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Get The Most Out Of SAP Business One

You have been using SAP Business One for some time; it could be months or years – but are you getting the most out of your system?

Here are a list of questions to ask yourself:

  • Are you using spreadsheets for a system process?
  • Are your reports giving you data that you have to then transfer to Excel or Word before they are submitted to someone else?
  • Are you calculating VAT outside of SAP Business One?
  • Are you calculating anything outside of SAP Business One?
  • Do you enter payments manually into your bank?
  • Are you sending documents one by one via post or email?
  • Are you missing data within SAP Business One that you need?
  • Do you run multiple Companies but do not have inter company reports at a button click?
  • Are you missing links between Sales and Customer service?
  • Are you missing vital reports that could save time and money?
  • Are your transactions taking more than 20-30 seconds to enter into SAP Business One?
  • Are your processes confusing or cumbersome?
  • Are you missing information that you can’t get to in 10 seconds?
  • Are you missing documented business processes?
  • Are your users not getting the most out of the system?

If you answered yes to any or all of the questions above then you can benefit from a visit for a system tune up, report writing and a process/ system improvement session. SAP Business One is a great system which can give you everything you need within seconds – it may just need a few tweaks to get you there. If you think your system can be improved, you’re probably right. Let’s find out together!

Contact us now to organise a session and review of what can be improved.

Call 0843 886 1449 now to find out how a site visit can give you more from your system.

 

I have been asked this on site a few times over the last few months and thought it worthwhile to post the answer for anyone looking for an answer.

Question:

Is it possible to change the order of the User Defined Fields (UDFs) in SAP Business One?

Answer:

The system automatically assigns a numbering order to the UDFs as they are created. It is possible to change the order of the UDFs. You have to open the form that you wish to change the UDF order of and ensure that you can see the UDF window. You then go to Tools/ Customisation Tools/ Settings/ Order and reassign the numbering order here. Number 1 will be the top UDF displayed. Please note that it is worth mentioning that if you have over 100 UDFs this may take some timeif you want a completely different order than already displayed!

Another solution is to apply categories to the UDFs which you can select at the top of the UDF window on the form. This is a neat and simple solution if you are able to categorise your UDFs in a sensible manner.

Call 0843 886 1449 now to find out how a site visit can give you more from your system.