SAP Business One Overview Demo

Here’s a great overview demo of SAP Business One.  It takes you through the key differentiators to really show you the strength of the solution. Features shown include: Alerts and Workflow Drag and Relate Document Flow and trace XL Reporter Dashboards Light Production CRM & Activity Management User Defined Fields and Tables Customized Forms and [...]

2010-07-08T13:12:39+00:00 July 8th, 2010|Queries, Reporting, SAP Business One|Comments Off on SAP Business One Overview Demo

See our New SAP Business One Resource and Demo Center!

We’ve just posted up a comprehensive sub-site at Clients First focusing around SAP Business One.  This site covers technical information, customer reference videos, demonstration and how-to videos, and business goal achievement. It also has information and materials on Crystal Reports and Xcelsius for true business intelligence.  Everything is wrapped up in an entertaining and visual [...]

2010-02-12T09:45:29+00:00 February 12th, 2010|Financials, Queries, Reporting, SAP Business One|Comments Off on See our New SAP Business One Resource and Demo Center!

Using ODBC with SAP Business One via the Data Transfer Workbench (DTW)

If you’ve ever wanted to import data into Business One (B1) directly from another data source such as SQL Server, Access or some other data source that supports ODBC (Open Database Connectivity) there is a new article on how to do this as the SAP Community Network. This makes certain data transfer situations easier as [...]

2009-10-30T06:43:45+00:00 October 30th, 2009|Queries, SAP Business One|Comments Off on Using ODBC with SAP Business One via the Data Transfer Workbench (DTW)

SAP Business One Query: Customers Added Within a Certain Number of Days

Query will prompt the user for a number of days and show the customers that were added within that number of days. Copy and paste into the Query Generator and run. /*This query will return all customers that have been added to the system */ /*within the number of days selected by the user. Leaving [...]

2009-02-11T11:51:52+00:00 February 11th, 2009|Queries|Comments Off on SAP Business One Query: Customers Added Within a Certain Number of Days

SAP Business One Enhanced User Prompts in Queries

The use of user prompted parameters in Business One queries provides powerful flexibility to the Business One reporting environment. A limitation was discovered with the use of this technique. It appears that some erroneous error messages can occur when the user prompted parameters are used in long queries or when they are used in certain [...]

2009-02-11T11:49:16+00:00 February 11th, 2009|Queries|Comments Off on SAP Business One Enhanced User Prompts in Queries

SAP Business One Birthday List! (without the year)

A quick and easy query to give you a list of the birthdays from the Employee Master Data application in SBO. Copy and paste the lines below into the Query Generator tool. /*-----------------------*/ /* Displays a list of all the employees in SBO with their birthdays (without the year) */ SELECT lastname as 'Last Name' [...]

2009-02-11T11:46:52+00:00 February 11th, 2009|Financials, Queries, Reporting|Comments Off on SAP Business One Birthday List! (without the year)

SAP Business One: High Quantity on a Sales Order

Use this query to check for high order quantities on a Sales Orders. If you make an alert out of this query, then you can be notified when potential keying errors occur. /* Shows all sales orders where the qty ordered is greater */ /* than or equal to the amount within the WHERE Clause [...]

2009-02-11T11:45:51+00:00 February 11th, 2009|Queries, Reporting|Comments Off on SAP Business One: High Quantity on a Sales Order

SAP Business One: Query to Show Customers Without Sales Employees Assigned

Use the query to show all of the customers that do not have sales employees assigned. You can use this as an alert as well. SELECT CardCode as BP, CardName as 'Customer Name' FROM OCRD Where SLPCODE = -1 and CardType = 'C' FOR BROWSE Thanks to Ed Monk of SBONotes.com

2009-02-11T11:44:59+00:00 February 11th, 2009|Queries, Reporting|Comments Off on SAP Business One: Query to Show Customers Without Sales Employees Assigned

SAP Business One Formatted Search: Default the State Tax Code

If you would like to default the Customer Ship-To Tax Code to a specific value, create a query and paste in the SQL at the bottom of the post. Change the the insert your default value where noted and create a formatted search, triggered off of the address name, on the State Tax Code field. [...]

2009-02-11T11:40:17+00:00 February 11th, 2009|Queries|Comments Off on SAP Business One Formatted Search: Default the State Tax Code

Creating Custom Queries in SAP Business One

There are two tools for creating custom queries in SAP Business One, both of which will walk you through making your own query: Query Generator Query Wizard The end result of both tools listed above is a results window with the actual query statement in the top portion of the window and any data that [...]

2009-02-11T11:37:48+00:00 February 11th, 2009|Queries, Reporting|Comments Off on Creating Custom Queries in SAP Business One

SAP Business One The Anatomy of a SQL Statement: Rename your columns and tables (Part 3)

Using the example from the previous lesson, lets look at how we can make a SQL query more user friendly. SELECT ItemCode, ItemName FROM OITM The fields ItemCode and ItemName will appear as the column names for the data when the query is executed. Many times the field names (the ones from the actual table) [...]

2009-02-11T11:29:08+00:00 February 11th, 2009|Queries|Comments Off on SAP Business One The Anatomy of a SQL Statement: Rename your columns and tables (Part 3)

The Anatomy of a SQL Statement – SQL Statement Breakdown (Part 2)

In the previous discussion I introduced a simple SQL query that selected all of the customer numbers and names from the SAP Customer/Vendor/Lead Master file. The query actually selects all three types (customers, vendors, and leads) because SBO uses one table/file to store this information. How you will know which type you are looking at [...]

2009-02-11T11:27:01+00:00 February 11th, 2009|Queries|Comments Off on The Anatomy of a SQL Statement – SQL Statement Breakdown (Part 2)

The Anatomy of a SQL Statement – The Basics (Part 1)

The Basics Writing your own query for SAP (or any system) can be very satisfying and cost effective, if you are a user of SBO. Once you understand the basics, you will be able to direct your computer to give you exactly what information you are looking for from the system. Most systems have some [...]

2009-02-11T11:24:15+00:00 February 11th, 2009|Queries, SAP Business One|Comments Off on The Anatomy of a SQL Statement – The Basics (Part 1)

SAP Business One Need the Current Date to Use Within Your Query?

Get the current system date using the GetDate() value within your query... Examples: SELECT GetDate() Returns the current date Use the date for comparisons: SELECT * FROM OINV WHERE DocDate <= GETDATE() Thanks to Ed Monk of SBONotes.com

2009-02-11T11:20:05+00:00 February 11th, 2009|Queries|Comments Off on SAP Business One Need the Current Date to Use Within Your Query?