XITSAD

C h a p te r
In s ta lla tio n o f S A P B u s in e s s O n e
Le sson 1
I n s t a lla t io n o f M S
S Q L S e rv e r
2 0 0 5
Le sson 2
M S
S Q L S e rv e r 2 0 0 5 B a c k u p
an d
R e s to re P ro c e d u re
Le sson 3
S A P B u s in e s s O n e I n s t a lla t io n
L e s s o n
1 .1
1 .2
I n s t a lla t io n
S u p p o rte d
D e s k to p
o f M S
S Q L
S e rv e r 2 0 0 5
E n v ir o n m e n t s
M ic r o s o ft O ffic e
X P P r o fe s s io n a l
M ic r o s o ft O ffic e
2 0 0 3 S t a n d a r d / P r o fe s s io n a l
P r o c e s s F lo w
T h e fo llo w in g
fig u r e
p r o v id e s
an
o v e r v ie w
o f t h e in s t a lla t io n
pro ce ss.
1 .3
S te p
P ro c e s s
1 . P u t th e
S A P
B u s in e s s
O n e
F u ll P r o d u c t C D
in t o
y ou r C D
R O M
Lau n ch e r
doe s
d r iv e .
Th e
C D
Lau n ch e r
n ot
a ppe a r,
h om e page
d o u b le - c lic k
a ppe a rs.
th e
If th e
A u to ru n .e x e
C D
file
fr o m
th e
ro o t
d ir e c t o r y .
C h o o s e I n s t a ll S e r v e r .
Th e
C D
Lau n ch e r
in s t a lle d o n
To
s k ip
d e te c ts
th a t
M ic r o s o ft
S Q L
S e rv e r
is
n ot
y o u r c o m p u te r.
th e
in s t a lla t io n
of
S Q L
S e rv e r,
L a u n c h e r p r o c e e d s t o t h e in s t a lla t io n
P a th :
M S S Q L
S p la s h
> >
S e rv e r
2 0 0 5
ch oose
S k ip .
Th e
C D
o f t h e S e r v e r a p p lic a t io n .
S ta n d a rd
E d it io n
> >
S e rv e rs
> >
I n s t a ll
S te p
2 .
T ic k
th e
box
of
lic e n s in g
te rm s
an d
c o n d it io n .
A n d
ch oose
N e x t.
S te p
3 . C lic k I n s t a ll t o c o n t in u e t o t h e c o n fig u r a t io n
ph ase .
S te p
4 . C lic k N e x t t o c o n t in u e .
S te p
5 . C lic k N e x t a ft e r t h e
s y s te m
c o n fig u r a t io n
c h e c k in g .
S te p
6 . S e le c t t h e c o m p o n e n t s t o b e in s t a lle d
a n d c lic k
N e x t.
S te p
7 . S e le c t in s t a n c e n a m e ( d e fa u lt in s t a n c e ) a n d c lic k
N e x t.
S te p
8 . S e le c t s e r v ic e
accou n t
(u s e
th e
b u ilt - in
s y s te m
a c c o u n t) a n d
c lic k N e x t .
S te p
9 .
S e le c t
a u t h e n t ic a t io n
p a s s w o r d b e lo w
an d
m ode
( m ix e d
m o d e ),
s p e c ify
th e
c lic k N e x t .
( U s e r a c c o u n t : s a / p a s s w o r d : B 1 a d m in 1 2 3 4 5 6 7 8 )
S te p
1 0 . S e le c t c o lla t io n
S te p
1 1 . S e le c t t h e
s e t t in g s ( S Q L C o lla t io n s ) a n d c lic k
p r e fe r r e d
e rro r
re po rt
s e t t in g
N e x t.
( o p t io n a l) a n d
c lic k
N e x t.
S te p
1 2 . C lic k I n s t a ll t o s t a r t t h e in s t a lla t io n .
S te p
1 3 . C lic k F in is h .
L e s s o n
M S
S Q L
S e rv e r
2 0 0 5
B a c k -u p
a n d
R e s to re
P ro c e d u re
2 .1
B a c k -u p
S te p
1 . Log
F or
in
P ro c e d u re
to
S Q L S e r v e r M a n a g e m e n t S t u d io .
W in d o w s
c o n n e c t io n
F or
th e n
S Q L
A u t h e n t ic a t io n
s e le c t C o n n e c t . ( a p p lic a b le
fo r lo c a l
o n ly )
A u t h e n t ic a t io n
in p u t t h e
lo g in
n am e
an d
th e
pa ssw o rd
s e le c t C o n n e c t .
P a th : S ta rt > >
P ro gra m s
> >
S Q L
S e rv e r 2 0 0 5
> >
S Q L S e rv e r
M a n a g e m e n t S t u d io .
S te p
2 . S e le c t t h e d a t a b a s e
N o te :
A t
m in im u m
to b e
back u p.
y ou
n e e d
to
v e r ify
th re e
t h in g s
on
t h is
s c r e e n . F ir s t , t h a t t h e c o r r e c t d a t a b a s e is s e le c t e d . S e c o n d ,
th a t
th e
back u p
ch oose
th e
s p e c ify
w h e th e r
b a c k u p to
ty p e
back u p
is
file
S Q L
th e b a c k u p
se t
to
n am e .
S e rv e r
F U LL.
O n
th e
s h o u ld
F in a lly
O p t io n s
r e p la c e
or
y ou
ta b
n e e d
to
y ou
can
appe n d
th e
file .
P a t h : R ig h t C lic k s e le c t e d d a t a b a s e
> >
Task > >
B a c k -u p
1 0
S te p
3 . C lic k
Th e n
S te p
add
b u tto n
to
s e le c t t h e
d e s t in a t io n
file
of y ou r back u p.
c lic k o k .
4 . C lic k o k . T h e b a c k - u p c o m p le t e d
s u c c e s s fu lly .
1 1
2 .2
R e s to re
S te p
P ro c e d u re
to b e
R e s to re d .
P a t h : R ig h t C lic k s e le c t e d d a t a b a s e
S te p
In
th e
G e n e ra l
n a v ig a t e d
to
c o m p u te r w h e re
th e
F ro m
page ,
th e
to b e
c lic k
back u p
th e
D a ta b a s e
ta b
Task
> >
R e s to re
R e s to re d .
th e
file .
If
F ro m
D e v ic e
y o u 'r e
r a d io
r e s t o r in g
o r ig in a l d a t a b a s e r e s id e s y o u
r a d io
b u tto n
d a t a b a s e . I t w ill a u t o m a t ic a lly
o p t io n s
> >
s e le c t e d
an d
b u tto n
on
can
th e
an d
sam e
ju s t le a v e
ch oose
s e le c t t h e b a c k u p . C lic k in g o n
th e
th e
b r in g s u s t o t h e s e c o n d p a r t o f t h e d ia lo g .
1 2
S te p
3 .
O n
th e
O p t io n
page ,
e x is t in g d a t a b a s e ) a n d
S te p
s e le c t
re s to re
o p t io n
s e le c t r e c o v e r y s t a t e t h e n
4 . C lic k O k . T h e r e s t o r e o f d a t a b a s e
c o m p le t e d
( o v e r w r it e
th e
s e le c t O k .
s u c c e s s fu lly .
1 3
L e s s o n
S A P
B u s in e s s O n e
3 .1
P ro c e s s
3 .2
S A P
Th e
S e rv e r
T o o ls
B 1
is
S e r v e r T o o ls
pack age
of
s e r v ic e s
u se d
by
th e
S A P
B u s in e s s
O n e S e r v e r a p p lic a t io n . I t in c lu d e s t h e fo llo w in g s e r v ic e s :
L ic e n s e
M a n a g e r
a p p lic a t io n
an d
B a c k u p
a llo w s
T h is
s e r v ic e
m e c h a n is m .
m a c h in e o t h e r t h a n
S B O
lic e n s e
is
You
m a n d a to ry .
can
in s t a ll
It
m an age s
t h is
s e r v ic e
th e
on
t h e S A P B u s in e s s O n e S e r v e r .
T h is
s e r v ic e
s c h e d u lin g
is
o p t io n a l. I t p e r fo r m s
o f a u t o m a t ic
d a ta b a s e
back u ps. M u st be
back u ps
in s t a lle d
on
th e
S A P B u s in e s s O n e S e r v e r .
S B O
M a ile r
m a ils ,
fa x e s ,
fu n c t io n a lit y
O n e
S e rv e r
y ou
w a n t fa x
S B O
D I
acce ss
T h is
an d
is
or
d a ta b a s e .
S M S
on e
of
is
o p t io n a l.
m e ssage s
a v a ila b le
o n ly
th e
in
fr o m
It
e n a b le s
S A P
B u s in e s s
I s r a e l. I n s t a lle d
w o r k s t a t io n s
u se rs
on
d e p e n d in g
se n d
O n e .
th e
on
to
Th e
S A P
e -
S M S
B u s in e s s
w h e th e r
or
n ot
s e r v ic e s .
S e rv e r
to -
s e r v ic e
an d
T h is
s e r v ic e
m a n ip u la t io n
R e q u ir e s
s p e c ia l
s e r v ic e , r e fe r t o t h e S D K
of
is
o p t io n a l.
th e
lic e n s e .
S A P
F or
It
e n a b le s
B u s in e s s
m o re
m u lt i- s e s s io n
O n e
C om pan y
in fo r m a t io n
on
t h is
H e lp C e n t e r .
1 4
S te p
1 . G o
to
M y
C o m p u te r > >
C lic k E x p lo r e > >
R ig h t c lic k
Pack age s > >
th e
d e v ic e
S e r v e r T o o ls > >
u se d
in
S A P
> >
S e tu p .
1 5
S te p
2 .
W h e n
T o o ls
S te p
3 .
In
th e
W e lc o m e w in d o w
o f t h e s e t u p w iz a r d fo r t h e S e r v e r
a p p e a r s , c h o o s e N e x t t o c o n t in u e .
th e
C u s to m e r
an d
I n fo r m a t io n
w in d o w ,
s e le c t w h e t h e r y o u
e n te r
y ou r
n am e
com pan y
d e t a ils
a v a ila b le
o n ly t o t h e c u r r e n t u s e r o r a n y u s e r w h o lo g s o n
an d
w a n t S e r v e r T o o ls t o b e
t o t h is
c o m p u te r.
1 6
S te p
S te p
4 . In
5 .
th e S e tu p T y p e
W h e n
F in is h .
th e
You
w in d o w
C o m p le t e
can
n ow
an d
th e n
c lo s e
th e
C D
c h o o s e N e x t.
w in d o w
Lau n ch e r
a ppe a rs,
an d
ch oose
c o n t in u e
w it h
t h e n e x t s e c t io n .
1 7
3 .3
S te p
1 . G o
o f S A P B 1
to
M y
C o m p u te r > >
C lic k E x p lo r e > >
S te p
2 .
W h e n
S e rv e r
th e
R ig h t c lic k
Pa ck age s > >
W e lc o m e w in d o w
th e
d e v ic e
S e r v e r T o o ls > >
u se d
in
S A P
> >
S e tu p .
o f t h e s e t u p w iz a r d fo r t h e S e r v e r
a p p e a r s , c h o o s e N e x t t o c o n t in u e .
1 8
S te p
3 .
In
th e
C u s to m e r
I n fo r m a t io n
an d
w in d o w ,
s e le c t w h e t h e r y o u
e n te r
y ou r
n am e
com pan y
d e t a ils
a v a ila b le
o n ly t o t h e c u r r e n t u s e r o r a n y u s e r w h o lo g s o n
an d
w a n t S e r v e r T o o ls t o b e
t o t h is
c o m p u te r.
S te p
4 . O n
t h e S e r v e r I n s t a lla t io n
T y p ic a l
to
in s t a ll
th e
page , ch oose :
S e rv e r
a p p lic a t io n
an d
S e rv e r
T o o ls
on
t h e s a m e m a c h in e .
C u s to m iz e
t o in s t a ll t h e S e r v e r a p p lic a t io n
a n d S e r v e r T o o ls o n
d iffe r e n t m a c h in e s . T h e
in s t a lla t io n
a p p lic a t io n
pro ce ss
a llo w in g
w ill
y ou
s to p
a fte r
to p u t th e C D
in s t a llin g
th e
S e rv e r
in t o a d iffe r e n t m a c h in e .
1 9
S te p
S te p
5 . T h e E d it D a t a w in d o w , s e le c t M S
6 .
In
th e
su bse qu e n t
E d it
D a ta
s e t t in g s fo r S Q L S e r v e r a n d t h e n
S e rv e r n a m e
t y p ic a lly
th e
S Q L 2 0 0 5
w in d o w ,
ch oose
m a c h in e
a n d c h o o s e N e x t.
e n te r
th e
c o n n e c t io n
N e x t:
on
w h ic h
S Q L S e r v e r is
in s t a lle d
U se r n am e
s a by
P a ssw o rd
B 1 A d m in
th a t y o u
ch an ge
d e fa u lt
t h is
by
d e fa u lt .
pa ssw o rd
W e
s t r o n g ly
a fte r th e
re co m m e n d
in s t a lla t io n
of S A P
B u s in e s s O n e .
2 0
S te p
7 . In
Th e
t h e S t a r t C o p y in g
s e tu p
w iz a r d
d e p e n d in g
on
F ile s w in d o w , c h o o s e N e x t .
b e g in s
th e
c o p y in g
n u m be r
of
file s .
de m o
T h is
m ay
d a ta b a s e s
ta k e
y ou
w h ile
ch ose
to
in s t a ll.
S te p
8 . In
th e
S e tu p
C o m p le t e
w in d o w , c h o o s e
F in is h
t o c o m p le t e t h e
in s t a lla t io n .
Th e
C D
Lau n ch e r
c o m p le t e s
th e
in s t a lla t io n
of
th e
S e rv e r
a p p lic a t io n .
If y ou
T o o ls
o f
ch ose
w ill
th e
n e x t
T y p ic a l in s t a lla t io n , t h e
appe ar
S e rv e r
s e c t io n .
S e rv e r
page
a u t o m a t ic a lly .
T o o ls
If
y ou
a ppe a rs
a n d c o n t in u e w it h
a p p e a rs
ch ose
an d
a n d
C u s to m
th e n
s e tu p
W a it
w iz a r d
u n t il
th e n
th e
c o n t in u e
in s t a lla t io n ,
ch oose
o f th e
s e tu p
C u s to m
w a it
S e rv e r
w iz a r d
w it h
th e
u n t il t h e
S e rv e r
T o o ls
t h e n e x t s e c t io n .
2 1
3 .4
You
can
S A P
B 1
C lie n t
in s t a ll t h e C lie n t a p p lic a t io n
F ro m
th e
lo c a t e d
S A P
B u s in e s s
O n e
fr o m
t w o lo c a t io n s :
S e rv e r, ru n
t h e c lie n t s e t u p . e x e file
a t:
\ \ S A P B u s in e s s O n e \ B 1 _ S H R \ C lie n t s \ C lie n t _ S e t u p \ s e t u p . e x e .
W h e n
t h e s e t u p w iz a r d o f t h e
F ro m
c lie n t a p p e a r s , c o n t in u e w it h
S te p 1 .
t h e S A P B u s in e s s O n e C D :
P u t th e
C D
fo r th e C D
in
th e
C D -R O M
d r iv e
L a u n c h e r h o m e p a g e to
o f th e
C h o o s e I n s t a ll C lie n t .
S e le c t B u s in e s s O n e C lie n t A p p lic a t io n
W h e n
S te p
th e
s e tu p
w iz a r d
fo r
th e
w o r k s t a t io n
an d
w a it
a ppe a r.
a n d c h o o s e I n s t a ll.
c lie n t a p p e a r s , c o n t in u e
w it h
1 .
2 2
2 3
S te p
S te p
1 . In
2 .
In
t h e W e lc o m e w in d o w , c h o o s e N e x t .
th e
C om pan y
C u s to m e r
n am e s
S e r v e r L o g in
an d
w in d o w
I n fo r m a t io n
th e n
w in d o w ,
ch oose
e n te r
N e x t. T h e
a p p e a rs . E n te r y o u r S A
y ou r
E x is t in g
U se r
an d
D a ta b a s e
p a s s w o rd a n d th e n
c h o o s e N e x t.
2 4
S te p
3 .
In
th e
acce pt
C h oose
th e
D e s t in a t io n
d e fa u lt
lo c a t io n .
L o c a t io n
w in d o w ,
A lt e r n a t iv e ly ,
ch oose
ch oose
N e x t
B ro w se
to
to
s e le c t a d iffe r e n t lo c a t io n .
S te p
4 . In
t h e S e le c t P r o g r a m
T h e s e t u p w iz a r d
F o ld e r w in d o w , c h o o s e N e x t .
s t a r t s c o p y in g file s .
2 5
S te p
5 .
W h e n
th e
C o m p le t e
w in d o w
a ppe a rs,
ch oose
F in is h .
3 .5
P a tc h -u p
S B O
S e rv e r
N o t e : S e q u e n c e in
S te p
P a tc h
u p . D o in s t a ll/ u n in s t a ll p e r p a t c h
le v e l.
1 . U n in s t a ll
D I - A P I ( if in s t a lle d )
D TW
( if in s t a lle d )
S D K
X LR
S te p
( if in s t a lle d )
a n d o t h e r A d d - O n s ( if in s t a lle d )
2 . I n s t a ll P L p a c k a g e s
u p g ra d e
S ta rt
S e rv e r
O n e > >
t o o ls
(g o
to
S ta rt
> >
pro gra m s
> >
S A P
B u s in e s s
S e r v ic e M a n a g e r )
U p -g ra d e r
com m on
D I A P I ( if n e e d e d )
D TW
S D K
( if n e e d e d )
( if n e e d e d )
U p -g ra d e r
3 .6
U p g ra d e P a th
T h is
p a th
u p g r a d in g
h as
h e lp
w it h in
th re e
fr o m .
d a ta b a s e -u p g ra d e s
2 0 0 5
v a r ia t io n s
You r
y ou
d e p e n d in g
cu rre n t
a re
S P 0 1
p a tc h
a b o u t to
on
th e
a ls o
s p e c ific
p a tc h
d e t e r m in e s
h ow
y ou
a re
m an y
p e r fo r m .
2 6
S te p
1 . B a c k u p
y o u r d a ta b a s e
B a c k u p th e C o m m o n
S te p
d a ta b a s e a n d
2 . U p g ra d e C o m m o n
U pgra de
th e
a ll y o u r C o m p a n y d a t a b a s e s .
d a ta b a s e
C om m on
d a ta b a s e
on
t h e S A P B u s in e s s O n e s e r v e r
m a c h in e .
S te p
3 . U p g r a d e t h e a d m in is t r a t o r
In
case
y ou
h av e
an
c lie n t
a d m in is t r a t o r
c lie n t ,
u pgra de
it
by
c o n n e c t in g t o y o u r c o m p a n y d a t a b a s e .
S A P
re co m m e n ds
S A P
B u s in e s s
le t s
y ou
th a t y o u
O n e
p e r fo r m
se rv e r
m a c h in e
a d m in is t r a t iv e
w it h o u t in t e r r u p t in g t h e
S te p
in s t a ll t h e a p p lic a t io n
s o ftw a r e o n
( a d m in is t r a t o r
ta s k s
fr o m
c lie n t ) .
th e
T h is
y o u r s e r v e r m a c h in e
c o m p a n y w o r k s t a t io n s .
4 . U p g ra d e y o u r C o m p a n y d a ta b a s e s
T h is
s te p
is
o n ly
r e le v a n t
to
p a tc h e s
th a t
in c lu d e
d a ta b a s e
u pgra de
S te p
5 . R e p e a t S te p s 2
R e p e a t s te p s
D o
n ot
to
u pgra de
to
4
u n t il y o u
y ou r
h av e
re a ch e d
y o u r t a r g e t r e le a s e .
b e fo r e
r e a c h in g
to
y ou r
t a r g e t r e le a s e
S te p
6 . U p g r a d e y o u r w o r k s t a t io n s
U pgra de
u pgra de d
th e
th e
o r g a n iz a t io n
C om m on
C o m p a n y D a ta b a s e s to
d a ta b a s e ,
o n ly
a fte r
a d m in is t r a t o r
y ou
c lie n t ,
h av e
an d
t h e t a r g e t r e le a s e .
2 7
Upgrade Process
U p g ra d e
Server upgrade
Client upgrade
Company upgrade
SAP AG 2003
You
can
d o w n lo a d
th e
u pgra de
file
fr o m
th e
S M B
P o rta l
at
h t t p :/ / s e r v ic e . s a p . c o m / s b o - s w c e n t e r .
Th e u pgra de
p r o c e s s c o n s is t s o f t h r e e s t a g e s :
S e rv e r u p g ra d e : You
ru n
O n e S e rv e r. Th e u pgra de
C lie n t
th e
u p g ra d e :
n e x t t im e
c lie n t u p g r a d e
D a ta b a s e
u pgra de
be
T h is
is
y ou
on
lo g
is
on
u pgra de
a ls o
file
on
th e
S A P B u s in e s s
to
th e
is
c a r r ie d
ou t
a u t o m a t ic a lly
c lie n t . Y o u
n e e d
to
p e r fo r m
th e
e v e r y s in g le c lie n t .
u p g ra d e : W h e n
a ls o
u pgra de
r u n s a u t o m a t ic a lly .
c lie n t
c a r r ie d
don e on ce an d can
pro ce ss
th e
v a lid
y ou
ou t on
be
acce ss
d o n e fr o m
w h e n
com pan y
it a u t o m a t ic a lly .
y ou
a n y u pgra de d
a p p ly
d a ta b a s e , a n
T h is
su ppo rt
o n ly
h as
to
c lie n t .
pack age
or
p a tc h .
2 8
License ManagerL i c e n s e
M a n a g e r
License
Manager
SAP
Business
One
Test
Server
SAP
Business
One
Development
Server
License
File
Production
Server
SAP Business Clients

