BP Import from Excel (No DTW) - SAP Business One: Tips & Tricks

Ғылым және технология

🎦 Video Description
Add and update business partners from Excel using the SAP Business One Client. No need to use the DTW to add customers, add vendors or add leads.
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📚 Chapters
00:00 - Introduction
00:33 - Basic Example
06:46 - Full Import Example
13:08 - Import Full Example
14:18 - Import Multiple Addresses
15:44 - BP Updates
17:53 - Outro
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Пікірлер: 22

  • @pablomadriaga9320
    @pablomadriaga93207 ай бұрын

    Gracias... Saludos desde Chile

  • @BattleshipCobraSAP

    @BattleshipCobraSAP

    4 ай бұрын

    ¡De nada! Gracias por ver

  • @DavidDreyer-lu5oh
    @DavidDreyer-lu5oh3 ай бұрын

    Thanks for the help. Keep up the good work

  • @BattleshipCobraSAP

    @BattleshipCobraSAP

    3 ай бұрын

    Awesome, thanks!

  • @rexyangp
    @rexyangp3 жыл бұрын

    Really Good for the Sharing, Thank you~

  • @ayushidixit3249
    @ayushidixit32493 жыл бұрын

    Woww sir...realy amazing work😍 Please make more videos on DTW ... Like outgoing and incoming payment

  • @Fargey23
    @Fargey23 Жыл бұрын

    Great Video. Trying to do this to items, and need to import a date into a UDF. For some reason the import isn't taking it. We have tried all different formats of date sequencing...no luck.

  • @BattleshipCobraSAP

    @BattleshipCobraSAP

    Жыл бұрын

    I tried with SQL V10, it worked fine with text formatting the column and then using like 2023-12-31 for example.

  • @TheParokhan
    @TheParokhan3 жыл бұрын

    Hey. Can you post a video on inter company transaction addon

  • @BattleshipCobraSAP

    @BattleshipCobraSAP

    4 ай бұрын

    I would but I don't use it. We normally use custom B1iF scenarios and I don't do any coding with them. If I end up running into it and have enough knowledge I will share.

  • @cristoballoscher4297
    @cristoballoscher42972 жыл бұрын

    Hi Michael. Great video. Question: Is there a way to import them as a Lead? I put L in BP Type and it imports them as a customer. Thanks!

  • @BattleshipCobraSAP

    @BattleshipCobraSAP

    2 жыл бұрын

    Hi Cristobal, without messing around with it, I would assume it's possible. With your version try "Lead" rather than "L". Otherwise, you can use the DTW or you can use the B1UP Master Data Manager to just flip them from C to L once imported. Or you could import with this tool, then use the DTW to switch all the flags from C to L. Not ideal but you sometimes just have to make it work. I do have other videos on importing directly from the DTW, check those out, you could probably just do it directly.

  • @BattleshipCobraSAP

    @BattleshipCobraSAP

    4 ай бұрын

    In the DTW template comment it shows you the enumerators, CardType for lead is cLid

  • @MMProductReview
    @MMProductReview4 ай бұрын

    Just wondering if there is any solution for updating Sale Orders UDFs or Purchase Orders, we use this in our company but they are trying to get rid of DTW and have us using the import yet there is no function for updating AR invoice-sale Order or PO, is ther anything available.

  • @BattleshipCobraSAP

    @BattleshipCobraSAP

    4 ай бұрын

    Hello! Yes absolutely you can update UDFs on SO / PO documents (document and row), in your DTW template just use the database column 'U_YourField' to refer to it. The tricky part is understanding how to build your template for existing rows, you need the right row reference (LineNum and it's zero base). If the document / rows are in closed status you can still update them, for rows you need to go to Administration >> System Initialization >> Document Settings >> Per Document >> Purchase Order dropdown >> Check the box for "Allow Update of User-Defined Fields When Document Rows Are Not Editable" (implemented at some point in V10, repeat this for sales orders and invoices, etc.). This setting will allow you to update UDFs even if the row is locked and this needs to be checked for the DTW to update row level fields. The main message here is that if the document can't be updated via the UI like a system field (item code, pricing, etc.) on an invoice it can't be updated by any tool. So if you are looking for a tool to change invoices that are added then you're out of luck, you have to cancel the document and remake to change un-editable system fields. But UDFs are always update-able even on invoices if you check that box I'm referring to and have the right LineNum setup. The final tip I have here is you can simply use SQL UPDATE queries for most UDFs, as long as you created them and they're not linked then write to them directly so you could use SQL BCP, Excel VB (to trigger SQL code) or anything like that to update them as long as you have the right line references. Just make sure you don't update any system fields via direct via SQL or you will break the system. Contact me on LinkedIn if you have more questions.

  • @ToXisCo
    @ToXisCo2 ай бұрын

    Is there any way to blank a field with an Excel file ?

  • @BattleshipCobraSAP

    @BattleshipCobraSAP

    2 ай бұрын

    Which field are you trying to set to blank? A UDF? A system field? A default?

  • @ToXisCo

    @ToXisCo

    2 ай бұрын

    @@BattleshipCobraSAP a UDF in the contacts of business partner. I tried a lot of special characters but nothing work. If I put a space in the Excel file, it make an empty string but I would prefer a NULL value

  • @louiepioabuel90
    @louiepioabuel902 жыл бұрын

    Just want to ask if we can update contact person of BP using import from excel of sap business one?

  • @BattleshipCobraSAP

    @BattleshipCobraSAP

    2 жыл бұрын

    Hi Loui! Definitely with DTW, probably not through this UI importer.

  • @louiepioabuel90

    @louiepioabuel90

    2 жыл бұрын

    @@BattleshipCobraSAP Thank you very much for the info. By the way, do we have a logs for data import that is not sucesfull? DTW has the logs that is not successful. Thank you.

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