SAPb1-Reports

Hi,
I am customizing the Sapb12005 Reports.
in that
1. how to edit the existing Reports format in b1?
for this we tried modify the Report format(Template). but it not reflecting.
2. How to create New report with our customized format? plz help me
for this Reports, is there any necessary to use crystal reports?
plz help me asap.
Regards,
Anand.

anand,
Check this link for PLD documents.
https://websmp107.sap-ag.de/~form/sapnet?_SHORTKEY=01100035870000706496&_SCENARIO=01100035870000000183&_ADDINC=011000358700001192682007E&
Also, see https://websmp107.sap-ag.de/~sapidb/011000358700003245962006E
Jeyakanthan

Similar Messages

How set authorizations for sales reports and other reports in SAPB1

Hi, I'm currently working in SAP Business One Version 8.82
The issue I'm facing is that I want to set it up so that certain users cannot see other users' sales information. I know that I can turn on or off the Sales Analysis Report for various users for instance, but what I really want specifically is this. Suppose we have 3 different teams: Team A consists of (Angie, Angela, and Anita the manager), Team B consists of (Bob, Barbara, and Ben the manager), Team C consists of (Cat, Charlie, and Courtney the manager). I would like to make it so that everyone can view the individual sales order documents of everyone else (in case a customer calls and needs information, but the salesperson who created that document isn't there); however, Angie should only see her own orders when she does a Sales Analysis while Anita, the manager of Team A, should see the the orders of Angie, Angela, and herself of course.
To summarize, I'd like to see the following
1. Each salesperson can lookup and view any sales order.
2. Each salesperson can run an sales report to view all his/her own open sales orders.
3. Each manager can run a sales report on his/her subordinates, but not on the other managers or their subordinates.
4. The boss or other people working in corporate are able to run a report on all open sales orders.
What's the best way to approach this? Is it best if I create my own report? I haven't created any reports from scratch yet, so I'm not sure exactly how that works. I'd like to be able to group the salespeople up by location if possible. The sales analysis report doesn't really do that, but it is useful. I just don't want everyone to be able to see the numbers on their peers.
Thank you I appreciate any help or advice.

Hi,
1. Each salesperson can lookup and view any sales order.
Answer:
Create own report by using query and save under query manager and the assign for all group. So that all sales person can run this query and can get sales order detail.
2. Each salesperson can run an sales report to view all his/her own open sales orders.
Answer:
Create individual query ( add condition in where clause slpname = 'XXX') for each sales person and save it under query manager and assign to particular user group
3. Each manager can run a sales report on his/her subordinates, but not on the other managers or their subordinates.
Answer:
Create query for only particular team ( condition is slpname = XXX OR YYY OR ZZZ) and save under query manager. Make schedule report on this and send it to only particular manger
Same way create for another manager and schedule report.
4. The boss or other people working in corporate are able to run a report on all open sales orders
Answer.
Create query for all sales person and schedule report to big boss.
Hope you can get an idea.
Let me know if you need sales report ( advice required field)
Thanks & Regards,
Nagarajan

"Opportunity forecast report in SAPB1

Hey any one can sove this , i'm getting this message "
Data is not available; modify selection criteria and re-enter [Message 131-85]
while generating "Opportunity forecast report" In SAP B one

Hi ,
Check you have entered the data in opportunity.from error message it is clear that the data is not present as per your selection.
Thanks,
Neetu

XL Reporter for Patch level 42 SAPB1 2005 b

Hi all,
from where to get XL Reporter and Copy Express Add On for patch lvel 42.
Thanks,
Neetu

I Think there are some problems with your SUserID.
Iam able to see the Updates in following path
Updates for SAP Business One->SAP Business One 2005->SAP BUSINESS ONE 2005 B
I get the following links
SAP BUSINESS ONE 2005 B
B1 ADD-ON - BC SETS 2005 SP01
Win32
B1 ADD-ON - BRANCH CONS.BR 2.0
Win32
B1 ADD-ON - COPY EXPRESS 05SP1
Win32
B1 ADD-ON - FIXED ASSETS 05SP1
Win32
B1 ADD-ON - OUTLOOK INT. 05SP1
Win32
B1 ADD-ON - PAYMT ENGINE 05SP1
Win32
B1 ADD-ON - XL REPORTER 05SP1
Win32
SAP BUSINESS ONE 2005 B
Win32
SAP BUSINESS ONE ADD-ON 05SP1
Win32