SAP Add-On Solutions
Partner Add-On Solutions
SAP AG 2003
Th e
lic e n s e s
s o lu t io n s
a re
m an age r
is
se rv e r
fo r
a ll
u se rs
c e n t r a lly
a
s o ftw a r e
t o o ls . I t c a n
of
S A P
m an age d
be
s e r v ic e
by
B u s in e s s
th e
th a t
in s t a lle d
on
O n e
lic e n s e
is
pa rt
an y
of
an d
an y
a d d -o n
m a n a g e r. Th e
th e
c o m p u te r
S A P
lic e n s e
B u s in e s s
w it h in
th e
O n e
com pan y
n e tw o rk .
Th e
lic e n s e s
fo r
a ll
a re
k in d
of
ty p e s o r a d d -o n
S e v e ra l
lic e n s e
u se
S A P
on e
u se
in
th e
a lic e n s e f ile . Y o u
p a c k a g e s
B u s in e s s
an d
c e n tra l
lic e n s e
code
in
(s u c h
o n ly n e e d o n e lic e n s e file
as
lic e n s e s
fo r
O n e
th e
S e rv e r
sam e
lic e n s e
in s t a lla t io n s
lic e n s e
m an age r
fo r
can
file .
T h is
y ou
w h o le
th e
th a t
s y s te m
is
a lw a y s
se v e ra l
sam e
v a lid
fo r
com pan y
lic e n s e
n am e d
d a ta b a s e s
fr o m
th e
u s e r. If th e
or
e v e n
sam e
y ou
can
la n d s c a p e
lic e n s e
file .
u se r
H o w e v e r,
B u s in e s s
u se r
if t h e
u se r
acce sse s
h as
th e
c h e c k is in d e p e n d e n t fr o m
Th e
lic e n s e
fr o m
S A P.
Th e
a u t h o r iz a t io n
t r a n s a c t io n
ch e ck
fo r m
in
r e q u ir e d
S A P
lic e n s e
t h e a u t h o r iz a t io n
c o n t r o ls
ch e ck
if
y ou
c o n t r o ls
h as
th e
se v e ra l se rv e rs,
W h e n e v e r
u se r
s e r v e r , t e s t s e r v e r , d e v e lo p m e n t s e r v e r , a n d s o o n ) .
s a m e t im e .
u se
m e an s
a c c e s s t h e s a m e d a t a b a s e o n ly t w ic e a t t h e
ch e ck s
s p e c ia l
s o lu t io n s ) .
m an age r
( p r o d u c t io n
s to re d
lic e n s e
fo r
on e
O n e ,
sam e
h e
can
u se r
can
th e
t h a t fo r m . T h is
s y s te m
lic e n s e
ch e ck .
h av e
if
bou gh t
y ou
th e
h av e
g ra n te d
th e
to th e u s e r.
2 9
Requesting and Adding a License

R e q u e s t in g
a n d
A d d in g
License Manager
a L ic e n s e
http://service.sap.com/licensekey
Select a customer installation
and create a new system
License Key
Request
Enter System Details

