Hi All

I attached here TDS query report it will helpful for new comers in SAP B1. PFA

Regards,

SP Samy

Hi Friends,

I am facing the issue as per enclosed error while trying to upload .bfp file as received from bank as bank statement to be uploaded in SAP Business One for automatic bank statement processing.

Kindly guide me how to resolve the error.

With Regards,

Rajesh Rana

SAP Business One 9.1 PL08, version for SAP HANA has been released!

Details of this release can be found at the overview note: 2175812  - Overview Note for SAP Business One 9.1 PL08, version for SAP HANA

Important Notes

• 2023163  - Downloading multispanning TAR archives
  Check this note to learn how to unzip the HANA SERVER provided as a set of 2 TAR files.
• 1969397 - Troubleshooting Guide for SAP Business One 9.0, version for SAP HANA (S-user required)  CHECK THIS NOTE FOR TROUBLESHOOTING!!!
  This note provides answers to some frequently asked questions and troubleshoots some common errors.

eLearning

Access the SAP Business One  9.1 Clips on YouTube or the SAP Business One Academyto learn about the new release.

SAP Business One HANA pages in SDN

SAP Business One on SAP HANA solutions

SAP Business One HANA topics

SAP Business One, version for SAP HANA Extensibility topics

Dear All,

I'm Bharathiraja, having 2 years of experience in SAP B1 functional.

Here i am posting some queries using dynamic pivot.

1.Total Sales Query with respective to customer and Item group.

DECLARE @listCol VARCHAR(8000)

DECLARE @Query VARCHAR(8000)

DECLARE @OINV VARCHAR(8000)

DECLARE @ORIN VARCHAR(8000)

DECLARE @From varchar(15)

DECLARE @To varchar(15)

Set @From =/* SELECT convert(varchar(15),Max(T0.DocDate),112) FROM OINM T0 WHERE T0.DocDate > */ convert(varchar(15),'[%0]',112)

Set @To =/* SELECT convert(varchar(15),Max(T0.DocDate),112) FROM OINM T0 WHERE T0.DocDate > */ convert(varchar(15),'[%1]',112)

SET @OINV =  isnull( STUFF((Select  ',' + convert(varchar(10),Docentry) from OINV

  where CANCELED <>'N' FOR XML PATH('')),1,1,'') ,0)

SET @ORIN =  isnull(STUFF((Select  ',' + convert(varchar(10),Docentry) from ORIN

  where CANCELED <>'N' FOR XML PATH('')),1,1,'') ,0)

SELECT  @listCol = STUFF(( SELECT DISTINCT '],[' + ltrim((ItmsGrpNam)) from OITB

ORDER BY '],[' + ltrim((ItmsgrpNam)) FOR XML PATH('') ), 1, 2, '') + ']'

SET @Query = 'Select *  from (Select T0.CardName,T4.ItmsGrpNam,sum(T1.LineTotal) as Sal from

OINV T0 Inner join INV1 T1 on T0.DocEntry = T1.DocEntry

Inner Join OFPR T2 on T2.AbsEntry = T0.FinncPriod

Inner Join OITM T3 Inner Join OITB T4 On T4.ItmsGrpCod = T3.ItmsgrpCod on T1.ItemCode = T3.ItemCode

Where convert(varchar(15),T0.Docdate,112) >= convert(varchar(15),'+@From+',112)

and convert(varchar(15),T0.Docdate,112) <= convert(varchar(15),'+@To+',112)

and t0.docentry not in ('+@OINV+')

group by T0.CardName ,T4.ItmsGrpNam

union all

Select T0.CardName,T4.ItmsGrpNam,sum(-T1.LineTotal) as Sal from

ORIN T0 Inner join RIN1 T1 on T0.DocEntry = T1.DocEntry

Inner Join OFPR T2 on T2.AbsEntry = T0.FinncPriod

Inner Join OITM T3 Inner Join OITB T4 On T4.ItmsGrpCod = T3.ItmsgrpCod on T1.ItemCode = T3.ItemCode

