Tips and Tricks

Campaigns in SAP Business One

Posted by MTC on August 13, 2017 | Blog, Tips and Tricks

Sending campaigns to your leads and customers regularly is a good way for them to better understand your business and company news. SAP Business One offers campaign management in the CRM module. In the campaign document, users can choose campaign type, such as email, mail, and phone call. They can also choose...

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Blanket Agreement in SAP Business One

Posted by MTC on August 6, 2017 | Blog, Tips and Tricks

Long term sales or purchasing agreements are important for every company. They can also be annoying. Managers need to define the timeline and agreement type, and they need to create documents for each period and tend to other details during and after deals. SAP Business One offers an easy way to track and follow up ...

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Cash Flow Forecast in SAP Business One

Posted by MTC on July 30, 2017 | Blog, Tips and Tricks

Cash flow is the vitality of every company, no matter whether it is a large or small company. The subprime crisis happened mostly because of the lack of liquidity. A good cash flow forecast can avoid a crisis for a company. For SMB (Small and Midsize Business), Cash flow can be more important and a good cash flow fo...

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Purchase Request in SAP Business One

Posted by MTC on July 23, 2017 | Blog, Tips and Tricks

SAP Business One has Purchase Request in the main menu. If users need to ask a manager or the purchasing department before purchasing something, this function can be helpful. Purchase Request is an internal document that allows users and employees to initiate the purchasing process. Further, the document can be copi...

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Sales Recommendation in SAP Business One

Posted by MTC on July 16, 2017 | Blog, Tips and Tricks

Profit is obviously one of the main points of running a company. The questions of how to sell more products, how to expand profit, and how to manage sales affect the profit of a company. SAP Business One 9.2 provides sales reports, and sales recommendations, which helps sales save their time. In the previous blog...

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Set Item Cost in SAP Business One

Posted by MTC on July 9, 2017 | Blog, Tips and Tricks

Return Requests are always based on deliveries or A/R invoices in the old version of SAP Business One, but sometimes users need to create return documents without a previous document. From SAP Business One 9.0, users can choose how to set item cost when the document is not based on a previous document. Go to Admi...

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Excel Report in SAP Business One

Posted by MTC on July 2, 2017 | Blog, Tips and Tricks

Data is vital. An accurate report shows the data users want in a clear way. SAP Business One knows how important data and reports are and keeps enhancing this at each update. Besides providing reports inside SAP Business One, we also integrate with Excel and offer a report designer, The Interactive Analysis Report D...

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UDF of Landed Costs in SAP Business One

Posted by MTC on June 25, 2017 | Blog, Tips and Tricks

As an international company, MTC Systems serves companies all over the world and most of them are also international companies which need to calculate Landed Costs. SAP Business One has Landed Costs documents, and from version 9.2 users are able to use UDF (User-Defined Fields) to define their items. To use U...

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