EXPERT ONLINE TRAINING SEPTEMBER 24, 2019 Class Title: Addressing Unique Business Requirements and Automating Key Processes utilizing SAP Business One Queries. Instructor: Daryl Goodman [email protected]
EXPERT ONLINE TRAINING SEPTEMBER 24, 2019
Class Title:Addressing Unique Business Requirements and Automating Key Processes utilizing SAP Business One Queries.
Instructor:Daryl [email protected]
Training Objective:
EXPERT ONLINE TRAINING WWW.ACHIEVEITS.COM
Provide attendees a base understanding of SAP Business One Databases, Queries and related tools; to access specific data which can be utilized to address unique business requirements and automate key business processes.
Why Understanding SAP Business One Queries are so important?
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SAP Business One contains a wealth of useful information that can help your organization make faster and more informed business decisions.
The Query tools within SAP Business One make accessing and utilizing this useful information possible for non-technical individuals.
Introduction:
Lesson Description
1 Introduction to SAP Business One Query Tools and Concepts
2 Using Queries to Develop a "Digital Assistant"
3 Building Custom Dashboards & Reports with SAP Business One Queries
4Automating the Creation of SAP Business One Pick Lists and Defining Customized Item & Bin Allocation Rules in SAP Business One with Resolv Allocations and SAP B1 Queries.
5 Developing Custom Inventory Replenishment Formulas in Resolv with SAP Business One Queries
6 Embedding Business Process Rules within EDI and 3PL Transactional Data with SAP B1 Queries
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Summary of Lessons:
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Accessing the Data and Understanding SAP Business One Tables• View Menu - System Information
• SAP Documentation & Sites• SDK Help File - <SAP Business One Installation Files Path>\Packages\SDK\Setup.exe• SAP Online Help - https://help.sap.com/viewer/product/SAP_BUSINESS_ONE/9.3/en-US
Introduction to SAP Business One Query Tools and Concepts
Lesson 1:
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SAP Business One Query Tools• Query Wizard – Easy to use tool that ‘guides’ users in the creation of SAP Business One Queries
• Query Generator – More comprehensive Query development tool within SAP Business One.
• Query Manager – Stores Queries in Library and Categories.
Introduction to SAP Business One Query Tools and Concepts
Lesson 1:
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Understanding Joins
Lesson 1:
https://javarevisited.blogspot.com/2013/05/difference-between-left-and-right-outer-join-sql-mysql.html
Using Queries to Develop a "Digital Assistant"
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Lesson 2:
Proactive communications with Employees, Customers & Vendors and even yourself!
SAP Business One & Resolv Features Utilized in this Lesson• SAP Business One - User Defined Values (Formatted Searches)• SAP Business One - Alerts• SAP Business One - Approvals• Resolv - Data Messenger
Using Queries to Develop a "Digital Assistant"
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Lesson 2:
Examples:
Improving accuracy and efficiency of Order EntrySetting Delivery Date automatically on Sales Order (Header)
Set Dimension based on Item Group (Row)
Increase customer service levels and sales Alert to Salesperson of their Customers that have not placed a Sales Order in the past 30 days.
Reduce Stock-outs, back orders Notifying Purchasing Manager of Items Below Minimum Quantity
Increase efficiencies Notify Purchasing Agent, via Alert, that GRPO arrived for Purchase Order Entered by Me.
