Management Software Solutions
We help businesses manage for success
Cleveland – Columbus – Cincinnati - Pittsburgh
Copyright 2016 LBSi * 10749 Pearl Rd., Suite 2A * Strongsville, OH 44136
Long Business Systems, Inc
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Presented by: Keith Taylor, Vice President LBSi
Agenda:
• Authorizations – covered in Part 1
• Query Manager – covered in Part 1
• Table / Field Names – covered in Part 1
• Query Wizard – partially covered in Part 1
• Query Generator
• Query Menu Structure
• Tip of the Day
Copyright 2016 LBSi * 10749 Pearl Rd., Suite 2A * Strongsville, OH 44136
LBSi Monthly Webinar Series:
November 2016
Introduction to Queries – Part 2
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• Authorizations required:
• Query Generator
• New Queries
• Create / Edit Categories (Sub menus)
• Create/Run Saved Queries corresponding to sub menus (Full, View,
None)
• Execute Non-select SQL Statement (Full, None)
• Modify SQL Statement (Full, None)
Copyright 2016 LBSi * 10749 Pearl Rd., Suite 2A * Strongsville, OH 44136
Authorizations
• Query Wizard (Full, None)
• Query Manager (Full, Read, None)
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• Can be used to access queries
• Maintenance of query menus
• Add new menu options
• Organize menus
• Delete queries
• Query Groups for authorizations
• Authorization Groups noted in Menu names
Copyright 2016 LBSi * 10749 Pearl Rd., Suite 2A * Strongsville, OH 44136
Query Manager
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• Turn on System information to be able to determine table
and field names (Tool Bar  View  System information)
• Hover over fields (not the labels) to determine table and field
names.
• Tables – 4 digits (alpha-numeric)
• Marketing document table structure
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•
•
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Purchase order – OPOR
Purchase order line – POR1 (drop the first letter of OPOR and add 1)
AR Invoice – OINV
Invoice Line – INV1 (drop the first letter of OINV and add 1)
Sales Order – ORDR
Sales Order Line – RDR1 (drop the first letter of ORDR and add 1)
Copyright 2016 LBSi * 10749 Pearl Rd., Suite 2A * Strongsville, OH 44136
Table and Field Names
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• Guides users through the process of creating a
“simple” query (step 1 of 5)
• Select Tables (step 2 of 5)
• Select Fields - Can choose multiple fields at one time
(step 3 of 5)
• Sorting Options for fields (step 3 of 5)
• Choose “key” fields even when not needed so that golden
arrows are available
• Group (Y/N) [Discussed in future session]
• Compare Fields (Total Records, Amount, Average, Minimum,
Maximum [Discussed in future session]
Copyright 2016 LBSi * 10749 Pearl Rd., Suite 2A * Strongsville, OH 44136
Query Wizard
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• Display Conditions and Relations (filters in the query)
(step 4 of 5)
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•
•
•
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Business partner – customers only
Items – certain item groups
Documents – certain statuses
Use of field values
Use of and / Or for multiple conditions
Summary step – displays query (Step 5 of 5)
Copyright 2016 LBSi * 10749 Pearl Rd., Suite 2A * Strongsville, OH 44136
Query Wizard (continued)
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• Review Query
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•
•
•
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Query Edit Mode
Explanation of query, tables, and fields
Add (NOLOCK) after table names
Double click to sort on columns
Saving Queries
Copyright 2016 LBSi * 10749 Pearl Rd., Suite 2A * Strongsville, OH 44136
Query Wizard (continued)
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• Used more by intermediate users as opposed to the
Query Wizard which is more for beginners
• Similar to Query Wizard without the wizard
• Same structure of building the query with the
following key areas:
• Select: Choose the fields from the table selected
• Fields in bold are contained in additional tables such as the item group
table in order to display the name of the item group
• From: Auto filled in with table name from your selection
• Where: Item group = certain group, business partner = customer type,
etc.
Copyright 2016 LBSi * 10749 Pearl Rd., Suite 2A * Strongsville, OH 44136
Query Generator
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• Sort by: Define how you want the query sorted
• Multiple sorts can be chosen with comma in between
each field
• Group By: [advanced usage will be covered in later
session]
• Execute: click to execute the query
• Add (NOLOCK) after table names as covered in the
Query Wizard section
• Display is the same as if the query was generated
using the Query Wizard
Copyright 2016 LBSi * 10749 Pearl Rd., Suite 2A * Strongsville, OH 44136
Query Generator (continued)
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• Has Ransomware or a hardware failure ever affected you personally
or through your company? Most of you will say - yes so you know
how critical your backup procedures should be.
• Use this opportunity at year end to verify and confirm that your
backups of your critical data are working.
• To do so you will want to check your logs, talk to your IT server
internal staff or support vendor to confirm that they are being
created as often as you feel is necessary (minimum of once per day
more often depending on your company requirements).
• Test your backups: In order to verify that your backups are working
you must perform a test restore of your critical files.
• To test a restore of your SAP database, you could obtain a copy of
the database off of one of your recent backups and restore the SAP
database to a new demo or test database.
Copyright 2016 LBSi * 10749 Pearl Rd., Suite 2A * Strongsville, OH 44136
Tip of the Day – Backups
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• Enter your addresses in each field of the address component
window in order to populate the address block. All fields go to
correct location in SAP and your shipping integration software
Copyright 2016 LBSi * 10749 Pearl Rd., Suite 2A * Strongsville, OH 44136
Tip of the Day – Address Component
window
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• Next Meetings:
o Tuesday, December 13, 2016
o 1099 Reporting
o Tuesday, January 10, 2017
o To be determined
Copyright 2016 LBSi * 10749 Pearl Rd., Suite 2A * Strongsville, OH 44136
Long Business Systems, Inc. (LBSi)
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Please take a few minutes to 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?
Copyright 2016 LBSi * 10749 Pearl Rd., Suite 2A * Strongsville, OH 44136
Thank you for taking time to participate in the
SAP Business One User Group Meeting.
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Contact Information:
Keith Taylor, Vice President, LBSi
Email: [email protected]
Phone: 440-846-8500 ext. 126
Skype: Keith.Taylor.LBSi
Twitter: KeithTaylorLBSi
Copyright 2016 LBSi * 10749 Pearl Rd., Suite 2A * Strongsville, OH 44136
Thank You
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