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 […]

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How To Make User Form Settings Save In SAP Business One

In order to make a user’s form setting save, you’ll need to change the user’s password. Here’s how: 1) Change the user’s password 2) Exit out of SAP (File > Exit) 3) Log back in 4) Change the Form Settings 5) Exit out of SAP (File > Exit) 6) Log back in 7) Check Form […]

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Printing In SAP Business One

In SAP Business One, you can set printing preferences and print documents, bank checks, and reports. Setting Printing Preferences Note: In SAP Business One, only superusers and authorized regular users can change printing settings. You can set printing preferences in the following windows: Print Preferences window See also Print Preferences: General Tab or Print Preferences: […]

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How To Use The My Menu Tab In SAP Business One

Use the My Menu tab in the Main Menu to customize a personal menu to include windows, menu options, and queries you use most frequently. Your personalized menu does not affect the menus of other SAP Business One users. Adding a Window to the Personalized Menu 1) Open the window you want to add to […]

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How To Adjust Graph Settings In SAP Business One

Use the setting parameters in this window to define the appearance of graphs. To access the window, create a report whose data you want to display in a graph, and click: To display the Graph Settings window, choose Settings. Preferences for Graph Fields Graph Type Select a suitable graph type. Note: You can create a […]

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How To Customize A Cockpit In SAP Business One

To customize a cockpit, do the following, as needed: 1) Arrange the necessary widgets. Select the widgets you want to work with and define the widgets according to your needs. For more information, see Adding and Setting Up Your Widgets. 2) Adjust the navigation panel. To adjust the width of the navigation panel, drag the […]

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How To Disable The Cockpit In SAP Business One

If you want to use the traditional SAP Business One user interface, you can disable the cockpit. There are two levels at which you can do so: 1) Disabling the cockpit at company level. An authorized user, such as a system administrator can disable the cockpit for the whole company. This prevents all the users […]

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How To Enable The Cockpit And Dashboard In SAP Business One

Note: To enable the cockpit at company level, you must have adequate user authorization.   Enabling the Cockpit at Company Level   1) From the SAP Business One Main Menu, choose: Administration > System Initialization > General Settings > and choose the Cockpit tab. 2) On the Cockpit tab, select the Enable Cockpit at Company Level […]

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How To Create Shortcuts In SAP Business One

If you’d like to create a new custom shortcut in SAP Business One here’s how: 1) In the top menu-bar of the SAP B1 application, navigate to: Tools > My Shortcuts > Customize 2) Select what you would like your Shortcut hotkey to be. In this example we use Shortcut F5 for a Sales Order. […]

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