SAP Library - SAP Business One 9.1

SAP Business One 9.1

Getting Started

SAP Business One Main Window

SAP Business One Main Menu

Main Menu: Modules Tab

Main Menu: Drag & Relate Tab

Using Drag & Relate

Filtering in Drag & Relate

Main Menu: My Menu Tab

Creating a Personalized Menu

Organizing the Personalized Menu

Assigning Default Printing Options

Assigning Default Printing Options to Users

Assigning Default Printing Options to Business Partners

Form Settings Window

Change Log Window

Access Log Window

Access Log Details Window

Query Manager

Changing a Saved Query

Executing Saved Queries

Deleting a Saved Query

Assigning Authorization Groups

Creating and Editing Categories in the Query Manager

Create/Edit Categories Window

Changing the Name of an Existing Category

Save Query Window

Saving a Query

Query Generator

Structure of the Database

Syntax for Defining a Query

Principles of Defining a Query

Creating Simple Queries

Selecting Tables for the Query

Selecting Related Tables

Removing Tables from the Tables Area

Selecting Fields for the Query

Printing Query Results

Query Preview

Query Generator Window

Query Wizard

Query Wizard: Select Tables for the Report

Query Wizard: Select Fields and Sort Orders

Calculation Field Window

Query Wizard: Conditions and Relations

Query Wizard: Query Wizard Completed

System Queries

Customize User Shortcuts

User-Defined Values

Search by Saved Query

User-Defined Tables

User-Defined Fields

Updating User-Defined Fields

Field Information and System Messages in the Status Bar

Displaying User-Specific Information in the Status Bar

Context Menu

Modes in SAP Business One

Working in Add Mode

Working in the Find Mode

Working in Update and Confirm Modes

Search Functions in SAP Business One

Searching Menus

Searching Data Using Enterprise Search

Using Enterprise Search

Using the Advanced Options of Enterprise Search

Working with Search Templates

Creating Search Templates

Using Search Templates

Managing Search Templates

Working with UDO and UDF Customization

Customizing UDOs and UDFs in Enterprise Search

Exporting Search Customization

Importing Search Customization

Searching in Add Mode

Searching in Find Mode

Graph Settings

Common Command Buttons in SAP Business One

Changing Field Descriptions

Common Icons in SAP Business One

About Shortcut Keys in SAP Business One

General Shortcut Keys in SAP Business One

Shortcut Keys in Sales and Purchasing Documents

Shortcut Keys in Payment Documents

Shortcut Keys in Inventory and Production Documents

Managing Document Drafts

Creating Regular Documents from Drafts

Document Drafts - Selection Criteria

Document Drafts Window

Saving Documents as Drafts

Deleting Document Drafts

Filtering Data in SAP Business One

Filter Table Window

Sorting Data in Tables

Sort Table Window

Printing in SAP Business One

Printing Additional Bar Code Types

Reporting for SAP Business One

Print Layout Designer

Working with the Crystal Reports Software

Administration

Choose Company

Creating New Companies

Creating New Companies Based on Solution Packages

Selecting Solution Package

Package Information

Specifying New Company

Selecting Chart of Accounts

Specifying Posting Periods

Defining the External Database

New Company Summary

Logging on to Companies

Choose Company Window

Create New Company Window

Exchange Rates and Indexes

Automatic Export and Import of Exchange Rates and Indexes

Defining Index Values

Defining Foreign Currency Exchange Rates

Copying Exchange Rates

Setting Fixed Exchange Rates

Exchange Rates and Indexes Window

Set Rate for Selection Criteria

Set Rate for Selection Criteria Window

Initializing the System

Company Details

Company Details: General Tab

Counties for Specific State Window: Brazil

Company Details: Accounting Data Tab

Holiday Dates Window

Company Details, Accounting Data Tab: Brazil

List of CNAE Codes Window: Brazil

Company Details, Accounting Data Tab: India

Company Details: Basic Initialization Tab

Setting the Local Currency

Company Details, Electronic Tax Reporting Tab: Czech Republic, N

Issuing Documents in the Customer's Language

Adding and Removing a Language

Translating Fields into Foreign Languages and Viewing Translated

Defining the Language in the Default Layout

Printing Sales and Purchasing Documents in a Foreign Language

Multi-Language Support Windows

Company Details: Basic Initialization Tab

Languages - Setup Window

Translations Window

General Settings

General Settings: BP Tab

Defining Credit Limits

Activating EDI (Electronic Data Interchange)

General Settings: Budget Tab

General Settings: Services Tab

General Settings: Display Tab

General Settings: Font & Bkgd Tab

General Settings: Path Tab

General Settings: Inventory Tab

General Settings: Cockpit Tab

General Settings: Time Zone Tab

General Settings: Cost Accounting Tab

General Settings: Cash Flow Tab

General Settings: Pricing Tab

General Settings: Hide Functions Tab

General Settings, VAT Tab: Korea

General Settings, DEFIR Path Tab: Portugal

Posting Periods Window

Posting Period Window

Creating Posting Periods

Locking Posting Periods

Modifying Posting Periods

Authorizations

Defining Permission Groups

Defining Authorizations

Copying Authorizations for Other Users or Permission Groups

Modifying Authorizations

Personalizing Main Menu According to Authorizations

Authorizations for Specific Windows and Documents

Tracking Changes in Authorizations

Authorizations Window

Encryption Table: Panama

Additional Authorization Creator

Data Ownership Authorizations Window

Data Ownership Exceptions

Change Log Window

Differences Window

Document Numbering

Defining Additional Numbering Series

Authorizations for Document Type Series

Document Numbering - Setup

Series - Document - Setup

Changing Document Names

Document Numbering: Belgium

Relate Series to Document Window

Setting Default Series

Check Document Numbering

Check Folio Numbering: Mexico and Chile

Document Settings

Document Settings: General Tab

Rounding Method

Document Settings: Per Document Tab

Print Preferences

Printing Documents Automatically

Print Preferences: General Tab

Print Preferences: Per Document Tab

Printing Specific Checks in Canada and U.S.

