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 Turn A Draft Into A Regular Document In SAP Business One

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. […]

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Overview Of The Sales A/R Process In SAP Business One

The sales-A/R process moves from issuing a sales quotation to selling the goods (and services) to delivering those goods to invoicing the customer for their purchases. The image below illustrates this process, and we describe each step in the “Taking It Step by Step” section. Each of the steps involves a document, such as a […]

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Keyboard Shortcuts In Sales And Purchasing Documents

The table below shows the keyboard shortcuts for SAP Business One sales and purchasing documents. Keyboard shortcuts can help you navigate the SAP Business One platform faster and more efficiently. Task Shortcut Calculate gross profit Ctrl + G Specify a payment method Ctrl + Y Calculate volume and weight Ctrl + W Open base document […]

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How To Add A Specific Dollar Value Coupon To A Sales Order

In SAP Business One, a coupon can be added as a non-stock inventory item with the value associated according to the value of the coupon. Here’s how: 1) First you’ll need to create a new inventory item for the coupon code. Navigate to: Inventory > Item Master Data 2) Create a new item for the […]

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How To Record To Multiple G/L Accounts When Writing A Single Check

If you are writing a single check for a vendor, but need to record to 3 different GL accounts, we recommend entering a “Service Type” A/R Invoice. On a Service Type Invoice each transaction line can be assigned to it’s own GL account. To change the A/R Invoice to a Service Type, change the Item/Service […]

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