SAP 8.8 Crystal Report Layout problem in client workstation

Hi Experts,
We have import crystal report to SAP Business One as Form Layout or AP Invoice. We have already created the token DocKey@ so it would automatically be printed and will not ask for the document number. The layout works fine using the server workstation but in the client workstation we cannot proceed with the printing because when we click on the preview button, a login window appears with this details:
Database Login
Server Name : gray out or not active
Database: gray out or not active
Login ID: active
Password: active
We tried to enter the SQL login but fails.
Is there any components that we need to install in the workstation before it could function the same way as PLD?
Thanks,
Janice

You can try creating the ODBC connection, which is the same as on the server.
Assuming this is the scenario:
1. You write the invoice using crystal report on the server
2. On the server, Control Panel--> ODBC, you have created an ODBC link eg; SAPB1.
3. The report is connecting to ODBC link and pointing to database OECUS
On the client workstation, you need to create:
1. Control Panel--> ODBC, you need to create an ODBC link as on the server.

Report Viewer error

Hello All;
I have problem running crystal reports thru SAPB1, that I have developed
I have installed Crystal Basic 2008 on on the machine where SAP B1 (Server and Client) is installed.
I have installed Crystal AddOn in SAPB1
The sample reports run OK when used from SAPB1; however when I try to run, my own reports it comes up with error:
"Crystal Report Form Viewer" --- Failed to Open the connection. ....... Reportname.rpt
Note that, The report runs OK when opened in Designer
I am using SQL Native client ODBC for data source.
The only difference I am seeing between my reports and sample reports (CustomerList_2008 and Items_2008) is sample reports use a data source named indika08.
I do not see this connection anywhere in my ODBC connections
Thanks for help in advance
Manu

I am experiencing the same issue. My report prompts for date ranges, which I can select. When I execute it comes up with failed to open connection.
The sample reports do indeed reference an odbc connection called, "indika08". So I created that datasource and referenced that in my report. Still no luck.
Any resolution ideas?

How to bind the data from user table into user report

Hi All,
Please assist me to bind the data from user table into user report. I did create an user table with data and create a user report template (using Query Print Layout). How can I display my data into report format which I created before? Any sample program or document I can refer?
Platform: SAPB1 2005A
Add On Language: VB.Net 2003
Thanks.
rgds
ERIC

Hi Ibai,
Thanks for your feed back. I give you an example.
Let say now i wanna print employee list, so i will go
1. Main Menu -> Reports -> HR -> Employee List
2. Choose the Selection Criteria -> OK
3. Matrix will display (Employee List)
4. I can print the report click on print button
5. Printing report
My target
1. Main Menu -> Eric_SubMenu -> Employee List
2. Matrix will display (Employee List)
3. Print button
4. Print report
My problem
Now I would like to use my own report format. My own report format means I wanna add on my logo or do some customization within the employee report. So how I am going to do? I only able to display the employee list in matrix. How do I create a new report format and display it.
Thanks.
rgds
ERIC

XL REPORTER ERROR " Error in Expans

BUEN DIA CHICOS,
tengo una problema con unos reportes de xl que están jalando adecuadamente en pl 35 sp00, al actualizarnos al sp00pl15 o al 881 pl10 y en cualquier parche, los reportes arrojan elsiguiente mensaje de error " An error occured while Executing Report!
Description: Error in Expansion. lo que he hecho es desactivar los campos gardar cambios, reiniciar el addon junto con SAPB1 y volverlos a asignar pero no jala.
alguien sabe a que se debe este mensaje de error y como solucionarlo?. de una migración que hice 18 reportes dejaron de funcionar por ese mismo error.
agradezco de antemano su apyo

