Clearmark

Business Partners 3

• Introduction to Business Partners
• Adding New Business Partners
• Displaying and updating Business Partner records

Stock Management 9

• What is the process to re-hand printers?
• Process to write off obsolete stock
• Process to issue packs/boxes in to stock as single items
• How to view warranty dates of serialised items
• GRPO - recording delivery of PO in SAP

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Price Lists 9

• Introduction to special prices
• Determining item prices in a document
• Defining Discount Percentages for a Business Partner
• Defining Validity Periods for Special Prices
• Defining Quantity-Dependent Special Prices

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MRP (Material Requirements Planning) 1

• Introduction to MRP

Finance 1

• Performing Year End

Troubleshooting 3

• My form settings are not being saved?
• New BP Code Error - "Contact Person is referenced by another object (message 3511-1)"
• Error message - 'You cannot open window (866) exchange rates & indexes with your current licence' What should I do?

Recurring Transactions 4

• Introduction to Recurring Transactions
• Managing Recurring Transactions
• Enabling Recurring transactions
• Managing Templates for Recurring Transactions

Upgrade V8.82: additional & enhanced functionality 18

• Search Box
• Credit Note without effect on stock
• Serial Number Allocation
• Blanket Agreements
• Campaign Management

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Logging in to SAP remotely 2

• Log in to SAP remotely (pre-lease line)
• NEW Lease line SAP remote log in

Calendars & Activities 18

• Creating and Updating Activities
• Activity Window
• Activity: General Area
• Activities Overview Report
• Activity: General Tab, Meeting

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Sales Opportunities 8

• Introduction to Sales Opportunities
• Getting Started with Sales Opportunities
• Managing Sales Opportunities in SAP Business One
• Managing Sales Activities
• Running the Opportunities Pipeline Report

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Campaigns 7

• Creating and maintaining a Target Group
• Creating a campaign
• Recording response to a campaign
• Creating a Sales Opportunity from a Campaign
• Follow up to a Sales Opportunity from a Campaign - assigning a follow up activity

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Batch Management 5

• Managing Batch Numbers on Every Transaction
• Defining General Settings for Batch Numbers
• Assigning Batch Numbers in Sales, Purchasing, and Inventory Documents
• Updating Batch Numbers for an Item
• Using an Allocated Batch in a New Document