Reduce credit risks Approval for Sales Order Entered with Payment Terms different than Customer Master record
Ensure accurate purchasing and costing Approval for Purchase Orders with Vendor not set in the Item Master Preferred Vendors field
Reduce Vendor/Item Lead Times Contact Vendor, via Email, for No PO Confirmation after 2 Days
Improve Customer Service Levels
Auto Sending Sales Order Acknowledgement to Customer via Email
Sending Customer a Text Message related to Tracking information of Delivery
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Business Process & Objective Setting Delivery Date automatically on Sales Order (Header)
SAP Business One Tables DUMMY - (DUMMY is a HANA syntax used when data is not selected from any table)
Query - User Defined Values SELECT ADD_DAYS($[$10.0.Date],3) FROM DUMMY
SAP Business One Feature SAP Business One Sales Order, User-Defined Vales (UDV) with Auto Refresh
Using Queries to Develop a "Digital Assistant"Lesson 2:
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Business Process & Objective Set Dimension based on Item Group (Row)
SAP Business One Tables OITM (Items), OITB (Item Groups)
Query - User Defined Values
SELECT CASE
WHEN T1."ItmsGrpCod" = 100 THEN 'OS01'
WHEN T1."ItmsGrpCod" =110 THEN 'OS02'
ELSE 'OS03'
END AS "Dimension 1"
FROM OITM T0
INNER JOIN OITB T1 ON T0."ItmsGrpCod" = T1."ItmsGrpCod"
WHERE T0."ItemCode" = $[$38.1.0]
SAP Business One Feature SAP Business One Sales Order (row), User-Defined Vales (UDV) with Auto Refresh
Using Queries to Develop a "Digital Assistant"Lesson 2:
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Business Process & ObjectiveNotifying Salesperson, via SAP Alert, of Customers that have not
placed a Sales Order in the past 30 days.
SAP Business One Tables ORDR (Items), OCRD (Business Partner)
Query – Alerts
SELECT DISTINCT T0."CardCode", T1."CardName", Sum(T0."DocTotal") "Lifetime Sales",
MAX(T0."DocDate") "Last Order Date"
FROM ORDR T0 INNER JOIN OCRD T1 ON T0."CardCode" = T1."CardCode"
WHERE T0."CardCode" NOT IN (SELECT DISTINCT S0."CardCode" FROM ORDR S0 WHERE
S0."DocDate" > ADD_DAYS(CURRENT_DATE, -30))
GROUP BY T0."CardCode", T1."CardName"
ORDER BY T1."CardName"
SAP Business One Feature SAP Business One Alerts Management
Using Queries to Develop a "Digital Assistant"Lesson 2:
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Business Process & Objective Notifying Purchasing Manager of Items Below Minimum Quantity
SAP Business One Tables OITW (Items - warehouse)
Query – Alerts SELECT DISTINCT 'Inventory below Minimum, Run MRP' "MRP Run Needed"
FROM OITW T0
WHERE (T0."OnHand"- T0."IsCommited"+ T0."OnOrder") - IFNULL(T0."MinStock",0) < 0
SAP Business One Feature SAP Business One Alerts Management
Using Queries to Develop a "Digital Assistant"Lesson 2:
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Business ObjectiveNotify Purchasing Agent, via Alert, that GRPO arrived for Purchase Order Entered by the
Agent.
SAP Business One Tables OPDN (Goods Receipt PO), PDN1 (Goods Receipt PO - Rows), OPOR (Purchase Order), POR1 (Purchase Order - Rows)
Query – Alerts
SELECT T2."DocNum" "PO Number", T2."CardCode" "Vendor Code", T2."CardName", T0."ItemCode", T0."Dscription", T0."Quantity"
"Received Qty", T3."DocEntry" "GRPO Key"
FROM PDN1 T0
INNER JOIN POR1 T1 ON T0."BaseType" = T1."ObjType" AND T0."BaseEntry" = T1."DocEntry" AND T0."BaseLine" = T1."LineNum"
INNER JOIN OPOR T2 ON T1."DocEntry" = T2."DocEntry"
INNER JOIN OPDN T3 ON T0."DocEntry" = T3."DocEntry"
WHERE T2."UserSign" IN ('1','6','7')
AND T3."CreateDate" = CURRENT_DATE
AND T3."CreateTS" > (HOUR(NOW()) || MINUTE(ADD_SECONDS (NOW(), -62)) || 00)
SAP Business One Feature SAP Business One Alerts Management
