To create new folders in the SAP Business One Main Menu you can use the Menu Structure window. In these new folders, you can save reports created with Crystal Reports for SAP Business One. System folders cannot be renamed, deleted, or relocated. To access this window, choose: Administration > System Initialization > Menu Structure. Menu […]
Articles Tagged: menu
Useful Shortcut Keys In Payment Documents In SAP Business One
Use the following shortcut keys in incoming and outgoing payments. Function Menu Command Shortcut Key Display the Payment Means window Goto > Payment Means… Ctrl + Y Generate the Transaction Journal report Goto > Transaction Journal… Ctrl + J Position the cursor in the Business Partner Code field Goto > Business Partner Code Ctrl + […]
Tools Menu
The Tools menu in SAP Business One contains a variety of commands that are either active or inactive, depending on the currently open window. Tools Menu Options: Menu Options Description / Activity Layout Designer Lets you assign layouts or printing sequences for printing. The option is available when most document types or reports are active. […]
Common Icons In SAP Business One
An icon is an image representation of a command for a particular operation or action. The following table describes the most commonly used icons in SAP Business One. Icon Description (Choose From List) Use to search for values and criteria, for example, a business partner or an item. Use to select one condition, option, or […]
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 […]
How To Apply A Filter To a Drag And Relate Report In SAP Business One
1) From the Drag & Relate report, left-click a value in any of the columns until a black rectangle appears, drag it to the Filter Table icon and release the mouse button. The Filter Table window appears, in which the first filter criterion is already specified. If you want to narrow your search down further, […]
How To Use The Drag And Relate Menu In SAP Business One
Use Drag & Relate to quickly produce reports and access information in SAP Business One. You drag master data or system setup data, for example, business partner master data, item groups, accounts or payment terms, and relate it to business process information, for example A/R invoices, deliveries, purchase orders, or service calls. Here’s how: 1) […]
How To Customize The Display Of The Status Bar In SAP Business One
You can display user-specific information in the status bar. For example, while processing transactions for a certain vendor, place the name and the telephone number of the contact person in the status bar. The next time you open that window, the relevant fields appear in the status bar. Dragging Information to the Status Bar 1) […]
How To Use The Modules Menu In SAP Business One
The Modules menu contains a list of all modules with their related options. The menu options: Are arranged in the same order as the menus in the Main Menu Cannot be modified May be inactive for unauthorized users View descriptions and screenshots of each Module Menu.
How To Use The My Menu Tab In SAP Business One
You can increase your navigation efficiency by using the My Menu and creating user-defined keyboard shortcuts for one-step access to frequently opened documents. For example, if you work in purchasing and are responsible for issuing purchase orders and updating business partner master data, save the Purchase Order and Business Partner Master Data window in your […]