This week, we’ll talk about how SAP Business One offers new options for optimizing the process of adding and managing documents in the system. Whether you’re creating sales or purchasing documents, you can save time and improve productivity by choosing between the “Add and new”, “Add and view” or “Add and close” options, adjusting the workflow to your specific needs.
Documents. Order, delivery, invoice… purchasing or sales… every business generates lots of documents every day, and some users are creating documents all day! Many times after adding a document, you 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 – you have to work 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:
The “Add” button provides three options: “Add & New” same behavior as the “Add” button – adds the document and displays the window in an Add mode for creating additional document; “Add & View” – adds the document and displays it so you can review it once more, and “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.
