Create an SAP Business One sales quotation from customer and line-item inputs.

Create a sales order. Either supply quotationDocEntry to convert an existing quotation, OR supply cardCode + lines for direct creation (e.g. from a purchase order). Validates customer credit before posting.

Check available-to-promise stock for one or more items. warehouseCode is optional; if omitted, totals across all warehouses are returned.

Create a delivery note from an open sales order and attach carrier references in comments.

Return pick list lines for a sales order, sorted by bin location.

Append proof-of-delivery information to a delivery note.

Generate an A/R invoice from a delivery document.

Apply an incoming payment to one or more invoices and reconcile A/R. Amount is distributed proportionally across open invoice balances.

Retrieve total stock levels for all inventory items in SAP B1, including on-stock, committed, on-order, and available quantities.

Retrieve a list of customers (business partners) from SAP B1. Supports filtering by name/code search, active status, and result count.

Rank overdue receivables by customer risk score for collections prioritization.

Query SAP HANA Sales Analysis via sml.svc — group by customer, item, salesperson, brand (CogsOcrCod), sub-brand (CogsOcrCo2), universe (CogsOcrCo4), warehouse, period etc. Supports filtering by doc type (invoice/order/delivery). Use groupBy='CogsOcrCod' for brand-wise analysis.

Aggregate purchase invoices by vendor for a date range to show top suppliers.

AR aging report — buckets open AR invoices by overdue days (Current, 1-30, 31-60, 61-90, 90+).

AP aging report — buckets open purchase invoices by overdue days.

List suppliers/vendors from SAP B1 with balance and contact info.

List active warehouses from SAP B1 (code, name, location). Use this to let the user pick a valid warehouseCode before creating documents like purchase requests.

List open sales orders from SAP B1, optionally filtered by customer.

List open sales quotations from SAP B1, optionally filtered by customer.

Generic SAP B1 Service Layer REST call. Use this for ANY endpoint not covered by other tools. Examples: GET /ProductionOrders { $filter:"Status ne 'R'", $top:20 } GET /ServiceCalls { $filter:"Status ne 'scsClosed'" } GET /JournalEntries { $filter:"ReferenceDate ge '2026-01-01'" } GET /StockTransfers { $filter:"DocDate ge '2026-01-01'" } GET /InventoryGenEntries { $filter:"DocDate eq '2026-04-11'" } GET /CostCenterList {} POST /SQLQueries('Q1')/List {} Common OData params: $filter, $select, $orderby, $top, $skip, $expand Status values — DocumentStatus: 'O'=Open 'C'=Closed | CardType: 'C'=Customer 'S'=Supplier

Run a read-only T-SQL SELECT directly against a SAP B1 SQL Server database, bypassing Service Layer entirely. Use this when Service Layer is unavailable/misconfigured for a company, or when a question needs a join/aggregation across tables that's awkward via OData. Requires MSSQL_HOST, MSSQL_DATABASE, MSSQL_USER, MSSQL_PASSWORD (and MSSQL_INSTANCE for a named instance like SERVER\SQLEXPRESS01) to be set in this connector's environment — if not configured, this tool will error saying so. Multiple companies can live on the same SQL Server instance — pass "database" to target a specific one instead of the connector's default. Known databases on this server: DC_LiveDB — Dewang Corporation NCPL_110126 — Neshiel Agrochem Pvt Ltd NC_LIVE — Neshiel Corporation NOCPL_LIVE — Neshiel Ventures Private Limited Only SELECT statements are allowed; anything else is rejected.

