pulled from preconfigured master company details and vendor data

OTHER

1.)Drag & Relate -Linking two business objects to create a query -A quick way to create ad hoc reports

What is available in the cockpit? How is the cockpit activated?

1.)It enables easy navigation for a user's frequently used transactions 2.)Users choose their favorite widgets (documents, common transactions, messages, and alerts, URLs) and position them where they like 3.)How to enable cockpit: -Admin, System Initialization, General Settings, "enable cockpit" Users can then choose the menu item "enable my cockpit" under Tools in the Cockpit menu It enables easy navigation for a user's frequently used transactions Users choose their favorite widgets (documents, common transactions, messages, and alerts, URLs) and position them where they like How to enable cockpit: -Admin, System Initialization, General Settings, "enable cockpit" -Users can then choose the menu item "enable my cockpit" under Tools in the Cockpit menu -User then chooses which widgets they'd like

What is master data? State two examples used in a purchase order.

1.)Master data is the key data that describes your customers, vendors, and leads, as well as items that your company buys and sells 2.)Smaller reusable chunks of data which is constructed into documents 3.)Creating docs from master data increases productivity, ensures data consistency, and reduces errors Ex: Contact person, address, payment terms, price lists, accounting data, warehouses, units of measure, inventory accounting, item groups, item properties

Pulled from preconfigured master company details and vendor data What type of information is displayed on the Accounting tab?

1.)Relevant general ledger (G/L) account info for the purchase 2.)Pulled from the financial accounting master data

What information is available in the relationship map?

1.)Shows the relationship between documents 2.)Entry point to the map has a yellow title background 3.)Can double-click on any icon to open a document within the chain to see doc details, addresses, payment terms, etc. 4.)Can see different views - documents, related journal entry postings, or items fro the rows of docs

What are marketing documents?

1.)The documents for sales & purchasing 2.)Comprised of three parts (upper, middle, lower) 3.)Share a common structure 4.)Can be saved as drafts

What information appears in the system message log?

1.)Up to the last 50 messages that appeared on the application window for the current user since the last login 2.)Errors, warnings, or information messages

What is an easy way to find table and field names when you are viewing a form such as a sales order?

A selection list icon is available, click into a field and the icon becomes available, click the icon and it will open the selection list for you to scroll through

A document may have fields which currently do not display. How do you display these fields in the document?

Change form settings

How can you view what changes have been made for a document?

Change log