Managing Master Data in SAP Business One, Web Client

Objective

After completing this lesson, you will be able to manage business partners in SAP Business One, Web client.

How to Manage Business Partners

The Business Partners app in SAP Business One, Web client manages the information relevant for your relationships with customers, vendors, and leads (prospects).

When working with business partners, you can use the Business Partners and Create Business Partner apps to carry out the following tasks:

  • Search and filter business partners.
  • View and manage different views of business partner lists.
  • View, edit, create, and remove business partners.

This video demonstrates how to do these tasks so that you can manage business partners in SAP Business One, Web client.

To view and manage different business partner lists, on the SAP Business One, Web client home page, choose the Business Partners tile. By default, the list of customers appears. Here, you can carry out the following actions:

To filter the resultsChoose the Settings icon, then choose the Filter tab. 
To save a view for future use
  1. Choose the drop-down icon, then Save As.View Drop Down list to save a view for future use
  2. Enter a name for the view.
  3. If applicable, to make the view public for other users, select the checkbox.
  4. To save the view, choose OK. Save View pop-up window with the View named as Foreign Customers.

Note

The Credit Limit Utilization bar only displays when the Credit Limit option is selected in the SAP Business One Desktop client. To select the Credit Limit option, go to Administration → System Initialization → General Settings → BP tab.

Note

For details on how to set up the Attachments option, refer to the relevant section in the User Guide for SAP Business One, Web Client

Summary

To manage business partners in SAP Business One, Web client, you can:

  • View and process business partner lists by filtering, grouping, and saving custom views.
  • Create new business partner records and enter details such as addresses, payment terms, and credit limits.
  • Access and navigate between different business partner records, including viewing related activities and contact information.
  • Edit existing business partner details, such as contact information and user-defined fields.
  • Attach relevant documents and files to business partner records for easy reference.

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