Sap Business One Exporting Master Records And Documents

Switching from one accounting system to another is normal business evolution scenario often related to acquisition, growing or downsizing

. Each accounting application is different and has its own unique migration tools and it would be too complex to introduce all of them in this small publication. We would like just to cover the topic of learning Business One table structure and exporting its data via SQL Select statements. Lets begin with tables and fields structure analysis directly in user interface:

1.In user menu select view system information. Then pull the form containing the information that you would like to export and position the cursor over the field in question. Table and field names should be shown in the left down corner of the application window. For example if you would like to export sales orders then table name is ORDR for the document header and RDR1 for the order lines

2.Table diagram in Software Development Kit. If you are about to plan massive data conversion project then it might be a good idea to review documents workflow and tables relation diagram

3.Data cleansing recommendations. It is normal to expect that the text file produced in data export has dirty lines such as header, page number and line feed. Good strategy is importing text file into custom MS SQL Server table via data import wizard and then weeding dirty lines in custom SQL View

4.Second Opinion. Data Conversion Project might be too technically challenging for local company engaged in CPA style software licenses sale. This should not be a surprising discovery. Try rising your head above the water and see who is out there with proven expertise records. Good starting points would be Google, Yahoo or Microsoft Search

5.Data Conversion Project Recommendations. It might look like a good idea to convert everything however this idea might end you up with going over budget in Corporate ERP implementation. In fact data migration projects are often leading to the whole implementation failure especially when you are trying to export, cleanse and import historical documents. It is recommended to restrict conversion to just master files and GL chart of accounts with beginning balances. Keep your legacy accounting running for data inquiries in case of old-good-days customer calls and checks on his payment status

6.Excel is everything? Not always as in certain scenarios you have to cleanse millions of rows and Excel is not the best tool to do the job as it is adopted for human being limitations. No question that Excel is intuitive and every college graduate knows how to reshuffle columns in Excel worksheet. If you have to migrate millions of documents we would rather recommend custom SQL Server table and View

7.Popular migration routes. Good example is from SAP B1 to Microsoft Dynamics GP or AX Axapta. And why Microsoft Dynamics? The answer is probably about the next level of ERP functionality as well as IT department commitment to operating system and in our example to Microsoft Windows, SQL Server, Exchange and all the way down to MS SharePoint. Microsoft Dynamics is probably better positioned to offer you recent Microsoft technology trends compatibility

8.Please call us 1-866-304-3265, 1-269-605-4904 (for international customers, where our representatives pick up the phone in Naperville and St. Joseph, MI call centers). help@efaru.com. We have local presence in Atlanta, Chicago, Southern California, South West Michigan, 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. One of our experiences is international Corporate ERP and Consolidated Financial reporting

by: Andrew Karasev

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