open balances by vendor, then change the Where clause to cs.cardtype = ‘S’.

/* Shows the open balances by Customer Group */
SELECT gp.GroupCode, gp.GroupName, Sum(cs.Balance) ‘Open Balance’

FROM OCRD cs
INNER JOIN OCRG gp ON gp.GroupCode = cs.GroupCode

WHERE cs.CardType = ‘C’

GROUP BY gp.GroupCode, gp.GroupName
ORDER BY GroupName
FOR BROWSE

Thanks to Ed Monk of SBONotes.com

Thanks to Ed Monk of SBONotes.com

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’
,firstname as ‘First Name’

,Case When birthdate is Null then ‘Not Entered’ Else
CASE len(CONVERT(varchar(2), datepart(mm, birthdate)))
WHEN 1 THEN ‘0′ + CONVERT(varchar(1), datepart(mm, birthdate))
ELSE CONVERT(varchar(2), datepart(mm, birthdate))
END
+ ‘/’ +
CASE len(CONVERT(varchar(2), datepart(dd, birthdate)))
WHEN 1 THEN ‘0′ + CONVERT(varchar(1), datepart(dd, birthdate))
ELSE CONVERT(varchar(2), datepart(dd, birthdate))
END

END AS Birthday

FROM OHEM
Order by birthday, lastname, firstname

/*———————–*/

If you wanted to access the Employee Master from this query you could add:

empid,

after the Select

and

FOR BROWSE

on the line following the Order By

If you would like to make this query into an alert, you could do all of the above and add the line

WHERE birthdate is not null

between the FROM OHEM and the Order By.

That would look like:

/* Displays a list of all the employees in SBO with their birthdays */
/*(without the year) */

SELECT
empid as ‘ID’
,lastname as ‘Last Name’
,firstname as ‘First Name’

,Case When birthdate is Null then ‘Not Entered’ Else
CASE len(CONVERT(varchar(2), datepart(mm, birthdate)))
WHEN 1 THEN ‘0′ + CONVERT(varchar(1), datepart(mm, birthdate))
ELSE CONVERT(varchar(2), datepart(mm, birthdate))
END
+ ‘/’ +
CASE len(CONVERT(varchar(2), datepart(dd, birthdate)))
WHEN 1 THEN ‘0′ + CONVERT(varchar(1), datepart(dd, birthdate))
ELSE CONVERT(varchar(2), datepart(dd, birthdate))
END
END AS Birthday

FROM OHEM
WHERE birthdate is not null
Order by birthday, lastname, firstname
FOR BROWSE

Thanks to Ed Monk of SBONotes.com

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 below */
Select
DocNum as ‘Order#’
,itemcode as ‘Item#’
,dscription as ‘Description’
,Quantity
,Gtotal ‘Line Total’
,cardcode as ‘BP’
,cardname as ‘BP Name’

FROM rdr1 dtl
INNER JOIN ordr hdr on dtl.docentry = hdr.docentry

WHERE
Linestatus = ‘O’
and Quantity>=100

Order By DocNum, LineNum
FOR BROWSE

Thanks to Ed Monk of SBONotes.com

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

Master Files:
OITM = Item Master
OCRD = Customer, Vendor, and Lead Master
CRD1 = Customer Master Address
OCRG = Customer Master Group Code
OHEM = Employee Master
OUSR = SBO Users

Document Files:
ORDR = Sales Order Header
RDR1 = Sales Order Detail (Items)

OINV = Invoice Header
INV1 = Invoice Line Details (Items)

Thanks to Ed Monk of SBONotes.com

1. Query Generator
2. 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 was retrieved in the bottom section. I generally use an external query writer to create my Query (SQL) statements and to work out the final results because the screen editor does not allow you to re-size the query statement work area, which makes it hard to work on a query that is long.

So, assuming you are using an external editor, the only way I have found to get a new query into SAP Business One is to:

1. Start the Query Generator (located under the Reports menu on the main menu) and click the Execute button when the window opens (beginning in v2007, go to Tools on the drop down menu and select Queries).
2. The Query Results window is displayed, but there is nothing in the results. In the query statement box above, you will see "SELECT *’. We will be replacing this with your query.
3. Click the pencil icon to the left of the query statement window. This allows you to edit the query.
4. Position your cursor in the grey area where the current query statement is and remove the "SELECT *’ or modify it to match your current query. The field supports common editing (Copy, Cut, Delete, and Paste) by right clicking the grey area. put your query in that space.
5. Save your query. There is a button in the lower right hand side of the window. The Query Manager window will appear. Enter in your query’s name and select a category.

