Tag Archives: SAP Reseller

SAP Business One 8.81 – Purchase Quotations

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In a tough economic environment most small to medium businesses are looking for better control of their purchasing process. A key area of potential improvement for many businesses is purchase quotations – the ability to ensure that you receive the best possible pricing from your suppliers. The great news is that SAP Business One (version 8.81) includes a new “Purchase Quotation” feature to assist with this process.

This new feature in SAP Business One 8.81 is all about finding the best offer for goods and services based on your criteria of quantity, expected delivery date and price. You compare the quotations received and determine the supplier that you want to order from.

 

If you want to send the purchase quotation to multiple potential suppliers so that you can compare price, expected delivery dates and other relevant information, SAP Business One 8.81 also includes a Purchase Quotation Generation Wizard. Using the wizard a user can generate multiple purchase quotation requests for different suppliers.

This is the first of several blogs from the team at Leverage Technologies highlighting great new features and functions available in SAP Business One 8.81. More to follow next week…….

Getting more from SAP Business One Distribution

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Sales (Marketing Document) features of SAP Business One

In Part one of this blog I would like to explore the automatic availability check and alternative items features offered by SAP Business One within marketing documents. We will use the SAP Business One sales order to illustrate these features.

In the scenario pictured below I have selected a printer from my inventory which is out of stock in the dispatch warehouse. Based on my system preferences, SAP Business One has activated the automatic availability check and popped up the ‘Item Availability Check’ window on the bottom right of the image. This window shows clearly that I have ordered one item and I have none available from warehouse 04. I also have no inbound stock as evidenced by the blank earliest available date. A number of options are available to me in Business One.

I could select ‘Change to Available Quantity’ which would be effective if I had 10 and I needed 20. In this case I have none so we can ignore this option. The options ‘Change to Earliest Availability’ and ‘Display Available-to-Promise Report’ will be covered in part 2 of this blog. If I select ‘Display Quantities in Other Warehouses’ I will get the popup window pictured below.

As you can see, there is stock available in warehouses 01 and 02 which allows me the option of dispatching my order from one of those warehouses or transferring the stock to warehouse 04.  For arguments sake let us assume that it is not economic to fulfil this order with stock from another warehouse.I could then move to the next option on the list which is ‘Display Alternative Items’. That produces the Business One popup window shown below. The user can easily tell from this list that there are three possible alternatives. The quantity available in warehouse 04 is shown and selecting one of the items from the list will replace the incumbent item on the sales order row.

Thanks for reading – in part 2 of this SAP Business One blog (available in the next few days) we will discuss the options ‘Change to Earliest Availability’ and ‘Display Available-to-Promise Report’.

Creating a query in SAP Business One – Part three

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Part three- the final part of my blog –  Creating a query in SAP Business One:

Press the next button to move to step 5 of the wizard. This section shows the SQL syntax created by the wizard which will be used to interrogate the database. As users become more advanced with SQL queries, the query can be directly typed rather than generated – that is purely optional. Clicking the ‘Finish’ button will display our report on screen. The syntax is shown again in the top window and can be edited there. We can export this report to Excel by using the standard Excel icon on the SBO toolbar.

SAP Business One Screenshot

 

 

 

 

 

 

 

 

This brief tutorial shows how simple it is to extract information customised to the end users requirements directly from SAP Business One. This information can then be formatted in the print layout designer or simply saved as a query which can be viewed on demand.

Thanks for reading – I hope you found this series of three blogs useful. I am in the process of putting together multiple blogs on other technical areas of SAP Business One. Follow the Leverage team on twitter @Leveragetech to get regular updates.