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usability series Screen Management - SAP Business One

USABILITY SERIES – SCREEN MANAGEMENT IN SAP BUSINESS ONE

usability series Screen Managenet

 

SCREEN MANAGEMENT IN SAP B1 ACCOUNT:

When detailing is required, working in multiple windows is common. SAP Business One supports the management of multiple windows in either cascading windows, closing all windows or close all except the active and related window.

A sales quotation is created and copied to delivery document. An AR invoice creation following delivery, then drilling down into journal entry  for transaction review is required. Access the window menu option and choose cascade so that all windows are cascaded in order. When the task is completed, close all option is selected. All windows are closed now.

There is also another option to close all windows except the working or the related window. An invoice plus payment for the customer Parameter Technology is processed. Access the sales menu to open invoice plus payment window. The customer Parameter Technology is selected. Sales order is copied and drawn inside AR invoice for payment. The account balance details are reviewed on drilling down to my customer. Select the payment means as cash and it is copied across the document total by simply highlighting the total field and selecting control after reviewing the information.

The invoice window is only required now for transaction and payment. Select “close all but this” option from window tab. So now,the active ”payment means” window and AR invoice are open and all others are closed. The payment means window was used to define the payment for relevant AR invoice and hence both the windows are kept open.

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