SAP Business One Tips and Tricks: Setting Up Alerts and Approvals

▤ Summary

During a recent webinar, Vision33’s Yves Beaucage provided tips and tricks to help SAP Business One users navigate alerts and approval procedures. You can send alerts to anyone at any frequency via email, a dashboard, SMS, and fax. Alerts are a smart way to build a working list of things like ‘orders on hold’ or ‘items returned by a customer but not yet returned to the supplier.’ Within the alerts, you’ll see the familiar golden arrows that let you drill down into the information. Under Approval Templates, you’ll find a comprehensive list of documents related to sales inventory, blanket agreements, purchasing, and payment. To learn more about alerts and approvals and see Yves’ step-by-step instructions, access the on-demand webinar below.

▦ Linked Companies

vision-33

$10M to $25M