Tips and Tricks

Sidebar in SAP Business One

Posted by MTC on June 19, 2017 | Blog, Tips and Tricks

SAP Business One is an ERP system which not only collects data, but also analyzes data to help you make decisions. In the dashboard users can select the KPIs that they are interested in and get real-time exact information based on the data SAP Business One collected. But data analysis can also show on the side of do...

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Authorizations in SAP Business One

Posted by MTC on June 11, 2017 | Blog, Tips and Tricks

SAP Business One is a system that combines all information related to the company. That’s the reason why SAP Business One always puts data security at first place. Data is critical for companies these days, and how to keep data safe and coincident are key points. For example, Business Partner master data contains th...

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Copy Users in SAP Business One

Posted by MTC on May 28, 2017 | Blog, Tips and Tricks

A new employee means a new ID, new user code, new authorizations and… much information needs to be filled out before he or she can get into work. Things can be easier in SAP Business One! Users can assign the initial form settings and preferences with one click – “Copy from Settings.” Go to Administration > Se...

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Customize Shortcuts in SAP Business One

Posted by MTC on May 22, 2017 | Blog, Tips and Tricks

Shortcuts are designed to save users’ time and make their work more convenient. SAP Business One allows users to customize the shortcuts on their own. Go to Tool Menu in the main menu bar and choose My Shortcuts > Customize SAP Business One allows users to assign F2 to F12 to target documents, such as S...

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Packing Slip in SAP Business One

Posted by MTC on May 14, 2017 | Blog, Tips and Tricks

SAP Business One allows users to record the packing information and track it in the documents. Open target Delivery, A\R Invoice or Payment, and choose Packing Slip from the context menu. Here users can input Type, Total Weight, Units and other information. This information can also be printed or displayed wi...

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Segmentation Accounts in SAP Business One

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

Different companies have their own characteristics. Based on the nature of the given business, their chart of accounts, departments, divisions, and projects are all different. SAP Business One 9.2 allows users to define up to 10 segments in the Chart of Accounts to reflect the business process and structure of the o...

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Credit & Commitment Limit in SAP Business One

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

Cash Collection is vital for a company. No matter how many sales deals the company gets, if they cannot get their payments, the company will still face a huge financial problem. Given this situation, SAP Business One allows users to define restriction for credit limit and commitment limit. Go to Administration &g...

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