SAP Business One Navigation: Add; New, View or Close Document?

SAP Business One Sales & Purchasing Documents - New Process.

Tip of the month

Documents. Order, delivery, invoice… purchasing or sales… every business generates lots of documents every day, and some users are creating documents all day!

Often, after adding a document, you may want to take another look and review it....Just in case! 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, if your team are creating lots of documents you have to hunt 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:

Step-by-Step Guide for Entering Documents on SAP Business One 

Head over to your SAP Business One system and into A/R invoice. 

The "Add" button provides three options:

  1. "Add & New" the same behaviour as the "Add" button this adds the document and displays the window in an Add mode for creating additional document
  2. "Add & View" – as it says, this adds the document and displays it so you can review it once more
  3. "Add & Close" - adds the document and closes the window afterwards.

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

Available in SAP Business One 10.0 PL01 and SAP Business One 10.0, version for SAP HANA PL01.

Contact us for more information

Please contact us if you require any assistance or should you have any questions on this function and or required additional training. If you have other topics you would like us to discuss, please let us know by clicking below. We hope to hear more from you soon. 


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