Knowledge Base: Reports Module

Enables you to compile reports with corporate data and information in exactly the way you want to see it. This includes company internal evaluations, inventory reports, financial reports, and accounting data. In addition to the predefined reports, you can also define individual queries.

Matching Account Balances with Aging Reports

When running your year-end-closing reports it is common that your trial balance and your aging reports not to match initially. I frequently receive support requests claiming that something must be wrong with the system because the two balances do not…

Posted by: Michael Taylor

Commission Groups and Sales Employees

Tracking commission by sales employee in SAP Business One is simple and easy to setup! If you have a stable of sales people on your team, you know how critical it is to get this part right. With a new system your team will be watching their numbers like a hawk to make sure they're getting paid exactly what they deserve. SAP Business One makes this a snap to track commission and create reports.

Posted by: Peter Canale

Prompting for User Input in SAP Business One Queries

SAP Business One actually has some very slick functionality when it comes to queries. One of those pieces of extra SQL is prompting a user for input. It provides an excellent way to create SQL queries that anyone can use without knowledge of writing SQL query.

Posted by: Peter Canale

Business Partner Properties in BP Master Data

Business partner properties are an excellent tool to customize your SAP Business One system. They are a set of 64 open ended yes/no fields for each Business Partner. Think about what this means for your business...You can set them up to further group your business partners for reporting purposes or you can track which Business Partners have received your marketing materials, like a product catalog!

Posted by: Peter Canale

Running An Accounts Receivable Aging Report

The aging report is a critical analytical tool in any business. It helps measure the financial health of your companies customers. In SAP Business One this is a very easy report to run with straightforward selection criteria. If your aging report is showing that receivables are being collected slower than normal it could be a warning sign that business is slowing down or your company is exposed to too much risk.

Posted by: Peter Canale

Open Items List in SAP Business One

SAP Business One has tons of useful reports and features, one such report is the "Open Items List". This is a stock report which has unique abilities to allow you quick access to documents that are open. This is good for spotting customer service issues before they become too big of a headache for your company.

Posted by: Peter Canale