Print Preferences, Transaction Journal Tab: China

Menu Structure

Defining E-Mail Signatures

Opening Balances

G/L Accounts Opening Balance

Setting Opening Balances for G/L Accounts

G/L Accounts Opening Balance - Selection Criteria

G/L Accounts Opening Balance Window

Business Partners Opening Balance

Setting Opening Balances for Business Partners

Business Partners Opening Balance - Selection Criteria

Business Partners Opening Balance Window

1099 Opening Balance: USA

1099 Opening Balance - Selection Criteria

1099 Opening Balance Window

Implementation Center

Implementation Tasks

Express Configuration

Configuring Companies Using Express Configuration

Express Configuration: Creating a New Company

Express Configuration: Step 1 - Company Details

Express Configuration: Step 2 - Defining Currencies and Exchange

Express Configuration: Step 2 - Defining the Chart of Accounts

Express Configuration: Step 2 - Determining G/L Accounts, Taxes

Express Configuration: Step 2 - Defining Fixed Asset Settings

Express Configuration: Step 2 - Defining the Inventory System

Express Configuration: Step 3 - Banking

Express Configuration: Step 4 - Business Partners

Express Configuration: Step 5 - Defining Inventory-Related Setti

Express Configuration: Step 5 - Enabling Bin Locations and Defin

Express Configuration: Step 6 - Defining Document Settings and D

Express Configuration: Step 6 - Defining Document Numbering, Gro

Express Configuration: Step 7 - Users

Quick Copy

Quick Copy - User Interface

Quick Copy Window

Data Categories and Data Area

Quick Copy Log Manager

Quick Copy Log Details

Quick Copy Log Category Details

Quick Copy Log Instance Details

Working with Quick Copy

Copying Data to Files

Copying Data from Files

Recommended Process for Copying all Configurations to a New Comp

Copying Data Between Companies

Copying Data from Test Environments to Live Environments

Copying Chart of Accounts

Saving Project Files

Working with the Quick Copy Log

Copy Methods

Categories and Copy Methods

Working with Dependencies

Implementation Projects

Implementation Project: Progress Tab

Time Record Window

Implementation Project: Plan Tab

Creating Implementation Projects

Configuration Management

Managing Company Configurations

Implementation Center Path Settings

Branches - Setup Window

Changing a Password

Copying Form Settings from One User to Another

Defining User Defaults

User Defaults Window

User Defaults, General Tab

User Defaults, Defaults Tab

User Defaults, Print Tab

User Defaults: Credit Cards Tab

Sales Employees/Buyers - Setup

Sales Unit Hierarchy - Setup Window: China, Japan and Korea

Defining Territories

Territories - Setup

States - Setup

Commission Groups - Setup

Defining the Calculation of Commissions

Predefined Text - Setup

Setting Up Dashboard Parameters

Languages - Setup Window

Freight - Setup Window

Report and Layout Manager

Report and Layout Manager Window

Report and Layout Manager: Layouts Tab

Report and Layout Manager: Printing Seqs Tab

Report and Layout Manager: Report Details

Report and Layout Manager: Advanced Settings

Report and Layout Export Wizard

Report and Layout Import Wizard

Setting Up Electronic File Formats

Setting Up Generic and Special-Purpose Electronic File Formats

Generating Electronic Reports

Example: Generating EU Sales Report: DE and UK

Setting Up File Formats for Bank Payments

Working with Bank File Formats

Adding Bank File Formats

Crystal Server Configuration

Security

Password Administration

Changing Passwords

Assigning Read-Only DB Users

Site User Window

Local Eras - Setup Window: Japan

Managing SAP HANA Models

Creating Customized SAP HANA Model Packages

Importing and Deploying SAP HANA Models

Selecting Different Languages for SAP HANA Models

Microsoft Excel Interactive Analysis

Pre-Defined Semantic Layers

Creating Pivot Tables from Semantic Layers

Financials

Edit Chart of Accounts - Selection Criteria Window

Edit Chart of Accounts Window

G/L Account Determination

Advanced G/L Account Determination Rules Window

G/L Account Determination: Sales Tab

Control Accounts - Accounts Receivable

G/L Account Determination: Purchasing Tab

Control Accounts - Accounts Payable

G/L Account Determination: General Tab

G/L Account Determination: Inventory Tab

Determination Criteria Window

Working with Multiple Branches

Initializing Branches

Enabling Multiple Branches

Defining Branches

Branches - Setup Window

Assigning Master Data to Branches

Assigning Users to Branches

Defining Default Branches for Users

Defining a Default Branch for the Current Logon

Assigning Business Partners to Branches

Assigning Warehouses to Branches

Assigning Employees to Branches

Assigning G/L Accounts to Branches

Assigning Numbering Series to Branches

Assigning Nota Fiscal Sequences to Branches: Brazil

Performing Functions with Multiple Branches

Using Branch as Key Field for Tax Code Determination

Creating Business Documents for Branches

Duplicating Sales Documents to Purchasing Documents for Branches

Changing Branches for Business Documents

Creating Payments for Branches

Making Centralized Payments Across Branches: Brazil

Performing Period-End Closing for Branches

Filtering G/L Accounts by Branch for Period-End Closing

Using Branches as Selection Criteria for Generating Reports

Places of Business - Setup Window: Korea

Account Segmentation

Segment Name Segment Codes - Setup Window

Currencies - Setup Window

Define Currencies: Russia

Define CCD

Indexes - Setup

Transaction Codes

Projects - Setup Window

CIG Codes and CUP Codes: Italy

Period Indicators - Setup

1099 Table - Setup: USA

1099 Table - Setup Window

1099 Boxes - Setup Window

Doubtful Debts - Setup

Tax

Tax Types - Setup Window: Brazil and India

Specific Tax Type Attributes - Setup Window: Brazil and India

Tax Category - Setup Window: Brazil and India

Tax Groups

Tax Groups - Setup Window

Tax Definition - <XXX> Window

Tax Code Determination

Working with Tax Code Determination Rules

Tax Code Determination - Setup Window

Background: Conditions and Values in Tax Code Determination Rule

Example: Tax Code Determination Rules Applied on Marketing Docum

Tax Code Determination: Brazil and India

Tax Code Determination for Marketing Transactions: Brazil and In

Setting Up Tax Code Determination for Material Items: Brazil and

Setting Up Tax Code Determination for Service Items or Service D

Setting Up Tax Code Determination for Withholding Tax: Brazil

Tax Code Determination - Setup Window: Brazil and India

Tax Code Determination - Setup (Determination Type: Material Ite

Tax Code Determination - Setup Window (Determination Type: Servi

Key Fields Value - Setup Window

Valid Period - Setup Window

Tax Code by Usage - Setup Window

Default WT Code - Setup Window

Withholding Tax Codes

Withholding Tax Codes - Setup Window

Tax Definition - <XXX> Window

Value Range - Setup Window: Brazil

Withholding Tax Definition - Setup Window

Item Classification: Brazil

Service Codes - Setup Window: Brazil

Service Groups - Setup Window: Brazil

Material Groups - Setup Window: Brazil

NCM Codes - Setup Window: Brazil

DNF Codes - Setup Window: Brazil

Nota Fiscal: Brazil

Sequence for Nota Fiscal - Setup Window: Brazil

Sequence - Specific Document Window: Brazil

CFOP Codes - Setup Window: Brazil

CST Codes - Setup Window: Brazil

Usage - Setup Window: Brazil

List of CFOP Window: Brazil

List of CST Window: Brazil

Tax Report Type - Setup Window: Korea

Summary VAT Report Type - Setup Window: Korea

E-Tax Web Site - Setup Window: Korea

Tax Declaration Boxes - Setup

Tax Declaration Boxes - Setup Window

Box Definition # Rows # Setup Window

Sales Tax Jurisdiction Types - Setup: Canada & USA

Sales Tax Jurisdictions: Canada & USA

Jurisdiction Rates - Setup Window

Sales Tax Codes: Canada & USA

Sales Tax Codes - Setup Window

Stamp Tax Groups - Setup

Tax Categories # Setup

Tax Definition - Setup Window

Tax Types - Selection Criteria

Define Tax Types

Tax Codes - Setup Window: Chile, Costa Rica, Guatemala, and Mexi

Tax Codes - Setup Window: Brazil and India

Sequence - Setup Window: India

Sequence - Specific Document Window: India

Default Sequence Window

Excise Register Numbering - Setup: India

Excise Register Numbering - Reset: India

Tax Engine Configuration

Tax Parameter - Setup Window: Brazil and India

Return Values - Setup Window: Brazil and India

Attributes - Setup Window: Brazil and India

Tax Formula - Setup Window: Brazil and India

Tax Formula - Setup Window Operation Field: Brazil and India

Tax Type Combination - Setup Window: Brazil and India

Setting Up Tax for India and Brazil

Setting Up and Using Tax Codes for India and Brazil

Setting Up Default Tax Codes in Purchasing and Sales Documents f

Activating Exchange Rate Difference Handling for Deferred Tax

Activating Tax Reporting According to Model 340: Spain

Managing Vendor Withholding Tax Reports: Israel

Generating Maarechet 1000 and Mivzak Reports

Importing Maarechet 1000 and Mivzak Files

Defining Withholding Tax Settings for Vendors: Israel

Setting Up Deduction Groups for Vendors: Israel

Withholding Tax Determination-Setup

Setting Up Withholding Tax Hierarchies: Israel

Intrastat

Initializing the Intrastat Declaration Function

Upgrade of Intrastat Add-On

Configuring Intrastat Settings

Intrastat Configuration Window

Intrastat Configuration: General Tab

Intrastat Configuration: Intrastat Fields Tab

Configuring Business Partner and Item Intrastat Settings

Business Partner Master Data: Intrastat Settings Tab

Item Master Data: Intrastat Settings Tab

TDS: India

Defining Financial Year Master: India

Defining Sections: India

Defining the Nature of Assessees: India

Defining Certificate Series: India

Cash Flow Line Items - Setup

Sales Opportunities

Defining Sales Stages

Partners - Setup Window

Competitors - Setup

Relationships - Setup Window

Sales

ATP Checking Rule List

Purchasing

Landed Costs - Setup

Business Partners

Countries - Setup Window

Address Formats - Setup Window

Defining Address Formats

Defining Account Segmentation

Defining Customer and Vendor Groups

Defining Business Partner Properties

Business Partner Priorities - Setup Window

Dunning Levels - Setup Window

Dunning Terms - Setup Window

Interest Calculations in Dunning System

Defining Payment Terms

Payment Terms - Setup Window

Assigning Late Payment Fees

Cash Discount - Setup

Installments Window

Calculating the Installments

Defining Payment Blocks

Agents - Setup Window

Closing Date Procedure Window: Japan

Banking

Banks - Setup

Bank Account Validation

Default Values for Bank Account Validation

House Bank Accounts - Setup

Assigning Bank Statement Formats to House Bank Accounts

Credit Cards - Setup

Credit Cards - Setup Window

Payment Terms - Setup Window

Cash Discount - Setup

Installments Window

Calculating the Installments

Credit Card Payment - Setup

Credit Card Payment - Setup Window

Credit Card Payment Methods - Setup

Credit Card Payment Methods - Setup Window

Credit Vendors - Setup

Bank Charges Allocation Codes - Setup

Payment Methods - Setup

Setting Up File Formats for Bank Payments

Currency Selection Window

BoE Property: Brazil

Transact. Type - Setup: Brazil

Portfolio - Setup: Brazil

Instruction - Setup: Brazil

Algorithm File Window: Brazil

BoE Stamp Tax - Setup Window: Japan

Setting Up Bank Statement Processing

Activating Bank Statement Processing

Working with Bank File Formats

Downloading Bank File Formats

Adding Bank File Formats

Assigning a Bank File Format to a Bank

Setting Up Banks

Setting Up House Bank Accounts

Setting Up Internal Bank Operation Codes

Adding Operation Details to Internal Bank Operation Codes

Setting Up External Bank Operation Codes

Setting Up Matching Criteria

Bank Statement Processing Setup Windows

Banks - Setup

House Bank Accounts - Setup

Internal Bank Operation Codes

Operation Details

External Bank Operation Codes

Matching Criteria

Matching Criteria - Documents - Setup

Matching Criteria - BP Journal Entries - Setup

Matching Criteria - Interim Account - Setup

Matching Criteria - External Reconciliation - Setup

Setting Up Bill of Exchange Processing

Inventory

Item Groups - Setup

Warehouses - Setup Window

Warehouses - Setup: General Tab

Warehouses - Setup: Accounting Tab

Warehouses - Setup: Bin Locations Tab

Defining Warehouses

Defining Drop-Ship Warehouses

Removing Warehouses

Units of Measure - Setup

Group Definition - <Group> - Setup Window

Setting Up Unit of Measure Groups

Using Unit of Measure Groups with Weight Factors and UDF Factors

Length and Width - Setup

Weight - Setup

Customs Groups - Setup

Manufacturers - Setup

Shipping Types - Setup

Locations - Setup

Locations - Setup: India

Inventory Cycles - Setup

Cycle Count Determination - Setup

Package Types - Setup

Service

Adding, Updating, and Duplicating Contract Templates

Contract Templates - Setup Window

Setting Up Queues for Service Calls

Queues - Setup Window

Queue Members - Setup

Enabling the Automatic Creation of Customer Equipment Cards

Enabling the Automatic Creation of Contracts

Linking a Territory and a Technician to a Customer

Data Import/Export

Data Import

Importing a Microsoft Excel File

Preparing a Microsoft Excel Import File for Business Partners

Preparing a Microsoft Excel Import File for Items

Preparing a Microsoft Excel Import File for Price Lists

Importing Foreign Journal Transactions (MOVEIN.DAT)

Importing Transactions from SAP Business One

Trans. Import from External Software Window

Import Accounts from Foreign Software: Israel

Import Items from Foreign Software

Import Selection: Israel

Comprehensive Import Window: Israel

Data Export

Exporting Transactions for an External Software Product: Israel

Exporting Transactions to Another Company in SAP Business One

Exporting Transactions to SAP Business One

Export Transactions for Hashavshevet Software: Israel

Export to Sharoni: Israel

Utilities

Period-End Closing

Period-End Closing Window

Period-End Closing - Selection Criteria

Finding G/L Accounts to Include in Financial Reports/Period-End

Period-End Closing Settings Window

Defining the Period-End Closing

Year Transfer: Israel & Netherlands

Select Database

BP Properties

Items - Selection Criteria

Year Transfer - Document Selection

Accounts - Selection Criteria

Transaction Settings

Year Transfer - User-Defined Objects

Update Control Report

Execute Commands: Israel

Restore

Transfer Posting Correction Wizard

Transfer Posting Correction Wizard - Selection Criteria Window

Transfer Posting Correction Wizard - Transaction Selection Windo

Transfer Posting Correction Wizard - Transaction Confirmation Wi

Transfer Posting Correction Wizard - Summary Window

Data Archive Wizard

Revalidate Manual Internal Reconciliations

Revalidate Manual Internal Reconciliations - Selection Criteria

Reconciliations Fail to Pass Revalidation Window

Approval Process

Setting Up and Working with Document Approval Processes

Creating Approval Stages

Updating Approval Stages

Creating Approval Templates

Updating Approval Templates

Viewing and Managing Messages/Alerts

Approving Draft Documents

Saving Drafts as Regular Documents

Canceling and Restarting Approval Procedures

Generating the Approval Status Report

Generating the Approval Decision Report

Approval Process Windows

Approval Stages - Setup Window

Approval Templates - Setup Window

Approval Templates - Setup: Terms Tab

Messages/Alerts Overview Window

Request for Approval Window

Approval Status Report - Selection Criteria Window

Approval Status Report Window

Approval Decision Report - Selection Criteria Window

Approval Decision Report Window

Licenses

Getting a License Key (New Installations)

