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
Read More
About UsService OfferingsProduct OfferingsIndustries ServedDownloadsBlog
 

Subscribe to our mailing list

* indicates required
    Interested in    
Hot Topics
 

‘XL Reporter’ 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…)

How to add User Defined Fields (UDF’s) to XLReporter in SAP Business One

Friday, December 4th, 2009

We found the SAP Developer Network Wiki Posting by Noreen Armstrong here.  We think this is something that isn’t easy to find so we are cross posting it for your information as well.

The creation of reports in XL Reporter (XLR) frequently requires information to be extracted from user defined fields (UDF) in the database. As XL Reporter does not automatically know which UDFs have been added to the database, they are not included by default. However, XLR provides the facility to access these UDFs.

For example, a customer that is also a supplier has 2 UDFs defined in the Business Partner (BP) Master Data. These UDFs exist at header level showing the counterpart BP and their respective balance. The financial accountant requires a report detailing how much each of these types of business partners (that are both customers and suppliers) actually owes the company. The accountant has requested that the existing report in XLR showing the customer name, the supplier name and their respective balances should also show the total balance due to/owed by these clients.

In the following example, customer ‘C23900′ is also a supplier (BP code = V60000). The BP Master Data record for customer ‘C23900′ shows ‘V6000′ in the UDF ‘Counterpart BP’ and this supplier’s current balance in the UDF ‘Counter BP Balance’.

(more…)

SAP Business One XL Reporter: I added some fields, but the report produces nothing.

Wednesday, February 11th, 2009
While listening to one of the expert sessions, I caught that XL Reporter will not show any information unless a measure (i.e., quantity, Dollar Sales, Etc.) is selected. I had created a simple customer list just to test it out and it kept returning no information. Once I added a value (measure) it produced the list.

Thanks to Ed Monk of SBONotes.com

XL Reporter

Wednesday, February 11th, 2009

I too a look at the sample report pack from SAP and I noticed that when they created a graph (even over expanding groups), they were selecting the cell below the value as well.

When I first added the graph to the report, I selected the expanding row value (e.g., $B$6) only as the data values for the graph and ran the report. The graph only displayed one value, the first line of the expanding row. A little frustrated, I took a look at one of their examples and found that they were selecting the cell right below the expanding row as well (e.g., $B$6 and $B$7, written in Excel as $B$6:$B$7). This produced the results that I was expecting. I did the same thing for the value labels for the graph (e.g., $A$6:$A$7).

Thanks to Ed Monk of SBONotes.com