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.

Relationship Map Overview for Marketing Documents

The relationship map is a graphical display of the base document and target document tree, posting details, or the master data involved with the marketing document. It is useful for getting the whole picture of a process where you are starting with just one piece of information, like a sales order number.

Posted by: Peter Canale

Date Deviates from Permissible Range SAP Business One

Just today, fresh from creating posting periods for next year, our financial people were asking about the error "Date Deviates from Permissible Range" when adding a document. The problem lies with the due dates and the default settings for creating posting periods.

Posted by: Peter Canale

Base Documents vs. Target Documents

Continuing our series on the relationship between marketing documents, we will be going over base documents and target documents. In this context of our relationships the base document is the marketing document that was copied from, and the target document is the marketing document that is being copied to.

Posted by: Peter Canale

Credit and Commitment Limit in SAP Business One

Maintaining a set of credit and commitment limits on your company's customers is an important safeguard. You will probably want to assign rational limits to your customers coupled with a complete credit check. SAP Business One has a full featured system to help you manage this process.

Posted by: Peter Canale

Discounts on Marketing Documents in SAP Business One

SAP Business One allows you to use special discount fields to designate a discount on most marketing documents. Sometimes you just need that extra push to close a big deal by giving a customer a small break on the price. These discount fields make it easy to discount based on percentage and dollar amount.

Posted by: Peter Canale

Sales Process Marketing Documents in SAP Business One

The SAP Business One sales process is a series of marketing documents designed to move a customer through the buying process. The sales process flows through each document moving all the information along to the next document. It is the heart of SAP Business One.

Posted by: Peter Canale