Fundamentals and navigation
- SAP Business One architecture, company databases and client components.
- Navigation, menus, toolbars and document flow.
- Master data and business object concepts.
- Training company setup and user navigation.
SAP Business One functional training
SAP Business One functional training across all modules
Build end-to-end functional understanding of SAP Business One, module by module: administration, financials, banking, business partners, sales, purchasing, inventory, production, MRP, service, human resources, CRM, reporting and implementation.
Course overview
Learn how every SAP Business One functional area connects
SAP Business One brings finance, sales, purchasing, inventory, production, service and reporting into one business management system. This functional program is structured for learners who need to understand each standard module and how transactions flow between them.
The course starts with architecture, navigation and company administration, then works through master data, financials, banking, sales and purchasing cycles, inventory, production, MRP, service, HR, CRM and reporting. You will practise module-specific transactions and complete an implementation-style project that connects configuration to business requirements.
What makes this program practical
- Module-by-module coverage of all standard SAP Business One functional areas.
- Business-first explanations before system steps.
- Exercises built around connected sales, purchase, inventory, finance and service cycles.
- Reporting practice with queries, formatted searches and Crystal Reports concepts.
- A guided implementation-style project that connects configuration to business requirements.
Training environment: Practical work uses a suitable SAP Business One training environment. Access, version and data are confirmed for the batch before the program starts.
Curriculum
SAP Business One functional training modules
All standard functional areas are covered. The depth of each module and localization-specific features are confirmed for the selected version and batch.
Administration and company setup
- Company details, financial periods, currencies and posting settings.
- Users, roles, authorizations and approval procedures.
- Numbering series, alerts, print layouts and display settings.
- User-defined fields, user-defined objects and data import/export concepts.
Financials and General Ledger
- Chart of accounts, journal entries and manual postings.
- Posting periods, currencies, cost centers and dimensions.
- Financial reports, balance sheet and profit-and-loss concepts.
- Fixed asset and period-end concepts where available.
Banking and payment processing
- Incoming and outgoing payments, payment methods and payment advice.
- Deposits, checks and bank statement processing.
- Bank reconciliation and cash-flow concepts.
- Customer receipts, supplier payments and outstanding balances.
Business partners and master data
- Customer and vendor groups, properties and contacts.
- Addresses, payment terms, credit limits and control accounts.
- Business partner reports and data-quality checks.
- Relationships between master data and transactions.
Sales and Accounts Receivable
- Opportunities, quotations and sales orders.
- Deliveries, A/R invoices, returns and credit memos.
- Down payments, document flow and receivables follow-up.
- Dunning and sales reporting concepts where configured.
Purchasing and Accounts Payable
- Purchase quotations, purchase orders and goods receipt.
- A/P invoices, landed costs and purchase returns.
- A/P credit memos, payment planning and document flow.
- Vendor balance and purchasing analysis.
Inventory and warehouse management
- Item master, item groups, units of measure and price lists.
- Warehouse locations, bins, transfers and inventory counts.
- Inventory valuation, costing and stock reports.
- Batch, serial and expiry tracking where relevant.
Pricing, tax and India GST
- Price lists, discounts and special pricing.
- Tax codes and GST setup in SAP Business One.
- GST-related sales, purchase and return documents.
- India localization reports and reconciliation basics.
Production
- Bill of materials and production order setup.
- Issue for production and receipt from production.
- Resource, routing and variance concepts where available.
- Production reporting and inventory impact.
Material Requirements Planning
- Forecasts, demand and supply inputs.
- MRP run, planning recommendations and order proposals.
- Exception messages and planning adjustments.
- Converting recommendations into purchase or production documents.
Service management
- Service calls, customer complaints and resolution workflow.
- Service contracts, warranties and equipment cards.
- Knowledge base and service reporting.
- Service invoicing and inventory consumption.
CRM and sales opportunities
- Sales opportunities, stages and pipeline management.
- Activities, tasks, calendar and follow-ups.
- Campaign and customer communication concepts where available.
- Opportunity-to-sales document flow.
Human Resources
- Employee master data and organizational information.
- Absence, time sheets and attendance concepts.
- Payroll concepts where supported by the selected version and localization.
- HR reporting and authorization considerations.
Reporting, queries and analytics
- Queries and formatted searches for operational reporting.
- Crystal Reports layout, parameters and calculated fields.
- Dashboards, Excel exports and print layouts.
- SQL-based data extraction and report validation.
Implementation, migration and integration
- Requirement gathering, gap analysis and module scope.
- Configuration, master data migration and DTW concepts.
- Testing, user training, go-live and support planning.
- Add-on and integration overview; guided end-to-end project.
Learning outcomes
What you should be able to do
Configure all core modules
Set up company settings, users, approvals and master data across the standard functional areas.
Run sales and purchasing
Process quotations, orders, deliveries, receipts, invoices, returns and payments in a connected flow.
Manage stock and production
Handle inventory movements, counts, production orders and MRP recommendations.
Process finance, banking and GST
Post journal entries, reconcile bank transactions and apply GST-related document concepts.
Use service, CRM and HR
Work with service calls, contracts, opportunities, activities and employee records.
Report and support implementation
Build queries and reports, and explain the phases and documentation involved in an ERP rollout.
Practical work
Exercises and project
Practical work is central to the program. Learners complete structured exercises and then apply the concepts in a guided project.
- Create a company and configure users, approvals, financial and inventory settings.
- Build master data for customers, suppliers, items, warehouses and price lists.
- Process an opportunity through sales order, delivery, A/R invoice and customer receipt.
- Process a purchase order through goods receipt, A/P invoice and supplier payment.
- Perform inventory transfers, counts and a production order with material issue and receipt.
- Run MRP and review planning recommendations and exception messages.
- Process a service call and review service contract and equipment card concepts.
- Create employee, absence and time sheet records in the HR module.
- Create a query, formatted search and simple report for an operational requirement.
- Complete a guided end-to-end implementation project with module configuration and reporting.
Enrolment questions
SAP Business One training FAQ
Is this course suitable for freshers?
Yes. The program starts with fundamentals and builds up through guided exercises. Basic business or accounting awareness helps, but it is not mandatory.
Do I need access to SAP Business One before joining?
No. Practical work uses a suitable training environment where available. Access details, version and data are confirmed before the batch starts.
Is this a functional or technical course?
This is a functional course covering all standard SAP Business One modules, with practical exposure to queries, reporting, SQL and data tools. It is designed for people who configure and use SAP Business One or support its reporting needs. Deep add-on development is not part of this course.
Does the course cover all SAP Business One modules?
Yes. The curriculum covers administration, financials, banking, business partners, sales, purchasing, inventory, production, MRP, service, human resources, CRM, reporting and implementation. The depth of each module and any version- or localization-specific features are confirmed for the selected batch.
Does this include certification?
The program includes training and preparation support for relevant certification topics where applicable. We are not an official certification body, and official exams are booked separately with SAP.
Can this be delivered for a corporate team?
Yes. Corporate programs can be customised for finance, sales, purchasing, inventory or implementation teams and delivered onsite or online. See the corporate training page or send an enquiry.
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