Customization Tools for Business One

Advanced Customization for SAP Business One is aimed at making customizations smoother and easier to do. This solution is very user-friendly and allows the end-user to carry out configurations which were only previously possible for developers. Advanced Customization has several modules which can be turned on and off manually.

Accomplish just some of the following:

  • Create mandatory fields;
  • Centralize workflow and create shortcuts;
  • Change the layout of windows;
  • Hide fields not needed;
  • Create recurring invoices;
  • And much more.

Product Features

Function Buttons

Place custom buttons in every window in SBO and tie them to formatted searches or one of the 30 special functions provided, including the datalauncher that enables you to launch other programs with data-specific arguments.

Advanced Customization Validation System

Define triggers and conditions for activation of Universal Functions.

Universal Functions

A set of function types that allows predefined functions to be assigned user- defined events.

Global Exchange Rate

Online update of Exchange Rates via the ECB (European Central Bank).

Item Placement Tool

Change the layout of every window in SBO, hide unused fields and place the user-defined fields from the UDF-side onto the main window.

Mandatory Fields

Make any field in SBO mandatory to enhance data discipline and ensure data quality.

Default Data

Set additional default data on Business Partner and/or Items to speed up the process when creating new master data.

Recurring Invoices

Create template invoices for batch runs on scheduled dates to handle monthly/ yearly contracts.

  • History System – From/To dates
  • Support of Multi-currency Business Partners
Toolbox

Collection of usability enhancements that can be turned on and off individually.

  • Document line search
  • Go to new master data
  • Auto-numbering of master data
  • Flag-identifiers
  • Chart of Account PDF Print
  • And much more.
Account Balance

Create account balance reports for customers/suppliers in PDF.

Letter Merge

Merge data from Business Partners master data with Microsoft Word templates to enhance CRM.

Template System

Create snapshots of current data for any window and store them as templates for easy creation of master data and executions of reports.

PLD Extensions

Import and export report layouts to XML.

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