Getting a License Key (Upgrades)

Importing a License Key File

Allocating Licenses

Creating an Add-On Identifier

Returning Unused Licenses

Signing End User License Agreement (EULA)

Re-Signing EULA

License Windows

License Administration Window

End User License Agreement Window

Add-On Identifier Generator Window

Integration Framework

Integration Administration

Checking Technical Configuration Data for Integration Packages

Integration Packages Setup (All Companies)

Activating or Deactivating Integration Packages

Changing Integration Package Property Values

Add-Ons

Registering Add-Ons

Assigning Add-Ons

Setting Company Preferences

Setting User Preferences

Defining SAP Settings for Add-On Log Files

SAP Add-On Log Files

Add-On Windows

Add-On Manager Window

Add-On Administration Window

Add-On Administration: Company Preferences Tab

Add-On Administration: User Preferences Tab

Working with Workflow

Granting User Authorizations

Importing and Activating Workflow Templates

Removing Workflow Templates

Starting Workflow Instances and Visualizing the Process of the I

Picking Up and Processing the Tasks

Forwarding Tasks to Other Users

Tracking the Status of the Instances

Workflow Windows

Workflow Manager Window

Workflow Instance Window

Workflow Worklist Window

Task Details Window

Workflow Tracking Window

Setting Up and Working with Alerts

Defining Alert Settings

Creating and Activating a User-Defined Alert

Updating an Alert

Deactivating an Alert

Activating a Predefined Alert

Viewing Alerts

Alerts Management Windows

General Settings: Services Tab

Alerts Management Window

Messages/Alerts Overview Window

Send Message

Using the Messages/Alerts Overview Window

Send Message Window

Messages/Alerts Overview Window

Add Recipients

Add Recipients Window: Contact Persons Tab

Add Recipients Window: Users Tab

Add Recipients Window: Distribution List Tab

Creating / Deleting Distribution Lists

Defining / Deleting Recipients

Adding Additional Recipients to a Distribution List

Using the Distribution List to Send a Message

Sending Data or Documents from SAP Business One

Entering an Out of Office Message

Out of Office Window

BI OnDemand Integration Configuration

BI OnDemand Integration Configuration Window

Financials

Chart of Accounts

Setting Up and Working with G/L Accounts

Creating G/L Accounts

Changing, Moving, and Deleting G/L Accounts

Checking G/L Account Balances

Chart of Accounts Windows

Chart of Accounts Window

G/L Account Details Window

Balance Sheet Categories - Setup Window

Profit and Loss Categories - Setup Window

Other Categories - Setup Window

Edit Chart of Accounts - Selection Criteria Window

Edit Chart of Accounts Window

Account Code Generator Window

Segment Codes - Selection Criteria Window

Account Code List Window

Journal Entry

Creating Journal Entries Manually

Creating Journal Entries Based on Posting Templates

Changing the BP Control Account in Journal Entries

Cancelling Journal Entries

Journal Entry Window

Form Settings # Journal Entry Window, Document Tab

Transaction Type Abbreviations Legend

Journal Vouchers

Adding New Journal Vouchers

Adding Entries to Existing Journal Vouchers

Posting Journal Vouchers

Deleting Entries from Journal Vouchers

Removing Journal Vouchers

Journal Vouchers Window

Journal Voucher Entry

Posting Templates

Creating Posting Templates

Creating Journal Entries Based on Posting Templates

Removing Posting Templates

Posting Templates Window

Recurring Posting

Setting Templates for Recurring Postings

Executing Instances of Recurring Postings

Removing Recurring Postings

Recurring Postings Window

Confirmation of Recurring Posting

Reverse Transactions

Posting Reverse Transactions

Reverse Transactions Window

Exchange Rate Differences

Generating Exchange Rate Differences Report

Posting Exchange Rate Differences Transactions

Exchange Rate Differences - Selection Criteria

Properties

Exchange Rate Differences Window

Exchange Rate Differences - Row Details

Conversion Differences

Posting Conversion Differences Transactions

Conversion Differences - Selection Criteria

Conversion Differences Window

Conversion Differences - Row Details

Amount Differences: Russia

Amount Differences - Selection Criteria

Amount Differences - Row Details: RU

Amount Differences - Procedure: RU

Control Account Reposting: Czech Republic, Hungary, Poland, Russ

Control Account Reposting - Selection Criteria

Control Account Reposting - Execution: Czech Republic, Hungary,

1099 Editing: USA

1099 Editing - Selection Criteria

1099 Editing Window

Financial Report Templates

Creating Financial Report Templates Based on Existing Templates

Creating Financial Report Templates

Financial Report Templates Window

Financial Report Templates - Expansion Window

Account Category - Details Window

Choose Copy Template Window

Financial Template - Full Display

Journal Voucher Report: China, Korea, Japan

Journal Voucher Report Window: China, Korea, Japan

Working with Fixed Assets

Upgrade of Fixed Assets Add-On

Enabling Fixed Assets

Defining and Assigning Asset Classes

Asset Classes

Defining and Assigning G/L Accounts

Account Determination

Account Determination - Setup Window

Defining and Assigning Depreciation Methods

Depreciation Types

Depreciation Types - Setup Window

Depreciation Types - Setup Window: General Tab

Depreciation Types - Setup Window: Calculation Tab

Straight Line Method

Straight Line Period Control Method

Declining Balance Method

Multilevel Method

Immediate Write-Off Method

Special Depreciation Method

Manual Depreciation Method

Accelerated Method: Czech Republic and Slovakia

Defining and Assigning Depreciation Areas

Depreciation Areas

Depreciation Areas - Setup Window

Defining and Assigning Asset Attributes

Attribute Groups - Setup Window

Asset Classes - Setup Window

Creating Fixed Assets

Asset Master Data

Asset Master Data Window - Fixed Assets Tab

Asset Master Data Window - Fixed Assets Tab: Overview Subtab

Depreciation Period Control Window

Asset Master Data Window - Fixed Assets Tab: Values Subtab

Asset Master Data Window - Fixed Assets Tab: Depreciation Subtab

Asset Master Data Window - Fixed Assets Tab: Cost Accounting Sub

Consolidation of Journal Entry Rows by Projects and Distribution

Asset Master Data Window - Fixed Assets Tab: Attributes Subtab

Asset Transactions

Capitalization

Capitalization Window

Capitalization Credit Memo

Capitalization Credit Memo Window

Manual Depreciation Window

Depreciation Run

Depreciation Run Window

Depreciation Run - Preview/Results Window

Asset Revaluation

Asset Revaluation Window

Executing a Fiscal Year Change

Fiscal Year Change Window

Asset Depreciation Forecast Report

Asset Depreciation Forecast Report - Selection Criteria

Asset Depreciation Forecast Report Window

Asset History Sheet

Asset History Sheet - Selection Criteria

Asset History Sheet Window

Asset Status Report

Asset Status Report - Selection Criteria

Asset Status Report Window

Asset Transaction Report

Asset Transaction Report - Selection Criteria

Asset Transaction Report Window

Importing Fixed Asset Master Data from Microsoft Excel

Import Fixed Asset Master Data from Excel Window

Importing Data from Fixed Assets Add-On

Fixed Assets Data Migration Wizard, Step 1: Wizard Options

Fixed Assets Data Migration Wizard, Step 2: Migration Parameters

Fixed Assets Data Migration Wizard, Step 3: Summary Report

Fixed Assets Data Migration Wizard, Step 3: Migration Results

Budget

Budget Scenarios

Import Budget Scenarios Window

Copy Budget Scenarios Window

Budget Distribution Methods

Budget Distribution Methods - Setup Window

Budget

Defining the Budget

Budget Scenarios - Setup Window

Budget Scenarios - Setup (Scenario - XXX) Window

Budget Item Details Window

Cost Accounting

Working with Dimensions

Working with Cost Centers and Distribution Rules

Working with Cost Centers

Allocating Expenses/Revenues to Cost Centers

Assigning Cost Centers to Expense/Revenue and COGS Accounts

Working with Distribution Rules

Displaying and Editing Distribution Rules

Defining Cost Accounting Methods for G/L Accounts

Updating Distribution Rules in Accounting Documents and Manual J

Specifying One-Time Distribution Rules

Working with Accrual Types

Recording Differences Between Financial Accounting and Cost Acco

Cost Accounting Reports

Cost Center Report

Distribution Report

Cost Accounting Summary Report

Budget versus Cost Accounting

Cost Accounting Reconciliation Report

Cost Accounting Windows

Dimensions Window

Cost Centers - Setup Window

Distribution Rules - Setup Window

Distribution Rule History Window

Table of Cost Centers and Distribution Rules Window

Cost Center Hierarchy Window

Accrual Types - Setup Window

Cost Center Report Window

Distribution Report Window

Cost Accounting Summary Report Window

Budget versus Cost Accounting Window

Cost Accounting Reconciliation Report Window

Revaluation

G/L Accounts Revaluation: Chile and Mexico

G/L Accounts Revaluation Wizard (Chile, Costa Rica, Guatemala an

G/L Accounts Revaluation Wizard, Recommendation for Postings

G/L Accounts Revaluation Wizard, Select G/L Accounts

Cost of Sale Revaluation: Mexico

Inventory Revaluation Wizard: Mexico and Chile

TDS: India

Processing Adjustment Entry: India

Generating Form 16A: India

Form 16 A Report Window: India

Setting Up Acknowledgement Numbers: India

Generating Quarterly eTDS File: India

Financial Reports

Electronic Reports

Generating Electronic Reports

EU Sales Report - General Parameters

XML Audit File - General Parameters

Generating IRAS Audit File: Singapore

Accounting

G/L Accounts and Business Partners

G/L Accounts and Business Partners Window

General Ledger

Expanded Selection Criteria

Series Selection

Revaluation - Selection Criteria

Selecting Control Accounts in the General Ledger Report (BP View

Summarizing Control Accounts in the General Ledger Report

General Ledger Window

Printing Totals by Control Account in the General Ledger Report

Aging

Customer Receivables Aging

Customer Receivables Aging Report

Vendor Liabilities Aging

Vendor Liabilities Aging Report

Transaction Journal Report

Transaction Journal Report Window

Transaction Report by Projects

Transaction Report by Projects Window

Document Journal

Document Journal: Detailed Transactions

Document Journal: Month Totals Mode

Cash Flow Reference Report

Expanded Selection Criteria

Series Selection

1099/1096 Report: USA

1099/1096 Report - Selection Criteria

1099 Report - Selection Criteria

1099 Box - Selection Criteria

1099/1096 Form Printing

1099 Detailed Report per Vendor Window

SPED Fiscal: Brazil

Tax

Tax Report Generation: Belgium, Germany, Netherlands, Spain, and

Tax Report Generation - Selection Criteria Window: Belgium, Germ

Tax Report - Generation

Tax Report

Tax Report: Europe

Preparing the VAT Annual List Report (Italy)

