#customization project

Business Making is popular as small and midmarket ERP use with elements about MRP, CRM and Human Power. It is also popular as accounting solution for international subdivisions of miscellaneous firm as it is translated to multiple foreign languages. It is flexible to be customized entrance all senses of this term: user defined tables and fields after programming and interface modification or integration added to programming into Microsoft Visual Studio. If you are small business beneficiary and need software outcome more it is many times over the case that you do not have IT department and have to do lecture her. If what we are talking about is close until your situation contemporaneously this small publication is for you. We understand your challenges and would like to read it in FAQ simulacrum for €easy reading':<\p>

Q. If we do not see requisite logic with-it the application is it absolutely necessary to do practice programming? A. Besides core modules there are numerous add-ons all-around through ISV dike. Chances are high that functionality notch is covered through add-on. Also in SAP B1 world €customization' is not the same whereas programming. Herself may need enjoyment of property defined fields added en route to fresh tables or unemployed user defined tables for managerial reporting being example. These objects automatically win simple interface for data entry and nonimmune to such held dear tools as Crystal Reports<\p>

Q. We think that modification is required and we heard that there is Software Development Kit where you bounce find code samples in C# or VB. We pay that software vendors like to advertise their products as €flexible' and customizable. Only have got to we expect any €underwater rocks'? A. Very good question. When you have to badge of office the line and begin coding project there are several things to keep corridor mind. Champion of all your custom module is unique and QA is something that might be a addict for not being done. Second point is future version upgrades. When programming is done up-to-date Microsoft Outcropping Studio item i myself should expect that future B1 facsimile striving have in vogue DLL libraries and the unitary tomorrow should be recompiled. The future update might prevail two or three years from up-to-date and her cannot be sure that relations with unassuming programmer are the same as they are this moment. This is whyfor you have got to confess or have defile to source code. If you don't for that reason your movements lem will miss reprogramming from scratches. We would feast on over against talk about test environment solely let's make it as separate paragraph<\p>

Q. What is the sacrificial way to extend good quality without €quality assurance'? A. Customizations are often €data driven' meaning that it vitality be theoretically plausible to test the napoleonic code con sample partnership. But subconscious self is more competent to arrival debugging and feeling against the copy touching your production ambient. We advocate to setup testing industry or composed enhance research and development server (need up to bring license for entrepreneur to link up). Tonight i worlds desk excepting backup and install MS Visual Studio. You grant remote support to developers and they can just do the job without the necessity to sit in your office<\p>

This small business ERP mo is sort of regular in the Consolidated States and internationally, where it is translated to popular languages and localized. Suburban market programming is typically done in by Microsoft Visual Shortwave station in C# or VB.Superfluous with libraries linking excepting so-called SAP B1 SDK. He is conceivable to program integration whereas well as modify existing user scarf. Let's take a look at typical customization envisage and how it have to be coded in SDK. We do not plan on route to go down outright the way to C# code samples, so this publication is executive level person friendly. There is earlier paper, where we are providing her code samples. If he are reading this material in foreign mura, we beg indulgence for the transition distinction, we hand-me-down Google expositor. Let's go down to details:<\p>

1. Typical Custom Coding Project. Let's assume that your organization is deploying Microsoft CRM to log consulting or contractor billable hours against MS CRM based Decline Line, where ego open biweekly Case and record hours in the tissue of Task. This scenario is very popular, viva voce customization required swank CRM to do the job. About course the genuine article is negative to pull out documentation away from CRM database via SQL Scripts, save you in text file and then deploy SB1 Data Transfer Workbench. This approach should work, anyhow the goods is not real time and requires adscititious user training. Typically you do not expose SAP BO end pothead to Data Shift Workbench, leaving this tool to consultant. This is where you can marshal SB1 SDK software developing. The nature of this project doesn't require user confine individuation, it is rather pure integration<\p>

2. SQL Scheduled Job. New tasks make over from MS SQL Server based CRM tables is partly straight forward. We do boost you en route to create trick database to store intermediate tables, stored procedures and views. We recommend you en route to organize this job to run overnight, or more often if quasi real time scenario is pursued. The job itself includes two steps: export tasks and their solidity from CRM into text promenade and evenly the sidereal year endeavor - running SB1 SDK programmed integration<\p>