Hardware Key M1028424123
Next
Select components for license

package
License
File
Components
(SAP or Partners)
Number of Users
Validity Dates
E-mail with
License File
Submit
To
r e qSAP
u AGe2003
st
lic e n s e , y o u
n e e d
to
e n te r th e
s e t t in g s o f t h e
t o c o n n e c t t o y o u r lic e n s e s e rv e r. T h e lic e n s e
y ou .
Th e
h a rd w a re
th e s e rv e r o n
k e y
w h ic h
th e
t o re q u e s t a lic e n s e
You
th e n
w ay
to th e
In
th e
acce ss
firs t
in s t a lla t io n
E n te r
a ll
sy ste m
O n
ste p
fo r
p a rtn e r
th e
h a rd w a re
da ta
m a n a g e r is in s t a lle d . Y o u
of
P o rta l
an d
e n te r th e
re q u e s t is t h ro u g h
th e
lic e n s e
y ou
d e t a ils
ty pe ) a n d pa ste
file . T h e
w ill
k e y
w an t
of
th e
to
th e
k e y
to
(m o th e rb o a rd )
of
n e e d th e
v a lid it y
y ou
h a rd w a re
k e y
re q u e s t,
re q u e s t
L ic e n s e
K e y
R e qu e st. Th e
lis t
s p e c ify
can
of
be
y ou
n e e d
lic e n s e
fo rm
k e y
fro m
lic e n s e s
th e
d ire c t
h t t p : / / s e rv ic e .s a p .c o m / lic e n s e k e y .
re q u e s t
h a rd w a re
com pon e n ts
re c e iv e
F u rth e rm o re ,
S A P
fro m
(su ch
in t o t h e
to
an d
as
s e le c t
c re a te
re le a s e ,
th a t
h av e
cu stom e r
n e w
sy ste m .
da ta ba se ,
an d
in c lu d e d in
th e
c o rre c t fie ld .
S A P o r d e v e lo p e d b y
n u m be r of n am e d
th e
a
t h e n e x t s t e p , y o u n e e d t o s e le c t t h e c o m p o n e n t s t h a t s h a ll b e
lic e n s e
lic e n s e
S M B
k e y
w h ic h
sy ste m
g e n e ra te d
m an age r an d
fo r in s t a lla t io n .
th e
lic e n s e
is
lic e n s e
m a n a g e r re tu rn s a h a rd w a re
be e n
g iv e n
S A P p a rtn e rs . T h e
ou t
u s e r fo r e a c h
to
c u s to m e rs .
com pon e n t
an d
da te .
th e n
g e n e ra te s
a tta ch m e n t
to
an
lic e n s e
e - m a il.
file
W h e n
fo r
y ou
t h is
h av e
sy ste m
re c e iv e d
an d
th e
se n ds
it
to
e - m a il, s a v e
y ou
th e
as
an
lic e n s e
f i l e t o y o u r s e r v e r s f i l e s y s t e m . E n t e r t h e s e t t i n g s o f t h e l i c e n s e m a n a g e r , b r o w s e
fo r th e
N ote :
lic e n s e
file , a n d s e le c t Im p o rt L ic e n s e
A ft e r in s t a lla t io n , y o u
lic e n s e .
T h is
im m e d ia t e ly
w it h o u t
fo r a
as
th e
lic e n s e
s o ftw a re
can
m e an s
e a rly
a t th e
u se
y ou
w a it in g
as
S A P
can
F ile .
s ta rt
y ou r
fo r o n e
m on th
fo r y o u r lic e n s e . H o w e v e r, y o u
p o s s ib le , p re fe ra b ly
w it h o u t a
im p le m e n t a t io n
im m e d ia t e ly
p ro je c t
s h o u ld a p p ly
a fte r y o u
in s t a ll
c u s t o m e r s it e .
3 0
License Administration
L ic e n s e A d m in is t r a t io n
SAP Components
Partner Components
Licenses for
SAP AG 2003
A fte r
th e
y ou
add
do
t h is
L ic e n s e
th e
th e
lic e n s e
in d iv id u a l lic e n s e s
in
th e
lic e n s e
lic e n s e
in
file
th e
to
th e
a d m in is t r a t io n
A d m in is t r a t io n .
a s s ig n m e n t
m u st
Th e
n ot
s u p e r u s e r s ( a d m in is t r a t o r s ) c a n
In
th e
lic e n s e
lic e n s e s
a s s ig n e d
fo r
to
a d m in is t r a t io n ,
e ach
an y
a n d e x p ir a t io n
lic e n s e
lic e n s e
to
m a n a ge r, y o u
y ou r n am e d
m u s t a s s ig n
u se rs. Yo u
u n d e r A d m in is t r a t io n
u se r
be
fo r
w h om
c o n n e c te d
y ou
to
w a n t to
th e
can
L ic e n s e
ch an ge
s y s te m .
O n ly
c h a n g e t h e lic e n s e a s s ig n m e n t .
y ou
c o m p o n e n t, th e
u s e r ( A v a ila b le
file
can
a ls o
n u m be r
L ic e n s e
v ie w
th e
o f lic e n s e s
to ta l n u m b e r
th a t a re
N u m b e rs ), a n d
th e
of
n ot y e t
b e g in
d a te
d a te .
3 1
C r e a t in g
To
c re a te
n e w
C o m p a n y . Th e n
com pan y ,
a C o m p a n y
ch oose
A d m in is t r a t io n
C h o o s e
c h o o s e N e w . E n t e r t h e fo llo w in g d a t a :
C om pan y N am e
D a ta b a s e
L o c a l S e t t in g s
C h a rt o f A c c o u n ts
N am e
3 2
Company Details
C o m p a n y
D e t a ils
General
Company Name
Address
Communication
Accounting Data
Tax information
Holiday calendar
Basic Initialization
Critical Settings (!):
Chart of accounts
Template
Local currency - System
currency
Balance display
Account segmentation
Inventory valuation
Purchase accounts system
Company Details
A fte r
y ou
h av e
i ni tSAP
i aAGl i2003
z a t io n
S y s te m
c re a te d
an d
O n
th e
G e n e ra l
is
d is p la y in g
m e n u
com pan y
th e
ta b ,
th e
in fo r m a t io n
in
in
Th e
a re a
ta x
B a s ic
I n it ia liz a t io n
d o c u m e n t s in
You
D a ta
y ou
re co rds
th e
b a s ic
d a ta
of
th e
is u s e d o n ly in t e r n a lly fo r
of
th e
S A P
B u s in e s s
O n e
p r in t e d d o c u m e n t s . Y o u
can
in fo r m a t io n , s u c h
so
o n . H e re
y ou
as
can
th e
n am e
a ls o
s e le c t
c a le n d a r .
ta b
c o n t a in s
th e
m ost
m o s t o f th e m
s e le c t o n e
a
c r it ic a l
s e t t in g s
a fte r y o u
o f s e v e ra l C h a rt o f A c c o u n ts
c h a rt o f a c c o u n ts
a t th e
sam e
in
ch a rt
of
m ig r a t io n
d e c id e
d e c id e
on
a c c o u n ts
in
th e
h a v e c re a te d
You
s p e c ify
You
d e c id e
is
th e
T e m p la t e s . B y
tr a n s fe r th e a c c o u n t
s t ill n e e d t o e n s u r e t h e
c o rre c t. Y o u
s y s te m ,
or
can
a ls o
im p o r t
d e fin e
on e
u s in g
G /L
y ou r
th e
w o rk be n ch .
th e L o c a l C u rre n c y a n d th e S y s te m
h ow
C r e d it B a la n c e w it h
t e m p la t e , y o u
t im e . Y o u
ow n
You
a re a
ta x
ID s , a n d
a re a
c o m m u n ic a t io n
fie ld
be u se d on
A c c o u n t D e t e r m in a t io n
You
p e r fo r m
d iffe r e n t la n g u a g e s .
can n ot ch an ge
d e t e r m in a t io n
d a ta
s h o u ld
C h oose
th e c o m p a n y :
can
s e le c t in g
an d
N am e
h e ade r
can
tw o
y o u r h o lid a y
s y s t e m , s in c e
th e
o ffic e , fe d e r a l t a x
a n d m a in t a in
Th e
a ddre ss
C om pan y
o th e r d a ta
A c c o u n t in g
d e t a ils .
C o m p a n y D e t a ils .
s to re d . T h e
tre e . T h e
d a ta b a s e , y o u
com pan y
s t o r e a ll g e n e r a l d a t a
o f th e
com pan y
th e
m a in t a in
c r e d it
N e g a t iv e S ig n
w h e th e r y o u
if y o u
b a la n c e
is
d is p la y e d
C u rre n cy .
w it h
th e
D is p la y
in d ic a t o r .
w a n t t o u s e a c c o u n t s e g m e n t a t io n .
w a n t t o a c t iv a t e t h e in v e n t o r y s y s t e m
an d h ow
it is h a n d le d .
3 3
P a th s
Paths
f o r M i cfor
r o sMicrosoft
o f t E x c e l Excel
E x p o r tExports,
s , P i c t u r Pictures,
e s , a n d A tand
ta c h m
Attachments
e n ts
Server
General Settings
Posting Periods
Sales
Budget
Services
Display
Background
Microsoft Word Templates Folder
\\<server>\B1_SHR\WordDocs\English
Microsoft Excel Folder
\\<server>\B1_SHR\ExelDocs
Picture Folder
\\<server>\B1_SHR\Bitmaps
Attachments Folder
\\<server>\B1_SHR\Attachments
Path
Items
Extensions Folder
Current Scanner
Cancel
OK
SAP AG 2003
D u r in g
th e
S A P
B u s in e s s
fo r
th e
c lie n t
fo r
th e
(S H R
M ic r o s o ft
th e P a th
ta b
B 1 _ S H R
se rv e r.
d ir e c t o r y
T h is
E x ce l
to
t h is
d ire c to ry
e x p o rts ,
S y s te m
d e fin e
is
d ir e c t o r y
s ta n d s fo r s h a r e ) . I n
s o ftw a r e ,
th e n
th e
O n e
sh a re d
a d d it io n
a ls o
p ic t u r e s ,
th e p a th s to
is
an d
a tta c h m e n ts .
G e n e ra l
C h oose
S e t t in g s
an d
t h e s e d ir e c t o r ie s :
B 1 _ S H R \ E x c e lD o c s - fo r e x p o r t s t o M ic r o s o ft E x c e l
B 1 _ S H R \ B it m a p s - fo r p ic t u r e s in
B 1 _ S H R \A tta c h m e n ts
fo r
file s
c e n t r a l d ir e c t o r ie s
on
a ll c lie n t
t o t h e in s t a lla t io n
c o n t a in s
c re a te d
w it h
m a s te r d a ta
a tta c h m e n ts
of
a ll t y p e s
to
in t e r n a l
e - m a ils , c o n t a c t s , a n d s o o n .
N o te : T h e
E x t e n s io n s
F o ld e r
is
o n ly
r e le v a n t fo r
th e
G e rm a n
S t a m p - it
a d d -o n .
3 4
Path to Microsoft Word Templates

P a th
to
M ic r o s o f t W o r d
T e m p la t e s
Server
General Settings
Posting Periods
Sales
Budget
Services
Display
Background
Microsoft Word Templates Folder
\\<server>\B1_SHR\WordDocs\English
Microsoft Excel Folder
\\<server>\B1_SHR\ExelDocs
Picture Folder
\\<server>\B1_SHR\Bitmaps
Attachments Folder
\\<server>\B1_SHR\Attachments
Path
Items
Extensions Folder
Current Scanner
Cancel
OK
T hSAP
e AG 2003
B 1 _ S H R
d ir e c t o r y
to
W o rd.
M ic r o s o ft
s to re s
th e
th e
t e m p la t e s
c o u n try . C o p y
th e
B 1 _ S H R
th e p a th
to
on
th e
se rv e r
a ls o
th e
th e
c lie n t , w h e r e
r e q u ir e d
t e m p la t e s
C h oose
G e n e ra l
t e m p la t e s
S e t t in g s
th e
th e
t e m p la t e s
d ir e c t o r y .
t h is d ir e c t o r y in
T h e fo llo w in g
m u s t c o n t a in
D u r in g
an d
th e
th e y
to
a re
th e
to
s o rte d
M ic r o s o ft W o r d
e x p o rte d
r o u t in e
a c c o r d in g
to
W o r d D o c s d ir e c t o r y in
th e n
be
in s t a lla t io n
th e
P a th
ta b
S y s te m
to
d e fin e
T e m p la t e s F o ld e r fie ld .
a r e a v a ila b le :
D o c m n h l1 . d o c
- fo r a ll c u s t o m e r a n d v e n d o r d o c u m e n t s
C u s tA c c o u n ts .d o c
- to
T o D o L e tte rs .d o c
to
e x p o r t C u s t o m e r R e c e iv a b le s A g in g
e x po rt
ope n
in v o ic e s
u s in g
th e
O pe n
I t e m s L is t
3 5
Path to Exported Microsoft Word Files

