Hi Expert , marketing document Duplicate functionality

Hi,
Please explain marketing document Duplicate functionality using sdk of custom form.
Thanks
Rajkumar G

Hi,
Marketing document duplicate functionality is nothing but duplicate the document to create new. It is readily available. What are you up to?
Thanks,
Gordon

Similar Messages

Reconnect base and target document if duplicate marketing document

How can you reconnect the links between the base and target documents when you duplicate marketing documents?
For example, an error was made during the entry of the GR PO and we performed the Goods Return. However, when you create a Goods Receipt PO and then a Goods Return, the original PO is now closed. How can you re-open the original PO or else link a new target document to it?
Thank you.

Thats right. You can create a new business process for Exceptions and exceptions have to handled as a one off situation.
I would suggest you take measures to minimize the error by putting business rules in place and for these one off situations simply type in the PO / SO number in the remarks.
Creating all document is a big efforts.
Suda

Hi Expert, Using DI transfer Marketing documents one db to another database

Hi all,
I want to transfer my all Marketing documents data from one company to another locally or remotely using DI (SAP B1) .
Please guide me .
Thanks
Rajkumar Gupta

Hello
You must export a document into xml file, and import it to another company.
Please check this thread, where i gave some guides how to do
This thread is about Journal entries, but the logic/method is the same
Regards
János

Get error when preview marketing documents by using crystal report layout

Hi experts,
I want to switch to using Crystal Report for marketing documents layout. I have import Sales Quotation u2013 Generic (CR) layout which provided by XX-1.2.b1p package. I can preview added records but it doesn't work on drafting documents and saved drafts. The system prompt u201CThe system cannot find the path specifiedu201D and u201CObject reference not set to an instance of an objectu201D. On the same server, it was working fine in our other company database. I don't think this is the problem of database location setting in Crystal Report. Can anyone give me advices, thanks!
Regards,
Ivan

Hi! Rahul,
Thank you for your reply first. Your method doesn't work in my case. Can you tell me the steps of creating a new layout for added records and draft documents. I have created a quotation layout which work with added records only, the steps has been show below and please comments, thanks.
1. In Crystal Report > new blank report > create new connection > Choose "SAP Business One" > Select OQUT under "B1 Tables".
2. Insert "CardName" field to report > Create DocKey@ parameter and set it equal to DocEntry in select expert record function
3. Click Add-ins > SAP Business One > Save > Choose company database and input manager password.
Regards,
Ivan

Item Description change at marketing Document

Hi experts ,
I have a typical scenario . Let me describe in detail .
For example --
For Customer A - Item A is called as Apple
For Cusotmer B - Item A is called as Banana
Similarly Customer C......D,E......
And user need that information at marketing document .
My initial though that when I do SO - I will change item description useing Ctrl +tab feature and issue will be solved . But Typing has created a lot of issue . So I need to make it automatic .
If I select customer A , Item A ....It identifies Item Description should be populate as Apple
Similiarly
If I select customer B , Item A ....It identifies Item Description should be populate as Banana
As of now , Apple , Banana is not stored anywhere .. I can utilise UDF or UDT ....
Can you throw some light on this scenario ?
Thank you
Bishal

Hi Brother
Please try this
U can change the item code for every BP in Documents according to your need
Use the functionality of BP catalog number
Inventory > Inventory management > BP catalog number
Here u can set catalog according to item per BP and also BP per item
For example u have 10 items that are named differently for 10 BP
First select the item tab select one of 10 item in header level
And all 10 BP in row level name them under BP catalog no.
After that do that for rest of nine item
When u want this functionally to work
Open the document in which you want to change name according to BP
Like all sale doc or purchase doc .
In form setting in document tab go to general tab and check Display BP Catalog Number
Do the changes after selecting the item in document other wise only those item will appear for which u have given catalog No for that BP
Tell me if it does not work
I will help u out
Thanks
Avtar Singh Saini