Buen día a todos, encontré una nota a SAP en la que el problem se resuelve haplicando algunos queryes antes de y despues de upgrade de versión y la comparto con ustedes por si les llega a pasar algo similar.
976218 - Upgrading XL Reporter with user defined fields exposed
CUERPO DE LA NOTA
Symptom
You are using Business One user defined fields (UDFs) in XL Reporter reports, and you want to:
(A) upgrade Business One 2007/8.8 to higher version / upgrade Business One with 2007/8.8/8.81
OR
(B) upgrade Business One 2005 or XLR to 2007/8.8/8.81
After upgrading XL Reporter the names of the UDF's do not have suffixes like _1, _2 any more and the reports containing UDF's don't work anymore
Cause
XLR has to make sure all fields exposed to XLR have different names to each other. Therefore, if two UDFs have the same name in Business One they are given a different suffixes. When you remove a UDF from XLR (unselect it from the User-Defined Fields window), the meta names are removed from the meta data in your company DB as well as related XLR views, while it still remains in the meta data in the common DB. If the UDF is added again to XLR, it will be treated as a new field to XLR, and be given a new meta name since the original name is still in the common DB. Therefore, the UDF's meta name will have a larger suffix than the last time it was added. As a result of this behavior, if you add and remove a UDF several times in XLR, the UDF can have a meta name with a big suffix.
When you upgrade XLR to a newer version, the entire meta data stored in SBO-COMMON DB (IXMetaSBOOEM DB in 2005 versions) is refreshed. The upgrade program will not keep any meta names for UDFs but just use the default information in the installation package to rewrite all tables including the tables where UDF information is stored. Therefore when you start XLR again, all the meta names stored in the common DB are lost.
In 2007 and higher version, since XLR meta data is merged into Business One common DB, each time upgrading Business One will also cause this issue.
Solution
SAP plans to fix this issue in a patch. Please refer to the info file on SAP Service Marketplace to confirm. Until the issue is fixed, a temporary solution is provided.
Apply either Solution A or Solution B
SOLUTION A:
Applicable for
+ Upgrade within 2007A/8.8/8.81 version
+ Upgrade from 2007A to higher
+ Upgrade from 8.8 to higher.
To apply this solution, follow the steps as below (NOTE: Starting from now, all customers using UDFs in XLR are REQUIRED to perform steps 1 and 2
whenever they are going to upgrade.):
1) Run the queries in file UDF_Backup_Common.txt attached to this note on SBO-COMMON DB.
2) Run the queries in file UDF_Backup_Company.txt attached to this note on your company DB.
3) Backup you company DB and SBO-COMMON DB.
4) Perform Business One upgrade as normal.
5) After successful upgrade, apply the fix in STEP5 and STEP6 in the below link
http://wiki.sdn.sap.com/wiki/display/PEQ/XLReporterUDF+Upgrade
By using the update query you agree with liability conditions described in the following disclaimer:
https://wiki.sdn.sap.com/wiki/display/PEQ/Home
If you do not agree with the disclaimer, please contact the support organization for further processing of your issue.
SOLUTION B:
Applicable for
+ Upgrade from 2005A to 2007A/8.8/8.81
To apply this solution, follow the steps as below:
1. Backup the SBO-COMMON and Company Databases
2. Open the XL reporter --> Go to Tools --> User defined fields -->
Select previously added UDFs --> now uncheck all the UDFs and click ok.
Wait for the update to finish.
3. Shut down XLR, restart Business One, and then start XLR again
4. Invoke the UDF window of XLR again.
5. Add the same UDFs again (as per step 2) and click ok.
i) In MSSQL Management Studio run the query to verify the NEW names in
column MetaName : SELECT * FROM XRUDF
6. Go to the XL reports containing UDFs and edit the reports as follows:
a) Highlight the relevant row expansion and change the UDF in the
expansions (before changing it in the formula as the content available
for selection in the formula is affected by the expansion definition.)
i) Select Apply > Save
b) Highlight UDF on report
c) Open Formula Builder
d) Locate correct UDF (tooltip shows new and correct meta name) and double-click to insert correct UDF name.
e) Save > Run report
Reports should now run correctly without errors
saludos
NANCY HERNANDEZ.

