Reuse Sales Quotation in SAP Business One Addon

I m designing an addon for SAP Business One using VB .net 2005.
I have created a menu for that Addon.
Now i want to open the existing SALES QUOTATION from a sub menu of my new ADDON Menu.
Please tell me if it is possible or not ?
If it is possible then please tell me the whole procedure how can we do that ??
Please reply as soon as possible

Hello itsatish,
open a quotation with the method:
ActivateMenuItem("2049");
Then automatic fill the documentNumber and create a click-event on the searchbutton
HTH Regards Teun

Similar Messages

Error while 'Crystal Report for Sap Business One' addon started

Hi,
I have try to install Crystal Report for Sap Business One (Addon Versione number 2.0.0.7).
The installatione finish succesfully, but when I started the addOn i retrieve this errore message: External Connection to the dataBase failed. Sap Crystal Addon may not function properly. Please re-run the account setup with superuser login.
I'm logged in Sap with manager (super user), so maybe I have forgot some step in the installation?
I have see the Demo in the Channel Partner Portal, I have note that I have to isntall the CR_Runtime_12_0, but I don't find it, I don't know where I can download this file. I have just installed SapCrystalSetup.exe and registered the Addon like a normal Sap B1 addon.
Where is the error??
Regards
Marco

You must configure in each cliente Pc the connection with the DATABASE.
You must Know the Database Super User (In SQL Server usually sa, and its password, the standard form SAP Business One is SAPB1Admin)
In Administration > Crystal Reports Administration > Account Setup
The CR_Runtime_12_0 is only necesary to view reports, but isn't necesary to start de addon.

Set up a template for sales quotes in SAP Business One.

I would like a sales quotation template to contain the same 10 items so that I do not have to enter the items each time. What is the best way to do this? Is there any sales quotation template in SAP for this?
I am using SAP Business One 2007A SP0 PL49 and B1UP.

You may use Draft function to make your own template for Sales Quotes.
Thanks,
Gordon

The Sales Process in SAP Business One

Dear All,
In Sap Business One the normal Sales Process is Sales Quatation > Sales Order > Delivery > AR Invoice.
Now Business One allows to do Delivery without the 2 sales process of Quotation or Sales Order. It allows to make direct delivery or AR Invoice but I need a system by which I can define that a specific user cannot make a delivery or AR invoice without Sales Order or the user cannot make sales order without Sales Quotation or AR invoice cannot be made without Sales Quotation > Sales Order > Delivery.
How can the above possibilities be posible in SAP Business One 2005B.
Thanks and Regards,
Kawish

Hi Satish & Suda
Thanks for the required information. But I am getting error message when I am using in SQL and executing.
Please note that I have pasted your code as under :
set ANSI_NULLS ON
set QUOTED_IDENTIFIER ON
go
ALTER proc [dbo].[SBO_SP_TransactionNotification]
@object_type nvarchar(25), -- SBO Object Type
@transaction_type nchar(1), -- [A]dd, pdate, [D]elete, [C]ancel, C[L]ose
@num_of_cols_in_key int,
@list_of_key_cols_tab_del nvarchar(255),
@list_of_cols_val_tab_del nvarchar(255)
AS
begin
-- Return values
declare @error int -- Result (0 for no error)
declare @error_message nvarchar (200) -- Error string to be displayed
declare @usersign int -- to get usersign of current document
declare @usercode varchar (30) -- to get usercode for the usersign
select @error = 0
select @error_message = N'Ok'
IF delivery is created without having a sales order as base document then do not allow the delivery
Object_type 15 is "Delivery Note"
IF @transaction_type = 'A' AND @object_type = '15'
BEGIN
-- get the current user sign and corresponding user code
set @usersign = (SELECT (ISNULL(T0.UserSign,-1)) FROM ODLN T0 WHERE T0.DocEntry = @list_of_cols_val_tab_del)
set @usercode = (select user_code from ousr where userid=@usersign)
-- validate basedocument exists or not
IF EXISTS (SELECT T0.ItemCode FROM dbo.DLN1 T0 WHERE T0.BaseType = -1 AND T0.DocEntry = @list_of_cols_val_tab_del)
BEGIN
-- validate the user (if user is manager then do not restrict)
IF @usercode 'manager'
BEGIN
set @error = 1998
set @error_message = N'Delivery Document cannot be created without Sales Order. Copy from Sales Order.'
END
END
END
-- Select the return values
select @error, @error_message
end
But I am getting the following error message while executing :
Msg 102, Level 15, State 1, Procedure SBO_SP_TransactionNotification, Line 26
Incorrect syntax near 'created'.
Msg 102, Level 15, State 1, Procedure SBO_SP_TransactionNotification, Line 39
Incorrect syntax near 'manager'.
Please note that in SAP Business One I have made user name test1 who is not a superuser and I want this user test1 to get blocked delivery note if it is not made from sales order.
Thanks and Regards,
Kawish

