Use this tab to specify the default settings for the business partners defined in your company; set activity restrictions for your customers; and enable document generation authorizations.
To access this tab, choose
.You can restrict the creation of sales documents for customers and prompt a warning message according to the following parameters:
Once you select the required option(s) described above, select the type of documents to which the restrictions apply and for which a warning message is launched:
These settings are updated immediately per company, for all users. |
Define how commissions are calculated. A commission can be awarded based on the sales employee, item, or customer specified in the document. Select one or more of these options depending on how you want SAP Business One to calculate commissions. This setting influences where you can specify the sales commission percentage, but does not automatically calculate any commission transactions. You can change this setting at any time. |
Checks the customer's account balance and the balance of open deliveries, while applying the selected restrictions for customer activity. This setting is updated immediately per company, for all users. |
Click Your selection is assigned to all future new customer master records; however, it does not override the payment terms already assigned to existing customers. This setting is updated immediately per company, for all users. |
Click The default payment terms are assigned to every new vendor master record that is created in the future; however, they will not override the payment terms already assigned to existing vendors. When modified, this setting is updated per company, for all users. |
Click Your selection is marked as default in every future new customer master record; however, it does not override the payment method already marked as default for existing customers. This setting is updated immediately per company, for all users. |
Click Your selection is marked as default in every future new vendor master record; however, it does not override the payment method already marked as default for existing vendors. This setting is updated immediately per company, for all users. |
Defines the deposit method of credit card vouchers:
When modified, this setting is updated immediately per company, for all users. |
Specify the default dunning term to be assigned to new customers. When modified, this setting is updated per company, for all users. |
Activates the Approval Process function for the creation of sales, purchasing and inventory documents. When modified, this setting is updated immediately per company, for all users. |
Specify a closing date procedure to display by default when a new business partner master data record is created.
To open the relevant closing date procedure definition window, click The default closing date procedure is Closing on EOM. End of the note. |