How Much Math Do You Need To Know For Programming SAP Business One – Sales Commission and Customer Statement Reports in Crystal Recommendations

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SAP Business One – Sales Commission and Customer Statement Reports in Crystal Recommendations

As with most mid-market accounting and ERP applications, SAP B1 has customizable invoice and commission forms. However, being flexible in the sense of creating user-defined fields and tables makes it very likely that your view and formulas will be based on these objects. It is natural to decide the design work to be done in CR as SAP owns and recommends this tool for reporting. We will try to overcome the pitfalls of customization and design and recommendations to avoid them. This document is not intended to be a technical guide for the programmer, as it is more of a collection of FAQ-style recommendations:

1. Commission formulas. Real life is rich in case studies and we’ve seen customers where formulas are multi-level and effective from and to just to open up the list of possible scenarios. If you recognize your case, a good idea is to create a few user-defined tables and use them for calculations

2. Declaration. In various industries, you may have parallel units that should be present on the printed form. For example, they could be billed and actual minutes in advertising

3. Fields and tables defined by the user. No software development is required to create these objects. They can be created in the UI: Tools -> Customization Tools -> User Defined Tables and Fields Management and from there use your intuition or read the user manual. The cool thing here is the fact that these objects are created in SQL tables in metadata and are version upgrade neutral. So feel free to implement this technique. Often you are sending customer invoices or sales orders from database or external application. In this case, it’s a good idea to first send them to user-defined tables and then deploy C# or VB SDK programming in Microsoft Visual Studio to transform the rows into actual invoices and orders.

4. Design. Now let’s talk about the design itself. It’s paradoxical, but our recommendation is to start this process in SQL Server Management Studio queries. Crystal is the perfect tool, but if the formulas change in the future, it can be difficult to follow those changes in the design tool. Much easier is to create a SQL view or even a stored procedure where all the math is done and a report based on those SQL units. If you’re designing something complex with formulas, you might be disappointed that the design results get duplicate rows and other annoying errors. SQL is better positioned to do math. The general idea is this: test your query in SQL until you are satisfied with the result, and only after that open the CR Designer tool to finish the design and cosmetics such as the company logo and other graphic elements.

5. Now fields and table structures. There are two ways to discover them. The first is to print it from the SDK as a full and very complex diagram. And the second option is to switch to the View System Information menu. Then open the form with the table and field in question and place your cursor over it. Take a look at the bottom left corner where you should be able to read the names. Try it yourself and see if you get the same results. The sales order header is hosted in ORDR and the lines are hosted in the RDR1 tables, respectively.

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