SAP Business One-Addons

Hi ,
I am having problem in connectivity.
We have Add On in wich we used Batch Allocation method.Batch automatically defines to particular items.there is something more than 4000 record at one time it allocates.
But something middle may be 150 to 200 SAP get disconnect Add On but when we start again the same process it continues from the last docenrty ,but again after some time it again get disconnected every time it happens but after 4 to 5 times it get completed.But i want it to complete at once without disconneted ,please tell me how to resolved it.
chaitesh.

When it disconnects, how do you know?
Are you receiving an error message, or an exception? If you are, please let us know what it is.

XL Reporter not loaded in SAP Business One Resource Error

Hi to forum,
I have installed SAP B 1 and using SQL Server 2k for database. I have got problem loading time of add-on i.e. XL Reporter below given error occur. Any expert can guide me to resolve this.
(1) Unable to connect SAP Business One
The requested lookup key was not found in any active activation context
(2) then message shows " Unable to connect DI " , Resource Error
Awaiting your help..
With Warm Regards,
Chintesh Soni
Intellicon Pvt. Ltd.
Gandhinagar, Gujarat, India.

Hi Runar,
Most of the times this message appears to users who have got .Net Framework 1.0 and 2.0 installed on their machines at the same time. That actually confuses the XL Reporter on which to run. I would recommend creating an XML file with the name as "SBOXLReporter.exe.config" and save it at the following XLReporter working location
C:\Program Files\SAP\SAP Business One\AddOns\XLR\XLReporter\Client\
Make sure u paste the following text as it is in that XML File and save it and then run XLReporter. Hope it works out.
<?xml version="1.0"?>
<configuration>
<startup>
<supportedRuntime version="v1.1.4322"/>
<supportedRuntime version="v1.0.3705"/>
<requiredRuntime version="v1.0.3705"/>
</startup>
</configuration>
Reagrds
Rizwan Hafeez
Team Lead
SAP Addon Development Section
Abacus Consulting - Pakistan

Not able to install crystal reporter in SAP Business One PL 42

Hi All,
I had been using the evaluation version of crystal reports. Now when the free licensed version was launched I uninstalled the version and tried to instal the new one which I have downloaded from the portal. I have uninstalled the crystal reports runtime and the SAP crystal reports from the control panel. Now in the same process as mentioned I am installing the crystal reports again. In the ADD-ON istallation part when I am click on start the system shows the following error-
"An earlier version of crystal reports is found. Please ensure that the current installation is a higher version."
Inspite of the fact that my system showed no instance of crystal reports installed after the uninstall run by me.
Please guide me.
Edited by: debraj bhattacharyya on Nov 3, 2008 6:05 AM

