Planning: SAP Business One - Budget Forms & Line Item Details

Jim Hummer of Solver Support reviews the steps necessary to setup an SAP Business One company for budgeting in Solver. After setup, a new form is created, storage is defined, and data entry is tested in the Solver portal. This lesson is applicable to Solver Cloud or Private Host version 5. If you have not already done so, we encourage you to watch the Planning Basics - Solver Web Planning course for additional design concepts.

NOTE: In this recording, both Auto Parameters and the Report Designer option to Insert field title above cell on drop, are active. 

Posted 8/20