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. […]
Articles Tagged: documents
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 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 […]
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 […]
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 […]
How To Use The Series Document Setup Window In SAP Business One
In this window, you can create a new series, define the series numbering range, and define the strings, if required. In addition, for master data, you can link a series to a group, define the length of each number within the series, or make it unavailable; for documents, you can link a series to a […]
How To Set A Rounding Method In SAP Business One
It is common to round amounts and prices in payments and marketing documents. SAP Business One enables you to select a rounding method to be used when rounding is required. Note: It is possible to change the rounding method any time during the work in SAP Business One. To do so, choose: Administration > System […]
How To Use The Document Settings Window In SAP Business One
Use this window to define the default setting for sales and purchasing documents in SAP Business One. The window consists of two tabs, General and Per Document. To access this window from the SAP Business One Main Menu, choose: Administration > System Initialization > Document Settings. Document Settings Tabs General Use to define general information […]
How To Use The Check Document Numbering Window In SAP Business One
In this window, you can search for duplicated and missing numbers in numbering series of documents and master data. The Document Serial Numbering Lists window displays the results. Note: For the Manual series, a check for missing numbers is not performed. To access this window, choose: Administration > Utilities > Check Document Numbering. Check Document […]
How To Change Document Names In SAP Business One
If the names defined in the application do not correspond to your company’s terminology, you can assign your own names to documents. You can change document names even if documents have already been entered in the system. Note: Changing the menu name of a document is possible only if the Permit More than One Document […]