How To Import A Microsoft Excel File To SAP Business One

You can import data for business partners and items from a Microsoft Excel file to a company in SAP Business One. The data is copied from the cells of the Microsoft Excel table and written to the corresponding fields in SAP Business One. Note: This method is not valid for importing accounts. Use this method […]

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How To Import Transactions From SAP Business One

Transactions – accounting documents – can be copied from one company to another in SAP Business One. The transactions must first be exported from one company (source), and then imported into another (target). If a master record for a G/L account or business partner does not exist yet in the target company, the system creates […]

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How To Link A Territory And Specific Technician To A Customer

To ensure that a specific technician is always assigned by default to service calls for a customer, you can link a specific technician and a territory to a customer. Here’s how: 1) From the SAP Business One Main Menu, choose: Business Partners > Business Partner Master Data > and select the General tab. 2) Select […]

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How To Automatically Create Contracts In SAP Business One

Automatic creation of contracts is relevant for companies that service items according to item serial numbers. A contract is created automatically when a corresponding delivery or A/R invoice document is created for the item or items. Required You have created a warranty template for items with serial number management. Here’s how: 1) From the SAP […]

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How To Setup Queries For Service Calls In SAP Business One

You use queues to handle your service calls more efficiently. You can assign each service call to the relevant consultant, department, or sales employee who can best handle the service call. You can also specify a manager for the queue and include a list of members. Note: Queues that are not linked to service calls […]

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How To Add / Update / Duplicate Service Contract Templates In SAP Business One

You define service contracts between your company and its customers. The contracts include items managed by serial numbers that the company supports, daily service hours, and even an obligatory resolution time for solving customer problems. The contract template enables you to work with several basic contracts at one time and simplifies the creation of service […]

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How To Use The Banks – Setup Window In SAP Business One

In the Banks – Setup window, you define the banks with which your company works. To open this window, choose: Administration > Setup > Banking > Banks. Banks – Setup Window Fields Country Code Specify a country code to indicate the country in which the bank account is located. Bank Code, Bank Name Specify the […]

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How To Setup Dunning Levels In SAP Business One

Use this window to define a letter format for each dunning level in your company. There are three default letter formats that you can adapt to your company standards using the Crystal Reports software version for the SAP Business One application and the Print Layout Designer tool. To activate the Dunning Levels – Setup window, […]

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How To Define Business Partner Properties In SAP Business One

You can classify your business partners by properties, which you define according to your business requirements. You assign the relevant properties when you process a master record for a business partner. Note: The properties are not mandatory; a business partner can have none, one, or up to 64 properties. You can use the properties to: […]

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