Where convert(varchar(15),T0.Docdate,112) >= convert(varchar(15),'+@From+',112)

and convert(varchar(15),T0.Docdate,112) <= convert(varchar(15),'+@To+',112)

and t0.docentry not in ('+@ORIN+')

group by T0.CardName ,T4.ItmsGrpNam

) src

PIVOT (sum(Sal) for ItmsgrpNam IN ('+@listCol+')) AS pvt'

EXECUTE (@Query)

Your Result will be like this

2. Total Sales Qty  with respective to customer and Item group

DECLARE @listCol VARCHAR(8000)

DECLARE @Query VARCHAR(8000)

DECLARE @OINV VARCHAR(8000)

DECLARE @ORIN VARCHAR(8000)

DECLARE @From varchar(15)

DECLARE @To varchar(15)

Set @From =/* SELECT convert(varchar(15),Max(T0.DocDate),112) FROM OINM T0 WHERE T0.DocDate > */ convert(varchar(15),'[%0]',112)

Set @To =/* SELECT convert(varchar(15),Max(T0.DocDate),112) FROM OINM T0 WHERE T0.DocDate > */ convert(varchar(15),'[%1]',112)

SET @OINV =  isnull( STUFF((Select  ',' + convert(varchar(10),Docentry) from OINV

  where CANCELED <>'N' FOR XML PATH('')),1,1,'') ,0)

SET @ORIN =  isnull(STUFF((Select  ',' + convert(varchar(10),Docentry) from ORIN

  where CANCELED <>'N' FOR XML PATH('')),1,1,'') ,0)

SELECT  @listCol = STUFF(( SELECT DISTINCT '],[' + ltrim((ItmsGrpNam)) from OITB

ORDER BY '],[' + ltrim((ItmsgrpNam)) FOR XML PATH('') ), 1, 2, '') + ']'

SET @Query = 'Select *  from (Select T0.CardName,T4.ItmsGrpNam,sum(T1.Quantity) as Sal from

OINV T0 Inner join INV1 T1 on T0.DocEntry = T1.DocEntry

Inner Join OITM T3 Inner Join OITB T4 On T4.ItmsGrpCod = T3.ItmsgrpCod on T1.ItemCode = T3.ItemCode

Where convert(varchar(15),T0.Docdate,112) >= convert(varchar(15),'+@From+',112)

and convert(varchar(15),T0.Docdate,112) <= convert(varchar(15),'+@To+',112)

and t0.docentry not in ('+@OINV+')

group by T0.CardName ,T4.ItmsGrpNam

union all

Select T0.CardName,T4.ItmsGrpNam,sum(-T1.Quantity) as Sal from

ORIN T0 Inner join RIN1 T1 on T0.DocEntry = T1.DocEntry

Inner Join OITM T3 Inner Join OITB T4 On T4.ItmsGrpCod = T3.ItmsgrpCod on T1.ItemCode = T3.ItemCode

Where convert(varchar(15),T0.Docdate,112) >= convert(varchar(15),'+@From+',112)

and convert(varchar(15),T0.Docdate,112) <= convert(varchar(15),'+@To+',112)

and t0.docentry not in ('+@ORIN+')

group by T0.CardName ,T4.ItmsGrpNam

) src

PIVOT (sum(Sal) for ItmsgrpNam IN ('+@listCol+')) AS pvt'

EXECUTE (@Query)

For above query you will get result like attached image

I

3.Stock in all the warehouse

declare @column as varchar(max)

declare @Query as varchar(max)

set @column= STUFF((Select '],['+whsname from OWHS FOR XML PATH('')),1,2,'') +']'

set @Query='select * from (select w.ItemCode,m.Itemname ,s.WhsName ,sum(w.OnHand) Stock

from oitw w inner join oitm m on m.itemcode=w.itemcode inner join OWHS s on s.WhsCode=w.WhsCode group by w.ItemCode,m.itemname ,s.WhsName) fg

Pivot (Sum(Stock) for

Whsname in ('+@column+')) AS pvtb'

EXECUTE (@Query)

For the above query you will get the following image result

Hi All,

I am venkadeswara from India - chennai State, having 1+ years of experience in SAP Business One.