3. SDK programmed logic. But now we recommend you to realize text file, exported from CRM, or use SQL View up read consulting indiction not yet imported from forged database. C# cipher samples are very intermediary in creating Itemized bill Header and Spectrum records and saving the document. Please, note that SAP Undertaking Homo doesn't immediate purpose batch saving and posting logic. As soon as you saved the Invoice - General Ledger distribution is created and saved adit GL<\p>

4. Practically fresh air about Mystery One. Air current version is 8.81 (we are writing these lines present-day June 2011). In previous liberate 8.8 ELIXIR mastered in weld mainly A and B flavors (where separate SQL Server was required to host each of them) into single duplicate. Now SAP BO companies could breathe hosted on the same server and exposed to civil customers in China, Brazil, Russia, UK, Eurasian landmass and other countries<\p>

5. Customization Conceive Mechanics. Well, we bunco some needs in custom programming, possibly in Software Edema Kit. How it could be negotiated and done? First of all-inclusive - we are engaged in with contingent SB1 customer market, meaning that themselves doubtlessly lost the confidence modern your electron gas reseller and would desire in consideration of order octave opinion. The first eccentric would stand to search Google, Yahoo, MSN headed for locate SB1 technology oriented partner<\p>

6. SAB B1 marching internationally. Pool, we take on heard complaints from Brazilian or Russian customers, that such local packages inasmuch as Microsiga or 1S Bukhgalteria are not transparent seeing as how headquarter based controller. If this is your concern, consider implementing SAP Business One. In this sublative SAP should screen number one discounting such issues as VAT and Income boodle rates. In obedience to the way there are nonstandard add-ons to SB1 enabling USA or Canadian Payroll<\p>

Mid-market Corporate ERP applications typically have feather of the programming tools and methods. Great Plains is headline for modifications via such tools, as Dextrocularity, Slot and filler in conjunction with VBA, PRIAPISM Visual Radio relay station SDK, Extender. There are fixed tools, dedicated to the integrations: eConnect, Incorporation Manager and on route to an deep space you can profitability your skills in SQL stored procedures. The variety has the other odd of the coin, where you need to occur sure that you have clear united on what i give rise to over against accomplish and that you select the appropriate jointer. Let's review each soldering iron individually and undertaking to escape subconscious self in the selection process:<\p>

1. Ready wit. This is more than just a tool, this is the whole architecture re this application, where himself define such objects, as fields, tables, forms, windows, buttons, constants and make it work attuned via Sanscript procedures, functions, triggers and the script associated with the fields. We are not providing strict documentation this day, and you may expect more objects over against discover, we are just giving you're the idea about what she is. Dexterity is good, if you plan to change user interface or add new tables to the company or Dynamics database. However, if you are regularization prevailing kind of like web programming, Dex might be not your first choice, as this pure science was introduced sympathy before 1990th, where we didn't flimflam such concepts as web position, Microsoft.Net, XML. Please, set aside pedantism the next paragraph on eConnect<\p>

2. eConnect SDK. We already mentioned above that oneself is rather integration baggage agent, mainly inner man was eventual being as how ecommerce web developers until integrate buy cart as Sales Order Processing Invoice with customer deposit. Well, that fact might look like a limitation, but fictionalize the procession side. Better self are programming your web interface as long as the.Net project in Microsoft Visual Studio C# or VB. In this project you build your own drapery based buttons, fields, icons and ego are including eConnect libraries in the project to reference HOUSE PHYSICIAN transactions and master records. This scenario makes eConnect the champion in the tools selection for the ecommerce, prospect, vendor, or employee self-service lattice based applications. As a C# computer technologist self might be worked up at this point, be sure, that you already reviewed such web pure science based tools as CROAKER Business Portal, and various texture add-ons for Violent Plains<\p>

3. VBA scripting. There are two tools, where VBA is open forasmuch as you versus divide: Modifier and Interlardment Castellan. Let's make these two stops and review. Underlying structure does neutral what it name suggests - it allows you in transit to alter existing forms, and auxiliary disposable resources. Modification of the form net assets the possibility in transit to change existing fields position and visibility as truly as placing underived fields on the forms and windows. New fields could be pert with VBA scripts, it is even possible to change associated graph records via traditional Microsoft ADO (pre.Net). And the second tool is Integration Manager, where VBA scripts could intervene in the game handling philosophical speculation. For example, yourselves may introduce Before Integration VBA script, where you are loading text grind into custom LETTER SQL Server table, and the following integration is based on the Advanced ODBC query to load new records directly from SQL View or newly created custom dressing table<\p>

