Basic Operation’s That SharePointer Needs For SharePointing By Using CSOM – Part 4

SharePoint user tasks

You can use the SharePoint .NET Framework CSOM to manage SharePoint users, groups, and user security.

Add a user to a SharePoint group

This example adds a user and some user information to a SharePoint group named Members.

C#
// Starting with ClientContext, the constructor requires a URL to the 
// server running SharePoint. 
ClientContext context = new ClientContext("http://SiteUrl"); 

GroupCollection siteGroups = context.Web.SiteGroups; 

// Assume that there is a "Members" group, and the ID=5. 
Group membersGroup = siteGroups.GetById(5); 

// Let's set up the new user info. 
UserCreationInformation userCreationInfo = new UserCreationInformation(); 
userCreationInfo.Email = "user@domain.com"; 
userCreationInfo.LoginName = "domain\\user"; 
userCreationInfo.Title = "Mr User"; 

// Let's add the user to the group. 
User newUser = membersGroup.Users.Add(userCreationInfo); 

context.ExecuteQuery();  

Retrieve all users in a SharePoint group

This example retrieves information about all users from a SharePoint group named Members.

C#
// Starting with ClientContext, the constructor requires a URL to the 
// server running SharePoint. 
ClientContext context = new ClientContext("http://SiteUrl"); 

GroupCollection siteGroups = context.Web.SiteGroups; 

// Assume that there is a "Members" group, and the ID=5. 
Group membersGroup = siteGroups.GetById(5); 
context.Load(membersGroup.Users); 
context.ExecuteQuery(); 

foreach (User member in membersGroup.Users) 
{ 
    // We have all the user info. For example, Title. 
    label1.Text = label1.Text + ", " + member.Title; 
}  

Create a role

This example creates a role that has create and manage alerts permissions.

C#
// Starting with ClientContext, the constructor requires a URL to the 
// server running SharePoint. 
ClientContext context = new ClientContext("http://SiteUrl"); 

BasePermissions perm = new BasePermissions(); 
perm.Set(PermissionKind.CreateAlerts); 
perm.Set(PermissionKind.ManageAlerts); 

RoleDefinitionCreationInformation creationInfo = new RoleDefinitionCreationInformation(); 
creationInfo.BasePermissions = perm; 
creationInfo.Description = "A role with create and manage alerts permission"; 
creationInfo.Name = "Alert Manager Role"; 
creationInfo.Order = 0; 
RoleDefinition rd = context.Web.RoleDefinitions.Add(creationInfo); 

context.ExecuteQuery();  

Add a user to a role

This example adds a user to a role.

C#

// Starting with ClientContext, the constructor requires a URL to the

// server running SharePoint.

ClientContext context = new ClientContext("http://SiteUrl");

// Assume that we have a SiteUser with Login user.

Principal user = context.Web.SiteUsers.GetByLoginName(@"domain\user");

// Assume that we have a RoleDefinition named "Read".

RoleDefinition readDef = context.Web.RoleDefinitions.GetByName("Read"); RoleDefinitionBindingCollection roleDefCollection = new RoleDefinitionBindingCollection(context);

roleDefCollection.Add(readDef);

RoleAssignment newRoleAssignment = context.Web.RoleAssignments.Add(user, roleDefCollection); context.ExecuteQuery();


Part 1
Part 2
Part 3

Basic Operation’s That SharePointer Needs For SharePointing By Using CSOM – Part 3

Previously in part one we discussed the main operation that developers needs to deal with SharePoint site , and in part 2 , we talked about  SharePoint list , and the bellow examples show how to use the .NET Framework CSOM to complete list item -related tasks.

SharePoint list item tasks

These examples demonstrate how to use the .NET Framework CSOM (Client side object model) to complete tasks that are related to list items.

Retrieve items from a SharePoint list

This example retrieves the items in a SharePoint list. You also need to add a using statement for Microsoft.SharePoint.Client.QueryExpression.

Note

You can use the FolderServerRelativeUrl property to further restrict the items that are returned to those in a specified folder.

