By running this report, you make available a comparison of quotations received from vendors, letting you find the best offer for procurement. The report highlights the favorable parameters, such as the earliest quoted date or the lowest price. In addition, you can turn any purchase quotation into a purchase order directly from the report. 1) […]
Articles Tagged: reporting
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 Use The Open Items List Report In SAP Business One
This report lets you track the status of your sales and purchasing documents. You can find the customers that still need to pay for their orders and the vendors that have not provided the items you ordered, and you can track your missing items in stock. Use the report to view the following document types: […]
How To View Your Won Opportunities In SAP Business One
To view your won opportunities in SAP Business One go to: Sales Opportunities > Sales Opportunities Reports > Won Opportunities Report Alternatively, open it from the Reports module. This report details information about successful sales opportunities. It displays: Days remaining until closing Number of won opportunities Total receivables Total income and number of opportunities within […]
How To View Your Lost Opportunities In SAP Business One
To view your lost opportunities in SAP Business One go to: Sales Opportunities > Sales Opportunities Reports > Lost Opportunities Report. Alternatively, open it from the Reports module. After defining the report, you can view it in the Lost Opportunities window. Use this window to specify selection criteria for the Lost Opportunities report. Lost Opportunities […]
How To Create A Cash Flow Report
The cash flow report for a particular period shows the accumulated amounts of cash flow line items assigned to cash relevant transactions. Step-by-step 1) From the SAP Business One Main Menu, choose Reports Financials Company Cash Flow Report – Selection Criteria . 2) Using the date bar in the Cash Flow Statement Selection Criteria window, […]
How To Configure The Cash Flow Report In SAP Business One
Use this window to specify selection criteria for the cash flow report. To open this window, choose: Financials > Financial Reports > Financial > Cash Flow Report. Alternatively, open it from the Reports module. After defining the report, you can view it in the Cash Flow Report window. Cash Flow – Configuration Options Actual Period […]
What Is The Cash Flow Report Used For In SAP Business One
This report lets you analyze your cash flow based on all revenues and expenses, for example, checks, credit cards, recurring account transactions, customer liabilities, and so on. You define the level of detail for the individual results. The report provides information about the liquidity of your business that is beyond the scope of a profit-and-loss […]
How To Use Profit And Loss Statement Revaluation In SAP Business One
Use this window to set criteria according to which the profit and loss statement is revaluated. To open the window, choose: Financials > Financials Reports > Financial > Profit and Loss Statement. In the Profit and Loss Statement – Selection Criteria window choose the Revaluation button. Alternatively, open it from the Reports module. FC Tab […]
How To Configure Profit And Loss Statements For SAP Business One
Use this window to specify selection criteria for Profit and Loss Statement reports. To open this window choose: Financials > Financial Reports > Financial > Profit and Loss Statement. Alternatively, open it from the Reports module. After defining the report, you can view it in the Profit and Loss Statement window. Profit and Loss Statement […]