Friday, 14 July 2017
Friday, 16 June 2017
SAP Business One 9.2 Top Fixes in PL 08
- Choice of any G/L Account for the Sales Credit Account supported.
- AnalysisGrouping by Blanket Agreement in Sales/Purchasing .
- EnhancementsBlanket Agreement .
- UDF on Landed Cost document.
- Live Collaboration Updates
For Remaining Poits of SAP B1 HANA Please Download PDF file given from below link ...
Monday, 12 June 2017
SAP BUSINESS ONE: SQL Server Reporting Services(SSRS) Step by Ste...
SAP BUSINESS ONE:
SQL Server Reporting Services(SSRS) Step by Ste...: SQL Server Reporting Services(SSRS) Step by Step configuration doc file Link ... https://www.facebook.com/SAPB1solution https://dri...
SQL Server Reporting Services(SSRS) Step by Ste...: SQL Server Reporting Services(SSRS) Step by Step configuration doc file Link ... https://www.facebook.com/SAPB1solution https://dri...
Friday, 30 September 2016
SAP Business One Up gradation Strategy
SAP
Business One 9.0 sets the record for most features and updates released in a
single upgrade. The upgrade takes advantage of the latest technologies,
software and trends, keeping it at the fore-front of the ERP industry. But, for
many businesses, adapting to new technologies, software and trends is often a
daunting task and comes with many challenges. To help make the upgrade process
as seamless as possible, Vision33 has put together 10 must know upgrade
implications for SAP Business One 9.0 that you should consider before moving
forward.
Pleas Go Through below doc ..
Sunday, 11 September 2016
Monday, 5 September 2016
https://www.facebook.com/SAPB1solution/posts/318946458454703
Welcome to the topic on Enhancements in Sending E-Mail in release 9.1
1
After completing this topic, you will be able to:
Outline the enhancements in sending E-Mail in version 9.1.
Define the settings for E-Mail sending.
Send mail automatically when adding a document.
E-mail multiple documents to multiple recipients and e-mail aging
report specific information to multiple business partners.
• In version 9.1 you can automatically create and send PDFs by mail when
adding a document.
• You can define a company default on whether to use SBO Mailer or
Microsoft Outlook.
• You can also assign e-mail groups to business partners to be used as
distribution lists.
• As a result you will be able to e-mail multiple documents to multiple
recipients, all in one go.
• And from the aging report, e-mail each customer their own specific aging
information.
• In summary, you improve the flow of documents between the company
and its customers, vendors and leads.
3
First, let us discuss the methods for sending mails.
4
• In previous versions you could use the SBO Mailer when sending mails
from SAP Business One. When this is used, the SBO Mailer service must be
configured and started in the SAP Business One Service Manager.
• Starting at release 9.1, you can also use Microsoft Outlook when sending
mails automatically.
• For this option, you only need to have MS Outlook installed in your
working station.
5
• You can now define a company default on whether to use the SBO
Mailer or Microsoft Outlook when sending mails automatically.
• This is done on the Services tab of the General Settings.
• The first option E-mail sets SBO Mailer as the default.
• The second option sets MS Outlook as the default.
• Note that a user has the ability to change the mailing method for single mail
sending.
• Also note that the document will be attached as a PDF file to the mail.
Therefore, ensure to define the Attachments folder under the Path tab.
6
Next, let us discuss the option to automatically create and send PDFs by mail
when adding a document.
7
• Here is a business example:
• OEC Computers set environment saving as one of their objectives for the
coming year. Therefore, they use e-mail to send documents electronically to
customers and vendors.
• To streamline this process further, they want the system to automatically
send the e-mail when a document is added.
• Jean, the sales manager, wants to use this option for the sales quotations
her department creates
• In the Print Preferences window, you can now define for each document type
whether to:
• Automatically export it to PDF and/ or
• Send it by mail when adding a document. The document will be attached as a PDF
file to the mail.
• Use the menu path shown on the graphic. Choose the document type and
check the relevant boxes.
• In the example shown Jean, the sales manager of OEC Computers, decided
that she wants to automatically create and send PDFs by mail when adding a
sales quotation.
• The mail will be automatically sent to the E-Mail address defined for the
document contact person.
9
• When you define the print preferences for a document type, you can also
define default text for the automatic e-mail subject and body.
• Use the Insert Predefined Texts button to copy text that is already defined in the
system.
• For the sales quotation, Jean entered default text in the E-Mail Subject and the
E-Mail Body fields.
10
• Let us see what happens when adding a document.
• If the company default is the SBO mailer, then when adding the document, the
system populates a message asking if you want to attach an edited report to
the E-Mail.