C#
// Starting with ClientContext, the constructor requires a URL to the 
// server running SharePoint. 
ClientContext context = new ClientContext("http://developersportal.net"); 

// Assume the web has a list named "Announcements". 
List announcementsList = context.Web.Lists.GetByTitle("Announcements"); 

// This creates a CamlQuery that has a RowLimit of 100, and also specifies Scope="RecursiveAll" 
// so that it grabs all list items, regardless of the folder they are in. 
CamlQuery query = CamlQuery.CreateAllItemsQuery(100); 
ListItemCollection items = announcementsList.GetItems(query); 

// Retrieve all items in the ListItemCollection from List.GetItems(Query). 
context.Load(items); 
context.ExecuteQuery(); 
foreach (ListItem listItem in items) 
{ 
    // We have all the list item data. For example, Title. 
    label1.Text = label1.Text + ", " + listItem["Title"]; 
} 

Create a new list item

This example creates a new SharePoint list item by using the ListItemCreationInformation class.

C#
// Starting with ClientContext, the constructor requires a URL to the 
// server running SharePoint. 
ClientContext context = new ClientContext("http://developersportal.net"); 

// Assume that the web has a list named "Announcements". 
List announcementsList = context.Web.Lists.GetByTitle("Announcements"); 

// We are just creating a regular list item, so we don't need to 
// set any properties. If we wanted to create a new folder, for 
// example, we would have to set properties such as 
// UnderlyingObjectType to FileSystemObjectType.Folder. 
ListItemCreationInformation itemCreateInfo = new ListItemCreationInformation(); 
ListItem newItem = announcementsList.AddItem(itemCreateInfo); 
newItem["Title"] = "New Item!"; 
newItem["Body"] = "Hello Developers world!"; 
newItem.Update(); 

context.ExecuteQuery();  

Update a list item

This example updates a SharePoint list item.

C#
// Starting with ClientContext, the constructor requires a URL to the 
// server running SharePoint. 
ClientContext context = new ClientContext("http://developersportal.net"); 

// Assume that the web has a list named "Announcements". 
List announcementsList = context.Web.Lists.GetByTitle("Announcements"); 

// Assume there is a list item with ID=1. 
ListItem listItem = announcementsList.GetItemById(1); 

// Write a new value to the Body field of the Announcement item.
listItem["Body"] = "This is my new value!!"; 
listItem.Update(); 

context.ExecuteQuery();  

Delete a list item

This example deletes a SharePoint list item.

C#
// Starting with ClientContext, the constructor requires a URL to the 
// server running SharePoint. 
ClientContext context = new ClientContext("http://developersportal.net"); 

// Assume that the web has a list named "Announcements". 
List announcementsList = context.Web.Lists.GetByTitle("Announcements"); 

// Assume that there is a list item with ID=2. 
ListItem listItem = announcementsList.GetItemById(2); 
listItem.DeleteObject(); 

context.ExecuteQuery(); } 

basic operation’s that SharePointer needs for SharePointing by using CSOM – part 2

Previously in part one we discussed the main operation that developers needs to deal with SharePoint site and here in part 2 to we’ll focus on SharePoint list , and the bellow examples show how to use the .NET Framework CSOM to complete list-related tasks.

Retrieve all SharePoint lists in a website

This example retrieves all SharePoint lists in a SharePoint website. To compile this code, you need to add a using statement for System.Linq.

C#
// Starting with ClientContext, the constructor requires a URL to the 
// server running SharePoint. 
ClientContext context = new ClientContext("http://developersportal.net"); 

// The SharePoint web at the URL.
Web web = context.Web; 

// Retrieve all lists from the server. 
context.Load(web.Lists, 
             lists => lists.Include(list => list.Title, // For each list, retrieve Title and Id. 
                                    list => list.Id)); 

// Execute query. 
context.ExecuteQuery(); 

// Enumerate the web.Lists. 
foreach (List list in web.Lists) 
{ 
    label1.Text = label1.Text + ", " + list.Title; 
} 

Note

Alternatively, you can use the LoadQuery method to store the return value in another collection, rather than use the web.Lists property. You will also need to add using statements for System.Collections.Generic and System.Linq. Also, add an alias to the using statement for the Microsoft.SharePoint.Client namespace so you can refer to its classes unambiguously. For example, using SP = Microsoft.SharePoint.Client;.

