Blogs
Tip #29: Show Price List Info in Document Lines
There is very little room for pricing errors when running a business. Prices and price lists are at the basis of almost each transaction and hence transparency and clarity are highly important. For this reason, SAP Business One introduces two new columns in sales and...
Tip #28: Fine Tune Access to Numbering Series | SAP Business One
Welcome to Tip #28 for SAP Business One! Numbering Series supports setting much wider range of more accurate user authorizations: After allocating each numbering series to the its group, you can grant each user with the relevant authorization to the various groups,...
Tip #27: Show UDTs in Menu & Home Page
Let's look at User-Defined Tables (UDTs) – these have been used for long time for extending and customize SAP Business One, and now with the Web Client the UDTs may gain the visibility they deserve. When defining in the desktop client UDTs with object type "No Object"...
Tip #26: Update Prices in Recurring Transactions
If you are working with recurring transactions based on draft documents, and facing price changes - SAP Business One has your back! All you have to do is to make sure your price lists are up to date and select this checkbox for the relevant templates: When the...
Tip #25: Refreshing News about Refresh Record
In SAP Business One, the "Refresh Record" button allows us to quickly view the up-to-date data and numbers in records and reports: And now, it becomes even more convenient to refresh data – if you prefer working with keyboard rather than mouse, new key combination is...
Tip #24: Launch The Web Client in MS Teams
If your company uses Microsoft Teams, SAP Business One allows you to launch and use the Web Client within Microsoft Teams. This enables users to collaborate through chats and manage their work conveniently without changing systems. Detailed setup information is...
Tip #23: Show Price After Disc? It’s Up to You
SAP Business One introduces authorizations for defining which user can view the price after discount in the Inventory Posting List. For greater flexibility, there is a separate authorization for Purchasing, Sales, and Inventory documents. In the following example, the...
Tip #22: Update Your Project via Gantt Chart
You can now use the Gantt Chart in SAP Business One to help you to manage projects by visualizing the different stages, timelines and progress of projects and subprojects. You have to move the time bars of subprojects and project stages to update project timelines for...
Tip #21: Time Sheet? Fill it in the Web Client!
Under “Human Resources”, the “Create Time Sheet” app enables users to record the time spent by users, employees, or external personnel: The “Manage Time Sheets” app gives each user the flexibility to review and manage their time sheets. At the same time, authorized...
Tip #20: Attachment Handling Moves Forward
To align with the naming convention used in your business and to allow more flexibility and reduce potential errors, SAP Business One introduces the “Do Not Overwrite Attachments with the Same File Name” settings: Simply select the option to upload an attachment file...
