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Author's profile photo Maya Shiff

Generating Documents? It’s a Job for a Wizard!

The Document Generation Wizard enables you to generate large number of marketing documents in batches. Over time, the wizard has been enhanced with various options, that can increase your day to day efficiency.

You can draw source documents of various types to the selected target document – for example, you can draw sales orders and deliveries to a given A/R invoice.

In addition, the consolidation options are expended, allowing you to consolidate the documents by various parameters such as numbering series, document currency, project code, etc.

The Document Generation Wizard is located under the Sales – A/R module. Available in SAP Business One, version for SAP HANA and SAP Business One. 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.

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      Author's profile photo Juan Martin Crivaro
      Juan Martin Crivaro

      Something that users usually ask me after showing this wizard, is that once saved from the scenario, the run can be scheduled directly from the server, without the need for a user to RUN the Wizard. It is a similar functionality to what happens with Payments.