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Tip #58: Customize The Enterprise Search

Tip #58: Customize The Enterprise Search

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

If you are using the Enterprise Search in SAP Business One version for SAP HANA, you can easily customize it to better fit your specific needs. Access the “Search Customization” window from the search box:  In the “Search Customization” window...
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 #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...
Tip #52: Special Times Call for Special Prices

Tip #52: Special Times Call for Special Prices

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

If you are selling multiple products of different categories to large variety of customers, setting the pricing for the holiday season is a significant task. To free you up during the busiest time in the year, SAP Business One enables you to set special prices using...
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