Here I am posting some queries reports which may helpful for newcomers.

Outgoing - accounts

SELECT T0.[DocNum], T0.[DocDate], T0.[DocDueDate], T0.[CardCode], T0.[CardName], T0.[Address],T1.[AcctCode], T1.[AcctName], T1.[SumApplied], T0.[Comments], T0.[JrnlMemo], T0.[CashSum], T0.[CheckSum], T0.[TrsfrSum] FROM [dbo].[OVPM]  T0 INNER JOIN VPM4 T1 ON T0.DocEntry = T1.DocNum WHERE T0.[DocDate] between '[%0]' and '[%1]'

Outgoing - payments

SELECT T0.[DocNum], T0.[DocDate], T0.[DocDueDate], T0.[CardCode], T0.[CardName], T0.[Address],T1.[AcctCode], T1.[AcctName], T1.[SumApplied], T0.[Comments], T0.[JrnlMemo], T0.[CashSum], T0.[CheckSum], T0.[TrsfrSum] FROM [dbo].[OVPM]  T0 INNER JOIN VPM4 T1 ON T0.DocEntry = T1.DocNum WHERE T0.[DocDate] between '[%0]' and '[%1]'

Sales Incentive without stocktransfer & service

SELECT T0.[DocDate], T5.GroupName, T6.SeriesName, T4.[CardName],T4.[Address],T4.[City],T0.[DocNum], T3.ItmsGrpNam, T2.ItemName, case when T1.Linetotal is not null then sum(T1.Linetotal )-(Select sum(T0.DiscSum)/count(*) from inv1 where Docentry=T0.Docentry) end as 'Base Amount',((T0.DocTotal-T0.[PaidToDate])/(select count(*) from inv1 where Docentry=T0.Docentry)) as 'Balance Due' FROM [dbo].[OINV]  T0 INNER JOIN [dbo].[INV1]  T1 ON T0.DocEntry = T1.DocEntry INNER JOIN OITM T2 ON T1.ItemCode = T2.ItemCode INNER JOIN OITB T3 ON T2.ItmsGrpCod = T3.ItmsGrpCod inner join OCRD T4 on T4.CardCode=T0.Cardcode inner join OCRG T5 on T4.GroupCode = T5.GroupCode inner join NNM1 T6 on T6.Series=T0.Series

WHERE T6.[SeriesName] NOT LIKE 'DSTAR%'

and T6.[SeriesName] NOT LIKE '_ST%'

and T3.[ItmsGrpNam] NOT LIKE 'Service'

and T0.[DocDate] between [%0] and [%1]  group by T5.GroupName,T4.[CardName], T0.[DocNum], T0.[DocDate], T0.DocTotal,T1.Vatsum,T0.[PaidToDate], T4.[Address],T4.[City], T3.ItmsGrpNam,T2.ItemName,T1.Linetotal,T0.DocEntry,T6.SeriesName

union all

SELECT T0.[DocDate], T5.GroupName,T6.SeriesName, T4.[CardName],T4.[Address],T4.[City], T0.[DocNum], T3.ItmsGrpNam, T2.ItemName, case when T1.Linetotal is not null then -sum(T1.Linetotal)-(Select sum(T0.DiscSum)/count(*) from rin1 where Docentry=T0.Docentry) end as 'Base Amount',-((T0.DocTotal-T0.[PaidToDate])/(select count(*) from rin1 where Docentry=T0.Docentry)) as 'Balance Due' FROM [dbo].[ORIN]  T0 INNER JOIN [dbo].[RIN1]  T1 ON T0.DocEntry = T1.DocEntry INNER JOIN OITM T2 ON T1.ItemCode = T2.ItemCode INNER JOIN OITB T3 ON T2.ItmsGrpCod = T3.ItmsGrpCod inner join OCRD T4 on T4.CardCode=T0.Cardcode inner join OCRG T5 on T4.GroupCode = T5.GroupCode inner join NNM1 T6 on T6.Series=T0.Series