The following is the Instructions Extract from "SAP_CRYSTAL_InstallInstructions.pdf":
Un-installation of previous version:
If a previous version of the Add-on exists , it is highly recommended the previous add-on be fully uninstalled before installing the new version. To uninstall the add-on, follow the 3 simple steps below.
1. Using SAP Business One Administration | Add-Ons | Add-On Administration: remove and un-register the add-on.
2. Log off SAP and Log back in for the un-installers to run.
3. Using Windows Control Panel | Add-Remove programs: uninstall the u201CSAP Business One Crystal Reportsu201D ( Do not un-install Crystal Run time )
Installation of New Version:
1.The Add-On runs using the compatibility licence of SAP Business One.
2.Copy the installation files to a suitable location.
3.The installation disk or folder will contain a file called SAPCrystalSetup.exe.
4.Log on to the target PC as an administrator or admin type user (windows).
5.Copy the SAPCrystalSetup.exe to a convenient location on the target PC and run SAPCrystalSetup.exe (confirm all overwrites - you may keep the CrystalDesignerPath.txt intact if the path specified is different to the defaults).
6.SAPCrystalSetup.exe will install the add-on components on the local PC. It is recommended that you keep the path selected by the installer. The default installation path for the Add-on files are C:\Program Files\SAP\SAP Business One\AddOns\SAP_CR.
7.Locate the folder u201CDotNetFramework_3.5u201D , make sure the PC is connected to the internet and run the u201CdotNetFx35setup.exe u201C. An automatic download will occur, to get the suitable files for .Net Framework 3.5. This will take several minutes depending on the bandwidth. The installation of the .Net Framework will happen once the download finishes.
8.Locate the folder u201CCrystal_2008_Runtime_exeu201D and run the u201CCRRuntime_12_0_mlb.exeu201D. if a product ID is requested, leave the Text Box blank and proceed with install. This installs the Crystal Reports Runtime for Version 2008 on the local PC.
9.Once the setup.exe has completed, log on to SAP as manager or any other superuser.
10.Using Administration | Addons | Add-On Administration, register the Crystal Add-On, set the desired settings and restart SAP.
11.Log on to SAP, as a super user.
12.Run Account setup from Administration | Crystal Reports Administration | Account setup
13.Type in the sa password for the SQL server that holds SAP databases, and click Update. ( this process needs to be performed for each new PC, Once. )
14.Click the Create Ext tables button. Add-on will now create the additional tables (this process must be performed for each new SAP company once u2013 and can be performed from ANY PC). This creates the External SQL tables needed for the add-on.
15.THE TASKS 5, 6, 7, 8, 9, 12, 17 WILL NEED TO BE RUN ON ALL PCS THAT NEEDS THE CRSYTAL ADD-ON.
16.Crystal add-on is ready to use. A help file is provided and you may test the add-on with the sample reports found in u2026\ SAP_CR\SampleReports. The help file can be found in u2026\SAP_CR\Documents\UserHelpFile
17.If the Crystal Designer has been installed on the local PC, the following file needs to be edited ( or checked to be correct). The file gives the path to the Crystal Reports Designer exe. The add-on will read this file to launch Crystal Designer.
C:\Program Files\SAP\SAP Business One\AddOns\SAP_CR\Resources\CrystalDesignerPath.txt

Print layout design - SAP Business one 2005 B

I am designing print layout for a sale invoice
in SAP Business one.
My question is
1. How to display excise information like
Excise duty rate,Excise duty Amount &
Education cess rate, Edu.Cess Amount
Sales tax rate,Sales tax Amount for a AR invoice
in print layout design?
I have found out respecive table & field, In this
case(AR Invoice),
Table name - INV4
Field Name - Tax Rate,Tax Amount
When i am connecting respective table & field
through database field in print layout design,
It is retreving only one row only.
For example (Below is database table)
Document key .......Tax Rate .....Tax Amount.......
1 2% Rs.20
1 16% Rs.100
1 4% Rs.40
Document key is Invoice #.
Tax rate - 2% & Tax Amount - Rs 20 only(ie) is
first row only.
In print layout i can't retreive &
display subsequent rows,
How to retrieve & display subsequent rows ?
Expecting your reply.
Yours,
A.Jeyakanthan

Dear Gordon - san,
Thanks for your reply,
If redo A/R Invoice then We loss a lot of time (Our A/R Invoice have about 500 rows).
Do you have other way to modify A/R Invoice and Link to Sales Order when created mistake.
I think the SAP B1 have Add-ons for this matter. But I do not kown.
What add -ons ?
Can you help me ?
Thanks

