How To Configure The Period-End Closing Window In SAP Business One

Use this window to display the Period-End Closing report according to your selected criteria. Period-End Closing Window For Closing Period Displays the period category selected in the Period-End Closing – Selection Criteria window. From, To Displays the period range selected in the Period-End Closing – Selection Criteria window. Ref.1, Ref.2 Enter required references for the […]

Read More

How To Define The Period-End Closing

Use this procedure to: Create postings in the accounting system when a fiscal year or posting period ends Transfer previous G/L account balances from one fiscal year or period to another, for accounts defined as assets, liabilities, or equity Here’s how: 1) From the SAP Business One Main Menu, choose: Administration > Utilities > Period-End […]

Read More

How To Use The Period-End Closing Settings Window

Use this window to define settings for displaying period-end closing transaction information. To open this window choose Settings in the Period-End Closing – Selection Criteria window. Period-End Closing Settings Window Ref.1, Ref.2 Specify appropriate references for the journal entries, to be used as defaults in each period-end closing posting. Due Date, Document Date Specify appropriate […]

Read More

How To Link A Territory And Specific Technician To A Customer

To ensure that a specific technician is always assigned by default to service calls for a customer, you can link a specific technician and a territory to a customer. Here’s how: 1) From the SAP Business One Main Menu, choose: Business Partners > Business Partner Master Data > and select the General tab. 2) Select […]

Read More

How To Automatically Create Contracts In SAP Business One

Automatic creation of contracts is relevant for companies that service items according to item serial numbers. A contract is created automatically when a corresponding delivery or A/R invoice document is created for the item or items. Required You have created a warranty template for items with serial number management. Here’s how: 1) From the SAP […]

Read More

How To Setup Queries For Service Calls In SAP Business One

You use queues to handle your service calls more efficiently. You can assign each service call to the relevant consultant, department, or sales employee who can best handle the service call. You can also specify a manager for the queue and include a list of members. Note: Queues that are not linked to service calls […]

Read More

How To Add / Update / Duplicate Service Contract Templates In SAP Business One

You define service contracts between your company and its customers. The contracts include items managed by serial numbers that the company supports, daily service hours, and even an obligatory resolution time for solving customer problems. The contract template enables you to work with several basic contracts at one time and simplifies the creation of service […]

Read More

How To Use The Banks – Setup Window In SAP Business One

In the Banks – Setup window, you define the banks with which your company works. To open this window, choose: Administration > Setup > Banking > Banks. Banks – Setup Window Fields Country Code Specify a country code to indicate the country in which the bank account is located. Bank Code, Bank Name Specify the […]

Read More

How To Setup Dunning Levels In SAP Business One

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, […]

Read More