Subtotal QTY by unit on marketing document layout

Hi,
How to print out the subtotal QTY by unit on marketing document layout?
Henry
Edited by: Philip Eller on Jun 20, 2008 10:10 AM
Edited by: Philip Eller on Jul 4, 2008 10:16 AM*
Edited by: Rui Pereira on Aug 8, 2008 1:57 PM

Hi Henry,
In order to do this you may try to use SortValue and Group feature in PLD, you can refer to SAP Note 917674, which is about 'Printing Tax Summary per Tax Groups on Marketing Documents', the steps should be the same but with different fields.
Regarding this function, detailed information can be found in session below:
service.sap.com/smb
-> Business One
    -> Getting Support Services from SAP
       -> SAP Business One Self-Help
          -> Other Support Services
             -> SAP Business One Expert Sessions
                -> Archive
                   -> Access to Expert Empowerment Sessions Archive
                      -> Print Layout Designer
                         -> 12.03.2007 - Print Layout Designer: Grouping and Sorting in Print Layout Designer
                            Templates
Please notice S-user is needed. Hope it helps.
Regards,
Canna Mu
SAP Business One Forums Team

Recurring Marketing Documents not available

Although SBO contains recurring AP and AR documents, they are not available for most country localisations. This is a very common requirement in Australia
Regards
Jeff

Hi Jeffrey,
there are 2 ways with which to achieve recurring marketing documents:
1.) Use the 'Duplicate' functionality.
2.) Use the 'Document Draft' functionality.
Both can be used to easily work with recurring marketing documents.
All the best,
Kerstin

How to Choose Document Number of Marketing Documents with Crystal Reports

Dear Experts,
I am trying to prepare a simple marketing document, such as a sales order, with Crystal Reports Basic 2008.
[Goal]
Being able to choose the document number of a particular sales order when I open Crystal Reports from SBO.
[Problem]
The document in Crystal Reports shows nothing, although I can choose a document number when Crystal Reports opens.
[Parameters I set up]
Parameter Fields Screen
List of Values: Dynamic
Value: DocNum
Parameters: My Parameters
Select Expert Screen
{ORDR.DocNum} = {?Document Number}
[Crystal Reports Design]
Report Header
SALES ORDER
Page Header
ORDER#: (ORDR, DocNum)
BILL TO: (ORDR, CardName) (ORDR, Address)
Details
ITEM#: (RDR1, ItemCode)
ITEM NAME: (RDR1, Dscription)
QTY: (RDR1, Quantity)
PRICE: (RDR1, Price)
Total: (RDR1, LineTotal)
Page Footer
TOTAL DUE: (ORDR, DocTotal)
Thank you for your help,
--Toshi

Hi Toshiomi,
The parameter fields should be
List of Values: Static
Value: {ORDR.DocNum}
Parameters: DocNo
Type: Number
and in the Select Expert screen
{ORDR.DocNum} = {?DocNo}
I hope this will solve your problem in the most efficient way.
Thanks,
Nazar
Edited by: Nazar N on Dec 22, 2009 10:52 AM

How can I lock the NumAtCard field in the marketing document screen

Dear Experts,
Is there any way I can lock the marketing documents' (say Goods Receipt PO) BP Ref Number field? meaning if there are already values in the field, I do not want any users to change it.
Please help!
Warmest Regards,
Chinho

Hi Chin,
There are two options to resolve your problem i.e. using DI SDK code and SP_TN.
if you want to to use SDK code, it requires big effort except you have a good programmer.
if you using SP_TN, you could use this following sample:
if @transaction_Type in ('A','U') and @object_type in ('20')
begin
        if exists (
                select a.DocEntry
                from OPDN a inner join OPDN b on a.numatcard=b.numatcard and
                                        a.DocEntry<>b.DocEntry
                where @object_type = '20' and (coalesce(a.numatcard,'')<>'' and (year(a.docdate) =
year(getdate()) and year(b.docdate) =year(getdate())))
                        and a.DocEntry = @list_of_cols_val_tab_del
        begin
                set @error = -1
                set @error_message = 'BP ref no. has been used'
        end
End
The above query SP is to block the use of last year BP ref no. I also have modified so that not only last year but even yesterday.
You can modify it by your own way.
Rgds,
JimM

