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Former Member

Best Way to Create Cash Bill in SAP Business One

Hi Experts,

My company has a sales document called cash bill, it is for item/service cash sales transaction.

We actually finding a best way to create cash bill, and I found that it can be created either in "A/R Invoice" or "A/R Invoice + Payment"

But we have problem for both "A/R Invoice" and "A/R Invoice + Payment".

1) If we use "A/R Invoice", the user might forget to create payment means before clicking "Add".

2) If we use "A/R Invoice + Payment", we can't create the cash bill for service call, because we can only create "A/R Invoice" in service call expenses document.

3) If we use both "A/R Invoice" for item cash bill, and "A/R Invoice + Payment" for service cash bill, we have the problem to view the cash bill numbering. Because they both share the numbering, but we can't view both of them at the same place.

From the above requirements, is there any other better way for us to create the cash bill?

Thank you.

Best regards,

Low

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  • Best Answer
    author's profile photo Former Member
    Former Member
    Posted on May 27, 2015 at 09:08 AM

    Hi Low,

    You can make use of SBO TN to block addition of A/R Invoices for cash sales if user does not select Payment means.

    Regards,

    Isaac K.

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    • Former Member Former Member

      Hi,

      With the help of transaction notiication, you can receive notifications on data driven events. This code fires when any DML operation is performed on SAP objects like document or master.

      This template is there by default in sql wherein you can write your own code as per business scenarios.

      Regards

      Narayani

  • Posted on May 28, 2015 at 05:25 AM

    Hi Low,

    You may set Cash Payment Term for cash BP and system will pop-up you payment means window once you clicked on "Add" button.

    Or else

    You may right SP (Store Procedure) Notification for Invoice when numbering series has been selected "Cash" Then transaction cannot be add without payment means. It means you can block the invoices without incoming payment for specific series.

    Check some samples

    The SP_TransactionNotification Stored Procedure

    Regards,

    Sachin

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  • author's profile photo Former Member
    Former Member
    Posted on May 27, 2015 at 10:29 AM

    HI Low,

    for your 1st point, do u want that as soon as the user post the AR Invoice Payment window gets open???

    Regards,

    Bhushan Verma

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    • Former Member Former Member

      Hi Low,

      For your payment means concern you can define a new payment term as Cash Bill and under the setup u need to enable Open Incoming payment option with payment means, this will make the payment window open as soon as AR Invoice is added.

      and yes this will effect for both numbering series.

      Regards,

      Bhushan Verma

  • Posted on Aug 01, 2016 at 09:51 PM

    Sap business one mean sap business one team will reply our doubt directly. Can I issue tickets to sap business one directly.

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