If you need to have all of your users have the same screen layouts (e.g., the same columns in the same order within the Purchase Order) you can use this qery to quickly copy the settings from one user to another. Obtain the UserID numbers with this query, run it in SBO or another tool:

SELECT UserID, U_Name FROM OUSR ORDER BY U_Name

I recommend that you create a dummy user name and set your screen formats for a group of people, just like you should when setting authorizations.

Declare @target as smallint
Declare @source as smallint
Declare @form as nvarchar(20)
/* Change this to the Target UserID (number from OUSR) */
Set @target = 2
/* Change this to the Form number obtained from the Sys Info Line at bottom of SBO */
Set @form = 142
/* Change this to the Source UserID */
Set @source = 22
/* Removes the temp table if it already exists. */
/* temp_settings is created and destroyed only for this operation */
if exists (select 1 from sysobjects where name = ‘temp_settings’)
Begin
drop table temp_settings
End
/*Copy from the source ID for a specific form */
Select * into temp_settings from CPRF where usersign = @source and FormID = @form
/* Remove the target info for the form and user */
Delete from CPRF where usersign = @target and FormID = @form
/* Change the UserID in the Temp table to the new user ID */
Update temp_settings Set usersign = @target
/* Put the information back into the SBO forms table */
Insert into CPRF Select * from temp_settings
/* Removes the table just in case! */
Drop Table temp_settings

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.

• From the drop-down menus at the top of the screen, go to: Tools -> Queries -> Query Manager

• Click on the Query Manager icon located on the icon bar at the top of the screen.

The Query Manager window will appear…

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.

1. Create a Query in SAP Business One
2. Open the Query Manager
3. Find your Report
4. Highlight your report (single click)
5. Click on the Create Report button at the bottom of the window.
6. A window appears with the name of your query at the top of the window.
7. Window is divided into two parts: Top is existing reports, bottom is a list of the report templates.
8. Click on the User Report (System) template in the bottom part of the window.
9. Click the OK button.
10. You are returned to the Query Manager
    (At this point you are probably thinking that nothing happened, but it did).
11. Click on the Create Report button once more.
12. The Create User Report window opens again. Now in the top part (the box under Name) of the window you will see the name of the report you were trying to create. This indicates that the initial report was created successfully.
13. Now…Double Click on the the name of your query in that section and the Print Layout Designer (PLD) windows will open and allow you to modify the layout of the query information on the report.

After you have completed your changes to the layout and have saved your work, you can see the actual printed document by accessing the Query Manager, highlighting your report name, and clicking the print preview icon at the top of the screen.

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.

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

© 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.

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.

1. Create a UDF (User Defined Field) for the marketing document header.
2. Create a custom query and insert the code below into the query statement area. The query below will take the Ship-To Code selected and go to the Business Partner Master and get the correct Ship-To State. It will also look for a comma on a custom address (where a ship to code is not selected) and pull the state code from the two characters after the ", ":
   Select Case When $[ShipToCode] = ‘ ‘ Then Case When CHARINDEX(‘,’,$[Address2])= 0 Then ‘??’ Else Substring($[Address2], CHARINDEX(‘,’,$[Address2])+1,2) END Else (Select ADR.State From CRD1 ADR Where $[CardCode] = ADR.CardCode and $[ShipToCode] = ADR.Address and ADR.ADRESTYPE = ‘S’)END
3. Now you can tie a query to the UDF (User Defined Field) you created on a Marketing Document. You will have to assign the query on each marketing document you want the query to run on (e.g., Sales Order, Delivery Doc, etc.). Note: This query was assigned to run automatically when the Ship to field changed. That can be assigned on the Search Definition on the field.

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.

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.

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.

If the terms “From Date” and “To Date” are more meaningful to the user as prompts, then this presentation may be a better one to accomplish the same purpose of asking for this range of dates.
The query below can serve as an example of how this technique can be applied in order to change the prompts that the user is presented with when the query is executed. In this case the fields ‘FromDate’ and ‘ToDate’ from the table OSRT were used to prompt the user.

/*Parameter Area*/
/*SELECT FROM [dbo].[OSRT] P0*/
declare @StartDate as datetime
/* WHERE */
set @StartDate = /* P0.FromDate */ ‘[%0]‘
/*SELECT FROM [dbo].[OSRT] P1*/
declare @EndDate as datetime
/* WHERE */
set @EndDate = /* P1.ToDate */ ‘[%1]‘
/*Main Query Area*/
SELECT T0.DocNum ‘Inv#’,T0.DocDate ‘Post Date’,T0.CardCode ‘Customer#’,T0.CardName ‘Customer Name’
FROM OINV T0
WHERE (T0.DocDate >= @StartDate and T0.DocDate <= @EndDate) ORDER BY T0.DocDate, T0.CardCode FOR BROWSE

© 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.

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

© 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.