Lesson 1

TO OPEN SAP BUSINESS ONE:

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Click SAP Business One at your Desktop or from Start button, All Programs,
At the Start up of SAP Business One choose Change Company.
Select your Database Name (which your section).
Click the User Code and type manager, and click the Password and type manager.
A system message will display and you need to set up the Posting Periods.

TO SET POSTING PERIOD:

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To set up the posting period Click Administration, click System Initialization and click
Posting Periods.
At the Posting Period Window click New Period. Enter the following:
Period Code: 2009
Period Name: 2009
Sub Periods: Months
Click Update and then click the New Period again.
Period Code: 2010
Period Name: 2010
Sub Periods: Months
Click Update and then click the New Period again.
Period Code: 2011
Period Name: 2011
Sub Periods: Months
Click Update and then click the New Period again.
Period Code: 2012
Period Name: 2012
Sub Periods: Months
Click Update and then click the New Period again.
Period Code: 2013
Period Name: 2013
Sub Periods: Months
Click Update and then click the New Period again.
Click OK and wait for few minutes, while the systems create the database.
Once the creation of database is completed the system will automatically log-in as using the
manager account. Take note that the initial password for this account is manager.

TO CHANGE THE COMPANY DETAILS:

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The next step is to go to Administration -> System Initialization -> Company Details:
LOCAL LANGUAGE
Company Name: Your Section and then Company (e.g. A-335)
Address:
Street: any
City: any
Country: United Kingdom
Print Header: the same as your Company Name
Tel. No.1: any
Email: info@companyname.uk
FOREIGN LANGUAGE IS THE SAME AS YOUR LOCAL LANGUAGE.
BASIC INITIALIZATION TAB
Default Bank Country: United Kingdom
Default Bank: Barclays Bank (House Bank 1)
Click Update and Click OK.

TO CHANGE THE PASSWORD OF MANAGER:

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The next step is to go to Administration -> Setup -> General -> Change Password
Old Password: manager
New Password: enter the password assigned by your instructor (e.g. internet)
Confirm: internet
Click Update and Click OK.
The next step is to go to Administration -> Setup -> General -> Users
SuperUser: check
User Code: A335
User Name: (type your name)
Email: (type your email add)
Password: internet
Confirm: internet
Click Update and Click Add.
To check if the password and then Choose Company and Change User using the log-in new
Account:
User Code: A335
Password: internet
Old Password: internet
New Password: internet
Confirm: internet

TO CHANGE THE BACKGROUND OF YOUR SAP BUSINESS ONE:

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To change your background go to Administration -> System initialization -> General Settings
-> Font & Bkgd
Click Browse to locate your background. And then click OK.

TO ASSIGN THE SHORTCUT KEYS OR FUNCTION KEYS:

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The next step is to assign a shortcut by go to Tools -> My Shortcuts -> Customize
F2
Sales Order
click Allocate
F3
Delivery
click Allocate
F4
A/R Invoice
click Allocate
F5
Purchase Order
click Allocate
F6
Goods Receipt PO
click Allocate
F7
A/P Invoice
click Allocate
F8
Production Order
click Allocate
F9
Business Partner Master Data click Allocate
F10
Item Master Data
click Allocate
F11
Chart of Accounts
click Allocate
F12
Choose Company
click Allocate

TO ASSIGN A DOCUMENT TO MY MENU:

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Press F2 to Open Sales Order, click Tools -> My Menu -> Add to My Menu, then click Forms
folder and then click Add.
Press F3 to Open Delivery, click Tools -> My Menu -> Add to My Menu, then click Forms folder
and then click Add.
Press F4 to Open A/R Invoice, click Tools -> My Menu -> Add to My Menu, then click Forms
folder and then click Add.
Press F5 to Open Purchase Order, click Tools -> My Menu -> Add to My Menu, then click Forms
folder and then click Add.
Press F6 to Open Goods Receipt PO, click Tools -> My Menu -> Add to My Menu, then click
Forms folder and then click Add.
Press F7 to Open A/P Invoice, click Tools -> My Menu -> Add to My Menu, then click Forms
folder and then click Add.
Press F8 to Open Production Order, click Tools -> My Menu -> Add to My Menu, then click
Forms folder and then click Add.
Press F9 to Open Business Partner Master Data, click Tools -> My Menu -> Add to My Menu,
then click Forms folder and then click Add.

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Press F10 to Open Item Master Data, click Tools -> My Menu -> Add to My Menu, then click
Forms folder and then click Add.
10. Press F11 to Open Chart of Accounts, click Tools -> My Menu -> Add to My Menu, then click
Forms folder and then click Add.
11. Press F12 to Open Choose Company, click Tools -> My Menu -> Add to My Menu, then click
Forms folder and then click Add.