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Object documentationGeneral Settings: BP Tab Locate this document in the navigation structure

 

Use this tab to specify the default settings for the business partners defined in your company; set activity restrictions for your customers; and enable document generation authorizations.

To access this tab, choose   Administration   System Initialization   General Settings   BP  .

BP Tab
Customer Activity Restrictions

You can restrict the creation of sales documents for customers and prompt a warning message according to the following parameters:

  • Credit Limit – Checks whether adding the sales document for the customer causes deviation from the credit limit defined for the customer (Payment Terms tab in the Business Partner Master Data window).

    A warning message appears if <the customer's account balance> + <the amount of the current document> exceeds the customer's credit line.

  • Commitment Limit – Checks whether adding the sales document for the customer causes deviation from the commitment limit defined for the customer (Payment Terms tab in the Business Partner Master Data window).

    A warning message appears if <the customer's account balance>+ <the total amount in undeposited checks> + <the amount of the current document> exceeds the customer's commitment limit.

Once you select the required option(s) described above, select the type of documents to which the restrictions apply and for which a warning message is launched:

  • A/R Invoice

  • Delivery

  • Sales Order

  • Pick List

These settings are updated immediately per company, for all users.
Set Commission by

Define how commissions are calculated. A commission can be awarded based on the sales employee, item, or customer specified in the document.

Select one or more of these options depending on how you want SAP Business One to calculate commissions.

This setting influences where you can specify the sales commission percentage, but does not automatically calculate any commission transactions.

You can change this setting at any time.

Consider Deliveries Balance

Checks the customer's account balance and the balance of open deliveries, while applying the selected restrictions for customer activity.

This setting is updated immediately per company, for all users.
Default Payment Term for Customer

Click and select the default payment term to be assigned to new customers.

Your selection is assigned to all future new customer master records; however, it does not override the payment terms already assigned to existing customers. This setting is updated immediately per company, for all users.
Default Payment Term for Vendor

Click and select the default payment term to be assigned to new vendors.

The default payment terms are assigned to every new vendor master record that is created in the future; however, they will not override the payment terms already assigned to existing vendors. When modified, this setting is updated per company, for all users.
Default Payment Method for Customer

Click and choose a default payment method for new customers.

Your selection is marked as default in every future new customer master record; however, it does not override the payment method already marked as default for existing customers.

This setting is updated immediately per company, for all users.
Default Payment Method for Vendor

Click and select a default payment method for new vendors.

Your selection is marked as default in every future new vendor master record; however, it does not override the payment method already marked as default for existing vendors.

This setting is updated immediately per company, for all users.
Submit Credit Vouchers

Defines the deposit method of credit card vouchers:

  • Automatically – determines that the due dates in the transaction of the credit card voucher deposit are the same as the due dates in the incoming payments document.

  • Manually – determines that the due dates in the transaction of the credit card voucher deposit are derived from the deposit document.

When modified, this setting is updated immediately per company, for all users.
Default Dunning Term for Customer

Specify the default dunning term to be assigned to new customers.

When modified, this setting is updated per company, for all users.
Activate Approval Procedures

Activates the Approval Process function for the creation of sales, purchasing and inventory documents.

When modified, this setting is updated immediately per company, for all users.
Country-Specific Field: Japan
Default Customer Closing Date Proc., Default Vendor Closing Date Proc.

Specify a closing date procedure to display by default when a new business partner master data record is created.

Note Note

To open the relevant closing date procedure definition window, click Link Arrow (Link Arrow) before the field.

The default closing date procedure is Closing on EOM.

End of the note.

More Information

General Settings