How to Enable the Cockpit and Dashboard in SAP Business One

Open General Settings and select the Cockpit option

1. In the left navigation pane, expand Administration.
2. Expand System Initialization.
3. Select General Settings.
4. In the General Settings window, click the Cockpit tab at the top.
5. Select the Cockpit radio button.
6. Click OK to save your changes.

Activate the cockpit from the Tools menu

1. Go to the Tools menu at the top of the screen.
2. Select Enable My Cockpit from the dropdown.

Sign out and sign in again

You must sign out of SAP Business One and sign in again for the changes to take effect.

When SAP Business One displays the message "Closing SAP Business One will stop all running processes and close all open windows. Do you want to continue?", click Yes.

Open My Cockpit and use the modules

After you sign back in, look at the left side of the screen. The My Cockpit section shows these modules:

• Home
• Sales
• Service
• Finance
• Purchasing

The Widget Gallery is also available. Its General Widgets include Common Functions, Open Documents, Messages and Alerts, and Browser.

To view related widgets and reports, click any module. For example, select Purchasing to display an Open Items List. It includes these columns:

• Doc. No.
• Vendor Code
• Vendor Name
• Due Date
• Amount
• Net

When you finish, click OK to close the Open Items List.

Customize the Browser widget

1. In the Widget Gallery, select the Browser widget.
2. In the Browser widget, click the settings icon (three horizontal lines).
3. Enter the URL of your client or the site you want to display.

By default, the browser shows the SAP website. You can change it to your preferred client URL.

Review the final cockpit layout

Check the Cockpit interface to confirm that all modules and widgets are configured correctly. The main screen should show the following:

• My Cockpit navigation pane on the left, with the modules Home (Current), Sales, Service, Finance, and Purchasing.
• Widget Gallery section with the General Widgets Common Functions, Open Documents, Messages and Alerts, and Browser.
• Common Functions widget in the main area, with shortcuts for Sales Quotation, Sales Order, Delivery, A/R Invoice, Purchase Order, and A/P Invoice.
• Open Documents widget, listing Sales Quotations, Sales Orders, Deliveries, Returns, A/R Invoices, A/R Credit Memos, Purchase Orders, Goods Receipt POs, A/P Invoices, Return Requests, Purchase Quotations, Production Orders, and Missing Items.
• Messages and Alerts widget at the bottom left, displaying scheduled activities and alerts.
• Browser widget at the bottom right, showing the SAP website or your configured client URL.

Confirm that the date and time appear at the bottom of the screen.