• When choosing Yes, the Send Message window appears with the details of the
contact person defined in the document
• In the Text tab you can see the default text that Jean entered in the E-Mail
Subject and the E-Mail Body fields (in the Print Preferences window). You can
change this text.
• The sales quotation document you have just added appears under the Data tab
and the created PDF file to be sent in the mail appears under the Attachments
tab.
• Choose the Send button to send the mail.
11
• If the company default is the Outlook E-Mail, then when adding the document, a
mail window opens with the contact person mail in the To field.
• The default text that Jean entered appears in the E-Mail Subject and the E-Mail
Body fields.
• And the document is attached as a PDF file to the mail.
• Choose the Send button to send the mail.
12
Next, I will show you the option for e-mail documents in a Bundle. That is, e-mail
multiple documents to multiple recipients, all in one go.
In addition, we will see the option of sending several customers their aging
report.
13
• Here is another business example:
• Recently, OEC Computers introduced their new products to prospects
and existing customers at an industry conference.
• Jean, the sales manager, created sales quotations to customers and
leads who approached her during the conference. Now, she is looking for
a way to mail these quotations in one go.
• She also wants to address the relevant person in the business partner
organization.
• When using the option to automatically e-mail a document, the mail is
sent to the mailing address defined for the contact person in the
document.
• You can now define E-Mail Groups to specify the recipients within the
business partner organization that will receive the e-mail. The e-mail
group then acts as a distribution list; for example, to send various A/R
Invoices created for different customers to their respective accountants.
• You do that by assigning an E-Mail group to given contact person in the
business partner master data record to be used as a distribution list.
• This way, whenever documents are sent via e-mail to the selected e-mail
group, this contact person receives the document produced for his
company.
• In the example shown OEC Computers has defined three e-mail groups
to be assigned to contact persons:
• One for the warehouse manager.
• Another for the Chief Information Officer.
• And the last one for the company accountant.
• Most likely that sales quotations will be sent to the chief information
officer, deliveries to the warehouse manager and A/R invoices to the
accountant.
15
• After you have defined e-mail groups, you select a contact person in the
Business Partner Master Data window, and assign this person to an e-mail
group.
• You can define new e-mail groups from here by choosing the Define New
option.
16
• In order to send a batch of documents, for example sales quotations
created for different customers, to the respective contact persons of
these customers, use the document printing window:
• After generating the list of the documents you wish to send by E-Mail,
sales quotations in our example, select the documents by clicking the
first record and then choose the other records with Control or Shift.
• From the File menu choose Send, and then either E-Mail or Outlook EMail.
• Note that the selection of multiple documents requires Crystal Reports
Layout. The PLD layout supports mailing a single document only.
17
• After you have selected the documents to be printed, The E-Mail Options
window appears.
• First, you define how to send the selected documents. You can choose
whether to use an E-Mail group or not.
• Select the Use E-Mail Group box and specify the required group to email
the documents to the contact persons associated with the selected EMail
group.
• If you clear this box, the selected documents will be sent to the E-mail
address of the contact person defined in the document. If there is no
contact person in the document, then the E-Mail address defined for the
business partner master data under the General tab will be selected.
• You can change the default contact person and the email address in the
next window.
18
• After approving the E-Mail Options window, the E-Mail window appears
for the document type, listing the selected documents.
• The name of the contact person and its E-Mail address appear depending on
the selection you did in the previous window. If an E-Mail group was selected
then the details of the contact person associated with the selected E-mail group
appear.
• If the selected E-mail group does not contain a contact person who is
associated with the respective business partners, no name or E-Mail address
will appear.
• You can update the name and the E-mail address manually if required.
• The E-Mail column is selected by default. If you want to cancel sending a
certain document, deselect this option.
• In the Subject and Body columns the text inserted for the given document type
in the Print Preferences window appears. To edit the text, double-click the field
in the required line. A text editor appears, enables you to add and edit text, or
insert any existing predefined text.
• Finally, choose Send.
• As a result, the document will be mailed to each contact person defined
in this window, and therefore to each company.
19
• After generating the aging report, either for customers or for vendors,
you can now e-mail the respective aging data to the relevant business
partners.
20
• Similarly to the document option, you can define default text for the automatic
mail subject and body.
• Use the menu path shown on the graphic.
• In the slide example, the finance department manager has entered
default text in the E-Mail Subject and the E-Mail Body fields.
21
• After generating the aging report, for customers in our example, choose the
business partners you wish to E-Mail their aging data.
• From the File menu choose Send, and then either E-Mail or Outlook E-Mail.
