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Tip #51: Each User Can Create & Use CFL Views

Tip #51: Each User Can Create & Use CFL Views

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

With the Web Client for SAP Business One, each user can customize the “List of …” windows, and save their preferences in the “Choose from List” (CFL) window for future use. The “Views Management” functionality, enables you more than...

Tip #50: Using Microsoft 365 in The Web Client!

by Marketing Department | Nov 18, 2022 | Blog, SAP B1 Tips

From simple lists to complicated reports – we all use spread sheets.  SAP Business One has been supporting export to Microsoft Excel since forever and recently the option to export from the regular client to Microsoft 365 using OneDrive was made available as well....
Tip #49: Export Payments & Deposits as PDFs

Tip #49: Export Payments & Deposits as PDFs

by Marketing Department | Nov 18, 2022 | Blog, SAP B1 Tips

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

Tip #48: Read-Only Users Can View Change Log

by Marketing Department | Nov 18, 2022 | Blog, SAP B1 Tips

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!

Tip #47: Emailed Document? Check the Status!

by Marketing Department | Nov 18, 2022 | Blog, SAP B1 Tips

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!

Tip #46: Authorizer is Away? Set a Substitute!

by Marketing Department | Nov 4, 2022 | Blog, SAP B1 Tips

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...
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