How To Setup Document Numbering In SAP Business One

In this window, you can make some basic changes to the default series of each document. Through this window, you can access the relevant series setup window for each type of master data or document to create new series or change existing series. To access this window, choose: Administration > System Initialization > Document Numbering. […]

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How Setup Additional Numbering Series For Documents In SAP Business One

In SAP Business One, master data and documents are numbered in series. You can add new series when required. You cannot define overlapping series for one type of master data or document. This prevents the creation of two business partners, items, or documents with the same serial number. Note: For a numbering series, by defining […]

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How Document Numbering Works In SAP Business One

When creating a business partner, item, or document in SAP Business One, a number is assigned to each business partner, item, or document. This number is used as a reference and can be used as a selection criterion in various reports. Each company has its own numbering method and rules. The document numbering function lets […]

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How To Use The Filter Table Window In SAP Business One

The Filter Table window lets you set rules to retrieve specific results for data in a document or report. To open this window, open the document or report and choose Filter Table. Filter Fields Field Displays the fields of the selected report or document, for example, G/L Accounts and Business Partners. Filter Rules Select the […]

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How To Use The Document Drafts Selection Criteria In SAP Business One

Use this window to specify selection criteria for displaying document drafts. To access the window, choose one of the following: Sales – A/R > Sales Reports > Document Drafts Report Purchasing – A/P > Purchasing Reports > Document Drafts Report. Inventory > Inventory Reports > Document Drafts Report. Selection Criteria Fields User Select the user […]

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How To Turn A Draft Document Into A Regular Document

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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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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