Clients First USA
Clients First knows their software, but they are also astute business people, and they really understand manufacturing and distribution in particular.
Jimmy Witcher, COO, Merrick
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‘Customization’ Category

See our New SAP Business One Resource and Demo Center!

Friday, February 12th, 2010

We’ve just posted up a comprehensive sub-site at Clients First focusing around SAP Business One.  This site covers technical information, customer reference videos, demonstration and how-to videos, and business goal achievement.

It also has information and materials on Crystal Reports and Xcelsius for true business intelligence.  Everything is wrapped up in an entertaining and visual video and avatar presentation format.

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Click HERE to go to our sub-site.

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SAP Business One Overview Demo

Monday, February 8th, 2010

Here’s a great overview demo of SAP Business One.  It takes you through the key differentiators to really show you the strength of the solution.

Features shown include:

  • Alerts and Workflow
  • Drag and Relate
  • Document Flow and trace
  • XL Reporter
  • Dashboards
  • Light Production
  • CRM & Activity Management
  • User Defined Fields and Tables
  • Customized Forms and Reports
  • Outlook Integration

If you have a slow internet connection, here is a lower quality version of the video HERE.

SAP Business One – How to Manage Sales Targets

Monday, November 2nd, 2009

Over at the SAP Blog site, there is a great short article showing through the creative use of User Defined Tables (UDT’s), User Defined Fields (UDF’s) and some queries, how you can essentially setup and manage sales quotas with SAP Business One with no actual program modifications.

This article shows visual examples and full copy and paste code is available such as the image below

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Click HERE to see the article.

Or a PDF version is here:

Setting up sales quotas and targets in SAP Business One

How to solve errors you get when connecting to the DI API/DTW.

Friday, July 17th, 2009
via: sdn.sap.com

Connection Parameters:

Although it may sound unnecessary, the first check is ensure you have the correct parameters set in your connection method.

  • Server: Test using IP address as well as Server name. Also include the Instance name if used. When installing the SAP Business One server on Version 8.8, you can no longer enter (local) or a period (.) for the server name. The name must be a server name or IP address.

  • DBType: dst_MSSQL /dst_MSSQL2005 depending if customer is using MSSQL 2000 or MSSQL 2005. Up until Version 2007, the default value for the DBServerType property of the Company object was dst_MSSQL (SQL Server 2000), so you could connect to the DI API without specifying a server type if you were using SQL Server 2000. In Version 8.8, you must specify a server type.

  • LicenseServer: ensure it is started and the correct name with port is used e.g. localhost:30000 or TestPC:30000

  • DBUserName and DBPassword are set and are correct. 

(more…)

SAP Business One – More Tips, Tricks and Hints

Thursday, May 14th, 2009

Are 2 newsletter entries that contains numerous useful tips and tricks for SAP Business One

Sap Business One Tips & Tricks

The second is here:

Sap Business One Tips & Tricks -2

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