1) Open Excel on your machine by going to: Start > All Programs > Microsoft Office > Microsoft Office Excel 2007 2) Click the office symbol on the top left. Then click to Excel Options. 3) Click on Trust Center, then Trust Center Settings. 4) Click on Macro Settings and the radio button to “Enable […]
Category: Administration
What Operating Systems Does SAP Business One Run On?
Below is a document which explains which operating system support SAP Business One. SAP Business One Supported Operating Systems
How To Add An Auto Signature To SAP Business One Emails
1) Navigate to Administration > System Initialization > E-Mail Settings 2) You will get this screen. Select which signature should be used by the company, edit the text in the signature, and click update. It is currently set to the common signature.
SAP Business One Custom Dashboards
Our SAP Business One developers can create custom dashboards for you that make data quick and easy to see in your SAP B1 cockpit. Nearly any data that you’d like to see at a glance and in a graphical layout can be turned into a dashboard. Below are some examples of custom dashboard widgets we’ve […]
How To View/Manage Messages And Alerts In SAP Business One
As an authorizer you can view messages from originators regarding draft documents that require approval. In addition, you can: View draft documents. Approve or reject draft documents. Save drafts as regular documents. As an originator you can view messages from authorizers regarding the status of your draft documents. The information is updated […]
How To Update Approval Templates In SAP Business One
As an authorizer (manager/senior member) you can modify approval templates, but the stages of an approval template cannot be deleted once documents are created using that approval template. For example, you can modify to which document the approval template applies. Here’s how: 1) Choose: Administration > Approval Procedures > Approval Templates. The window is opened […]
How To Create Approval Templates
As an authorizer you can create several approval templates that specify the various approval procedures for the company, to which users the approval procedures apply, and to which transactions. For example, approval procedures can be defined with different terms for different originators. An approval procedure can be triggered for the credit limit for some originators […]
How To Update Approval Stages In SAP Business One
As an authorizer you can modify approval stages, for example, by adding additional authorizers. Note: You cannot remove a stage that is part of an approval template once a document is created using that approval template. You can remove a stage that has not been added to a template, or remove a template that has […]
How To Create Approval Stages In SAP Business One
As an authorizer (manager/senior member) you can create an approval stage that can be assigned to one or more approval procedure templates, including which users may approve specific transactions and how many authorizers are required. You can assign an approval stage to one or more approval procedure templates. Procedure 1) If approval stages have not […]
How To Use The Reconciliations Fail To Pass Revalidation Window In SAP Business One
After you revalidate the manual internal reconciliations that match the selection criteria you defined, this window displays the reconciliations that fail to pass the new validation. This window is divided into two sections: Reconciliation History – lists the reconciliations that fail to pass the new validation. Reconciliation Details – lists the transactions associated with the […]