Blogs
Tip #26: Update Prices in Recurring Transactions
If you are working with recurring transactions based on draft documents, and facing price changes - SAP Business One has your back! All you have to do is to make sure your price lists are up to date and select this checkbox for the relevant templates: When the...
Tip #25: Refreshing News about Refresh Record
In SAP Business One, the "Refresh Record" button allows us to quickly view the up-to-date data and numbers in records and reports: And now, it becomes even more convenient to refresh data – if you prefer working with keyboard rather than mouse, new key combination is...
Tip #24: Launch The Web Client in MS Teams
If your company uses Microsoft Teams, SAP Business One allows you to launch and use the Web Client within Microsoft Teams. This enables users to collaborate through chats and manage their work conveniently without changing systems. Detailed setup information is...
Tip #23: Show Price After Disc? It’s Up to You
SAP Business One introduces authorizations for defining which user can view the price after discount in the Inventory Posting List. For greater flexibility, there is a separate authorization for Purchasing, Sales, and Inventory documents. In the following example, the...
Tip #22: Update Your Project via Gantt Chart
You can now use the Gantt Chart in SAP Business One to help you to manage projects by visualizing the different stages, timelines and progress of projects and subprojects. You have to move the time bars of subprojects and project stages to update project timelines for...
Tip #21: Time Sheet? Fill it in the Web Client!
Under “Human Resources”, the “Create Time Sheet” app enables users to record the time spent by users, employees, or external personnel: The “Manage Time Sheets” app gives each user the flexibility to review and manage their time sheets. At the same time, authorized...
Tip #20: Attachment Handling Moves Forward
To align with the naming convention used in your business and to allow more flexibility and reduce potential errors, SAP Business One introduces the “Do Not Overwrite Attachments with the Same File Name” settings: Simply select the option to upload an attachment file...
Tip #19: Share it from the Web Client
To improve your work efficiency and productivity, SAP Business One has added the options “Export to Word” and “Send by Email” to the “Share” menu in sales documents. Clicking the “Export to Word” option exports the document to Microsoft OneDrive as Word file using the...
Tip #18: Query Manager is Capable for More
SAP Business One introduces an enhanced context menu for the Query Manager, where users can edit and rename data conveniently. The option “Edit” allows users to access directly to the query statement and edit it without having to generate the query first. Clicking...
Tip #17: Purchase Report Has News
Reports serve as an excellent tool for making decisions and taking action. A new enhancement has been made to "Purchase Request Report”, where new columns – “G/L Account” and “G/L Account Name” are added to display essential and updated information. The “G/L Account”...
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