Document settings (or document settings) are a central component of system initialisation in SAP Business One, with which the functional behaviour and default values for documents and master data in the Purchasing, Sales, Warehouse Management and Financial Accounting modules are defined.
In SAP Business One, the document settings are an important tool for customising the system to a company's specific requirements. Via the path administration > System initialisation > Document settings users control global rules and special mechanisms for processing all business transactions and master data.
The settings are divided into several tabs. On the tab Generally users define specifications that apply to all documents in sales and purchasing. Here, for example, they define the basis for calculating the gross profit and activate the gross profit calculation for the entire company. This is also where they control how the system deals with negative stocks by activating or deactivating blocks at company or warehouse level. You can also set options for blocking multiple outline agreements for the same document and define rules for dealing with document references.
The tab Per receipt enables detailed settings for each Document type, for sales and purchasing documents, bank processing, accounting, warehouse management and production. This determines how the system reacts to duplicate customer or supplier reference numbers, whether the field Remarks is mandatory for manual and automatically generated journal entries and whether positive opening balances with zero price are permitted. In addition, options for the management of serial or Batch numbers The system can also be used to control the allocation of stock postings only when they are released. Users also define whether a capitalisation credit note is automatically generated when an asset is purchased with a discount, and they specify whether serial or batch items are preferably issued by storage bin or by serial/batch information. They can also determine whether customer equipment master data is automatically created for delivery notes or outgoing invoices with serial numbers.
On the tab Electronic receipts users activate the function for electronic receipts and define default settings for importing business data in electronic formats such as XML fixed. This allows, for example, electronic incoming documents to be transferred to SAP Business One documents such as outgoing invoices. The document settings therefore make a significant contribution to ensuring automated processes and compliance with internal business requirements in the system.
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