Check Box in Marketing Document

Hi Experts,
Can any one Suggests me, I need Check box in Marketing Documents, Is that possible to create (not mentioning UDF or UDT creation).
By karth

You can simulate a check box by one UDF and a FORMATTED SEARCH.
For example you can create a UDF in INV1 named CK_BOX and link in it this formatted search
SELECT 'x'
from inv1
where $[inv1.u_ck_box] =''
union
select ''
from inv1
where $[inv1.u_ck_box] ='x'
Regards,
Paolo

Unit Price and Document Total in a Marketing Document

Hi Experts,
I am trying to post a marketing document through the DI API. I have assigned value to the document lines as follows:
                sapDocument.Lines.ItemCode = items.MaterialCode;
                sapDocument.Lines.Quantity = items.Quantity;
                //sapDocument.Lines.Price = items.Price; // tried assigning to both Price and Unit Price
                sapDocument.Lines.UnitPrice = items.Price;
                //sapDocument.Lines.LineTotal = items.LineTotal // Also tried assigning this.
All my documents have been successfully posted in SAP Business One except that there is no Price saved and therefore follows that my Line Total and Document Total are all 0.00.
Hope someone could help me out.
Thanks.
Melvin Balingit

Hello Guys,
So the correct method is
first assign the unitprice, than assign the qty.
Dim oDoc As SAPbobsCOM.Documents = oCompany.GetBusinessObject(SAPbobsCOM.BoObjectTypes.oOrders)
        oDoc.CardCode = "C20007"
        oDoc.DocType = BoDocumentTypes.dDocument_Items
        oDoc.DocDueDate = Today
        oDoc.Lines.ItemCode = "A00002"
        oDoc.Lines.Quantity = 2
        oDoc.Lines.UnitPrice = 100
        oDoc.Lines.Add()
        oDoc.Lines.ItemCode = "A00003"
        oDoc.Lines.Quantity = 2
        oDoc.Lines.UnitPrice = 100
        If oDoc.Add <> 0 Then
            MsgBox("Erreur " + oCompany.GetLastErrorDescription())
        Else
            Dim newCode As String = oCompany.GetNewObjectKey()
            MsgBox(newCode)
            AddInvoiceEx(newCode)
        End If
Regards
János

Print Barcode on Marketing Document SAP Business One

Hi Everyone,
This is my case:
I can print barcode from Crystal Report without problem, the RPT File is a Datasource from Invoice Document (Marketing Document), I do upload to SAP Business One this rpt file but don't print correcty barcode.
On Crystal Report function very good but on SAP Business One don't function...
On Rpt File I use a font 3 of 9, this font is install on folder fonts of Windows System Folders, too I can print correcty on Zebra print.
Someone know how print correctly from SAP Business One BarCode?
on wait answer.
Regards.

Hi Douglas,
Please check below links.
Barcode Label printing straight out of SBO
Crystal Reports viewer(runtime) barcode printing problem
Barcode Label Printing
https://help.sap.com/saphelp_sbo882/helpdata/en/45/0942df65e16c32e10000000a114a6b/content.htm
Hope this helps
Regards::::
Atul Chakraborty

Freight - Marketing Documents Assign a Project Code

Hi All,
I have a customer that uses project codes and profit center functionality in SAP Business One. They flag transactions to record the relevant project codes and profit centers for extended reporting requirements. So far we have had no issues but we have encountered one lack in functionality which I can't seem to configure in SAP Business One. The issue is that we cannot assign a project code when recording additional charges / freight during a marekting document in SAP Business One. However you are able to assign a profit center? Is this a limitation of the product and if so will this be addressed in future versions? Does anybody know?
Any feedback / ideas will be greatly appreciated!
Thanks
Andre Pienaar

