A picture is worth a thousand words. Yes, another cliché - but it's true, isn't it? We prefer short videos over detailed manuals and pictures over descriptive text - you get a quick overview! And that's how it is with the SAP Business One Relationship Map, also called the relationship map. With one click one can see the context and flow of a specific document. The entire business process, the history, the steps, the procedure and the status can be traced.
Always with "Copy from/to" to the logic diagram
The linkage plan is a useful tool in SAP Business One. It offers a clear
Graphical representation of the relationships between marketing documents with details and business partners involved. To create the standard connections between the documents, users must use the "Copy to" and "Copy from" functions. The SAP Business One Relationship Map only displays the connection if the end user has selected the Target documents created directly from already existing documents.
View the SAP Business One Relationship Map
To view the SAP Business One Relationship Map, navigate to any document. For example, if the user wants to examine details of a sales order, they must navigate to an existing Order open. Once the sales order is open, the user has the option to view the relationship overview by right-clicking on the
Click on the document. The menu opens and the SAP Business One Relationship Map can be called up from there via the "Relationship map" menu item.
The linkage plan has several view options:
- Document tree
- Booking details
- Associated elements
- Referenced documents
- Related framework agreements
- Pick lists
Information a click away
The graphic display provides the user with some information in the linkage plan. For example, the lock symbol indicates whether a document is closed or open. The printer icon indicates whether a document has been printed. The red or green underline in the Outgoing Invoice field, which indicates whether a document has not been paid or has already been paid. To see the details of the voucher, you can jump directly into each voucher from the graphical view. The document opens in SAP Business One after clicking on the item.
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