SAP Business One Tips and Guide – 30th September 2024
We look up to successful business people, we read the books they wrote, try to embrace their golden tips and avoid the mistakes they admit to have done. Many of us took business related courses in college or university, investing great resources in setting strategy, market research, branding, risk assessment … and when it comes to the day to day work – we need to translate it into transactions vis-a-vis prospects, customers, and vendors. No wonder that the business partner master data record has become a key pilar in managing the ongoing business activity. Containing all the relevant information, reviewing the business partner master data triggers the need to take action. For that purpose, the Web Client for SAP Business One, introduces the “Create” menu in the Business Partner Master Data:
Depends on the business partner type (lead/customer/vendor) and user authorizations, the respective document types are listed, and when you choose to initiate the creation of a certain document, it will show up in “Create” mode, with the information of the given business partner populated in the form. For example, clicking the “Incoming Payment” option, opens the following Incoming Payment document, with the customer details in the header and the list of unpaid transactions:
SAP Business One Tips and Guide – 30th September 2024
For more SAP Business One Tips and Guide, visit SAP Tip & Tricks
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