Business partners (BP), whether a lead, customer, or vendor, are the backbone of any business activity. This is why adding the customer or vendor reference number to sales or purchasing documents is key. While we define the company numbering series per document and/or user internally with setup and can back it up with respective authorisations, the customer or vendor reference numbers are received from an external source. Depending on your business structure and policies, you might need to validate whether the Business Partner reference number in the sales or purchasing document is duplicated or not.
SAP Business One introduces enhanced Business Partner reference number check, allowing you to set the policy that fits best your business:
When selecting either “Warning Only” or “Block Release / Receipt”, additional sensitivity levels are added. You can select whether to check the duplicated vendor reference number against the given vendor, or against all vendors. The same options are applied to sales documents, where the customer reference numbers are handled. In addition, the new checkbox “Check for Duplicate in Current Fiscal Year Only” enables you to limit the validation to the current fiscal year – this can be helpful when working with the same company database for a long time.
Available in Web Client for SAP Business One 10.0, and SAP Business One 10.0 version for SAP HANA. Please get in touch if you would like to upgrade to version 10.0.
We hope that you find this tip useful. For more information on Business One, please visit our webpage.
Source: Ari Schapira | SAP Business One – The Tip of the Week