Show Only What You Really Need

Good service is not a luxury. We all expect to get it in every business, agency, or office – from sales persons, doctors, officials, consultants, etc. This is why companies invest so much in continuous improvement of their provided services: streamlining processes, measuring efficiency, etc. Sometimes, big changes are needed – for example hiring additional teams, in other cases small changes can make a difference e.g. add or remove step in solution review process. To enable your service providers use the up-to-date values, and ensure the reports are accurate, SAP Business One enables you to hide irrelevant values related to Service Calls and Solutions:

For each of the highlighted fields above, you can open the “Setup” window by choosing the “Define New” option in the dropdown menu, and deselect the values that are no longer relevant. For example – it was decided that no need review solutions on team level, and it’s enough that an expert will review:

As a result only the values that are set to “Active” appear in the dropdown menu, allowing the users who process service calls to be more efficient and maintain accuracy.

Available in SAP Business One 10.0, 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