Using Queries to Develop a "Digital Assistant"Lesson 2:
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Business ObjectiveCreating Approval process for Sales Order Entered with Payment Terms different from the ones set
at the Customer Master record
SAP Business One Tables OCRD (Business Partners), ORDR (Sales Orders)
Query – Alerts
SELECT DISTINCT 'TRUE'
FROM OCRD T0 WHERE
T0."CardCode" = $[ORDR.CardCode]
AND
T0."GroupNum" <> $[ORDR.GroupNum]
SAP Business One Feature SAP Business One Sales Order, SAP Business One Approval Templates – Terms tab: Terms Based on User Queries
Using Queries to Develop a "Digital Assistant"Lesson 2:
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Business ObjectiveCreating an Approval process for Purchase Orders entered to a Vendor not seen in the Item Master Preferred Vendors
field
SAP Business One Tables OPOR (Purchase Order), ITM2 (Items - Multiple Preferred Vendors)
Query – AlertsSELECT DISTINCT 'TRUE' FROM OPOR T0 WHERE $[$4.0.0] NOT IN (SELECT T0."VendorCode" FROM ITM2 T0 WHERE
T0."ItemCode" = $[$38.1.0])
SAP Business One Feature SAP Business One Purchase Order, SAP Business One Approval Templates – Terms tab: Terms Based on User Queries
Using Queries to Develop a "Digital Assistant"Lesson 2:
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Business Process & Objective Contact Vendor, via Email, for No PO Confirmation after 2 Days
SAP Business One Tables OHEM (Employees), OSLP (Sales Employee), OPOR (Purchase Order), POR1 (Purchase Order - Rows), OUSR (Users)
Query
SELECT T0."DocNum", T0."CardCode" "Vendor", T0."CardName" "Name", T0."DocDate", T0."DocDueDate",
T0."NumAtCard" "Vendor Ref. No.", T2."SlpName" "Buyer", T3."lastName" || ', ' || T3."firstName" "Owner",
T4."U_NAME" "Entered By", T1."VisOrder" + 1 "Line", T1."ItemCode", T1."Dscription", T1."Quantity", T1."ShipDate",
T1."WhsCode"
FROM OPOR T0 INNER JOIN POR1 T1 ON T0."DocEntry" = T1."DocEntry" LEFT OUTER JOIN OSLP T2 ON T0."SlpCode" =
T2."SlpCode" LEFT OUTER JOIN OHEM T3 ON T0."OwnerCode" = T3."empID" INNER JOIN OUSR T4 ON T0."UserSign" =
T4."USERID"
WHERE T0."DocDate" < ADD_DAYS(CURRENT_DATE,-2)
AND IFNULL(T0."NumAtCard",'') = ''
AND T0."DocStatus" ='O’
AND T1."LineStatus" ='O'
Resolv for SAP B1 Feature Resolv Data Messenger - Query Message Type, Dynamic Recipients, Group By message separation
Using Queries to Develop a "Digital Assistant"Lesson 2:
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Business Process & Objective Auto Sending Sales Order Acknowledgement to Customer via Email
SAP Business One Tables ORDR (Sales Order), OCRD (Business Partner), OSLP (Sales Employee), OHEM (Employee), OCPR (Contact Persons)
Query
SELECT T0."DocEntry" As "DocEntry",T0."DocNum" As "DocumentNumber",T0."DocStatus" As
"DocumentStatus",T0."CardCode" As "BPCode",T0."CntctCode" As "ContactCode",T0."DocDate" As
"DocumentDate",T0."DocDueDate" As "DocumentDueDate",T0."DocTotal" As "DocumentTotal",T0."SlpCode" as
"SlpCode",T3."SlpName" as "Slp Name",T2."CardName" As "BPName",T2."Address" As "Address",T2."City" As
"City",T2."State1" As "State",T2."ZipCode" As "ZipCode",T2."Balance" As "BPBalance",T4."firstName" As
"EmployeeFirstName",T4."lastName" As "EmployeeLastName",T4."jobTitle" As "EmployeeTitle",T4."email" As
"EmployeeEmail",T5."Name" as "ContactName",T5."E_MailL" as "ContactEmail"
FROM ORDR T0 LEFT JOIN OCRD T2 ON T0."CardCode"= T2."CardCode"LEFT JOIN OSLP T3 ON T0."SlpCode"=
T3."SlpCode"LEFT JOIN OHEM T4 ON T0."OwnerCode"= T4."empID"LEFT JOIN OCPR T5 ON T0."CntctCode"=
T5."CntctCode“
WHERE T0."DocEntry"= @DocKey
Resolv for SAP B1 FeatureResolv Data Messenger – Transactional Message type, Dynamic Subject and body, HTML formatting,
Conditional suppression based on query.
