How To Generate A Sales Opportunity Report In SAP

Inside SAP Business One you can run a sales opportunity report. Here’s how: From the Modules tab navigate to Sales Opportunities > Sales Opportunities Reports From here you can select one of the following sales opportunity reports to run: Opportunities Forecast Report Opportunities Forecast Over Time Report Opportunities Statistics Report Opportunities Report Stage Analysis Information […]

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What Is the Sales Opportunities Module?

The Sales Opportunities Module helps the sales employees to manage their sales opportunities and enables you to analyze your sales information. It also includes opportunity forecast reports, won opportunities, an opportunities pipeline, and a dynamic display of sales stages. This is a screenshot of the Sales Opportunity Module Menu in SAP Business One:  

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How to Return an Item in SAP

(If the order has been Delivered and the A/R Invoice has NOT been paid, process the Return this way) 1. Log into SAP 2. Select “Sales-AR” 3. Select “Return” Figure 1: 4. Enter the “Customer” placing the return or select Tab to pull up a “List of Business Partners” 5. Enter a “Customer Ref. No.” […]

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How to Enter a Sales Order using SAP

1. Log into SAP 2. Select “Sales – A/R” 3. Select “Sales – Order” Figure 1: 4. Enter the “Customer ID” or select Tab to pull up a master list of all customers 5. Enter a “Customer Ref. No.”, optional 6. Select the “BP Currency” or leave at default 7. Enter the “Delivery Date” 8. […]

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How to Enter an Accounts Receivable Invoice

NOTE: Be sure to use the TAB Key to move through Fields. The “Enter” Key is the same as “ADDING” the Invoice and once you add the invoice you cannot delete or modify it. SAP > Sales – A/R > A/R Invoice   Choose the Customer by clicking on the Circle to the right of […]

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Applying Credit Card Payments and Closing Sales Quotations

All Web Orders go to “Sales Quotations” All Web Credit Card Payments are placed in Banking > Deposits 1. Deposit the Credit Card Payment into your Bank Account a. Banking > Deposits > Deposits b. Choose the Credit Card Tab c. Change the Deposit Date to the Date you are making the deposit to your […]

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Discount and Volume Pricing

SAP > Sales A/R > Sales Order Choose any customer Use any item and enter different volume to test the Unit Price and Discount % Randomly check various items to test Volume and Discount Pricing

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Creating and Using Purchase Order Templates

Administration > System Initialization > Document Settings > Choose the Per Document Tab > Choose the “Purchase Order” Document > Check the box for “Purchase Order Approved” > Update > Ok Create a Purchase Order as you normally would: Purchasing A/P > Purchase Order NOTE: Your making a template and you cannot update a template, […]

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