Lunch and Learn with LBSi-2017-08-08-Productivity Tools and Dashboards
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The document outlines an LBIS lunch and learn event focusing on productivity tools and dashboards for SAP Business One, featuring presentations on usability enhancements, configuration tools, and advanced capabilities like automation. It discusses new dashboard features that aggregate data visualization and allows customization, while also offering tips on backup procedures and reviewing user authorizations. Upcoming meetings and a call for client referrals are also mentioned to encourage feedback and engagement.
Lunch and Learn with LBSi-2017-08-08-Productivity Tools and Dashboards
- 1. Long Business Systems, Inc Management Software Solutions We help businesses manage for success Cleveland – Columbus – Cincinnati - Pittsburgh Copyright2017LBSi*10749PearlRd.,Suite2A*Strongsville,OH44136 1
- 2. LBSi Monthly Lunch and Learn: August 2017 Productivity Tools and Dashboards Presentedby: KeithTaylor,VicePresidentLBSi Agenda: • Introduction to Boyum B1 Usability Package • Configuration • Toolbox • Dash Boards • Screen enhancement tools • Mandatory Fields Copyright2017LBSi*10749PearlRd.,Suite2A*Strongsville,OH44136 2
- 3. LBSi Monthly Lunch and Learn: August 2017 Productivity Tools and Dashboards Presentedby: KeithTaylor,VicePresidentLBSi Agenda Continued: • Templates • Usability Advanced Capabilities: • Auto create or multiple step functionality • Logic not possible or not easy with standard SAP Business One • Tip of the Day • Biz One Conference Copyright2017LBSi*10749PearlRd.,Suite2A*Strongsville,OH44136 3
- 4. Introduction to B1 Usability Package • Enhances and Extends SAP Business One • Certified SAP Business One Add-on • Provides easy to use tools to make users experience better • Advanced capabilities allow you to automate tasks that were previously only possible with developers • Constantly upgrading the product / toolset with more functionality Copyright2017LBSi*10749PearlRd.,Suite2A*Strongsville,OH44136 4
- 5. Dashboards (new feature) • Widgets, Graphs and Charts • Gather information from multiple sources into a single view • Provides overview of important KPI’s or other data • Query based with several queries provided for Sales, purchasing, finance, service, production • Authorizations to view based on each dashboard menu Copyright2017LBSi*10749PearlRd.,Suite2A*Strongsville,OH44136 5
- 6. Dashboards - Continued • Ability to edit the queries or create new ones • Includes other widgets for common features and open items list. • Some drill down capabilities are available • More functionality to follow on this new B1up option • Works with SAP Business One version 9.1 PL06 or later (all versions of version 9.2) • Videos specific to B1 Dashboards: https://www.youtube.com/playlist?list=PL- FzlfVF_PDs8tkqXtVcHzpL-YeJHg801 Copyright2017LBSi*10749PearlRd.,Suite2A*Strongsville,OH44136 6
- 7. Screen enhancement Tools • Hide fields • Move fields • Make fields mandatory • Make fields read only • Create / Hide new tabs • Modify tab functionality to different locations and/or tabs on the screens • Make fields mandatory • ….many more Copyright2017LBSi*10749PearlRd.,Suite2A*Strongsville,OH44136 7
- 8. Add Function buttons to windows • Add buttons and link to: • SAP Screens • Reports • Queries • Menus • Multiple buttons • Custom processes • …. many more Copyright2017LBSi*10749PearlRd.,Suite2A*Strongsville,OH44136 8
- 9. Templates • Create templates for screens to help speed up the process of creation of new master file records • Ability to create multiple templates • Inventory items • Non-Inventory items • etc Copyright2017LBSi*10749PearlRd.,Suite2A*Strongsville,OH44136 9
- 10. Advanced Capabilities • Perform multiple functions at one time • Create an activity for every first time sales order for a customer • When receiving product into a “defect” warehouse, auto create an activity to the purchasing agent AND a PO return to a vendor Copyright2017LBSi*10749PearlRd.,Suite2A*Strongsville,OH44136 10
- 11. Tip of the Day – Backups • Has Ransomware or a hardware failure ever affected you personally or through your company? Most of you will say - yes so you know how critical your backup procedures should be. • Use this opportunity to verify and confirm that your backups of your critical data are working. • To do so you will want to check your logs, talk to your IT server internal staff or support vendor to confirm that they are being created as often as you feel is necessary (minimum of once per day more often depending on your company requirements). • Test your backups: In order to verify that your backups are working you must perform a test restore of your critical files. • To test a restore of your SAP database, you could obtain a copy of the database off of one of your recent backups and restore the SAP database to a new demo or test database. Copyright2017LBSi*10749PearlRd.,Suite2A*Strongsville,OH44136 11
- 12. Tip of the Day – Review authorizations in Excel or PDF • In SAP Business One you can export the authorization sets of selected user or users to PDF or Excel sheet. From the File menu choose Export > PDF or Excel, then select the users: Copyright2017LBSi*10749PearlRd.,Suite2A*Strongsville,OH44136 12
- 13. Tip of the Day – Review authorizations in Excel or PDF • Results are displayed: Copyright2016LBSi*10749PearlRd.,Suite2A*Strongsville,OH44136 13
- 14. Long Business Systems, Inc. (LBSi) • Next Meetings: o Tuesday, September 12, 2017 o To be determined o Tuesday, October 10, 2017 o To be determined o Biz.One (formerly ASUG for SAP Business One), October 23-25, 2017 Hyatt Regency Anaheim, CA o LBSi will be presenting a workshop for month end closing and bank reporting Copyright2017LBSi*10749PearlRd.,Suite2A*Strongsville,OH44136 14
- 15. Thank you for taking time to participate in the SAP Business One User Group Meeting. Please take a few minutes to provide us with feedback and suggestions going forward. o We are always looking for new clients to work with. And we would like to find more clients and partners like you – companies that are engaged, smart, and focused on their future. o Can you help us out by referring LBSi to someone who could benefit from our services? Copyright2017LBSi*10749PearlRd.,Suite2A*Strongsville,OH44136 15
- 16. Thank You Contact Information: Keith Taylor, Vice President, LBSi Email: keith@lbsi.com Phone: 440-846-8500 ext. 126 Skype: Keith.Taylor.LBSi Twitter: KeithTaylorLBSi Copyright2017LBSi*10749PearlRd.,Suite2A*Strongsville,OH44136 16