Objective
After completing this lesson, you will be able to run the alerts, approvals, custom fields, and analytics scenarios in SAP Business One.
Configure and trigger standard alerts, define user alert based on a query and test it
To enhance your learning experience, utilize the demo database for SAP Business One to work through the case studies. You have the option to practice using the case study file and then verify your work with the solution file. Alternatively, you can directly refer to the solution for step-by-step guidance accompanied by helpful screenshots.
Practice how to:
- Configure a standard alert
- Trigger the alert and forward the notification to another user
- Create a user query for a user-defined alert
- Define a user alert based on a query
- Test the user alert
Case Study: Using Alerts
Case Study Solution: Using Alerts
Implement and manage the approval processes in SAP Business One
To enhance your learning experience, utilize the demo database for SAP Business One to work through the case studies. You have the option to practice using the case study file and then verify your work with the solution file. Alternatively, you can directly refer to the solution for step-by-step guidance accompanied by helpful screenshots.
Practice how to:
- Activate approval process functionality
- Define an approval process for purchase requests
- Define an approval process for purchase orders
- Approve the purchase request and copy to a purchase order
- Approve the purchase order
- Update documents that require approval
- Define an approval process using a query
Case Study: Approval Process
Case Study Solution: Approval Process
Create User Defined Fields (UDFs), User Defined Values (UDVs) and User Defined Table (UDTs)
To enhance your learning experience, utilize the demo database for SAP Business One to work through the case studies. You have the option to practice using the case study file and then verify your work with the solution file. Alternatively, you can directly refer to the solution for step-by-step guidance accompanied by helpful screenshots.
Practice how to:
- Create a user-defined field (UDF) with a list of values
- Create a count widget to show information from the UDF
- Create a user-defined field (UDF) linked to a system object
- Create a user-defined field (UDF) with user-defined values (UDV)
- Create a user-defined table (UDT)
Case Study: UDF, UDT and UDV
Case Study Solution: UDF, UDT and UDV
Demonstration: How to Use SAP Analytics in SAP Business One
Introduction to Analytics
Exercise: Implement basic SAP HANA analytic in SAP Business One
To enhance your learning experience, utilize the demo database for SAP Business One to work through the case studies. You have the option to practice using the case study file and then verify your work with the solution file. Alternatively, you can directly refer to the solution for step-by-step guidance accompanied by helpful screenshots.
Practice how to:
- Use interactive analysis to build an ad hoc report
- Create a pervasive dashboard with actions
Case Study: Introduction to Analytics
Case Study Solution: Introduction to Analytics
Summary
With practical business scenarios -
- Practice configuring and testing standard and user-defined alerts in SAP Business One
- Implement and manage approval processes for purchase requests and orders, including activation, approval, updates, and query-based workflows.
- Create user-defined fields, values, and tables, then use the demo database to practice and verify your work.
- Watch a demonstration video to learn how to use SAP Analytics, build ad hoc reports, and create pervasive dashboards with actionable insights.
- Apply SAP HANA analytics by practicing interactive analysis and dashboard creation, using provided case studies and step-by-step solution guide.