Addon not loading - B1 Usability Package for all users in SAP Business One

Hello, I am a new admin to SAP B1 and am about to go live in a few weeks. We are running SAP Business One v. 8.80.227.
Envirorment details: Dedicated server for SAP database, and Terminal Server for remote connections.
I have a demo group of users in Active Directory that have permission to Remote Desktop to the TS and load SAP. For now, theses users are local admins on the TS. ( Permissions to be revised once addon issues are worked out ). I am the companies tech, and we have a SAP implementation company leading the project development.
Currently the addons that we are running are CRSB1Addon SAP 8.8 and B1UP from boyumit.
For one of the users in the Active Directory Security Group all the addon's work great. However the other users get the error below;
When logging in the system message window shows the following:
Failed to assign SAP Business One user license to SAP Add-ons. The Add on is configured to automatically load on startup, yet once I get the error, I open the Add on Manager and I don't see the B1UP in either tab at all.
The error on the TS in the log is here:
Log Name: Application
Source: Application Error
Date: 18/03/2010 10:55:25 AM
Event ID: 1000
Task Category: (100)
Level: Error
Keywords: Classic
User: N/A
Computer: OVCL-TS.laurieroptical.local
Description:
Faulting application SAP Business One.exe, version 8.80.227.0, time stamp 0x4b8fadd4, faulting module ole32.dll, version 6.0.6002.18005, time stamp 0x49e037d7, exception code 0xc0000005, fault offset 0x000472da, process id 0x1f14, application start time 0x01cac6a4a2da01c9.
Event Xml:
<Event xmlns="http://schemas.microsoft.com/win/2004/08/events/event">
<System>
 <Provider Name="Application Error" />
 <EventID Qualifiers="0">1000</EventID>
 <Level>2</Level>
 <Task>100</Task>
 <Keywords>0x80000000000000</Keywords>
 <TimeCreated SystemTime="2010-03-18T14:55:25.000Z" />
 <EventRecordID>3778</EventRecordID>
 <Channel>Application</Channel>
 <Computer>OVCL-TS.laurieroptical.local</Computer>
 <Security />
</System>
<EventData>
 <Data>SAP Business One.exe</Data>
 <Data>8.80.227.0</Data>
 <Data>4b8fadd4</Data>
 <Data>ole32.dll</Data>
 <Data>6.0.6002.18005</Data>
 <Data>49e037d7</Data>
 <Data>c0000005</Data>
 <Data>000472da</Data>
 <Data>1f14</Data>
 <Data>01cac6a4a2da01c9</Data>
</EventData>
</Event>
Any comments would be greatly appreciated.
Thanks
Edited by: dontforgetken on Mar 18, 2010 4:05 PM

hello Ken - Boyum IT has its own License Administration - path of Administration > Add Ons > B1 Usability Package > License Administration...
Do all of the users have a checkmark to give them access???
When a user has only the Main Menu window open, select the "Form Settings" icon and follow the same path on the Form Settings window that is diplayed and make sure they have checkmarks next to the B1 Usability Package to be "Visible".
Are all of the user set to display Boyum IT on their machines???
LOL - I am not technical so I have no idea what that other stuff means...
Hope that helps...
Zal

SAP Business One iPad Apps Sales Catalog photo problem

Dear all,
I have a question about the iPad SAP Business One Mobile Apps Sales Catalog.
Inside the Sales Catalog, it will show the Item group with pictures and when you look inside the item group, it will show the Item image which is set up in the Item Master.
Can anyone help on this? Thanks very much.