Using Queries to Develop a "Digital Assistant"Lesson 2:
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Business Process & Objective Sending Customer a Text Message related to Tracking information of Delivery
SAP Business One Tables ODLN (Delivery), OCRD (Business Partner), OCPR (Contact Persons), DLN1 (Delivery row)
Query
SELECT DISTINCT T0."DocNum", T0."TrackNo", CASE WHEN IFNULL( T2."Name",'') ='' THEN T0."CardName" ELSE T2."Name" END as
"Name", T0."NumAtCard", CASE WHEN IFNULL(T2."Cellolar", '')='' THEN T1."Cellular" ELSE T2."Cellolar" END as "TextNumber",
T3."BaseRef" "Sales Order No."
FROM ODLN T0
INNER JOIN OCRD T1 ON T0."CardCode" = T1."CardCode"
LEFT OUTER JOIN OCPR T2 ON T0."CntctCode" = T2."CntctCode"
INNER JOIN DLN1 T3 ON T0."DocEntry" = T3."DocEntry"
WHERE IFNULL(T0."TrackNo",'') <> ''
AND IFNULL(CASE WHEN IFNULL(T2."Cellolar", '')='' THEN T1."Cellular" ELSE T2."Cellolar" END,'') <> ''
AND T0."DocEntry" = @DocKey
Resolv for SAP B1 Feature Resolv Data Messenger – Transactional Message – SMS (Text message) Delivery
Using Queries to Develop a "Digital Assistant"Lesson 2:
Building Custom Dashboards & Reports with SAP Business One Queries
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u
Lesson 3:
Once you have developed Queries, they can be utilized in several Report Writing and Analytics tools for SAP Business One
SAP Business One & Resolv Features Utilized in this Lesson• SAP Business One – Crystal Reports• SAP Business One – Interactive Analysis• SAP Business One – Pervasive Analytics• Resolv – Query & Report Launcher• SAP Analytics
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Examples:
Tools to reduce dead stock Visualization of Items with No Inventory Committed Quantity
Manage Labor and Warehouse Space Planning for In-bound Containers Arriving this Month
Improve SalesUsing Queries develop a KPI for Sales Analysis
Using Queries to add Sales Analysis to the SAP B1 Dashboard
Faster decision making Using Queries to obtain a report on the Freight Carrier used for Item & Ship To
Reduce Costs, Customer Service Issues, Quality
Using queries to obtain a report the Return History for an Item
Building Custom Dashboards & Reports with SAP Business One QueriesLesson 3:
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Business Process & Objective Visualization of Items with No Inventory Committed Quantity
SAP Business One Tables OITM (Items)
Query - User Defined ValuesSELECT T0."ItemCode", T0."ItemName", T0."OnHand" FROM OITM T0 WHERE
T0."IsCommited" = 0 ORDER BY T0."OnHand" DESC
SAP Business One Feature SAP Business One – Cockpit Count Widget
Building Custom Dashboards & Reports with SAP Business One QueriesLesson 3:
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Business Process & Objective Planning for In-bound Containers Arriving this Month
Resolv TablesAIS_CM_ CON3 (Resolv Container Details Main)
AIS_CM_CONH (Resolv Container Header)
Query - User Defined Values
SELECT T1."U_ShpRqNm", T1."U_ShpVia", T1."U_EstArvDt", T0."U_CntrNum",
T0."U_CntrTyp", T0."U_TrckNo", T0."U_CntSrlNo", T0."U_SealNo"
FROM "@AIS_CM_CON3" T0
INNER JOIN "@AIS_CM_CONH" T1 ON T0."U_ShpRqNm" = T1."U_ShpRqNm"
WHERE MONTH(T1."U_EstArvDt") = MONTH(CURRENT_DATE)
Resolv for SAP B1 Feature SAP Business One – Cockpit Count Widget, Resolv Container Management
Building Custom Dashboards & Reports with SAP Business One QueriesLesson 3:
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Business Process & Objective Using Queries to develop a KPI for Sales Analysis
SAP Business One TablesOSHP (Delivery Types), ORDR (Sales Orders), RDR1 (Sales Order row)
