The Record Age Wizard in SAP Business One

The Report Age Wizard in SAP Business One permits you to make various archives in groups, rather than individually. This is like doing a mass duplicate/glue starting with one kind of showcasing record then onto the next.

 

This device can be exceptionally helpful when you want to produce a high volume of records. You’ll likewise have different choices while running the wizard with respect to the determination measures of the base and target reports, as well as choices on the most proficient method to merge various base archives into one objective record.

 

Remember that the Report Age Wizard changes one sort of deals archive over completely to another. The wizard can’t make records without a base report; for this, you’d utilize repeating exchanges.

 

The most run of the mill model utilizing this device is the mechanized age of A/R solicitations in view of open conveyances in the framework. In our model, A/R invoicing assistant needs to consequently make A/R solicitations from the earlier day’s conveyance. Clients ought to just get one receipt for the earlier day’s conveyances, regardless of whether they got numerous conveyances around the same time.

 

You’ll track down the Archive Age Wizard in the Deals (A/R) menu simply under the deals archives, as displayed beneath. Click Archive Age Wizard to run the wizard, and in the wake of perusing the underlying message, click Close to get to Stage 1. Note that the figure beneath shows four open conveyances from 08/31/2021 (at the actual first spot on the list) that we’ll use to make target archives.

 

After the wizard is ready to go, follow these means:

 

1. In the Record Age Choices window displayed in the following figure, you can characterize another boundary set for a computerized report creation run. As such, you can save their settings for the mechanized run and use them again later on. Saving these boundaries is helpful in our situation where our A/R invoicing assistant needs to create A/R solicitations consistently founded on the earlier day’s conveyances. In this window, give your boundary set a short name and a long portrayal. (The choice to save the boundary set comes later all the while.) whenever the wizard is sent off, you’ll get the choice to stack a current boundary set. Click Close to move to the subsequent stage.

 

2. In the Objective Report window displayed straightaway, determine what sort of target archives you might want to make as a feature of the computerized record creation run. In our model, we might want to make solicitations, yet you can likewise make deals requests, conveyances, or returns. You can likewise determine different characteristics of the archive, for example, the posting date, report date, number series, type (thing based or administration based), and conversion scale choices. Notice additionally that you have the choice to make the objective reports as drafts, which can be helpful on the off chance that the subsequent objective archives should be inspected. Click Close to move to the subsequent stage.

 

3. In Sync 3 of the Record Age Wizard, you’ll characterize the choice models for which base archives will be remembered for the robotized report creation run. In the Kinds region on the left half of the beneath figure, pick one of three report types: Deals Citations, Deals Requests, or Conveyances. Then, select a scope of posting dates, conveyance dates, or a numbering series. Past these rules, you may likewise choose a bunch of extended determination measures (five extra standards altogether). The extended determination rules incorporate numerous standard SAP Business One fields yet can likewise oblige custom information fields. In the Sort By region, you can determine in what request the base reports are transformed into target records in light of a channel set of three unique measures. The Don’t Make Docs. Cont. Zero Qty. Lines or No Lines checkbox smothers the formation of new reports that would contain zero amount lines or no lines by any means. Click Close to move to the subsequent stage.

 

4. Pick explicit choices for which base archives ought to be solidified into one objective report from the Combination window displayed here.

 

In this window, you have two solidification choices, displayed as radio buttons:

 

No Solidification: Pick this choice to see one receipt for every conveyance.

 

Merge By: In the solidification model, the framework generally defaults to uniting base reports of a similar colleague. (Merging across various colleagues wouldn’t seem OK.) Past this essential framework default, you can decide to combine based on Framework Defaults, Boat To Address, Installment Terms, or Installment Technique by actually looking at those crates and other extended rules. As in the past, you can arrange client characterized fields to act as the premise of union. Click Close to move to the subsequent stage.

 

5.In Stage 5 of the Record Age Wizard, you’ll choose a specific reach or gathering of clients on which to create reports consequently. In our model, we essentially tapped on the Add Clients button close to the base right piece of the window displayed beneath; by not determining any client determination rules, all clients were added.

 

6. In the Messages and Alarms screen displayed in the following figure, you’ll characterize what the framework ought to do assuming that information is missing or on the other hand if archive based cautions come up while producing objective reports from base records.

 

A common illustration of an alarm would be in the event that the framework doesn’t have an ongoing conversion standard on which to base reports for clients that have various monetary standards. Notwithstanding, cautions can likewise be set off by deviations from credit limits or lacking stock.

 

Utilizing the Missing Information, Accounting, and Stock dropdown records, indicate what move ought to be made assuming that these special cases happen: Jump to Next Client, Jump to Next Report, or Request Client Affirmation.

 

7. Before you can run the computerized creation process, you have the choice to save and additionally execute the report age run that has been indicated. Beneath shows the Save and Execute Choices screen of the Record Age Wizard, where you’ll choose whether to execute just, save your boundary set and afterward execute, or save the boundary set and exit as opposed to executing. Assuming you decide to execute the boundary set, a message will spring up advance notice you that pushing forward will probably bring about making reports on the framework. Click Yes to execute the boundary set.

 

8. The last step of the wizard is to survey the Synopsis Report screen to realize whether the computerized record run was fruitful and what archives were made subsequently. This Synopsis Report, displayed in the last figure, will likewise log any mistakes that were experienced during the run. In our model situation, two objective records were made from three base reports, and no mistakes happened. The new A/R solicitations are presently added to the framework and can be found through the new archive numbers gave in the Synopsis Report.

Leave a Comment