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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‘Queries’ 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.

(more…)

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

Using ODBC with SAP Business One via the Data Transfer Workbench (DTW)

Friday, October 30th, 2009

If you’ve ever wanted to import data into Business One (B1) directly from another data source such as SQL Server, Access or some other data source that supports ODBC (Open Database Connectivity) there is a new article on how to do this as the SAP Community Network.

This makes certain data transfer situations easier as you don’t have to find and use some type of export tool to get the data into a delimited format.  You can also use a more complex SQL query to pull tables together server side and import them into DTW.

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Unfortunately, DTW does NOT dsupport scheduled imports via ODBC so it’s not a good solution for some type of integration. You would be better off using a solution like xFusion.

Click HERE for the full article.

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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