OCRD (Business partners), OCRG (Group Code)
Query - User Defined Values
SELECT T0."DocNum", T0."DocDate", T0."CardCode", T0."CardName", T1."ItemCode",
T1."LineTotal", T3."GroupName", T4."TrnspName"
FROM ORDR T0
INNER JOIN RDR1 T1 ON T0."DocEntry" = T1."DocEntry"
INNER JOIN OCRD T2 ON T0."CardCode" = T2."CardCode"
INNER JOIN OCRG T3 ON T2."GroupCode" = T3."GroupCode"
LEFT OUTER JOIN OSHP T4 ON T0."TrnspCode" = T4."TrnspCode"
SAP Business One FeatureSAP Business One Query Generator, SAP Business One Pervasive Analytics, SAP Business
One Cockpit KPI Widget
Building Custom Dashboards & Reports with SAP Business One QueriesLesson 3:
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Business Process & Objective Using Queries to add Sales Analysis to the SAP B1 Dashboard
SAP Business One TablesOSHP (Delivery Types), ORDR (Sales Orders), RDR1 (Sales Order row),
OCRD (Business Partners), OCRG (Group Code)
Query - User Defined Values
SELECT T0."DocNum", T0."DocDate", T0."CardCode", T0."CardName", T1."ItemCode",
T1."LineTotal", T3."GroupName", T4."TrnspName"
FROM ORDR T0
INNER JOIN RDR1 T1 ON T0."DocEntry" = T1."DocEntry"
INNER JOIN OCRD T2 ON T0."CardCode" = T2."CardCode"
INNER JOIN OCRG T3 ON T2."GroupCode" = T3."GroupCode"
LEFT OUTER JOIN OSHP T4 ON T0."TrnspCode" = T4."TrnspCode"
SAP Business One FeatureSAP Business One Query Generator, SAP Business One Pervasive Analytics, SAP Business
One Cockpit Dashboard Widget
Building Custom Dashboards & Reports with SAP Business One QueriesLesson 3:
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Business Process & ObjectiveUsing queries to obtain a report on the Freight Carrier used for Item
& Ship To
SAP Business One Tables OSHP (Delivery Types), ORDR (Sales Orders), RDR1 (Sales Order row)
Query - User Defined Values
SELECT Distinct T2."TrnspName" FROM RDR1 T0
INNER JOIN ORDR T1 ON T0."DocEntry" = T1."DocEntry" INNER JOIN OSHP T2 ON
T0."TrnsCode" = T2."TrnspCode" WHERE T1."CardCode" = $[ORDR.CardCode]
AND
T0."ShipToCode" = $[RDR1.ShipToCode]
AND
T0."ItemCode" = $[RDR1.ItemCode]
Resolv for SAP B1 Feature SAP Business One Sales Order, Resolv Query Launcher
Building Custom Dashboards & Reports with SAP Business One QueriesLesson 3:
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Business Process & Objective Using queries to obtain a report the Return History for an Item
SAP Business One Tables RDN1 (Returns rows), ORDN (Returns), ORER (Return Reason), OREA (Return Action),
Query - User Defined Values
SELECT T1."DocDate", T1."DocNum", T1."CardCode", T1."CardName", T0."Quantity",
T2."Reason", T3."Action"
FROM RDN1 T0 INNER JOIN ORDN T1 ON T0."DocEntry" = T1."DocEntry"
LEFT OUTER JOIN ORER T2 ON T2."AbsEntry"= T0."ReturnAct"
LEFT OUTER JOIN OREA T3 ON T3."AbsEntry"= T0."ReturnRsn"
WHERE T0."ItemCode" =$[$38.1.0]
Resolv for SAP B1 Feature Resolv Query Launcher
Building Custom Dashboards & Reports with SAP Business One QueriesLesson 3:
Automating the Creation of SAP Business One Pick Lists and Defining Customized Item & Bin Allocation Rules in SAP Business One with Resolv Allocations and SAP B1 Queries.
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Lesson 4:
Once you have developed Queries, they can be utilized to personalize and automate the creation of SAP Business One Pick Lists.
SAP Business One & Resolv Features Utilized in this Lesson• SAP Business One – Pick List• Resolv – Advanced Allocations
Automating the Creation of SAP Business One Pick Lists and Defining Customized Item & Bin Allocation Rules in SAP Business One with Resolv Allocations and SAP B1 Queries.
