How To Define Business Partner Properties In SAP Business One

You can classify your business partners by properties, which you define according to your business requirements. You assign the relevant properties when you process a master record for a business partner. Note: The properties are not mandatory; a business partner can have none, one, or up to 64 properties. You can use the properties to: […]

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How To Organize Business Partners By Groups In SAP Business One

It may be useful to classify your business partners by groups, for example, according to the sector or size of your customer. Vendors can be grouped according to their business areas or the business transactions achieved with them. You can assign a business partner to only one group. You can use the groups to do […]

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How To Define Payment Blocks In SAP Business One

If you use the payment wizard to automatically issue and create incoming and outgoing payments, there might be cases where you would want to exclude a specific business partner from the payment run. For this purpose you assign a payment block that indicates the reason for the exclusion. Use the procedure to define the payment […]

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How To Setup BP Dunning Terms In SAP Business One

Dunning terms are relevant for the automatic creation of dunning letters. To access this window, choose: Administration > Setup > Business Partners > Dunning Terms. Dunning Terms Setup Fields Letter Layout Choose an appropriate letter layout for the dunning level. For a general letter that is not related to a dunning level, choose Dunning All. […]

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How To Define Address Formats For Business Partners In SAP Business One

Use this window to define address formats for business partners. To access this window, choose: Administration > Setup > Business Partners > Address Formats. Address Formats – Setup Window Fields Name Specify a name for the address format. The name can contain up to 50 characters. Central Table Each cell in this table represents an […]

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How To Setup Business Partner Countries In SAP Business One

This window contains a list of countries, each of which links to an address format relevant for marketing documents. In it, you can also define bank account information that is valid for each country, and which the application uses to validate the bank accounts entered. To access this window, choose: Administration > Setup > Business […]

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How To Set Up Landed Costs In SAP Business One

You define the landed costs to process the costs of importing a delivery from abroad. These costs are then distributed among the items in the delivery according to the specific key that you select. To open the window, from the SAP Business One Main Menu, choose: Administration > Setup > Purchasing > Landed Costs. Landed […]

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How To Store Competitors Information In SAP Business One

Use this window to define a list of the company’s competitors. To access this window, choose: Administration > Setup > Sales Opportunities > Competitors. Name Enter the name of the competitor. Threat Level Select one of the following levels to define the threat of the competitor: Low Medium High Details Enter any additional details about […]

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How To Configure The Partners Setup Window In SAP Business One

Use this window to define partners for sales opportunities. To open this window, choose: Administration > Setup > Sales Opportunities > Partners. Name Enter the name of the partner. Relationship Type Choose the relationship type of the partner from the list. Related BP If required, link a business partner code to each partner, or choose […]

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How To Define Sales Stages In SAP Business One

Before you can add new sales opportunities, you have to define the relevant sales stages. Examples of sales stages include first and second meetings, negotiations and quotations. In the Sales Opportunity window, on the Stages tab, these stages can be arranged according to the progress of the sales opportunity. Additional sales stages can be added […]

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