LBSi presentation on Boyum B1Up Productivity Tools and Dashboards originally presented at our August 2017 Lunch and Learn

1. Long Business Systems, Inc
Management Software Solutions
We help businesses manage for success
Cleveland – Columbus – Cincinnati - Pittsburgh
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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
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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
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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
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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
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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
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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
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8. Add Function buttons to windows
• Add buttons and link to:
• SAP Screens
• Reports
• Queries
• Menus
• Multiple buttons
• Custom processes
• …. many more
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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
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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
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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.
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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:
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13. Tip of the Day – Review
authorizations in Excel or PDF
• Results are displayed:
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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
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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?
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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
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