Set up Early Year at Sap Business One

The following way to Things to Look For To Setup Early Years Sap Business One is

1. Making Period Indicators

Administration - Setup Financial - Period Indicator
Used to identify Transactions per Period, usually setup per year depending on needs

2. Period Post Making

Administration - System Initialization - Posting Period
 usually setup per year depending on needs

3. Setup Document Numbering

Administration - System Initialization - Document Numbering
For usually setup per year depending on needs

4. Setup the default series per document

Administration - System Initialization - Document Numbering

What if Document uses Series Per Group Authorization ???

So what must be considered is

1. Make sure you have setup for authorization per user

If you have several Series in 1 transaction document that is separated per Group according to location. Used to display the series used by users per group that is set up
As an example

01JAWA enter Group 1
02JAWA enter Group 1
01SMTRA goes to Group 2
02SMTRA goes to Group 2

And for Andi users categorized into Group 1, then when Andi logged into SBO and opened the document it was only visible
Series 01JAWA, and 02JAWA

And for the user manager Categorized into Group 1 and 2 then when Andi logged into SBO and opened the document it was only visible
Series 01JAWA, 02JAWA, 01SMTRA, 02SMTRA

From the explanation above, you can see the picture below to make it easier to understand, just give authorization to the group you need.

Note:

• Only Professional Licenses can do this setup.
• Setup is done only once when you first use SBO.

• Administration - System Initialization - Authorization - General Authorization

• Choose User - to Administration - System Initialization - Numbering Series

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