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Tip #55: Reopen Order or Keep it Closed?

Tip #55: Reopen Order or Keep it Closed?

by Marketing Department | Dec 2, 2022 | Blog, SAP B1 Tips

When creating the Returns document based on the delivery, it is added to the paper trail of the given deal. The Delivery is automatically closed, but what about the Sales Order? It was closed when copied to the delivery, but should it remain closed, now when the deal...
Tip #53: Need More Info? Check Row Details

Tip #53: Need More Info? Check Row Details

by Marketing Department | Nov 25, 2022 | Blog, SAP B1 Tips

To ensure that you can get more details about every line in marketing documents, SAP Business One offers you the “Row Details” functionality: Double click document line (alternatively, use the context menu, or press CTRL+L) to open the “Row...
Tip #52: Special Times Call for Special Prices

Tip #52: Special Times Call for Special Prices

by Marketing Department | Nov 25, 2022 | Blog, SAP B1 Tips

If you are selling multiple products of different categories to large variety of customers, setting the pricing for the holiday season is a significant task. To free you up during the busiest time in the year, SAP Business One enables you to set special prices using...
Tip #51: Each User Can Create & Use CFL Views

Tip #51: Each User Can Create & Use CFL Views

by Marketing Department | Nov 25, 2022 | Blog, SAP B1 Tips

With the Web Client for SAP Business One, each user can customize the “List of …” windows, and save their preferences in the “Choose from List” (CFL) window for future use. The “Views Management” functionality, enables you more than...

Tip #50: Using Microsoft 365 in The Web Client!

by Marketing Department | Nov 18, 2022 | Blog, SAP B1 Tips

From simple lists to complicated reports – we all use spread sheets.  SAP Business One has been supporting export to Microsoft Excel since forever and recently the option to export from the regular client to Microsoft 365 using OneDrive was made available as well....
Tip #49: Export Payments & Deposits as PDFs

Tip #49: Export Payments & Deposits as PDFs

by Marketing Department | Nov 18, 2022 | Blog, SAP B1 Tips

With the continues increase of PDF replacing hard copies, and the ongoing adoption of the PDF as a valid form for official documents, SAP Business One extends its PDF support to additional documents: In the Print Preferences window you can define that when adding a...
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