C#
// Starting with ClientContext, the constructor requires a URL to the 
// server running SharePoint. 
ClientContext context = new ClientContext("http://developersportal.net"); 

// The SharePoint web at the URL.
Web web = context.Web; 

// Retrieve all lists from the server, and put the return value in another 
// collection instead of the web.Lists. 
IEnumerable<SP.List> result = context.LoadQuery(web.Lists.Include( // For each list, retrieve Title and Id.
                                                                   list => list.Title, 
                                                                   list => list.Id)); 

// Execute query. 
context.ExecuteQuery(); 

// Enumerate the result. 
foreach (List list in web.Lists) 
{ 
    label1.Text = label1.Text + ", " + list.Title; 
} 

Create and update a SharePoint list

This example creates a SharePoint list and updates it by using the ListCreationInformation class.

C#
// Starting with ClientContext, the constructor requires a URL to the 
// server running SharePoint. 
ClientContext context = new ClientContext("http://developersportal.net"); 

// The SharePoint web at the URL.
Web web = context.Web; 

ListCreationInformation creationInfo = new ListCreationInformation(); 
creationInfo.Title = "My List"; 
creationInfo.TemplateType = (int)ListTemplateType.Announcements; 
List list = web.Lists.Add(creationInfo); 
list.Description = "New Description"; 

list.Update(); 
context.ExecuteQuery(); 

Delete a SharePoint list

This example deletes a SharePoint list.

C#
// Starting with ClientContext, the constructor requires a URL to the 
// server running SharePoint. 
ClientContext context = new ClientContext("http://developersportal.net"); 

// The SharePoint web at the URL.
Web web = context.Web; 

List list = web.Lists.GetByTitle("My List"); 
list.DeleteObject(); 

context.ExecuteQuery();  

Add a field to a SharePoint list

This example adds a field to a SharePoint list. Add an alias to the using statement for the Microsoft.SharePoint.Client namespace so you can refer to its classes unambiguously. For example, using SP = Microsoft.SharePoint.Client;.

Note

The example uses context.CastTo to do a cast. Before executing the query, the client library does not know the real type of the returned object “field”, and SharePoint.Field is the only possible type. If you know the real type, you can use the ClientContext.CastTo method to cast the object.

C#
// Starting with ClientContext, the constructor requires a URL to the 
// server running SharePoint. 
ClientContext context = new ClientContext("http://developersportal.net"); 

SP.List list = context.Web.Lists.GetByTitle("Articles"); 

SP.Field field = list.Fields.AddFieldAsXml("<Field DisplayName='MyField2' Type='Number' />", 
                                           true, 
                                           AddFieldOptions.DefaultValue); 
SP.FieldNumber fldNumber = context.CastTo<FieldNumber>(field); 
fldNumber.MaximumValue = 100; 
fldNumber.MinimumValue = 35; 
fldNumber.Update(); 

context.ExecuteQuery();  

basic operation’s that SharePointer needs for SharePointing by using CSOM – part 1

Yes, SharePoint is awesome and I really enjoyed with developing apps on it, and in this article I’ll list down the basic operation that SharePoint developer needs while SharePointing  by using CSOM

We have four main things to deal with in SharePoint

  • Operations on SharePoint site  – Part 1
  • Operations on SharePoint List- Part 2
  • Operations on SharePoint List item -Part 3
  • Operations on SharePoint Users- Part 4

And I’ll start with SharePoint site operation

Ø  Get all Website properties

Retrieve the title of a SharePoint website.

C#

// Starting with ClientContext, the constructor requires a URL to the
// server running SharePoint. 
ClientContext context = new ClientContext("http://Developersportal.net"); 
// The SharePoint web at the URL.
Web web = context.Web;  
// We want to retrieve the web's properties.
context.Load(web);
// Execute the query to the server.
context.ExecuteQuery(); 
// Now, the web's properties are available and we could display
// web properties, such as title. 
label1.Text = web.Title;

 

However you can retrieve only selected properties of a website

If you are  interested only in a few properties of the Site object. The SharePoint  Framework CSOM (Client side object model)  does not require you to get all properties from the object on a serve, so  you can use lambda expressions, to specifically requested property names.

