SAP Business One Implementation Step 3 : Create Your Master Records
The guideline is designed to facilitate clients, partners and others through the use of SAP Business One. The guideline is using SAP Business One version 10.0. The purpose of the guideline is to ensure the users can perform system configuration of SAP Business One.
In the business scenario shown here, your distributors send you a spreadsheet with new and updated customer master data. You want to import this data on a regular basis to provide warranty support.
Many companies need to periodically import bulk master data, especially when dealing with distributors and other third parties. Often this data is in the form of a Microsoft Excel spreadsheet.
The Import from Excel utility provides an easy way for companies to import data from a spreadsheet.
Using the Import from Excel utility, import multiple records for:
- Business partner master data
- Item master data
- Price list data
- Business partner catalogue numbers
- Journal entries
Access the Import from Excel utility from the opening balances, batch and serial number setup, and journal entry windows.
3 days
Verify the contents of the configuration with project team members before you make the setup and configuration changes.
SAP Business One version 10.0