SAP Business One: Reporting and Customization

Course details

Explore techniques for customizing SAP Business One and making this enterprise content management tool fit your organization’s needs. Learn how to create custom reports with SQL for immediate use and for export. See how to create and add a Crystal Report to SAP B1 and modify the reports and forms you create. Discover how to customize SAP B1 for some of the most popular modifications.

Learning objectives
Running included reports
Working with databases
Tables and fields
Using basic SQL reports
Opening the query manager
Use the query generator
Use SQL functions
Creating reports in Crystal Reports
Creating forms in Crystal Reports
Adding a user defined field (UDF)
Adding a UDF in SQL or Crystal Reports

Concepts

0. Introduction

01 - Getting the most from SAP Business One
02 - What you should know
03 - Exercise Files
04 - Setting up your system

1. SAP Reporting and Forms

05 - Run included reports
06 - Use selection criteria
07 - Filter and sort reports
08 - Export Drag & Relate
09 - Challenge - Basic sales spreadsheet
10 - Solution - Sales spreadsheet

2. SAP B1 Databases

11 - Understand SAP B1 tables and fields
12 - What golden arrows do in reports
13 - Use popular tables
14 - Use the System Information tool
15 - Challenge - Find system information
16 - Solution - Find system information

3. Basic SQL Reports

17 - Use the Query Generator
18 - Open the Query Manager
19 - Change a query with SELECT, AS, and FROM
20 - Debug a query
21 - Filter a query with WHERE
22 - Add selection criteria parameters
23 - Use SQL functions
24 - Sort a query with ORDER BY
25 - Make decisions with CASE
26 - Types in SQL
27 - Challenge - Sales report in SQL
28 - Solution - Sales report in SQL

4. Power SQL

29 - Plan your report with good questions
30 - Add comments for readability
31 - Text editors with SQL
32 - Date and string functions
33 - Handling NULL values
34 - Use INNER JOIN for two tables
35 - Use JOIN for multiple tables
36 - Group data with GROUP BY
37 - Use aggregate functions
38 - Challenge - Sales report with BP info
39 - Solution - Sales report with BP info

5. Basic Crystal Reports

40 - Launch Crystal Reports
41 - Connect to the database
42 - Select and link fields
43 - Crystal Reports navigation
44 - Add fields to an existing report
45 - Format and layout a report
46 - Add text objects to a header
47 - Add graphics and color
48 - Challenge - Make a sales report
49 - Solution - Make a sales report

6. Polished Crystal Reports

50 - Create logic and calculation formulas
51 - IF, THEN, ELSE in formulas
52 - Conditional formatting
53 - Add selection criteria
54 - Use parameters for selection
55 - Sort a Crystal report
56 - Add groups and totals to a Crystal report
57 - Connect golden arrows in Crystal Reports
58 - Polish up the report
59 - Challenge - Make a sales summary
60 - Solution - Make a sales summary

7. Customize Reports and Forms in SAP B1

61 - Connect golden arrows in Crystal Reports
62 - Add a Crystal report to SAP B1
63 - Modify reports and forms in SAP B1
64 - Forms to SAP B1
65 - Modifying legacy forms in SAP B1
66 - Add a Crystal Report form to SAP B1
67 - Challenge - Add a form
68 - Solution - Add a form

8. Customize Fields in SAP B1

69 - Add a user defined field (UDF)
70 - Add a UDF in SQL
71 - Add a user defined object
72 - Add a UDF in Crystal Reports
73 - Challenge - Who likes pizza
74 - Solution - Who likes pizza

Conclusion

75 - Next steps