I'm new to SAP B1 and I have been tasked with developing Crystal Reports from it. My knowledge of SQL is rudimentary but I know Crystal quite well.
I can't seem to get an entire "order history" in the same area of a Crystal Report. For example, I want to see a customer's sales quotations, sales orders, deliveries, A/R invoices and any returns as they relate to each other in the same fashion (not necessarily graphically) as SAP B1's relationship map feature. If our customer wants a report that shows their customer's ordering history or habits, being able to see the development of their sales quotes through to deliveries would be beneficial. How many quotes failed to turn into sales orders? What are they consistently returning? Looking at each document type scattered throughout the report makes such analysis impossible. I want the same chain of sales events in the same area of the report.
In Crystal, I've brought together the header and line tables in a View. The object type defines the document type. What I retrieve is a list with no clear picture of which sales quotation led to which sales order, etc. The way SAP B1 uses DocNum, DocEntry, BaseEntry, TrgetEntry, etc. is too confusing for words. Honestly, why make this so difficult! There must be some data field or set of data fields that connects each of these documents together for the same chain of sales-related events. I've tried a subreport but that didn't yield what I expected unless I begin to concatenate fields together to create a unique identifier of some kind.
If anyone else has solved this problem, please advise. Thanks.