Knowledge Base

SAP Business One Tips – Next Step of Resource Management

February 5, 2017 MTC

When managing resources, knowing the exact available capacity and accurate planning ahead are key factors for efficiency and productivity. To support these needs, SAP Business One enables you to purchase and sell resources while having the capacity of the given resources updated accordingly. Just link the resources to a respective non-inventory item and you are […]

SAP Business One Tips – User Code Turns 25

January 29, 2017 MTC

There are so many rules about creating a user code, some of them derived from SAP Business One and some related to policy of each business. The more users you have, the more challenging it gets, especially when it is limited to eight characters only. But not anymore! The User Code field in the Users […]

SAP Business One Tips – When a Customer is Also a Vendor

January 22, 2017 MTC

In the business world it’s quite common that your vendor for certain goods or services is also your customer, purchasing from you different goods or services. In such case you manage two different master data records – one representing the customer and the other for the vendor while the linkage between the two is not […]

SAP Business One Tips – More Data in BP Master Data

January 15, 2017 MTC

Accurate addresses and contact person details are crucial for the day-to-day business. In printed documents, when sending e-mails, setting meetings etc. Considering the high importance of this information, and based on collected feedback, the contact persons details and the addresses info are enhanced, and aligned across all SAP Business One localizations. In Business Partner Master Data […]

SAP Business One Tips – Need Details? Don’t Click, View

January 7, 2017 MTC

It’s happening all the time, to all of us. When creating a document or when generating a report… we just need this additional piece of information, and we know how to get it! we can click the yellow arrow, drill down to the relevant record and find all we need. Now, there is another way, easier, […]

SAP Business One Tips – Cancelling Payments Gets Easier

January 1, 2017 MTC

We all hate to cancel payments or checks. Obviously, it’s because it takes forever to revert everything! The check itself, the deposit, the payment, and of course let’s don’t forget the connected invoice… Cheer up! SAP Business One can do it all for you, well almost – you have to indicate which check to cancel: […]

SAP Business One Tips – There is More in The Open Items List

December 25, 2016 MTC

The Open Items List is one of the very first reports in SAP Business One and is commonly used. It’s main goal is to list the open documents, however there are few tasks you can perform directly from within the report that can make your work more efficient. You can cancel and close multiple documents […]

SAP Business One Tips – It’s Just About Tax

December 18, 2016 MTC

The year-end is quickly approaching, and we all want to make sure that we made the best out of the passing year. There are the major goals we wanted to achieve, but there are also little things, like using flight miles and other bonuses that will be lost if don’t use them. In many cases […]

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