1. SAP Glossary
  2. SAP Business One
  3. base document


What is base document in SAP SBO - SAP Business One?


SAP Term: base document

  • Component: SBO

  • Component Name: SAP Business One

  • Description: Document you can refer to when you create a new system document. For example, a sales document can refer to an existing opportunity. You create sales and purchasing documents of a higher hierarchy from a base document.


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  • Key Concepts: 
    Base document is a term used in SAP Business One (SBO) to refer to the original document that is used as the basis for creating other documents. It is the source document from which other documents are created, such as sales orders, delivery notes, and invoices. The base document contains all the necessary information needed to create the other documents. 
    
    How to use it: 
    In SBO, base documents are used to create other documents. To create a new document, the user must first select the base document from which it will be created. This can be done by selecting the “Create Document” option from the menu bar and then selecting the appropriate base document. Once selected, all of the necessary information from the base document will be automatically populated into the new document. 
    
    Tips & Tricks: 
    When creating a new document from a base document, it is important to double-check that all of the information has been correctly populated into the new document. This will ensure that all of the necessary information is included and that there are no errors in the new document. 
    
    Related Information: 
    Base documents are also used in other SAP software such as SAP ERP and SAP CRM. In these systems, base documents are used to create other documents such as purchase orders, delivery notes, and invoices. The same process of selecting a base document and then populating it into a new document applies in these systems as well.
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