SAP Business One key tables (T-SQL / MSSQL):

SALES & QUOTATIONS: OQUT(DocEntry,DocNum,CardCode,CardName,SlpCode,DocDate,DocDueDate,DocTotal,GrossProfit,DocStatus,Comments) QUT1(DocEntry,LineNum,ItemCode,Dscription,Quantity,Price,LineTotal,WhsCode,GrssProfit) ORDR(DocEntry,DocNum,CardCode,CardName,SlpCode,DocDate,DocDueDate,DocTotal,GrossProfit,DocStatus,Comments) RDR1(DocEntry,LineNum,ItemCode,Dscription,Quantity,Price,LineTotal,WhsCode,GrssProfit)

AR INVOICES & DELIVERY: OINV(DocEntry,DocNum,CardCode,CardName,SlpCode,DocDate,DocDueDate,DocTotal,GrossProfit,PaidToDate,DocStatus) INV1(DocEntry,LineNum,ItemCode,Dscription,Quantity,Price,LineTotal,WhsCode,GrssProfit) ODLN(DocEntry,DocNum,CardCode,CardName,DocDate,DocTotal,DocStatus) DLN1(DocEntry,LineNum,ItemCode,Dscription,Quantity,Price,LineTotal,WhsCode) ORIN(DocEntry,DocNum,CardCode,CardName,DocDate,DocTotal,DocStatus) RIN1(DocEntry,LineNum,ItemCode,Dscription,Quantity,LineTotal,WhsCode)

PURCHASING: OPQT(DocEntry,DocNum,CardCode,CardName,DocDate,DocTotal,DocStatus) PQT1(DocEntry,LineNum,ItemCode,Dscription,Quantity,Price,LineTotal,WhsCode) OPOR(DocEntry,DocNum,CardCode,CardName,DocDate,DocDueDate,DocTotal,DocStatus) POR1(DocEntry,LineNum,ItemCode,Dscription,Quantity,Price,LineTotal,WhsCode) OPDN(DocEntry,DocNum,CardCode,CardName,DocDate,DocTotal,DocStatus) PDN1(DocEntry,LineNum,ItemCode,Dscription,Quantity,Price,LineTotal,WhsCode) OPCH(DocEntry,DocNum,CardCode,CardName,DocDate,DocDueDate,DocTotal,DocStatus) PCH1(DocEntry,LineNum,ItemCode,Dscription,Quantity,Price,LineTotal,WhsCode)

INVENTORY: OITM(ItemCode,ItemName,ItmsGrpCod,InvntItem,SellItem,PrchseItem,OnHand,IsCommited,OnOrder,LastPurPrc,AvgPrice) OITW(ItemCode,WhsCode,OnHand,IsCommited,OnOrder) OWHS(WhsCode,WhsName,Street,City) OITB(ItmsGrpCod,ItmsGrpNam)

BUSINESS PARTNERS: OCRD(CardCode,CardName,CardType,GroupCode,Phone1,E_Mail,CntctPrsn,Balance,SlpCode,Territory) OSLP(SlpCode,SlpName,Memo,Commission,Phone,Email) OCRG(GroupCode,GroupName,GroupType)

FINANCE: OJDT(TransId,TransType,RefDate,Memo,Ref1,Ref2,Ref3,CreatedBy) JDT1(TransId,Line_ID,Account,Debit,Credit,SYSDebit,SYSCredit,FCDebit,FCCredit,RefDate,LineMemo,ContraAct) OACT(AcctCode,AcctName,GroupMask,ActType,Blocked,CurrTotal,LocTotal)

STATUS CODES: DocStatus = 'O' (Open) | 'C' (Closed) | 'W' (Cancelled) CardType: 'C' (Customer) | 'S' (Supplier) | 'L' (Lead)

NCPL_110126 SALES ORDER BROKERAGE — field names verified against live data, do not substitute others: RDR1.U_Brok_Seller = Seller Brokerage Rate (numeric, per-unit, e.g. rupees per Ton) RDR1.U_Brok_Buyer = Buyer Brokerage Rate (numeric, per-unit) RDR1.U_Sel_Brok_AP = basis flag (observed value "Amount" = the rate above is a flat per-unit amount, not a percentage) Do NOT use U_S_BrokPerQty, U_Seller_Brok_Per, or U_SPLRBT — these are unused/always NULL in this database and will silently produce wrong or zero results. If U_Brok_Seller or U_Brok_Buyer is NULL, treat as zero unless told otherwise.