Preparing the Blacklist Country Report (Italy)

Tax Report Window

Tax Report - Declaration

Tax Report - Register Book

Tax Report: Canada and USA

Tax Report - Selection Criteria Window

Tax Code Report Window

Tax Jurisdiction Report Window

Tax Settlements - Transaction Details: Canada

Impact of Freight and Discount on VAT: Korea

Summary VAT Report

Summary VAT Report Window

Tax Invoice Report

Tax Invoice Report Window

Impact of Down Payment on VAT: Korea

Withholding Tax Report

Withholding Tax Report - Selection Criteria

Vendor Selection

Customer Selection

Withholding Tax Report by Business Partner Window

Vendor Mode - Detailed Format Window

Withholding Tax Report by WTax Code Window

Withholding Tax Table

Tax Report: Israel

835874 Report - Refund Report

Report 856: Israel

Report 856 Window

Tax Report Window: Israel

Tax Report Detailed by Months

PCN874 Report: Israel

Generating a PCN874 Report: Israel

PCN 874 Report Window: Israel

Exporting Data with a Standard Format: Israel

Using the Open Interface: Israel

Open Interface - Selection Criteria

Generating a List of Balances

Generating a List of Documents

Withholding Tax Report: Israel

Withholding Tax Report Window

Specified Deduction at Source Report for Vendor

Vendor Withholding Tax - Selection Criteria

Withholding Tax Report: UK

Tax Summary Report: Italy

Tax Summary Report - Selection Criteria

Tax Summary Report Window

Tax Reconciliation Report

Tax Reconciliation Report - Selection Criteria

Accounts - Selection Criteria

Tax Report - Reconciliation Window

Tax Declaration Box Report

Tax Declaration Box - Selection Criteria

Tax Report - Declaration Window

Annual Sales List: Belgium

Annual Sales List - Selection Criteria

Annual Sales List Window

Sales and Purchase Report: Chile, Costa Rica, Guatemala & Mexico

Sales and Purchase Ledger - Selection Criteria

Tax Report - Selection Criteria

Sales or Purchase Ledger : Chile

Sales or Purchase Ledger: Costa Rica, Guatemala and Mexico

Deferred Sales and Purchase Ledger: Costa Rica, Guatemala & Mexi

Deferred Sales and Purchase Ledger - Selection Criteria

Deferred Sales or Purchase Ledger Window

EU Sales Report: Europe

EU Sales Report - Selection Criteria

EU Sales Report Window

Advances on Corporate Income Tax on Sales Report: Israel

Advances on Corporate Income Tax on Sales Report Window

Stamp Tax Report: Portugal

Stamp Tax Report - Selection Criteria

Stamp Tax Report Window

Working With 340 Reports: Spain

Generating New Tax Reports According to Model 340: Spain

Tax Report Generation Window: Spain

Adjusting an Existing 340 Tax Report: Spain

Replacing a 340 Tax Report: Spain

Checking 340 Tax Reports and Creating a Submission File: Spain

Tax Report-Register Book Window

347 Report: Spain

347 Report Window

349 Report: Spain

349 Report - Selection Criteria

349 Report Window

Tax Tool: Brazil

Input VAT Report: Hungary

Input/Output VAT Report - Selection Criteria

Input/Output VAT Report Window

Output VAT Report: Hungary

Input/Output VAT Report - Selection Criteria

Input/Output VAT Report Window

Input VAT Analytical Report - Selection Criteria

VAT Error Report

Generating Extended Tax Reports: Germany, Spain and UK

Tax Report Generation - Selection Criteria Window: Belgium, Germ

Tax Report - Generation

Business Activity Statement Reporting: Australia, Czech Republic

Defining BAS Codes: Australia, Czech Republic, Netherlands, Port

BAS Code Definitions Window: Australia, Czech Republic, Netherla

Generating BAS Reports: Australia, Czech Republic, Netherlands,

Retrieving BAS Reports and Saving Report Data: Australia, Czech

Sales and Purchase Ledger Reports - Creation Procedure: RU

Deferred Tax and Exchange Rate Differences: Costa Rica, France,

Financial

Balance Sheet

Balance Sheet - Selection Criteria

Balance Sheet Revaluation

Balance Sheet Window

Revaluation - Selection Criteria

Trial Balance

Trial Balance - Selection Criteria

Expanded Selection Criteria

Trial Balance Report Details by Control Account

Trial Balance Window

Profit and Loss Statement

Profit and Loss Statement - Selection Criteria

Profit and Loss Statement Revaluation

Profit and Loss Statement Window

Cash Flow

Cash Flow - Selection Criteria

Cash Flow Window

Cash Report: Czech Rep., Hungary, Poland, Russia, & Slovakia

Cash Report - Selection Criteria

Cash Report Window

Cash Flow Report

Cash Flow Statement Selection Criteria

Cash Flow Report Window

Creating a Cash Flow Report

Setting Up the Cash Flow Report: Canada and United States

Shareholder's Rights and Interests Changing Report - China

Comparison

Balance Sheet Comparison

Balance Sheet Comparison Window

Trial Balance Comparison

Trial Balance Comparison Window

Profit and Loss Statement Comparison - Selection Criteria

Profit and Loss Statement Comparison Window

Budgets

Budget Report

Budget Report Window

Balance Sheet Budget Report

Balance Sheet Budget Report Window

Trial Balance Budget Report

Trial Balance Budget Report Window

Profit and Loss Statement Budget Report

Profit and Loss Statement Budget Report - Selection Criteria

Profit and Loss Statement Budget Report Window

Working with Intrastat Declarations

Creating a New Declaration

Creating a Nil Declaration

Correcting an Executed Declaration

Generating a File for a Saved Declaration

Using the Intrastat Declaration Wizard

Intrastat Declaration Wizard: Step 1 - Starting or Loading a Dec

Intrastat Declaration Wizard: Step 2 - Specifying Data Required

Intrastat Declaration Wizard: Step 3 - Specifying Country-Specif

Intrastat Declaration Wizard: Step 4 - Updating Business Partner

Intrastat Declaration Wizard: Step 5 - Updating Item Intrastat D

Intrastat Declaration Wizard: Step 6 - Editing Transactional Dat

Intrastat Declaration Wizard: Step 7 - Generating the Declaratio

Intrastat Declaration Wizard: Step 8 - Reviewing the File Genera

Data Collection Rules

Data Collection Rules: Intrastat Business Documents

Data Collection Rules: Canceled Documents and Cancellation Docum

Data Collection Rules: Declaration Period

Data Collection Rules: Calculations

Data Collection Rules: Sales BOM Structured Items

Data Collection Rules: Triangular Deal Transactions

Support for IFRS in SAP Business One

Creating an IFRS Setup in SAP Business One

Setting Up Reference Field Links and UDF Links for IFRS

Reference Field Definition: Special Considerations

Setting Filters on Reports for IFRS

Finding G/L Accounts to Include in Financial Reports/Period-End

Account Category - Details Window

GB Interface Wizard - China

GB Interface Wizard, Electronic Account Book

GB Interface Wizard, G/L Account Master Records

GB Interface Wizard, Departments

GB Interface Wizard, Employees

GB Interface Wizard, Business Partners

GB Interface Wizard, Projects

GB Interface Wizard, G/L Account Balance

GB Interface Wizard, Accounting Vouchers

GB Interface Wizard, Enterprise's Balance Sheet

GB Interface Wizard, Enterprise's Profit and Loss Statement

GB Interface Wizard, Enterprise's Cash Flow Statement

GB Interface Wizard, Devalue Provision of Enterprise Assets

GB Interface Wizard, Shareholder's Rights and Interests Changing

GB Interface Wizard, Enterprise's Profit Distribution Report

GB Interface Wizard, Small Enterprise's Cash Flow Statement

GB Interface Wizard, Enterprise's VAT Payable Detail Report

Cash Flow Forecast Window

Configuration Area

Company Overview

Business Object Details

VAT Calculation, EU

Incoming Excise Invoice: India

Outgoing Excise Invoice: India

Sales Opportunities

Managing Sales Opportunities

Adding Sales Opportunities

Closing and Deleting Sales Opportunities

Sales Opportunity Window

Sales Opportunity: General Area Fields

Sales Opportunity: Potential Tab

Sales Opportunity: General Tab

Sales Opportunity: Stages Tab

Sales Opportunity: Partners Tab

Sales Opportunity: Competitors Tab

Sales Opportunity: Summary Tab

Linked Document

Sales Opportunity: Attachments Tab

Sales Opportunity Reports

Opportunities Forecast

Opportunities Forecast - Selection Criteria

Opportunities Forecast Report Window

Opportunities Forecast Over Time

Opportunities Forecast Over Time - Selection Criteria

Opportunities Forecast Over Time Window

Opportunity Statistics

Opportunity Statistics - Selection Criteria

Opportunity Statistics Window

Opportunities Report

Opportunities Report - Selection Criteria

Opportunities Window

Stage Analysis

Stage Analysis - Selection Criteria

Stage Analysis Window

Information Source Distribution Over Time

Information Source Distribution Over Time - Selection Criteria

Information Source Distribution Over Time Window

Won Opportunities

Won Opportunities - Selection Criteria

Won Opportunities Window

Lost Opportunities

Lost Opportunities - Selection Criteria

Lost Opportunities Window

My Open Opportunities

My Closed Opportunities

Opportunities Pipeline

Opportunities Pipeline - Selection Criteria

Opportunities Pipeline Window

Dynamic Opportunity Analysis

Dynamic Opportunity Analysis: Form Settings

Displaying the Dynamic Opportunity Analysis Report

Sales - A/R

Sales Process in SAP Business One

Creating Sales Documents

Manually Changing COGS Accounts in Sales Documents

Creating Sales and Purchasing Documents with Negative Totals

Updating and Deleting Posted Sales Documents

Canceling Sales and Purchasing Documents

Canceling Documents with Cancellation Documents

Cancellation of Documents with Serial Number and Batch-Managed I

Cancellation of Documents with Items Stored in Bin Location

Cancellation of Documents Involving Down Payments

Canceling Documents with Fixed Assets

Posting for Canceling Documents with FIFO Items

Reporting for Canceled and Cancellation Documents

Reusing Document Numbers (RU)

