| In comparing to other ERP and Small and Midsize | | | | to be linked to Master Data table, or Master Data |
| Business Accounting applications, SB1 is more flexible | | | | Rows (in you plan to link it to Business Partner |
| and where traditional system may require programmer | | | | Address, which is Master Data Row classified table), |
| to code the custom logic and then integrate it with | | | | Document (if you plan to link it to AR Invoice, or other |
| existing user interface and the database - SAP BO | | | | legitimate document header), or Document Rows (if |
| may have this custom logic to be easily set up in User | | | | you plan to link it to AR Invoice Inventory Item or |
| Defined Tables and User Defined Fields, and SAP B1 | | | | Service Line, for example). In our example, let's try to |
| software developers already supplied simple user | | | | be moderate and give you just simple example, we |
| interface to work with newly created objects, let's us | | | | would like to create Non-Inventory Item Monthly Cost |
| show you how. We will be assuming that you are on | | | | table, which is No Object. Give it the name, |
| SAB BO version 2007A, international version 2007B | | | | description, and then Tools-> Customization |
| should be the same if you translate our article to you | | | | Tools->User Defined Fields Management, expand |
| local language, and if you are on SB1 2005A/B, you | | | | User Tables, highlight Non Inventory Item Monthly Cost |
| should be able to find the same functionality in slightly | | | | and click Add: Add Year, Month and Cost fields (feel |
| different menu paths: | | | | free to apply your judging on the type). Now, let's |
| 1. OK, let's assume that you need few new fields to be | | | | enter the rows into newly defined table. User |
| associated with Business Partner, such as Statement | | | | Defined Windows, select your newly created table and |
| Type: email or mail. You will need new field on the | | | | feel free to enter data there. Small comment, SB1 |
| Business Master table, the field should be named | | | | designers looks like were trying to make our life easier, |
| Statement Method, it should be Drop Down List with | | | | so the created two mandatory fields: Code and Name, |
| two options: Email and Mail. Please, open | | | | we recommend you to enter unique values there |
| Tools->User Defined Tools->User Defined | | | | 4. SAP Business One Executive Demo or technical |
| Fields-Management. Expand Master Data, Business | | | | presentation. Via Web Session and Phone |
| Partner, highlight it and click add button at the bottom | | | | Conference you can request this service being USA, |
| of the form. Name the field Statement Method, give | | | | Canada Nationwide, in Europe, Brazil, Latin America |
| appropriate description, alphanumeric, Structure: regular, | | | | and Internationally |
| mark Set Valid Values for the Field and click new to | | | | 5. Second Opinion on SB1 implementation or modules |
| create Email and Mail options in this new DDL. Now, | | | | selection. This service is popular if your local SB1 |
| open Business Partner and pull out existing customer, | | | | reseller failed in challenging implementation, when you |
| for example. in Menu: View->User Defined-Fields | | | | have to do complex Data Conversion, Integration to |
| and you should notice that New Small Windows is | | | | Legacy Systems, including Lotus Notes, Oracle |
| now open to the right of the Business Partner Master | | | | Custom DB, legacy ecommerce |
| Data window, here you may select Email or Mail from | | | | 6. SAP B1 as Publicly Traded Multinational Corporation |
| DDL, when you will click on OK (or Add, if you are | | | | local branch ERP. SB1 licensing is relatively cheap |
| adding new Business Partner/Customer), Statement | | | | and considering the fact that it is localized (translated |
| Method will be saved together with the regular | | | | to local languages in the majority of the countries: |
| Business Partner info. For those of you who are IT | | | | Brazil, Mexico, Venezuela, Colombia, Israel, Russia, |
| people or Software Developers, please click on | | | | China, to begin the long list; plus it is certified with |
| View->System Information and then place your | | | | foreign countries tax agencies). Special |
| cursor over new field - you will see that it is created in | | | | considerations to the customers, where their corporate |
| OCRD table (Business Partner Master Table) | | | | ERP is not localized in the overseas branches. Good |
| 2. Let's come out on the fresh air and between us, | | | | example is Dynamics GP Great Plains, it is only |
| who are Corporate ERP consultants discuss, what we | | | | supported in USA, Canada, UK, Australia, New |
| just saw. In other more traditional Corporate ERP, | | | | Zealand, Arabic countries, Spanish Speaking Latin |
| MRP, CRM, Sales Order Processing systems, etc., this | | | | America and English Speaking South East Asia. If |
| is legitimate so-called "customization", where | | | | you have Dynamics GP Great Plains as your |
| programming is required or at least recommended. | | | | Corporate ERP in USA or Canada, please consider |
| SAP Business One does the job in out-of-the-box | | | | SAP Business One in such country as Brazil, Russia, |
| install with five minutes long setup procedure. Please, | | | | Poland, Lithuania, Latvia, etc., for your local branch with |
| relax and expect more surprises, let's move on to new | | | | GL or even full data consolidation to Dynamics GP via |
| custom table creation | | | | Great Plains Integration Manager. SAP Business One |
| 3. User Defined Tables. Tools->Customization | | | | allows simple data export to Microsoft Excel, or you |
| Tools->User Defined Tables Setup, here give it the | | | | can do exported data marking on SB1 SQL DB level |
| name, description, and select No Object if the table will | | | | 7. How to get help? |
| be stand alone, or select Master Data if it is supposed | | | | |