This 6-page document discusses how customer relationship management (CRM) software can improve sales return on investment (ROI) through better managing customer data, improving the customer experience, enhancing lead management, and improving reporting. The document is from a company called ConductExam that provides a CRM software solution and contacts are provided to request a free demo.
LBSI is a technology services firm that provides services to help clients grow profitably and outpace competition. It has offices in Cleveland, Columbus, Cincinnati, Toledo, Pittsburgh, Philadelphia, and Indianapolis. The document provides tips and shortcuts for using SAP Business One, including how to delete links from user-defined fields, update descriptions, view column totals, and set up recurring postings for monthly payments. It announces upcoming user group meetings and asks attendees to refer new clients to LBSI.
Sap business-one-1099-setup-and-processingKeith Taylor
Learn how to setup and process 1099's in SAP Business One.
Slide Presentation from our January 2011 presentation to the LBSi Regional SAP Business One User Group.
Sap Business-One-Version8-cool-featuresKeith Taylor
Long Business Systems is a technology consulting firm that helps companies use technology to grow profits. The document discusses the new features in SAP Business One version 8.8, including enhanced reporting, inventory management, negative values in documents, flexible units of measure, down payment invoices, aging reports, and performance improvements. It provides contact information for Vicki Smith to answer any additional questions.
How to-access-and-use-the-sap-customer-portalKeith Taylor
The document provides instructions for accessing and navigating the SAP Customer Portal. It explains that the portal provides support, documentation, online training, and customer forums. It then details how to log in with supplied username and password, accept terms and conditions, change the password. The main sections of the portal are described, including accessing documentation by product version, online education courses by release, and customer forums.
This document provides instructions for using a software tool called LBSi Enhanced Standard Cost to update costs in bills of materials. It describes defining a target and source price list, setting the default price list for bills of materials, updating the target price list with new costs from the source price list, and reviewing and adjusting prices as needed. The tool allows automatic updating of inventory values when standard costs change.
This 6-page document discusses how customer relationship management (CRM) software can improve sales return on investment (ROI) through better managing customer data, improving the customer experience, enhancing lead management, and improving reporting. The document is from a company called ConductExam that provides a CRM software solution and contacts are provided to request a free demo.
LBSI is a technology services firm that provides services to help clients grow profitably and outpace competition. It has offices in Cleveland, Columbus, Cincinnati, Toledo, Pittsburgh, Philadelphia, and Indianapolis. The document provides tips and shortcuts for using SAP Business One, including how to delete links from user-defined fields, update descriptions, view column totals, and set up recurring postings for monthly payments. It announces upcoming user group meetings and asks attendees to refer new clients to LBSI.
Sap business-one-1099-setup-and-processingKeith Taylor
Learn how to setup and process 1099's in SAP Business One.
Slide Presentation from our January 2011 presentation to the LBSi Regional SAP Business One User Group.
Sap Business-One-Version8-cool-featuresKeith Taylor
Long Business Systems is a technology consulting firm that helps companies use technology to grow profits. The document discusses the new features in SAP Business One version 8.8, including enhanced reporting, inventory management, negative values in documents, flexible units of measure, down payment invoices, aging reports, and performance improvements. It provides contact information for Vicki Smith to answer any additional questions.
How to-access-and-use-the-sap-customer-portalKeith Taylor
The document provides instructions for accessing and navigating the SAP Customer Portal. It explains that the portal provides support, documentation, online training, and customer forums. It then details how to log in with supplied username and password, accept terms and conditions, change the password. The main sections of the portal are described, including accessing documentation by product version, online education courses by release, and customer forums.
This document provides instructions for using a software tool called LBSi Enhanced Standard Cost to update costs in bills of materials. It describes defining a target and source price list, setting the default price list for bills of materials, updating the target price list with new costs from the source price list, and reviewing and adjusting prices as needed. The tool allows automatic updating of inventory values when standard costs change.
