How To Generate The Serial Number Transactions Report In SAP Business One

The serial number transactions report displays all transactions made for each serial number-managed item currently in the system and those that have been released in the past. Step-by-Step Instructions 1) Choose: Inventory > Inventory Reports > Serial Number Transactions Report. The Serial Number Transactions Report – Selection Criteria window appears. Note: After generating inventory receipt […]

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How To Set The Document Drafts Selection Criteria

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. Document Drafts Fields User Select the user […]

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How To Automatically Create Contracts In SAP Business One

Automatic creation of contracts is relevant for companies that service items according to item serial numbers. A contract is created automatically when a corresponding delivery or A/R invoice document is created for the item or items. Required You have created a warranty template for items with serial number management. Here’s how: 1) From the SAP […]

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How To Setup The Item Master Data: Purchasing Tab in SAP Business One

On this tab, enter the purchase-related information for an item. Note: This topic documents fields and other elements in this window that either are not self-explanatory or require additional information. Preferred Vendor Enter the preferred vendor for the item, or select a vendor from the list. Each time SAP Business One creates a recommendation, it […]

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How To Setup The Item Master Data: General Tab in SAP Business One

On this tab, you define the additional general information for the item. Do Not Apply Discount Groups Defines whether the item is submitted for discount definitions. If you select the checkbox, the discount groups defined for this item are considered in the item’s document line; otherwise, they are not. Note: The discount in the document’s […]

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

On this tab, you make settings that are related to items, planning, and reporting. Items – Use this subtab to define:  The management method for serial numbers and batches  The default warehouse  The inventory G/L method Planning Use this subtab to enter MRP-related information. You can define whether sales orders consume the sales forecast, or […]

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How To Manage Document Drafts In SAP Business One

In SAP Business One, you can save most documents as drafts. This lets you change and process them before adding them to the database as regular documents. This may be required because a document is only partially filled out and it will be completed later. Or perhaps someone knows how to fill out one part […]

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