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Lesson 4:
Examples:
Increase customer service levels and manage warehouse & logistics resources.
Auto Release Amazon Orders
Single Item – Single Unit
Ship Complete Sales Order
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Business Process & Objective Auto Releasing Amazon Sales Orders
SAP Business One TablesORDR (Sales Order), RDR1 (Sales Order - Rows), OUSR (Users), OSHP (Delivery Types), PKL1 (Pick List
- Rows)
Resolv for SAP B1 Feature Resolv Advanced Allocations
Lesson 4:
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Query
SELECT 'Picker 1' AS "Name",IFNULL(OUSR."U_NAME",'') AS "Owner Code",ORDR."DocDate" AS "Pick Date", ORDR."Comments" AS "Remarks",'Y' AS "Inventory UoM",ORDR."DocEntry" AS "Order Entry",ORDR."DocNum" AS "Doc No",RDR1."LineNum" AS "Order Row ID",RDR1."OpenInvQty" - SUM(IFNULL(PKL1."PrevReleas",0)) AS "Released Quantity",ORDR."ObjType" AS "Base Object Type",RDR1."ItemCode" AS "Item No."
FROM ORDRLEFT JOIN RDR1 ON RDR1."DocEntry" = ORDR."DocEntry"LEFT JOIN OUSR ON OUSR."USERID" = ORDR."UserSign"LEFT JOIN OSHP ON OSHP."TrnspCode" = ORDR."TrnspCode"LEFT OUTER JOIN PKL1 ON PKL1."BaseObject" = ORDR."ObjType" AND PKL1."OrderEntry" = ORDR."DocEntry" AND PKL1."OrderLine"= RDR1."LineNum" AND PKL1."PickStatus" NOT IN ('C')
WHERE ORDR."Confirmed" = 'Y' AND ORDR."DocStatus" = 'O'
AND ORDR."CardCode" = 'C0002' -- Amazon
GROUP BY 1,OUSR."U_NAME",ORDR."DocDate",ORDR."Comments",5,ORDR."DocEntry",ORDR."DocNum",RDR1."LineNum",RDR1."OpenInvQty",ORDR."ObjType",RDR1."ItemCode"
HAVING RDR1."OpenInvQty" - SUM(IFNULL(PKL1."PrevReleas",0)) > 0
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Business Process & Objective Single Item – Single Unit
SAP Business One TablesORDR (Sales Order), RDR1 (Sales Order - Rows), OUSR (Users), OSHP (Delivery Types),
PKL1 (Pick List - Rows)
Resolv for SAP B1 Feature Resolv Advanced Allocations
Lesson 4:
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Query
SELECT 'Picker 1' AS "Name",IFNULL(OUSR."U_NAME",'') AS "Owner Code",ORDR."DocDate" AS "Pick Date", ORDR."Comments" AS "Remarks",'Y' AS "Inventory UoM",ORDR."DocEntry" AS "Order Entry",ORDR."DocNum" AS "Doc No",RDR1."LineNum" AS "Order Row ID",RDR1."OpenInvQty" - SUM(IFNULL(PKL1."PrevReleas",0)) AS "Released Quantity",ORDR."ObjType" AS "Base Object Type",RDR1."ItemCode" AS "Item No."
