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.

1. Go to main menu option: Administration -> General Settings -> BP (Tab)
2. 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.
3. Go to main menu option: Administration -> Setup -> General -> Commission Groups. Define new groups and their commission percentages.
4. Go to Main menu option: Administration -> Setup -> General -> Sales Employees. Assign a Sales Employee to a commission group.

Note: Alternatively, you can just enter in a commission percentage for a Sales Employee instead of selecting a group.

The Sales Employee table is called: OSLP and it is tied to…
The Commission Group table: OCOG by the group code found on the OSLP. If the GroupCode on the OSLP is 0 then it is considered a user defined percentage amount (i.e., no based on a commission Code).

Here is a simple query to retrieve the commission percentage for a sales employee:

SELECT T0.slpcode, T0.slpname
,CASE WHEN T0.GroupCode = 0 THEN T0.Commission ELSE T1.Commission END Commission_Pct
FROM OSLP T0
LEFT OUTER JOIN OCOG T1 ON T0.GroupCode = T1.GroupCode
/*Remove comments below to filter out the negative slpcode*/
/*WHERE T0.slpcode > 0 */

© 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.

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.

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.

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

© 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.

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

© 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.

SELECT DISTINCT
dtl.itemcode ‘Item’
,itm.itemname ‘Item Description’
,ROUND(AVG(quantity),0) ‘Avg Ord’
,AVG(dtl.Price) ‘Avg Price’
,AVG(ROUND(CASE WHEN dtl.linetotal = 0 THEN 0 ELSE dtl.grssProfit/dtl.linetotal END,2))*100 ‘AvgGP%’

,Count(docnum) ‘Total Orders’
,MAX(hdr.docdate) ‘Last Ordered’
,hdr.CardCode

FROM rdr1 dtl
INNER JOIN ordr hdr on dtl.docentry = hdr.docentry
INNER JOIN oitm itm on dtl.itemcode = itm.itemcode
WHERE HDR.cardcode = $[$-4.0.0]
GROUP BY hdr.cardcode, dtl.itemcode, itm.itemname
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.