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BEAT-SAP Training In Calicut (SAP B One TIPS)
last updated on
2017-05-20T09:39:33

SAP Business One 9.2


The Sidebar is By Your Side

Once you use dashboards you van never go back. Receiving the exact information you need at a glance is invaluable! But even that gets better. If you your dashboards are related to documents such as sales order or quotation, you can view them while processing the document. All you have to do is select this checkbox “Enable sidebar in windows to display linked dashboards” in Administration > System Initialization > General Settings > Display tab.

The respective dashboards are displayed in the document’s sidebar, providing you all the data you need without any further clicks:

This option is applicable also to Activity, Incoming and Outgoing Payments.

Available in SAP Business One, version for SAP HANA. This tip and all the other tips are available on the Tip of the week SCN page. You can also visit the Implementation Arena for useful implementation tips.

Just Look at Business Partners

Business Partner Master Data records contain so much information about your vendors, customers, and leads. Some of it is critical, for example payment terms and currency, and so it’s obvious that only very few qualified users are allowed to update those records. But what about those users who just need to see some of the details for their daily work? They are not granted the “Full Authorization” for Business Partner Master Data, and the “No Authorization” blocks them completely.

For these users, SAP Business One is enhanced with Read-Only authorization for Business Partner Master Data:

With this authorizations, users can view business partner master data records but cannot make any updates.

Available since SAP Business One 9.1, version for SAP HANA PL09, and SAP Business One 9.1 PL09. This tip and all the other tips are available on the Tip of the week SCN page. You can also visit the Implementation Arena for useful implementation tips.


Update Qty in Partially Copied Quote

Congratulations! The customer approved the sales quotation and decided to order the goods in two batches – now and next month. After the 1st half was delivered the customer asked to adjust remaining quantity. Now what? Close the existing sales quotation and create a new one for the new quantity? Not at all.

SAP Business One allows you to update the quantity of partially copied lines in sales quotations, saving you the time and effort of creating a separate document, prevents increase in database size, and helps tracking and monitoring customer activity.

Available since SAP Business One 8.82 PL012. This tip and all the other tips are available on the Tip of the week SCN page. You can also visit the Implementation Arena for useful implementation tips.


More Options on Pick & Pack Manager

The Pick and Pack Manager enables you to automate the processing of sales and production orders, reserve invoices and inventory transfer requests.

One of the key capabilities of the pick and pack manager is the flexible selection criteria that let you generate the lists you need. In order to allow you even better flexibility and increased accuracy, SAP Business One is enhanced with the capability to assign user defined fields as selection criteria:

Available in SAP Business One 9.2, version for SAP HANA and SAP Business One 9.2. This tip and all the other tips are available on the Tip of the week SCN page. You can also visit the Implementation Arena for useful implementation tips.


Set a Limit to Customer Credit & Commitment

Every business likes to sell – but not at any cost. As much as you want to sell, you want to be sure that your customers will pay. In order to be on the safe side, SAP Business One allows you to define on a company level and customer level a threshold for credit limit and commitment limit. The first refers to the debt of the customer based on the account balance, while the second considered the account balance and the un deposited checks.

For those who prefer to be even more cautious, the option “Consider Deliveries Balance” adds the deliveries balance into the customer’s balance calculation.

When a user attempts to add a sales document, SAP Business One checks whether by adding that document the credit limit or the commitment limit of the given customer will deviate from the defined limits. If it is, a respective warning message appears.

As each business is different and so is the payment policy, when defining the restrictions, you can decide whether to apply it to sales orders, deliveries, invoices or pick lists.

Available in SAP Business One, version for SAP HANA and SAP Business One. This tip and all the other tips are available on the Tip of the week SCN page. You can also visit the Implementation Arena for useful implementation tips.


Set Your Own Shortcuts

Using the same SAP Business One windows every day? Let us save you precious time and clicks for navigation and search. There is an easier and more efficient way to open your windows. Define your own shortcuts to selected windows and get an instant access to your tasks!

From the Tools menu in the menu bar choose: My Shortcuts > Customize:

Available in SAP Business One, version for SAP HANA and SAP Business One. This tip and all the other tips are available on the Tip of the week SCN page. You can also visit the Implementation Arena for useful implementation tips.

Every Package Needs A Packing Slip

You have all the goods ready for shipping to the customer. And now what? Yes, it will be packed very carefully in suitable boxes so no damage done in the way, but how will you track it? well, document it in the packing slip!

In SAP Business One you can document the packages shipped for every Delivery, A/R Invoice, and A/R Invoice + Payment. From the context menu of the given document choose “Packing Slip”:

Here you can document which items are packed in which package, the number of packages, type and weight. The packing slip can be printed or displayed with the given document, and enables you to keep track on the shipped items.

Available in SAP Business One, version for SAP HANA and SAP Business One. This tip and all the other tips are available on the Tip of the week SCN page. You can also visit the Implementation Arena for useful implementation tips.


Additional Info? Add Remarks!

Ever created a document and wished you could just add a comment, or some additional information? Yes, you can add the details in a post-it or in the mail, but it is not the same as adding the specific info to the document itself. For that purpose exactly, SAP Business One is providing the “Opening and Closing Remarks” window:

This window is available via the context menu of each document and transaction, enabling the user to add opening and closing remarks regardless the status of the document. In addition, to make work more efficient, you can enter a text that was prepared in advance by clicking the “Insert Predefined Texts” button. The opening and closing remarks appear then in the printed document.

Available in SAP Business One, version for SAP HANA and SAP Business One. This tip and all the other tips are available on the Tip of the week SCN page. You can also visit the Implementation Arena for useful implementation tips.


Do You Use Segmentation Accounts?

When creating a new company database many decisions that derived from the nature of the given business should be made. Some of these decisions are irreversible, and hence should be carefully considered. One of those is related to the chart of accounts structure which is the foundation of the financial management and reporting.

SAP Business One enables you to set a segmented chart of accounts - according to this method the account codes reflect the structure of the organization. For example departments, divisions, projects, etc.

Such structure may increase transparency and clarity of financial reporting and day-to-day work.

If you choose to work with segmented chart of accounts, the Account Code Generator becomes available, allowing you to assign account codes that reflect the company structure.

Available in SAP Business One, version for SAP HANA and SAP Business One. This tip and all the other tips are available on the Tip of the week SCN page. You can also visit the Implementation Arena for useful implementation tips.







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