22
• Similarly to the sending multiple documents to multiple E-Mail recipients
options, in the E-Mail Options window define whether to use an E-Mail
group or not.
• After approving the E-Mail Options window, the E-Mail Aging window
appears, listing the selected business partners.
• The name of the contact person and its E-Mail address appear:
• If an E-Mail group was selected then the details of the contact person
associated with the selected E-mail group appear.
• Otherwise, the E-Mail address defined for the business partner master
data under the General tab appears.
• You can change the name and the E-mail address manually if required.
• Note that the PDF files with the aging data to be sent are already created
and you can view them. Follow the details in the Source Path and the
File Name columns.
• Finally, choose Send.
• As a result, each contact person defined in this window will receive the
aging data relevant for his company.
23
In version 9.1 you can automatically create and send PDF files by mail
when adding documents.
You can define a company default on whether to use SBO Mailer or
Microsoft Outlook.
You can also define default text for the automatic mail subject and body.
By assigning E-Mail groups to given contact person in the business
partner master data record you create distribution lists to e-mail multiple
documents to multiple recipients, all in one go.
This way, whenever documents are sent via e-mail to the selected E-Mail
group, this contact person receives the document produced for his
company.
With the e-mail groups you can also send to several customers their
aging report specific information
You can review the PDF files to be sent before sending them.
For more detail plz download PDF file ...
https://drive.google.com/open?id=0BwzVxBnq8y3qOFZPVENscEVXZ2M
Welcome to the topic on Enhancements in Sending E-Mail in release 9.1
1
After completing this topic, you will be able to:
Outline the enhancements in sending E-Mail in version 9.1.
Define the settings for E-Mail sending.
Send mail automatically when adding a document.
E-mail multiple documents to multiple recipients and e-mail aging
report specific information to multiple business partners.
• In version 9.1 you can automatically create and send PDFs by mail when
adding a document.
• You can define a company default on whether to use SBO Mailer or
Microsoft Outlook.
• You can also assign e-mail groups to business partners to be used as
distribution lists.
• As a result you will be able to e-mail multiple documents to multiple
recipients, all in one go.
• And from the aging report, e-mail each customer their own specific aging
information.
• In summary, you improve the flow of documents between the company
and its customers, vendors and leads.
3
First, let us discuss the methods for sending mails.
4
• In previous versions you could use the SBO Mailer when sending mails
from SAP Business One. When this is used, the SBO Mailer service must be
configured and started in the SAP Business One Service Manager.
• Starting at release 9.1, you can also use Microsoft Outlook when sending
mails automatically.
• For this option, you only need to have MS Outlook installed in your
working station.
5
• You can now define a company default on whether to use the SBO
Mailer or Microsoft Outlook when sending mails automatically.
• This is done on the Services tab of the General Settings.
• The first option E-mail sets SBO Mailer as the default.
• The second option sets MS Outlook as the default.
• Note that a user has the ability to change the mailing method for single mail
sending.
• Also note that the document will be attached as a PDF file to the mail.
Therefore, ensure to define the Attachments folder under the Path tab.
6
Next, let us discuss the option to automatically create and send PDFs by mail
when adding a document.
7
• Here is a business example:
• OEC Computers set environment saving as one of their objectives for the
coming year. Therefore, they use e-mail to send documents electronically to
customers and vendors.
• To streamline this process further, they want the system to automatically
send the e-mail when a document is added.
• Jean, the sales manager, wants to use this option for the sales quotations
her department creates
• In the Print Preferences window, you can now define for each document type
whether to:
• Automatically export it to PDF and/ or
• Send it by mail when adding a document. The document will be attached as a PDF
file to the mail.
• Use the menu path shown on the graphic. Choose the document type and
check the relevant boxes.
• In the example shown Jean, the sales manager of OEC Computers, decided
that she wants to automatically create and send PDFs by mail when adding a
sales quotation.
• The mail will be automatically sent to the E-Mail address defined for the
document contact person.
9
• When you define the print preferences for a document type, you can also
define default text for the automatic e-mail subject and body.
• Use the Insert Predefined Texts button to copy text that is already defined in the
system.
• For the sales quotation, Jean entered default text in the E-Mail Subject and the
E-Mail Body fields.
10
• Let us see what happens when adding a document.
• If the company default is the SBO mailer, then when adding the document, the
system populates a message asking if you want to attach an edited report to
the E-Mail.
• When choosing Yes, the Send Message window appears with the details of the
contact person defined in the document
• In the Text tab you can see the default text that Jean entered in the E-Mail
Subject and the E-Mail Body fields (in the Print Preferences window). You can
change this text.
