To improve your work efficiency and productivity, SAP Business One has added the options “Export to Word” and “Send by Email” to the “Share” menu in sales documents. Clicking the “Export to Word” option exports the document to Microsoft OneDrive as Word file using the...

SAP Business One introduces an enhanced context menu for the Query Manager, where users can edit and rename data conveniently. The option “Edit” allows users to access directly to the query statement and edit it without having to generate the query first. Clicking...

Reports serve as an excellent tool for making decisions and taking action. A new enhancement has been made to "Purchase Request Report”, where new columns – “G/L Account” and “G/L Account Name” are added to display essential and updated information. The “G/L Account”...

If you have customised pre-defined groups on the home page of the Web Client and would like to go back to the default layout, simply click the "Reset" button. Before: After: The home page of the Web Client is reset back to the default layout. Available in the Web...

In recent years, changing work positions in an organization has become very common. To support this trend, SAP Business One now enables users to maintain essential employment information under the "Membership tab" in Employee Master Data. The "Change Log" reflects the...

If you wish to emphasize certain items when creating marketing documents, the Web Client for SAP Business One now allows you to move document lines and reposition them as needed: In "Edit" mode, select the line you want to reposition. You can use the up and down arrow...

The Web Client in SAP Business One has introduced a new function - "Scan Business Card" which allows users to create a business partner by selecting a photo or taking a picture of a business card. Step 1: Activate the DOX service setups in SAP Business One desktop...

Companies use posting periods for various purposes, such as reporting, planning and business activity analysis. To provide users with better accuracy and efficiency in their work, the Web Client of SAP Business One introduces a date offset range definition based on...

The Web Client of SAP Business One introduces an app (under the Business Partners group) for setting and managing Business Partner (BP) Catalog Numbers. If you have previously defined the BP catalog numbers in the desktop client, it will display in this app. You can...

The Blanket Agreement Fulfilment Report provides users with greater clarity and better efficiency when monitoring your agreements with business partners. This tool helps to keep the records up-to-date and secured. "Cumulative Ordered Qty" and "Cumulative Ordered...