According to the B1if sap.GetItemPicture Scenario, the path to the picture is looked up by the following query.
SELECT BitmapPath AS 'bitmappath' FROM OADP
The PictureName is passed into the GetItemPicture web service as a parameter.
This leads me to my next question:
What do you have the Pictures Folder (BitmapPath) set to in General Settings?
I am guessing you have it set to C:\Program Files\SAP\..........
The problem with this is that it save the picture to your local client computer and B1if is running on the server. You will want to change the path to a network path that looks something like this:
\\server\b1_shr\Pictures
Why?
If the Pictures Folder is set to C:\Program Files\SAP\.....
1. When a user attaches an image, SAP Business One client places the picture in C:\Program Files\SAP\..... path on the client workstation, not on the server.
2. B1if is usually run on the server and does not have access to a client workstation
If Pictures folder is C:\Program Files\SAP\......., B1if looks up the Pictures Folder set in the database and appends the file. In this case, B1if is reading C:\Program Files\SAP\.....\<imagefile>.jpg on the server in which B1if is running.
3. The only time using a C:\Program Files\SAP\...... would work is when the client, server and B1if is running on the same machine and the permission to the C:\Program Files\SAP\..... folder is set up to allow B1if to read from the directory and the client to write to the directory.
Using UNC notation
if the Pictures Folder is set to a UNC path \\Server\b1_shr\Pictures
1. When the user attaches an image, SAP Business One client places the picture on the server
2. B1if will read the picture from the server from the shared folder on the server
Conclusion
You need to use UNC notation to identify the path of the Picture Folder so that all pictures are placed in the same location.
What is your path set to for the Pictures Folder in General Settings?

SAP Business One 9 on HANA - AddOn "AddOnName" Installation Failed

Hi,
I'm trying to install an add-on in a SAP Business One 9 on HANA (64 bits) but i'm facing a problem:
- The add-on installation (from the add-on Manager Form) on windows finish correctly, but after a few seconds the system shows a Message box with "Please wait for add-on installation to finish .....Select Yes if installation finished succesfully, otherwise select No" . After that (YES option selection) the system shows "AddOn [AddOnName]: Installation Failed"
The making of the .ard file (AddOn registration file) was the same that the generation of .ard file for the SAP Business One 9 for SQL Server (here the addon works correctly). The only difference was the replacement of the DI API dll, UI API dll, AddOnRegGenerator and the AddOnInstalAPI.
Please Help!..
Thanks...

Hi,
When generating the ard file for the installer, there is a property that defines whether the addon is a 64bit addon.
https://websmp202.sap-ag.de/~sapidb/011000358700000247582013E/SDK_CompGuide_90.pdf
Create Add On for 32 bit and 64 bit computer SAP Business One 9.0
The above link may helpful to you.
Regards,
Silambu

Error While Starting XL Reporter Addon on SAP Business One Server

Hi Everyone,
I have got the following error message while starting XL Reporter Addon on SAP Business One Server:-
1. "Unable to Connect SAP Business One, Connection string is not valid [66000-84]. The user is not licensed."
2. "Addon does not have a License"
while license is installed on this machine.

Hi,
Try these below steps:
In Business One from the main menu go to Administration -> License -> License Administration.
Select the user you wish to connect to the XL reporter.
Assign the user the SAP AddOn License.
JimM

SAP Business One - Sales Order

Dear Expert,
We r in process of implementing of SAP Business One, I am having one query as follows...
We have configured
Cost Center - Dimension - Region & Item Group
Where we are having 3 Region and 4 Item Group
Regions are our Multiple Locations
Item Groups - 4 Multiple group - created in Item properties (Tages)
Now the same we need to get Auto flow in Sales Order when we select item for sales.
Kindly advise how to get auto flow of the COGS Region & Item Group.
Regards,
Nipul Thakkar
Mob : +254 789 227222

Not sure what you are asking here. The item group which is assigned in the item master will flow automatically as it is assigned to the item.
It sounds like you are asking how to automatically assign the cost accounting accounts to the row.
If this is the case then you can do it with a formatted search. Here is a post about formatted searches, it is old but still applies http://scn.sap.com/thread/1579223

DIFFERENCE BETWEEN TALLY ERP AND SAP BUSINESS ONE

Hello Experts,
From where i can find the comparison between TAlly ERP and SAP business one ?