P a th
to
E x p o rte d
M ic r o s o f t W o r d
F ile s
C:\Program Files\SAP\SAP Business One\WordDocs
Client
SAP AG 2003
Th e re
is
a ls o
s y s te m
s to re s
c re a te s
com pan y
to
W o rdD o cs
a ll
d ir e c t o r y
e x p o rte d
s e p a ra te
W o rd
d ir e c t o r y
d a ta b a s e .
d ir e c t o r ie s
In
fo r e v e r y
e ach
b u s in e s s
fo r
on
e v e ry
file s .
e ach
t h is
d ir e c t o r y ,
com pan y
com pan y
is
w it h
d ir e c t o r y ,
p a r tn e r fo r w h o m
th e
th e
y ou
w h e re
th e
s y s te m
n am e
s y s te m
th e
o f th e
c re a te s
e x p o rt d o c u m e n ts
M ic r o s o ft W o r d .
Th e
s y s te m
s to re s
th e
d ir e c t o r ie s
ou t
u n de r
th e
o f th e
file
e x p o rte d
c u s to m e r
c o r r e s p o n d in g
n am e
c o n s is t in g
( fo r e x a m p le , o u t g o in g
in v o ic e ) a n d
Th e
e x p o rte d
s y s te m
O pe n
Ite m s
s to re s
L is t )
th e
d ir e c t ly
in
of
th e
T h is
fu n c t io n
is
p o s s ib le
o n ly
w h e n
v e n dor
d o c u m e n ts
p a r t n e r s . T h is
n am e
of
th e
is
in
c a r r ie d
docu m e n t
ty p e
th e d o c u m e n t n u m b e r.
re p o rts
th e
an d
b u s in e s s
( C u s t o m e r R e c e iv a b le s
com pan y
c o n s is t s o f t h e r e p o r t n a m e a n d t h e d a t e
In
c lie n t . T h is
d ir e c t o r y .
w h e n
Th e
file
A g in g ,
n am e
it w a s c r e a t e d .
M ic r o s o ft W o r d is in s t a lle d o n
e v e ry
c lie n t .
3 6
Docmnhl1.doc
D o c m n h l1 . d o c
Header
Items
Service items
General document fields
Footer
SAP AG 2003
To
m e e t
t e m p la t e
y ou r
fo r
r e q u ir e m e n t s ,
c u s to m e r
D o c m n h l1 . d o c in
You
M a t r ix
adapt
D o c m n h l1 . d o c ,
d o c u m e n ts .
To
do
so,
th e
ope n
c h o o s e a d d it io n a l fie ld s .
o p t io n s :
G e n e ra l dro pdo w n
a n d fo o te r
can
v e n dor
M ic r o s o ft W o r d t o
h a v e t h e fo llo w in g
an d
y ou
lis t : H e r e
y ou
can
in s e r t fie ld s
in
th e
h e ade r
s e c t io n s o f t h e d o c u m e n t .
L in e s
dro pdo w n
lis t :
H e re
y ou
can
in s e r t
fie ld s
in
th e
in
th e
it e m s t a b le .
M a t r ix
S e r v ic e
dro pdo w n
lis t : H e r e
y ou
can
in s e r t fie ld s
s e r v ic e it e m s t a b le .
M a t r ix
S u m m a ry
in s e r t fie ld s in
th e
by
d o c u m e n ts
dro pdo w n
lis t :
H e re
y ou
can
g e n e r a l d o c u m e n t s s e c t io n .
3 7
SAP Business One Service Manager

S A P
B u s in e s s O n e S e r v ic e
M a n a g e r
Set service
Select service
Start service
Double-click
Pause service
Stop service
SAP AG 2003
Th e
S A P
B u s in e s s
a u t o m a t ic a lly w h e n
A fte r
th e
O n e
y ou
S e r v ic e
in s t a lla t io n , y o u
n e e d
M a n a g e r b y r u n n in g t h e file
p a th
A fte r
M an age r
an d
it s
s e r v ic e s
a re
in s t a lle d
in s t a ll t h e S A P B u s in e s s O n e s e r v e r .
to
s ta rt th e
S A P
B u s in e s s
S e r v e r M a n a g e r . e x e in
O n e
S e r v ic e
d r iv e : \ \ < I n s t a lla t io n
o f S A P B u s in e s s O n e > \ S e r v ic e M a n a g e r .
y ou
a ppe a rs
S e r v ic e
pau se ,
s ta rt
on
th e
th e
M a n a ge r,
or
s to p
S A P
B u s in e s s
W in d o w s
s e r v ic e s
O n e
ta s k b a r.
To
t h is
in d iv id u a lly
S e r v ic e
ope n
ic o n .
You
w it h in
M a n a ge r,
th e
can
th e
S A P
n e w
ic o n
B u s in e s s
O n e
s e le c t ,
S A P
s e t,
B u s in e s s
s ta rt,
O n e
S e r v ic e M a n a g e r .
T h e fo llo w in g
s e r v ic e s a r e p r o v id e d :
S A P B u s in e s s O n e B a c k u p S e r v ic e
S A P B u s in e s s O n e M a il S e r v ic e
3 8
Backup Service
Connection
Settings
Database
s e r v ic e
S c h e d u le :
w h e n
h a s t h e fo llo w in g
You
can
d e fin e
s e t t in g s :
back u p
s c h e d u le
th a t
d e t e r m in e s
b a c k u p s a r e p e r fo r m e d .
S e t t in g s :
S e r v ic e
Schedule
2003a c k u p
T hSAP
e AG b
B a c k u p
You
m u st
e n te r
back u p
d ir e c t o r y
an d
te m p o ra ry
d ir e c t o r y .
C o n n e c t io n : Y o u
y ou
w an t
B u s in e s s
as
th e
th e
O n e
m u s t s e le c t t h e
s e r v ic e
to
S e r v ic e s
M ic r o s o ft
M ic r o s o ft S Q L s e r v e r o n
back u p
a re
d a ta b a s e s .
u s u a lly
S Q L
S e rv e r,
th e
com pan y
in s t a lle d
th e
B e cau se
on
co rre ct
th e
sam e
s e t t in g
w h ic h
th e
is
S A P
se rv e r
u s u a lly
( lo c a l) .
D a ta b a s e s :
S e le c t
d a ta b a s e s
to
be
sav e d
by
th e
s e r v ic e .
You
m u st se t u p
Th e
a d v a n ta g e
S Q L
E n t e r p r is e
d ir e c t o r ie s
in
o f th e
th e
is
y ou
d a ta b a s e s
file s
fr o m
in
t h is
a n d d e le t e s
If
y ou
u s in g
th e p a c k e d
s ta rt a
to
r e lo a d
s t a r t it .
in t o
back u p
M ic r o s o ft S Q L
s e r v ic e
a ls o
in c lu d e s
th e
( a t t a c h m e n t s , im a g e s , a n d M ic r o s o ft
b a c k u p , t h e s e r v ic e fir s t c o m p r e s s e s t h e
a n d t h e d ir e c t o r ie s in
te m p o ra ry
d ir e c t o r y
th e
d ir e c t o r y . I t t h e n
a
s in g le
* . z ip
th e c o n te n ts o f th e te m p o ra ry
w an t
th e
th e
th a t
g e n e r a l s e t t in g s
s e le c t e d
com pan y
can
b a c k u p s e r v ic e o v e r a b a c k u p u s in g t h e M ic r o s o ft
M an age r
E x c e l file s ) . W h e n
in d iv id u a lly
t h e b a c k u p s e r v ic e b e fo r e y o u
back u p,
y ou
E n t e r p r is e
file
t h e g e n e r a l s e t t in g s
pack s
in
th e
th e
co m pre sse d
back u p
d ir e c t o r y
d ir e c t o r y .
m u st
M an age r
lo a d
an d
th e
d a ta b a s e
copy
th e
back u p
c o n te n ts
of
d ir e c t o r ie s m a n u a lly in t o t h e d ir e c t o r ie s .
3 9
Mail Service
M a il S e r v ic e
Schedule
Connection
Settings
Database
SAP AG 2003
T h e m a il s e r v ic e h a s t h e fo llo w in g
S c h e d u le :
You
can
d e fin e
s e t t in g s :
s c h e d u le
to
s p e c ify
w h e n
o u t g o in g
m e s s a g e s w ill b e s e n t .
S e t t in g s : Y o u
n e e d
to
e n te r
m a il s e r v e r fo r o u t g o in g
y ou
u se
y ou r
an
S M S
pa ssw o rd
s p e c ify
fa u lt y
s e r v ic e
fo r
w h e th e r
IP
p r o v id e r
t h is
u se rs
th e
a ddre ss
e - m a ils , a s
to
s e r v ic e
w ill
se n d
h e re .
r e c e iv e
C o n n e c t io n : Y o u
th e
com pan y
S A P
n am e
S M S
B u s in e s s
se rv e r
as
th e
m u s t s e le c t t h e
d a ta b a s e s
O n e
fo r
s e r v ic e s
A d d it io n a lly ,
n o t ific a t io n
M ic r o s o ft
to e a c h
to
S Q L
y ou
u s u a lly
S e rv e r,
a re
can
d e fin e a
e - m a il s e n t .
w h ic h
lo c a t e d . S in c e
in s t a lle d
th e
can
c o n fir m
M ic r o s o ft S Q L s e r v e r o n
m a il s e r v ic e
a re
of y ou r
m e s s a g e s , e n te r
o r s u c c e s s fu l t r a n s m is s io n . F u r t h e r m o r e , y o u
s ig n a t u r e t h a t is a u t o m a t ic a lly a d d e d
o r th e
w e ll a s e n c o d in g s e t t in g s . I f
on
s e t t in g
is
th e
th e
sam e
n o r m a lly
( lo c a l) .
D a ta b a s e :
S e le c t
th e
d a ta b a s e s
th a t
y ou
w an t
to
u se
w it h
th e
W in F a x
P ro
r e q u ir e
an y
m a il s e r v ic e .
To
se n d
1 0 .0
fa x e s
w it h in
th e
fr o m
S A P
n e tw o rk
B u s in e s s
of
th e
in s t a ll S y m a n t e c
o r g a n iz a t io n .
s p e c ia l c o n fig u r a t io n s o r s e t t in g s t o
O n e ,
w o r k w it h
It
doe s
n ot
S A P B u s in e s s O n e .
S y m a n t e c W in F a x P r o 1 0 . 0 m u s t b e p u r c h a s e d s e p a r a t e ly .
4 0
s e r T y p e s a n d
Users TypesUand
Defaults
D e f a u lt s
Defaults
General (Address and
Communication Data)
Logistics and
Accounting Defaults
Print Settings
Credit Card Accounts
2 Types
Users
Superusers
Have all authorizations
Authorizations in
accordance with General
Authorization Management
and Data Ownership
SAP AG 2003
To
be
a b le
s y s te m .
to
To
w o rk
do
s y s te m . C h o o s e
U s e rs
to
pa ssw o rd
an d
be
c a s e - s e n s it iv e .
Th e
an d
a u t h o r iz a t io n s
of
fo r
th e
m u st
m a s te r
u se r
d a ta
w h o le
ow n
pa ssw o rd,
d e fin e d
o w n e r s h ip .
s y s te m
a ls o r e s e t p a s s w o r d s o f o t h e r u s e r s .
You
can
d e fin e
s e t o f d e fa u lt v a lu e s
u s e r s b y e n t e r in g it in t o t h e
in
on
d e fin e d
G e n e ra l
Th e
th e
to
in
th e
th e
D e f in e
u s e r - s p e c ific
th a t th e
e n t r ie s
u se r
ge n e ra l
a
( fo r
u se r
a re
ch oose s
is
to
e x a m p le ,
if
s u p e ru s e r. A
th a t y o u
D e fa u lt s
be
C h a n g e P a s s w o rd .
If
b e id e n t ifie d a s a
can
o r m o re
N ote
G e n e ra l
a re
m u s t lo g
re co rds.
a lp h a n u m e r ic .
h is
u se r can
u se r
re co rd
D e f in it io n s
u se r
D e f in it io n s
th ro u g h
a d m in is t r a t o r ) , t h e
or
O n e , th e
m a s te r
m a in t a in
ch an ge
m an age m e n t
B u s in e s s
u se r
n u m e r ic
To
S A P
a
c re a te
can
in
t h is ,
can
th e n
r e c e iv e
h e
is
fu ll
an
su pe ru se r
a s s ig n
to
on e
fie ld .
4 1
G e n e r a l A u t h o r iz a t io n s
General Authorizations
Authorization
Objects
Authorizations
Behrendt
Administration
Financials
Read-Only
Krueger
Loewe
Sales Opportunities
Read-Only
Sales A/R
Purchasing A/P
Business Partners
Read-Only
Read-Only
manager
Riemann
Drag &
Drop
Schmidt
Full Authorization
Read-Only
Read-Only
Banking
Inventory
Production
Schuy
Training
Read-Only
Various Authorizations
Read-Only
Full Authorization
Full Authorization
Define Bill of Materials
Weber
Production Order
Walter
Receipts from Production
Winter
Full Authorization
Read-Only
Issues for Production
MRP
Users
Max. Discount
Expand
Collapse
Use Encryption
Ok
Cancel
Full Authorization
Read Only
No Authorization
Authorization Level
SAP AG 2003
C h oose
You
u se
th e
o b je c ts )
to
ge n e ra l
fo r
can
th e
u se r
th e
A u t h o r iz a t io n s
m an age m e n t
or
to
fu n c t io n a lit ie s
s y s te m .
A u t h o r iz a t io n
d a ta
o f t h is a u t h o r iz a t io n
N o
O n ly
ge n e ra l
d e fin e d
w h o
Th e
Th e re
a re
a s s ig n
th e
( a u t h o r iz a t io n
th re e
d iffe r e n t
is
Th e
u se r
d is p la y
an d
ch an ge
o b je c t.
u se r
can
o n ly
d is p la y
d a ta
of
t h is
Th e
u se r
h as
n o
acce ss
to
t h is
w it h
th e
o b je c t.
a u t h o r iz a t io n s .
g e n e r a l a u t h o r iz a t io n
to
can
o b je c t.
copy
p r e v io u s ly
in
F u ll
You
u se rs
m a n a g e g e n e r a l a u t h o r iz a t io n s .
le v e ls fo r g e n e r a l a u t h o r iz a t io n s :
R e a d
to
s p e c ia l t r a n s a c t io n s
in d iv id u a l
S y s te m
G e n e r a l A u t h o r iz a t io n
r e c e iv e
t h is
S e le c t
th e
u se r
a n d d r a g a n d d r o p t h is u s e r t o
ge n e ra l
a u t h o r iz a t io n .
Th e
s y s te m
a u t o m a t ic a lly c o p ie s t h e g e n e r a l a u t h o r iz a t io n s .
You
can
c re a te d
c re a te
w it h
a d d it io n a l a u t h o r iz a t io n
th e
S o ftw a r e
lis t o f a u t h o r iz a t io n
A d d it io n a l
D e v e lo p m e n t K it . T h e s e
o b je c ts
o b je c ts fo r fo r m s th a t y o u
u n d e r t h e t it le
S y s te m
to
adde d
to th e
U s e r A u t h o r iz a t io n s . C h o o s e
C re a to r
w ill b e
h av e
c re a te
an d
m a in t a in
n e w
o b je c ts .
4 2
Data Ownership
D a ta
O w n e r s h ip
Business Partner Master Record
Document
Header Data
Business Partner
Contents
Document Type
Item/Service
Item No.
1
2
Item Description
Quantity
Owner
Header Data
Sales Employee
Owner
D a ta
o w n e r s h ip
w it h in
docu m e n t
SAP AG 2003
be e n
c re a te d
ow n e r
m e an s
an d
as
h is
is
an
th a t
e v e ry
a s s ig n e d
e m p lo y e e
d a ta
to
docu m e n t
an
o w n e r.
m a s te r re c o rd
o w n e r s h ip
or
s e t t in g s
e v e n
T h is
in
e v e ry
ow n e r
h u m an
c o n tro l
w h o
lin e
m u st
it e m
h av e
re so u rce s. Th e
can
d is p la y
an d
c h a n g e th e d o c u m e n t.
W h e n
y ou
s y s te m
bu y e r
e n te r a
acce sse s
or
th e
b u s in e s s
th e
s a le s
p a r t n e r in
b u s in e s s
th e h e a d e r o f th e d o c u m e n t, th e
p a rtn e r m a s te r re c o rd
e m p lo y e e
to
copy
it
in t o
th e
a n d r e t r ie v e s t h e
r e le v a n t
fie ld
in
th e
d o c u m e n t.
If th e
b u y e r o r s a le s e m p lo y e e
t h is e m p lo y e e
th e
If
lin e
th e
th e
You
th e
or
s a le s
c u rre n t
ow n e r of th e
can
ch an ge
lin e
th e
e m p lo y e e
u se r
is
a c t iv a t e
S y s te m
th e
E x c e p t io n s
is
n ot
d e fa u lt e d
d e fa u lt , b u t o n c e
th e
to
an y
ow n e r
e m p lo y e e
of th e
m a ste r
docu m e n t
an d
an
ow n e r
is
a s s ig n e d , o n ly
u se r can
t h is
a lw a y s a c c e s s
d a t a o w n e r s h ip a u t h o r iz a t io n s , c h o o s e
an d
s e le c t
th e
O w n e r
F ilt e r in g
D a ta
O w n e r s h ip
A c t iv e
in d ic a t o r .
h a v e t h e fo llo w in g o p t io n s :
N o F ilt e rin g : T h e d o c u m e n t is a v a ila b le fo r a ll u s e rs . D a t a o w n e rs h ip is n o t