B1 Material Planning for SAP Business OneKeith Taylor
The B1 Material planning module was developed to provide enhanced planning functionality in SAP Business One™ that is not included in the standard product. This enhancement has been in use for years by many of our own clients.
Recently we partnered with Boyum-IT to provide this module together with the Boyum Pack Offering. This means that you can now get our Material Planning Module within the Boyum environment while maintaining the Boyum seal of quality and it is housed within one SAP Certified add-on.
SAP Business One Tips and tricks: change item description on a marketing docu...Keith Taylor
This document provides tips for changing item descriptions on marketing documents in SAP. It explains that the description field can be edited by clicking in the field and modifying the text. The new description will then be saved at the document level and printed on any related reports. Users are instructed to enter the item number, click the description field to edit it, make changes, and use Alt+Tab to exit the field.
SAP Business One Tips and Tricks How to Print the Customer Receivables Aging ...Keith Taylor
Printing an aged receivables report for a prior period may show totals that do not match the general ledger if the "Display customers with zero balance" box is not checked. This box refers to customers with a zero balance as of the current date, so an account may show a zero balance currently but had an open balance on the aging date, causing the totals to be out of balance. Checking this box will display customers with any open prior balances.
The Payment Wizard in SAP Business One allows users to easily process checks in a step-by-step process. It prompts the user to select vendors and invoices to pay, choose payment methods and bank accounts, print checks, and confirm check statuses. The wizard guides the user through generating a payment run, reviewing recommendations, printing checks and reports, and completing the payment process.
SAP Business One Tips and Tricks Cancelling DocumentsKeith Taylor
Since version 9.0 of SAP Business One, users can easily cancel documents with a simple right click instead of following various steps depending on the document. To use this feature, administrators must define the date range for cancellation and whether cancelled documents will show in reports. Cancelled documents will also appear in relationship maps for improved visibility.
The document describes the launch of a virtual lunch presentation series called the LBSi Whistle Stop Tour to educate SAP Business One users. The first presentation will cover the month end review process and tasks. Future presentations will cover additional topics like sales opportunities, dunning wizards, and budgets based on user feedback. The goal is to help users better utilize SAP Business One tools to streamline their business.
Sap business-one-standard-cost-roll-up-guideKeith Taylor
LBSi SAP Business One Standard Cost Roll Up Enhancement. Allows you to easily create and copy new price lists as well as update standard cost as well as bill of material costs
This document summarizes a presentation by Vicki Smith of Long Business Systems, Inc. (LBSi) about forecasting methods in SAP Business One. It discusses why forecasting is important, challenges in forecasting, and standard and advanced forecasting methods available in SAP Business One. The presentation encourages attendees to submit ideas to SAP's Idea Place and provides contact information for LBSi if attendees need additional forecasting services or want to refer other companies to LBSi.
Presentation from LBSi SAP Business One User Group December 2012. Inventory Management in SAP Business One. Learn how to setup inventory and perform cycle counts.
This document summarizes a presentation about budgets in SAP Business One. It discusses setting up budget settings, authorizations, distribution methods, scenarios, and defining the budget. It provides instructions on navigating to different areas in SAP Business One for budget setup. Reports that can be run after entering a budget are also listed. The summary wraps up by thanking participants and requesting feedback, and providing details on future presentations by Long Business Systems.
Material Planning for SAP Business OneKeith Taylor
LBSi's Material Planning Guide for SAP Business One. Features include, Peggin of items, Order recommendations, all information available on one screen, multiple warehouse processing, etc
Chart of Accounts Setup in SAP Business One version 9.0Keith Taylor
LBSi published documentation on how to define and setup the chart of accounts in SAP Business One. The setup of the chart of accounts is a critical task in your implementation. Document focuses on proper setup and contains a detailed explanation of segment accounts and how they can help you.
