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500+ FREE Tips SAP Business One for you to Become SAP B1 Super User from Sterling Tulus Cemerlang (STEM)

Let The System Remind You

No need to always remembering your routine transactions. Let SAP Business One handle it.

If you have one or more transactions that always occurs in a certain of time (for example weekly or monthly), you can create a document or template document so everytime you login, it will show a pop up window to remind you that you have a document to execute.

In this example, You want to create a recurring journal transaction to pay your monthly internet fee .

Fig 01. Create Recurring Posting

Fig 01. Create Recurring Posting

 

Next time you login to SAP Business One, a window will pop up showing list of recurring transactions need to be executed

Fig 02. List of Recurring Posting

Fig 02. List of Recurring Posting

 

Once the transactions executed, you can check it in respective menu. In this example, because I want to create a journal, then I can check it in Journal Entry menu.

Fig 03. Executed Recurring Post

Fig 03. Executed Recurring Post

Besides Journal Entry, Recurring Posting can also be used for marketing documents.

Also read:

Run Your Business With The Piece of Mind Using SAP Business One

This article was written by PT. Sterling Tulus Cemerlang
More details about SAP Business One,
email to: sales-enquiry@sterling-team.com or call +6221-5806336 or wa +6287786555055