Calculation: Seller Brokerage Amount = RDR1.Quantity * RDR1.U_Brok_Seller Buyer Brokerage Amount = RDR1.Quantity * RDR1.U_Brok_Buyer Total Brokerage = Seller Brokerage Amount + Buyer Brokerage Amount

A brokerage query/report should join ORDR (DocEntry, DocNum, DocDate, CardCode, CardName) to RDR1 (ItemCode, Dscription, Quantity, Price, LineTotal, U_Brok_Seller, U_Brok_Buyer) on DocEntry, and return both rates and both calculated amounts plus Total Brokerage per line. SAP B1's financial year is April-March — "April 2026" means DocDate between 2026-04-01 and 2026-04-30 unless the user says otherwise.

Run a read-only SQL SELECT directly against a SAP B1 HANA database, bypassing Service Layer entirely. Use this when Service Layer is unavailable/misconfigured, or when a question needs a join/aggregation across tables that's awkward via OData. Requires HANA_HOST, HANA_PORT, HANA_USER, HANA_PASSWORD (and HANA_TENANT for a multi-tenant/MDC system) to be set in this connector's environment — if not configured, this tool will error saying so. This is a single tenant-DB connection that can see every company's schema — table names MUST be fully qualified as "SCHEMA_NAME"."TABLE_NAME" (HANA identifiers are double-quoted and case-sensitive), e.g. SELECT * FROM "JKL_LIVEDB"."OCRD". If you don't already know the exact schema name for a company, call list_hana_schemas first rather than guessing. Only SELECT statements are allowed; anything else is rejected.

SAP Business One key tables (T-SQL / MSSQL):

SALES & QUOTATIONS: OQUT(DocEntry,DocNum,CardCode,CardName,SlpCode,DocDate,DocDueDate,DocTotal,GrossProfit,DocStatus,Comments) QUT1(DocEntry,LineNum,ItemCode,Dscription,Quantity,Price,LineTotal,WhsCode,GrssProfit) ORDR(DocEntry,DocNum,CardCode,CardName,SlpCode,DocDate,DocDueDate,DocTotal,GrossProfit,DocStatus,Comments) RDR1(DocEntry,LineNum,ItemCode,Dscription,Quantity,Price,LineTotal,WhsCode,GrssProfit)

AR INVOICES & DELIVERY: OINV(DocEntry,DocNum,CardCode,CardName,SlpCode,DocDate,DocDueDate,DocTotal,GrossProfit,PaidToDate,DocStatus) INV1(DocEntry,LineNum,ItemCode,Dscription,Quantity,Price,LineTotal,WhsCode,GrssProfit) ODLN(DocEntry,DocNum,CardCode,CardName,DocDate,DocTotal,DocStatus) DLN1(DocEntry,LineNum,ItemCode,Dscription,Quantity,Price,LineTotal,WhsCode) ORIN(DocEntry,DocNum,CardCode,CardName,DocDate,DocTotal,DocStatus) RIN1(DocEntry,LineNum,ItemCode,Dscription,Quantity,LineTotal,WhsCode)

PURCHASING: OPQT(DocEntry,DocNum,CardCode,CardName,DocDate,DocTotal,DocStatus) PQT1(DocEntry,LineNum,ItemCode,Dscription,Quantity,Price,LineTotal,WhsCode) OPOR(DocEntry,DocNum,CardCode,CardName,DocDate,DocDueDate,DocTotal,DocStatus) POR1(DocEntry,LineNum,ItemCode,Dscription,Quantity,Price,LineTotal,WhsCode) OPDN(DocEntry,DocNum,CardCode,CardName,DocDate,DocTotal,DocStatus) PDN1(DocEntry,LineNum,ItemCode,Dscription,Quantity,Price,LineTotal,WhsCode) OPCH(DocEntry,DocNum,CardCode,CardName,DocDate,DocDueDate,DocTotal,DocStatus) PCH1(DocEntry,LineNum,ItemCode,Dscription,Quantity,Price,LineTotal,WhsCode)