By using this technique you’ll reduce the unnecessary data transfer between the client and the server..

Note that you need to add a using statement for System.Linq.

C#

// Starting with ClientContext, the constructor requires a URL to the 
// server running SharePoint. 
ClientContext context = new ClientContext("http://developersportal.net");  
// The SharePoint web at the URL.
Web web = context.Web;  
// We want to retrieve the web's title and description. 
context.Load(web, w => w.Title, w => w.Description);  
// Execute the query to server.
context.ExecuteQuery();  
// Now, only the web's title and description are available. If you 
// try to print out other properties, the code will throw 
// an exception because other properties are not available. 
label1.Text = web.Title;
label1.Text = web. Description;

 

Ø  Update SharePoint site’s properties

This example shows how to write to the website’s properties.

C#

// Starting with ClientContext, the constructor requires a URL to the 
// server running SharePoint. 
ClientContext context = new ClientContext("http://developersportal.net");  
// The SharePoint web at the URL.
Web web = context.Web;  
web.Title = "New Title (Devalopers Portal Awesome Team)";
web.Description = "New Description";  
// Note that the web.Update() does not trigger a request to the server
// because the client library until ExecuteQuery() is called. 
web.Update();  
// Execute the query to server.
context.ExecuteQuery();

 

Ø  Create a new SharePoint site

This example shows how to create a new SharePoint site as a subsite of the current website. Use the WebCreationInformation class to create a new website. You also need to add using statements for System.Collections.Generic and System.Text.

C#

// Starting with ClientContext, the constructor requires a URL to the 
// server running SharePoint. 
ClientContext context = new ClientContext("http://developersportal.net ");  
WebCreationInformation creation = new WebCreationInformation();
creation.Url = "sub site 1";
creation.Title = "Hello sub site 1"; 
Web newWeb = context.Web.Webs.Add(creation);
// Retrieve the new web information. c
ontext.Load(newWeb, w => w.Title); 
context.ExecuteQuery();  
label1.Text = newWeb.Title;

 

 

See You in Part 2

 

 

DataFlex – What is DataFlex?

Who?

The DataFlex platform is for enterprise development teams, vertical market software developers, application consultants and individuals that need to develop, deploy and maintain scalable, high performance business applications quickly at minimum cost.

For any type of user, DataFlex’s ability to build applications for all environments means less to learn, manage, maintain and pay for.

 

What? 

Simply, DataFlex is designed for developing business applications. With just one language, one studio and one robust framework, DataFlex can efficiently develop and deploy applications for mobile devices, desktop browsers and Windows PCs.

See What’s New in DataFlex 2017/19.0!

 

Why?

Today, companies’ operations, information, and customer services are delivered through software. The right software platform can provide competitive advantage and increase the speed of business. With advanced design, superior developer productivity, strong support from a trusted supplier and an active global community, developing business software with DataFlex is faster and lower in cost. DataFlex is the right software platform.

Where?

DataFlex cloud-based and premise-based applications are powering businesses on every continent and in all industry sectors including: health care, ITC, government, transportation, construction, legal, manufacturing, travel & leisure, financial services, retail, wholesale, agriculture, public utilities, broadcasting, churches and non-profit organizations and more.

SAP Crystal Reports

A robust production reporting tool, SAP Crystal Reports turns almost any data source into interactive, actionable information that can be accessed offline or online, from applications, portals and mobile devices.

sap-crystal-report2

Features & Benefits

SAP® Crystal Reports® software is the de facto standard in reporting. With SAP Crystal Reports 2013, you can create powerful, richly formatted, dynamic reports from virtually any data source, delivered in dozens of formats, in up to 24 languages. A robust production reporting tool, SAP Crystal Reports turns almost any data source into interactive, actionable information that can be accessed offline or online, from applications, portals and mobile devices.

  • Flexible, customizable report design

    Create highly formatted, pixel-perfect reports quickly with SAP Crystal Reports’ intuitive design interface and efficient workflows.

  • Broad data connectivity .

