Archive for Reporting
SAP Business One XL Reporter: I added some fields, but the report produces nothing.
While listening to one of the expert sessions, I caught that XL Reporter will not show any information unless a measure (i.e., quantity, Dollar Sales, Etc.) is selected. I had created a simple customer list just to test it out and it kept returning no information. Once I added a value (measure) it produced the [...]
SAP Business One How to Access the Query Manager
Access the Query Manager in two ways:
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
How to Make a Print Layout (PLD) Report from a SBO Query
Follow these steps:
Create a Query in SAP Business One
Open the Query Manager
Find your Report
Highlight your report (single click)
Click on the Create Report button at the bottom of the window.
A window appears with the name of your query at the top of the window.
Window is divided into two parts: Top is existing reports, bottom is a [...]
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 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 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 [...]
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 [...]
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
SAP Business One Simplified Order Guides for Sales Orders
Use this query to display a list of items that a customer likes to buy. It was made to be placed on the Item Number field on the Sales Order as a Formatted Search. The User will press Shift + F2 to display the window as opposed to pressing tab to display the entire catalog [...]