WHERE T6.[SeriesName] NOT LIKE 'DSTAR%'

and T6.[SeriesName] NOT LIKE '_ST%'

and T3.[ItmsGrpNam] NOT LIKE 'Service'

and  T0.[DocDate] between [%0] and [%1] group by T5.GroupName,T4.[CardName], T0.[DocNum], T0.[DocDate],T0.DocTotal,T1.Vatsum,T0.[PaidToDate], T3.ItmsGrpNam,T2.ItemName,T1.Linetotal,T0.DocEntry,T6.SeriesName, T4.[Address],T4.[City]

In this blog I would like to share my thoughts on how to become successfull with SAP Business One in the Cloud. It takes some steps to get up and running which mostly starts with a cloud infrastructure but on the other hand, don't under estimate the changing sales cycle that comes automatically when selling cloud applications like SAP Business One.

In my role as SAP Business One Cloud Specialist I get in contact with a lot of partners with questions regarding Cloud set-up and infrastructure based on HANA, this but also questions about a changing business model when selling SAP Business One in the Cloud drives me to inform you in serveral topics about what is relevant and which questions will come on your path when taking the next step: 'Being successfull with SAP Business One HANA in the Cloud'.

I will address serveral topics which are relevant when talking about cloud, not only the infrastuctural set-up but also sales cycles that will be affected.

What drives you to go for cloud?

Personally I was triggered a couple of years ago when Rinse Tamsma (former Vice-President Global Sales Business One) kicked off the B1 Summit in Kopenhagen. He showed a graph about the SME market and demand for ERP solutions, there was a differentation between On-Premise and Cloud. The percentage of requests in the market for Cloud was more than 52%. I was working for a SAP Business One partner at that moment and responsible for sales, my conclusion was that I had contact with less than 50% of the market because we were not offering SAP Business One in the cloud. I could sell more but did not have the 'cloud solution' and price model. That more or less frustrated me and brought me at the point to think about cloud and what it could do for our business.

I will explain in this blog the steps to take and questions which are relevant when going for cloud, based on my experience but also based on the request from SAP Business One Partners. Doing this by mainly by explaining the steps and sharing information which is already available on SCN.

This blog will be updated from time to time as I will try to add new information every week.

The following topics will be covered in this blog.

• A cloud business model
• Cloud infrastructure
  • HANA Sizing
  • High Availability on HANA
  • Cloud Control Center
• Sales and marketing in a new perspective

Finally SAP Partners get the best opportunitie to become successful in cloud as they have the contract with the end customer. Look at this article which explains that SAP Business One Partners a in a good position to sell Cloud!

About me:

I work at SAP and working with SAP Business One for the last 8 years in a variety of roles. Currently I look after SAP Business One Cloud and spend much of my time working with partners to help them take advantage of the new and exciting opportunities that have emerged since it's release. You can follow me on Twitter @CB_Rijssenif you want to hear more!

Hi all,

In our days the sales guys are more and more aggressive therefore I had a challenge to create an additional discount at the line level in the sales documents. For example, we have some items with 30% discount and for certain customers the sales reps wanted to give an additional 6% but they wanted the customer to have on their Invoices 30+6% and not 34.20% the real discount value.

I was searching and I didn't find anything like this and that's the reason of this post.

This was my approach:

- I created a table (Discounts) and added 2 fields (Discount and Mask)

- In the Marketing Documents - Title I added a field (Discount) that receives the value of the discount in the BP Master data

- In the Marketing Documents - Rows I added a field (Mask) that will have the value that we want to print in the documents.

- In the Business Partners Master Data I added a field (Discount) that will have the additional discount of the customer.

