For setting up an opening balance for a business partner in SAP Business One 9.0 follow these instructions: 1) From the Modules menu inside SAP navigate to Administration > System Initialization > Opening Balances > Business Partners Opening Balance 2) The Business Partners Opening Balance – Selection Criteria screen will pop up. Set the business […]
Inside SAP Business One when you’re in the Inventory Master Data window or the Business Partner Master Data window, the window opens by default in Find Mode which means you can use the fields displayed to search for an existing item or business parter. For example if you’re in the Item Master Data window you […]
If you want to make a customer or business partner inactive inside the SAP Business One system, follow these steps: 1) In the modules menu inside SAP Business One, single click on Business Partners to expand the options below it. Then double-click on Business Partner Master Data to open the BP Master Data window. 2) […]
Is There Any Other Way To Move An Incoming Payment From A Business Partner To A GL Account Besides Backing Out?
No, backing out is the only solution. Once an Incoming Payment is added, it creates what SAP Calls a “Permanent Record” so it must be reversed. The Business Partner is also a control account, so a Journal Entry could not be performed.
You can change a large amount of business partner master data under Logistics > Sales and Distribution > Master Data > Business Partners > Customer Master Mass Maintenance. The following restrictions apply: You cannot change address fields. You cannot change bank details and credit card data. The control indicator Natural person is determined by the […]
SAP > Business Partners > Business Partner Master Data > Find your customer 1. Rick click in an empty area and choose “Special Prices for Business Partners” 2. Enter your Item Number 3. Item Description will auto populate 4. Tab through – Price List and Discount 5. Enter the customers special price in the “Price […]
SAP > Business Partners > Business Partner Master Data Use the “Radio Buttons” to move forward Choose the “Payment Terms” Tab Choose the correct “Price List” for each Customer Choose “Update” after choosing correct “Price List” Choose “Update” after choosing correct “Price List” Repeat steps above until all Customers / Vendors have the correct “Price […]
Code 1) Up to 15 digit code a) Recommended to put a V at the beginning of the code for ease of grouping vendors in the business partner pick list. Press tab to move from field to field. Vendor/Supplier 1) Select Vendor/Supplier Name 1) Enter Vendor/Supplier name Group 1) Select appropriate group from the drop […]
1. Open the Business Partner Master Data 2. Find the “Vendor” or “Customer” you want to add a “Group” for: 3. Choose the “Drop Down” menu from the “Group” Field 4. Choose “Define New” 5. Add the new Group Name and Choose Update 6. Update your Customer or Vendor’s Master Record
Code 1) Up to 15 digit code a) Recommended to put a C at the beginning of the code for ease of grouping customers in the business partner pick list. Press tab to move from field to field. Customer 1) Select Customer Name 1) Enter Customer name Group 1) Select appropriate group from the drop […]