a c t iv e
B y
fo r th a t d o c u m e n t ty p e .
h e ade r
an d
c o n s id e re d t o b e
a s s ig n e d
as
c h a n g e th e o w n e r. A
F u r th e r m o r e , fo r e v e r y d o c u m e n t y o u
ow n e r o f
d o c u m e n ts .
To
m a s te r re c o rd ,
it e m s .
o w n e r o r a su pe ru se r ca n
h is o w n
e m p lo y e e
it e m s .
bu y e r
re c o rd ,
is a s s ig n e d t o a n
is d e fa u lt e d a s t h e o w n e r o f t h e d o c u m e n t a n d t h e
B y
h e ade r
lin e
an
ow n e r
o w n e rs :
A n y
ow n e r
on
h e ade r
or
lin e
it e m
le v e l
is
ow n e r of a docu m e n t of th a t docu m e n t ty pe .
o n ly :
O n ly
th e
ow n e r
on
h e ade r
le v e l
is
re g a rd e d
as
ow n e r of a docu m e n t of th a t docu m e n t ty pe .
4 3
Authorizations Defined by the Organizational Hierarchy

D e f in e d
b y th e
O r g a n iz a t io n a l H ie r a r c h y
Peer
Manager
Marc Manager
Managing Director
Marc Seller
Account Manager
Subordinate
George Profit
Sales Manager
Fred Buyer
Sales Employee
B ySAP AG
a 2003
s s ig n in g
m a n a ge rs
to
o r g a n iz a t io n a l h ie r a r c h y .
a llo w e d
to
C h oose
Mary Discount
Sales Employee
e m p lo y e e
You
can
m a s te r
u se
t h is
re co rds, y o u
h ie r a r c h y
d is p la y o r c h a n g e w h o s e d o c u m e n t s in
D a ta
O w n e r s h ip
S y s te m
to
b u ild
d e fin e
u p
w h o
an
is
th e s y s te m .
to
d e fin e
th e
fo llo w in g
a u t h o r iz a t io n s fo r e v e r y u s e r a n d fo r e v e r y d o c u m e n t t y p e :
P e e r:
th e
Th e
sam e
u se r
can
le v e l in
M a n a g e r:
Th e
acce ss
th e
u se r
docu m e n ts
th a t
a re
ow n e d
by
c o lle a g u e
on
h ie ra rc h y .
ca n
acce ss
docu m e n ts
th a t
a re
ow n e d
by
h is
d ire c t
ow n e d by
an y
o f h is
m a n a g e r.
S u b o rd in a t e : T h e
u s e r c a n a c c e s s d o c u m e n ts th a t a re
d ire c t s u b o rd in a t e s .
You
can
e ach
d e fin e
a d d it io n a l
D e p a rtm e n t:
Th e
u se r can
B ra n c h :
a c c e s s d o c u m e n ts th a t a re
Th e
a llo w
acce ss
to
u se r can
sam e
sam e
le v e ls o f a u t h o r iz a t io n
an y
u se r w h o
an y
u s e r w h o is
a r e p o s s ib le :
R /O
O n ly ) :
Th e
ow n e d by
ow n e d by
u se r ca n n ot a cce ss docu m e n ts of th e
F u ll:
u se r
te a m .
N on e : Th e
a u t h o riz a t io n
an y
b ra n c h .
(R e ad
ow n e d by
d e p a rtm e n t.
T e a m : T h e u s e r c a n a c c e s s d o c u m e n ts th a t a re
T h e fo llo w in g
th a t
a c c e s s d o c u m e n ts th a t a re
sam e
m e m be r of th e
gro u ps
w h o is m e m b e r o f t h e
is m e m b e r o f t h e
o t h e r s d o c u m e n t s :
Th e
u se r can
d is p la y
bu t
n ot
ch an ge
g ro u p .
docu m e n ts of th e
g ro u p .
u se r
can
d is p la y
an d
ch an ge
docu m e n ts
of
th e
g ro u p .
4 4
C h a p te r
D a ta M ig r a tio n
Le sson 1
D a t a M ig r a t io n
Le sson 2
D a t a T ra n s fe r In t e rfa c e
Le sson 3
D e fin in g
O p e n in g B a la n c e s
4 5
L e s s o n
D a ta
M ig r a t io n
Data Migration
D a ta
M ig r a t io n
ma
nu
ua
n
ma
al
m
uto
c
ati
SAP AG 2003
S A P
th e
d a ta
B u s in e s s
le g a c y
(s u c h
an d so
D a ta
O n e
s y s te m
as
o ffe r e d
th e
n e w
r e q u ir e
S A P
y ou
B u s in e s s
to
m ig r a t e
O n e
d a ta
fr o m
s y s t e m . B u s in e s s
c u s t o m e r s , v e n d o r s , p r o d u c t s , in v o ic e s , c r e d it m e m o s ,
o n ) m u s t b e a v a ila b le
m ig r a t io n
s y s te m
im p le m e n t a t io n s
in t o
b e fo r e )
can
or
be
don e
in
th e n e w
m a n u a lly
s y s te m
( if
th ro u g h
y ou
b e fo r e
h av e
M ic r o s o ft
g o in g
liv e .
n ot u se d
E x ce l
an
E R P -
an d
t o o ls
b y S A P B u s in e s s O n e .
4 6
Data Transfer Workbench Complete Vision

D a ta
T ra n s fe r W o rk b e n c h
C o m p le t e
V is io n
DI-
E
X
P
O
R
T
Data Import Wizard
To
fr o m
e n su re
S A P
is
th e
d a ta
O n e
on
th e
pro ce ss
a p r e v io u s s y s t e m
B u s in e s s
in s t a lle d
A
P
Data
Mapping
Data
Extraction
D aSAPtAGa2003 m i g r a t i o n
m ig r a t e d
SAP Business One
Legacy System
Data Transfer Workbench
an y
is
m ig r a t e d
A d d -O n
Data
Import
by
w h ic h
e x is t in g
b u s in e s s
d a ta
is
t o S A P B u s in e s s O n e .
as
e a s ily
D a ta
w o r k s t a t io n
as
p o s s ib le , S A P
T ra n s fe r
w it h in
th e
p r o v id e s
W o rk b e n c h .
n e tw o rk
of
th e
It
S A P
th e
can
be
B u s in e s s
O n e S e rv e r.
D a ta
m ig r a t io n
D a ta
c o n s is t s o f t h e fo llo w in g
E x t r a c t io n .
Th e
s te p s :
n e ce ssa ry
d a ta
is
e x tra c te d
fr o m
th e
p r e v io u s s y s t e m .
D a ta
M a p p in g .
Th e
d a ta
is
c o n v e rte d
in t o
th e
d a ta
fo r m a t
of
S A P B u s in e s s O n e a n d a s s ig n e d t o it s d a t a s t r u c t u r e s .
In
th e
D a ta
I m p o rt.
Th e
d a ta
D a ta
T r a n s fe r W o r k b e n c h
d a ta
c o n s is t e n c y .
fu tu r e ,
m ig r a t io n
th e
D a ta
is
im p o r t e d
u se s
T r a n s fe r
th e
to
D a ta
S A P
B u s in e s s
I n te r fa c e
W o rk be n ch
w ill
O n e . Th e
A P I to e n s u re
su ppo rt
a ll
d a ta
s te p s .
4 7
W o rk b e n c h
Legacy System
Data Transfer Workbench

DI-
E
X
P
O
R
T
Data Import Wizard
Data
Extraction
Microsoft
Excel
Templates
Data
Mapping
A
P
Data
Import
SAP Business One
D a tWorkbench
a T ra n s fe r
Data Transfer
SAP AG 2003
Th e
D a ta
T h e d a ta
e x po rt m u st be
Th e
m u s t be
d a ta
t h a t is
Th e
s u p p o rts
p r o v id e d
a v a ila b le
in
by
d a ta
m a p p in g
o u t d a ta
T r a n s fe r
m a p p in g
W o rk be n ch
a n d d a ta
M ic r o s o ft E x c e l a n d
p r o v id e s
th e
sav e d
as
t e x t file
d e lim it e d .
fo llo w in g
t o o ls
fo r c a r r y in g
im p o r t :
1 .
M ic r o s o ft E x c e l t e m p la t e s
2 .
I n t e r fa c e M a in t e n a n c e
3 .
D a ta
4 .
Log
I m p o r t W iz a r d
d a t a im p o r t .
t h e le g a c y s y s t e m .
t a b - d e lim it e d , c o m a d e lim it e d , o r s e m ic o lo n
D a ta
an d
w it h
M a p p in g
F u n c t io n a lit y
M an age m e n t
4 8
M i c r oTemplates
s o ft E x c e l
Microsoft Excel
Tables
Microsoft Excel Templates
OCRD
Business Partners
Business Partners.xlt
CRD1
Business Partners Addresses
Business Partners_Address.xlt
OCPR
Business Partners Contact Persons
Business Partners_ContactEmployees.xlt
SAP AG 2003
Th e
M ic r o s o ft
W o rk be n ch
If a
O n e
T e m p la t e s
(s u c h
fo r th e
T e m p la t e s
a re ba se d o n
b u s in e s s
b u s in e s s
E x ce l
o b je c t is
as
G /L
o b je c t
b u s in e s s
is
d e liv e r e d
t h e t a b le s in
re p re s e n te d
a c c o u n ts ),
re p re s e n te d
o n ly
on e
m o re
p a rtn e r th a t n e e d s
tw o
c o n t a c t p e r s o n s ) , o n e t e m p la t e fo r e a c h
Th e
t e m p la t e s
t it le s
an d
t h e d o c u m e n t a t io n
D o
th e
n ot
c o lu m n
c o n t a in
P le a s e r e fe r t o
You
can
d e le t e
to p
tw o
ro w s
p a s te y o u r d a ta
on e
t a b le
t e m p la t e
th a n
m o re
t a b le
re m a rk s
D a ta
T r a n s fe r
on e
in
is
B u s in e s s
n e ce ssa ry .
t a b le
t a b le s
S A P
( fo r
If
e x a m p le ,
fo r a d d r e s s e s a n d
is d e liv e r e d .
r e g a r d in g
th e
ty p e
o f d a ta .
fo r a d d it io n a l in fo r m a t io n .
o f
fo r e v e r y u s e r - d e fin e d fie ld
copy an d
th e
by
o n ly
by
w it h
th e
t e m p la t e s .
th a t y o u
in t o
w a n t to
A dd
on e
a d d it io n a l
im p o r t .
t h e t e m p la t e .
4 9
L e s s o n
D a ta
T ra n s fe r I n te rfa c e
Data Transfer Interface