Reusing Nota Fiscal Numbers (BR)

Copying Sales and Purchasing Documents

Copying Sales Documents

Drop Shipping

Creating Sales and Purchase Orders for Drop Shipping

Managing Freight Charges

Adjusting Freight Amounts in Goods Receipts PO Based on A/P Rese

Freight Charges Window

Freight Distribution Details Window: Brazil

Backorder Processing

Dunning

Sales Quotation

Sales Quotation: General Area

Sales Document: Contents Tab

Alternative Items - Selection Criteria

Sales Quotation: Logistics Tab

Sales Quotation: Accounting Tab

Sales Documents (Non-NF) Tax Tab: Brazil

Total Per Tax Category: Brazil

Sales Documents, Tax Tab: India

Updating Sales Quotations

Sales Order

Sales Order: General Area

Sales Document: Contents Tab

Sales Order: Logistics Tab

Sales Order: Accounting Tab

Sales Documents (Non-NF) Tax Tab: Brazil

Total Per Tax Category: Brazil

Sales Documents, Tax Tab: India

Updating and Cancelling Sales Orders

Procurement Confirmation

Creating Purchase Orders Directly from Sales Orders

Consolidating Multiple Sales Orders for Purchasing

Creating Production Orders Directly from Sales Orders

Consolidating Multiple Sales Orders for Production

Item Availability Check

Delivery

Delivery: General Area

Sales Document: Contents Tab

Delivery: Logistics Tab

Delivery: Accounting Tab

Sales Documents (NF) Tax Tab: Brazil

Total Per Tax Category: Brazil

Sales Documents, Tax Tab: India

Closing Deliveries

Defining and Printing Packing Slips

Packing Slip Window

Return

Return: General Area

Sales Document: Contents Tab

Return: Logistics Tab

Return: Accounting Tab

Sales Documents (NF) Tax Tab: Brazil

Total Per Tax Category: Brazil

Sales Documents, Tax Tab: India

Down Payments

Down Payment Request Process

Down Payment Request Process: CN, JP, KO, RU

A/R Down Payment Request

A/R Down Payment Documents: General Area

Tax Details: CZ, SK

Sales Document: Contents Tab

Down Payments to Draw

A/R Down Payment Documents: Logistics Tab

A/R Down Payment Documents: Accounting Tab

Sales Documents, Tax Tab: India

Down Payment Invoice Process

A/R Down Payment Invoices Process: Canada & USA

Down Payment Process: CZ, HU, PL, SK

A/R Down Payment Invoice

A/R Down Payment Documents: General Area

Tax Details: CZ, SK

Sales Document: Contents Tab

A/R Down Payment Documents: Logistics Tab

A/R Down Payment Documents: Accounting Tab

Sales Documents, Tax Tab: India

A/R Invoice

A/R Invoice: General Area

Payments List

Payments List Window

Tax Details: CZ, SK

Down Payments to Draw

Sales Document: Contents Tab

A/R Invoice: Logistics Tab

A/R Invoice: Accounting Tab

Installments Window

A/R Export Invoice: Chile

A/R Invoice Exempt: Chile

A/R Bill: Chile

A/R Exempt Bill: Chile

A/R Debit Memo: Chile, Costa Rica, Guatemala, Mexico

Sales Documents (NF) Tax Tab: Brazil

Total Per Tax Category: Brazil

Sales Documents, Tax Tab: India

Creating A/R Invoices Based on A/R Down Payment Invoices: Canada

Defining and Printing Packing Slips

Packing Slip Window

A/R Correction Invoice: CZ, HU, PL, RU, SK

Tax Details: CZ, SK

A/R Correction Invoice Reversal: CZ, HU, PL, RU, SK

A/R Invoice + Payment

Defining and Printing Packing Slips

Packing Slip Window

A/P and A/R Tax Invoice - General Information

A/R Credit Memo

A/R Credit Memo: General Area

Tax Details: CZ, SK

Sales Document: Contents Tab

A/R Credit Memo: Logistics Tab

A/R Credit Memo: Accounting Tab

Sales Documents (NF) Tax Tab: Brazil

Total Per Tax Category: Brazil

Sales Documents, Tax Tab: India

VAT Correction, Portugal and Belgium

A/R Reserve Invoice

Crediting A/R Reserve Invoices

A/R Reserve Invoice: General Area

Sales Document: Contents Tab

A/R Reserve Invoice: Logistics Tab

A/R Reserve Invoice: Accounting Tab

A/R Monthly Invoice Report: Japan

A/R Monthly Invoice Report Window: Japan

A/R Monthly Invoice Report: Japan

A/R Monthly Invoice Report Window: Japan

Recurring Transactions

Managing Recurring Transactions Templates

Managing Recurring Transactions

Document Generation Wizard

Running the Document Generation Wizard

Document Generation Wizard, Step 1: Document Generation Options

Document Generation Wizard, Step 2: Target Document

Document Generation Wizard: Retail Stores (Israel Only)

Document Generation Wizard, Step 3: Base Documents

Document Generation Wizard, Step 4: Consolidation Options

Document Generation Wizard, Step 5: Customers

Document Generation Wizard, Step 6: Messages and Alerts

Document Generation Wizard, Step 7: Save & Execute Options

Document Generation Wizard, Step 8: Summary Report

Draw Document Wizard

Draw Document Wizard Window

Draw Document Wizard: Select Withholding Tax Line to Copy

Draw Document Wizard: Select Freight Charges to Copy

Managing Document Drafts

Saving Documents as Drafts

Creating Regular Documents from Drafts

Deleting Drafts (Sales A/R and Purchasing A/P)

Document Drafts - Selection Criteria

Document Drafts Window

Document Printing

Document Printing - Selection Criteria

Print Documents Window

Printing Documents Automatically

Folio Number Assignment: CL, CR, GT, MX

Assigning Folio Numbers: CL, CR, GT, MX

Checking Folio Numbering: CL, CR, GT, MX

Folio Number Assignment - Selection Criteria: CL, CR, GT, MX

Folio Number Assignment: Printed Document Selection (CL, CR, GT,

Folio Number Assignment: Folio Number Determination (CL, CR, GT,

Folio Number Confirmation: Folio Number Determination (CL, CR, G

Folio Number Confirmation: Printed Document Selection (CL, CR, G

Dunning Wizard

Dunning Wizard, Step 1: Wizard Options

Dunning Wizard, Step 2: General Parameters

Dunning Wizard, Step 3: Business Partner - Selection Criteria

Dunning Wizard, Step 4: Document Parameters

Dunning Wizard, Step 5: Recommendation Report

Dunning Wizard, Step 6: Recommended Service Invoices

Dunning Wizard, Step 7: Processing

Dunning Wizard, Step 8: Summary Report

Form No. Batch Update: India

Form No. Batch Update Window

Sales Reports

Open Items List

Sales Analysis

Sales Analysis Report - Selection Criteria

Sales Analysis Report: Customers Tab

Sales Analysis Report: Items Tab

Sales Analysis Report: Sales Employee Tab

Sales Analysis By Different Selection Criteria

Sales Analysis Report: Detailed View

Graph Settings

Backorder Report - Selection Criteria

Backorder Report

Goto Menu - Sales and Purchasing Documents

Gross Profit

Opening and Closing Remarks

Item Availability Check

Calculating Volume and Weight

Serial No. and Batch No. Transaction Reports

Withholding Tax Table

Additional Information

Adjusting Tax Amount

Define Tax Amount Distribution Window - Brazil

Form Settings for Sales Documents

Tax Calculation in Sales Documents

Saving Documents and Reports Exported to Microsoft Word

Purchasing - A/P

Purchasing Process in SAP Business One

Creating Purchasing Documents

Purchasing Documents

Multiple Shipping Addresses in Purchasing Documents

Managing Freight Charges

Adjusting Freight Amounts in Goods Receipts PO Based on A/P Rese

Freight Charges Window

Freight Distribution Details Window: Brazil

Copying Sales and Purchasing Documents

Copying Purchasing Documents

Updating and Deleting Posted Purchasing Documents

Canceling Sales and Purchasing Documents

Canceling Documents with Cancellation Documents

Cancellation of Documents with Serial Number and Batch-Managed I

Cancellation of Documents with Items Stored in Bin Location

Cancellation of Documents Involving Down Payments

Canceling Documents with Fixed Assets

Posting for Canceling Documents with FIFO Items

Reporting for Canceled and Cancellation Documents

Reusing Document Numbers (RU)

Reusing Nota Fiscal Numbers (BR)

