Video Training: 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.

Running the Open Items List Report

There is a pre-built report for finding all open documents in your system in one handy area. There is a drop down list to select the document you need to find and it will display everything open for that document.…

Posted by: Peter Canale

Commission Groups and Sales Employees

Commission Groups and Sales Employees are linked and part of the setup for tracking commission in SAP Business One. If you have sales people that get paid on commission then you need to set this up.…

Posted by: Peter Canale

Partial Delivery Settings

You don't always want to ship an order complete. Some business partners require specific instructions surrounding partial shipments. The options available in SAP Business One will ensure that your sales people and warehouse will follow the BP's instructions every time!…

Posted by: Peter Canale

Managing Credit and Commitment Limits

Credit and commitment limits are two fields that can pop up warnings to your employee's to let them know there might be issues with a business partner account.…

Posted by: Peter Canale

Business Partner Blanket Agreements

Blanket agreements are basically contracts you have with your business partners. SAP Business One will keep track of the deals you make so you don't have to.…

Posted by: Peter Canale