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Tip #57: Make It Clear, Show Rounding Remark

Tip #57: Make It Clear, Show Rounding Remark

by Marketing Department | Dec 2, 2022 | Blog, SAP B1 Tips

As vendors, if you are using the “Rounding by Document” method, you can use the following option to clarify differences between the actual discounts in the document and the discount appears in the document summary: When “Display Rounding...
Tip #56: Indirect Sale? Fill it in the BP Channel!

Tip #56: Indirect Sale? Fill it in the BP Channel!

by Marketing Department | Dec 2, 2022 | Blog, SAP B1 Tips

When deals are signed following a customer recommendation, or a new lead or customer are added to your database based on a reference from existing customer, you can document it in your records:  In Customer or Lead master data you can enter the referring customer code...
Tip #55: Reopen Order or Keep it Closed?

Tip #55: Reopen Order or Keep it Closed?

by Marketing Department | Dec 2, 2022 | Blog, SAP B1 Tips

When creating the Returns document based on the delivery, it is added to the paper trail of the given deal. The Delivery is automatically closed, but what about the Sales Order? It was closed when copied to the delivery, but should it remain closed, now when the deal...
Tip #54: Parallel Blanket Agreements? Sure!

Tip #54: Parallel Blanket Agreements? Sure!

by Marketing Department | Nov 25, 2022 | Uncategorized

Processes can be very strict as they are made first and foremost to ensure the business success, and as such they are subject to adjustments and enhancements. To support your success, SAP Business One enables you to create multiple blanket agreements for a given...
Tip #53: Need More Info? Check Row Details

Tip #53: Need More Info? Check Row Details

by Marketing Department | Nov 25, 2022 | Blog, SAP B1 Tips

To ensure that you can get more details about every line in marketing documents, SAP Business One offers you the “Row Details” functionality: Double click document line (alternatively, use the context menu, or press CTRL+L) to open the “Row...
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