Project Accounting with SAP Business One - Insights from SAP

Hosted by: ONE.Source | The ASUG Community for SAP Business One

Speaker: Dan Love, SAP

Topics and Timestamps

• Introduction
• Projects in SAP Business One versions prior to 9.2 (6:00)
  • Projects – Attribute to a Financial Transaction
  • Transaction Reporting Filter
  • Trial Balance - Filter
  • Demo (9:30)
• Project functionality introduced with 9.2 (11:30)
  • The start of a Project Management system
  • Since release 9.2 project data can be:
    • Service Documents
    • Production Orders
    • Activities
    • AR & AP Documents
    • Inventory & Labor Transactions
  • Project Header information
  • Stage data is the heart of a project (17:45)
  • Document Linkages
  • Project Summary tab
  • Demo (19:50)
• New Project features released in version 9.3 (27:30)
  • Demo (31:00)
    • Direct linkage to project reporting
    • Time Sheet Report
    • Uses for the Unique ID
    • Billing Document Generation Wizard
    • Gantt Chart

The demonstrations in this webcast leveraged the latest version, SAP Business One 9.3 on SAP HANA. However, the features and functionality showcased is also available to customers using versions for Microsoft SQL Server.