Managing Master Data in SAP Business One, Web Client

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.

The following steps provide an outline of the task demonstrated in the Managing Business Partners in SAP Business One, Web Client video. 

1. 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 results	Choose the Settings icon, then choose the Filter tab.
To save a view for future use	Choose the drop-down icon, then Save As. Enter a name for the view. If applicable, to make the view public for other users, select the checkbox. To save the view, choose OK.

2. To add a new business partner, follow these steps: 

   1. Choose the Create Business Partner tile.

   2. Under each tab, enter all mandatory information about the customer and any additional relevant information. 

   3. To save the customer information, choose Add & View.  

3. To view business partner details, follow these steps: 

   1. From the home page, choose the Business Partners tile. 

   2. Choose the arrow on the right for the relevant customer. Here, you can view details such as the customer’s Credit Limit Utilization, relevant activities, contact person, and customer address.

4. To edit customer details, follow these steps: 

   1. Navigate to the business partner’s page. 

   2. Choose Edit. 

   3. Edit any of the framed fields where relevant.

   4. To save your changes, choose Update.

Item master data is a critical part of almost every business process. It controls how the item acts in the sales, purchasing, production, inventory, and service modules. An item master data record stores essential information, such as whether the item is purchased or sold, the price of the item, or the inventory level.

This video demonstrates how you can carry out the following tasks in SAP Business One, Web client: 

• View and manage different views of lists of items 
• Edit items with serials numbers and prices definition
• Define alternative items 

The following steps provide an outline of the task demonstrated in the Managing Business Items in SAP Business One, Web Client video.

1. To manage item list views, follow these steps:

   1. Under the Item Management tab, choose the Items tile. 

   2. To change the list view, next to All Items, select the drop-down.

   3. To input a specific item name, scroll through the list of items or use the search field.

2. To edit an existing item master data record, follow these steps: 

   1. From the list view, find the item you need to edit and select the arrow to the right of the item or select the item row.

   2. Choose Edit. 

   3. To change the relevant definitions for that item, select any of the tabs. 

   4. To save your changes, choose Update.

3. To define alternative items, follow these steps:

   1. On the home page, choose the Alternative Items tile. 

   2. Choose Edit. 

   3. To see the hierarchy of the defined alternative items, choose Expand. 

   4. Go to the end of the list of items and enter the item code for which you want to define an alternative item.

   5. In the Alternative Item column, enter the item code of the alternative item. 

   6. In the Match Factor column, enter a match factor value.  

   7. To define a reverse relationship between the alternative item and the original item, choose the alternative item row, and at the top, choose Reverse Link. The reverse relationship between the items appears automatically in the rows below.