Creating Purchase Requests

Requesting Quotations

Creating Purchase Quotations

Recording Vendor Replies

Comparing Purchase Quotations

Closing, Canceling, and Removing Purchase Quotations

Purchase Order

Purchase Order: General Area

Freight Charges Window

Freight Distribution Details Window: Brazil

Purchasing Documents: Contents Tab

Purchase Order: Logistics Tab

Purchase Order: Accounting Tab

Purchasing Documents (Non-NF) Tax Tab: Brazil

Purchasing Documents, Tax Tab: India

Updating Purchase Orders

Canceling Purchase Orders

Closing Purchase Orders

Goods Receipt PO

Goods Receipt PO: General Area

Purchasing Documents: Contents Tab

Goods Receipt PO: Logistics Tab

Goods Receipt PO: Accounting Tab

Purchasing Documents (NF) Tax Tab: Brazil

Purchasing Documents, Tax Tab: India

Closing Goods Receipt POs

Goods Return

Goods Return: General Area

Purchasing Documents: Contents Tab

Goods Return: Logistics Tab

Goods Return: Accounting Tab

Purchasing Documents (NF) Tax Tab: Brazil

Purchasing Documents, Tax Tab: India

Closing Goods Returns

Down Payments

Down Payment Request Process

Down Payment Request Process: CN, JP, KO, RU

A/P Down Payment Request

A/P Down Payment Document: General Area

Tax Details: CZ, SK

Purchasing Documents: Contents Tab

Down Payments to Draw

A/P Down Payment Document: Logistics Tab

A/P Down Payment Document: Accounting Tab

Purchasing Documents, Tax Tab: India

Down Payment Invoice Process

Down Payment Process: CZ, HU, PL, SK

A/P Down Payment Invoice

A/P Down Payment Invoices: Canada & USA

A/P Down Payment Document: General Area

Tax Details: CZ, SK

Purchasing Documents: Contents Tab

A/P Down Payment Document: Logistics Tab

A/P Down Payment Document: Accounting Tab

Purchasing Documents, Tax Tab: India

A/P Invoice

A/P Invoice: General Area

Tax Details: CZ, SK

Down Payments to Draw

Payments List

Payments List Window

Purchasing Documents: Contents Tab

A/P Invoice: Logistics Tab

A/P Invoice: Accounting Tab

Purchasing Documents (NF) Tax Tab: Brazil

Purchasing Documents, Tax Tab: India

Creating Self Invoices: Italy and Spain

A/P Correction Invoice: CZ, HU, PL, RU, SK

Creating A/P Correction Invoices: CZ, HU, PL, SK

A/P Correction Invoice: General Area CZ, HU, PL, RU, SK

Tax Details: CZ, SK

A/P Correction Invoice: Contents Tab CZ, HU, PL, RU, SK

A/P Correction Invoice - Example: CZ, HU, PL, RU, SK

A/P Correction Invoice Reversal: CZ, HU, PL, RU, SK

A/P Tax Invoice: Russia

A/P and A/R Tax Invoice - General Information

A/P Credit Memo

A/P Credit Memo: General Area

Tax Details: CZ, SK

Purchasing Documents: Contents Tab

A/P Credit Memo: Logistics Tab

A/P Credit Memo: Accounting Tab

VAT Correction, Portugal and Belgium

A/P Debit Memo: Chile, Costa Rica, Guatemala, Mexico

A/P Reserve Invoice

A/P Reserve Invoice: General Area

Purchasing Documents: Contents Tab

A/P Reserve Invoice: Logistics Tab

A/P Reserve Invoice: Accounting Tab

Crediting A/P Reserve Invoices

A/P Monthly Invoice Report: Japan

A/P Monthly Invoice Report Window: Japan

Recurring Transactions

Managing Recurring Transactions Templates

Managing Recurring Transactions

Draw Document Wizard

Draw Document Wizard Window

Draw Document Wizard: Select Withholding Tax Line to Copy

Draw Document Wizard: Select Freight Charges to Copy

Managing Document Drafts

Saving Documents as Drafts

Creating Regular Documents from Drafts

Deleting Drafts (Sales A/R and Purchasing A/P)

