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Add and… New, View, or Close?

This blog post is part of a series called “Tip of the Week”. This week’s tip will review options regarding adding new documents.

Documents. Order, delivery, invoice… purchasing or sales… every business generates lots of documents every day, and some users are creating documents all day! Many times after adding a document, you want to take another look and review it. Just in case. You can either click the “Previous Record” button and hope that not too many documents were added by other users in parallel, or search for it … in a nutshell – you have to work for it… In order to save you time and increase usability and productivity SAP Business One introduces new options for adding sales and purchasing documents:

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The “Add” button provides three options: “Add & New” same behavior as the “Add” button – adds the document and displays the window in an Add mode for creating additional document; “Add & View” – adds the document and displays it so you can review it once more, and “Add & Close” – adds the document and closes the window afterwards. Your last choice will appear as default the next time you open that document.

Available in SAP Business One 10.0 PL01 and SAP Business One 10.0, version for SAP HANA PL01.

I hope you found this information helpful and as always, I’m looking forward to your feedback in the comments section below. If you do have questions about SAP Business One, feel free to ask them here in SAP Community Q&A. This tip and all other tips can be found in the tag #tipoftheweek. To receive notifications about new related blog posts, please follow my profile and change your settings in your profile. Also, check out our SAP Business One Community page with lots of helpful links and resources.

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