SAP Business-One-Queries-Introduction

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SAP Business One presentation "Introduction to Queries" presented to our SAP Business One User Group 11/16/2010

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  • Show activities from business partner and purchase order document in SAP
  • SAP Business-One-Queries-Introduction

    1. 1. Long Business Systems, Inc. (LBSi) LBSi is a technology services firm that understands technology is a tool that enables you to grow profitably, outpace the competition, and provide better service to your customers. Cleveland – Columbus – Cincinnati – Toledo - Pittsburgh – Philadelphia - Indianapolis
    2. 2. Introduction to Queries 1. What are queries? 2. Query Manager 3. Query Menu Structure 4. Query Wizard 5. Query Generator 6. How to access queries
    3. 3. What are queries? 1. Just One of the reporting tools in SAP Business One 2. Not normally output directly to a printer 3. Easily exported to Excel 4. Easily emailed
    4. 4. Query Manager o Administrative tool for managing all queries o Who should have access? o Manage queries o Menu structure and authorizations behind the menus o Delete queries
    5. 5. Query Menu Structure o Menus for departments or areas of the business o Numbers in parenthesis tie into query authorizations – LBSi way of securing sensitive data o Important to save queries under the correct menu structure in order to maintain adequate security.
    6. 6. Three ways to create queries 1. Query Wizard 2. Query Generator 3. Microsoft SQL
    7. 7. Before we begin generating a simple query …. o SAP Business One data is stored in a SQL database o Tables o Always 4 characters long. User defined tables always begin with @ sign o One or more tables per master file or document o Fields o Individual fields within the tables User defined fields always begin with U_ o How to determine table and fields
    8. 8. Let’s generate some queries ….. o Determine who should have access to write queries o Query Generator o Allows for multiple selection of fields at one time o Query Wizard o Wizard walks you through the various steps in creating a wizard o Most users seem to prefer the Wizard over the generator
    9. 9. Review of the SQL “code” that is written using either of the above tools o Explanation of the “code” o Table and field names o No lock statements o Table joins
    10. 10. Adding more logic to your query o Selection criteria o Sorting o Order by o Orange arrows o For browse
    11. 11. Long Business Systems, Inc. (LBSi) Cleveland – Columbus – Cincinnati – Toledo - Pittsburgh – Philadelphia - Indianapolis Questions: Keith Taylor Vice President email: keith@lbsi.com Phone: 440-846-8500 ext 26 www.lbsi.com
    12. 12. Next Virtual Meetings: o Tuesday December 14, 2010 o “User Networking” o Tuesday January 18, 2011 o “1099 Setup and Reporting” o Tuesday February 15, 2011 o “10 Ways to improve your Purchasing Department”
    13. 13. Thank you for taking time to participate in the SAP Business One User Group Meeting. Please take a few minutes to respond to our survey and provide us with feedback and suggestions going forward. o We are always looking for new clients to work with. And we would like to find more clients and partners like you – companies that are engaged, smart, and focused on their future. o Can you help us out by referring LBSi to someone who could benefit from our services?
    14. 14. Long Business Systems, Inc. (LBSi) Cleveland – Columbus – Cincinnati – Toledo - Pittsburgh – Philadelphia - Indianapolis Contact Information: Keith Taylor Vice President email: keith@lbsi.com Phone: 440-846-8500 ext 26 www.lbsi.com

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