TeamViewer Support Licence Portal
25. July 2026

SAP Business One: Payment Consolidation | Tips and Tricks with Bruno

 

Want to combine multiple invoices into one payment? It’s possible!
Bruno shows you how to create payment consolidations in SAP Business One – and what you need to pay attention to, as changes are no longer possible after saving.

💡 Ideal for accounts receivable/accounts payable teams and finance managers.

https://www.dataunit.ch/sap-business-one/

#SAPBusinessOne #Payments #Accounts Payable #ERP

 

At the end of the year, foreign currency accounts must be valued correctly – but it is often unclear how exactly.
Bruno shows step by step how to cleanly post exchange rate differences to general ledger accounts and business partners in SAP B1, including handling house and system currency.
🎯 Ideal for accounting teams and year-end closing professionals.

https://www.dataunit.ch/sap-business-one/

#SAPBusinessOne #Year-end closing #Exchange rate #Accounting

 

Since version 10, SAP B1 offers separate gross/net pricing modes – but only if the settings are configured correctly.
Bruno explains what you need to pay attention to regarding company settings, price lists and receipts to avoid mistakes.

💡 Particularly relevant for sales, controlling and DTW imports.

https://www.dataunit.ch/sap-business-one/

#SAPBusinessOne #PricingMode #GrossNet #Sales

 

Special price or discount group? Which takes precedence?
Bruno explains the discount logic in SAP Business One – and how to avoid pitfalls in the sales process.

🎯 Perfect for anyone who works with individual customer terms.

https://www.dataunit.ch/sap-business-one/

#SAPBusinessOne #Discounts #SpecialPrices #Sales #SMEs

 

Do you use different units of measure for each item?
Bruno shows how to define conversions using a user-defined factor (UDF) – and why this only works before the first movement.

📦 Ideal for purchasing, inventory management & product maintenance.

https://www.dataunit.ch/sap-business-one/

#SAPBusinessOne #UnitsOfMeasurement #UDF #Warehouse

 

Manual document reference – a true superpower.

Everyone knows the linking plan. But did you know that you can also link documents manually? Even those that SAP automatically leaves open?

Bruno will show you how to use this to make connections visible – for you and your entire team. Clearly understandable even months later.

🎥 Tips and tricks with Bruno – from DATA UNIT.

tipsandtricks@dataunit.ch
http://www.dataunit.ch

 

Three fields that can significantly improve your warehouse management.

Minimum stock level, maximum stock level, required stock level – when used correctly, they help you to keep your stock levels under optimal control.

Bruno explains:

When SAP informs you in a timely manner – and when an audit takes effect.

Why the maximum quantity only takes effect upon receipt of goods.

How the dispatch assistant uses these quantities.

This topic came directly from a customer question. Do you have one too? 📩 tippsundtricksmitbruno@dataunit.ch

🎥 Tips and tricks with Bruno – from DATA UNIT.

tipsandtricks@dataunit.ch
http://www.dataunit.ch

 

International VAT can be very simple.

As soon as different tax rates come into play, the tax code determination in SAP Business One helps you enormously – if you set it up correctly.

Bruno will show you the way:
📍 Administration – Definition – Tax – Tax Identification

And the most important tip: Specific rules first, general ones last. Because the first applicable condition takes precedence.

🎥 Tips and tricks with Bruno – from DATA UNIT.
tipsandtricks@dataunit.ch

 

From order to delivery – clean and traceable.

Your customer has placed an order. Now we’re preparing it. SAP Business One maps this entire process – including order picking.

Bruno will show you how to map the entire setup process from customer order to delivery. Structured. Transparent. All in SAP.

🎥 Tips and tricks with Bruno – from DATA UNIT.

tipsandtricks@dataunit.ch

http://www.dataunit.ch

 

Document lines are protected – your own fields remain flexible.

Document lines in SAP are protected from the moment of delivery or goods receipt. However, you can still edit user-defined fields – if you know the correct setting.

Bruno will show you where to activate it. Per receipt. In two clicks.

⚠️ Available from newer SAP Business One versions onwards.

🎥 Tips and tricks with Bruno – from DATA UNIT. Because good support goes beyond the basics.

tipsandtricks@dataunit.ch
http://www.dataunit.ch

 

Have you ever gotten the most out of SAP Business One? Most people only use a fraction of its capabilities.

In our new series, Bruno shows you in short videos what SAP Business One can do. Direct. Practical. To the point.

The first episodes are coming soon – stay tuned so you don’t miss any.

🎥 Tips and tricks with Bruno – from DATA UNIT.
tippsundtricksmitbruno@dataunit.ch

http://www.dataunit.ch

 

A small checkbox that can save you a lot of time.

Does this sound familiar? SAP displays a warning, you click “Yes” – and then you want to know how SAP will handle it next time. You can control this with your message preferences.

Bruno will show you where to find these settings, how to consciously control them – and how to noticeably simplify your daily work routine.

📍 Administration – Definition – General – Message Preferences

Two minutes. Immediately implementable.

🎥 Tips and tricks with Bruno – from DATA UNIT. Your SAP Business One partner, even after go-live.

tipsandtricks@dataunit.ch

http://www.dataunit.ch