How To View Your Open Opportinities In SAP Business One

To view your open opportunities in SAP Business One go to: Sales Opportunities > Sales Opportunities Reports > My Open Opportunities. Alternatively, generate it from the Reports module. This report displays all open sales opportunities, per sales employee, and requires no selection criteria. The report is restricted to the sales employee concerned, and users who […]

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How To View Your Won Opportunities In SAP Business One

To view your won opportunities in SAP Business One go to: Sales Opportunities > Sales Opportunities Reports > Won Opportunities Report Alternatively, open it from the Reports module. This report details information about successful sales opportunities. It displays: Days remaining until closing Number of won opportunities Total receivables Total income and number of opportunities within […]

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How To View Your Lost Opportunities In SAP Business One

To view your lost opportunities in SAP Business One go to: Sales Opportunities > Sales Opportunities Reports > Lost Opportunities Report. Alternatively, open it from the Reports module. After defining the report, you can view it in the Lost Opportunities window. Use this window to specify selection criteria for the Lost Opportunities report. Lost Opportunities […]

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How To View Your Closed Opportunities In SAP Business One

To view your closed opportunities in SAP Business One go to: Sales Opportunities > Sales Opportunities Reports > My Closed Opportunities. Alternatively, generate it from the Reports module. This report displays all closed sales opportunities, per sales employee, and requires no selection criteria. The report is restricted to the selected sales employee, and users who […]

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What Is The Dynamic Opportunity Analysis Report In SAP Business One?

This window is part of the Opportunities Pipeline report. Each sales opportunity is represented by a balloon, whose size corresponds to the size of the planned sales opportunity. Each vertical division represents a stage in the sales process. The balloons progress along the longitudinal axis according to their changing status. A balloon floats upwards/downwards to […]

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How To Delete A Sales Opportunity In SAP

Here’s how you delete a sales opportunity in SAP Business One: 1) From the Modules tab inside SAP Business One navigate to: Sales Opportunities > Sales Opportunity 2) The Sales Opportunity window will pop up. Browse to the sales opportunity you want to close. To see all available sales opportunities you can type * in […]

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How To Close A Sales Opportunity In SAP

In SAP Business One you will want to close a sales opportunity when the sales processes is finished, regardless of whethere or not that lead became a customer or not. When it’s not longer an active lead you will close it by indicating whether or not the opportunity was “won” or “lost”. The reason why […]

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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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