1. SAP Glossary
  2. SAP Business One
  3. document generation wizard


What is document generation wizard in SAP SBO - SAP Business One?


SAP Term: document generation wizard

  • Component: SBO

  • Component Name: SAP Business One

  • Description: A tool that performs batch processing of target documents.


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  • Key Concepts: 
    The Document Generation Wizard is a feature of SAP Business One (SBO) that allows users to quickly and easily create documents such as invoices, purchase orders, and delivery notes. It is designed to streamline the document creation process by providing a user-friendly interface and pre-defined templates. The wizard also allows users to customize the documents they create, including adding logos, changing fonts, and adding additional fields. 
    
    How to Use It: 
    To use the Document Generation Wizard, users must first select the type of document they wish to create. Once the document type is selected, users can then choose from a variety of pre-defined templates or create their own custom template. After selecting a template, users can then customize the document by adding logos, changing fonts, and adding additional fields. Once the document is customized, users can then save it as a PDF or print it directly from SBO. 
    
    Tips & Tricks: 
    When creating documents with the Document Generation Wizard, it is important to remember to save the document as a PDF or print it directly from SBO. This will ensure that all changes made to the document are saved and can be accessed at any time. Additionally, it is important to remember that documents created with the wizard are not automatically saved in SBO; users must manually save them in order for them to be accessible in the future. 
    
    Related Information: 
    For more information on using the Document Generation Wizard in SAP Business One (SBO), please refer to the official SAP documentation here: https://help.sap.com/viewer/product/SAP_BUSINESSONE/9.3/en-US/f8d7f2b7a6c14e8a9f3d2b5f1e4d7c2a.html
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