10 Ways To Improve Your Purchasing DepartmentKeith Taylor
10 ways to improve your purchasing department. Includes tips from a purchasing and materials management professional with over 22 years experience. www.lbsi.com
This document provides an overview of accounting information systems and ERP systems like SAP Business One. It defines what an information system and defines common categories like transaction processing, management information, and decision support systems. It describes the evolution of information systems from manual to database models. It then focuses on describing Enterprise Resource Planning (ERP) systems, what they are, advantages, and how SAP Business One provides key functionality for accounting, sales, purchasing, inventory and more through its integrated software modules.
Understanding GL determinations in SAP Business OneMTC Systems
Overview of GL Determinations
Determinations by Module
GL Determinations & Fiscal Periods
Using a Template Chart of Accounts
GL Default Account Hierarchy
System Level Defaults to Master Records
Business Partners
Warehouse
Item Groups
Items
Do Not Use or Dummy Accounts
GL Determinations and Master Data Conversion
Additional GL Accounts Setup
Tax Jurisdictions
House Banks
Credit Cards
New GL Determination Guide
How to-use-the-payment-wizard-in-sap-business-oneKeith Taylor
Long Business Systems, Inc. (LBSi) provides management software solutions and helps businesses manage for success with their locations in Cleveland, Columbus, Cincinnati, and Pittsburgh. The presentation covered how to use the Payment Wizard tool in SAP Business One to generate incoming and outgoing payments in batches by guiding the user through a step-by-step process to set parameters, select documents, pay or receive payments from multiple business partners, and print checks or bank transfer files. Future user group meetings were announced for using Outlook integration and forecasting tools in June and July.
How To Use Sap Business One Price Lists in 8.81Keith Taylor
Long Business Systems, Inc. (LBSi) provides management software solutions and hosted a presentation on using price lists in SAP Business One. The presentation covered how price lists work, defining and updating price lists, period and volume discounts, and special business partner prices. LBSi helps businesses manage for success and is looking for client referrals in Ohio cities like Cleveland, Columbus, Cincinnati and Pittsburgh.
B1 Material Planning for SAP Business OneKeith Taylor
The B1 Material planning module was developed to provide enhanced planning functionality in SAP Business One™ that is not included in the standard product. This enhancement has been in use for years by many of our own clients.
Recently we partnered with Boyum-IT to provide this module together with the Boyum Pack Offering. This means that you can now get our Material Planning Module within the Boyum environment while maintaining the Boyum seal of quality and it is housed within one SAP Certified add-on.
SAP Business One Tips and tricks: change item description on a marketing docu...Keith Taylor
This document provides tips for changing item descriptions on marketing documents in SAP. It explains that the description field can be edited by clicking in the field and modifying the text. The new description will then be saved at the document level and printed on any related reports. Users are instructed to enter the item number, click the description field to edit it, make changes, and use Alt+Tab to exit the field.
SAP Business One Tips and Tricks How to Print the Customer Receivables Aging ...Keith Taylor
Printing an aged receivables report for a prior period may show totals that do not match the general ledger if the "Display customers with zero balance" box is not checked. This box refers to customers with a zero balance as of the current date, so an account may show a zero balance currently but had an open balance on the aging date, causing the totals to be out of balance. Checking this box will display customers with any open prior balances.
The Payment Wizard in SAP Business One allows users to easily process checks in a step-by-step process. It prompts the user to select vendors and invoices to pay, choose payment methods and bank accounts, print checks, and confirm check statuses. The wizard guides the user through generating a payment run, reviewing recommendations, printing checks and reports, and completing the payment process.
SAP Business One Tips and Tricks Cancelling DocumentsKeith Taylor
Since version 9.0 of SAP Business One, users can easily cancel documents with a simple right click instead of following various steps depending on the document. To use this feature, administrators must define the date range for cancellation and whether cancelled documents will show in reports. Cancelled documents will also appear in relationship maps for improved visibility.
The document describes the launch of a virtual lunch presentation series called the LBSi Whistle Stop Tour to educate SAP Business One users. The first presentation will cover the month end review process and tasks. Future presentations will cover additional topics like sales opportunities, dunning wizards, and budgets based on user feedback. The goal is to help users better utilize SAP Business One tools to streamline their business.
