Knowledge Base: Administration Module

Contains the basic system settings for currency exchange rates, system setup, and authorizations, as well as settings for online alerts, and data import/export functions.

Draw Document Wizard in SAP Business One

The draw document wizard in SAP Business One allows you to create a marketing document from an existing document. It is functionality unique to the "Copy From" option when inside a marketing document in the Sales - A/R or Purchasing - A/P modules. The draw document wizard provides tools to customize, consolidate, and change the data on the documents to copy into your new document.

Posted by: Peter Canale

Setting Up Alerts in SAP Business One

Alerts are a great way to keep people informed on important things happening within the SAP Business One system. Alerts are powered by saved SQL queries in the Query Manager. Good uses for alerts are sending daily reminder reports, data validation, or conditionals.

Posted by: Peter Canale

Exporting SAP Business One Data to Excel

As you can imagine, the ability to export data to Microsoft Excel directly from the SAP Business One client is a powerful tool. This can be used to get a good look at the data, run further summaries and calculations, and can even be used to import the data back into SAP B1 using the Data Transfer Wizard.

Posted by: Peter Canale

Installing the SAP Business One Client

Let's go over how to install the SAP Business One client. The client is the main interface for users to interact with SAP Business One. It is installed on the user's computer and comes in 64-bit and 32-bit versions.

Posted by: Peter Canale

Change Log on Marketing Documents in SAP Business One

There are many times when troubleshooting customer service or procedural issues you need to know "who did what" on a marketing document or master data. This is where the change log comes in to play. The change log will show you exactly who changed a document and answers many of the important questions.

Posted by: Peter Canale

Inventory Audit Report and Year End Closing SAP B1

Continuing our series on year end closing, comes the Inventory Audit Report. This report is designed to help you reconcile your yearly inventory transactions with the ending balance in your inventory G/L account balances. The inventory audit report will give you the total inventory value for the criteria you've selected.

Posted by: Peter Canale