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Express Configuration:

               To prepare SAP Business One for use at a company, you must configure various settings, such as accounting, inventory, business partners, sales, and purchasing. Express configuration assists you in configuring company databases by providing a wizard that guides you through the essential settings for each area. In addition, you can compare previous configuration settings so that you can detect changes to a configuration, which may cause errors in the application.

You can use express configuration to:

  •     Create a new company database using the express configuration wizard
  •     Configure an existing company database using the express configuration wizard
  •     Save configuration settings
  •     Compare configuration settings
  •     Display and print configuration reports

Procedure

Creating a New Company Using the Express Configuration Wizard

    Log on to SAP Business One and choose the Change Company button.

    In the Choose Company window, from the New dropdown list, choose New Using Wizard.

    In the Site User window, specify the site user ID and password.

    The Express Configuration Wizard appears.

    In the Welcome window, choose Next.

    In the Creating a New Company window, make the required settings and choose Next. For more information, see Express Configuration: Creating a New Company

    SAP Business One creates a new company with the company details you specified.

    When prompted, enter a password for the new company.

    In the SAP Business One End-User License Agreement window, specify the relevant data and choose I Accept.

    The express configuration wizard appears. You can continue configuring the company database by going through the wizard step-by-step, as described starting with step 2 of the section Configuring an Existing Company Using the Express Configuration Wizard below.

Configuring an Existing Company Using the Express Configuration Wizard

    From the SAP Business One Main Menu, choose Administration  — > System Initialization —> Implementation Center —> Implementation Tasks .

    The Implementation Tasks window appears.

    Click Configure Company Settings.

    The Express Configuration Wizard appears.

    In the Welcome window, choose Next.

    Configure the required settings in the following windows:

        Express Configuration: Step 1 – Company Details

        Express Configuration: Step 2 – Defining Currencies and Exchange Rate Postings

        Express Configuration: Step 2 – Defining the Chart of Accounts

        Express Configuration: Step 2 – Determining G/L Accounts and Tax

        Express Configuration: Step 2 – Defining the Inventory System

        Express Configuration: Step 3 – Banking

        Express Configuration: Step 4 – Business Partners

        Express Configuration: Step 5 – Inventory

        Express Configuration: Step 6 – Sales and Purchasing

        Express Configuration: Step 6 – Sales and Purchasing

        Express Configuration: Step 7 – Users

    To finalize the configuration, choose Finish.

    The application saves the settings, which you can view in the configuration report. To open the report, click the hyperlink in the final step of the wizard.

Managing Company Configurations-

With the express configuration feature, you can save the current company database configuration, compare the configuration with a former configuration, or compare two existing configurations.

You can generate different reports that show the details of the current configuration and existing configurations or comparisons thereof. The comparisons can help you to detect changes to a configuration, which may have caused errors in the operation of SAP Business One.

Procedure

Saving Configuration Settings
  1. From the SAP Business One Main Menu, choose  Administration  System Initialization  Implementation Center  Configuration Management  .

    The Configuration Management window appears.

  2. On the General tab, choose Save.
  3. In the Specifying Configuration Name window, enter a name for the configuration and choose OK.

    The application saves the configuration settings.

Renaming Saved Configuration Settings
  1. From the SAP Business One Main Menu, choose  Administration  System Initialization  Implementation Center  Configuration Management  .

    The Configuration Management window appears.

  2. On the Saved Configurations tab, right-click the name of a saved configuration and choose Rename.
  3. In the Specifying Configuration Name window, enter a new name for the configuration and choose OK.

    The application saves the configuration settings under the new name.

Displaying the Current Configuration Settings in a Report
  1. From the SAP Business One Main Menu, choose  Administration  System Initialization  Implementation Center  Configuration Management  .

    The Configuration Management window appears.

  2. On the General tab, choose View Report.

    The Current Configuration Report window appears, which shows information about the current configuration.

Displaying Existing Configuration Settings in a Report
  1. From the SAP Business One Main Menu, choose  Administration  System Initialization  Implementation Center  Configuration Management  .

    The Configuration Management window appears.

  2. On the Saved Configurations tab, click the name of the configuration that you want to display in a report.

    The Saved Configuration Report window appears, which shows information about the selected configuration.

Comparing the Current Configuration Settings with Previous Settings
  1. From the SAP Business One Main Menu, choose  Administration  System Initialization  Implementation Center  Configuration Management  .

    The Configuration Management window appears.

  2. On the Saved Configurations tab, select the configuration that you want to compare with the current configuration.
  3. Choose Compare with Current Configuration.

    The Configuration Comparison Report window appears, which shows information about the current and previous configurations.

Comparing Two Previous Configuration Settings
  1. From the SAP Business One Main Menu, choose  Administration  System Initialization  Implementation Center  Configuration Management  .

    The Configuration Management window appears.

  2. On the Saved Configurations tab, select the configurations that you want to compare.
  3. Choose Compare Selected Configurations.

    The Configuration Comparison Report window appears, which shows information about the two selected configurations.

Determining Default Print Layouts for Configuration Reports
  1. From the SAP Business One Main Menu, choose  Administration  System Initialization  Implementation Center  Configuration Management  .

    The Configuration Management window appears.

  2. Select the Saved Configurations tab.
  3. In the toolbar, choose Layout Designer... (Layout Designer…).
  4. In the Choose Report Type window, select the checkbox that corresponds to the report type that you want to display.
  5. In the Layout and Sequence window, select the layout for the document type, choose the Set as Defaultbutton, and choose OK.
Creating User-Defined Print Layouts for Configuration Reports

You can customize the print layouts of configuration reports according to your business needs. For more information, see the document How to Work with Crystal Reports in SAP Business One on SAP Service Marketplace.

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3 Comments

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  1. Damaris Sierra

    Verify  SAPB1 Integration Event Sender(service) and  stop it, if  it is necessary ,then.

    • From the SAP Business One Main Menu, choose Administration  — > System Initialization —> Implementation Center —> Implementation Tasks .
    • The Implementation Tasks window appears.
    • Click Configure Company Settings…
    (0) 
  2. Sara Araby Mohamed

    It is very useful one, but I have a question when you create a New Company Using the Express Configuration Wizard in the Accounting step and I choose enable advanced GL account, there is pop up window appeared to ask about Migration options as attached, my question is what is the result of the 3 selections.

    B1.jpg

    (0) 

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