SAP Business One Forms Explained (Fixed Asset). Asset Master Data.

 The form for today is Asset Master Data. The details regarding this form is as follows: - 

• Form Name & Number: - Asset Master Data & 162

• Form Overview: - This is the window where you can store all data that corresponds to each and every fixed asset owned by your organization. The Asset Master Data form layout is similar to that of Item Master Data, with the exception of Fixed Assets Tab. In the Fixed Assets Tab you will find all information related to that particular fixed asset i.e.,  Overview, Depreciation, Cost Accounting. 

• Transactions & Activities: - This form is used to do the following activities: - 

• Creation and Updation of Asset Master Data

• Source for the use of Assets in Marketing Documents. 

SAP Business One Forms Explained. Journal Voucher Report Window.

 The form for today is Journal Voucher Report Window. The details regarding this form is as follows: - 

• Form Name & Number: - Journal Voucher Report Window & 161

• Form Overview: - This Window provides comprehensive information on existing journal vouchers. Use this form  to get a list of the journal vouchers to be approved, or to save one or all of the open journal vouchers as permanent financial documents.

• Transactions & Activities: - This form is used to do the following activities: - 

• The document level checkboxes are activated for manual editing, while the checkboxes on the G/L account level are not.

• Selecting a certain document automatically selects the related G/L accounts.

• The checkboxes of the closed journal vouchers are inactive.

• Once selected journal vouchers are posted as journal entries, their checkboxes become inactive. 

SAP Business One Forms Explained. Document Printing.

 The form for today is Document Printing. The details regarding this form is as follows: - 

• Form Name & Number: - Document Printing & 160

• Form Overview: - This form is mainly used to print batches of documents according to your required selection criteria. You can choose whether to print the whole list or specific documents.

• Transactions & Activities: - The following list of documents can be printed using this form: -

• Financials  

• Sales 

• Purchasing

• Banking  

• Inventory 

• Service  

SAP Business One Forms Explained. Financial Report Templates.

 The form for today is Financial Report Templates. The details regarding this form is as follows: - 

• Form Name & Number: - Financial Report Templates & 159

• Form Overview: - Imagine your company needs financial reports presented in a different template than the existing ones, use this function to create financial report templates that you can customize for your business needs.  

• Transactions & Activities: - The following list of financial report templates can be created using this form : -

• Balance Sheet

• Profit and Loss Statement

• Trial Balance

• Cash Flow

• FA Historic Report

SAP Business One Forms Explained. Exchange Rate Differences.

The form for today is Reverse Transactions. The details regarding this form is as follows: - 

• Form Name & Number: - Exchange Rate Differences & 158

• Form Overview: - The Exchange Rate Differences function periodically recalculates the LC (Local Currency) and FC (Foreign Currency) balances according to the exchange rate on the day the differences are calculated.

• Transactions & Activities: - The following list of activities are possible using this form : -

• Business Partner: - Calculates exchange rate differences for business partners. If not selected, other fields pertaining to business partner selection criteria are not displayed.

• G/L Accounts: - Calculates exchange rate differences for G/L accounts. If not selected, all fields related to G/L accounts selection criteria are not displayed.

 

SAP Business One Forms Explained. Reverse Transactions.

 The form for today is Reverse Transactions. The details regarding this form is as follows: - 

• Form Name & Number: - Reverse Transactions & 157

• Form Overview: - This function displays a list of all the manual journal entries scheduled for automatic reversal, which you can execute. 

• Transactions & Activities: - The following list of activities are possible using this form : -

• Cancel: - Select this option for each transaction that you do not want to reverse.

• Execute: - Using you this option you can run the desired reversal transactions. 

SAP Business One Forms Explained. Recurring Postings.

 The form for today is Posting Templates. The details regarding this form is as follows: - 

• Form Name & Number: - Recurring Postings & 156

• Form Overview: - Every business has transactions that recur monthly or weekly, once the transaction is defined by the user in the Recurring Postings form then the system automatically posts those transactions at the desired interval. For example recurring journal entries can be payroll orders or standing instructions that are paid by the bank every month.

• Transactions & Activities: - The following list of activities are possible using this form : - 

• Setting Templates for Recurring Postings

• Executing Instances of Recurring Postings

• Removing Recurring Postings

• Recurring Postings Window

• Reports: -  The report that is related to the Journal Entry is mentioned below: - 

• Confirmation List: - This window displays a list of all instances of recurring posting templates. Use this window to define which instances you want saved to the database and which can be removed from the list.

SAP Business One Forms Explained. Posting Templates.

The form for today is Posting Templates. The details regarding this form is as follows: - 

• Form Name & Number: - Posting Templates & 155

• Form Overview: - SAP Business One enables you to create fixed templates for journal entries that have a similar format but the recorded amounts vary from transaction to transaction. SAP Business One separates the amounts in accordance with the account assignment template. Creating templates saves a lot of time during quarter or year end closure. 

• Transactions & Activities: - The following list of activities are possible using this form : - 

• Create a transaction template referencing two G/L Accounts

• Create a template transaction between two business partners.