How To Setup The General Settings: Business Partners Tab in SAP Business One

Use this tab to specify the default settings for the business partners defined in your company; set activity restrictions for your customers; and enable document generation authorizations. To access this tab, choose: Administration > System Initialization > General Settings > BP. BP Tab Customer Activity Restrictions You can restrict the creation of sales documents for […]

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How To Configure The Authorizations Window In SAP Business One

Use the Authorizations window to assign permissions to each user. Superusers have full permissions that cannot be altered. Regular users can have full or partial permissions, for each module and sub-module. To access the Authorizations window, choose: Administration > System Initialization > Authorizations. Note: You have defined your users as either regular or superusers. Authorizations […]

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How To Define Authorizations In SAP Business One

Authorizations are defined per user. Each user can have the same permissions throughout the system, or can have different permissions per module and sub module. Note that permissions for super users cannot be modified. The following options are available for defining the various authorizations for a user: Full Authorization: the user is able to display […]

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How To Use The Additional Authorization Creator Window In SAP Business One

Use this window to create and add a new permissions object for user-created forms. Authorization ID, Name Specify unique ID and name for the additional authorization. Option Sets permission options for the new authorization: Full/Read/None Full/None Item Indicates if the authorization is of Item type or Form type Permissions set to a form apply to […]

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How To Track Changes In Authorizations In SAP Business One

All the changes in authorizations that were made in any category and by any user can be tracked. These include a detailed list of the changes, who made them and when they were made. In addition, the Authorization window as it was on a specific date, or after a specific update can be displayed. Before […]

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How To Lock Posting Periods In SAP Business One

The following procedure explains how to lock a posting period and thus prevent the future submission of any updates in that period. You perform this task after you have completed the year-end closing process. Requirements In the Authorizations window, the Change Period Status authorization under: Administration > System Initialization > Posting Period > has been […]

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How To Modify Posting Periods In SAP Business One

The following procedure shows how to edit the posting period’s name, date ranges, active and locked fields in existing posting periods. Here’s how: 1) In the SAP Business One Main Menu, choose > Administration > System Initialization > Posting Periods. 2) Click Link Arrow next to the posting period you want to edit. The Posting […]

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How To Use The Posting Period Window In SAP Business One

The following table describes the fields that appear in the Posting Period window. To open the window, choose: Administration > System Initialization > Posting Periods > New Period. Posting Period Period Code Specify a code for the posting period. The code can be up to 20 characters. Period Name Specify a name for the posting […]

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How To Configure The Posting Periods Window In SAP Business One

The following table describes the fields that appear in the Posting Periods window. To display this window choose: Administration > System Initializations > Posting Periods. Posting Periods Period Code The period code as defined in the Posting Period window. To display further details of this posting period, click Link Arrow (Link Arrow). Period Name The […]

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How To Setup The General Settings: Pricing Tab in SAP Business One

Use this tab to specify settings for different aspects of the prices defined in your company, set whether inactive price lists are displayed, and enable removing items with no price from the database. To access this tab, from the SAP Business One Main Menu, choose: Administration > System Initialization > General Settings > Pricing tab. […]

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