A collection of tips, tricks and tutorials on all things SAP Business One.
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!
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.
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.
Adding a new account in the SAP Business One chart of accounts is super easy. There are a few things to know about this process and we're going to give you the low down right here.
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.
Posting periods in SAP Business One are periods of time that define your company's fiscal year. They are used in generating financial reports and segmenting your financial postings. Periods can be setup in a multitude of ways depending on your company's processes surrounding reporting and financials. Managing the posting periods in SAP B1 center around their five possible statuses.