Unique business processes often require in-house software development and existing system customization. SAP B1 is probably one of the most flexible accounting applications where customization could be done directly in settings
When you are selecting ERP system think about the one with brand name and the best fit to your business processes. Try to minimize programming needs but if something should be developed then we would like to walk you through typical customization scenarios:
1. Custom Fields and Tables. You can add user defined fields to existing table. For example if you need something like number of minutes be associated with sales order item than you can extend table set with your new field. It could be done in User Defined Fields Management form. Expand Marketing Document and then Rows and click on Add. Name your new field and save it. At this point your RDR1 table got your user defined field. Please note that the field is registered in SAP B1 company metadata and each future version update will respect this added field. You can place your field on the Sales Order scrolling window by clicking on Form Settings icon and marking this field as visible in Row Format. If you need new custom table use User-Defined Tables setup form. When you are done with your table it is editable via simple interface which could be open Tools -> User Defined Windows
2. User defined objects in Crystal Reporting. It is great news if all that you expect is new fields association with your existing logic. Then there is no need for programming. Such fields are often used in managerial reporting created in Crystal. Good idea is to abstract reporting logic in SQL Stored procedure or view and then base your Crystal report on that SQL object. If you do it that way then if logic changes all you need to do is change SQL stored procedure and do not modify report itself
3. Custom integration architecture. Usually programmers create user defined objects as we described above and populate them with SQL data feed. It is reasonably safe as you do not compromise core tables. Next step is programming in Microsoft Visual Studio C# or VB project. Business One has so-called Software Development Kit with code samples in these coding languages. This is why good idea is to use VB or C#. SDK allows you data reading from user defined tables and then creating documents in core business logic such as AR Invoice for example
4. Programmed logic and future version updates. SAP Business One is Windows application and new version typically includes new DLL set. This is one of the reasons to recompile your code in MS Visual Studio having new version installed. So be sure that you have and own source code of the modified part
5. Cross Platform Integrations. It is possible to feed documents to SAP BO from something that is not Microsoft Windows based. For example external applications might be hosted in Linux on MySQL database and coding done in PHP. Think about creating SOAP XML Web Services in Microsoft Visual Studio and then call it via web from your PHP application on Linux
6. Please call us 1-866-304-3265, 1-269-605-4904, help@efaru.com. We have local presence in Chicagoland, Southern California, Atlanta Georgia, South West Michigan, Houston and Dallas areas of Texas. We serve customers USA and Canada nationwide and internationally via web sessions and phone conferences (Skype is welcomed). We are working on Brazilian ERP consulting market in Sao Paulo since 2004
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