This document provides tips for general management in SAP Business One. It outlines how to manage different modules like administration, financials, sales, purchasing, etc. on a daily, weekly, monthly, quarterly and yearly basis. The document also lists the major menus for each module and their uses for tasks like inputting data, making reports, analyzing statements, managing business partners and employees. It aims to help users successfully manage tasks in SAP by checking various points across modules.
This document provides tips for general management in SAP Business One. It outlines how to manage different modules like administration, financials, sales, purchasing, etc. on a daily, weekly, monthly, quarterly and yearly basis. The document also lists the major menus for each module and their uses for tasks like inputting data, making reports, analyzing statements, managing business partners and employees. It aims to help users successfully manage tasks in SAP by checking various points across modules.
This document provides tips for general management in SAP Business One. It outlines how to manage different modules like administration, financials, sales, purchasing, etc. on a daily, weekly, monthly, quarterly and yearly basis. The document also lists the major menus for each module and their uses for tasks like inputting data, making reports, analyzing statements, managing business partners and employees. It aims to help users successfully manage tasks in SAP by checking various points across modules.
SAP Business One User Manual Title: Tips for general management Manual Code: GG-0-002 Revision 0 (30-Mar-2009) Nado Logistics BV Page 2/6 I. Title: Tips for general management II. Document Code: GG-0-002 III.Revision History Rev. Date Description 0 30-Mar-2009 Initial document IV. Review History Rev. Prepared Date Checked Date Approved Date 0 David Kim 30-Mar-2009 V. Distribution History Rev Date Distribution 0 30-Mar-2009 Nado Logistics BV (NL Headquarter, BE Branch) Nado Holdings BV Nado International BV * Basically, this document is distributed by intranet. Manual Code: GG-0-002 Revision 0 (30-Mar-2009) Nado Logistics BV Page 3/6 VI. Contents 1. Purpose 4 2. Reference .. 4 3. Overview ..... 4 4. Major menu .. 4 Manual Code: GG-0-002 Revision 0 (30-Mar-2009) Nado Logistics BV Page 4/6 1 Purpose 1.1 This document will introduce checking points with a view of general management in SAP system. 1.2 You can get quickly how to manage SAP system for your successful task. 2 Reference 2.1 You need a good understanding of overall task in forwarding business. 3 Overview 3.1 Managing periods Module Occasion Daily Weekly Monthly Quarter Yearly Administration Financials Sales AR Purchasing AP Business Partners Banking Stock Management
Human Resources
Forwarding 3.2 Managing points 3.2.1 Check a wrong information in each module 3.2.2 Check posting date and correct amounts including tax about AR or AP 3.2.3 Correlate data between actual bank statements and the incoming payments / outing payments of banking module 3.2.4 Manage aging of AR and AP 3.2.5 Analysis data of sales and costs 3.2.6 Manage data of employee including holiday, user ID, and etc. 4 Major menu 4.1 Administration 4.1.1 Occasion 4.1.1.1 Control general authorizations Manual Code: GG-0-002 Revision 0 (30-Mar-2009) Nado Logistics BV Page 5/6 4.1.1.2 Control posting periods after closing date of AP and AR 4.1.1.3 Change password of user 4.1.1.4 Control add-ons 4.1.1.5 Input or update sales employees 4.1.2 Daily 4.1.2.1 Input exchange rate of foreign currency 4.2 Financials 4.2.1 Occasion 4.2.1.1 Input data of Journal entry 4.2.2 Monthly, Quarter, and Yearly 4.2.2.1 Make excel data of monthly journal document for tax office. 4.2.2.2 Make report of balance sheet and P/L statement 4.2.2.3 Analysis balance sheet and P/L statement 4.3 Sales AR 4.3.1 Occasion 4.3.1.1 Make AR or AR credit invoice 4.4 Purchasing AP 4.4.1 Occasion 4.4.1.1 Make AP or AP credit invoice 4.5 Business Partners 4.5.1 Occasion 4.5.1.1 Make new BP for customer or supplier 4.5.1.2 Update information of customer or supplier 4.5.2 Quarter 4.5.2.1 Check matching status between customer code and supplier code 4.5.2.2 Control VAT number for each customer or supplier 4.6 Banking 4.6.1 Occasion 4.6.1.1 Settle data between AR/AP and bank statements 4.7 Stock management 4.7.1 Occasion 4.7.1.1 Make new item code 4.8 Human resources 4.8.1 Occasion 4.8.1.1 Input and update information of employee Manual Code: GG-0-002 Revision 0 (30-Mar-2009) Nado Logistics BV Page 6/6 4.8.1.2 Manage holidays of employee 4.8.1.3 Control user ID to access SAP 4.9 Forwarding 4.9.1 Daily 4.9.1.1 Input information of BL 4.9.1.2 Make AR or AP invoice for forwarding business 4.9.2 Weekly 4.9.2.1 Manage profit of ocean or air unit 4.9.2.2 Make data of management 4.9.3 Monthly 4.9.3.1 Manage profit of ocean or air unit 4.9.3.2 Make data of management 4.9.4 Yearly 4.9.4.1 Manage profit of ocean or air unit 4.9.4.2 Make data of management
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