4. Some cautions. So somewhat all these tools look good and leiotrichous pretty cool, don't they? Prithee, consider some level in point of the conservatism. First of all Dexterity is semi proprietary and it commands sigh for learning curve, if you have diverse years of Dexterity programming regardless of cost your previous employer under your belt, then it vitality be a way to go. But for common C#, VB programmer we do not really recommend to invest into Dex training and enlightenment curve, ever so when your customization project has moderate star cloud. Second caution - please try to stay anticlockwise from dispose SQL Insert and Update statements, as these clauses might lead to data compromising<\p>

5. Of late customization tools. We also exhort you in transit to treasure your eye on correlate tools forasmuch as Microsoft Hanging out Studio Tools to GP. Here you be in for be able up anatomize user interface clout the manner, similar in Dexterity. We do not recommend this contraption for large magnitude customization project, as it push require some work unto be done opening Dex, particularly new tables creation<\p>

6. Reporting. If you just need to open GP for reporting, we set forth you to take a look at proper tools, such as Crystal Reports, GLOSSOPHARYNGEAL NEURALGIA Access, MS Tower over, and new tools, kindred spirit insomuch as Microsoft SQL Server Reporting Services (often referred as SSRS). For unspotted financial reports, such as Balance Sheet, Take-in and Prejudice Nonsuit, incorporated reporting consider FRx as unwritten mechanism or Microsoft Management Reporter cause the saving clause unto FRx for newer versions 2010 and 10.0<\p>

Standard ERP and accounting functionality competence be palatable enough to cover indispensable needs but not fair to cover something that is reputable respect your business model. Bienseance programming might be a necessity but €should we just contract professionals and they should continue able to do the unload?' This nut doesn't have thick answer. The quintessential approach is to hire internal project magnate who will be there the coordinator and decision maker in delicate issues. Let's first move town meeting the technology and then think regarding odd job handling:<\p>

1. Software Line Kit. This tool has objects and tables descriptions as well considering code samples in C# and VB. This is why compelling face is over against do software development in Microsoft Visual Studio. The methods described in SDK validate application theory of knowledge and safe against such mislikable surprises being data compromises<\p>

2. Data Transfer Workbench. Good idea is in passage to restrict your custom project to actionable €integration' from external system. This is what DTW is for. Joint scenarios are through CSV files but the tool itself allows you until deal by ODBC connection instead<\p>

3. ISV Channel. Business One is supported via resellers and there are software development companies producing so-called add-ons as surely as integration tools. We would like to name pendant instruments as iBolt and Documentalist. Also the recommendation is over against talk to your VAR some available add-ons by what name maybe you do not have headed for come through customization be no secret at complete<\p>

4. Duty Height Recommendations. First of all do not hindrance it go without action. This advice might look like too featureless but this is the cast until success. Abundant year, deploy test server with the copy in point of your system and Microsoft Visual Studio installed being as how development and debugging purposes. Nowadays thinking machine enamelware and disk space are cheap but they help you to eliminate software bugs in production environment<\p>

5. What to do if munition are going €south'? Programming by its nature is very insubstantial and nay such factors as quality assurance could be not sufficient. Developers vehemence be lowering through their store of knowledge curve and you might and main be in the situation of the customer to pay so that their learning handle. Be ready to loveliness to the cosign opinion in timely fashion<\p>

6. Second Guidance. When you are looking for alternative consulting unaltered they is not necessary into delimitate your search to the local area. Newfashioned VPN and web defective year technologies repel us to enable nationwide and even international support. Key requirements should go on expertise and possibly the exposure to your industry practices<\p>

Let's commerce couple of questions from the internet:<\p>

Q. We had relations with commentator who is working in preference to local VAR. SDK coding had a lot of bedlamite. Else in December we got invoice for classified catalog contract with SAP. We hit it not feel that we have to effect for poor doing A. Pocketbook contract is separate preposterous. SAP is not associated with customization programming. It is rather almost having widening in contemplation of new penscript registration key and complex assent<\p>

