When One Item Has Multiple Codes
Some items like unique diamond jewelry or patented medicines can be purchased only from the specific vendor, but these are the rare cases. Most of the goods are supplied today by multiple vendors and brands while having the same or very similar qualities – e.g. matches, paper clips, or hamburger buns. If you have in […]
UDFs Are Available in Activity Reports
User-Defined Fields are probably the most common means of customization and they can be added to many objects including activities. Using the UDFs during the creation and processing of documents, transactions, or master data records is obvious but, what about reports? If you have added UDFs to Activity object, SAP Business One enables you use […]
It’s End of Fiscal Year in Inv. Counting
Lots of different items, or just a few? Huge things or maybe small parts? Either way, you have to count it and record it properly. When inventory counting is distributed between various counters and takes place during few days you may end up with multiple inventory counting documents with different count date and one common […]
Read The News About Contact Persons
Contact persons – the interface with our customers and vendors. In some cases, there is one contact for everything; in others we communicate with multiple people – a contact person assigned to a given area or branch. Considering the importance of this role, maintaining accurate details of our contact persons is a must. To increase […]
Regular User? View All Payment Drafts
Super user? You have super powers! And a regular user? In SAP Business One super users are granted with full authorizations and can grant relevant authorizations to regular users, and there is more: some actions and data can be performed and accessed by super users only. For example, regular user can view only the drafts […]
Copy Form Settings for Selected Forms
We love shortcuts! Think about new users for example. You have a new employee in the organization – you create a user name and password, assign license, authorizations, and… use the “Copy User Settings” option from a user with a similar role to apply additional preferences in one click! But then it turns out that […]
Save Doc Address to BP? Yes, You Can!
Most of the time most things are as usual. Same process, same flow no surprises and no need to deviate from the regular root. That’s true most of the time but sometimes… we need to do things a little different. For example usually, when creating documents we use the billing and shipping addresses that were […]
News in The Report & Layout Manager
Freedom of choice. As much as we appreciate the right to choose, people are creatures of habits – most of us drink the same coffee every morning and go to sleep at the same hour every night. In business things are even more structured – companies operate most of the time based on well-defined routine […]
Apply Action to Doc. Row or Rows?
Every one of us is a user. Anyone who looks at a screen, even just for consuming content, without user name or account, is a user. We all have our user experience – clear preferences for apps, web sites, color themes, and so on. One of the main factors that set our preferences is efficiency – […]
Set Default BP Catalog Number
Ever noticed that there are many things we don’t notice as long as nothing changes? Think about it – we notice that the milk ran out only when we want to have coffee, right? That’s because we have habits and … defaults! And same apply to businesses. If you are using business partner catalog numbers, […]