• The sales quotation document you have just added appears under the Data tab
and the created PDF file to be sent in the mail appears under the Attachments
tab.
• Choose the Send button to send the mail.
11
• If the company default is the Outlook E-Mail, then when adding the document, a
mail window opens with the contact person mail in the To field.
• The default text that Jean entered appears in the E-Mail Subject and the E-Mail
Body fields.
• And the document is attached as a PDF file to the mail.
• Choose the Send button to send the mail.
12
Next, I will show you the option for e-mail documents in a Bundle. That is, e-mail
multiple documents to multiple recipients, all in one go.
In addition, we will see the option of sending several customers their aging
report.
13
• Here is another business example:
• Recently, OEC Computers introduced their new products to prospects
and existing customers at an industry conference.
• Jean, the sales manager, created sales quotations to customers and
leads who approached her during the conference. Now, she is looking for
a way to mail these quotations in one go.
• She also wants to address the relevant person in the business partner
organization.
• When using the option to automatically e-mail a document, the mail is
sent to the mailing address defined for the contact person in the
document.
• You can now define E-Mail Groups to specify the recipients within the
business partner organization that will receive the e-mail. The e-mail
group then acts as a distribution list; for example, to send various A/R
Invoices created for different customers to their respective accountants.
• You do that by assigning an E-Mail group to given contact person in the
business partner master data record to be used as a distribution list.
• This way, whenever documents are sent via e-mail to the selected e-mail
group, this contact person receives the document produced for his
company.
• In the example shown OEC Computers has defined three e-mail groups
to be assigned to contact persons:
• One for the warehouse manager.
• Another for the Chief Information Officer.
• And the last one for the company accountant.
• Most likely that sales quotations will be sent to the chief information
officer, deliveries to the warehouse manager and A/R invoices to the
accountant.
15
• After you have defined e-mail groups, you select a contact person in the
Business Partner Master Data window, and assign this person to an e-mail
group.
• You can define new e-mail groups from here by choosing the Define New
option.
16
• In order to send a batch of documents, for example sales quotations
created for different customers, to the respective contact persons of
these customers, use the document printing window:
• After generating the list of the documents you wish to send by E-Mail,
sales quotations in our example, select the documents by clicking the
first record and then choose the other records with Control or Shift.
• From the File menu choose Send, and then either E-Mail or Outlook EMail.
• Note that the selection of multiple documents requires Crystal Reports
Layout. The PLD layout supports mailing a single document only.
17
• After you have selected the documents to be printed, The E-Mail Options
window appears.
• First, you define how to send the selected documents. You can choose
whether to use an E-Mail group or not.
• Select the Use E-Mail Group box and specify the required group to email
the documents to the contact persons associated with the selected EMail
group.
• If you clear this box, the selected documents will be sent to the E-mail
address of the contact person defined in the document. If there is no
contact person in the document, then the E-Mail address defined for the
business partner master data under the General tab will be selected.
• You can change the default contact person and the email address in the
next window.
18
• After approving the E-Mail Options window, the E-Mail window appears
for the document type, listing the selected documents.
• The name of the contact person and its E-Mail address appear depending on
the selection you did in the previous window. If an E-Mail group was selected
then the details of the contact person associated with the selected E-mail group
appear.
• If the selected E-mail group does not contain a contact person who is
associated with the respective business partners, no name or E-Mail address
will appear.
• You can update the name and the E-mail address manually if required.
• The E-Mail column is selected by default. If you want to cancel sending a
certain document, deselect this option.
• In the Subject and Body columns the text inserted for the given document type
in the Print Preferences window appears. To edit the text, double-click the field
in the required line. A text editor appears, enables you to add and edit text, or
insert any existing predefined text.
• Finally, choose Send.
• As a result, the document will be mailed to each contact person defined
in this window, and therefore to each company.
19
• After generating the aging report, either for customers or for vendors,
you can now e-mail the respective aging data to the relevant business
partners.
20
• Similarly to the document option, you can define default text for the automatic
mail subject and body.
• Use the menu path shown on the graphic.
• In the slide example, the finance department manager has entered
default text in the E-Mail Subject and the E-Mail Body fields.
21
• After generating the aging report, for customers in our example, choose the
business partners you wish to E-Mail their aging data.
• From the File menu choose Send, and then either E-Mail or Outlook E-Mail.
22
• Similarly to the sending multiple documents to multiple E-Mail recipients
options, in the E-Mail Options window define whether to use an E-Mail
group or not.
• After approving the E-Mail Options window, the E-Mail Aging window
appears, listing the selected business partners.