In the Business Partner Master Data the user can insert the additional discount if the customer has a discount.

In the discounts table, we have a relation between the discount and the discount mask that we want to be printed in the documents.

In the Sales Order form I used 3 formatted search's to achieve the correct result.

1. FMS to get the customer discount from the Business Partner Master Data.

The FMS runs after typing the customer code.

Select U_Discount From OCRD Where OCRD.CardCode = $[$-4.0.0]

2. FMS that calculates the correct discount. The FMS runs and if the customer doesn't have a special price, gets the discount from the Discount Groups - Manufactures. If the discounts are by Item Group or by Properties the code has to be changed.

The FMS is triggered after the item code.

If IsNull((SELECT T0.[Discount] FROM OSPP T0 WHERE T0.[CardCode] = $[$4.0.0] and  T0.[ItemCode]= $[$38.1.0]), 99) = 99

If (SELECT T1.[Discount] FROM OEDG T0  INNER JOIN EDG1 T1 ON T0.AbsEntry = T1.AbsEntry inner join OITM T2 on T2.FirmCode = T1.ObjKey WHERE T0.[ObjCode] = $[$4.0.0]  and  T1.[ObjType] = '43' and t2.itemcode = $[$38.1.0]) > 0
Select  (SELECT T1.[Discount] FROM OEDG T0  INNER JOIN EDG1 T1 ON T0.AbsEntry = T1.AbsEntry inner join OITM T2 on T2.FirmCode = T1.ObjKey WHERE T0.[ObjCode] = $[$4.0.0]  and  T1.[ObjType] = '43' and t2.itemcode = $[$38.1.0])
+ IsNull(((100 - (SELECT T1.[Discount] FROM OEDG T0  INNER JOIN EDG1 T1 ON T0.AbsEntry = T1.AbsEntry inner join OITM T2 on T2.FirmCode = T1.ObjKey WHERE T0.[ObjCode] = $[$4.0.0] and  T1.[ObjType] = '43' and t2.itemcode = $[$38.1.0])) * $[ORDR.U_Discount.0])/100, 0) from OCRD T1  WHERE T1.[CardCode]  = $[$4.0.0]

If IsNull((SELECT T0.[Discount] FROM OSPP T0 INNER JOIN SPP1 T1 ON T1.ItemCode = T0.itemcode and T1.Cardcode=T0.Cardcode  WHERE T0.[CardCode] = $[$4.0.0] and  T0.[ItemCode]= $[$38.1.0] and $[$10.0.Date] > T1.FromDate and $[$10.0.Date] < T1.ToDate), 99) = 99
If IsNull((SELECT T0.[Discount] FROM OSPP T0 WHERE T0.[CardCode] = $[$4.0.0] and  T0.[ItemCode]= $[$38.1.0]), 0) <> 0
SELECT T0.[Discount] FROM OSPP T0 WHERE T0.[CardCode] = $[$4.0.0] and  T0.[ItemCode]= $[$38.1.0]

3. FMS that gets the discount mask.

The FMS is triggered after the discount%.

If ($[$38.15.Number]) > 0

SELECT T0.[U_Mask] FROM [dbo].[@DISCOUNTS]  T0 WHERE T0.U_Discount =($[$38.15.Number])

This is how it looks like after typing a customer and some items:

Then I made a change on the layouts to print the Disc.Mask if it's filled otherwise it prints the discount.

I hope it helps someone and I'm looking forward for your comments or questions.

Best regards,

Augusto Silva

Thanks scn  Given Strength to Write a Blog  DATABASE ARE NOT APPEARED ON CLIENT LOGIN List

MY 1^st and fore Most Master is scn  because here only I Strengthen,. Thanks scn

Come to Solution is ….

I Noticed that so many  are asked Related this Issue .for  that I’m Going to Give Clear Solution with pictures.   Based on this thread  http://scn.sap.com/thread/3668654 (we Discussed more there)

Cause is System Variables ..

