The File menu is located in the main menu bar on the top of the main SAP Business One screen:
To understand the functions of the File menu of SAP Business One use the chart below:
|
Option/Shortcut |
What does it do? |
|---|---|
| Close | Closes the current window. |
| Save as Draft | Saves the document as a draft. |
| Page Setup | Lets you change the orientation of text, select paper source and size, and adjust page margins. |
| Preview | Provides a preview window displaying the open document or report based on the default layout. If the document or report has a layout created with the Crystal Reports software, version for the SAP Business One application as its default, the preview opens in Crystal Reports Viewer. |
| Preview Layouts | Opens the Choose Layout window, displaying both Crystal Reports and PLD layouts. You can select a layout other than the default layout to view the open document or report. If you select a layout created with the Crystal Reports software, the document or report is displayed in Crystal Reports Viewer. |
| Print (Ctrl + P) | Opens the standard Microsoft Windows Print window. |
| Select Layout and Print | Opens the Choose Layout window, displaying both PLD (standard SAP Business One) layouts and layouts created with the Crystal Reports software. Select a layout, choose the OK button, and the standard Microsoft Windows Print window opens.
NOTE: When you select this option, no print preview appears.
|
| Print Sequence | Opens the Print Sequence window. Select a print sequence that you want to apply to the open document or report, and choose the Print button. |
| Send | Sends messages, e-mails, SMS messages, and faxes directly from SAP Business One.
NOTE: You can send e-mails from SAP Business One only if the mailer service is installed. For more information, see the Administrator’s Guide, which you can access from the menu bar by choosing > Help > Welcome Screen >Additional Documents |
| Export | Exports data to the defined applications or XML, and converts layouts to PDF, text, unformatted text, or image. |
| Launch Application | Starts an application from SAP Business One. |
| Lock Screen | Prevents access to your active screen when you are not at your workstation.To unlock your session, enter your user name and password. |
| Exit (Ctrl + Q) | Closes the SAP Business One application. |