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SAP Business One - Tips & Tricks


How to View and Print 1099 Reports

1099 Printing is one of the many year-end tasks you may need to perform. SAP Business One can record 1099 Form and Box information for each appropriate vendor payment. Beginning balances can be entered for information brought in from other systems partway through the year. The appropriate 1099 information can be output at year’s end for submission to the relevant authorities. SAP Business One has pre-defined print layout to support printing on the different types of 1099 forms. Do you know how to perform these procedures?

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How To Customize PLD Templates

The Print Layout Designer tool allows you to modify and customize the SAP Business One default printing templates according to your requirements. You can set one template as the default for all or some SAP Business One users, and link specific print templates to selected business partners.

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How To Configure Email In SAP Business One

This document explains how to utilize the e-mail capabilities of SAP Business One. The application enables you to:

  • Send e-mails directly from a document
  • Create recipients
  • Automatically insert predefined contact information of business partners
  • Create distribution lists
  • Add attachments

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How To Use PLD Variables in 2007A

PLD users and layout designers are often at a loss when preparing a new layout or trying to modify an existing layout. This is because until now no information was provided as to the type of variables, their restrictions, and usage in a specific layout. This How to Guide provides a simple scenario to help you understand the function of variables you may want to add. Use the information here instead of performing a trial-and-error process in layout customization.

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How To Create a Query Print Layout

The User Reports function enables SAP Business One users to establish a link between a saved user-defined query and a print layout. As in regular documents and reports, you can use the Print Layout Designer to design the print layout for each user-defined query, for example by changing the font type, font size, report borders and limits, or calculating sub-totals.

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How To Manage Price Lists in SAP Business One

SAP Business One provides Price List capability. By default the system has 10 pre-configured price lists. A complete understanding of price lists and their functionality is required in order to fully appreciate the many flexible pricing scenarios in SAP Business One. all of which begin with the price list structure.

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How To Print Checks For Payment

SAP Business One enables you to issue checks for vendors, employees, and other recipients. You can create checks either as a step in the creation of Outgoing Payment documents, or directly from the Checks for Payment window. After creating the checks, you need to print them. SAP Business One enables you to print either a single check at a time, or multiple checks in batches.

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How To Manage Budgets in SAP Business One 2007A

The Budget Module of SAP Business One helps you manage and track company expenses. The SAP Business One Budget is based on the data entered, which specifies the maximum amount that can be allocated to a particular G/L Account. You can block the creation of transactions for G/L Accounts that exceed their budget.

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How To Use the DTW (Data Transfer Workbench)

This is a reference manual for SAP Business One Data Transfer Workbench 2005. Refer to Data Transfer Workbench for SAP Business One online help for the comprehensive documentation

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How To Define Authorizations in SAP Business One 2007A

This document provides information about the authorization settings in the Authorization window in SAP Business One. Refer to the SAP Business One online help for comprehensive documentation of the Authorization function

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How To Define Special Prices

SAP Business One provides the capabaility of setting “Special Prices” as well as the use of Price Lists. These special prices are able to de date sensitive, discount specific, and hierarchical in nature.

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How To Configure Initial Settings in SAP Business One 2007A

This document describes how to make initial configuration setttings in an SAP Business One database.

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How To Work With Multiple Open Periods in 2007A

This document explains how to configure SAP Business One for mulitple open financials periods and how to work in them simultaneously.

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How To Manage Landed Costs in SAP Business One 2007A

This document describes how to handle landed costs in SAP Business One 2007 A. It replaces the information regarding landed costs that is contained in the online help.

The document covers the following topics: 1. Business scenario and import process using landed costs. 2. Initial definitions to make before working with landed costs documents, such as defining the imported goods and G/L accounts for allocating the additional expenses. 3. How to post landed costs documents. 4. Description of the most important fields in the landed costs.

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How To Configure Microsoft FAX In SAP Business One

This document explains how to utilize FAX capabilities of SAP Business One and explains how to configure the solution in 2005A and 2007A.

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How To Use the Service Module in SAP Business One 2007A

The Service module is mainly used by companies which provide support services to their customers. Examples include support services for computers, software, and even refrigerators.

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How To Customize Lookup Lists in SAP Business One 2007A

SAP Business One makes use of lists in many lookup windows throughout the application. users can typically perform their work more effectively if they see the information they need in these lookup windows. This document will help you to cinfigure and customize these lists to your specific preferences.

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SAP Partner SophLogic Brings the Powerful Benefits of SAP Business One within Your Reach

SophLogic, a qualified SAP business partner, leverages SAP’s worldwide expertise to provide ERP professional services and support on a local level throughout North America with access to more than 300 SAP-approved Business One solutions, we deliver industry - and market-specific expertise to enhance and extend SAP Business One functionality to meet your specific requirements.

Contact us today to learn how SophLogic can deliver the value and results your business needs.

Why Choose SophLogic?


“A shortage of workers with SAP NetWeaver BI and XI skills, among others, is sending salaries skyrocketing for consultants and in-house IT workers, according to recent research. It's a shortage SAP itself is trying to address….Companies willing to pay a premium are snatching up that talent….[M]any companies are turning to…recruiters or employment professionals… There's five open jobs for every one qualified person with the latest NetWeaver skills. SAP announced last week that it needs at least another 30,000 skilled professionals to manage its products…. According to the survey….executives are not only afraid they won't find qualified people. They're afraid they're not going to be able to pay them…. Almost half of those surveyed are concerned they won't find employees with the ability to deal with and manage change, as well as the ability to think strategically, compared with one-fifth who are worried about finding people with the right IT skills…. Some are worried that this skills shortage will cause companies -- specifically the small and midsized ones at which SAP's new applications have been targeted -- to delay implementations.”

- SearchSAP.com, May 20, 2008.

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