SAP Business One ERP Transition - Bespoke

• Basic familiarity with ERP systems

Audience

• IT technicians
• Accountants

SAP Business One is an integrated enterprise resource planning (ERP) solution designed specifically for small to medium-sized businesses (SMBs).

This instructor-led, live training (online or onsite) is aimed at beginner-level IT technicians who wish to acquire the technical knowledge and skills to ensure a seamless transition to SAP Business One for improved business interactions.

By the end of this training, participants will be able to:

• Understand SAP Business One modules and their functions.
• Troubleshoot and manage system incidents,
• Enable accountants to handle financial processes effectively within SAP Business One.
• Ensure a seamless transition from OpenDraw ERP to SAP Business One with a focus on data migration and integration.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to SAP Business One

• Overview of SAP Business One and its key functionalities
• User interface navigation and customization
• Introduction to modules: CRM, inventory, financial management
• Basic system setup and configuration

Inventory Management and Financial Processes

• Managing inventory and stock levels
• Configuring accounting and financial management modules
• Handling accounts payable and receivable
• Treasury operations in SAP Business One

IT Support Training

• System maintenance and troubleshooting common issues
• Configuration settings for technical support
• Backup and data recovery processes
• Integration with external tools and modules

Data Migration and Process Alignment

• Preparing data for migration from OpenDraw ERP
• Best practices for data import/export
• Verifying and validating data after migration
• Ensuring alignment between various business processes for smooth interaction

Creating Dashboards and Generating Reports

• Utilizing SAP Business One's reporting tools
• Creating customizable dashboards for different roles
• Generating and modifying reports for inventory, accounting, and sales
• Sharing and automating reports for efficient workflow

Summary and Next Steps