• The name of the contact person and its E-Mail address appear:
• If an E-Mail group was selected then the details of the contact person
associated with the selected E-mail group appear.
• Otherwise, the E-Mail address defined for the business partner master
data under the General tab appears.
• You can change the name and the E-mail address manually if required.
• Note that the PDF files with the aging data to be sent are already created
and you can view them. Follow the details in the Source Path and the
File Name columns.
• Finally, choose Send.
• As a result, each contact person defined in this window will receive the
aging data relevant for his company.
23
In version 9.1 you can automatically create and send PDF files by mail
when adding documents.
You can define a company default on whether to use SBO Mailer or
Microsoft Outlook.
You can also define default text for the automatic mail subject and body.
By assigning E-Mail groups to given contact person in the business
partner master data record you create distribution lists to e-mail multiple
documents to multiple recipients, all in one go.
This way, whenever documents are sent via e-mail to the selected E-Mail
group, this contact person receives the document produced for his
company.
With the e-mail groups you can also send to several customers their
aging report specific information
You can review the PDF files to be sent before sending them.
For more detail plz download PDF file ...
https://drive.google.com/open?id=0BwzVxBnq8y3qOFZPVENscEVXZ2M
Thursday, 31 March 2016
Road Map for B1 Fresher for more details
Accounting and Financials:
General ledger and journal entries
Basic cost accounting and monitoring of project costs
Budget management
Banking and bank statement processing
Payment processing and reconciliation
Financial statements and reporting
Sales tax and value-added tax
Multicurrency support
General ledger and journal entries
Basic cost accounting and monitoring of project costs
Budget management
Banking and bank statement processing
Payment processing and reconciliation
Financial statements and reporting
Sales tax and value-added tax
Multicurrency support
Sales and Customer:
Opportunities and pipeline management
Customer contact and activity management
Sales quotations and orders
Invoicing and crediting
Sales and pipeline forecast
Service contract management
Service-call management entry and tracking
Opportunities and pipeline management
Customer contact and activity management
Sales quotations and orders
Invoicing and crediting
Sales and pipeline forecast
Service contract management
Service-call management entry and tracking
Purchasing and Operations:
Purchase proposals
Purchase orders and deliveries
Goods receipts and returns
Accounts payable invoice and credit notes
Bill of materials
Production orders
Forecasting and material requirements planning
Purchase proposals
Purchase orders and deliveries
Goods receipts and returns
Accounts payable invoice and credit notes
Bill of materials
Production orders
Forecasting and material requirements planning
Inventory and Distribution :
Items management and item queries
Receipt to stock, release from stock ,and stock transactions
Stock transfer between multiple warehouses
Serial number management
Inventory revaluation
Customer and vendor catalog
Price lists and special pricing
Batch management
Pick and pack
Items management and item queries
Receipt to stock, release from stock ,and stock transactions
Stock transfer between multiple warehouses
Serial number management
Inventory revaluation
Customer and vendor catalog
Price lists and special pricing
Batch management
Pick and pack
Wednesday, 30 March 2016
How
To Configure The G/L Account Determination – General Tab In SAP Business One
To access this tab, choose: Administration > Setup > Financials > G/L Account Determination > General.
G/L Account
Determination: General Tab
Advanced Rules
Indicates if and to how many advanced G/L account determination rules a given account is assigned. Click the link arrow to view the respective rules in the Advanced G/L Account Determination Rules window.
Indicates if and to how many advanced G/L account determination rules a given account is assigned. Click the link arrow to view the respective rules in the Advanced G/L Account Determination Rules window.
Credit Card Deposit Fee
Define an account for posting the fee for deposit of credit card vouchers.
Define an account for posting the fee for deposit of credit card vouchers.
Rounding Account
Select a default account to use in journal entries created for rounding differences. This may occur when you define rounding for certain currencies.
Select a default account to use in journal entries created for rounding differences. This may occur when you define rounding for certain currencies.
Reconciliation Difference
Determines the account to use for the Automatic Balancing Transaction in Automatic Reconciliation.
Determines the account to use for the Automatic Balancing Transaction in Automatic Reconciliation.
Realized Exchange Diff. Gain
When reconciling transactions of foreign currency G/L accounts, an exchange rate differences transaction is performed automatically. Define here the account to which the gained exchange rate difference is posted.
When reconciling transactions of foreign currency G/L accounts, an exchange rate differences transaction is performed automatically. Define here the account to which the gained exchange rate difference is posted.
Realized Exchange Diff. Loss
When reconciling transactions of foreign currency G/L accounts, an exchange rate differences transaction is performed automatically. Define here the account to which the lost exchange rate difference is posted.
