Phone
+62-877-8655-5055
+62 (21) 580-6055

Email
sales-enquiry@sterling-team.com

Address
Sampoerna Strategic Square
South Tower 18th
Jl Jend. Sudirman kav 45-46
Jakarta 12930 - Indonesia

Preview Your Incoming or Outgoing Payment Draft

How to Preview Your Incoming or Outgoing Payment Draft on SAP B1

On SAP Business One, we will tell all of you, that sometimes a lot of people thinks, SAP Business One user can’t preview their incoming or outgoing payment when it’s still on the draft status. If you open your payment draft document, you’ll find that preview icon has been disabled.

How to Preview Outgoing or Incoming Draft

Can’t Preview Outgoing or Incoming Draft

So, how to do that?

Can we preview the payment draft with the custom layout same as other modules?
(.rpt or .pld format)
If you notice, it’s little bit different with another modules, because banking modules doesn’t have “Document Drafts Report” menu. There’s only “Payment Drafts Report” menu under the Banking Reports section.

Preview Your Document from Payment Drafts Report

Preview it from Payment Drafts Report

From Payment Drafts Report menu, please choose one of the document on the list, until your selection shows with orange line. Then, click Preview Icon on menu bar, it’ll automatically show a default layout for that menu. You can change the default layout on Layout Designer menu.

How to change Default Layout with Layout Designer

How to Change Your Default Layout with Layout Designer

Please take a look on this example below for preview your payment draft:

Preview Your Incoming or Outgoing Payment Draft Layout with Custom Layout from Payment Drafts Report

How to Preview Your Incoming or Outgoing Payment Draft with Custom Layout from Payment Drafts Report

Hope this article helps 😊

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