1step:

Open SAP Business One In stallion path (most of the Installed in C:\ Program Files\SAP\SAP Business ONE...or they may own choice)

2)Step:

Under the Conf folder take backup and delete this folder (b1-config-path )..(text file) then Login SAP B1 Client (Enter Manually as follow )

After Log in Data Base if we checked the under Conf folder it will create like some binary files ( Don't Afraid Nothing will happen  )

3) Step

Log in into according to your Company name, once successful Log ON then go to  file and Exit  ...

then Check it it will Work fine ...

i have been using the Fixed Assets Module in SAP Business One Ver: 9.0 PL-5. 

The Auto Depreciation runs until the last period of the fiscal year. all automatic depreciations for the fiscal year is executed from 2014-2015.

but the Closing balances carry to next year shows the differences in opening balance of the 2015 fiscal year.

I Found that when i use the Fixed Asset Auto Depreciation run formula was working fine for the new assets which is created in that year based on the capitalization

posted. but the previous year Asset carrying is calculating wrongly, bcz the formula not considering the Net book values of  Dec -2014 on jan-2015 auto depreciation runs.  

Dear All,

Here i'm posting some knowledge which i have learnt in 9.1 version.Inventory Transfer Request and Inventory Transfer were simplified in SAP 9.1 version in Sales order and Production order modules.

1.       SALES ORDER TO INVENTORY TRANSFER REQUEST

                                                In Sales order window right click anywhere in row level column then you can able to seeTransfer RequestandItem Transferoption. When you select Transfer request option then your Sale order items and customer code will be copied toInventory Transfer Requestwindow and sales order warehouse code will be copied toFromandTowarehouse field of inventory transfer request document. Refer the attachment.

Note:This functionality will work only for open sales order.

2.       SALES ORDER TO INVENTORY TRANSFER

                                                When you select Item Transfer option then your Sale order items and customer code will be copied toInventory Transferwindow and sales order warehouse code will be copied toFromandTowarehouse field of inventory transfer document. Refer the attachment.

Note:This functionality will work only for open sales order.

3.       PRODUCTION ORDER TO INVENTORY TRANSFER REQUEST

                                                In Production order window right click anywhere in row level column then you can able to seeTransfer RequestandComponent Transferoption. When you select Transfer request option then will be asked to select an option eitherOpen Quantity of componentsorQuantity of Parent Item.

                                                When you select OpenQuantity of componentsoption then open quantity of all the child items will be copied toInventory Transfer Requestwindow and child item warehouse code will be copied toFromandTowarehouse code field of inventory transfer request document. Refer the attachment

                                                When you select Quantity of Parent Item option then planned  quantity of all the child items will be copied toInventory Transfer Requestwindow and child item warehouse code will be copied toFromandTowarehouse code field of inventory transfer request document. Refer the attachment.

Note:This functionality will work only for the Planned and Released Status Production orders.

4.       PRODUCTION ORDER TO INVENTORY TRANSFER

                                                When you select Component Transfer option then you will be asked to select an option eitherOpen Quantity of componentsorQuantity of Parent Item.

                                                When you select OpenQuantity of componentsoption then open quantity of all the child items will be copied toInventory Transfer Requestwindow and child item warehouse code will be copied toFromandTowarehouse code field of inventory transfer document. Refer the attachment

                                                When you select Quantity of Parent Item option then planned quantity of all the child items will be copied toInventory Transfer Requestwindow and child item warehouse code will be copied toFromandTowarehouse code field of inventory transfer document. Refer the attachment.

Note:This functionality will work only for the Planned and Released Status Production orders.

To comply with the new legal regulation regarding the Electronic Accounting Statements in Mexico, Journal Entry Report (JE report further) has to be submitted on monthly period effective from September 2015 including Payroll and Expense information.

