Blogs
Tip #49: Export Payments & Deposits as PDFs
With the continues increase of PDF replacing hard copies, and the ongoing adoption of the PDF as a valid form for official documents, SAP Business One extends its PDF support to additional documents: In the Print Preferences window you can define that when adding a...
Tip #48: Read-Only Users Can View Change Log
When it comes to business, tracking changes is highly important. The change log enables authorized users to access previous versions of a given record and view the changes made in each version: Authorized users? Similar to most features and functions, accessing the...
Tip #47: Emailed Document? Check the Status!
For many of us sending files by email is the preferred way of transferring documents to recipients – it’s fast and easy. To address this need, SAP Business One introduces new document status: “Open – E-Mailed” is assigned to sales, purchasing, and inventory transfer...
Tip #46: Authorizer is Away? Set a Substitute!
If your company follows approval processes, an absence of authorized approver may cause delays and bottlenecks. To ensure workflow is not disrupted, SAP Business One enables you to set substitute authorizers for the ones that are away: The window “Substitute...
Tip #45: The Web Client is at Your Service
The Web Client for SAP Business One enables you to manage, process, update and create service calls and solutions using four dedicated apps under the Service module: Enhanced user-interface design enables the user to view selected solution side-by-side the respective...
Tip #44: Purchase Quotation Gets More Flexible
When collecting and recording purchase quotations for certain purpose there may be cases where multiple purchase quotations will be assigned with the same Group Number. To improve traceability and transparency, SAP Business One identifies these cases, notifies you in...
Tip #43: Fine Tune Price List Authorizations
To reduce the risk of human errors and ensure everyone uses the right price lists SAP Business One introduces an additional six authorization groups for price lists: With this additional flexibility, you can assign the accurate authorizations to the relevant employees...
Tip #42: Write Your Path on Your Own
Hiking is great. Being outdoors, enjoying nature, clearing the mind and soul… when taking a hike in a new place sticking to the marked paths is essential – simply because it is safer. But if you go hiking in a place that you know – you might allow yourself to be more...
Tip #41: Show Only What You Really Need
To enable your service providers use the up-to-date values, and ensure the reports are accurate, SAP Business One enables you to hide irrelevant values related to Service Calls and Solutions: For each of the highlighted fields above, you can open the “Setup” window by...
Tip #40: Keep Track on Employee’s Mobility
SAP Business One supports the change log for changes made in the “Membership” tab in Employee Master Data: For example, Maria, the accountant, just graduated successfully from a project management course as a step towards her upcoming career change. The new role...