D a ta
T ra n s fe r I n te rfa c e
Create
Template
Import
Microsoft Excel
Templates
Data Transfer
Interface
T hSAP
e AG 2003
M ic r o s o ft
E x ce l
t e m p la t e s
a re
base d
on
p r e c o n fig u r e d
d a ta
t r a n s fe r in t e r fa c e .
You
m ay
y ou
a d a p t y o u r le g a c y
m ay
ch an ge
th e
d a ta
d a ta
M ic r o s o ft E x c e l T e m p la t e s fr o m
It
m ay
fie ld s
You
be
n e ce ssa ry
a r e m is s in g in
can
a lw a y s g o
to
to
th e s e
tr a n s fe r
M ic r o s o ft E x c e l T e m p la t e s
in t e r fa c e
an d
g e n e ra te
or
n e w
it .
ch an ge
th e
d a ta
tr a n s fe r
in t e r fa c e
if r e q u ir e d
t h e d e fa u lt in t e r fa c e .
b a c k to
t h e d e fa u lt in t e r fa c e if n e c e s s a r y .
5 0
Connecting to the Database

C o n n e c t in g
to
th e
D a ta b a s e
SAP AG 2003
Th e
fir s t
s te p
is
to
co n n e ct
to
th e
d a ta b a s e
in t o
w h ic h
y ou
w an t
to
im p o r t t h e d a t a .
W h e n
th e
y ou
u se r
ch oose
n am e
d a ta b a s e
is
th e
n am e
u se r
dro pdo w n
S e le c t
Log
an d
on ,
th e
s to re d . W h e n
an d
th e
th e
L o g in
pa ssw o rd
y ou
as
ch oose
pa ssw o rd
a re
scre e n
a ppe a rs.
w e ll a s
th e
H e re
se rv e r
on
y ou
e n te r
w h ic h
th e
R e fr e s h , a ll d a t a b a s e s
fo r w h ic h
v a lid
th e
C om pan y
th e
d a ta
a re
lis t e d
in
lis t .
th e
d a ta b a s e
in t o
w h ic h
y ou
w an t
to
im p o r t
an d
ch oose O K .
Th e Lan gu age
fie ld
a ffe c ts
t h e la n g u a g e o f t h e lo g
file .
5 1
D a t a I Im
Data Import Wizard
p o r t W iz a r d
Rollback
settings
SAP AG 2003
Th e
D a ta
u p lo a d
Im p o rt
th e
m in im u m
pre pa re d
c a rry o u t.
In
e x is t in g
p r o v id e s
d a ta .
Th e
s te p -b y -s te p
D a ta
Im po rt
in s t r u c t io n s
W iz a r d
h ow
r e q u ir e s
o n ly
to
a
a m o u n t o f t r a in in g a n d m a k e s t h e im p o r t p r o c e s s s im p le a n d
e a s y to
s te p
W iz a r d
y ou
ch oose
o b je c t
if y o u
(u p d a te
w a n t to
is
im p o r t a
s u p p o rte d
fo r
n e w
G /L
o b je c t o r u p d a te
a c c o u n ts ,
an
b u s in e s s
p a r t n e r s , it e m s , a n d p r ic e s ) .
In
s te p
y ou
ch oose
th e
b u s in e s s
o b je c t th a t y o u
w a n t to
im p o r t o r
u p d a te .
In
s te p
on
th e
t a b le s
y ou
ch oose
b u s in e s s
of
th e
th e
o b je c t
sam e
d a ta
y ou
file s t h a t y o u
can
b u s in e s s
u p lo a d
o b je c t
in
w a n t t o im p o r t . D e p e n d in g
s e v e ra l d a ta
p a r a lle l.
Th e
file s w it h
c o m m a , s e m ic o lo n , o r t a b a s t h e d e lim it e r .
To
h ow
d e fin e
th e
D a ta
file s
file s
be h av e s
in
fo r
d iffe r e n t
m u st be
te x t
ca se o f e rro rs,
ch oose A dv an ce d.
O n e
o p t io n
soon
as
an
is
th a t
th e
D a ta
e rro r o c c u rs . A
T ra n s fe r
ro llb a c k
W o rk b e n c h
re s e ts
m e a n s t h a t a ll d a t a re c o rd s t h a t a lre a d y
fro m
th e
Th e
o p t io n
a fte r
is
th a t
c e rt a in
th e
D a ta
n u m be r
d a t a re c o rd s fo r w h ic h t h e
file . D a t a
th e
h a v e
p e rfo rm s
w h o le
be e n
ro llb a c k
as
im p o rt p ro c e s s . T h is
im p o rt e d a re
re m o v e d
sy ste m .
A n oth e r
p ro c e s s
th e
re c o rd s
th a t
h av e
T ra n s fe r
of
e rro rs
W o rk b e n c h
w it h o u t
im p o rt p ro c e s s fa ile d a re
a lre a d y
be e n
stops
th e
p e rfo rm in g
s t o re d in
im p o rt e d s u c c e s s fu lly
im p o rt
ro llb a c k .
a n
e rro r
re m a in
in
sy ste m .
5 2
D a ta I m p o rt
Data Import Wizard
II
W iz a r d
II
Step 5: Run the

data import
Save or Open Mapping Rules
SAP AG 2003
In
s te p
y ou
y ou
ch e ck
if t h e
in p u t d a t a m a t c h
m a y c h a n g e t h e m a p p in g
O n
th e
file
a ppe a r.
F or
D a ta
e v e ry
m a p p in g
th e
t a b , a ll t h e
s in g le
r u le s .
d a ta
fie ld s ) .
d a ta
In
file
(s o u rc e
Th e
d e fa u lt
c u r r e n t in t e r fa c e .
n e e d
to
m ap
o f c e r t a in
You
m ay
You
can
th e m
re co rds
file
th e
of
th e
m a p p in g
an d
se qu e n ce
b u s in e s s
of
t a r g e t fie ld s
to
so u rce
a ll c o lu m n s
r u le s
fie ld s ) b e lo n g s
Th e
to th e ta rg e t d a ta ty p e a n d
r u le s , if n e c e s s a r y .
to
y ou
fie ld s . Y o u
h e a d e r d a ta
can
d e t e r m in e
w h ic h
fie ld in
ta rg e t
in c lu d e
th e
o b je c t, y o u
w h ic h
th e
fr o m
is
ch oose
to
th e
c o lu m n
th e s y s te m
fie ld s
u s e r - d e fin e d
can
ch an ge
in
(ta rg e t
base d
on
th e
fie ld s
an d
y ou
s k ip
th e
im p o r t
c o lu m n s b y c h o o s in g L e a v e it B la n k .
s a v e a n d r e u s e m a p p in g r u le s .
a ls o
le t
th e
s y s te m
ch e ck
th e
m a p p in g .
It
re tu rn s
e rro r
m e s s a g e s if:
In
You
m appe d
tw o
You
m appe d
tw o
You
d id
s te p
th e d a ta
th e
n ot m ap
s y s te m
d iffe r e n t t a r g e t fie ld s
to
d iffe r e n t s o u r c e fie ld s t o
a s o u r c e fie ld
d is p la y s
to a
su m m a ry
o n e s o u r c e fie ld
o n e t a r g e t fie ld
m a n d a t o r y t a r g e t fie ld
o f y o u r p a ra m e te rs . T o s ta rt
im p o r t , c h o o s e N e x t .
5 3
Log Management
L o g
M a n a g e m e n t
Log
Overview
Detail
View
SAP AG 2003
L o g
M a n a g e m e n t
u p lo a d
o f tw o
L o g
pro ce sse s
c o lle c t s
an d
in fo r m a t io n ,
pre pa re s
th e m
m e ssage s,
an d
fo r a n a ly s is . L o g
e rro r
m e ssage s
of
m a n a g e m e n t c o n s is t s
c o m p o n e n ts :
O v e r v ie w
an d
D e t a il V ie w . T h e
t h e e x is t in g lo g s . T h e
d e t a il v ie w
lo g
p r o v id e s
o v e r v ie w
a llo w s
y ou
to
m an age
a ll
d e t a ils a b o u t in d iv id u a l lo g s .
5 4
I m p o r t f r o m E x c e l I t e m s a n d B u s in e s s P a r t n e r s
Import
from Excel for Items and Business Partners
Items
Business Partners
SAP Business
One
Microsoft Excel
.txt file
.txt file
SAP Business One
SAP AG 2003
You
can
im p o r t
E x c e l to
d a ta
com pan y
M ic r o s o ft E x c e l a n d
W h e n
S A P
y ou
B u s in e s s
O n e .
Th e
fo llo w in g
be
im p o r t e d :
B u s in e s s
le a d ) .
I te m :
it e m
th e n
In
n o
a re
e n try
O n ly
th e
it e m
u p lo a d
to
p r ic e
to
to
is
w r it t e n
c r e a t in g
m a n d a to ry
C ode ,
e x is t s
it e m
re co rds
pre v e n t
lis t s .
u p lo a d ,
it e m s
can
spre a dsh e e t a s
d a ta
in
n am e ,
to
te x t (ta b
th e
n e w
fr o m
pre pa re
M ic r o s o ft
th e
d a ta
d e lim it e d ) .
r e le v a n t fie ld s
m a s te r
in
re co rds
in
u s in g
fo r
th e
n u m be r
an d
is
e rro rs.
S p e c ify
ty p e
th e
(c u s to m e r,
of
b u s in e s s
r e q u ir e d
fo r
e x is t in g
b o th
m a s te r
e x pe n se an d
You
th e
ty p e
v e n do r,
p a rtn e r,
or
th e
fo r c u s to m e r .
u p d a t in g
im p o r t t h e
s p e c ify
M ic r o s o ft E x c e l s p r e a d s h e e t t o
an d
a u t o m a t ic a lly s e le c t s t y p e C
m a s te r
w an t
th e
an d
O n e . You
a ls o u p d a t e e x is t in g m a s t e r r e c o r d s .
re c o m m e n d s th a t y o u
th e
sav e
a d d it io n
can
p a rtn e rs
B u s in e s s
file , t h e
P a rtn e r:
If
s y s te m
fie ld s
b u s in e s s
S A P
im p o r t t h is
M ic r o s o ft E x c e l, y o u
fo r
in
can
it e m
p r ic e
a ls o
code
lis t
im p o r t in g
n e w
re co rds.
S A P
r e v e n u e a c c o u n ts fo r
u se
an d
code ,
th e
fo r
it e m
u p lo a d
e v e ry
p r ic e ,
p r ic e
an d
to
y ou
p r ic e
lis t
cu rre n cy .
A fte r a
s u c c e s s fu l u p lo a d , c r e a t e
p a rtn e rs ),
im p o r t e d
C h oose
O ITM
( it e m s ) , o r
qu e ry
on
th e
lis t s ) t o
t a b le
ITM 1
( p r ic e
D a ta
I m p o rt/ E x p o rt
O C R D
ch e ck
( b u s in e s s
if t h e
d a ta
w as
c o r r e c t ly .
Im p o rt fro m
E x c e l to
s t a r t t h e im p o r t fr o m
D a ta
Im p o rt
M ic r o s o ft E x c e l.
5 5
L e s s o n
D e fin in g
O p e n in g
B a la n c e s
Defining Opening Balances

