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where to find long term sales contracts with regular invoices (billing)?

Former Member
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Hello,

I'm exploring SAP Business One and wondering if there are long term sales contracts with billing plan exist?

It is needed to create invoices every month while the contract is valid.

How one could achieve that with SAP Business One?

Thank you in advance!

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
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Hi,

Unfortunately, B1 is only a compact package for SME. There is no such comparable functions with big ERP package.

If you are using the latest version, you may get newly added recurring functions to most documents.

Thanks,

Gordon

Former Member
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Thank you, Gordon,

but is there any ability in B1 to create at least a template for an invoice document, so one could enter only new date every month?

Or it is impossible without data or user Interface API from SDK?

Former Member
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You may use Draft function for it. Draft document works like template. You can always copy from it.

Former Member
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Thank you,

drafts are acceptable solution, although not ideal.

P.S. While checking drafts I discovered "Duplicate" option from context menu, but it clears customer. Is it possible to customize what fields are copied during duplication?

Former Member
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Duplicate is another function can be used.

What do you refer to as customize what fields are copied during duplication ? You can change any field data because it is a new document.

Former Member
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When I tried to duplicate an order every field is copied except a "customer" field (I do not know why). So I proposed that there must an option where one can specify what fields are copied and what cleared during duplication.

Former Member
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No. There is no customization option. You have to manually enter customer field. This is by system design.

Former Member
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Thank you, Gordon!

I know how to solve problems with SAP NetWeaver products, but now is trying to understand how SAP B1 could be used for a particular small company, what would be the pain points and so on. Unfortunately I found no good documentation about the actual B1 system design limitations for customization and UI/DI programming.

Former Member
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If you are good on NW, you will be able to grasp B1 quickly. Be patient, one step at a time. Lower your expectation may also help due to the fact that B1 is only for SME.

Answers (1)

Answers (1)

Former Member
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HI

you can set the item or BP valid for the certain period of time by giving valid from date,to date.....

you can achieve your goal by this.....

Former Member
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I think there is a misunderstanding. I failed to find how to create long term contracts and have no problems with valid dates at all.

In SAP ERP I can easily create contract (va41), specify billing plan for any item and periodically execute billing documents creation (vf01). So it is only needed to create one document (contract) for specific customer and automatically generate billing documents later for active contracts.

Is it possible to do something similar in SBO? Could one enter conditions for invoice generation once and regularly just generate them?