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Procedure documentationRunning the Document Generation Wizard Locate this document in the navigation structure

 

The document generation wizard enables you to generate batch processing of sales documents. The wizard guides you step-by-step through the definition of parameters required to generate the documents.

Procedure

From the SAP Business One Main Menu, choose   Sales – A/R   Document Generation Wizard   and follow the steps below:

  1. Step 1: Document Generation Options. Select whether to run the wizard according to a new parameter set or to load a saved one.

  2. Step 2: Target Document. Select the target document and additional characteristics of the target documents.

    Document Generation Wizard: Retail Stores (Israel Only): Choose the retailer chain store and define the data required for summary in the target document.

  3. Step 3: Base Documents. Select the base documents to be included in the wizard run.

  4. Step 4: Consolidation Options. Define the criteria by which SAP Business One consolidates the base documents into the target documents. You may also choose not to consolidate the base documents and, but to create one target document per each base document.

  5. Step 5: Customers. Choose customers for whom you create the target documents.

  6. Step 6: Messages and Alerts. Define the response of SAP Business One to missing data, bookkeeping, and inventory.

  7. Step 7: Save & Execute Options. Select one of the following options to process the document generation wizard:

    • Execute

    • Save Parameter Set & Execute

    • Save Parameter Set and Exit

  8. Step 8: Summary Report. The report displays the summary of target documents created per customer, as well as errors and warning messages.

Result

You have executed the document generation wizard.