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Object documentation Data Menu Locate the document in its SAP Library structure

Definition

The Data menu contains various options, which you use while you perform different actions in SAP Business One. Depending on the action you perform, the relevant menu options is enabled or disabled. For example, you can add or delete a row while you fill in a table. Additionally, you can scroll between the records.

The Data Menu Options

Menu Option

Description/Activity

Find (Ctrl+F)

Switches to the Find mode.

Add (Ctrl+A)

Switches to the Add mode.

First Data Record, Next Record (®+Ctrl), Previous Record (ß +Ctrl), Last Data Record

Navigate between objects of the same type. For example, if you have created several A/R invoices, you can display the first invoice or go the previous one if necessary.

Remove

Deletes accounts, business partner master data, or documents, such as sales and purchase orders and sales quotations, from SAP Business One. An object can only be deleted if you have not used it in any transaction. Once you have deleted an object, you cannot use it in the application.

Cancel

Cancels item master records or cancels certain unofficial sales documents, such as sales quotations and orders. Once you have canceled an object, you cannot use it in SAP Business One. The remark Canceled is then displayed with the object. You can restore item master records if you have canceled them. You can still call up cancelled objects, but you cannot change them.

Restore

Reactivates an object that you previously set to the Canceled status. Once you have restored the object, you can use all its available functions.

Close

Closes sales quotations, sales and purchase orders, and deliveries without creating a posting in accounting.

Duplicate (Ctrl+D)

Duplicates objects, such as documents, item master records, and so on. Duplication is useful for making a new copy of a base record or document for further customization. You would create the base record or document with all of the common settings, then duplicate it and make any further unique changes to the copy. This function can be useful for processing similar items or recurring sales orders and quotations, for example.

Add Row (Ctrl+I)

Adds rows anywhere in a table. You can also insert a new row between two existing rows.

Delete Row (Ctrl+K)

Deletes a row from a table, such as the list of ordered items in a sales order.

Close Row

Closes a row in a table. For example, if you have delivered one of the ordered items in a sales order, you can close a row for that item.

Duplicate Row (Ctrl+M)

Duplicates rows anywhere in a table. The data in this row is copied exactly.

Copy from Cell Above, Copy from Cell Below

Copies the contents of a cell to the row above or to the row below.

Advanced

Contains options that are enabled only when specific windows are active.

Example

The Change Document Status to Open option is enabled only when you want to credit an A/R or A/P no charge invoice based on the down payment invoice that was fully paid.

Filter Table

Enables you to filter data in tables.

Sort Table

Enables you to sort data in tables.

 

See also:

Menu Bar

 

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