SAP Business One Assigning a Formatted Search Query to a Field

Instuctions on how to assign a form query to a field:

1. Open a form.
2. Click on the field.
3. Select for the drop down menus at the top of the screen:
   Tools->Search Function->Define
   
4. A window will appear. Click on Search by Saved Query. Double Click on the long gray box below that option. The Query Manager will open. Select the query you wish to run on the field you selected.
   
   If you would like to have the value automatically populate when something else happens on the form, check the Auto Refresh When Field Changes box. From the drop down box below that option, select the field that will "trigger" the query to run on the field you selected.
5. To run the query on demand on the form, press Alt+F2. To change the field’s query assignment later you can press Alt+Shift+F2 and the window above will be displayed. You can also follow the original drop down menu path listed above to perform the same action.

Thanks to Ed Monk of SBONotes.com

© 2009, Mark Chinsky. All rights reserved. Formed in 2005. the 90 Minds Consulting Group is a collaboration of 100 Sage partners who independently join together online in a 24 x 7 private communication network to solve difficult issues for their customers. The group is not affiliated with Sage and our collaboration provides for unparalleled member access to early warnings of bugs and other issues which members in turn are encouraged to use to provide an exceptional customer experience.

Mark is a partner at Clients First Business Solutions, LLC. He is based out of the NY/NJ office. Mark has been in ERP sales and service for more than 20 years and at least 15 with Sage

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