You use backorder processing to track customer sales orders received for which the inventory has not yet been shipped. Normally, this occurs when the available quantity is insufficient to fill the order. The backorder process lets you check how much is missing, and once the inventory is replenished, you can ship the required quantity to […]
In SAP Business One you can create A/R invoices based on existing A/R down payment invoices. This would be necessary when goods or services that were ordered are fully delivered, a partial payment was received, and now the customer should be invoiced. Here’s how: 1) From SAP Business One Main Menu, choose Sales – A/R […]
Here’s how to create an incoming payment for a specific invoice in SAP Business One: 1) Navigate to: Banking > Incoming Payments > Incoming Payments 2) In the code field of the Incoming Payments window, type an asterisk (*) and hit enter to populate the list of Business partners. Select the appropriate business partner by […]
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 […]
A request for payment before the delivery of items to a customer. A reserve invoice is used when a company is concerned about the credit worthiness of its customers.
A legally binding document issued to customers itemizing money owed for products or services rendered. This document cannot be changed or deleted once it has been saved in SAP Business One.
A transaction used for cash sales to one-time customers. The customer has to pay the full invoice amount immediately.
Inside SAP Business One we can create sales and purchasing documents with negative totals. Why would we want to do that? Say for example that a customer is making a new purchase but at the same time would like to return an item previously purchased. Instead of posting an A/R invoice and a credit memo, […]
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 […]