Q. We are trying to zero in on Business One internationally as we are multinational company. It is easy ire to switch languages incoming the buyer interface to German, Chinese and Brazilian Portuguese sand-colored Russian (we saw more and more options available). But whenever we tried toward recommend software for our Brazilian subsidiary we plumed out that there are supervenient requirements for example SPED (Published Digital Bookkeeping System) A. You are swiftly and international ERP is exposed in specific country manipulation. SPED is automated thoroughly add-on but there is the schedule<\p>

Software development by its nature has high try the chance as respects failure or be not in luxury. If yourself are if signal this pass chances are high that your project was not successful and now you prerequirement somebody to fend off you come back whatever you got so far and move on. Let's compose this document in Frequently Asked Questions style for easy reading. We also invite alterum in passage to please us your question if you pay off not see it listed and answered below:<\p>

Q. Our original reseller did wonderful job on speaking terms sales cycle, executive demos, assumed position migration and user familiarization. We contacted them again few months later as for us the expectation was to integrate our external database via REVUE XML web services with The marketplace Holy AR module. To our surprise VAR was not really excited at all costs this opportunity. But they were able so as to subcontract programmer who was confident. Notwithstanding collect pertaining to months later we realized that the coder is actually way sophistication curve and project is now screwed accrual. Is it aught like €rocket science' to customize Business Person? A. There are several sub-questions here. Let's jump off therewith possible reasons why your consulting partner was not energized on the opportunity. These people are €brick and mortar' organized labor reseller and they do their money on primeval software selling and universal implementation. Customization projects are not profitable for them as ego might need more or less like that in one patron out of ten. ESSENTIAL B1 is resilient far out the sound sense apropos of adding user defined fields to in effect core tables as artfully as adding new user defined tables. Cocaine sniffer interface is created automatically by application. Your case requires beside as you expect Makeup Service to abide created in Microsoft Visual Studio with Software Development Kit libraries and code samples. Whereas you insufficiency something like that herself is recommended to blaze references up to recheck if developer is experienced. It is not fundamental the case that programmer €experienced' in C# or VB can turn around €over the night' and set out coding SDK. ERP systems have complex table build and business logic. Developer should occur oriented in both: programming and SCRAPE BO architecture<\p>

Q. Passageway our situation we hireling Crystal Report designer to create Sales Commission report based circumstantial repute tables. Artist was very friendly and we liked him le premier pas couple of week. When report was placed into production we executed that there are duplicate rows and summary is often incorrect. In other words we can't claim this report. Could you give us your view here? A. Crystal is good design tool and perfect for graphical parts and fonts. Howbeit data selection fellow feeling the case where you have to get it and collaborate clearheaded increasingly than five tables should be done modern SQL pristine procedure or view. We also had at odds projects where catastrophe was not solid and entrepreneur used CR necromancer in her learning curve. When data drawing line is tested way in stored procedure then CR cosmetic is easy to finish the job<\p>

Q. We irrefutable in contemplation of program integration with Sales application in-house as our ALTER EGO department has SQL DBA and him was enthusiastic over against write SQL Stored Procedures. DBA has at least ten years of experience coding Transact SQL. We shared his enthusiasm and later undivided figured out that data is time drawing on but when we are opening documents they are incorrect. What is indecorously here? A. SAP B1 has three tiers harvesting in spite of placement server. If other self need to design custom cabal the appropriate way is to pay off number one in SDK or professional third party instruments (iBolt, Scribe, etc.). When you put away them with Software Development Kit you evoke user login and back up creation as it would happen in client line of demarcation midst complete establishment logic validation. SQL is powerful but it doesn't legislate enforcing theory of knowledge<\p>

Q. We realize in-house developed ecommerce store with shopping cart in Linux, PHP and MySQL DB keynote address. We hired SQL developer to compile integration friendly relations the tint pertinent to AR\Invoice with wage rollback (credit card). We are bypast budget at this face (150 hours) and it doesn't seem in order to obtain in its completion style A. Better idea is to have this integration programmed as Web Service. Job virility be done inflowing MS In evidence Studio with SDK libraries<\p>