Knowledge Base: Business Partners Module

Stores the master data for all your business partners, including relevant information about customers, dealers, vendors, and leads. In addition, you can store information about business partner activities, as well as data for sales volume forecasts.

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

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

Setting Up Automatic Business Partner Numbering in SAP B1

Setting up automatic business partner numbering in SAP Business One is a snap. The process flows just like this in setting up each automatic numbering series in marketing documents and master data. Automating SAP Business One is a good idea to save time and make your data consistent.

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

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

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