    Connect to information sources spread across the organization directly. Data sources include: Native, ODBC, OLE DB, and JDBC connectivity to relational, OLAP, Web services, XML, enterprise data sources, and salesforce.com..

  • Powerful report delivery options

    Deliver personalized reports to your business users’ preferred destination in their preferred language and format.

  • Expanded support for Excel

    XLSX export takes full advantage of the updated Excel file format by allowing more data to be exported to a single worksheet, without spanning multiple worksheets.

  • Mobile Interactivity

    Interactive reports are now available through your mobile devices.

  • SAP Crystal Dashboard Design software, Adobe Flex, Adobe Flash and HTML 5 integration

    Enable SAP Crystal Reports developers to produce powerful “mash-ups” pulling data from various sources.

  • Windows 7 compatible

    SAP Crystal Reports software 2013 is certified compatible with Microsoft Windows 7.

Read More About SAP Business One From E-SkyTech.com

Why do we need an ERP system to run our businesss ?

Why do we need an ERP system to run our businesss ?

Many small to mid-sized manufacturers believe that they can do without an ERP system. They believe that their operation is simple enough that they can control it with a few spreadsheets. Often, this is simply not the case. Here are 10 of the most compelling reasons to implement an ERP system.

1. Real-time information for decisions

Without an ERP system, your team is flying blind. They make decisions based on guesswork and rules of thumb because they don’t have the data they need. Sometimes they are the right decisions, but more often, they are sub-optimum decisions that can cost you money and customer goodwill.

2. Best practice procedures

Software companies often design their ERP systems to support specific industries or verticals. As they add customers, they learn industry best practices and incorporate them into the software. By implementing an ERP system designed for your industry, you automatically make your business processes more efficient.

3. Improved visibility

If customers want to know when their order will ship or if you need to know whether you have enough of a critical component to accept a rush order, an ERP system gives you instant visibility into your operations and your supply chain.

4. Faster month-end close

ERP systems automatically process transactions and generate audit trails and financial reports that can simplify period-end closings. They flag anomalies so you can investigate quickly, and they simplify repetitive journal entries and other activities that make closing so complex and time consuming. Faster closes mean you know the health of your business sooner.

5. Increased customer satisfaction

Customers like accurate delivery dates, and ERP can help you provide them with improved inventory and shop floor visibility. In addition, the increased visibility and accuracy will help you improve your DIFOT rate (delivery in full on time), which helps keep customers happy.

6. Managed and controlled costs

ERP systems calculate and collect costs so you always have an accurate picture of your product cost and margins.

7. Better operational efficiency

By helping you to plan production more effectively, your operational efficiency will improve as you reduce setups and teardowns or unnecessary downtime.

8. Accurate records

The uniformity of record data that an ERP system instills will help ensure that your records are more accurate, which will increase process accuracy across the board.

9. Balance of supply and demand

MRP, a component of ERP systems, will help you balance supply and demand so you can reduce inventory while keeping customers happy.

10. Reduced lead times and increased throughput

Better scheduling and accurate records ensure that your schedules focus on priorities, leading to shorter lead times. Since you won’t have as many orders waiting for tooling or parts, your throughput will increase.

Read More About SAP Business One From E-SkyTech.com

SAP Crystal Reports

A robust production reporting tool, SAP Crystal Reports turns almost any data source into interactive, actionable information that can be accessed offline or online, from applications, portals and mobile devices.

sap-crystal-report2

Features & Benefits

SAP® Crystal Reports® software is the de facto standard in reporting. With SAP Crystal Reports 2013, you can create powerful, richly formatted, dynamic reports from virtually any data source, delivered in dozens of formats, in up to 24 languages. A robust production reporting tool, SAP Crystal Reports turns almost any data source into interactive, actionable information that can be accessed offline or online, from applications, portals and mobile devices.

  • Flexible, customizable report design

    Create highly formatted, pixel-perfect reports quickly with SAP Crystal Reports’ intuitive design interface and efficient workflows.

  • Broad data connectivity .

    Connect to information sources spread across the organization directly. Data sources include: Native, ODBC, OLE DB, and JDBC connectivity to relational, OLAP, Web services, XML, enterprise data sources, and salesforce.com..