FROM ORDRLEFT JOIN RDR1 ON RDR1."DocEntry" = ORDR."DocEntry"LEFT JOIN OUSR ON OUSR."USERID" = ORDR."UserSign"LEFT JOIN OSHP ON OSHP."TrnspCode" = ORDR."TrnspCode"LEFT OUTER JOIN PKL1 ON PKL1."BaseObject" = ORDR."ObjType" AND PKL1."OrderEntry" = ORDR."DocEntry" AND PKL1."OrderLine"= RDR1."LineNum" AND PKL1."PickStatus" NOT IN ('C')
WHERE ORDR."Confirmed" = 'Y' AND ORDR."DocStatus" = 'O'
AND ORDR."DocEntry" IN (SELECT S0."DocEntry" FROM RDR1 S0 WHERE S0."LineStatus" ='O' GROUP BY S0."DocEntry" HAVING COUNT ( S0."LineNum" ) = 1)
GROUP BY 1,OUSR."U_NAME",ORDR."DocDate",ORDR."Comments",5,ORDR."DocEntry",ORDR."DocNum",RDR1."LineNum",RDR1."OpenInvQty",ORDR."ObjType",RDR1."ItemCode"
HAVING RDR1."OpenInvQty" - SUM(IFNULL(PKL1."PrevReleas",0)) = 1
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Business Process & Objective Ship Complete Sales Order
SAP Business One TablesORDR (Sales Order), RDR1 (Sales Order - Rows), OUSR (Users), OSHP (Delivery Types), PKL1 (Pick List
- Rows)
Resolv for SAP B1 Feature Resolv Advanced Allocations
Lesson 4:
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Query
SELECT 'Picker 1' AS "Name",IFNULL(OUSR."U_NAME",'') AS "Owner Code",ORDR."DocDate" AS "Pick Date", ORDR."Comments" AS "Remarks",'Y' AS "Inventory UoM",ORDR."DocEntry" AS "Order Entry",ORDR."DocNum" AS "Doc No",RDR1."LineNum" AS "Order Row ID",RDR1."OpenInvQty" - SUM(IFNULL(PKL1."PrevReleas",0)) AS "Released Quantity",ORDR."ObjType" AS "Base Object Type",RDR1."ItemCode" AS "Item No."
FROM ORDRLEFT JOIN RDR1 ON RDR1."DocEntry" = ORDR."DocEntry"LEFT JOIN OUSR ON OUSR."USERID" = ORDR."UserSign"LEFT JOIN OSHP ON OSHP."TrnspCode" = ORDR."TrnspCode"LEFT OUTER JOIN PKL1 ON PKL1."BaseObject" = ORDR."ObjType" AND PKL1."OrderEntry" = ORDR."DocEntry" AND PKL1."OrderLine"= RDR1."LineNum" AND PKL1."PickStatus" NOT IN ('C')
WHERE ORDR."Confirmed" = 'Y' AND ORDR."DocStatus" = 'O'
AND ORDR."PartSupply" = 'N' -- Ship Complete
GROUP BY 1,OUSR."U_NAME",ORDR."DocDate",ORDR."Comments",5,ORDR."DocEntry",ORDR."DocNum",RDR1."LineNum",RDR1."OpenInvQty",ORDR."ObjType",RDR1."ItemCode"
HAVING RDR1."OpenInvQty" - SUM(IFNULL(PKL1."PrevReleas",0)) > 0
Developing Custom Inventory Replenishment Formulas in Resolv with SAP Business One Queries
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Lesson 5:
Once you have developed Queries, they can be utilized as custom replenishment formula within ResolvInventory Planning.
SAP Business One & Resolv Features Utilized in this Lesson• Resolv – Inventory Planning
Embedding Business Process Rules within EDI and 3PL Transactional Data with SAP B1 Queries
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Lesson 6:
Drive efficiencies and reduce errors & order processing cycle time.
SAP Business One & Resolv Features Utilized in this Lesson• Resolv – EDI• Resolv – 3PL
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Examples:
Increase efficiency of EDI process, reduce manual manipulation of transactions, reduce errors and time to completion.