Hi
Whole Marketing Document can be assigned to project, even freight is having separate profit center.
If u want to include more features in B1 pls post ur queries here:
Forum: SAP Business One Product Development Collaboration:/community [original link is broken]
Giri

How to update UDF from marketing documents to Journal Entry UDF

Hi Experts,
I have a UDF in the marketing documents and I want to save the value to Journal Entry UDF.
Regards,
Jummie

Hello Jummie,
If I understand correctly, the scenario is that copy the value of UDF from marketing document to the UDF its target JE from when the marketing document is created.
if so, just listen to FormDataAdd Event for the marketing document, copy the value of udf when document is created.
Here is the sample code.
Private Sub FormDataEventHandler( _
    ByRef BusinessObjectInfo As SAPbouiCOM.BusinessObjectInfo, _
    ByRef BubbleEvent As Boolean) Handles oApp.FormDataEvent
        'You may add the target documents, 133 - A/R invoice.
        'Before action = true, start the transation
        If BusinessObjectInfo.FormTypeEx = "133" _
                And BusinessObjectInfo.EventType = SAPbouiCOM.BoEventTypes.et_FORM_DATA_ADD _
                And BusinessObjectInfo.BeforeAction = True Then
            oCompany.StartTransaction()
            'BubbleEvent = False
        End If
        'Before Action = false,
        'Update product item tree
        'Succeed, commit, otherwise rollback
        If BusinessObjectInfo.FormTypeEx = "133" _
        And (BusinessObjectInfo.EventType = SAPbouiCOM.BoEventTypes.et_FORM_DATA_ADD) Then
            If BusinessObjectInfo.BeforeAction = False And BusinessObjectInfo.ActionSuccess Then
                Dim objectKey As String = String.Empty
                oCompany.GetNewObjectCode(objectKey)
                MsgBox(BusinessObjectInfo.Type)
                Dim oInvoice As SAPbobsCOM.Documents = Nothing
                oInvoice = oCompany.GetBusinessObject(SAPbobsCOM.BoObjectTypes.oInvoices)
                If oInvoice.GetByKey(CInt(objectKey)) Then
                    'Retrieve the UDF value in documents
                    Dim udfValueInDoc As String = oInvoice.UserFields.Fields.Item("***").Value
                    Dim oJE As SAPbobsCOM.JournalEntries = oCompany.GetBusinessObject(SAPbobsCOM.BoObjectTypes.oJournalEntries)
                    'Retrieve the JE for the document
                    oJE.GetByKey(CInt(oInvoice.JournalMemo))
                    Dim succeeded = True
                    'add you code to copy the UDF from document into JE
                    If succeeded Then
                        'update the production tree succesfully,
                        oCompany.EndTransaction(SAPbobsCOM.BoWfTransOpt.wf_Commit)
                    Else
                        oCompany.EndTransaction(SAPbobsCOM.BoWfTransOpt.wf_RollBack)
                    End If
                End If
            End If
        End If
    End Sub
Regards, Yatsea

Need SP_TN for specific user must use specific document series and warehouse in Marketing Documents

Hi experts,
   I need SP_TN for specific user must use specific document series and warehouses in Marketing Documents SAP B1.
   Kindly give solution ASAP.
Thanks in advance

Hi Nagarajan,
   It show (1) Not allowed to add PO.
   I used the following SP
IF @object_type = '22' AND @transaction_type IN (N'A',N'U')
BEGIN
IF Exists
(SELECT T0.DocEntry FROM POR1 T0 INNER JOIN OPOR T1 ON T0.DocEntry = T1.DocEntry
WHERE T1.DocType = 'I' AND T1.Series = '142' OR T1.Series = '145' AND T0.[WhsCode] = 'STEX-01'
or T0.[WhsCode] = 'STNEX-01' and T1.[UserSign] ='1'
and T1.docentry = @list_of_cols_val_tab_del)
BEGIN
SELECT @error = 1
SELECT @error_message = 'Not allowed to add PO'
END
END
warm regards,
Guhan

Hi Expert , marketing document Duplicate functionality

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