Sap business-one-standard-cost-roll-up-guideKeith Taylor
LBSi SAP Business One Standard Cost Roll Up Enhancement. Allows you to easily create and copy new price lists as well as update standard cost as well as bill of material costs
This document summarizes a presentation by Vicki Smith of Long Business Systems, Inc. (LBSi) about forecasting methods in SAP Business One. It discusses why forecasting is important, challenges in forecasting, and standard and advanced forecasting methods available in SAP Business One. The presentation encourages attendees to submit ideas to SAP's Idea Place and provides contact information for LBSi if attendees need additional forecasting services or want to refer other companies to LBSi.
Presentation from LBSi SAP Business One User Group December 2012. Inventory Management in SAP Business One. Learn how to setup inventory and perform cycle counts.
This document summarizes a presentation about budgets in SAP Business One. It discusses setting up budget settings, authorizations, distribution methods, scenarios, and defining the budget. It provides instructions on navigating to different areas in SAP Business One for budget setup. Reports that can be run after entering a budget are also listed. The summary wraps up by thanking participants and requesting feedback, and providing details on future presentations by Long Business Systems.
Material Planning for SAP Business OneKeith Taylor
LBSi's Material Planning Guide for SAP Business One. Features include, Peggin of items, Order recommendations, all information available on one screen, multiple warehouse processing, etc
Chart of Accounts Setup in SAP Business One version 9.0Keith Taylor
LBSi published documentation on how to define and setup the chart of accounts in SAP Business One. The setup of the chart of accounts is a critical task in your implementation. Document focuses on proper setup and contains a detailed explanation of segment accounts and how they can help you.
10 Ways To Improve Your Purchasing DepartmentKeith Taylor
10 ways to improve your purchasing department. Includes tips from a purchasing and materials management professional with over 22 years experience. www.lbsi.com
This document provides an overview of accounting information systems and ERP systems like SAP Business One. It defines what an information system and defines common categories like transaction processing, management information, and decision support systems. It describes the evolution of information systems from manual to database models. It then focuses on describing Enterprise Resource Planning (ERP) systems, what they are, advantages, and how SAP Business One provides key functionality for accounting, sales, purchasing, inventory and more through its integrated software modules.
Understanding GL determinations in SAP Business OneMTC Systems
Overview of GL Determinations
Determinations by Module
GL Determinations & Fiscal Periods
Using a Template Chart of Accounts
GL Default Account Hierarchy
System Level Defaults to Master Records
Business Partners
Warehouse
Item Groups
Items
Do Not Use or Dummy Accounts
GL Determinations and Master Data Conversion
Additional GL Accounts Setup
Tax Jurisdictions
House Banks
Credit Cards
New GL Determination Guide
How to-use-the-payment-wizard-in-sap-business-oneKeith Taylor
Long Business Systems, Inc. (LBSi) provides management software solutions and helps businesses manage for success with their locations in Cleveland, Columbus, Cincinnati, and Pittsburgh. The presentation covered how to use the Payment Wizard tool in SAP Business One to generate incoming and outgoing payments in batches by guiding the user through a step-by-step process to set parameters, select documents, pay or receive payments from multiple business partners, and print checks or bank transfer files. Future user group meetings were announced for using Outlook integration and forecasting tools in June and July.
How To Use Sap Business One Price Lists in 8.81Keith Taylor
Long Business Systems, Inc. (LBSi) provides management software solutions and hosted a presentation on using price lists in SAP Business One. The presentation covered how price lists work, defining and updating price lists, period and volume discounts, and special business partner prices. LBSi helps businesses manage for success and is looking for client referrals in Ohio cities like Cleveland, Columbus, Cincinnati and Pittsburgh.
