SAP Business One - Sales Commission And Buyer Assertion Reports

SAP Business One - Sales Commission And Buyer Assertion Reports

As in the majority of mid-market ERP and accounting applications SAP B1 has customizable commission and bill forms. However being flexible within the sense of creating consumer defined fields and tables chances are high that your vision and formulas are primarily based on these objects. It is natural to resolve design work to be carried out in CR as SAP owns this tool and recommends for managerial reporting. We'll try to come by customization and design pitfalls and suggestions to avoid them. This paper will not be intended to be a technical guide for programmer as it is quite FAQ type assortment of recommendations:

1. Commission formulas. Real life is rich in case studies and we have seen prospects the place formulas have a number of tiers they usually have efficient date from and to just to open the list of doable scenarios. When you acknowledge your case then good concept is to create few consumer outlined tables and use them for calculations

2. Statement. In various industries you may need parallel items that needs to be present on the printed form. For example it might be billed and actual minutes in advertising

3. Person defined fields and tables. There is no need to do software development with a purpose to create these objects. They could possibly be created in consumer interface: Tools -> Customization Instruments -> User defined tables and fields administration and from right here use your instinct or read consumer manual. The nice thing here is the fact that these objects are created in SQL tables in metadata and they're impartial to model upgrade. So be happy to deploy this technique. Often you are sending buyer invoices or gross sales orders from external database or application. In this case it is good idea to send them first to consumer outlined tables and then deploy Software Development Kit C or VB programming in Microsoft Visual Studio to remodel the rows into real Invoices and Orders

4. Design. Now let's talk concerning the design itself. It is paradoxical however our advice is start this process in SQL Server Management Studio queries. Crystal is ideal software but when formulas change in the future it is perhaps troublesome to follow these modifications in Designer tool. A lot simpler is to create SQL View or even stored procedure where all the mathematics is finished and base report on these SQL units. If you are designing something complicated with formulation then you could be upset with design results getting rows duplications and other annoying bugs. SQL is better positioned to do math. General thought is the next - strive your question in SQL until you might be satisfied with outcome and only after open CR Designer tool to complete layout and such cosmetics as company brand and different graphical parts

5. Now fields and tables structures. There are two ways to discover these. First is to print it out from SDK within the form of complete and really complicated diagram. And the second option is to change in menu View System Information. Then open the form with the table and field in question and place cursor over. Take a look at backside left corner the place you ought to be able to read names. Strive it on your own and see if you bought the identical results. Gross sales Order header is hosted in ORDR and lines in RDR1 tables respectively.