D e f in in g
O p e n in g
B a la n c e s
Opening Balance
Account
G/L Account
1
Business Partner
Stock Account
SAP AG 2003
W h e n
to
y ou
tr a n s fe r
e n te r th e
s to c k
o p e n in g
a c c o u n ts
in d iv id u a l
lin e
e n try o n
an
You
n e e d
o n ly
d a ta , y o u
b a la n c e s
fo r
w h ic h
it e m s
o p e n in g
to
can
a re
u se
th e
O p e n in g
o f G / L a c c o u n t s , b u s in e s s
o n ly
th e
r e le v a n t .
o p e n in g
Th e
t h is
fu n c t io n
p o s ts
fu n c t io n s
p a rtn e rs , a n d
b a la n c e
s y s te m
b a la n c e a c c o u n t t h a t y o u
u se
B a la n c e s
bu t
th e
n ot
th e
o ffs e t t in g
e n t e r e d p r e v io u s ly .
fo r p r o fit a n d lo s s a c c o u n t s if d a t a is
t r a n s fe r r e d d u r in g t h e fis c a l y e a r .
If th e s y s te m
c o n v e rte d
c u r r e n c y d iffe r s
fr o m
Th e
t h e lo c a l c u r r e n c y , t h e b a la n c e s a r e
d a ta
is
d is p la y e d
in
th e
B a la n c e
(S C )
c o lu m n .
If
a c c o u n ts
w e re
d e fin e d
as
fo r e ig n
cu rre n cy
a c c o u n ts
a c c o u n t s , t h e O p e n in g B a la n c e ( F C ) fie ld is r e a d y
T h e t r a n s a c t io n s a r e lo c a t e d u n d e r t h e fo llo w in g
G /L
a ccou n ts:
B a la n c e s
B u s in e s s
O p e n in g
S tock
A d m in is t ra t io n
G / L
A c c o u n ts
p a rtn e rs :
B a la n c e s
a ccou n ts:
S y s te m
A d m in is t ra t io n
B u s in e s s
In v e n to ry
Q u a n t it ie s , I n v e n t o ry
Q u a n t it y
O p e n in g
in
th e
ch a rt o f
fo r in p u t .
m e n u
p a th s :
O p e n in g
B a la n c e
S y s te m
P a rtn e rs
O p e n in g
In v e n to ry
T ra c k in g , S t o c k
T ra n s a c t io n s
P o s t in g
B a la n c e
an d
ch oose
th e
I n it ia l
In it ia l
ta b.
5 6
C h a p te r
S A P B u s in e s s O n e Q u e r y U s e r s
a n d Q u e r y B a s ic s
Le sson 1
W h o c a n b e n e fit fr o m
Q u e r ie s in S A P
Le sson 2
S Q L q u e ry a n d
Le sson 3
N a m in g
S A P
Le sson 4
u s in g
S Q L
B u s in e s s O n e ?
r e la t e d
te rm s
c o n v e n t io n o f t a b le s fo r
T a b le lin k s - t h e k e y fo r t h e r ig h t
q u e ry
5 7
O v e r v ie w
T h is
c h a p te r
w ill t h e n
w ill b e g in
go
S Q L qu e ry
on
in
to
S A P
d e fin it io n
o f th e
fo llo w in g
s e c t io n
t a b le s
v e rsu s
by
id e n t ify in g
d is c u s s
th e
B u s in e s s
s p e c ific
O n e . In
scope
d is c u s s e s
ta rg e t
t a b le s .
a good
L e s s o n
c a n
- W h o
th e
th e
a u d ie n c e
an d
an d
Q u e ry
D ic t io n a r y
la s t
an d
s e c t io n
b e n e fit fr o m
t h is
book ,
n e e de d
u se d
in
t h is
lin k s
y ou
u se
a c le a r
book . Th e
su ch
k e y
an d
to
w ill b e g iv e n
t a b le
g iv e s
q u e r y b y k e e p in g
of
k n o w le d g e
fir s t s e c t io n , y o u
S Q L
D a ta
Th e
ta rg e t
c o n c e p ts
o f th e
th e
r e m e m b e r fo r b u ild in g
b a s ic
as
base
con ce pt
to
it s im p le .
u s in g
S Q L Q u e r ie s in
S A P B u s in e s s O n e ?
It m a y
n ot be
e asy
to
de du ce
th e
id e a l r e a d e r o f t h is
book . In
fa c t, th e r e a r e
m a n y d iffe r e n t g r o u p s o f S A P B u s in e s s O n e u s e r s w h o m a y n e e d t h is t o o l.
To
m y
k n o w le d g e ,
M id s iz e d
pe rso n
e n d
t h a t h a n d le s
u se rs, m a y
b a s ic k n o w le d g e
You
m ay
D o
y ou
D o
n o
of
s ta n d a rd
th e m
m o re
th a n
on e
t h is
book
as
n e e d
y ou
n e e d
to
ch e ck
o r g a n iz a t io n
d iffe r e n t .
r o le .
lo n g
In
as
t h is
th e y
ch a rt
You
m ay
se n se
can
fo r
S m a ll
o fte n
an d
fin d
on e
a ll u s e r s , e s p e c ia lly
u se
S Q L
w an t
to
k n ow
m a t e r ia ls a r e ?
h av e
d y n a m ic
s e e if a n y t h in g a p p lie s t o
s p e c ific
a r e a s o r c e r t a in
D o
y ou
a re
qu e ry
w it h
th e
r e q u ir e d .
c e r t a in
in
is
M ost
c h e c k t h e fo llo w in g lis t t o
fo r c e r t a in
th e re
e n t e r p r is e s .
s a le s
r e s u lt s
ov e r
y ou :
c e r t a in
t im e
p e r io d s ,
c u s to m e rs ?
w h o
th e
u p d a te d
to p
v e n do rs
v e r s io n
fr o m
c e r t a in
lo c a t io n s
fo r
o f y o u r s a le s fo r c e p e r fo r m a n c e
r e a l t im e ?
D o
y ou
o fte n
ch e ck
if a p p r o v a l p r o c e d u r e s
a re
e x a c t ly
m a t c h in g
y ou r
e x p e c t a t io n s ?
H av e
y ou
t r ie d
to
s ta rt
b u ild in g
y ou r
S Q L
qu e ry
bu t
c o u ld
n ot
ge t
it
d o n e p r o p e r ly ?
H av e
y ou
e x p e r ie n c e d w r it in g S Q L q u e r y b u t t h e r e s u lt s a r e n o t a lw a y s
c o rre c t o r u p to
y o u r e x p e c t a t io n s ?
I f t h e a n s w e r t o a n y o f t h e q u e s t io n s m e n t io n e d e a r lie r is " y e s " , t h e n