INVENTORY: OITM(ItemCode,ItemName,ItmsGrpCod,InvntItem,SellItem,PrchseItem,OnHand,IsCommited,OnOrder,LastPurPrc,AvgPrice) OITW(ItemCode,WhsCode,OnHand,IsCommited,OnOrder) OWHS(WhsCode,WhsName,Street,City) OITB(ItmsGrpCod,ItmsGrpNam)

BUSINESS PARTNERS: OCRD(CardCode,CardName,CardType,GroupCode,Phone1,E_Mail,CntctPrsn,Balance,SlpCode,Territory) OSLP(SlpCode,SlpName,Memo,Commission,Phone,Email) OCRG(GroupCode,GroupName,GroupType)

FINANCE: OJDT(TransId,TransType,RefDate,Memo,Ref1,Ref2,Ref3,CreatedBy) JDT1(TransId,Line_ID,Account,Debit,Credit,SYSDebit,SYSCredit,FCDebit,FCCredit,RefDate,LineMemo,ContraAct) OACT(AcctCode,AcctName,GroupMask,ActType,Blocked,CurrTotal,LocTotal)

STATUS CODES: DocStatus = 'O' (Open) | 'C' (Closed) | 'W' (Cancelled) CardType: 'C' (Customer) | 'S' (Supplier) | 'L' (Lead)

List company schemas available on this HANA tenant (excludes SAP/HANA system schemas). Use this to discover valid schema names for query_hana_direct instead of guessing.

Top customers by net sales — uses SMLSVC POST ParamList. Aggregates by BusinessPartnerCode.

Top selling items by sales amount or quantity — uses SMLSVC POST. Aggregates by ItemCode.

Sales trend by period — day/week/month/quarter/year. Uses SMLSVC POST aggregation.

Sales and GP by sales employee — uses SMLSVC POST. Groups by SalesEmployeeOrBuyerNumber.

Sales performance by item group/category — uses SMLSVC POST.

Sales breakdown by warehouse — uses SMLSVC POST. Groups by WarehouseCode.

Compare total sales and GP between two years side-by-side — uses SMLSVC POST.

Predict future sales revenue, quantity, or gross profit using 9 statistical models: SMA, WMA, EWMA, LinearTrend, Drift, Holt Double-Smoothing, Holt-Winters Triple-Smoothing (seasonal), SeasonalNaive, and Median. Auto-backtests all models and recommends the best one by MAPE. Returns per-period forecasts for every model plus model accuracy table.

Predict future demand quantity for a specific item using all 9 models (SMA, WMA, EWMA, LinearTrend, Drift, Holt, Holt-Winters, SeasonalNaive, Median). Auto-selects best model via backtesting. Returns monthly forecasts per model, model accuracy (MAPE/MAE/RMSE), and a procurement suggestion (forecast qty + 20% safety stock).

Forecast cash inflows (open AR invoices) and outflows (open AP invoices) by due-date bucket — returns net cash position for 0-30, 31-60, 61-90 day windows.

Analyse a historical monthly time series for seasonal patterns. Runs full additive decomposition (trend + seasonal + residual), computes ACF up to lag 24, seasonal strength score (Fs), peak/trough months, dominant cycle period, and recommends which forecast model to use. Works on revenue, quantity, or gross profit — optionally filtered by customer or item.

Fetch full business partner master data record for a customer or supplier by card code.

Query any SAP B1 Standard HANA Model view via sml.svc. Use this for all analytics, reporting, and document queries. Simple OData GET — no namespace needed.

