In SAP Business One the Dunning Wizard allows you to create and auto-send letters to customers who have overdue payments. You can determine which letter you’d like to send at which point past due. The Dunning Wizards also keeps track of interest accrued, and the customers payment behavior which is helpful in collections. To access […]
The acronym RMA stands for Return Merchandise Authorization. It’s also sometimes called Return Goods Authorization (RGA). This is a common term you’ll hear in regards to SAP Business One software. The return merchandise authorization is one of the steps for completing the processes of returning a product in order to get the customer a refund […]
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.
Here’s how you run a report in SAP Business One so you can see who your top customers are, based on the amount they’ve purchased: 1) From the Modules tab navigate to: Modules > Sales – A/R > Sales Reports > Sales Analysis 2) Choose the Customers Tab, Select the Invoice Radio Button, and Select […]
Here’s how you run a report in SAP Business One so you can see what your top selling items are, either by quantity sold or dollar amount sold: 1) From the Modules tab navigate to: Modules > Sales – A/R > Sales Reports > Sales Analysis 2) Choose the Item Tab, Select the Invoice Radio […]
The Sales – A/R Module handles all aspects of the sales process, from entering sales quotations, sales orders and deliveries, to issuing customer invoices and returns. In addition, you can draw base documents to target documents, or send letters to customers with open debts. This is a screenshot of the Sales – A/R Module Menu […]
When a customer decides to return product, a ‘Return Goods Authorization’ (RGA) is issued to the customer. The customer includes the RGA number provided on all shipping documents so that when the return is received at the receiving dock it can be easily identified and matched to the RGA previously issued. In order to have […]
To print or Email several Invoices (or any other documents) at one time: Go to “Document Printing” from within the Module you want to print from. In our example, you want to print a bunch of AR Invoices, so we are going to: Sales – A/R > Document Printing 1. The Document Printing – Selection […]