Archive for SAP Business One
SAP Business One Why do I have different passwords for each company?
A user just asked me this question, and many people have asked in the past. The answer is:
Although it may seem like you only have one login, you actually have two, one for each company. They just happen to have the same user name.
When you setup the system(s), the user names must [...]
SAP Business One Sales Commissions
Steps to Setting Up Commissions:
Go to main menu option: Administration -> General Settings -> BP (Tab)
In the upper right portion of the window select how you would like to define commission percentages. You can select all three if you like, but for this discussion we will deal with just the Sales Employee. Click OK/Update.
Go to [...]
SAP Business One Query to Show Open Balances by Customer (or Vendor)
Use this query to show you a list of open balances by customer group. If you would like to see
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 [...]
SAP Business One Alerts Check for BP Tax Codes
If a state tax code was not entered on the Customer’s Ship-To address then when the Sales Order is invoiced you will receive a message stating that the tax code was not provided for the order. This Alert will notify someone when the tax code was not entered. Create a Query with the following SQL [...]
SAP Business One Retrieving the Ship-To State for a Sales Order
It was important to one client to be able to do sales reporting by state (which was done using the query tool). In SBO, the address on the marketing documents is one large field and you cannot get the state unless you get the information from the BP (Business Partner) master for scan through the [...]
SAP Business One Creating a User Defined Field for Marketing Documents – Basic
Backup your database. Get everyone out of the system.
Create a UDF (User Defined Field) (Tools->User-Defined Fields) at the marketing document header by clicking on the yellow (or gold) arrow to the left of the Marketing Documents row.
Look for the row below that called Title and click on it. In the Lower right hand corner [...]
SAP Business One Assigning a Formatted Search Query to a Field
Instuctions on how to assign a form query to a field:
Open a form.
Click on the field.
Select for the drop down menus at the top of the screen: Tools->Search Function->Define
A window will appear. Click on Search by Saved Query. Double Click on the long [...]
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 [...]
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 [...]
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 [...]
