Knowledge Base: Service Module

Manages interaction between service representatives and customers. It enables you to enter and maintain information about service contracts, items and serial numbers, customer complaints and inquiries, as well as perform numerous related functions. Each time a customer reports a problem, you log it in by opening a service call.

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

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

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

Using Alerts in SAP Business One

SAP Business One alerts are a very powerful way to increase visibility of certain issues in your organization. If there is information your company needs to succeed on the regular chances are you can design an alert to give you the information you need at your fingertips.

Posted by: Peter Canale