When reconciling transactions of foreign currency G/L accounts, an exchange rate differences transaction is performed automatically. Define here the account to which the lost exchange rate difference is posted.
Realized Conversion Diff. Gain, Realized Conversion Diff.
Loss
When you reconcile transactions of G/L accounts that have a balance due in the system currency, conversion differences transactions are performed automatically. Define here the account to which the gained/lost conversion differences are posted.
Note: The fields are available only if the system currency is different from the local currency.
When you reconcile transactions of G/L accounts that have a balance due in the system currency, conversion differences transactions are performed automatically. Define here the account to which the gained/lost conversion differences are posted.
Note: The fields are available only if the system currency is different from the local currency.
Bank Charges Account
Specify a default account for bank charges posting.
Note: Only expense accounts can be used as bank charges accounts.
Note: The field is not available for Israel.
Specify a default account for bank charges posting.
Note: Only expense accounts can be used as bank charges accounts.
Note: The field is not available for Israel.
Monday, 28 March 2016
Instuctions on how to assign a form query to a field:
1. Open a form.
2. Click on the field.
3. Select for the drop down menus at the top of
the screen:
Tools->Search Function->Define
Tools->Search Function->Define
4. A window will appear. Click on Search
by Saved Query. Double Click on the long gray box below that option.
The Query Manager will open. Select the query you wish to run on the field you
selected.
If you would like to have the value automatically populate when something else happens on the form, check the Auto Refresh When Field Changes box. From the drop down box below that option, select the field that will "trigger" the query to run on the field you selected.
If you would like to have the value automatically populate when something else happens on the form, check the Auto Refresh When Field Changes box. From the drop down box below that option, select the field that will "trigger" the query to run on the field you selected.
5. To run the query on demand on the form, press Alt+F2.
To change the field’s query assignment later you can press Alt+Shift+F2 and
the window above will be displayed. You can also follow the original drop down
menu path listed above to perform the same action.
Friday, 25 March 2016
Monday, 21 March 2016
SAP TB Training TB
1000 & TB 1100
SAP TB Training TB 1000 & TB 1100
TB Training 1000 Logistic:
There are five unit
Unit 1 Overview:
In this unit is introduction of SAP B1, Master data and Document.
Unit 2 Purchasing – A/P (Account Payable): In this unit we covered
Procurement Process
• Purchase Order Good Receipt PO A/P Invoice Outgoing Payment
There are five unit
Unit 1 Overview:
In this unit is introduction of SAP B1, Master data and Document.
Unit 2 Purchasing – A/P (Account Payable): In this unit we covered
Procurement Process
• Purchase Order Good Receipt PO A/P Invoice Outgoing Payment
Purchasing Items
Purchase Requisitions and Purchase Quotations
Issues with Goods Receipt POs
Goods Returns
A/P Credit Memos.
Unit 3 Sales – A/R (Account Receivable): In this unit
Overview of the Sales Process:
• Sales Order Delivery A/R Invoice Incoming Payment
Sales Order to Cash :
• Perform the steps in the sales process from sales order to cash
• Describe the effect of each step on inventory and accounting
Purchase Requisitions and Purchase Quotations
Issues with Goods Receipt POs
Goods Returns
A/P Credit Memos.
Unit 3 Sales – A/R (Account Receivable): In this unit
Overview of the Sales Process:
• Sales Order Delivery A/R Invoice Incoming Payment
Sales Order to Cash :
• Perform the steps in the sales process from sales order to cash
• Describe the effect of each step on inventory and accounting
Customers:
• Define a customer group
• Create a new customer
• Create a lead
• Convert a lead into a customer
• Define a customer group
• Create a new customer
• Create a lead
• Convert a lead into a customer
CRM(Customer Relationship Management)
• Activity Sales Opportunity Sales QuotationSales Order Delivery A/R Invoice Incoming Payment
Automating Sales Processes
• Availability checks
• Pick & Pack List.
• Activity Sales Opportunity Sales QuotationSales Order Delivery A/R Invoice Incoming Payment
Automating Sales Processes
• Availability checks
• Pick & Pack List.
Returns and Exchanges:
• If any item is Damage than we used Return or Exchange scenario.
• If any item is Damage than we used Return or Exchange scenario.
A/R Credit Memos:
• The A/R credit memo (or credit note) is the document used to process returned items or to give a pricing credit, once an A/R invoice has been issued.
• The A/R credit memo (or credit note) is the document used to process returned items or to give a pricing credit, once an A/R invoice has been issued.
