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

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

This lesson explores the setup for Solver Budgeting, setup of a simple form, and writeback.

About this course

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

Curriculum~ 15 minutes

  • SAP Business One - Budgeting part 1
  • SAP Business One - Budgeting part 2

About this course

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

Curriculum~ 15 minutes

  • SAP Business One - Budgeting part 1
  • SAP Business One - Budgeting part 2