With the continued integration of SAP Business One and SAP Crystal Reports SAP has released another great SAP Business One Crystal report. The SAP Business One Sales Analysis Report is sorted by sales employee and then by customer.
Under version 9 of SAP Business One, the sales analysis report can be found under the Sales Reports Menu – SAP Business One -> Sales A/R -> Sales Reports -> Sales Analysis by Sales Employee and Customer.
SAP Business One – Sales Analysis Report (selection criteria):
As with most SAP Business One standard reports you can select your reporting criteria. For this report, you can choose your required date range and the sales employees you want to include in your sales analysis report.
SAP Business One – Sales Analysis Report – Crystal Report:
This SAP Business One report is sorted by sales employee and then by customer. Information provided includes item code, item description, quantity, total value, profit and % gross profit.
This is another great example of SAP giving additional reporting options to customers – SAP Crystal Reports for SAP Business One.
SAP Business One version 9.0 is currently in ramp up in Australia. The full product release is planned for Q2 2013. Let’s look at new functionality being proposed for release in SAP Business One version 9.
New “look and feel” – SAP Business One version 9.0 will allow users to choose between the traditional “skin” / look and feel and the new “Golden Thread” skin.
Some of the proposed new functions and features for SAP Business One Version 9.0 are as follows :
Bin locations – enhanced inventory location management with bin locations – multiple sub levels with support for hierarchal and non-hierarchical scenarios.
Inventory counting – enhanced inventory counting and cycle counting – making stock take a breeze.
Multiple units of measure – enhanced functionality to enable selling and purchasing in any unit of measure specified including the ability to define different packaging types per unit of measure.
Purchase requests – start your purchasing process with purchase order requests.
Price List and discount enhancements – additional enhancements to price lists including support for multiple units of measurement for prices and enhanced discount groups.
Marketing document cancellation – automated cancellation process including reconciliation.
Enhanced GL account determination – advanced GL account determination rules provides even more power and flexibility to the GL.
Fixed assets Integration – enhanced functionality for the SAP Business One fixed assets module and tighter integration to other core SAP Business One modules.
Enhanced landed costs – further enhancements to the SAP Business One landed costs functionality to include the ability to create landed costs directly using the copy from function from an AP invoice.
SAP Crystal Reports 2011 Server – upload system and user defined Crystal Reports from SAP Business One version 9.0 to SAP Crystal Reports Server 2011.
EDI – Electronic Data Interchange enhancements.
Extensibility Enhancements – SAP Business One Version 9.0 SAP Business One Studio Suite.
Enhanced SAP Business One workflow – design workflow using the SAP Business One version 9.0 Studio. Process visualization provides transparency.
Technical Infrastructure Enhancements – SAP Business One Version 9.0 Single Sign On, 64-bit OS support, Security Enhancements.
This blog covered a quick look and feel of some of the planned functionality in SAP Business One 9.0 – over the next few weeks we will explore some of these great new functions and features in more detail.
The SAP Business One iPhone and SAP Business One iPad app version 1.8.1 is in general release. The SAP Business One iPhone and SAP Business One iPad app has been a standard feature of SAP Business One since the 8.8 release. Mobility is a key investment area for many SAP Business One customers who have chosen mobility for sales, service and management teams to get access to SAP Business One and reporting data when and where they want.
Version 1.8.1 of the iPhone and the iPad app includes new functionality including:
Support of document row-level user-defined fields
Support of validation check for mandatory user-defined fields
“Warehouse” and “Delivery Date” can be changed for existing sales document items
Support full date time for task-type activities
View “inventory by warehouse” when entering sales documents
Further enhancements to the SAP Business One iPhone app and SAP Business One iPad app for the SAP Business One version for SAP HANA (SAP in-memory technology) include:
Enterprise Search integration
Pervasive Analytics for Business Partner’s and Inventory
New cash-flow forecast dashboard
Available to Promise check for entering sales orders
Delivery rescheduling for existing sales order items
SAP has made a clear statement that mobility remains an important strategy for SAP Business One. This latest release of the SAP Business One iPhone and SAP Business One iPad app version 1.8.1 is another great example of new functionality being offered.
SAP Business One offers several great reporting options. Let’s explore in some detail one of the most useful, easy to use and powerful SAP Business One reporting options – MS Excel pivot tables integrated to SAP Business One. Assuming what you want is quick access to information with slice and dice type functionality across any key functional area in SAP Business One then read on. We all know and have used MS Excel. Pivot tables allow you to summarise, sort, add, count, drag and drop information in the familiar MS Excel format. There are two major steps to creating pivot tables using SAP Business One reporting source data – 1. Define your data source (SAP Business One) 2. Create your pivot table in MS Excel
Let’s follow the process of creating a basic pivot table in SAP Business One reporting.
Step 1 – Open MS Excel. Go to the “Insert” tab and click on Pivot table.