Whats New in SAP Business One 8.82 March 2012Keith Taylor
SAP has released version 8.82 of its Business One management software, completing development two months ahead of schedule. The update includes enhancements to sales and purchasing like credit memos without affecting inventory, automatic dunning fees and interest, and date options for closing documents. It also improves business partner management, inventory functions, MRP, financial reporting, and dashboards. Meeting attendees were asked to provide feedback and refer other companies to Long Business Systems for SAP implementation services.
This document provides an overview of cash flow reporting in SAP Business One. It discusses why cash flow planning is important, key liquidity ratios to monitor, how to set up cash flow line items and assign them to transactions, and how to generate and analyze cash flow reports. The presentation was given by Long Business Systems, Inc. to provide guidance on using SAP Business One's cash flow reporting tools to better manage cash flow and ensure obligations can always be met.
SAP business-one-1099-setup-and-processingKeith Taylor
This document provides an overview and agenda for setting up 1099 reporting in SAP Business One. It outlines the steps to define 1099 tables, set up boxes and minimum values, update business partners and invoices, enter opening balances, and print and review reports. The presentation encourages attendees to refer new clients to the company for SAP implementation and consulting services.
10 ways-to-improve-your-purchasing-dept-sap-2011-summitKeith Taylor
10 Ways to improve your purchasing department presentation from SAP Business One User Summit in Lake Lanier, GA October 2011.
Includes tips and tricks to help you better manage your purchasing department.
Using Query Store in Azure PostgreSQL to Understand Query PerformanceGrant Fritchey
Microsoft has added an excellent new extension in PostgreSQL on their Azure Platform. This session, presented at Posette 2024, covers what Query Store is and the types of information you can get out of it.
SOCRadar's Aviation Industry Q1 Incident Report is out now!
The aviation industry has always been a prime target for cybercriminals due to its critical infrastructure and high stakes. In the first quarter of 2024, the sector faced an alarming surge in cybersecurity threats, revealing its vulnerabilities and the relentless sophistication of cyber attackers.
SOCRadar’s Aviation Industry, Quarterly Incident Report, provides an in-depth analysis of these threats, detected and examined through our extensive monitoring of hacker forums, Telegram channels, and dark web platforms.
Everything You Need to Know About X-Sign: The eSign Functionality of XfilesPr...XfilesPro
Wondering how X-Sign gained popularity in a quick time span? This eSign functionality of XfilesPro DocuPrime has many advancements to offer for Salesforce users. Explore them now!
Mobile app Development Services | Drona InfotechDrona Infotech
Drona Infotech is one of the Best Mobile App Development Company In Noida Maintenance and ongoing support. mobile app development Services can help you maintain and support your app after it has been launched. This includes fixing bugs, adding new features, and keeping your app up-to-date with the latest
Visit Us For :
Top Benefits of Using Salesforce Healthcare CRM for Patient Management.pdfVALiNTRY360
Salesforce Healthcare CRM, implemented by VALiNTRY360, revolutionizes patient management by enhancing patient engagement, streamlining administrative processes, and improving care coordination. Its advanced analytics, robust security, and seamless integration with telehealth services ensure that healthcare providers can deliver personalized, efficient, and secure patient care. By automating routine tasks and providing actionable insights, Salesforce Healthcare CRM enables healthcare providers to focus on delivering high-quality care, leading to better patient outcomes and higher satisfaction. VALiNTRY360's expertise ensures a tailored solution that meets the unique needs of any healthcare practice, from small clinics to large hospital systems.
For more info visit us https://valintry360.com/solutions/health-life-sciences
Need for Speed: Removing speed bumps from your Symfony projects ⚡️Łukasz Chruściel
No one wants their application to drag like a car stuck in the slow lane! Yet it’s all too common to encounter bumpy, pothole-filled solutions that slow the speed of any application. Symfony apps are not an exception.
In this talk, I will take you for a spin around the performance racetrack. We’ll explore common pitfalls - those hidden potholes on your application that can cause unexpected slowdowns. Learn how to spot these performance bumps early, and more importantly, how to navigate around them to keep your application running at top speed.
We will focus in particular on tuning your engine at the application level, making the right adjustments to ensure that your system responds like a well-oiled, high-performance race car.
