SAP Business One: Reporting and Customization

Introduction

• Getting the most from SAP Business One
• What you should know
• Exercise Files
• Setting up your system

• Run included reports
• Use selection criteria
• Filter and sort reports
• Export Drag & Relate
• Challenge: Basic sales spreadsheet
• Solution: Sales spreadsheet

• Understand SAP B1 tables and fields
• What golden arrows do in reports
• Use popular tables
• Use the System Information tool
• Challenge: Find system information
• Solution: Find system information

• Use the Query Generator
• Open the Query Manager
• Change a query with SELECT, AS, and FROM
• Debug a query
• Filter a query with WHERE
• Add selection criteria parameters
• Use SQL functions
• Sort a query with ORDER BY
• Make decisions with CASE
• Types in SQL
• Challenge: Sales report in SQL
• Solution: Sales report in SQL

• Plan your report with good questions
• Add comments for readability
• Text editors with SQL
• Date and string functions
• Handling NULL values
• Use INNER JOIN for two tables
• Use JOIN for multiple tables
• Group data with GROUP BY
• Use aggregate functions
• Challenge: Sales report with BP info
• Solution: Sales report with BP info

• Launch Crystal Reports
• Connect to the database
• Select and link fields
• Crystal Reports navigation
• Add fields to an existing report
• Format and layout a report
• Add text objects to a header
• Add graphics and color
• Challenge: Make a sales report
• Solution: Make a sales report

• Create logic and calculation formulas
• IF, THEN, ELSE in formulas
• Conditional formatting
• Add selection criteria
• Use parameters for selection
• Sort a Crystal report
• Add groups and totals to a Crystal report
• Connect golden arrows in Crystal Reports
• Polish up the report
• Challenge: Make a sales summary
• Solution: Make a sales summary

• Connect golden arrows in Crystal Reports
• Add a Crystal report to SAP B1
• Modify reports and forms in SAP B1
• Forms to SAP B1
• Modifying legacy forms in SAP B1
• Add a Crystal Report form to SAP B1
• Challenge: Add a form
• Solution: Add a form

• Add a user defined field (UDF)
• Add a UDF in SQL
• Add a user defined object
• Add a UDF in Crystal Reports
• Challenge: Who likes pizza?
• Solution: Who likes pizza?

• Next steps