Users may have additional information and files to add about the customer. In this video, learn about the Properties, Remarks, and Attachments tabs to view details about the BP.
- [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 want to put in there. … The next tab is Attachments. …
Author
Steven Lipton
Released
9/10/2020- Identify the various modules in SAP Business One.
- Describe the process for setting up business partners in SAP Business One.
- Define terminology relating to modules within SAP Business One.
- Determine instances in which SAP Business One does not add information automatically.
- Review the steps in filling customer orders.
- Apply SAP Business One processes to a scenario.
Skill Level Intermediate
Duration
Views
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Introduction
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What you need to get started1m 53s
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1. Some SAP B1 Background
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Accounting terms in SAP B12m 35s
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The sales cycle of SAP B12m 32s
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2. Business Partners
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Add a customer BP4m 38s
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Business partner leads5m 50s
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Create payment terms6m 57s
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3. Sales Opportunities
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Track stages of the sale6m 39s
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Create open quotes7m 17s
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Close the sale5m 13s
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4. Sales Orders
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Add a new sales order3m 8s
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Create draft documents4m 37s
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5. Customer Fulfillment
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Create a delivery document6m 28s
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Inventory and warehouses4m 37s
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Manage backordered items6m 16s
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6. Billing and Invoices
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Generate A/R invoices6m 51s
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Pay invoices5m 10s
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Pay installments4m 58s
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7. Managing Returns
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Return request5m 26s
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A/R credit memo4m 18s
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Returns3m 3s
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8. Running Reports
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Sales analysis reports7m 20s
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Run activity reports3m 13s
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View A/R reports5m 31s
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View inventory data4m 34s
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Conclusion
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Key takeaways3m 18s
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Video: Add additional info and attachments