In order to cover this process following changes shall be done:

• In SAP Business One v9.1 PL09 solution will be delivered for Import of Payroll and Expense XML information
• Additional solution of new XML Tool is delivered for Mexico providing batch import of XML file of Payroll and Expense. XML Tool for managing Payroll and Expense can be found here
• New XML Tool automatically creates reference among manually created Journal Entry and extracted information from XML (Journal Entry number is updated as a reference for all imported XML files that are representing Payroll/Expense document)

Remark:

• Attached How to guide document provides summary information how to manage import process in step by step scenario
• Attached new XML Tool enables batch import of XML files

References:

• New XML Tool for import Payroll and Expense XML information available HERE
• Original Note 2048577 for Legal Requirement for Mexico 'Electronic Statement Reports'
• New Note 2210106 for 9.1 PL09 with additional legal request of including 'Payroll and Expense' into 'Journal Entry Electronic Statement Reports'; updated GEP files for JE Report for v9.1 included in Note

In case of any question or comments please do not hesitate to contact me directly via comment here or via martin.pavlinsky@sap.com.

We have a user who has changed the look of his dashboard and it has been working fine. He logged in this morning and he was greeted by the welcome screen after he had logged in. This indicated that it had not loaded his personal settings.

Does anyone know where these setting are stored? For example is a profile on the server?

Frustrated as this has happened to him on a number of occasions. Any feedback would be welcomed

Ian

HI,

We are a Import/Export distribution business, currently using online ERP cloud application, and want to move to B1 in the cloud.

I have a question around with the currency used on Inventory, can Product use a different cost currency, than the system currency used?

example, we use Philippine Peso (local currency) for sales, and purchase product in $USD from overseas suppliers.

How will this effect reporting, Stock Value Report, P&L, Balance Sheet, Purchase Orders, etc.

Thank you for any help with best practice on this topic

Peter

En algunas ocasiones es díficil saber como se unen las tablas de SAP, encontre un documento que resume muchas de esas uniones, espero les sirva como a mi

Whenever i want to add the Sales order the error comes

"The value of the attribute 'Rate' of the tax parameter  '-' is missing"

Any one have the solution for this

Thanks in advance..

This is an Excel file for accounting entries directly via Excel without losing much time.

To download the file: Download

Before starting make sure that the reference (the DLLs) it up correctly.

1 - Open the file

2 - click ALT + F11

3 - Add the appropriate reference, depending on your version of SAP Business One

4 - click save and close this window.

5 - Change the connection settings in SAP Business One in the excel sheet.

6 - Save the file.

7 - The Excel workbook is composed of two sheets: one for the header of the accounting entry, and one for the lines of writing.

8 - the header is composed of the following columns:

  ID: An incremental counter for headers of the accounts, it starts with 1.

series: the numbering series of writing in your SAP Business One.

How to determine the proper value of the series in SAP Business One:

1.   Open SAP Business One.
2.   Petite View / Enable System Profiler, or simply with all the key shortened   CTRL+SHIFT+I.
3.    
4.   Open the "journal entry" SAP Business One.
5.   By placing the cursor on the series of writing in the information bar at the bottom, is recovered in the series.

Cal.Auto.TVA: To inform SAP if we will apply an automatic calculation of VAT,

this cell must contain eithertYES or tNO   (note this value is case-sensitive).

Date Comp.: Accounting Date.

Date Ech.: Date due.

Date Doc.: Date document.

Memo: wording

Reference1: ref. 1

Reference2:ref.  2

9 - For lines (sheet EJ) the ID column refers to the ID of the header.

10 - click on Valider to commit transactions.

Download

Note: do not insert rows before the column headers or

reorder the columns.

Do not hesitate to contact me.

Just when you thought it was safe and you never have to hear from me again, I am pleased to let you know that I have rejoined the SAP Business One community.

I am now working with Brett Mundell, Warren Roberts and the team at Leverage Technologies - an SAP Business One partner based in Sydney, Australia (my home town) after 18 months off for good behaviour working in the United States with a Cloud ERP vendor called Acumatica.

