Once shipped, companies like to bill a customer for a shipment. In this video, learn how to convert a delivery document or sales order to an invoice.
- [Instructor] The orders have gone out to Huli Pizza, … and now we'll build them for all these tablets and servers … using invoices. … Like the other marketing documents we've used, … invoices contains similar information … to a delivery document. … I'll start by finding the open delivery documents. … So let's go over here to Sales, … and we'll go to Open Items List, … and I'm going to change the sales orders here. … All right, so we have our delivery documents here, … and they can be in whatever order we want. … I'm going to do a double-click on Doc Number, … twice, so I have them up on top here, … and we can see them easily enough. … And I'm going to start with 1162 here... … was the 10 tablets to Indianapolis. … All right, so I have a delivery document, … and it works the same way … as everything else we've done so far, … is you pretty much just go to Copy 2, … and this time, we're going to go to our AR invoice, … and that pulls up the AR invoice. … Again, all filled out, everything is in place, …
Author
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: Generate A/R invoices