Thanks to Ed Monk of SBONotes.com

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) do not accurately express what the field means. To rename the field to something else you can specify the new name right after the field name.

SELECT ItemCode AS Item, ItemName AS Description FROM OITM
The “AS” keyword is not required, but aids in readability, so this syntax is also valid:

SELECT ItemCode Item, ItemName Description FROM OITM

If you attempt to use a special character (such as “#”) you may encounter issues. Enclose the new name in quotes and SBO will accept the name.
As your queries become more complicated, you will have the desire to rename the files used within the query to make them easier to reference to. Additionally, when you have two files that have fields with the same field name, you must specify the file name and the field name every time you refer to the field in the query. For example, there is an ItemCode field in the Item Master (OITM) and the Order Detail (RDR1). Since both fields have the same name, you will have to specify the file name then the field name to tell the system which field you are referring to. If two files were being used in the previous query, then I would need to specify the file name too. The query below produces the same results as the previous examples:

SELECT OITM.ItemCode AS Item, OITM.ItemName AS Description FROM OITM
If you had a large number of fields that you were selecting from one or more files it may become cumbersome to type “OITM” over and over again. You can rename it to something shorter. When you use the query tools from SBO, the system will rename the files for you. SBO renames the files to “Tn” (i.e., T0 for table one, T1 for table two). You can rename the files by specifying the new name
right after the file name (in this case the file name is OITM for the item master file).

SELECT it.ItemCode AS Item, it.ItemName AS Description FROM OITM it

As you can see above, the shorter file name will make it a little easier to add lots of fields.

Thanks to Ed Monk of SBONotes.com

SELECT CardCode, CardName, CardType FROM OCRD

This basic query will work in SBO as is. As long as you are using the SELECT keyword, you do not have to fear that you are going to change or corrupt the SBO data. The SELECT statement only reads data, it does not change data. It may be a good idea to make several smaller queries, like this one, as starter templates for other queries. The statement can appear on one line or multiple lines, it does not matter. The following statement produces the same result:

SELECT CardCode,Card NameFROM OCRD

Note that the CardCode (Customer Number) is listed before the CardName (Customer Name). The order in which you list your fields is important because that is the same order the system will display them in. Imagine a spreadsheet, the customer number will appear in column one and the customer name in column two.

Let’s take a look at the components of the statement:

• SELECT = Tells the system that you are about to select values from one or more tables (files) in SBO.
• CardCode, CardName, CardType = Are the fields or values that you want to display in your report. List each field name separated by a comma (remember, no comma after the last field).
• FROM = in a simple query, the FROM keyword only appears once for each SELECT. It indicates from what tables or files are the source for the fields that you listed above. It is possible to have a query inside another query, but that is another discussion.
• OCRD = The official name for the SAP Business One Customer/Vendor/Lead table.

The same concept can be applied to other tables in SBO. Let’s look at a basic query for the Item Master:

SELECT ItemCode, ItemName FROM OITM

Note that some of the elements changed, but not all of them. The SELECT and FROM do not change, but the field names (values) and the table/file name did. Apply this same formatting to other tables and you will be on your way to creating more advanced queries.

The final part, Part 3 is HERE.

Thanks to Ed Monk of SBONotes.com

Most systems have some common elements such as Customers, Vendors, Items, and Orders. SBO is no different than any other system in that regard. Each of those elements are stored in tables (or files). If you are familiar with Excel Spreadsheets, then you can grasp the concept of a table. A Table stores information in rows, and for each row, the columns represent different pieces of information that are specific to the row. For example, if we were to look a Customer Master table, the customer numbers would appear in the first column and the corresponding customer name would appear in the second (just like an Excel spreadsheet).

Every system (SAP, MS, etc.) probably has a customer master, but the name of the table is different from one system to another. In SBO, the customer master is called “OCRD”. This is the name that you will use to refer to the customer master in your queries.

Let’s write a query statement in plain English first to get an idea of what information we would like to get out of the system:
“I would like to have a list of all of the customer numbers and names.”

After converting the statement to SQL we will have:
SELECT CardCode, CardName FROM OCRD

Part 2 is HERE.

Thanks to Ed Monk of SBONotes.com