Error in XL reporter after upgrade to PL37

Hi,
I have upgraded several databases from version 2007 A PL30 to PL37, on some databases XL Reporter works fine while on others, the SAPB1 freezes after launching XL Reporter and the following error message is shown "Unable to Connect to XL Reporter, Error! User Identification Failed! Cause :Invalid use of Null". All the databases uses the same password.
Does anyone knows how to resolve this ?
Thanks to revert back.
Regards
Rashid

Hi Rashid,
Check the thread
ADD-ON - XL Reporter - Error: "#ixGetData Error: Invalid use of Null"
Re: XL Reporter gives Error after updating from PL 25 to SBO 2005 B PL 38
*Close the thread if issue solved.
Regards
Jambulingam.P
Edited by: Jambulingam P on Jul 3, 2009 11:03 AM

Inventory Audit Report with Batch Number

Hi all.
I am trying to build a query that similar to the inventory audit report but with batch number. I want to know which batch number of each item is being charged out in deliveries or goods issue and which batch of item is being received. I am using SAP B1 2007A. Following is the query that I used to generate the inventory report (warehouse, itemcode, description, price, opening balance, receipt, issue, closing) but I don't know where to get the batch number information for it.
Declare @StrtDate Datetime
Declare @EDate Datetime
Declare @FromDate Datetime
Declare @ToDate Datetime
Declare @Group nvarchar(10)
Declare @Whse nvarchar(10)
Set @FromDate = (Select min(S0.Docdate) from dbo.OINM S0 where S0.Docdate >= @StrtDate)
Set @ToDate = (Select max(S1.Docdate) from dbo.OINM s1 where S1.Docdate <= @EDate)
Set @Whse = (Select Max(s3.Warehouse) from dbo.OINM S3 Where S3.Warehouse = 'QA01')
Select
@Whse as 'Warehouse',
a.Itemcode,
max(a.Dscription) as 'Description',MAX(a.Price) as 'Price',
sum(a.OpeningBalance) as 'OpeningBalance',
sum(a.[IN]) as Receipt,
sum(a.OUT) as Issue,
(sum(a.OpeningBalance) + sum(a.[IN]) - Sum(a.OUT)) as Closing,
MAX(a.Price) * (sum(a.OpeningBalance) + sum(a.[IN]) - Sum(a.OUT)) as ClosingValue
from(
Select
N1.Warehouse,
N1.Itemcode,
N1.Dscription,N1.Price,
(sum(N1.inqty)-sum(n1.outqty)) as 'OpeningBalance',
0 as [IN],
0 as OUT
From dbo.OINM N1
Where
N1.DocDate < @FromDate and N1.Warehouse = @Whse and N1.ItemCode Between '1C2K50NBAC' AND '7S2N40ADAM'
Group By
N1.Warehouse,N1.ItemCode,N1.Dscription,N1.Price
Union All
select
N1.Warehouse,
N1.Itemcode,
N1.Dscription,N1.price,
0 as 'OpeningBalance',
sum(N1.inqty) as [IN],
0 as OUT
From dbo.OINM N1
Where
N1.DocDate >= @FromDate and N1.DocDate <= @ToDate and
N1.Inqty >0
and N1.Warehouse = @Whse
Group By
N1.Warehouse,N1.ItemCode,N1.Dscription,N1.price
Union All
select
N1.Warehouse,
N1.Itemcode,
N1.Dscription,N1.price,
0 as 'OpeningBalance',
0 as [IN],
sum(N1.outqty) as OUT
From dbo.OINM N1
Where
N1.DocDate >= @FromDate and N1.DocDate <=@ToDate and
N1.OutQty > 0
and N1.Warehouse = @Whse
Group By N1.Warehouse,N1.ItemCode,N1.Dscription,N1.price) a, dbo.OITM I1
where a.ItemCode=I1.ItemCode
Group By a.Itemcode
Order By a.Itemcode
I wish to create the report like Inventory audit report merge with the batch number transactions report.
Thanks.