Tally 9.0
Accounting
. To fulfill legal requirements - records as per standards and practices
. To pay taxes to various bodies - statutory needs
. Keep the business running - manage receivables & payables, cash, bank...
. Keep a watch on the pulse of the organisation - key performance indicators
. Respond to queries - to locate the right transaction immediately
. With the entry of a voucher (this is what we call all accounting transactions) all books of accounts, all reports, all totals & sub-totals are updated instantly. There is nothing more that needs to be done - whether you are inserting a forgotten entry, or correcting one.
. Taxation requirements of all the states of India are available, in the prescribed formats.
. Supporting tasks like reminder letters, delayed interest, ageing, bank reconciliation.
. One single dashboard to look at all important business ratios.
. Drill down from any report, even the Balance Sheet, right to any voucher or filter and search.
. Data entry in the language of the users choice - and report in any other language (from the languages supported).
. Mark vouchers that are draft as 'optional' and convert these to final- with one button click
Financial Management & Controls
Tally.ERP 9 comes with rich features & financial reports that give you the necessary management and control of your business. A few of these are listed below:
u2022 Funds Flow & Cash Flow reports - help you locate bottlenecks
u2022 Bank reconciliation - keeps your bank books in sync, and identify unclear instruments
u2022 Customer Credit Limits - to limit risk of default and large losses
u2022 Budgets - keep tabs on projected expenses against actuals
u2022 Mark vouchers post dated - these will reflect into the books of accounts only on/after that date
u2022 For needs where reports have to consider a transaction that has not happened (say salaries for this month that get paid the next month) vouchers (called 'reversing journals') can be marked to 'disappear' for reports post a specific date
u2022 "Scenario" management - helps you with your business forecasting and planning. You can use optional, reversing journals and memorandum vouchers, to aid in recording provisional entries that are useful for interim reports
u2022 Multiple inventory valuation. You can decide one valuation method for the business, and be able generate financial reports using any other valuation method - as the  statutory method may not be appropriate for your needs, your bankers and for other decisions
u2022 Cash balances can go negative - you can get warned if this is about to happen, or see reports and make the necessary corrections
u2022 Several business exceptions are available (negative stocks, negative ledgers) - for
you to exercise control over these activities
u2022 A one-screen business ratios with drill down right up to the transactions - help you to correct course frequently u2022 Item wise & document wise profitability statements to control revenue leakage and inappropriate pricing
u2022 Internal audits are supported with audit controls - authorised users can mark vouchers as 'audited' and can get to see reports on changes made post audit, and the name of the person making the change
Inventory Accounting & Management
If you deal in goods, of any type, you'll appreciate the Inventory capabilities in Tally.ERP 9.
You can comprehensively record all types of inventory transactions, using goods receipt notes, delivery notes, stock journals, manufacturing journals and physical stock journals. All stock movements are fully recorded and maintained in stock registers.
Developed for all manufacturers, distributors, wholesalers or traders a small list of features are briefly described below:
Manufacturers:
. Bill of materials and Manufacturing Journals, to record material conversions
. Compound bill of materials support, for units that contain assemblies
. Multiple locations (godowns)
. Excise for manufacturers, including all documentation and invoice
. Costing for jobs
Distributors & Wholesalers:
. Multiple price lists, with effective dates of applicability
. Use multiple units of measure (say KG's & grams)
. Dual units of measure (say KG's and bags, to support variations as happens in commodities)
Traders:
. High speed billing, with support for POS printers
. Bar code support
. Automatic application of taxes
. Service billing & service tax
. Integrated sales return in bills
. Print bills (and any other document) in the customers language
Common:
. You can choose to de-link the computed inventory value to automatically appear in
   your financial statements - and enter this figure manually.
. Stock ageing reports, to identify slow and non-moving stocks
. Invoice profitability reports to keep a pulse on sales
. Multi-currency transactions - buy and sell across the world - with integrated forex  gain/loss calculations
. Physical stock take records to adjust physical vs. actual stocks
. Maintain batch & expiry details
Purchases & Payables: from Order to Payment
Tally.ERP 9 delivers the entire purchase cycle whether the need is the complete purchase order - goods receipt - rejections & returns - advances, debits & payments or a single payment entry, fulfilling all needs.