Anyway, I look forward to actively contributing again to the community.

Richard Duffy

Hi

I wanna know is there any solution for defining different path for attachments. For example I do not want let the SCM department to see the Sales attachments because when i define a path for attachments all of system attachments go to that address.

Today we will explore how SAP Business One software addresses inventory management.  We'll talk about how you can find in-stock, committed and available quantities on your items; how the sales process affects inventory quantities; and how the item availability check can help with inventory management on-the-fly.

Companies that buy and sell inventory items look to inventory management software to improve their operations and facilitate the sales process.  SAP Business One is a small/midsize business management software solution covering accounting, sales, purchasing, production, MRP and inventory management.

How can you determine inventory levels on your inventory within item management?

In SAP Business One, item master records keep track of items that are sold, purchased, manufactured and inventoried by your business.  In addition to displaying items, descriptions, pricing, general and purchasing data on your items, the Inventory Data tab within the Item Master Data will display the inventory level in stock, committed (the quantity ordered by customers), on order (quantity ordered with your vendor by you but not yet delivered), and available in all of your warehouses.

When is an item allocated for a particular customer within the sales process?

The built-in sales process in SAP Business One is Sales Quotation > Sales Order > Delivery > A/R Invoice.  At various stages in this process, available inventory is impacted in different ways.

Sales Quotation

Before customers commit to ordering, they frequently want a sales quotation that they can review and circulate within their company.  There is no impact on the available stock or committed inventory with a sales quotation.  In effect, the inventory is still “available” even though it may be included on a sales quotation.

Sales Order

The sales order is used when a customer has committed to the order to execute their purchase with you.  In SAP Business One, a sales order affects the available stock level. This means that the stock available to sell is reduced by the quantity in the order. When you enter sales orders, no value-based changes are posted to the G/L, but the items are added to the committed quantity in the inventory module. When an order for items is cancelled or closed, the committed quantity in the inventory module is decreased. You can view the ordered quantities in various reports, such as the inventory status report. This information is important for optimizing sales processes and stock levels.

How does the Item Availability Check help with inventory management?

A sales order represents a commitment that the items will be delivered in full at a certain date. How can you make sure you fulfill this commitment to your customers? This is where you can use the Item Availability Check.

As you enter the quantity for an item in a sales order, if the available quantity for this item falls below the amount required, a new window opens that displays the following options:

• Continue – ignores the alert, and keep the items as entered
• Change to Available Quantity – the quantity in the row changes to what is currently available regardless of the date.
• Change to Earliest Available – the row’s delivery date changes based on the earliest date that the quantity is available. If this quantity is not available in future, this option is disabled.
• Display Available to Promise Report – the report shows cumulative quantity by date, based on the report you can change the delivery date for that item.
• Display Quantities in Other Warehouses – opens the Items by Warehouse report. If the quantity is available in another warehouse, this report can provide the information needed.
• Display Alternative Items – opens the Alternative Items – Selection, where you can choose to offer a different item that you do have available. The alternative items should be predefined for the current item

Delivery

A delivery indicates that goods have been shipped. A delivery is sometimes referred to as a packing slip. Creating a delivery in SAP Business One reduces the actual inventory levels. When you post a delivery, the corresponding goods issue is also posted. The goods leave the warehouse and the relevant inventory changes are posted. The inventory account is credited and the cost of goods sold account is debited based on the current item cost.

A/R Invoice

The A/R Invoice is the invoice document sent to a customer to indicate the items sold and the price due.  Because the inventory levels were impacted with the sales order and delivery documents, the A/R invoice is impacting revenue only.

Knowing how SAP Business One manages inventory allocation is helpful in understanding at what point inventory is "reserved" for a particular customer order, and when it is not.

Hi All,

I am getting Error While Updating Document UDO Via DI API After 28 line items it is not updating. (Not Adding new line after after 28 Lines)

Giving Error like: error at sapbobscom.general service.update(general data pigeneraldata)