Split for Preview, Then Post One Line

Transparency. We learned to love this word. It implies that there are no small letters, that expectations are aligned, it encourages us to trust and believe that there will not be any unpleasant surprises. We demand transparency from our employees, and expect it from our business partners. And … it is highly significant when transforming […]

Update Serial & Batches for More Docs

If you are managing inventory you already know that there is nothing simple about it, especially when having items with serial or batch numbers. Similar to other aspects in business, following well-defined processes and keeping records of each step are keys to successful operation. To improve monitoring and tracking of serial and batch numbers, SAP […]

Payments on The Fly in The Web Client

Practice makes perfect. Can’t argue with that – the more you repeat a task the better and faster you get… to a limit. After this point, the only way to accelerate the performance is by enhancing the process itself. Receiving and issuing payments are common tasks performed on a regular basis by every business. To […]

Duplicate The Item and Its Bar Codes?

There are so many advantages in the ability to duplicate records – no wonder it is widely used. It saves efforts, time, and helps reducing human errors. In SAP Business One you can duplicate documents and master data records. In the duplicate instance you can make the required changes, choose the “Add” button and… done! […]

Select Your Recurring Transaction Templates

Recurring transaction templates are very useful: it makes the work more efficient, saves time and … helps reducing human errors. Considering the frequent changes in the business world and the continuous effort to improve processes, many companies have defined over the years long lists of recurring transaction templates for various purposes. To enhance user experience […]

Show Item or BoM? It’s Up To You

Its quite common to see people and things that fulfill multiple roles and serve multiple purposes. Computer used for work and gaming, customers may also be vendors, and … certain items are also parent items in bills of materials. By default, when clicking the link arrow next to an item code which is also a […]

When Ship-To Is Also A Bill-To Address

Customers, vendors and leads. The driving engine of every business. We make our best to keep our customers happy and hope our vendors follow the same path. At the end of the day, we need the goods to arrive to the right place and the invoice or payment to reach their destination. For these purposes […]

News About Referenced Documents

Even when running a paper-less office, paper work never ends. Running a business means creating and processing documents. Creating linkage between relevant documents helps maintaining accurate and transparent information and increases efficiency. If you work with SAP Business One 9.2 or a later version, you know that you can reference to a given document other […]

Discover The Lists That Save You Time

People are creatures of habits. Especially when it comes to work. Based on your role, you have your set of tasks to perform on a regular basis. And yet, it is not uncommon that while in a middle of task, an incoming call or instant message pops in with urgent request for information or task… […]

Add and… New, View, or Close?

Documents. Order, delivery, invoice… purchasing or sales… every business generates lots of documents every day, and some users are creating documents all day! Many times after adding a document, you want to take another look and review it. Just in case. You can either click the “Previous Record” button and hope that not too many […]