Follow the steps described below to create a new set of posting periods for a year. This process is normally a part of preparing for the beginning of a new year at or near the end of the year.

Some companies that have a lot of different types of items (with different costs as well) like to rank their items to understand which items within inventory represent the greatest portion of inventory costs.  A common way of ranking items is by using the ABC method (Pareto).  This posting focuses on inventory value as the basis for ranking, but as companies get used to the concept, they tend to develop their own equations to determine the ranking.  Companies also use the ABC ranking to analyze sales figures as well, but that will be saved for another post.

 It was brought to my attention that an XL Reporter manual has been created by a company called Solver and the original link to that manual is below.  The original link was posted on a public yahoo group site.  The material does not appear to have a copyright, but I have converted the file to PDF to preserve the original content of the document.

 SAP purchased a company called Business Objects. Business Objects is the company that makes Crystal Reports, which has been around for a long time. SAP now offers integration from SAP Business One to Crystal Reports through an Add-On for any customers that are up to date with their maintenance agreement. The cost of the add-on is free; if you are a customer or partner, you can download the add-on and install it into your system.

It was important to one client to be able to do sales reporting by state (which was done using the query tool). In SBO, the address on the marketing documents is one large field and you cannot get the state unless you get the information from the BP (Business Partner) master for scan through the field for specific characters and pull out the state information. 

 Note: This is not a comprehensive description of the capabilities of either of these SQL Functions.

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 A very helpful tool to be able to create/edit large quantities of items in the Item master data is to generate an excel file with the information and then import it through the tool that SBO has for it. Since the documentation is rather poor, I’m not sure how to use all of the options, but here is what I have up to date: