SAP software offers features that simplify your SME’s operations. Every week, we share tips that highlight how these features can benefit your business.
This week, we talk about the functionality to copy attachments between documents in SAP Business One. With this option, you can define whether attachments from the base documents should be copied to the target documents, ensuring that all the relevant information follows the process without the need for manual actions.
We all appreciate well defined processes. Why? It’s simple! Good process makes your work more efficient: saves you time, effort, money… enables you to do your work better. Think about sales process for example: you start with Sales Quotation, continue to Sales Order, Delivery (if goods are involved), and A/R invoice. The “Copy To” buttons in base documents makes the transition to the next stage efficient and accurate – data copied, references are made and paper trail is recorded. And the attachments? Should attachments be carried on to target documents along the process? It’s your decision to make! SAP Business One introduces a setting allowing to copy attachment from base document to target document. You can set the default behavior for the company in the Document Settings window:
By default this option is not selected. When selected, attachments from base documents will be copied into target documents. For exceptional cases, where the company setting does not fit, you can change the setting for the specific document in the Attachments tab:
Available in SAP Business One 10.0 FP 2008 and SAP Business One 10.0 FP 2008, version for SAP HANA.
