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The Tools menu in SAP Business One contains a variety of commands that are either active or inactive, depending on the currently open window.

Tools Menu Options

Menu Options


Layout Designer

Lets you assign layouts or printing sequences for printing. The option is available when most document types or reports are active. For more information, see Layout Designer.

Preview External Crystal Reports File

Lets you preview reports or layouts, created with the Crystal Reports software, that you have not yet imported into SAP Business One.

Form Settings (Ctrl + Shift + S)

Displays the Form Settings Window containing a list of all the fields, rows, and tables that you can arrange in any particular window.

The options available to each window depend on the window itself. For example, row and table options are available in sales and purchasing documents.

Change Log

Tracks changes to the authorization system and to different documents and master data in SAP Business One. For more information, see Change Log Window.

Access Log

Displays the access activity of SAP Business One users. For more information, see Access Log Window.


Used to display and organize system and user-defined queries, run the Query Manager, and select a print layout for a query.

My Menu

Organize or add new options to the user menu. For more information, see Main Menu: My Menu Tab.

My Shortcuts

Select Customize to define your own shortcuts to frequently used windows in SAP Business One, or select one of the previously defined shortcuts. For more information, see Customize User Shortcuts.

User-Defined Values (Shift + F2)

Enter values, originating from a predefined search process, to any field in SAP Business One (including user-defined fields). For more information, see User-Defined Values.

User-Defined Windows

Displays and manages user-defined windows, which contain additional fields that your business might require for day-to-day activities. For more information, see User-Defined Fields.

Customization Tools

Displays a list of user-defined tables you have previously created in SAP Business One. Your business might require these additional tables for its day-to-day activities.

Default Forms

Displays new business logic or new objects in SAP Business One, based on existing functionality. For more information, see User-Defined Objects.

More Information

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