Most important New features of Oracle 23c for DBAs and Developers. You can get more idea from my youtube channel video from https://youtu.be/XvL5WtaC20A
How Can Hiring A Mobile App Development Company Help Your Business Grow?ToXSL Technologies
ToXSL Technologies is an award-winning Mobile App Development Company in Dubai that helps businesses reshape their digital possibilities with custom app services. As a top app development company in Dubai, we offer highly engaging iOS & Android app solutions. https://rb.gy/necdnt
Malibou Pitch Deck For Its €3M Seed Roundsjcobrien
French start-up Malibou raised a €3 million Seed Round to develop its payroll and human resources
management platform for VSEs and SMEs. The financing round was led by investors Breega, Y Combinator, and FCVC.
Flutter is a popular open source, cross-platform framework developed by Google. In this webinar we'll explore Flutter and its architecture, delve into the Flutter Embedder and Flutter’s Dart language, discover how to leverage Flutter for embedded device development, learn about Automotive Grade Linux (AGL) and its consortium and understand the rationale behind AGL's choice of Flutter for next-gen IVI systems. Don’t miss this opportunity to discover whether Flutter is right for your project.
UI5con 2024 - Keynote: Latest News about UI5 and it’s EcosystemPeter Muessig
Learn about the latest innovations in and around OpenUI5/SAPUI5: UI5 Tooling, UI5 linter, UI5 Web Components, Web Components Integration, UI5 2.x, UI5 GenAI.
Recording:
https://www.youtube.com/live/MSdGLG2zLy8?si=INxBHTqkwHhxV5Ta&t=0
Top 9 Trends in Cybersecurity for 2024.pptxdevvsandy
Security and risk management (SRM) leaders face disruptions on technological, organizational, and human fronts. Preparation and pragmatic execution are key for dealing with these disruptions and providing the right cybersecurity program.
WWDC 2024 Keynote Review: For CocoaCoders AustinPatrick Weigel
Overview of WWDC 2024 Keynote Address.
Covers: Apple Intelligence, iOS18, macOS Sequoia, iPadOS, watchOS, visionOS, and Apple TV+.
Understandable dialogue on Apple TV+
On-device app controlling AI.
Access to ChatGPT with a guest appearance by Chief Data Thief Sam Altman!
App Locking! iPhone Mirroring! And a Calculator!!
Mobile App Development Company In Noida | Drona InfotechDrona Infotech
Drona Infotech is a premier mobile app development company in Noida, providing cutting-edge solutions for businesses.
Visit Us For : https://www.dronainfotech.com/mobile-application-development/
Microservice Teams - How the cloud changes the way we workSven Peters
A lot of technical challenges and complexity come with building a cloud-native and distributed architecture. The way we develop backend software has fundamentally changed in the last ten years. Managing a microservices architecture demands a lot of us to ensure observability and operational resiliency. But did you also change the way you run your development teams?
Sven will talk about Atlassian’s journey from a monolith to a multi-tenanted architecture and how it affected the way the engineering teams work. You will learn how we shifted to service ownership, moved to more autonomous teams (and its challenges), and established platform and enablement teams.
Microservice Teams - How the cloud changes the way we work
SAP Business One Tips and Tricks - Maximize Grid Size
1. Tips and Tricks – Maximize Grid
August 19, 2015
One of the new features of SAP Business One 9.1 is the ability to maximize the grid size to give
you the ability to view more rows at one time. To access simply Right Click on the grid of the
screen and choose Maximize / Restore Grid and an additional window will open up displaying
more rows.
Keith Taylor
Vice President
Long Business Systems, Inc. (LBSi)
10749 Pearl Road, Suite 2A, Strongsville, Ohio 44136
Office: 440-846-8500 ext 126; Cell: 216-570-7741 Fax: 440-846-8505 Twitter: @KeithTaylorLBSi
Cleveland – Columbus – Cincinnati –Pittsburgh