As of SAP Business One 9.0, you can record transactions of fixed assets in marketing documents. You can cancel the marketing documents with fixed assets shown in the table below. Creating these marketing documents results in the creation of fixed asset documents. Therefore, when canceling these documents, the corresponding fixed asset documents are also canceled. […]
Category: Sales A/R
Printing Multiple Documents At Once In SAP Business One
To print many AR Invoices, for different Business Partners at once follow the instructions below: Note: this process works the same for any document type needed, in our example we’re choosing an AR Invoice. 1) Choose the “Document Type” by choosing the drop down arrow (we chose: A/R Invoices) 2) Choose the Series Type 3) […]
What Is The Best Method For Changing Invoice Dates?
If you’ve accidentally put the wrong date on an invoice (or a number of invoices) the correct process in SAP Business One is to: 1) Credit Memo the invoice out 2) Re-invoice it Invoices are considered “Permanent Documents” in SAP meaning they are not changeable once created. If you put the wrong date on a […]
How To Cancel Documents With Serial Number And Batch-Managed Items
If a document contains serial number or batch-managed items, canceling the document follows the rules below: Cancel an outbound transactional document: If a serial number or batch is not yet returned, it is automatically selected for the cancellation document and you cannot deselect it. If a serial number or batch is already returned, you must […]
How To Print A Refund / Credit Check for a Customer In SAP Business One
1) Create an A/R Credit Memo for the Customer 2) Banking > Outgoing Payments > Choose the “Customer” Radio Button 3) Select the Credit Memo Entry 4) Right Click and Choose “Payment Means” (or Choose Payment Means from the Toolbar) 5) Enter the Payment Information 6) Add your payment record 7) Print Your check If […]
How To Cancel A Document With Items Stored In Bin Location
If a document contains items stored in bin location, canceling the document follows the rules below: Bin locations in the existing document are automatically selected for the cancellation document, but you can always change the bin location allocation method for regular items. For serial number or batch-managed items, you can change the bin locations only […]
How To Do A Standard Backorder In SAP Business One
You use backorder processing to track customer sales orders received for which the inventory has not yet been shipped. Normally, this occurs when the available quantity is insufficient to fill the order. The backorder process lets you check how much is missing, and once the inventory is replenished, you can ship the required quantity to […]
Managing Freight Charges In SAP Business One
SAP Business One enables you to manage freight so that you can track any additional costs in sales and purchasing transactions. Freight charges could include insurance, shipment, and other costs that apply to your goods. You can add freight in the document or row level. When you do, the total amount of the document is […]
How To Create Sales Documents In SAP Business One
1) From the SAP Business One Main Menu, choose Sales – A/R and choose one of the documents. The required document appears. 2) Enter the customer code, name, and other relevant general information. 3) On the Contents tab, select either Service or Item and enter data, as appropriate, in the remaining fields. 4) On the […]
Reporting For Canceled And Cancellation Documents In SAP Business One
In the Document Settings window, by selecting and deselecting the Display Canceled and Cancellation Marketing Documents in Reports checkbox, you can determine whether or not to report canceled and cancellation documents. However, certain reports are exempt from the setting of this checkbox: some always report canceled and cancellation documents, and the others never report canceled […]