Knowledge Base: Sales - A/R Module

Handles all aspects of the sales process, from entering sales quotations, sales orders and deliveries, to issuing customer invoices and returns. In addition, you can draw base documents to target documents, or send letters to customers with open debts.

Journal Vouchers in SAP Business One

Journal vouchers are a way to create a draft of a journal entry. The voucher signifies intent to make an adjustment to the journal. Think of journal vouchers like a draft sales order or other marketing document in the SAP Business One system. Using vouchers is critical for maintaining a audit trail of your financial transactions and is included for use in SAP B1.

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

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

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

Purchase Request Marketing Document – Purchasing Process

The purchase request document in SAP Business One can be used as the preliminary step in the entire purchasing process. It allows users to initiate the purchasing process by submitting their needs.

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