It doesn’t matter if your business is doing well or you are just starting, monitoring your customers’ activity is critical for the business. What is the outstanding balance on the customer’s account? How many orders and deliveries are still open?

SAP Business One provides access to your customer’s (Business Partner) balances with all the related information with one view:

When you click the golden arrow next to the required balance, you will get a detailed report. You can select whether to display the balances in Business Partner’s currency, local or system currency. The sales analysis report will open in a graphical presentation when you click on the graph icon situated next to the balances. This option is available for customers, vendors, and leads.

Available in SAP Business One 9.3, version for SAP HANA and SAP Business One 9.3.

We hope that you find this tip useful! For more information on Business One, you can visit our webpage or get in touch.

Source: Ari Schapira | SAP Business One – The Tip of the Week