Use this window to define a letter format for each dunning level in your company. There are three default letter formats that you can adapt to your company standards using the Crystal Reports software version for the SAP Business One application and the Print Layout Designer tool. To activate the Dunning Levels – Setup window, […]
Articles Tagged: business partners
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: […]
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 […]
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 […]
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. […]
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 […]
How To Change the Business Partner Control Account In Journal Entries
Whenever a journal entry is posted to a business partner, it is also automatically posted to a control account defined for the business partner. This enables SAP Business One to reflect in the accounting system and the financial reports all business activities carried on with business partners. The control account to which a journal entry […]
How To Add Business Partners In The SAP Business One Mobile App
1) On the Modules tab, tap Business Partners. The Business Partners page appears. 2) Tap . The Add BP page appears. 3) Specify the information and tap Save.
How To Filter Business Partners In The SAP Business One Mobile App
You can filter the list of business partners in the Business Partners module according to business partner types. Tap a filter to view list of business partners of the respective type: Lead – applied by default. Displays list of business partners of type Lead. Customer or Vendor – to display only business partners of type […]
What is the Business Partner Master Data File?
The Business Partner Master Data File (or Master Business Partner Data File) is the central location inside SAP Business One where ALL information pertaining to a customer is stored and can be quickly accessed. To access the Business Partner Master Data File inside SAP Business One, within the modules menu navigate to: Business Partners > […]