  • Powerful report delivery options

    Deliver personalized reports to your business users’ preferred destination in their preferred language and format.

  • Expanded support for Excel

    XLSX export takes full advantage of the updated Excel file format by allowing more data to be exported to a single worksheet, without spanning multiple worksheets.

  • Mobile Interactivity

    Interactive reports are now available through your mobile devices.

  • SAP Crystal Dashboard Design software, Adobe Flex, Adobe Flash and HTML 5 integration

    Enable SAP Crystal Reports developers to produce powerful “mash-ups” pulling data from various sources.

  • Windows 7 compatible

    SAP Crystal Reports software 2013 is certified compatible with Microsoft Windows 7.

Read More About SAP Business One From E-SkyTech.com

SAP Business one (CRM)

SAP Busniess one (CRM)

Grow Your Business

SAP Business One provides a full CRM solution that automates your small business sales, customer service and support processes. From quotes to invoices SAP Business One has everything your company needs to manage the whole order-to-payment process, and build loyalty revenues beyond that.

Sales Opportunity Management

With SAP Business One you can drive more sales with real-time access to deals in the pipeline. Track early indicators and changes affecting your pipeline so you can spend time on what’s important, meet your revenue targets and stay ahead of your competitors

Sales Reporting and Analytics

Advanced reporting and analytics features means you can be a smarter business with SAP Business One. Custom reports provide you with detailed information about your pipeline, progress to target, opportunities, and territory or individual sales rep performance

With integrated SAP Business One customer contact, orders and accounts reporting you’ll always have the latest information on your customers. Easily accessible contextual intelligence ensures your customer-facing staff are fully informed whenever they engage with accounts

What are the business benefits of using SAP Business One CRM?

„By providing you with the right products and services along with a complete view of your customers and their needs, SAP Business One CRM lets you achieve higher sales revenue.

„Improving your response times to service calls and problem-resolving, will help you benefit from improved customer satisfaction.

„By managing your sales and opportunities efficiently, you will benefit from faster, more profitable sales conversions.

„Access to timely, accurate data on all aspects of the sales process will allow you to make better business decisions.

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What are the key features of SAP Business One CRM ?

„Track sales opportunities with SAP Business One CRM and activities from contact to close of sale.

„Store all of your customer data in one place – allowing your business to access all data quickly to speed up response times.

„Enter and respond to service calls quickly by efficiently managing warranty and service contracts.

„Full synchronization with Microsoft Outlook allows you to maintain and manage customer contacts easily.

„Pre-defined report templates allow you to create detailed reports quickly and easily.

Read More About SAP Business One From E-SkyTech.com

SAP Business One functional areas

What core functional areas are supported by SAP Business One?
SAP Business One is a single, integrated solution that provides clear visibility into your entire business and complete control over every aspect of your operations. It delivers what you need to manage your key business areas, including:

Accounting and finance
SAP Business One provides a complete set of tools to help manage and streamline your financial operation. It automates everyday accounting tasks such as maintaining ledger and journal entries, supporting tax calculations, and enabling multi currency transactions.
You can conduct all your banking activities –including processing bank statements and payments, as well as reconciling accounts. You can also manage cash flow, track budgets, and compare actuals versus plans to see where your business stands at a moment’s notice.
By integrating your financial operation in real time with other business processes, such as purchasing and sales, you can speed transactions and improve visibility into cash flow.
The software provides comprehensive accounting and financial functionality, including:

Accounting – Automatically handle all key accounting processes, such as journal entries, accounts receivable, and accounts payable
Controlling – Accurately manage cash flow, track fixed assets, control budgets, and monitor project costs
Banking and reconciliation – Quickly process reconciliations, bank statements, and payments by various methods including checks, cash, and bank transfer
Financial reporting and analysis – Create standard or customized reports from real-time data for business planning and audit reviews.
Sales and customer management Acquiring new customers is important for success, but maximizing customer relationships is just as crucial.