Document Drafts - Selection Criteria

Document Drafts Window

Calculating Landed Costs for Imported Goods

Defining Imported Goods

Landed Costs - Setup

Defining G/L Accounts for Landed Costs (Perpetual Inventory Comp

Updating an Item's Cost Price with Landed Costs (Perpetual Inven

Updating an Item's Cost Price with Landed Costs (Non-Perpetual I

Landed Costs Window

Landed Costs: General Area

Landed Costs: Items Tab

Landed Costs: Costs Tab

Landed Costs: Vendors Tab

Landed Costs: Details Tab

Landed Costs: General Tab

Document Printing

Document Printing - Selection Criteria

Print Documents Window

Printing Documents Automatically

Form No. Batch Update: India

Form No. Batch Update Window

Folio Number Assignment: CL, CR, GT, MX

Assigning Folio Numbers: CL, CR, GT, MX

Checking Folio Numbering: CL, CR, GT, MX

Folio Number Assignment - Selection Criteria: CL, CR, GT, MX

Folio Number Assignment: Printed Document Selection (CL, CR, GT,

Folio Number Assignment: Folio Number Determination (CL, CR, GT,

Folio Number Confirmation: Folio Number Determination (CL, CR, G

Folio Number Confirmation: Printed Document Selection (CL, CR, G

Purchasing Reports

Open Items List

Purchase Analysis

Purchase Analysis - Selection Criteria

Purchase Analysis: Vendors Tab

Purchase Analysis: Items Tab

Purchase Analysis: Sales Employee Tab

Purchase Analysis Report

Purchase Analysis Report: Detailed View

Graph Settings

Purchase Request Report

Creating Purchase Quotations or Purchase Orders from Purchase Re

Goto Menu - Sales and Purchasing Documents

Opening and Closing Remarks

Item Availability Check

Calculating Volume and Weight

Serial No. and Batch No. Transaction Reports

Withholding Tax Table

Business Partners

Business Partner Master Data

Managing Business Partner Master Data

Removing Business Partners

Displaying and Updating Business Partners

Adding New Business Partners

Business Partner Master Data Window

Business Partner Master Data: General Area

Account Balance Window

BP Account Balance by Control Account

Business Partner Master Data: General Tab

Business Partner Master Data: Contact Persons Tab

Business Partner Master Data: Addresses Tab

Counties for Specific State Window: Brazil

Business Partner Master Data: Payment Terms Tab

Business Partner Bank Accounts - Setup Window

Payment Dates

Business Partner Master Data: Payment Run Tab

Defining Payment Blocks

Payment Blocks - Setup Window

Business Partner Master Data Accounting Tab, General

Business Partner Master Data: Accounting Tab, Tax

Fiscal IDs: Brazil

Tax Information: India

Vendor Type - Setup: India

Tax Exemption Letter

WTax Codes Allowed

Business Partner Master Data: Intrastat Settings Tab

Business Partner Master Data: Properties Tab

Business Partner Master Data: Remarks Tab

Activities Management

Creating and Updating Activities

Duplicating Activities

Closing, Disabling, and Deleting Activities

Creating Activities in the Calendar Window

Activity Window

Activity: General Area

Activity Statuses - Setup

Activity: General Tab, Meeting

Activity: General Tab, Phone Call

Activity: General Tab, Task

Activity: General Tab, Note

Activity: General Tab, Other

Activity: Attachments Tab

Activity: Content Tab

Activity: Linked Document Tab

Calendar Window

Creating Activities in the Calendar Window

Defining Calendar Settings

Calendar Settings: General Tab

Calendar Settings: Work Week Tab

Calendar Settings: Users Tab

Blanket Agreements

Managing Blanket Agreements

Displaying Available Blanket Agreements

Purchasing Goods Related to a Blanket Agreement

Selling Goods Related to a Blanket Agreement

How to Work with Blanket Agreements

Blanket Agreement: General Area

Blanket Agreement: General Tab

Blanket Agreement: Items Tab

Blanket Agreement Details

Blanket Agreement: Documents Tab

Internal Reconciliations

Automatic System Reconciliation

Interim Accounts

Allocation Account, Expense Clearing Account, Stock in Transit A

WIP Inventory Account

Deferred Tax Account

Down Payment Interim Account, Down Payment Clearing Account

Reconciliation

BP Internal Reconciliation - Selection Criteria: Manual

Internal Reconciliation Printing Preferences

Internal Reconciliation Window

Reconciliation Window

Manage Previous Reconciliations

Manage Previous Internal Reconciliations - Selection Criteria

Manage Previous Internal Reconciliations Window

Business Partner Reports

My Activities

Activities Overview Report

Activities Overview - Selection Criteria

Activities Overview Report Window

Inactive Customers

Inactive Customers - Selection Criteria

Dunning History Report

Dunning History Report - Selection Criteria

Dunning History Summary Report

Inventory Status Report

Inventory Status - Selection Criteria

Inventory Status Window

Customers Receivables by Customer Cross-Section Report

Customers Receivables by Customer Cross-Section Report Window

Customers Credit Limit Deviation

Aging

Customer Receivables Aging

Customer Receivables Aging Report

Vendor Liabilities Aging

Vendor Liabilities Aging Report

Campaign Management

Creating and Maintaining a Target Group

Creating a Campaign Using the Campaign Generation Wizard

Campaign Generation Wizard, Step 1: Campaign Generation Options

Campaign Generation Wizard, Step 2: Campaign Details

Campaign Generation Wizard, Step 3: Business Partners

Campaign Generation Wizard, Step 4: Save & Execute Options

Campaign Generation Wizard, Step 5: Summary Report

Managing the Campaign Data

Campaign Window

Filtering Campaign Response E-Mails Using the Common Functions W

Viewing the Campaign List Report

Banking

Incoming Payments Main-Menu Option

Incoming Payments

Creating Incoming Payments for All Currency Customers

Canceling Incoming Payments

Creating Incoming Payments on Account

Creating Incoming Payments for Partial Amount

Creating Incoming Payments from Vendors

Creating Incoming Payments for Specific Invoices

Incoming Payments: Customer & Vendor

Incoming Payments: Customer & Vendor - Table Area

Incoming Payments: Account

Payment Means

Payment Means: General Area

Payment Means: Check Tab

Payment Means: Bank Transfer Tab

Payment Means: Credit Card Tab

Payment Means: Cash Tab

Payment Means: Bill of Exchange Tab

Check Register

Endorsing Checks

Canceling Checks

Check Register - Selection Criteria

Check Register Window

Credit Card Management

Cancelling Credit Card Vouchers

Endorsing Credit Card Vouchers

Credit Card Management - Selection Criteria

Credit Card Management Window

Credit Card Summary

Updating References for Credit Card Vouchers

Credit Card Summary - Selection Criteria

Credit Card Summary Window

Credit Card Vouchers for Update Window

Depositing Credit Card Vouchers

Canceling Deposits from Checks

Deposit: General Area

Deposit: Checks Tab

Deposit: Credit Card Tab

Commission Window

Deposit: Cash Tab

Deposit: Bill of Exchange Tab: Belgium, Brazil, Chile, China, Fr

Postdated Check Deposit

Depositing Postdated Checks

Postdated Check Deposit Window

Postdated Credit Voucher Deposit

Depositing Postdated Credit Vouchers

Postdated Credit Voucher Deposit Window

Outgoing Payments Main-Menu Option

Outgoing Payments

Creating Outgoing Payments for Multiple G/L Accounts

Creating Outgoing Payments for Customer

Creating Outgoing Payments

Outgoing Payments: Vendor & Customer

Outgoing Payments: Vendor & Customer - Table Area

Outgoing Payments: Account

Outgoing Payments: P.L.A.: India

Creating Outgoing Payments: TDS: India

TDS Entries: India

Payment Means

Payment Means: General Area

Payment Means: Check Tab

Payment Means: Bank Transfer Tab

Payment Means: Credit Card Tab

Payment Means: Cash Tab

Payment Means: Bill of Exchange Tab

Checks for Payment

Adding Checks for Payment

Checks for Payment Window

Choose Bank Window

Void Checks for Payment

Voiding Checks for Payment

Void Checks for Payment - Selection Criteria

Bank Codes Window

Void Checks for Payment Window

Voiding Checks for Payment Window

Checks for Payment Drafts

Checks for Payment Drafts Window

Working with Bills of Exchange

Managing Bills of Exchange

Bill of Exchange Management: Selection Window

Bill of Exchange Management Window

Deposited - Details

Bill of Exchange Transactions

Bill of Exchange Transactions Window

Bill of Exchange - Receivables

Bill of Exchange - Receivables Window

Bill of Exchange - History

Bill of Exchange - History Window

Bill of Exchange - Payables

Bill of Exchange - Payables Window

Bill of Exchange - History

Bill of Exchange - History Window

Bill of Exchange Register

Bill of Exchange Register - Selection Criteria

Bill of Exchange Register Window

Canceling a Bill of Exchange

Working with the Payment Wizard

Payment Wizard: Step 1 - Payment Run Selection

Payment Wizard: Step 2 - General Parameters

Payment Wizard: Step 3 - Business Partner - Selection Criteria

Payment Wizard: Step 4 - Document Parameters

Payment Wizard: Step 5 - Payment Method - Selection Criteria

Payment Wizard: Step 6 - Recommendation Report

Payment Wizard: Step 7 - Save Options

Payment Wizard: Step 8 - Payment Run Summary and Printing

Payment Wizard Reports

Non-Included Trans. Report

Country Summary Report

Currency Summary Report

BP Summary Report

Payment Method Summary Report

Bank Account Summary Report

Payment Summary Report

Generating the Payment Orders Report

Paying Negative Totals Using the Payment Wizard

Tax Payment Wizard: India

Tax Payment Wizard - Wizard Options

Tax Payment Wizard - General Parameters

Tax Payment Wizard - Saving Options

Tax Payment Wizard - Tax Payment: CENVAT

Tax Payment Wizard - Tax Payment: Service Tax

Tax Payment Wizard - Tax Payment: VAT and Tax Category

Tax Payment Wizard - Tax Payment: Other

Tax Payment Wizard - Challan Information

Tax Payment Wizard - VAT Refund

Tax Payment Wizard - Confirm Message

Combined Cash Flow Assignment Window

Working with Bank Statement Processing

Using Bank Statement Processing

Entering Bank Statements

Importing Bank Statements Automatically

Adding Bank Statements Manually

Accessing Bank Statements

Creating a Draft Bank Statement

Validating Posting Proposals

Performing Manual Reconciliation

Setting Matching Criteria for Manual Reconciliation of Business

Processing Multiple Payments

Finalizing a Bank Statement

Generating the Bank Statement Information Report

Bank Statement Processing Windows

Add Open BP Journal Entries Window

Add Open Documents Window

Add Open Transactions Window

Bank Statement Details Window

Bank Statement Information - Selection Criteria

Bank Statement Information Window

Bank Statement Row - Details Expanded Window

Bank Statement Summary

Multiple Payments Window

Bank Statement Processing Business Scenarios

Incoming Payment from Customer

Incoming Payment from Customer With Cash Discount

Outgoing Payment Through Bank Transfer Using the Payment Wizard

Outgoing Payment and Exchange Rate Difference

Payment to Account: Salaries

Payment to Account: Sundry Expenses with Tax - Gas Expenses

Cash Deposit to a Bank Interim Account - Retail Business

External Reconciliation

Recording Transactions from External Statements

Automatically Creating Incoming Payments to Reconcile Bank State

Process External Bank Statement Window

Importing External Bank Statements: Israel and Panama

Import External Bank Statement Window: Israel and Panama

Performing External Reconciliations

Manually Performing External Reconciliations

Example: Manual External Reconciliation

Automatically Performing External Reconciliations

Defining an Automatic Reconciliation Difference Account

Semiautomatically Performing External Reconciliations

Calculation of Ranking for Reconciliation Recommendations

Example: Semiautomatic External or Internal Reconciliation

Manually Reconciling Bank Statements: AU, BR, CA, CN, CY, GB, IN

Creating Adjustments: AU, BR, CA, CN, CY, GB, IN, JP, KO, NZ, SG

Example: Manual Reconciliation of External Bank Statements: AU,

Windows for Performing External Reconciliations

External Reconciliation - Selection Criteria Window

External Reconciliation Window

Reconciliation Recommendations Window

Reconciliation Window

External Bank Reconciliation - Selection Criteria Window: AU, BR

Reconciliation Bank Statement Window: AU, BR, CA, CN, CY, GB, IN

Managing Previous External Reconciliations

Viewing Previous External Reconciliations

Canceling Previous External Reconciliations

Re-Creating Previous External Reconciliations

Checking and Restoring Previous External Reconciliations

Running the Bank Reconciliation Report: AU, CA, GB, NZ, US, and

Windows for Managing Previous External Reconciliations

Manage Previous External Reconciliations - Selection Criteria Wi

Manage Previous External Reconciliations Window

Check and Restore Previous External Reconciliations Window

Bank Reconciliation Report - Selection Criteria Window: AU, CA,

Bank Reconciliation Report Window: AU, CA, GB, NZ, US, and ZA

Printing External Reconciliations

Printing Reconciled and Unreconciled Transactions

External Reconciliation Printing Preferences Window

Printing Previous External Reconciliations

Check Number Confirmation

Confirming Printed Check Numbers

Check Number Confirmation - Selection Criteria

Check Number Confirmation Window

Document Printing

Document Printing - Selection Criteria

Print Documents Window

Printing Documents Automatically

Printing Checks for Payment

Document Printing - Selection Criteria: Checks for Payment

Print Document Window

Print Checks for Payment - To Be Printed

Banking Reports

Check Register Report

Check Register Report - Selection Criteria

Check Register Report Window

Payment Drafts Report

Deleting Drafts

Creating Regular Documents from Drafts

Saving Documents as Drafts

Payment Drafts Report Window

Payment Wizard Reports

Shortcut Keys in Payment Documents

Inventory

Item Master Data

Managing Item Master Data

Item Master Data: General Area

Fixed Assets

Item Master Data: General Tab

Chapter ID - Setup: India