SALES / QUOTATION: SalesQuotationHeaderQuery, SalesQuotationDetailQuery, SalesOrderHeaderQuery, SalesOrderDetailQuery, SalesAnalysisQuery, AverageSellingPriceQuery, SalesReturnStatisticsQuery, BackOrderStatusQuery, SalesOrderFulfillmentCycleTimeQuery, SalesOrderDeliveredOnTimeQuery AR / RECEIVABLES: ARInvoiceHeaderQuery, ARInvoiceDetailQuery, ARCreditMemoHeaderQuery, ARCreditMemoDetailQuery, ARReserveInvoiceHeaderQuery, CustomerReceivableAgingQuery, AgingQuery DELIVERY: DeliveryHeaderQuery, DeliveryDetailQuery, OnTimeDeliveryStatisticsQuery PURCHASE / AP: PurchaseAnalysisQuery, PurchaseAnalysisByDocumentQuery, PurchaseOrderHeaderQuery, PurchaseOrderDetailQuery, AveragePurchasingPriceQuery, PurchaseReturnStatisticsQuery, OnTimeReceiptStatisticsQuery, GoodsReceiptPOHeaderQuery, GoodsReceiptPODetailQuery, APInvoiceHeaderQuery, APInvoiceDetailQuery, APCreditMemoHeaderQuery, VendorBalanceAnalysisQuery, VendorPaymentAgingQuery INVENTORY: InventoryStatusQuery, InventoryTransactionDocumentsQuery, WMSSTOCK RETURNS: ReturnHeaderQuery, ReturnDetailQuery, GoodsReturnHeaderQuery, GoodsReturnDetailQuery FINANCE / GL: FinancialAnalysisQuery, ProfitAndLossQuery, ProfitAndLossComparisonQuery, BalanceSheetQuery, BalanceSheetComparisonQuery, GeneralLedgerBPQuery, GeneralLedgerAccountQuery, GLAccountPeriodAmountQuery, GLAccountPeriodBalanceQuery, TransactionalJournalQuery, SubLedgerQuery, BudgetVSActualQuery, BudgetAnalysisQuery, CostCenterBudgetVSActualQuery, CostAccountingAnalysisQuery, CashFlowStatementQuery, VATReportQuery, TaxReportQuery KPI: KPIProfitAndLossQuery, KPICashFlowStatementQuery, KPIBalanceSheetQuery CRM: OpportunityQuery, OpportunityWinRateQuery, CustomerAttritionRatePredictionQuery, ItemRecommendationQuery, ItemAlsoRecommendedQuery

COMMON FIELDS (header views): DocumentNumber, BusinessPartnerCode, BusinessPartnerName, SalesEmployeeOrBuyerName, BranchCode, PostingDate, PostingYear, PostingMonth, PostingQuarter, DocumentStatus, TotalAmountLC, GrossProfitLC, OpenAmountLC, TaxAmountLC COMMON FIELDS (detail views): + ItemCode, ItemDescription, ItemGroup, Quantity, OpenQuantity, LineTotalAmountLC, WarehouseCode, ProjectCode

DATE FILTERS: PostingDate ge '2026-01-01' and PostingDate le '2026-03-31' PostingYear eq 2026 and PostingQuarter eq 1 PostingYearAndMonth eq '202601'

STATUS: DocumentStatus eq 'O' (Open) | eq 'C' (Closed)

Create an SAP Business One purchase request (internal requisition) for required goods or services. Each line requires a warehouseCode — call get_warehouse_list first and have the user pick one if it isn't already known. Collect inputs one at a time in conversation rather than asking for everything in one message: for each line, ask for item code, then quantity, then warehouse (offer the get_warehouse_list options), then required date (offer to default to docDueDate) — confirm each line before starting the next, then confirm the full request before calling this tool.

Create a purchase quotation (RFQ) for a vendor. Can be created from scratch with line items, or copied from an existing purchase request by providing purchaseRequestDocEntry.

Create a purchase order from an accepted purchase quotation — copies all open lines from the quotation and records the vendor commitment.

Create an SAP Business One purchase order for a vendor with line items.

Create a Goods Receipt PO (GRPO) from an open purchase order — records physical receipt of goods into warehouse.

Generate an A/P invoice from a Goods Receipt PO (GRPO) to record the vendor payable.

Apply an outgoing payment to one or more A/P invoices and reconcile vendor payables. Amount is distributed proportionally across open invoice balances.

Return active SAP B1 company database name, namespace, and server info.

Switch to a different SAP B1 company database. Logs out current session, logs in to new DB, resolves namespace.

ABC-XYZ inventory classification. ABC ranks items by cumulative revenue contribution (A=top 80%, B=next 15%, C=bottom 5%). XYZ scores demand variability by coefficient of variation (X=stable, Y=variable, Z=erratic). Useful for prioritising stock holding and replenishment policies.

