From the course: SAP Business One: Sales and Customer Service
Unlock the full course today
Join today to access over 22,600 courses taught by industry experts or purchase this course individually.
Add additional info and attachments - SAP ERP Tutorial
From the course: SAP Business One: Sales and Customer Service
Add additional info and attachments
- [Instructor] We've covered a lot of tabs, but there's three more tabs left on the Business Partner. The Properties, Remarks, and Attachments tabs are for extra information not directly involved in SAP Business One's sales or customer service functions. But you as a user may find them handy while working on customer relationships. Let's take a look at the Properties tab here and its custom fields you use to organize your customers. As you see in this tab, it's already set up for recording the origin of a lead and the number of employees. I could, for example, say that this is an origin referral, and this is 11 to 50 employees. So I could just hit the check boxes here, and those will store values in the Business Partner of yes or no. The next tab is the Remarks tab, and it's just a large text box. You add any comments about the Business Partner here. For example, I could type in makes great pizza or anything else you'd…
Practice while you learn with exercise files
Download the files the instructor uses to teach the course. Follow along and learn by watching, listening and practicing.
Contents
-
-
-
-
(Locked)
Add a customer BP4m 38s
-
(Locked)
Specify business partner addresses4m 11s
-
(Locked)
Add payment and accounting information3m 38s
-
(Locked)
Add additional info and attachments2m 31s
-
(Locked)
Work with user-defined fields3m 36s
-
(Locked)
Business partner leads5m 50s
-
(Locked)
Create payment terms6m 57s
-
(Locked)
-
-
-
-
-
-
-