How To Revalidate Manual Internal Reconciliations In SAP Business One

If you have upgraded to SAP Business One 8.81 from a previous release, you may have manual internal reconciliations that were performed not in line with the new validation rules in respect of withholding tax. You can use the function to revalidate all manual internal reconciliations with the new validation rules. Authorization is required for […]

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How To Approve Draft Documents In SAP Business One

As an authorizer you approve draft documents added by an originator. Once the document is approved, the authorizer or the originator saves it as a regular document. You approve draft documents in the Request for Approval window when you are reviewing messages in the Messages/Alert Overview window. You approve draft documents in the Approval Decision […]

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When To Use The Data Archive Wizard In SAP Business One

Companies who have worked with SAP Business One for over two years can use the data archive wizard to archive closed transactional data relating to previous financial periods that have been closed. Closed transactional data can be closed sales and purchasing documents, reconciled journal entries, and so on. With the data archive wizard, you can […]

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How Run An Update Control Report In SAP Business One

Use this report to view database information after restoring the application and the database. Caution: The Records Before and Records After columns should match. If the number of records is different, check the system message. To display this window, choose: Administration > Utilities > Update Control Report. Table Displays the name of the database table. […]

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How To Configure The Period-End Closing Window In SAP Business One

Use this window to display the Period-End Closing report according to your selected criteria. Period-End Closing Window For Closing Period Displays the period category selected in the Period-End Closing – Selection Criteria window. From, To Displays the period range selected in the Period-End Closing – Selection Criteria window. Ref.1, Ref.2 Enter required references for the […]

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How To Define The Period-End Closing

Use this procedure to: Create postings in the accounting system when a fiscal year or posting period ends Transfer previous G/L account balances from one fiscal year or period to another, for accounts defined as assets, liabilities, or equity Here’s how: 1) From the SAP Business One Main Menu, choose: Administration > Utilities > Period-End […]

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How To Use The Period-End Closing Settings Window

Use this window to define settings for displaying period-end closing transaction information. To open this window choose Settings in the Period-End Closing – Selection Criteria window. Period-End Closing Settings Window Ref.1, Ref.2 Specify appropriate references for the journal entries, to be used as defaults in each period-end closing posting. Due Date, Document Date Specify appropriate […]

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How To Configure The Period-End Selection Criteria Window

Use this window to specify selection criteria for the Period-End Closing report. To open this window choose: Administration > Utilities > Period-End Closing. After defining the report, you can view it in the Period-End Closing window. Period-End Closing – Selection Criteria P/L Accounts Select to include P/L Accounts in the report. If the box is […]

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Exporting Transactions to SAP Business One

Transactions recorded in sales and purchasing documents can be copied from one company to another in SAP Business One. The transactions are exported from the source company and then imported into target company. Before exporting the transactions, ensure that the master record numbers in the G/L accounts and the business partners that are contained in […]

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