Unit 4 Items: In this unit
Item Master Data
Defining Item Groups
Units of Measure
Valuation Methods
Item Master Data
Defining Item Groups
Units of Measure
Valuation Methods
Unit 5 Inventory: In this unit
Warehouses
Goods Movements
Serial Numbers and Batches
Physical Inventory
Unit 6 Pricing: In this unit we covered.
Pricing Concepts
Price Lists
Period and Volume Discounts
Special Prices for Business Partners.
Warehouses
Goods Movements
Serial Numbers and Batches
Physical Inventory
Unit 6 Pricing: In this unit we covered.
Pricing Concepts
Price Lists
Period and Volume Discounts
Special Prices for Business Partners.
TB Training Accounting TB 1100:
In this training are five unit.
Unit 1: Accounting for Sales and Purchasing
Finance Basics
Business transactions and values exchange
Financial Settings
Automatic journal Entry value
In this training are five unit.
Unit 1: Accounting for Sales and Purchasing
Finance Basics
Business transactions and values exchange
Financial Settings
Automatic journal Entry value
Unit 2: Banking Process: In this unit
Handling payments: incoming and outgoing
Payment Means
Deposits
The Payment Process in SAP Business One
Working Methods
The Payment Wizard
Unit 3: Financial Process : In this unit basic functionality of finance module
Define and manage the chart of accounts, the chart of accounts structure, Default G/L accounts
Journal Entries file and the Journal Entry Form, Reverse Transactions
Posting Tools -Posting Template with Percentages, Recurring Postings, Journal Voucher
Unit 4: Posting Periods Process : In this unit
Define periods and post transactions, Internal Reconciliation Definition, System Reconciliations, Full and Partial Reconciliation, User Reconciliation, Reconciliation Currency, Period End Process Period-End Closing Utility, Posting Period Status
Unit 5: Controlling Reports: In this unit is various finance Report like Balance Sheet, Trial Balance, Profit and loss, statement of cash flow, cash management report.
Unit 6: Additional Financial Topics: In this unit we covered all currency like system and local with different system test scenarios. Exchange Rate, Conversion difference and Fixed Asset.
Handling payments: incoming and outgoing
Payment Means
Deposits
The Payment Process in SAP Business One
Working Methods
The Payment Wizard
Unit 3: Financial Process : In this unit basic functionality of finance module
Define and manage the chart of accounts, the chart of accounts structure, Default G/L accounts
Journal Entries file and the Journal Entry Form, Reverse Transactions
Posting Tools -Posting Template with Percentages, Recurring Postings, Journal Voucher
Unit 4: Posting Periods Process : In this unit
Define periods and post transactions, Internal Reconciliation Definition, System Reconciliations, Full and Partial Reconciliation, User Reconciliation, Reconciliation Currency, Period End Process Period-End Closing Utility, Posting Period Status
Unit 5: Controlling Reports: In this unit is various finance Report like Balance Sheet, Trial Balance, Profit and loss, statement of cash flow, cash management report.
Unit 6: Additional Financial Topics: In this unit we covered all currency like system and local with different system test scenarios. Exchange Rate, Conversion difference and Fixed Asset.
Tuesday, 8 March 2016
Base tables versus target tables
Base tables and target tables are special linked
tables within SAP Business One. They are the most often used linked tables for
SQL queries too.
You may find most of them related to "Sales-A/R" and
"Purchase-A/P" documents or so-called "Marketing
Documents".
Marketing documents may not have base tables or target tables.
From the previous screenshot, you could clearly find that the Base
Document and Target Document are available to this
Sales Order. To get the Base Document, you may click on the "left arrow
icon" or use the shortcut key Ctrl+N. To get the Target
Document, you may click on the "right arrow icon" or use the shortcut
key Ctrl+T. Only when the base table or target table is available
to the current document, will you find the menu items and icons in active
status. Otherwise, both icons and menu items are grayed out.
From the terms "Base" and "Target", it is
clear that the target table can be based upon the base table.