To ensure that you have the right stocks and minimize carrying costs, Tally.ERP 9 delivers the following to improve purchase orders:
. Define Re-order levels as a definite number or based on consumption
. Define minimum quantity to order as a definite number or based on consumption
. Pull up a report that shows the stock position, including complete details of open purchaseorders, sales orders that need to be fulfilled - check on past purchase history, and then place orders
. Optionally stagger delivery dates in the PO
When receiving goods:
. Make entries in accordance with supporting documentation, including errors your suppliers could have made (say of multiplication & round off)
. Incorporate additional costs
. Automatically manage input taxes
. Flexibility allows receipt of goods, quantities and rates different from that ordered - since this is common in real life
. Record samples & free items (using different 'actual' & 'billed' quantities)
. Multiple receipts for one order or one receipt for multiple orders, or against verbal ordersIn case there is a need to add other costs (say coolie and cartage) these additional charges can be apportioned to the cost of goods purchased.
Supplied goods may not match your needs and these are managed by the 'Rejections Out' inventory voucher. Supplier dues, input taxes and inventory positions are updated.
Suppliers often indicate likely profits, which may not be met. In case such assurances are made, you can look at Item profitability reports, and get the facts right. You could then negotiate a rebate and record this as a debit note.
Keep tabs of how much is due to whom, when. Manage advances, payables & post dated checks. Ensure there are no errors in payments - print checks from Tally.ERP 9.
Sales & Receivables: from Order to Receipt
The lifeline of a business, efficiencies in sales operations, both of goods & services, directly impact growth and profitability. The need to optimise and keep a close watch here requires exceptional capabilities from your business IT system - and Tally.ERP 9 meets these demands.
The sales process is supported with the following documents:
. Quotations - records of quotes
. Sales orders - accepted customer orders
. Deliver Notes - documents that accompany goods
. Sales Invoices/Cash Bill - to record the sale
. Credit Notes - for financial adjustments
. Rejections in - for goods returns
. Receipts - for advances and receipts
Do you have cash sales (sales across the counter)? With support for Point of Sale printers, bar codes and receipts in multiple tenders, you POS enable your business at no additional cost. Product sales may come with added services - and the integrated product & service billing will close this.
Enforce credit limits, where needed. Along with the Payment Performance of Debtors report you can identify persistent problems and take necessary business decisions. Interest for delays & reminder letters aid in collection.
For businesses engaged in Excisable goods, you get full support for Excise for Traders & Manufacturing Excise - matter of fact a business could be both!
Make multiple deliveries from one order, or one from multiple orders - this common need is available across all documents of the sales process.
Do you have multiple classes of customers? You can easily setup multiple prices (even in advance and specify the date from which they are effective).
Discounts against the line, or for the document, additional charges as a percentage or lump sum, automatic round off of bill totals, automatic computation of VAT & Service tax, returns & exchanges are all available.Need to verify that you are making the desired sales margins? Item wise and bill wise profitability reports will help you keep tabs.
Multi-company
Security: With multiple companies, possibly including personal accounts, you may need to control who gets access to which companies, and to do what. You can set up users, grant or deny access - and these are defined for each company.
Remote Access: You choose to specify which company is accessible remotely. You choose which remote users have access; you decide what access a remote user gets.
Central User Management: Users come and go. You might also have a password policy requiring users to change passwords every few weeks. You can take advantage of the ease of central user and password management that Tally.NET identities carry - and even remotely manage these while not in office.
Special NeedsMulti-CompanyMulti-PeriodMulti-Cost/Profit CentresMulti-CurrencyMulti-UnitsMulti-Location InventorySecurity and Access Control Remote Access
What is Series B
This Series will deliver major enhancements both in entirely new areas of functionality as well as in technology capabilities.
Technology & Capability Enhancements
Multi-session
Support for multiple application windows, which can even be launched by clicking on a mail link or a 'shortcut., Each of these are simultaneous 'windows' into different areas of your business processes & reports. Dynamic data refresh and the display of different views when resizing - for e.g. smaller windows displaying a more consolidated view of data, will improve organizational management and productivity.
Multi-threaded
