ERP customization is something that should be probably avoided if it is not absolutely required. However Business One provides options to add user defined fields to core table as well as create new user defined tables. Interface for data entry and editing is created automatically.
All above doesn’t require programming. If all you need to do is create something like Crystal Report where you need to combine core fields and user defined ones then you are done with custom objects. If you need something like automatic integration then consider software development in Microsoft Visual Studio with Software Development Kit libraries and code samples. Let’s review some details:
1. Adding user defined fields. Let’s assume that you would like to add field ProgramID to Sales Order line table. Here is the path: Tools -> Customization Tools -> User-Defined Fields Management. Expand Marketing Documents and highlight Rows. Click ‘add’ and go ahead with ProgramID as alphanumeric. Now let’s add it to Sales Order form. Click on Form Settings icon above and here switch to Row Format and include ProgramID field as Visible and Active
2. Adding user defined table. Here is the path: Tools -> Customization Tools -> User Defined Tables – Setup. When you are done with your table take a look at automatically created interface: the same path but last step is User Defined Windows
3. Crystal Reports design. As we already mentioned above you can deploy objects created above. Good recommendation here is to create SQL View or Stored Procedure and test data set first. When you are happy with results then feel free to design the report where you have groups and summaries. If you follow these recommendations then such annoying bugs as row duplicates and incorrect summaries should be eliminated
4. Programming in Software Development Kit. Popular scenario is automatic integration with external database or system. Sample codes are available in VB and C# and we would recommend these languages for your software development project. It is useful to deploy staging tables for integration. They could be addressed in your SDK methods and in new version 9.0 access is improved
5. What is not recommended. SAP B1 is three tiers application including Application Server. Sometimes we hear optimistic ideas from SQL programmers that they do not need SDK and will do the job in SQL Stored Procedures
Let’s now answer several questions from SB1 prospects:
Q. We are hosting in-house programmed ecommerce portal with shopping cart on Linux. Programming was done in PHP and database is MySQL. It sounds like MS Visual Studio is not an option. Is SDK available for Linux?A. We would rather recommend you to create XML SOAP Web Service in Visual Studio and call it with parameters from your PHP application
Q. We have modification for version 2005A and we would like to upgrade to current release 8.82 or maybe to 9.0 at the end of 2012 when it supposed to be releasedA. It is upgradable assuming that you have source code
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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