Appendix B contains useful information on how to use SAP Business One in your daily work.
You will find an overview of all shortcuts, buttons, and icons contained in SAP Business One.
A
A.1
SAP Business One at a Glance
Shortcuts
Table B.1 contains a comprehensive overview of all general shortcuts (also referred to as shortcut keys).
Function Go to the next field that is ready for input Go to the previous field that is ready for input Go from line to line in a text field that contains multiple lines Undo Restore Copy text Cut text Paste text Shortcut Tab key Shift + Tab key
Return key
Ctrl + Z Ctrl + Shift + Z Highlight text and press Ctrl + C Highlight text and press Ctrl + X Position cursor in target field and press Ctrl + V Alt + [Letter] that contains the underscore Ctrl + P Click on the first line, then press and hold the Shift key and click on the last line of the relevant area
Select a function containing an underscore in the description Print Select several lines that directly follow each other
Table A.1 General Shortcuts
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SAP Business One at a Glance
Function Select separate lines
Shortcut Click on the first line, then press and hold the Ctrl key and click on another line Press and hold the Ctrl key and click on the respective line Ctrl + A Ctrl + F Ctrl + left arrow Ctrl + right arrow Ctrl + D Ctrl + double-click on field name Any letter plus Tab key Enter day (e.g., 12) plus Tab key Enter day and month as digits (e.g., 1210) plus Tab key Enter day, month and year as digits (e.g., 121006) plus Tab key
Deselect a line
Switch to Add mode Switch to Find mode Scroll to previous data record Scroll to next data record Duplicate data record Change field names in an editing window Enter the current date Enter a date of the current month Enter a date of the current year
Enter any date
Table A.1 General Shortcuts (cont.)
Table B.2 contains a comprehensive overview of all shortcuts (shortcut keys) within a table.
Function Duplicate row Delete row Shortcut/Shortcut Key Ctrl + M Ctrl + K
Select a business partner in the Journal Entry Ctrl + Tab key Sort table by a column in ascending order Sort table by a column in descending order Double-click on column header Alt + double-click on column header
Table A.2 Shortcuts in a Table
Table B.3 contains a comprehensive overview of all shortcuts (shortcut keys) in purchasing and sales documents.
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SAP Business One at a Glance
A.2
Function Display row details Document settings Gross profit Means of payment Volume and weight Transaction journal Open base document Open target document Go to Business Partner ID input field Go to the first row of the table Go to the last row of the table Go to Remarks field Call item serial number when adding a sales document Call last prices in a sales document
Shortcut/Shortcut Key Ctrl + F Ctrl + B Ctrl + G Ctrl + Y Ctrl + W Ctrl + J Ctrl + N Ctrl + T Ctrl + U Ctrl + H Ctrl + E Ctrl + R Ctrl + tab key in the Quantity field of the item in document or row details Ctrl + tab key in the Price field of the item in document or row details Ctrl + tab key in the Warehouse field of the item in document or row details Ctrl + B
Call inventory report for a warehouse in a sales document Copy amount due in Totals field in Means of Payment tab (Incoming Payment, Outgoing Payment windows)
Table A.3 Shortcuts in Purchasing and Sales Documents
A.2
Icons and Buttons
Table B.4 provides a general overview of icons and buttons that are used to operate the program.
Icon Description/Comment Orange-colored arrow opens the window behind it Dropdown opens the dropdown menu behind it
Table A.4 General Overview of Icons and Buttons in SAP Business One
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SAP Business One at a Glance
Icon
Description/Comment Selection list opens the selection list Orange-colored triangle expands the structure behind it; a second click on the triangle collapses the structure
Table A.4 General Overview of Icons and Buttons in SAP Business One (cont.)
The buttons listed in Table B.5 are contained in the toolbar.
Icon Description/Comment Print preview If this icon is activated, you can call a report view for the currently active window in print preview (e.g., purchase order). Print If this icon is activated, you can print a report view for the currently active window (e.g., purchase order). Email This icon enables you to dispatch the currently active document (e.g., A/R invoice) via email. By clicking on this button, you confirm that the document should be attached to the email. Finally, you must click on Send. Fax This icon enables you to dispatch the currently active document (e.g., A/R invoice) as a fax. By clicking on this button, you confirm that the document should be attached to the electronic fax message. Finally, you must click on Send. Export to MS Excel Export to MS Word Start application This icon enables you to start other programs. Lock screen Click on this button to lock the screen and protect your data when you leave your PC and work center. You can unlock the screen by entering your own login and password or that of a super user. Find data record Add data record
Table A.5 Overview of Toolbar Buttons
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SAP Business One at a Glance
A.2
Icon
Description/Comment First data record Previous data record Next data record Last data record Filter table Sort table Base document Target document Gross profit Means of payment Calculate volume and weight Journal entry Use this button to call the journal entry report. Print layout designer Form settings Query manager Messages/Alerts overview Calendar Help
Table A.5 Overview of Toolbar Buttons (cont.)
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SAP Business One at a Glance
A.3
Document Abbreviations in SAP Business One
The following table contains an alphabetical list of all document abbreviations used in SAP Business One.
Document Abbreviation AU BC BE BE BE BE BK BL BR CP DT DT EL ES GV IF IM JE KR LS LT MR PA PO QU Document Type Sales Order Closing Balance A/P Invoice A/P Reserve Invoice Internal Invoice A/P Debit Memo A/ Credit Memo Incoming Payment Return Checks for Payment A/R Down Payment Invoice A/P Down Payment Invoice Goods Receipt PO Opening Balance Bill of Exchange Deposited Landed Costs Inventory Transfer Journal Entry A/R Credit Memo Delivery Stock Posting Inventory Revaluation Production Order Purchase Order Sales Quotation
Table A.6 List of All Document Abbreviations in SAP Business One
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SAP Business One at a Glance
A.3
Document Abbreviation RE RE RE RE RE RE RE RE RU SI SI SO SO TT ZL
Document Type A/R Invoice A/R Invoice and Payment A/R Reserve Invoice A/R Debit Memo A/R Invoice Exemption Sales Invoice Sales Exempt Invoice A/R Export Invoice Return Goods Receipt Goods Receipt from Production Goods Issue Goods Issue to Production Postdated Credit Vouchers Outgoing Payments
Table A.6 List of All Document Abbreviations in SAP Business One (cont.)
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