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Procedure documentationManaging Company Configurations Locate this document in the navigation structure

 

With the express configuration feature, you can save the current company database configuration, compare the configuration with a former configuration, or compare two existing configurations.

You can generate different reports that show the details of the current configuration and existing configurations or comparisons thereof. The comparisons can help you in detecting changes to the configuration that may have caused errors in the operation of SAP Business One.

Procedure

Saving Configuration Settings
  1. From the SAP Business One Main Menu, choose   Administration   System Initialization   Express Configuration   Configuration Management  .

    The Configuration Management window appears.

  2. On the General tab, choose Save.

  3. In the Specifying Configuration Name window, enter a name for the configuration and choose OK.

    The configuration settings are saved.

Renaming Saved Configuration Settings
  1. From the SAP Business One Main Menu, choose   Administration   System Initialization   Express Configuration   Configuration Management  .

    The Configuration Management window appears.

  2. On the Saved Configurations tab, right-click the name of a saved configuration and choose Rename.

  3. In the Specifying Configuration Name window, enter a new name for the configuration and choose OK.

    The configuration settings are saved under a new name.

Displaying the Current Configuration Settings in a Report
  1. From the SAP Business One Main Menu, choose   Administration   System Initialization   Express Configuration   Configuration Management  .

    The Configuration Management window appears.

  2. On the General tab, choose View Report.

    The Current Configuration Report appears and shows the details of the current configuration.

Displaying Existing Configuration Settings in a Report
  1. From the SAP Business One Main Menu, choose   Administration   System Initialization   Express Configuration   Configuration Management  .

    The Configuration Management window appears.

  2. On the Saved Configurations tab, click the name of the configuration that you want to display in a report.

    The Saved Configuration Report appears and shows the details of the configuration.

Comparing the Current Configuration Settings with Previous Settings
  1. From the SAP Business One Main Menu, choose   Administration   System Initialization   Express Configuration   Configuration Management  .

    The Configuration Management window appears.

  2. On the Saved Configurations tab, select the configuration that you want to compare the current configuration with.

  3. Choose Compare with Current Configuration.

    The Configuration Comparison Report appears and shows the details of the current configuration compared with the previous configuration.

Comparing Two Previous Configuration Settings
  1. From the SAP Business One Main Menu, choose   Administration   System Initialization   Express Configuration   Configuration Management  .

    The Configuration Management window appears.

  2. On the Saved Configurations tab, select the configurations that you want to compare.

  3. Choose Compare Selected Configurations.

    The Configuration Comparison Report appears and shows the details of the two compared configurations.

Determining Default Print Layouts for Configuration Reports
  1. From the SAP Business One Main Menu, choose   Administration   System Initialization   Express Configuration   Configuration Management  .

    The Configuration Management window appears.

  2. Go to the Saved Configurations tab.

  3. In the toolbar, choose Layout Designer... (Layout Designer...).

  4. Choose the report type you want to display.

  5. In the Layout and Sequence window, select the layout for the document type, choose the Set as Defaultbutton, and choose OK.

Creating User-Defined Print Layouts for Configuration Reports

You can customize the print layouts for configuration reports according to your business needs. For more information, see the document How to Work with Crystal Reports in SAP Business One on SAP Service Marketplace.

More Information

Express Configuration