RFM (Recency, Frequency, Monetary) customer segmentation. Scores each customer 1-5 on how recently they bought, how often, and how much — then classifies them as Champions, Loyal, At Risk, Cannot Lose Them, New Customers, Potential Loyalists, Needs Attention, or Lost.

Working capital efficiency metrics: DSO (Days Sales Outstanding), DPO (Days Payable Outstanding), DSI (Days Sales of Inventory), and CCC (Cash Conversion Cycle = DSI + DSO − DPO). Pulls open AR, open AP, sales, and inventory from SAP B1.

Predict which inventory items are at risk of stockout based on current stock and recent daily demand. Returns days-of-stock-remaining per item with risk levels: critical (≤7 days), low (≤30), moderate (≤60), ok.

Identify dead stock (zero demand in the period) and slow-moving stock (demand < slowFactor × average) with their tied-up inventory value. Helps prioritise clearance or write-off decisions.

Calculate Reorder Point (ROP = daily demand × (lead time + safety days)) for each stocked item and flag which items need ordering now (current stock ≤ ROP).

Predict customer churn risk. Computes each customer's average order interval and flags those overdue as medium risk, or silent for ≥ churnThreshold days as high risk. Helps target re-engagement campaigns.

Calculate projected Customer Lifetime Value (CLV = avg order value × purchase frequency per year × projection years) and tier customers as Platinum / Gold / Silver / Bronze.

Pareto / revenue concentration analysis. Shows what percentage of revenue comes from the top N customers, calculates the Herfindahl-Hirschman Index (HHI), and identifies how many customers deliver 80% of revenue. High HHI indicates single-customer dependency risk.

Detect items whose gross profit percentage has declined by more than a threshold over recent months. Uses linear regression on per-item monthly GP% to identify a downward trend — flags items at risk of becoming unprofitable.

Statistical outlier detection on AR or AP invoice amounts using z-score analysis. Transactions with |z| ≥ threshold are flagged as unusual — useful for fraud detection, data-entry errors, and pricing anomalies.

Analyse vendor lead time reliability using purchase order data (PO creation date → due date). Returns average lead days, standard deviation, min/max per vendor, and a reliability rating (high/medium/low based on std dev).

Vendor on-time delivery performance. Matches Goods Receipt POs to the closest Purchase Order due date and calculates on-time%, early, late counts, and average delay days per vendor.

Vendor spend concentration analysis — mirrors the customer revenue concentration model but for AP spend. Shows top vendor spend%, cumulative spend%, and HHI index to assess supply-chain dependency risk.

Economic Order Quantity (EOQ = √(2DS / H)) for each item. D = annual demand, S = ordering cost per order, H = holding cost per unit per year (unit cost × holding rate). Returns optimal order quantities and expected orders per year.

Sales quotation win-rate analysis. Shows conversion rate (quoted→order), average deal value, open/won/cancelled counts, and a by-customer breakdown. Useful for sales pipeline and forecast accuracy assessment.

Scan inventory items and return those whose current stock is below the defined minimum (MinInventory). Optionally restrict to a specific warehouse. Returns deficit, suggested replenishment quantity (to 2× minimum), preferred vendor, and estimated cost per item.

Aggregate open procurement demand across all open Sales Orders and released/planned Production Orders. Groups demand by item, cross-references current stock and on-order quantities, and computes net shortfall per item so you know what needs to be procured.

Group a list of items-with-quantities by their preferred vendor (DefaultVendor on the item master) and create one Purchase Order per vendor. Pass dryRun:true to preview the grouping without creating documents. Items without a preferred vendor are skipped and listed in skippedNoVendor.

Run a three-way match for a Purchase Order — compares PO lines (committed quantity and price) against the Goods Receipt PO (received) and AP Invoice (invoiced). Flags: NO_GRPO, NO_AP_INVOICE, UNDER/OVER_RECEIVED, OVER_INVOICED, PRICE_VAR_PO_GRPO, PRICE_VAR_GRPO_INV beyond configurable tolerances.