How To Update And Delete Posted Puchasing Documents In SAP Business One

Some purchasing documents such as A/P invoices or goods receipt POs are legally binding. Therefore, you cannot delete them or make any changes that affect inventory entries or journal entries after you created these documents in SAP Business One. However, you can change data that is not relevant for inventory or journal entries. For example, […]

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How To Create Purchasing Documents In SAP Business One

1) From the SAP Business One Main Menu, choose: Purchasing – A/P and select one of the documents, for example, purchase order. 2) In the selected document, specify the vendor number, name, and other relevant general information. 3) Specify the required data on the following tabs: Contents Logistics Accounting 4) Choose Add. 5) To confirm […]

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How To Create A Purchase Quotation From A Sales Order

1) Create a sales order and enter the relevant customer and item information. 2) On the Logistics tab, select the Procurement Document checkbox. 3) To save the sales order, choose Add. The procurement confirmation wizard appears. In the Customer window, the customer for whom you created the sales order is preselected. Optional: If you want […]

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How To Create a Single Purchase Quotation Manually

1) From the SAP Business One Main Menu, choose: Purchasing – A/P > Purchase Quotation. The Purchase Quotation window appears. 2) In the general area, specify the vendor code of the vendor from whom a quotation is requested, the expiry date of the purchase quotation, and the date by which the goods or services are […]

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How To Compare Purchase Quotations In SAP Business One

By running this report, you make available a comparison of quotations received from vendors, letting you find the best offer for procurement. The report highlights the favorable parameters, such as the earliest quoted date or the lowest price. In addition, you can turn any purchase quotation into a purchase order directly from the report. Before […]

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How To Close, Cancel, or Remove A Purchase Quotation In SAP Business One

Task When to do it Here’s how Closing purchase quotations When you’ve decided on a winning vendor for your procurement, you close all purchase quotations that are not turned into purchase orders. Open the relevant purchase quotation.From the menu bar, choose: Data> Close. Canceling purchase quotations You cancel a purchase quotation if you have created […]

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How To Record Vendor Replies In SAP Business One

This articles assumes that:     You have created one or several purchase quotation documents for your planned purchase.     You have sent the purchase quotation documents to the vendor(s).     You have received replies from the vendors detailing the conditions of their offers. Here’s how: 1) Choose: Purchasing – A/P > Purchase Quotation > and […]

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How To Create Purchase Requests In SAP Business One

The purchase request enables users and employees in the organization to initiate a purchasing process by submitting their needs for certain goods or services. The purchase request can then be copied to purchase quotation or purchase order for further processing. Here’s how: 1) From SAP Business One Main Menu choose:  Purchasing – A/P  Purchase Request. […]

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