Sap Business One Customization Or Is It A Good Way To Cover The Gaps
When you are selecting the next accounting package you should have several principles
. First of all it is recommended to stick to brand name vendor. And second principle is maximum specification coverage in core functionality. If software doesnt cover at least eighty percent of the specs then you should probably consider another program. But lets now assume that you got near perfect match but you still have couple of points where business logic is missing. We recommend you to talk to your reseller and have them research if the gaps could be covered by ISV add-ons. There are software development companies extending B1 logic by their custom products also referred as add-ons. Third party product might be expensive in comparison to what you need to be done. So in certain scenarios the best approach is customization. We would like to give you initial information on programming and modification options as well as describe popular integration scenarios:
1.User Defined Objects. In SAP B1 there is no need to create fields and tables outside of the user interface. You can add fields to core tables as well as create user defined tables from scratch. It is possible in settings: Tools -> Customization Tools -> User Defined Fields Management and Tables. These fields and tables are often used as staging records in integration with external database. Second popular use is in managerial reporting. Crystal Reports is recommended tool for such reports as Sales Commission, Customer Statement or Bill of Lading just to open the list. But how about user interface to manage these fields you may ask? Well interface is created automatically by the application so programming is not required so far. Please note that the objects are stored in metadata which is in turn stored in SQL company database. This is why user defined fields and tables are stable and neutral to such projects as version updates
2.Software Development Kit. If your needs are covered in the paragraph above then you are lucky one. For the rest of us lets review SDK. It has code samples in VB and C# and this is why Microsoft Visual Studio is recommended for software development. However you can use another .Net compliant instrument. We have cases when programming was performed in Delphi. Modern programmer is typically comfortable to read code snippets in C# and translated them into his language of choice. SDK works similar to entering data in user interface and this is why it is neutral to data corruptions and compromising. If you think about coding integration in SQL stored procedures then you are in the red zone as this method doesnt validate business logic and can result in data inconsistency. If you envelop your code as SAOP XML Web Service then you can implement cross-platform integration. You can call web service from Linux/PHP/MySQL environment which is popular in ecommerce portals
3.Simple on demand or ongoing integrations. There are powerful tools such as iBolt available through ISV channel. But before you rush into complexity we recommend you to consider Data Transfer Workbench. DTW could be deployed in quasi real time integrations where package is scheduled to fire every say thirty minutes by Windows Scheduler. Popular method is exporting text file from external system in DTW CSV template format. We also like the method of connecting to external records via ODBC. This second approach could use SQL Server View where you have to imitate exactly CSV template format including the first row containing column names
4.Tables Structure. You can research it in Software Development Kit. Another method is to switch on View System Information in menu. If it is on then you can place the cursor over the field and its info will be displayed in the left bottom section of the application window. Table structure is apparently useful when you are designing Crystal Report
5.SDK Modification and version update. Each new version has new DLL libraries. This is why you have to recompile custom module in Visual Studio to repackage it with new DLLs. It might be apparent statement. However be sure that you have (own) source code
6.Test Environment for debugging and quality assurance. The best results could be achieved if you test your code against the copy of your production data. We have seen numerous unhappy customers who got custom add-on with numerous bugs. Programmers tried to do the job of debugging against sample company. But in your real environment the dataset is different
7.Please call us 1-866-304-3265, 1-269-605-4904 (for international customers, where our representative pick up the phone in St. Joseph, MI call center). help@efaru.com. We have local presence in Chicagoland, Southern California, Atlanta, South West Michigan and Houston and Dallas areas of Texas. We serve customers USA, Canada, Mexico and Brazil nationwide and internationally via web sessions and phone conferences (Skype is welcomed). Our consultants speak English, Spanish, Portuguese, Russian and Chinese. We feature our e
by: Andrew Karasev
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