Quotations, Purchase Orders, Delivery Notes, Invoices… Most businesses generate lots of these sales and purchasing documents on a daily basis. Often after creating a document, you want to review it for quality check purposes. You can either click the “Previous Record” button and hope that not too many documents were added by other users in parallel, or search for it… In a nutshell, it is time-consuming as you need to look for it. In order to save you time and increase usability and productivity, SAP Business One introduces new options for adding sales and purchasing documents:

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The “Add” button provides three options:

  • “Add & New” – same behavior as the “Add” button and adds the document and displays the window in an ‘Add Mode’ for creating additional document;
  • “Add & View” – adds the document and displays it so you can review it, and
  • “Add & Close” – adds the document and closes the window afterward.

Your last choice will appear as default the next time you open that document.

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