SAP Business One provides the tools to help you efficiently
manage the entire sales process and customer lifecycle – from initial contact to final sale to after-sales service and support. Its integrated functionality provides a complete view of prospects and customers so you can better understand and meet their needs. As a result,
you can turn prospects into customers, increase sales and profitability, and improve customer satisfaction. The software’s functionality includes:

Sales and opportunity management Track opportunities and activities from first contact to closing

Marketing campaign management Create, manage, and analyse marketing activities and their impact

 Customer management Store all critical customer data in one place, with dashboard overviews of all relevant information

Service management Efficiently manage warranty and service contracts; enter and respond to service calls quickly
Integration with Microsoft Outlook Manage customer contacts with full Outlook synchronisation
Reporting and analysis Create detailed reports on all aspects of the sales process, including sales forecasting and  pipeline tracking, using time-saving templates

Purchasing and operations

Every small business needs a systematic approach to managing the procurement process, from requesting vendor quotes to creating purchase requests to paying vendors. SAP Business One helps manage the complete order-to-pay cycle, including receipts, invoices, returns, and payments. Integrated reporting tools let you easily compare suppliers and prices to negotiate better deals and identify opportunities for cost savings. SAP Business One features extensive functionality for managing purchasing and
operations, including:
Procurement  Create purchase requests, POs, and goods receipts; link purchasing documents and view document trails for audit purposes; and manage returns, additional expenses, and multiple currencies
Master data management  Manage detailed data in a user-friendly interface, view account balance and purchase analyses, and maintain detailed item purchasing information with price lists and tax information

Warehouse and accounting integration Achieve real-time synchronisation of goods receipts and inventory warehouse levels; process accounts payable invoices, cancellations, and credit memos with a PO reference; plan your material needs; and schedule your purchases accordingly
Easier, up-to-date reporting Generate reports with real-time data and display them in various report formats or dashboards.

 

Inventory and distribution

SAP Business One provides accurate information about inbound and outbound shipments,inventory, and item location. You can value inventory using standard costing, moving average, FIFO, and other methods; monitor stock levels; and track transfers in real time.
You can run real-time inventory updates and availability checks and manage standard and special pricing. You can also apply volume, cash, and customer discounts and run reports that reveal their impact. The software’s functionality supports:
Warehouse and inventory management
Manage inventories using various costing models, maintain item master data, and use multiple units of measure and pricing

Bin location management Manage inventory by dividing each warehouse into multiple subzones, set up allocation rules, optimize stock movement, and reduce picking times
Goods receipt and issue control  Record goods receipts and issues; track stock locations and transfers; enable consignment, drop-ship, and other orders; and perform inventory and cycle counts

Production and material requirements planning Create and maintain multilevel bills of materials (BOMs), issue and release production orders manually or by backflush, and globally maintain prices for BOMs

Efficient reporting Generate reports with timely data and display them in various formats or dashboards.

 

Reporting and administration
SAP Business One provides powerful analytic and reporting tools. It includes a complimentary and fully integrated version of SAP Crystal Reports® software, so you can gather data from multiple sources and generate timely and accurate reports based on company-wide data. Integrated with Microsoft Office, SAP Crystal Reports lets you choose from a variety of report formats and control access to information displayed.
With optional analytics powered by SAP HANA, SAP Business One takes advantage of inmemory computing for analysis and reporting. You gain real-time access to predefined dashboards and reports, as well as productivity tools to support decision making.
You can tailor forms and queries to meet specific requirements without technical training. You can also configure settings to define exchange rates, set authorisation parameters, and create import and export functions for internal mail, e-mail, and data.SAP Business One includes:
Report creation and customization Access data from multiple sources, create new reports, and customize existing ones in a variety of layouts with minimal IT overhead
Ad hoc analysis Leverage Microsoft Excel pivot tables to slice and dice your data, seeing your business from new angles
Intuitive tools Drag and relate, drill downs, search assistance, and workflow-based alerts.
Embedded analytic applications from SAP Fully integrated standard printing and reporting platform:
• Customers receive Business Objects technology, a leading solution for printing and reporting
• Compelling embedded real-time reporting function with SAP Crystal Reports
• Powerful visualizations and built-in analytics with SAP Crystal Dashboard Design
• Real-time business transparency and clarity

 

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