One table could be based on different types of tables:
From this demonstration, you could get a clear picture about the
relationship between Base Document (table) and Target Document (table). A
specific pair of Purchase Order and Good Receipt PO tables is shown here. This
concept applies to all document type tables. Here is a list of commonly used
base-target pairs; they are not inclusive. You may find more, but the following
are the most frequently used ones:
|
Base Table
|
Target Table
|
|
OQUT-Sales Quotation
|
ORDR-Sales Order
|
|
OQUT-Sales Quotation
|
ODLN-Delivery
|
|
OQUT-Sales Quotation
|
OINV-A/R Invoice
|
|
ORDR-Sales Order
|
ODLN-Delivery
|
|
ORDR-Sales Order
|
OINV-A/R Invoice
|
|
ODLN-Delivery
|
ORDN-Returns
|
|
ODLN-Delivery
|
OINV-A/R Invoice
|
|
ORDN-Returns
|
ORIN-A/R Credit Note
|
|
ODLN-A/R Invoice
|
ORIN-A/R Credit Note
|
|
OPOR-Purchase Order
|
OPDN-Goods Receipt
PO
|
|
OPOR-Purchase Order
|
OPCH-A/P Invoice
|
|
OPDN-Goods Receipt
PO
|
ORPD-Goods return
|
|
OPDN-Goods Receipt
PO
|
OPCH-A/P Invoice
|
|
ORPD-Goods return
|
ORPC-A/P Credit Note
|
|
OPCH-A/P Invoice
|
ORPC-A/P Credit Note
|
I have omitted the details for the link. Actually, you will find
that all the links exist on the first child table or so-called row
table for the header table, such as QUT1 instead of OQUT.
The linking fields are very clear. For example:
·
BaseEntry in the
target table refers to the base table's DocEntry
·
BaseType refers to the
types of the base table
·
BaseRef is usually
linked to DocNum field in the base table
·
BaseLine will be the
line number in the base line table
·
TargetEntry in the
base table refers to the target table's DocEntry
·
TargetType refers to
the types of the target table
Keeping it simple—The key to build a
good query
Simplicity is in need everywhere in the current changing world.
Wherever you make things complicated, you may find yourself in an awkward
position to compete with others.
My slogan is: simple, simpler, the simplest.
I have a habit in query building: the last step for any new
query would be checking to see if it is the simplest one. In this way,
"keep it simple" would not only be kept in the already built query,
but also helps new queries to be the simplest in the beginning.
By keeping a query as simple as possible, it will ensure that
the system performance is not affected. It will also be a great help to the
troubleshooting process. A short checklist for simplicity is as follows:
·
Other
queries: Are there any other
queries doing a similar job, and if yes, why does the new query need to be
built?
·
Tables: Are there any tables that have not been used
for the query?
·
Fields: Are there any fields that have not been used
for the query?
·
Conditions: Are there any condition overlaps?
The list can be much longer. The meaning behind it is clear:
there is a never ending battle to get rid of complications.
When you try this method and it becomes a routine, you will find
that query building becomes an enjoyable process.
Thursday, 3 March 2016
Date Deviates from Permissible Range SAP Business One
In running our business we face problems just like you do when
using SAP Business One. Just today, fresh from creating posting periods for
next year, our financial people were asking about the error "Date
Deviates from Permissible Range" when adding a document. These
documents had a due date of next year, so we were in essence using the freshly
created posting periods for
2014.
Posting Period Settings
Fixed Posting Period
Saturday, 27 February 2016
SAP Business One Form Types and Object Types
Object Types
The following table
shows the SAP Business One (sbo) object types which are also known as transaction
types or Tran’s types.
Value Description
1 Chart Of Accounts object
2 Business Partners object
3 Banks object
4 Items object
5 VatGroups object
6 Price Lists object
7 Special Prices object
8 Item Properties object
12 Users object
13 Documents object that represents a
sales invoice document
14 Documents object that represents a
sales credit note document
15 Documents object that represents a
sales delivery note document
16 Documents object that represents a
sales return document
17 Documents object that represents a sales order
document
18 Documents object that represents a
purchase invoice document
19 Documents object that represents a purchase
credit note document
20 Documents object that represents a
purchase delivery note document
21 Documents object that represents
a purchase return document
22 Documents object that represents a
purchase order document
23 Documents object that represents a
sales quotation document
24 Payments object
28 JournalVouchers object
30 JournalEntries object that represents a
normal journal entry
31 StockTaking object
33 Contacts object
36 CreditCards object
37 Currencies object
40 PaymentTermsTypes object
42 BankPages object
43 Manufacturers object
46 Payments object that represents
payments to vendors
48 LandedCostsCodes object
49 ShippingTypes object
50 LengthMeasures object
51 WeightMeasures object
52 ItemGroups object
53 SalesPersons object
56 CustomsGroups
object
57 ChecksforPayment object
59 Documents object for entering general
items to inventory
60 Documents object for removing general
items from inventory
64 Warehouses object
65 CommissionGroups object
66 ProductTrees object
67 StockTransfer object
68 WorkOrders object
70 CreditPaymentMethods object
71 CreditCardPayments object
73 AlternateCatNum object
77 Budget object
78 BudgetDistribution object
81 Messages object
91 BudgetScenarios object
97 SalesOpportunities object
93 UserDefaultGroups object
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