It doesn’t matter if your business is doing well or you are just starting your activity and wish to success – either way, each and every customer counts. Monitoring the customers activity is critical for the business – how much does the customer awe you, how many orders and deliveries are still open, etc.
To enable you a quick access to the customers’ balances SAP Business One provides you all the balances in one place:
Click the golden arrow next to the required balance and get a detailed report. You can choose whether to display the balances in BP currency, local or system currency. Clicking the graph icon next to the balance displays the sales analysis report for the given customer with graphical presentation. This option is available for customers, vendors and leads.
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.