Use this tab to define which checks and procedures are started automatically when you log on to SAP Business One or begin working with the data.

To access this tab, from the SAP Business One Main Menu, choose: Administration > System Initialization > General Settings > Services tab.

Services Tab Fields

At the Beginning of Each Session
Data checks and actions specified under this heading are carried out each time the user logs on to this company.

Perform Data Check
SAP Business One performs a brief data check during each logon and generates an appropriate message if any inconsistencies are detected.
We recommend selecting this setting because it activates an automatic, regular check of the database tables.
This setting is updated per user.

Open Exchange Rates Table
Opens the exchange rate table at logon.
If you manage transactions in a foreign currency in SAP Business One, you require up-to-date exchange rates at all times.
If an exchange rate has not been defined, SAP Business One automatically opens the window with the exchange rate table whenever a transaction is entered in the corresponding foreign currency. You can then specify the exchange rate. However, if the current exchange rates are already present, it provides a more efficient workflow.
This setting is updated per user.

Display Recurring Postings on Execution
Displays at logon:

  • All recurring postings for processing on today’s date. You can process the postings directly from this window.
  • An appropriate message, if there are no postings for processing today

This setting is updated per user.

Display Recurring Transactions on Execution
Displays at logon all recurring transactions for processing on today’s date. You can process the transactions directly from this window.
This setting is updated per user.

Send Alert for Activities Scheduled for Today
At logon, SAP Business One automatically sends you a message listing all activities scheduled for today. You can process activities directly from the message.
This setting is updated per user.

Display Inbox When New Message Arrives
Opens your Messages/Alert Overview window whenever a new message arrives.
This setting is updated per user.

Open Window for Credit Voucher Ref. Update
At logon, the appropriate window for credit vouchers opens automatically.

  • You can update the references from this window.
  • You have to specify, in days, the planning interval for the due date of the vouchers.

This setting is updated per user.

Open Postdated Checks Window
At logon, SAP Business One automatically opens a window displaying postdated checks for which the due date has passed. This ensures the processing of all checks that can be deposited today. You can deposit the checks directly from this window.
This setting is updated per user.

Update Messages (Min.)
Enter an editable value, in minutes (default = 5), to define how often the application checks your inbox for updates.
A new messages opens the Messages/Alert Overview window.
This setting is updated per user.

Screen Locking Time (Min.)
Define the length of idle time, in minutes, after which, for security reasons, SAP Business One locks itself. To unlock the screen, you need a valid user name and password.
This setting is updated per user.

Open Postdated Credit Vouchers Window
Select whether and how the window for postdated credit vouchers automatically opens at logon. You can deposit the vouchers from this window.
From the drop-down list select:

  • Always – To always open the window for postdated credit vouchers at logon
  • No – To prevent the window from opening at logon
  • By Date – To open the window on certain dates
  • In the fields Day 1 and Day 2, enter the days of the month on which you want the window to open.

This setting is updated per user.

Internet Definitions
Use the fields under this title to enter information on your internet connection.

Use Proxy Server for Web Connection
Select to access the World Wide Web (Internet) from within SAP Business One, using a proxy server. After selection, additional fields are displayed for entering the IP address of the server and a port for the connection.
This function:

  • Is used to import the exchange rates table from the Internet
  • Is not supported in all localizations

This setting is updated per company, for all users.

Telephone
To place calls directly through SAP Business One if a phone system or modem is installed on your computer or in your network, in these fields specify the area code and the number to dial for an outside line.

History / Log
Sets the number of records to be saved in the log file.
The log file saves the history of changes made in master records (items, business partners, and G/L accounts), documents, and other windows in SAP Business One. This setting is updated per company, for all users.
To view the history log for a certain window, from the menu bar choose   Tools  Change Log  .

Map Service
Use this dropdown menu to select an existing map service or define new map services:

  • Existing map services are displayed in the dropdown list. You can select from the list the map service you want to use.
  • To define a new map service, choose Define New