Business Partner Reports

In today's blog we are dealing with a straightforward topic of reports that are available in Business Partner Module.

 

·       My Activities: - This report encapsulates all necessary details about all activities recorded in SAP Business One. This report can be used by both mangers and sales employees, where the manger can use it as a summary of all the activities of his/her employees and the sales executive can use it as a report showing all the activities of his/her customers.         

·       Inactive Customers: - This report shows the list of customers for whom no marketing documents were for the give date range mentioned in the selection criteria. Essentially, the list of customers that have not brought in any revenue recently to the organization.

·       Dunning History Report: - This report displays dunning letters and their included invoices, in terms of individual customer, according to your selection criteria. Dunning is the process by which SAP Business One generates reminder letters to the customers who have exceeded their credit period in terms of payment.

·       Aging Reports: - Aging reports paints an overall picture on the age of unpaid customer debts, the age of unpaid liabilities to the vendors, and the value of the debts or liabilities. Two major types of aging reports that are available in Sap Business One are, Customer Receivable Aging and Vendor Payable Aging.

·       Internal Reconciliation Report: - This report provides the list of all internal reconciliation that has happened grouped by date or reconciliation amount or by transaction number.

·       Customer Credit Limit Deviation: - Each customer can be allotted a fixed credit limit by the user. This report shows the deviation from the allotted credit limit for each customer.

Campaigns List Report: - To briefly see all campaigns that exist with for a particular business partner or for certain date ranges, you can generate a Campaign List Report.