Header information is the most important information about a customer or lead. In this video, learn how to add basic contact and demographic information to a BP.
- There's no selling, unless you have customers. … In SAP business one, you add your customers and leads … in the business partner module. … Let's start adding, a new company to the business partner. … Under modules, … you will find business partners, … and underneath that, … you'll find business partner master data. … And go ahead and click in that, … And I'm going to expand this all the way up, … so we can see it nicely. … And you'll notice the fields are colored in yellow. … This means you are in find boat, … which you can confirm because the binoculars … are grayed out, … but right next to it is another little icon … on the toolbar called add. … And I'm going to click on the add … and everything goes to white, and I can now add. … Your first field is the code field. … This is the customer ID, … and must be unique for the customer. … It can be any combination of characters or numbers. … By convention we start with C for a customer, … to distinguish it from a vendor when looking at the ID. …
Author
Released
9/10/2020- Identify the various modules in SAP Business One.
- Describe the process for setting up business partners in SAP Business One.
- Define terminology relating to modules within SAP Business One.
- Determine instances in which SAP Business One does not add information automatically.
- Review the steps in filling customer orders.
- Apply SAP Business One processes to a scenario.
Skill Level Intermediate
Duration
Views
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Introduction
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What you need to get started1m 53s
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1. Some SAP B1 Background
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Accounting terms in SAP B12m 35s
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The sales cycle of SAP B12m 32s
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2. Business Partners
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Add a customer BP4m 38s
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Business partner leads5m 50s
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Create payment terms6m 57s
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3. Sales Opportunities
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Track stages of the sale6m 39s
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Create open quotes7m 17s
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Close the sale5m 13s
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4. Sales Orders
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Add a new sales order3m 8s
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Create draft documents4m 37s
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5. Customer Fulfillment
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Create a delivery document6m 28s
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Inventory and warehouses4m 37s
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Manage backordered items6m 16s
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6. Billing and Invoices
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Generate A/R invoices6m 51s
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Pay invoices5m 10s
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Pay installments4m 58s
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7. Managing Returns
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Return request5m 26s
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A/R credit memo4m 18s
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Returns3m 3s
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8. Running Reports
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Sales analysis reports7m 20s
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Run activity reports3m 13s
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View A/R reports5m 31s
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View inventory data4m 34s
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Conclusion
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Key takeaways3m 18s
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Video: Add a customer BP