Dear Shobah, it can be possible by some custom report. Try some complementary bi solution for better analysis with SAPB1.

Last Prices is not working in SAPB1 2007

Hi all,
I just upgrade my sapb1 from version 2005 patch 36 to version 2007 patch 37. I found that the last prices feature, is not function in SAPB1 version 2007. Anyone have face it before?
Regards
Wong

Hi Wong,
I'm using pl 38 & it works fine. You can call the report up from 2 different locations:
1.) From the SAP Business One Main Menu, choose Inventory-> Inventory Reports -> Last Prices Report .
2.) In a sales or purchasing document, place the cursor in the Unit Price field and press Ctrl + Tab. The values are copied automatically from the document.
To generate the report, enter the necessary information and choose Refresh.
Please be careful about your selection criteria, e.g. if you have selected a specific BP & you have not traded with this BP before with this item, there will be no data displayed.
All the best,
Kerstin

Empty Crystal Report

Hi Experts,
I tried to change old crystal Reports template (AR invoice) after I imported in into 8.8 like this.
1. Rename parameter to DocKey@
2. Change Selection Record fomulas as {OINV.DocNum} = {?DocKey@}
3. Change Datasource to SAPB1 (In ODBC system DSN)
But when I click Preview in AR Invoice, it shows empty Invoice. No data in it.
Can you please advise me how to do? Thanks.
Regards,
Christina
Edited by: Christina Du on Dec 14, 2010 4:32 AM

Yes. I know how to do.
I used the wrong selection formulas. When I use OINV.DocEntry = {?DocKey@}
It is working......
Great!
Thanks Gordon!

Crystal Reports Consultant

I am looking for someone who can help write reports to integrate with SAPB1 8.8 PL 17. Must have extensive knowledge with Crystal Reports 2008 and SAP B1 tables. Will compensate for time.
Thanks
Anthony

Hello,
Unless you or someone else edited your original posting there's no "email below" in your post. If the email has a keycode in it you don't want to post it here. You don't want to share your keycode with everyone.
Do you see a 19 or 23 digit alpha-numeric keycode in the email you received? If so, that's your keycode. If not, let us know and we'll see if we can find out who you can contact to receive your keycode.
Sincerely,
Dan Kelleher

Report Information

Which type of report we can generate in SAPB12007
(like vat return report,exices report,pf report etc)... Please give me detailed information about report means which types of reports and how we can generate it...

Excise and Vat Reports are available in XL Reporter File Formats.
These files are located in the following folder of the Installation CD
Packages\Country-Specific Content\India"
To import them into XLreporter, please start the XLRreporter and then import them from the Xlreporter menu.
Check this SAP Note: 1074474 The XL reports provided by SAP for Indian Localisation
[https://websmp130.sap-ag.de/sap(bD1lbiZjPTAwMQ==)/bc/bsp/spn/smb_searchnotes/display.htm?note_langu=E&note_numm=1074474]
SAPB1 does not have Payroll module, so you may not have PF reports part of SAP B1.

Cash Flow Report Issues

Hello
I am trying to run the Cash Flow report and when I attempt, I get an error that says No matching data found and the entire SAP B1 system freezes up. I have to close SAPB1 from Task Manager and restart.
To open the report:
Financials >Financial Reports > Financial >Cash Flow.I have selected the date range, the accounts to use and requested that the opening balance be calculated. I hit submit and the system freezes.
Please advise.
Thanks
Jagriti

Hello,
I'm getting error message "No matching records found ‘CURRENCY CODE ’ (OCRN) (ODBC -2028) [MESSAGE 131-183] "
Now SAP is not freezing after I have disabled all the AddONs.
Thanks for your support
Jagriti

SAPb1-Reports

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