SAP B1 comes with many reports for sales analysis in business partners and externally. In this video, learn how to find sales behaviors for the company and for specific customers.
- [Instructor] Everything has been shipped … and billed correctly. … Both Sara in Carpinteria and Nova in Chicago … are happy with their purchases, … and the restaurants are very busy. … Back at OEC, we'd like to look at some reports … to show what's happening with sales and customer service. … For individual business partners, … their sales analysis reports … are found in the business partner. … So go to the Huli Pizza Company, … and we're going to look at a Carpinteria store. … So I'll open Business Partners, … Business Partner Master Data, … make sure we're in search mode, which we are, and C314. … And we'll pick up Carpinteria here as a good example. … And you'll see over here, … we've got an account balance … and deliveries values here, … but next to them, we have a little icon for graphs. … I'm going to hit the account balance one first, … and you get a sales analysis report by customer, detailed. … And this shows you an invoice history and the amount sold. … On the bottom are graphs giving historical activity. …
Author
Steven Lipton
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: Sales analysis reports