SAP Business One tip
Copy To? It's in The List View!
Practical guidance for getting the most out of your SAP Business One system.
The 'Copy To' function is one of SAP Business One's most useful features for creating follow-up documents. Now accessible directly from list views, you can initiate document copying without opening individual records first.
List View Access
Access the Copy To function directly from list views for faster document processing.
- Initiate Copy To directly from document list views
- Select single or multiple documents for batch copying
- Create follow-up documents without opening source records
- Streamlined workflow for high-volume document processing
Faster Document Flow
By bringing Copy To into list views, SAP Business One reduces the number of clicks needed to create follow-up documents, significantly speeding up processes like converting quotations to orders or deliveries to invoices.
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