Service Category - Setup: India

Item Master Data: Purchasing Data Tab

Quantity Calculation

Item Master Data: Sales Data Tab

Quantity Calculation

Item Master Data: Inventory Data Tab

Item Master Data: Planning Data Tab

Order Interval - Setup Window

Item Master Data: Intrastat Settings Tab

Item Master Data: Properties Tab

Item Master Data: Remarks Tab

Bar Codes Window

Creating Bar Codes

Working with Bin Locations

Bin Locations

Enabling Bin Locations

Warehouses - Setup: General Tab

Warehouses - Setup: Bin Locations Tab

Creating Bin Locations

Bin Location Field Activation Window

Warehouse Sublevel Codes - Setup Window

Warehouse Sublevel Code Management Window: Generate Warehouse Su

Warehouse Sublevel Code Management Window: Update Warehouse Subl

Warehouse Sublevel Code Management Window: Delete Warehouse Subl

Bin Location Attribute Codes - Setup Window

Bin Location Management Window: Generate Bin Locations

Bin Location Master Data

Bin Location Master Data Window

Updating Bin Location Properties

Bin Location Management Window: Update Bin Location Properties

Modifying Bin Location Codes

Bin Location Code Modification Window

Bin Location Code Modification - Preview Window

Deleting Bin Locations

Bin Location Management Window: Delete Bin Locations

Replenishing Bin Locations

Receipts to Bin Locations

Automatic Bin Location Allocation in Receipts

Allocating Regular Items to Bin Locations

Bin Location Allocation - Receipt Window

Allocating Serial or Batch Items to Bin Locations

Serial Numbers - Setup Window

Serial Number Management - Update/Complete Window

Bin Location Reallocation for Serial Numbers Window

Batches - Setup Window

Batch Management - Update/Complete Window

Batch Allocation in Bin Locations Window

Issues from Bin Locations

Automatic Bin Location Allocation in Issues

Allocating Regular Items from Bin Locations

Bin Location Allocation - Issue Window

Allocating Serial or Batch Items from Bin Locations

Serial Number Selection Window

Batch Number Selection Window

Bin Locations in Pick and Pack

Creating Multiple Pick Lists

Allocating Regular Items from Bin Locations in Pick and Pack

Allocating Serial or Batch Items from Bin Locations in Pick and

Pick List Generation Wizard

Pick List Generation Wizard, Step 1: Bin Location Selection

Pick List Generation Wizard, Step 2: Pick List Generation Parame

Pick List Generation Wizard, Step 3: Pick List Details

Pick List Generation Wizard, Step 1: Pick List Generation Parame

Bin Location List

Bin Location List - Selection Criteria

Bin Location List Window

Bin Location Content List

Bin Location Content List - Selection Criteria

Bin Location Content List Window

Item Management

Managing Serial Numbers

Managing Serial Numbers on Every Transaction

Defining General Settings for Serial Numbers

Defining Serial Number Settings per Item

Defining and Selecting Serial Numbers on Every Transaction

Creating Serial Numbers Automatically

Creating Strings for Serial Numbers

Managing Serial Numbers on Release Only

Defining General Settings for Serial Numbers

Defining Serial Number Settings per Item

Defining and Selecting Serial Numbers on Release Only

Completing Serial Numbers on Issue

Creating Serial Numbers Automatically on Issue

Creating Strings for Serial Numbers on Issue

Assigning Serial Numbers in Sales, Purchasing and Inventory Docu

Assigning Serial Numbers in Sales Orders or A/R Reserve Invoices

Assigning Serial Numbers in Inventory Transfer Requests

Assigning Serial Numbers in Production Orders

Assigning Serial Numbers in Assembly BOMs

Assigning Batches or Serials in Pick and Pack Process

Viewing and Updating Serial Numbers Based on Specific Serial Num

Updating Serial Numbers for an Item

Displaying Returned Serial Number - Managed Items

Printing Serial Numbers

Generating the Serial Number Transactions Report

Serial Numbers Windows

Automatic Serial Numbers Creation Window

Create String for Serial No. Window

General Settings: Inventory Tab

Item Master Data: General Tab

Serial Number Details Window

Serial Number Global Updates Window

Serial Numbers Management - Selection Criteria Window

Serial Numbers Management - Selection Criteria Window, Inventory

Serial Numbers Management - Selection Criteria Window, Purchasin

Serial Numbers Management - Selection Criteria Window, Sales Tab

Serial Number Management - Update/Complete Window

Serial Number Selection Window

Serial Numbers - Setup Window

Serial Number Transactions Report - Selection Criteria Window

Serial Number Transactions Report Window

Managing Batch Numbers

Managing Batch Numbers on Every Transaction

Defining General Settings for Batch Numbers

Defining and Selecting Batches on Every Transaction

Creating Batch Numbers Automatically

Creating Strings for Batches

Managing Batch Numbers on Release Only

Defining General Settings for Batch Numbers

Defining and Selecting Batches on Release Only

Completing Batch Numbers on Issue

Creating Batch Numbers Automatically

Creating Strings for Batches

Assigning Batch Numbers in Sales, Purchasing, and Inventory Docu

Assigning Batches in Sales Orders or A/R Reserve Invoices

Assigning Batches in Inventory Transfer Requests

Assigning Batches in Production Orders

Assigning Batches in Assembly BOMs

Assigning Batches or Serials in Pick and Pack Process

Viewing and Updating Batch Numbers Based on Specific Batch Numbe

Updating Batch Numbers for an Item

Using an Allocated Batch in a New Document

Printing Batch Numbers

Generating the Batch Number Transactions Report

Batch Numbers Windows

Automatic Batch Creation Window

Automatic Batch Update Window

Batch Details Window

Batches - Setup Window

Batch Management - Selection Criteria Window

Batch Management - Selection Criteria Window, Stock Posting Tab

Batch Management - Selection Criteria Window, Sales Tab

Batch Management - Selection Criteria Window, Purchasing Tab

Batch Management - Update/Complete Window

Batch Number Selection Window

Batch Number Transactions Report - Selection Criteria Window

Batch Number Transactions Report Window

Batch Quantities Window

Create String for Batches Window

Alternative Items

Managing Alternative Items

Alternative Items - Selection Criteria

Alternative Items Window

Alternative Items (Show Tree) Window

Defining Business Partner Catalog Numbers

Business Partner Catalog Numbers Window: Items Tab

Business Partner Catalog Numbers Window: BP Tab

Global Update to BP Catalog Numbers

Global Update to BP Catalog Numbers Window

Changing the Valuation Method

Inventory Valuation Method Window

Update Valuation Method Window

Inventory Transactions

Goods Receipt

Managing Goods Receipts

Goods Receipt Window

Goods Issue

Managing Goods Issues

Goods Issue Window

Inventory Transfer Request Window

Inventory Transfer

Inventory Transfer Window

Bonded Warehouse Items - Selection Criteria

Items - Selection Criteria

Inventory Transfers as Customer Consignments

Inventory Counting Transactions

Calculation of In-Warehouse Quantities on Count Date

Inventory Counting

Manually Entering Counting Results

Importing Counting Results from Microsoft Excel

Fields for Import

Example of Preparing Import Data

Inventory Counting Window

Printing Options

Inventory Counting / Posting - Items Selection Criteria Window

Inventory Counting / Posting - Bin Location Selection Criteria W

Inventory Counting by Serial Number

Serial Number Selection Window

Inventory Counting by Batch Number

Batch Number Selection Window

Inventory Counting by Unit of Measure

Posting Counting Results

Copy To Method

Copy From Method

Inventory Posting Window

Inventory Counting / Posting - Bin Location Selection Criteria W

Inventory Counting / Posting - Items Selection Criteria Window

Inventory Posting by Serial and Batch Number

Inventory Posting by Serial Number

Inventory Posting by Batch Number

Inventory Posting by Unit of Measure

Inventory Opening Balances

Inventory Opening Balances Window

Entering Inventory Opening Balances

Cycle Count Recommendations

Cycle Count Recommendations - Selection Criteria Window

Cycle Count Recommendations Window

Inventory Revaluation

Inventory Revaluation Window

Price Lists

Price List Creation

Updating Price Lists

Price Lists: Last Evaluated Price

Price Lists: Last Purchase Price

Period and Volume Discounts

Managing Period and Volume Discounts

Period and Volume Discounts Window

Period Discounts Window

Volume Discounts for Price List Window

Special Prices - Items - Selection Criteria Window

Special Prices

Defining Special Prices for Business Partners

Special Prices for Business Partners Window

Special Prices - Period Discounts Window

Special Prices - Volume Discounts Window

Overview of Special Prices for Business Partners

Copy Discounts

Copy Discounts Window

Copy Special Prices to Selection Criteria Window

Updating Special Prices Globally

Update Special Prices Globally Window

Update Special Prices Globally, Change Discount Tab

Update Special Prices Globally, Change Price Tab

Update Special Prices Globally, Refresh by Price List Tab

Update Special Prices Globally, Delete Tab

Discount Groups

Copying Discount Groups

Managing Discount Groups

Discount Groups Window

Discount Groups: Item Groups Tab

Discount Groups: Properties Tab

Discount Groups: Manufacturers Tab

Discount Groups: Items Tab

Linking Price Lists

Rounding Methods for Calculating Price

Managing Price Lists

Price Lists Window

[Price Lists Name] Window

Price List - Selection Criteria Window

[Price Lists Name] - UoM Prices Window

Copy UoM Reduce By - Selection Criteria Window

Adding Price Lists

Displaying and Editing Price Lists

Deleting Price Lists

Copying Reduce By % Information Between Price Lists

Pick and Pack

Working with Pick and Pack

Creating a Pick List

Viewing a Pick List

Picking Items for Shipment

Creating Delivery, A/R Invoice, Inventory transfer, and Issue fo

Packing Slip Window

Defining and Printing Packing Slips

Pick and Pack Windows

Pick and Pack Manager - Selection Criteria

Pick and Pack Manager

Pick and Pack Manager - Open Drawer

Pick and Pack Manager - Released Drawer

Pick and Pack Manager - Picked Drawer

Pick List Window

List of Pick and Pack Window

Recurring Transactions

Managing Recurring Transactions Templates

Managing Recurring Transactions

Inventory Reports

Items List - Selection Criteria

Items List

Last Prices Report

Inactive Items - Selection Criteria

Inactive Items Report

Generating the Inventory Posting List

Inventory Posting List - Selection Criteria: Items, BP, Other

Inventory Posting List - Selection Criteria (Other Tab)

Inventory Posting List - Selection Criteria: Transaction

Inventory Posting List Report

Inventory Status Report

Inventory Status - Selection Criteria

Inventory Status Window

Inventory Status Window (Normal)

Viewing Detailed Confirmation Status

Inventory in Warehouse Report - Selection Criteria

Inventory in Warehouse Report (Normal)

Inventory in Warehouse Report (Detailed)

Inventory Audit Report - Selection Criteria

Inventory Audit Report

Inventory Valuation Simulation Report

Inventory Valuation Simulation Report - Selection Criteria

Inventory Valuation Simulation Report - Detailed

Inventory Valuation Simulation Report - Row per Item

Inventory Valuation Simulation Report - Chile

Inventory Valuation Method Report

Generating the Serial Number Transactions Report

Serial Number Transactions Report - Selection Criteria Window

Serial Number Transactions Report Window

Generating the Batch Number Transactions Report

Batch Number Transactions Report - Selection Criteria Window

Batch Number Transactions Report Window

Price Report

Price Report - Selection Criteria Window

Price Report Window

Tracking Prices and Discounts from Marketing Documents

Discount Group Report

Discount Group Report - Selection Criteria

Discount Group Report Window

Tracking Prices and Discounts from Marketing Documents

Inventory Counting Transactions Report

Inventory Counting Transactions Report - Selection Criteria Wind

Inventory Counting Transactions Report Window

Advanced Available to Promise (ATP)

Enabling Advanced ATP

Defining ATP Checking Rules

Assigning ATP Checking Rules

Checking ATP

Scheduling Deliveries

Viewing Detailed Confirmation Status

Example: Checking ATP

Example: Reserving ATP

Example: Proposing Delivery Schedules

Example: Controlling Delivery Quantities

Example: General Delivery Schedule

Example: Specific Delivery Schedule

Shortcut Keys in Inventory and Production Documents

Resources

Production

Bill of Materials

Defining Bill of Materials (BOMs)

Bill of Materials Types

Multilevel BOMs in Production Orders

Updating Bill of Materials (BOMs)

Deleting Bill of Materials (BOMs)

Bill of Materials Window

Phantom Items

Production Orders

Production Order Overview

Releasing a Production Order

Issuing Components to a Production Order

Reporting Production Order Completion

Closing a Production Order

Including Additional Costs to a Production Order

Production Order Window

Production Order Window: General Area

Production Order Window: Components Tab

Production Order Window: Summary Tab

Work Orders

Upgrading from Work Orders to Production Orders

Receipt from Production Window

List of Production Order

Issue for Production Window

List of Production Order

Update Parent Item Prices - Selection Criteria

Update Parent Item Prices Globally Window

Production Reports

Bill of Materials Report

Bill of Materials Report Window

Generate Forecasts - Set Up Window

Running MRP - General Process, Prerequisites, and Procedure

MRP Wizard, Step 1: Scenario Selection

MRP Wizard, Step 2: Scenario Details

Example: Sort by Assembly Sequence

MRP Wizard, Step 3: Item Selection

MRP Wizard, Step 4: Inventory Data Source

MRP Wizard, Step 5: Documents Data Source

MRP Wizard, Step 6: MRP Results

Cell Color in MRP Results Window

Pegging Information Window

Examples: Cumulative Lead Time Calculations

Example: Holidays, Lead Time, and Order Interval