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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

SAP Business One Overview Demo

Thursday, July 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

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.

image

Click HERE to go to our sub-site.

(more…)

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.

image

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

Technorati Profile

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SAP Business One How to Copy One Screen Layout to Another User

Wednesday, February 11th, 2009

NOTE: This example is not recommended for novice users. You must have access to the SBO SQL Database and be comfortable with updating your production database. Updating your production database directly could void your SBO warranty and/or service agreement. Please consult with a DBA before proceeding. Updating queries cannot be run within the SBO query tool.

If you need to have all of your users have the same screen layouts (e.g., the same columns in the same order within the Purchase Order) you can use this qery to quickly copy the settings from one user to another. Obtain the UserID numbers with this query, run it in SBO or another tool:

SELECT UserID, U_Name FROM OUSR ORDER BY U_Name

I recommend that you create a dummy user name and set your screen formats for a group of people, just like you should when setting authorizations.

Declare @target as smallint
Declare @source as smallint
Declare @form as nvarchar(20)
/* Change this to the Target UserID (number from OUSR) */
Set @target = 2
/* Change this to the Form number obtained from the Sys Info Line at bottom of SBO */
Set @form = 142
/* Change this to the Source UserID */
Set @source = 22
/* Removes the temp table if it already exists. */
/* temp_settings is created and destroyed only for this operation */
if exists (select 1 from sysobjects where name = ‘temp_settings’)
Begin
drop table temp_settings
End
/*Copy from the source ID for a specific form */
Select * into temp_settings from CPRF where usersign = @source and FormID = @form
/* Remove the target info for the form and user */
Delete from CPRF where usersign = @target and FormID = @form
/* Change the UserID in the Temp table to the new user ID */
Update temp_settings Set usersign = @target
/* Put the information back into the SBO forms table */
Insert into CPRF Select * from temp_settings
/* Removes the table just in case! */
Drop Table temp_settings

Thanks to Ed Monk of SBONotes.com