A 'thread' is a specific task that is being performed by the microprocessor. Enhanced capabilities will be enabled such that each application window can perform more tasks simultaneously instead of linearly, including processing messages from the server. Multi-core processors, even on the desktop, are now common. We will take full advantage of these as well.
Multi Stack Architecture for Scale-up & Scale-down Deployments
To deliver the capabilities described above, and the ones that follow, Tally.ERP 9 will become 'componentised' - consisting of several layers of programs - often referred to as 'n-tier architecture'.
These software components are horizontally scalable, meaning that you can add one more computer to increase the computing power needed for a layer. In the same way, you can remove systems as needed, or collapse them into a single system - all of them even on a notebook, if required.
High Transaction Capacity with Low Latency & Management
Let us say that you start generating a report that needs to be extracted from a few thousand vouchers. This process is run in a 'session', which is isolated from all other users. Even if other users delete or modify any of the vouchers needed for the report while the report is being compiled, there is no impact on this session and you will get to see the report as if these other users did not exist.
In the same way, the user performing the edit will also be isolated. After the edit, he can open the voucher and see it with the changes he made, perhaps even delete it.
The architecture described above will in itself deliver substantial performance and transaction handling capacity. To push performance further in those cases when the storage media (typically the hard disk) is busy with other operations, additional capabilities will store these transactions 'temporarily' in a 'Q' for later write, while the user is free to continue his work (these transactions are protected against power failures and so on).
Payment Engine for Debit & Credit Cards
The facility for online payments using a variety of payment mechanisms (NEFT, online banking, credit cards), as well as receive payments (Debit / Credit Cards, NEFT etc) will be available.
Functional Enhancements
Online Banking and Reconciliation
Collaborating with Banks who wish to facilitate their customers with this capability, we will provide Online Banking - including Payment Instructions, Standing Instructions, DD, NEFT,RTGS Transfers, Balance Queries, Instruction Status, Automated or Semi-Automated Bank Reconciliation.
Point-of-Sale for most Retail Environments
Series B will support dedicated POS terminals, with Credit/Debit Card, Discount Coupons and various other payment mixes, Loyalty support, schemes, multi-layered supervisory control, simultaneous keyboard and scanner controls, integrated or isolated printing of bill and credit card authorisation slips, item substitution, rate markup/markdowns, integration with measuring devices - such as weighing scales, bill suspension and retrieval, bill reversals and cancellations, etc. It can also be used for other store operations (receipting, inventory management etc), and general business operations (finance and accounts) - both on the same machine or separate machines.
Income Tax
Comprehensive IT coverage encompassing corporate & individual income tax, including typical payroll requirements and e-Returns will be available.
EXIM Documentation
Import & export documentation has become a growing need with the world economy becoming more open. This requirement will be supported, additionally covering the processes that need to be managed along with the documentation.
Job Costing
The enhanced Job Costing functionality will support most job costing needs to a level of granularity that is increasingly needed. We expect that you will be able to handle most, if not all, project accounting needs as well.
Fixed Assets
To take advantage of tax breaks as well as to manage organizational assets, this feature will support all requirements - from opening assets, adding, removing, amalgamating, grouping, vendor tagging, AMC's, servicing, service calendars, repairs and upkeep, refurbishing, breaking-down, depreciating and disposal for complete fixed asset management.
Tally Addons Manufacturing Excise software, Tally Report Writer, Material Requirement Planning, Audit TrailVoucher-Type Level Security, SMS Plugin for Tally

Cannot open UDO in SAP Business One

Hi experts,
We have successfully created a UDO in SAP Business One and we have inserted it in Main Menu under the Sales Module.
When we click the UDO it does not open. We have already checked the authorization and user licenses (professional) and everything seems
fine.
Can you please advice on how to proceed?
Has anyone faced this issue before?
We are using SAP Business One 9.0 PL:05
Thank you in advance.
Kind regards,
Vassilis Korolis

Hi Vassilis,
Please check that if you have allotted SAP ADDOns License to this User.
If you want that User can access UDO's then you have to allot SAP ADDOns License in License Administration window.
Hope this help
Regards::::
Atul Chakraborty

Reuse Sales Quotation in SAP Business One Addon

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