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Function documentationFile Menu Locate this document in the navigation structure

 

Use the File menu to select the options described below.

File Menu Fields

Menu Command

Description/Activity

Close

Closes the current window.

Save as Draft

Saves the document as a draft.

Page Setup

Lets you change the orientation of text, select paper source and size, and adjust page margins.

Preview

Provides a preview window displaying the open document or report based on the default layout. If the document or report has a layout created with the Crystal Reports software, version for the SAP Business One application as its default, the preview opens in Crystal Reports Viewer.

Preview Layouts

Opens the Choose Layout window, displaying both Crystal Reports and PLD layouts. You can select a layout other than the default layout to view the open document or report. If you select a layout created with the Crystal Reports software, the document or report is displayed in Crystal Reports Viewer.

Print (Ctrl + P)

Opens the standard Microsoft Windows Print window.

Select Layout and Print

Opens the Choose Layout window, displaying both PLD (standard SAP Business One) layouts and layouts created with the Crystal Reports software. Select a layout, choose the OK button, and the standard Microsoft Windows Print window opens.

Note Note

When you select this option, no print preview appears.

End of the note.

Print Sequence

Opens the Print Sequence window. Select a print sequence that you want to apply to the open document or report, and choose the Print button.

Send

Sends messages, e-mails, SMS messages, and faxes directly from SAP Business One.

Note Note

You can send e-mails from SAP Business One only if the mailer service is installed. For more information, see the Administrator's Guide, which you can access from the menu bar by choosing   Help   Welcome Screen   Additional Documents  .

End of the note.

Export

Exports data to the defined applications or XML, and converts layouts to PDF, text, unformatted text, or image.

Launch Application

Starts an application from SAP Business One. For more information, see Launch Application.

Lock Screen

Prevents access to your active screen when you are not at your workstation.

To unlock your session, enter your user name and password.

Exit (Ctrl + Q)

Closes the SAP Business One application.