Select Your Recurring Trans. Templates

Recurring transaction templates are very useful: it makes the work more efficient, saves time and … helps reducing human errors. Considering the frequent changes in the business world and the continuous effort to improve processes, many companies have defined over the years long lists of recurring transaction templates for various purposes. To enhance user experience and increase efficiency, SAP Business One introduces Selection Criteria form for narrowing down the list of recurring transaction templates: 

Here you can set the required parameters based on validity, date ranges, business partner range, and document types. Clicking the OK button displays a list of recurring transaction templates that fit your selection criteria.

Available in SAP Business One 10.0 FP 2008 and SAP Business One 10.0 FP 2008, version for SAP HANA. This tip and all the other tips are available on the Tip of the week community page. You can also visit the Implementation Arena for useful implementation tips.