Note that you can create a pivot table or pivot chart (pivot table with graphics).
Step 2 – Select your data source. In this instance we will select an external data source by clicking on the “use external data source” in MS Excel.
Once you have selected your external data source you will need the relevant security access to the MS SQL database for SAP Business One. Once connected to the SAP Business One reporting data source you will be able to select the tables from which you want to report in SAP Business One. Let’s not forget that SAP Business One reporting is made easier by using the “system information” tab in SAP Business One. This will assist you to choose the correct table and field names for your report (see last week’s blog – SAP Business One Reporting – choosing the correct table names).
Once you have selected the table names for your SAP Business One reporting you will be able to select the fields that you want to include in your SAP Business One reporting pivot tables.
Now that the SAP Business One field names are available to you in MS Excel you can click and choose the field names that you want included in your report. You can drag fields between the report filter, row labels, values and column labels areas to get the report layout that you require. Your SAP Business One report can be easily filtered based on your specific requirements.
What we have shown in this blog is a very simplistic look at SAP Business One reporting using MS Excel pivot tables. Once you learn to use pivot tables and MS SQL you can write advanced reports using data from multiple tables. The team at Leverage Technologies has written MS Excel pivot table reports for Profit and Loss, Balance Sheet, debtors ageing, sales and operational reporting.
The benefits of SAP Business One reporting using MS Excel pivot tables are :
Inexpensive reporting option
Easy to use
Quick to learn
Has slice and dice type functionality
Graphical capability
Reports can refresh automatically or at the click of a button
Reports directly from the SAP Business One database
No need to re-key or manually capture data
With some practice and training you can write your own SAP Business One reports using MS Excel pivot tables. Good luck – if you need any help feel free to contact the team at Leverage Technologies.
As accountants, we often have to produce complex and lengthy journal entries. We all know and love Microsoft Excel and as a result, we want to create our journal entries in MS Excel and upload the journals into SAP Business One.
The Leverage Technologies SAP Business One MS Excel integration makes it easy to create financial documents such as Journals or Journal Vouchers within SAP Business One. Using well-known tools to compile and format data, Leverage has made journal creation from MS Excel into SAP Business One a one-click process.
Leverage fully integrates the creation of new journal entries. The journal integration provides a framework to integrate custom or more detailed accounting information through the use of projects and cost accounting.
Main features
Journal data entry in Excel spreadsheet.
One button creation of SAP Business One journal entry or voucher.
Creation of journals and reversing journals
Instant notification of journal creation success or failure
Error reporting e.g. incorrect account codes, invalid dates etc.
Optional batched creation. Excel creation to journal batch scheduling
The Leverage Customer Portal is a value add e-commerce extension which is fully integrated with SAP Business One in real time. The portal will enable both your account customers and internal employees to perform a variety of tasks, which will drastically reduce duplication of effort and provide improved customer service. With the SAP Business One E-commerce Customer Portal your account customers and internal staff now have the ability to access SAP Business One information from a web browser. Available functionality includes:
View account information held in SAP Business One
View, create or update sales orders immediately using real time stock and pricing data any time of the day
View statements and invoices to print or save locally
View, create or update open support service tickets for immediate action
View real time inventory information such as inventory availability, prices and delivery forecast
View a list of additional services available to customers
View any promotions or messages online
The Leverage E-commerce Customer Portal is cost-effective and simple to install, with new features being constantly added.
SAP Business One gives you many standard reporting options – SAP Business One Reporting Dashboards, SAP Business One Crystal Reports, SAP Business One Standard Reports, SAP Analytics powered by SAP HANA and SAP Business One Query Generator. Let’s be honest – a business management solution is only as good as the information that you can get out of the system – great reporting is a must.
The team at Leverage Technologies have written many blogs about SAP Business One Reporting but if you want to write your own reports how do you know where to get the information in SAP Business One – which table and field names should you be using in your report? No matter how easy any report writing tool is to use you still need to know where to get the information in SAP Business One.
Luckily SAP has given this some thought and has provided users with great functionality to allow you to access the table and field names of information in SAP Business One – greatly reducing your report writing efforts. Click on the “View” tab in SAP Business One and then click on “View System Information”.
Let’s assume that you want to write a business partner report in SAP Business One. Simply open a business partner screen in SAP Business One and use your mouse to point to the fields that you want to report on. What you will notice is that down the bottom left-hand side of the page SAP Business One will display the table and field name of the relevant field.
As an example, if I use my mouse to point at the customer code field in SAP Business One then the message that will be displayed is – C40000 (customer code) [form 134 item = 5 Pane = 0 Variable = 1 OCRD, card code. This tells me that the table name that we are looking for is OCRD and the field name is card code. If I point my mouse at the customer name field the “View system information” field in SAP Business One will tell me that the table name is OCRD and the field name is CardName. Now that you know the table and field names that you are looking for you can use SAP Business One Query Generator or other reporting tools to write your report.
