How To Manage Document Drafts In SAP Business One

In SAP Business One, you can save most documents as drafts. This lets you change and process them before adding them to the database as regular documents. This may be required because a document is only partially filled out and it will be completed later. Or perhaps someone knows how to fill out one part […]

Read More

How To Use The Document Drafts Selection Criteria In SAP Business One

Use this window to specify selection criteria for displaying document drafts. To access the window, choose one of the following: Sales – A/R > Sales Reports > Document Drafts Report Purchasing – A/P > Purchasing Reports > Document Drafts Report. Inventory > Inventory Reports > Document Drafts Report. Selection Criteria Fields User Select the user […]

Read More

How To Turn A Draft Document Into A Regular Document

1) Depending on the type of document you want to create, proceed as follows: Sales documents Choose: Sales – A/R > Sales Reports > Document Drafts Report. In the Document Drafts – Selection Criteria window, specify the required parameters and choose OK. Purchasing documents Choose: Purchasing – A/P > Purchasing Reports > Document Drafts Report. […]

Read More

How To Create Incoming Payments On Account In SAP Business One

You can accept payments that are received without reference to specific invoice(s)—for example, a one-time point-of-sale purchase. To do this, you check the Payment on Account checkbox of the Incoming Payments window and fill in the required information. Once the incoming payment document has been posted, the appropriate journal entry is created.  

Read More

How To Use The Draw Document Wizard

The draw document wizard enables you to create a new document from an existing one by guiding you step by step through the process. It provides different options for customization and for altering data based on the target document you are creating and the source document you are using. For example, you can choose which […]

Read More

How To Copy Sales And Puchasing Documents In SAP Business One

SAP Business One enables you to create target documents directly from base documents. For example, you can create a delivery directly from the sales order. In that case, all the data that you entered in the sales order is automatically copied to the delivery. You can create a target document for an added document in […]

Read More

How To Move Items To Package Contents In SAP Business One

When working with packing slips (in the menu bar choose Goto > Packing Slip) you can move a selected quantity of items from the Available Items table to the Package Contents table. Here’s how: 1) In the Available Items table, select the rows of the items that you want to include in the package for […]

Read More

Creating A New Packing Slip In SAP Business One

You define and print packing slips in SAP Business One after you pick the items of a shipment and you are ready to send the shipment. You can create and print packing slips for only the following sales documents: Delivery A/R invoice A/R invoice + payment Here’s how: 1) Open one of the documents listed […]

Read More

How To Request A Down Payment In SAP Business One

A customer ordered some goods from your company. Since you are not sure about the customer’s commitment, you request a payment advance from the customer by issuing a down payment request. You also use this document as a basis for other key steps in the sales process, for example, creating the final invoice. Here’s how: […]

Read More