Developing customized business processing rules, based on specific information or conditions within
outbound data exchanges with Resolv EDI
Developing customized business processing rules, based on specific information or conditions for
Web Orders; Setting Freight Terms based on a UDF HEADER
Developing customized business processing rules, based on specific information or conditions for
Web Orders; Setting Freight Terms for Free Freight based on Ship To Code HEADER
Custom Rules in 3PL Data
Developing customized business processing rules, based on specific information or conditions for
Web Orders; Setting Third Party Freight based on Carrier Code HEADER
Developing customized business processing rules, based on specific information or conditions for
Web Orders; Updating Country of Origin UDF based on Item ROW
Lesson 6:Embedding Business Process Rules within EDI and 3PL Transactional Data with SAP B1 Queries
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Business Process & Objective
Developing customized business processing rules, based on specific
information or conditions within outbound data exchanges with
Resolv EDI
SAP Business One Tables OSLP (Sales Employee), OINV (A/R Invoice)
Query - User Defined Values(SELECT T1."SlpName" FROM OINV LEFT JOIN OSLP T1 ON T1."SlpCode" =
OINV."SlpCode" WHERE OINV."DocNum" = {DocNum})
Resolv for SAP B1 Feature Resolv EDI Export Configuration Document Type A/R Invoices
Lesson 6:Embedding Business Process Rules within EDI and 3PL Transactional Data with SAP B1 Queries
EXPERT ONLINE TRAINING WWW.ACHIEVEITS.COM
Business Process & Objective
Developing customized business processing rules, based on specific
information or conditions for Web Orders; Setting Freight Terms based
on a UDF on the Sales Order Header
SAP Business One Tables ORDR (Sales Orders), OCRD (Business Partner)
Query - User Defined Values
UPDATE ORDR
SET ORDR."U_AISShipProf"=(SELECT OCRD."U_AISShipProf" FROM OCRD WHERE OCRD."CardCode" =
ORDR."CardCode")
WHERE "DocEntry" = '{ImportDocEntry}'
Resolv Feature Resolv EDI Customer Configuration -SQL Commands - Header SQL Commands
Lesson 6:
Important Note: An UPDATE in a query is not supported by SAP for “Standard” fields and tables. Please only use with User Defined Fields to ensure support from SAP.
Embedding Business Process Rules within EDI and 3PL Transactional Data with SAP B1 Queries
EXPERT ONLINE TRAINING WWW.ACHIEVEITS.COM
Business Process & ObjectiveDeveloping customized business processing rules, based on specific
information or conditions for Web Orders; Updating Country of Origin UDF
based on Item ROW
SAP Business One Tables RDR1 (Sales Order rows), OITM (Items)
Query - User Defined ValuesUPDATE RDR1 SET "U_CountryOrg" = (SELECT OITM."U_CountryOrg" FROM OITM WHERE
OITM."ItemCode" = RDR1."ItemCode") WHERE "DocEntry" = '{ImportDocEntry}'
Resolv for SAP B1 Feature Resolv EDI Customer Configuration -SQL Commands - Line SQL Commands
Lesson 6:
Important Note: An UPDATE in a query is not supported by SAP for “Standard” fields and tables. Please only use with User Defined Fields to ensure support from SAP.
Embedding Business Process Rules within EDI and 3PL Transactional Data with SAP B1 Queries
EXPERT ONLINE TRAINING WWW.ACHIEVEITS.COM
Business Process & Objective Custom Business Rules to limit records sent in 3PL Data
SAP Business One Tables OCRD (Business Partner)
Query - User Defined Values (OCRD."CardType" <> 'L')
Resolv Feature Resolv 3PL Export Configuration – Where Clause
Lesson 6:Embedding Business Process Rules within EDI and 3PL Transactional Data with SAP B1 Queries
EXPERT ONLINE TRAINING WWW.ACHIEVEITS.COM
Business Process & Objective Custom Business Rules to replace the values sent in 3PL Data
SAP Business One Tables OCRD (Business Partner), OSLP (Sales Employee)
Query - User Defined ValuesSELECT T1."SlpName" FROM OCRD T0 LEFT OUTER JOIN OSLP T1 ON T0."SlpCode" = T1."SlpCode" WHERE T0."CardCode" = OCRD."CardCode"
Resolv Feature Resolv 3PL Export Configuration – HANA (SQL) Function/Formula
Lesson 6:Embedding Business Process Rules within EDI and 3PL Transactional Data with SAP B1 Queries
EXPERT ONLINE TRAINING WWW.ACHIEVEITS.COM
Business Process & Objective Custom Business Rules to replace the values received from 3PL Data
SAP Business One Tables DUMMY (DUMMY is a HANA syntax used when data is not selected from any table)
Query - User Defined Values SELECT ADD_DAYS(NOW(),4) FROM DUMMY
Resolv Feature Resolv 3PL Import Configuration – HANA (SQL) Function/Formula
Lesson 6:Embedding Business Process Rules within EDI and 3PL Transactional Data with SAP B1 Queries
EXPERT ONLINE TRAINING WWW.ACHIEVEITS.COM
Question and Answer
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Next Expert Online Training Session
Wednesday, October 23, 2019
Understanding SAP Business One Costing & Pricing and
Resolv Advanced Customer Pricing