When outputting business partner master data in SAP Business One, you can quickly end up with more data than necessary. We'll tell you how you can improve clarity considerably with a small setting.
It all depends on the right setting(s)
Are you familiar with this too? Since you started working for your employer, software has been installed that is already preconfigured or you have adapted the approach of your predecessor or your colleagues.
Sometimes that's a good thing. However, work processes could often be much more efficient. That's why we're giving you a few tips here that will make it easier for you to work with SAP Business One and also help you save time.
| Business partner master data | Current contact person |
| Your customer list is long. But you only want to see the current customers? Then simply check the "Active" box in the customer search and only display active customers. | Over the course of time, you have entered many contact persons in SAP Business One for an existing customer. If another colleague who is not permanently involved with this customer wants to find the right contact person, this often becomes very difficult. You should therefore set the selection point to “Active” so that all previous contact persons are not displayed. In addition, when entering contact persons, it is always advisable to fill in the data record as completely as possible. A reference to the departmental affiliation and position of the contact person will help you to find the right contact person later. You can do this in the horizontal menu under ID contact person. |
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