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Re: How to carry forward any open documents in a new SAP B1 Implementation

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I have always created Service Type documents for my open documents. 

 

My opening process is:

1. Goods Receipt for Opening Inventory (Quantity and G/L). 

     - This can be done through the Inventory Count as well

2. Service Type documents for Open A/R Invoice, A/P Invoice, GRPO, and Delivery. 

     - Basically any document that creates a journal entry should be posted as a Service Type document.

     - This takes care of all of your Accounts receivables and Payables.

     - The Line Item Description I add the parts and description so that they can be identified.

3. Open Purchase Orders and Sales Orders are the only documents I place as Item Type documents so they can still go through pick and pack.

4. Then perform opening balance on any other accounts

5. Adjustments through journal entries.


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