Add Special Lines to Document Lines

Not sure if my parents told me so, or maybe it was someone else’s wisdom, but turned out that “You can never be too careful” is a pretty good advice especially when it come to business. Take for example a sales quotation prepared for a new customer – you may have shared all the details and prices over a meeting or a call, and yet – when the customer receives the document some question marks or misunderstandings may still raise. To increase clarity and transparency SAP Business One enables you to incorporate special line types in marketing documents:

Adding the “Type” column to the document table enables you to set special type to the given line – “Text” for adding a line of text – where you specify and emphasize any important information related to the items above or below; “Alternative” – indicates that the item appears in this line is an alternative item and should not be included in the document total (this type is only available in Sales Quotation); “Subtotal” for adding a subtotal where needed, for example in case of long list of items, or when there are clusters of items for different types or purposes – e.g. subtotal for garden furniture and subtotal for the garden lightning.

Available in SAP Business One and SAP Business One, 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.