c e r t a in ly
b e n e fit
q u e s t io n
m e n t io n e d
fr o m
r e a d in g
e a r lie r
t h is
an d
g iv e
bo ok .
y ou
It
th e
w ill
an sw e r
pow e r
to
e ach
s o lv e
y ou
an d
can
e v e ry
c o m p lic a t e d
p r o b le m s .
C o n s u lta n t
If
y ou
are
m a ste re d
book
w o u ld
p r o b a b ly
an
S Q L
be
S A P
qu e ry
a
be com e
B u s in e s s
gre at
a
O n e
a lr e a d y .
h e lp
to
m a n d a to ry
O n e c o n s u lt a n t s h o u ld b e
a b le
c o n s u lt a n t ,
H ow e v e r,
e x te n d
s k ill in
if
th a t
y ou r
y ou
is
n ot
c o n s u lt in g
h av e
th e
p r o b a b ly
case ,
pow e r.
It
t h is
w ill
t h e f u t u r e t h a t a n y S A P B u s in e s s
to u se S Q L q u e ry .
5 8
D e v e lo p e r
If
y ou
good
in
are
an
S A P
a d d it io n s
som e
o fte n
to
o th e r
y ou
B u s in e s s
y ou r
O n e
d e v e lo p m e n t
n e e d
to
a dd -o n
c a p a b ilit ie s . Y o u
e m be d
w ork
S Q L
lik e
qu e ry
d e v e lo p e r , t h e s e
m ay
f in d
c o d in g
to
or
y ou r
s k ills
t h is b o o k
w ill b e
u s e fu l e v e n
p r o g r a m m in g .
code s
to
V e ry
c o m p le t e
y ou r
S o f t w a r e D e v e lo p m e n t K it ( S D K ) p r o j e c t .
S A P
If
y ou
book
a re
s im p ly
m o re .
c o m p a n ie s
k n ow
w h o
b e tte r
I n t e llig e n c e
to
c re a te
T h is
h av e
be cau se
S A P
B u s in e s s
S Q L
B u s in e s s
a n y on e
d a ily
qu e ry
u s e r
n o rm a l S A P
is
th a n
a
e n d
e ls e
O n e
qu e ry
O n e
w h at
liv e
y ou
r o u t in e
jo b . I t is
v e ry
re po rt so
th a t y o u
can
e n d
u sage
u se r, y o u
is
be st
d a t a . O n ly
a re
lo o k in g
y ou
fo r
as
to
im p o r t a n t fo r y o u
m ap
m ay
n e e d
t h is
fo r
th e
a p p lie d
th e
e n d u se rs
m ak e
to
B u s in e s s
h av e an
a b ilit y
y o u r r e q u ir e m e n t b y q u e r y in
t im e ly m a n n e r .
N o n -S A P
To
th e
som e
o th e r re a d e rs
h in t s
q u e r ie s
y ou
I
an d
a re
m ay
b o th
th e
qu e ry
can
s t ill b e
y ou
m a tte r
y ou
du e
to
w h o
fr o m
a re
n ot S A P
t h is
book
sh ow n . E v e n
s t ill g a in
w ill s h o w
N o
t ip s
u s e rs
som e
B u s in e s s O n e u s e r s , y o u
be cau se
w it h o u t a n
S A P
u s e fu l c o n c e p ts . I n
th a t e v e n
w it h o u t t h e
lo c a liz a t io n
th e
w o r k in g
B u s in e s s
on e
qu e ry
a c tu a l d a ta
lim it a t io n , t h e
fr o m
an d
O n e
p r o b le m a t ic
u se r
e x a m p le
m y
c o u ld s t ill g e t
th e
in t e r fa c e ,
o f t h is
d a ta b a s e
c o rre c t a n s w e r to
th e
book ,
to
te s t
q u e s t io n e r
de du ce d.
w h at y ou r
n e e d to
ba ck gro u n d
g e t c e r t a in
d a ta
is ,
y ou
w ill fin d
t h is
book
u s e fu l w h e n e v e r
q u ic k ly a n d a c c u r a t e ly .
5 9
L e s s o n
B e fo r e
- S Q L
g o in g
som e
b a s ic
in t o
q u e ry a n d
th e
d e t a ils
d a ta b a s e
m a n a g in g d a t a
in
of
r e la t e d
S Q L
c o n c e p ts
qu e ry ,
b e cau se
R e la t io n a l D a t a b a s e
te rm s
w o u ld
S Q L
is
lik e
to
b r ie fly
d a ta b a s e
in t r o d u c e
la n g u a g e
M a n a g e m e n t S y s te m s
fo r
(R D B M S ) .
R D B M S
R D B M S
is
D a ta b a s e
m o d e l.
R e la t io n a l
s to re d
in
th e
s t o r e d in
fo r m
th e fo r m
M an age m e n t
h e re
of
is
k e y
T a b le s
o f t a b le s
S y s te m
w o rd
an d
fo r
th e
th a t
is
base d
R D B M S . You
r e la t io n s h ip
on
th e
w ill fin d
am on g
th e
r e la t io n
th a t d a ta
d a ta
is
is
a ls o
fo r R D B M S .
T a b le
T a b le
is
k e y
c o m p o n e n t w it h in
d a ta b a s e . O n e
t a b le
or
r e p r e s e n t o n e k in d o f d a t a . F o r e x a m p le , t a b le O S L P w it h in
h o ld s
a ll
p la c e
w it h
S a le s
E m p lo y e e
h o ld e r s . Y o u
e ach
o th e r.
n e e d
If
to
y ou
D a ta .
T a b le s
a re
b e fa m ilia r w it h
a re
fa m ilia r
w it h
gro u p
o f t a b le s
S A P B u s in e s s O n e
t w o - d im e n s io n a l
d a ta
s to ra g e
t h e ir u s a g e a n d t h e ir r e la t io n s h ip s
M ic r o s o ft
E x c e l,
th e
w o rk sh e e t
in
E x c e l is a k in d o f t w o - d im e n s io n a l t a b le .
T a b le
is
a ls o
b e tw e e n
w it h o u t
w it h in
on e
e ach
r e la t io n ,
S A P
s t a r t w it h
o f th e
t a b le
m o s t o fte n
m ay
n o t h in g
B u s in e s s
O n e
be
m o re
c o u ld
is
u se d
c o n c e p ts
im p o r t a n t t h a n
be
a llo w in g
of
an y
U s e r
in
th e
t a b le s
v a lu e .
D e f in e d
O n e
b o o k . R e la t io n s h ip s
t h e m s e lv e s
be cau se
im p o r t a n t
fu n c t io n
T a b le
(U D T ).
A ll U D T s
"@ ".
D a ta b a se
T a b le
T a b le
T a b le
T a b le
6 0
F ie ld
fie ld
is
th e
fie ld s .
It
is
t a b le
lo w e s t u n it h o ld in g
a ls o
c a lle d
d a ta
c o lu m n .
w it h in
F ie ld
is
c o m p r is e d
o f re co rds, a n d
s p e c ific
fie ld s . O n e
im p o r t a n t c o n c e p t in
F ie ld
( U D F ) . A ll U D F s
s t a r t w it h
an d
t a b le . A
c o lu m n
a ll r e c o r d s
h av e
S A P
t a b le
a re
th e
B u s in e s s
can
h av e
m an y
i n t e r c h a n g e a b le .
sam e
O n e
s tru c tu re
is
w it h
U s e r D e f in e d
U _ .
S Q L
S Q L
is
S -Q -L
o fte n
or
e x t e n s io n s
r e v is io n
r e fe r r e d
as
th e
of
as
S Q L.
S tru c tu re d
" S e q u e l" .
Th e
cu rre n t
Q u e ry
Th e re
L a n g u a g e . I t is
a re
r e v is io n
is
m an y
S Q L:
2 0 0 8 ,
D a ta
C o n tro l L a n g u a g e
D a ta
D e fin it io n
D a ta
M a n ip u la t io n
fir s t
m a jo r
o f S Q L -9 2 .
D C L
(D C L)
La n g u a g e (D D L)
Lan gu age
s e t o f t h e S Q L la n g u a g e
is u s e d t o
(D M L)
h a s a s p e c ia l p u r p o s e :
c o n tro l a c c e s s to d a ta
o r r e v o k e s p e c ifie d u s e r s ' r ig h t s t o
D D L
dro p
.
th e
as
an d
s u b s e t s o f t h e S Q L la n g u a g e :
an d
to p
r e v is io n s
o f S Q L
T h e r e a r e t h r e e m a in
pro n o u n ce d
d iffe r e n t
is S Q L - 9 2 . M o s t o f S Q L e x t e n s io n s a r e b u ilt o n
S u b s e ts
E ach
to
w o rd
is u s e d t o
d e fin e d a t a
in
p e r fo r m
d a ta b a s e
s u c h a s to
gra n t
s p e c ifie d t a s k s .
s tru c tu re s s u c h a s to
c r e a t e , a lt e r , o r
t a b le s .
D M L
is u s e d t o
a s to
in s e r t , d e le t e , a n d u p d a t e
r e t r ie v e a n d
m a n ip u la t e d a t a
b e c o m e s a s p e c ia l s t a t e m e n t b e lo n g in g
th o u g h
it is a r e a d - o n ly
in
t h e t a b le
su ch
d a t a . S e le c t , h o w e v e r ,
to
t h is s u b s e t e v e n
c o m m a n d t h a t w ill n o t m a n ip u la t e d a t a
a t a ll.
Q u e ry
Q u e ry
is
th e
s u b s e ts .
A dd,
s in c e
m ost com m on
H o w e v e r,
D e le t e ,
it is
in t e g r it y .
c o n tro l
or
qu e ry
w ill
o n ly
S Q L
s t a t e m e n t in
S E LE C T
or
to
th e
r e a d - o n ly
D M L
fr o m
S A P
s u p p o r t p o lic y
D D L
S Q L
w ill a ls o
d a ta
w ill fin d
h as
le a r n
S Q L . I t c o u ld
y ou
p r o h ib it e d
d a ta b a s e . Y o u
in
U p d a te
A ll D C L
acce ss
o p e r a t io n
in
S E LE C T
p o w e r fu l
n ot
d a ta b a s e ,
le a d in g
fo r S A P
be
n or
qu e ry
w ill b e
r e fe r
pa rt
B u s in e s s
fin d in g
th e
S Q L
qu e ry .
in
O n e
be cau se
d a ta
o n ly w it h in
fo r
of
a ll t h r e e
d is c u s s e d
in c lu d e d
d e fin e
to
th e
N o
book
d a ta b a s e
w e
s tru c tu re
n e it h e r
fo r
t h e b o o k . R e a d - o n ly
u s e fu l
in fo r m a t io n
to
m e e t y o u r s p e c ific n e e d s .
6 1
D a ta d ic tio n a r y
In
o rde r
w r it e
it ,
b e tw e e n
to
O n e
fo r c r e a t in g
th e
w o r k in g
a ls o
t a b le s
B u s in e s s
fo r
c re a te
bu t
n e e d
S Q L
to
q u e r ie s ,
h av e
b u ilt o n
d a ta b a s e .
O n e
B u s in e s s
O n e
y ou
c le a r
n o t o n ly
v ie w
F o r t u n a t e ly ,
D a ta b a s e
S D K
h e lp
s ta rt, a
th e re
T a b le s
is
You
can
k n ow
d ic t io n a r y
is
D a ta
D ic t io n a r y
v e ry
good
r e fe r e n c e
r e a d ily
fin d
th e
a v a ila b le
d e t a ils
in
h ow
to
good
R e fe r e n c e
C e n tre .
to
th e
r e q u ir e d . A s y o u
M ic r o s o ft S Q L S e r v e r . D a t a
w e
n e e d
r e g a r d in g
a n d w h e r e t o fin d t h e in fo r m a t io n
is
S Q L q u e r ie s . B e fo r e
B u s in e s s
k n ow , S A P
a
g re a t to o l
is e s s e n t ia l
c a lle d
S A P
th ro u g h
S A P
th e
fo llo w in g
s e c t io n .
S A P
Th e
B u s in e s s O n e D a ta b a s e
d a ta b a s e
lo o k in g
O n e
t a b le s
fo r . S D K
d a ta b a s e
is
r e fe r e n c e
u s u a lly
se rv e r.
ta b le s r e fe r e n c e
file
in s t a lle d
N o r m a lly ,
n am e d
on
th e
th e
file
R E F D B .C H M
sam e
p a th
is
se rv e r a s
is :
th e
th e
X : \P ro g ra m
on e
S A P
w e
a re
B u s in e s s
F ile s \ S A P \ S A P
B u s in e s s
O n e S D K \ H e lp . H e r e , " X " m e a n s t h e d r iv e w h e r e y o u r S A P B u s in e s s
O n e S D K
is in s t a lle d . T h e h e lp
In
t h is
m e n u
by
ro w
h e lp
w it h
on e .
file ,
w e
a ll 1 1
Th e re
th e
m o d u le s . T h e
a re
t a b le s . E a c h
w ill fin d
file
tre e
t a b le
sam e
t a b le s
s tru c tu re s
p r o v id e s
lo o k s lik e t h is :
in
c a t e g o r ie s
r e la t e d
th e
h e lp
lis t o f a ll t h e
to
as
th e
e ach
file
if
fie ld s
S A P
m o d u le
th e
in
B u s in e s s
a re
h e ade r
th e
t a b le
O n e
lis t e d
t a b le s
a lo n g
on e
h av e
w it h
t h e ir d e s c r ip t io n , t y p e , s iz e , r e la t e d t a b le s , d e fa u lt v a lu e , a n d c o n s t r a in t s .
6 2
L e s s o n
N a m in g
c o n v e n t io n
o f
t a b le s
fo r
S A P
To
h e lp
w ill b e
y ou
u n d e rs ta n d
g o in g
th ro u g h
th e
th e
p r e v io u s
n a m in g
m e n t io n e d
c o n v e n t io n s
fo r
d a ta
th e
d ic t io n a r y
t a b le
in
q u ic k ly , w e
S A P
B u s in e s s
O n e .
T h re e
le tte r
M o s t t a b le s
n u m be rw ill
h av e
le t t e r
fo r
w o rd s
S A P
e n d in g
fiv e
B u s in e s s
t a b le s ,
le t t e r s .
a b b r e v ia t io n
a b b r e v ia t io n s a r e
in
if
O n e
th e
To
h av e
n u m be rs
u n d e rs ta n d
S A P
B u s in e s s
fo u r le t t e r s . T h e
a re
g re a te r
t a b le
n am e s
O n e .
S om e
th a n
o n ly
e x c e p t io n s
n in e . T h o s e
e a s ily ,
th e re
th re e
of
c o m m o n ly
u se d
th e
is
a re
t a b le s
lis t e d a s fo llo w s :
A D M : A d m in is t r a t io n
A T C : A tta c h m e n ts
C P R : C o n ta c t P e rs o n s
C R D : B u s in e s s P a r t n e r s
D L N : D e liv e r y N o t e s
H E M : E m p lo y e e s
I N V : S a le s I n v o ic e s
IT M : Ite m s
I T T : P r o d u c t T r e e s ( B ill o f M a t e r ia ls )
O P R : S a le s O p p o r t u n it ie s
P C H : P u r c h a s e I n v o ic e s
PD N : G oods
P O R : P u rch a se O rde rs
Q U T : S a le s Q u o t a t io n s
R D R : S a le s O r d e r s
R I N : S a le s C r e d it N o t e s
R P C : P u r c h a s e C r e d it N o t e s
S L P : S a le s E m p lo y e e s
U S R : U se rs
W O R : P r o d u c t io n
W T R : S to c k T r a n s fe r s
R e c e ip t P O
O rde rs
" O " ta b le s
A ll t a b le s
s t a r t in g
w it h
" O " r e fe r
to
m a s te r
t a b le s . O
h e re
re p re s e n ts
O b je c t.
F o r e x a m p le :
.
O IT M : Ite m s M a s te r
6 3
O C R D : B u s in e s s P a r t n e r s M a s t e r
O S L P : S a le s E m p lo y e e
" A " ta b le s
M o s t t a b le s s t a r t in g
w it h
"A " m a y m e a n
h is t o r ic a l lo g
t a b le s . A
h e re
re p re s e n ts
A r c h iv e . F o r e x a m p le :
.
A I T M : I t e m s H is t o r y
A C R D : B u s in e s s P a r t n e r s H is t o r y
A U S R : A r c h iv e U s e r s H is t o r y
D o c u m e n t h e a d e r
Th e se
a re
r e la t e d
to
s p e c ia l O
S a le s
ta b le s
t a b le s
or
w it h
th e
e x act sam e
P u rch a se . Th e se
a re
a ls o in c lu d e m o s t I n v e n t o r y t r a n s a c t io n
.
O IN V : A /R
O P C H : A / P I n v o ic e H e a d e r
O IG N : G oods
D o c u m e n t lin e
A ll
t a b le s
b e t a b le s
D o c u m e n ts . T h e s e
t a b le s . S o m e e x a m p le s a r e :
R e c e ip t H e a d e r
ta b le s
e n d in g
w it h
th e
n u m be r
fo r
p r o p e r t ie s
o f t h e h e a d e r t a b le s .
m a s te r
r e fe r
t a b le .
IN V 1 : A /R
P C H 1 : A / P I n v o ic e R o w
IG N 1 : G oods
IN V 2 : A /R
to
docu m e n t
N u m be rs
h e re
lin e
c o u ld
d e t a il
r e fe r
t a b le s
to
or
d iffe r e n t
I n v o ic e R o w
R e c e ip t R o w
I n v o ic e R o w
I m p o r ta n t ta b le
E x pe n se
e x a m p le s
S o m e s p e c ific t a b le s
v e r y im p o r t a n t fo r q u e r y b u ild in g
O JD T -Jo u rn a l
e n t r ie s
M a r k e t in g
I n v o ic e H e a d e r
s u b t a b le s
s tru c tu re . T h e y c a n
c a lle d
n o
E n try :
m a tte r
T h is
w h e th e r
t a b le
in c lu d e s
th e y
a re
a r e lis t e d
a ll
h e re :
fin a n c ia l
jo u r n a l
p o s te d
or
m a n u a lly p o s t e d .
.
O IN M -W a re h o u s e
tr a n s a c tio n s .
r e la t io n
to
A D O C -D o c u m e n t
h is t o r y .
It
is
y o u r in v e n t o r y
v e r s io n . T h is v ie w
.
J o u r n a l:
r e la t e d
H o w e v e r,
T h is
s in g le
t a b le
in c lu d e s
p o in t
to
a ll
ch e ck
(o r s to c k ). It b e c o m e s
in v e n t o r y -
e v e r y t h in g
v ie w
in
th e
in
n e w
m u s t b e q u e r ie d v e r y c a r e fu lly .
H is t o r y :
it
" I n v o ic e H is t o r y " t a b le
is
in
T h is
w r o n g ly
t h e h e lp
t a b le
n am e d
in c lu d e s
in
th e
a ll
docu m e n t
d o c u m e n t a t io n ,
file .
6 4
L e s s o n
T a b le
lin k s
- T a b le
lin k s
in
s e c t io n
To
t h is
a re
fu n d a m e n ta l fo r
s e c t io n , b u t t h e
qu e ry
r ig h t q u e r y
b u ild in g . Y o u
m ost com m on
u n d e r s t a n d t a b le lin k s , y o u
lin k s
w ill s e e
w ill b e
som e
d iffe r e n t
d is c u s s e d in
th e n e x t
t a b le
h as
th o s e
k e y s
a re
O X X X
w it h
to
p r im a r y
u se d
X X X n
k n ow
k e y
be
w it h
can
good
fo r
k e y . S om e
th e
m o r e a b o u t t a b le
o f th e
PO R 1 , PO R 2
be
on e
e n ou gh .
t a b le s
in d e x . D o c e n t r y
d o c u m e n t t a b le s . F o r
lin k O P O R
p r im a r y
w o u ld
n e e d to
o fte n .
s tru c tu re s .
k e y
E v e ry
fie ld
k e y fo r th e
b e c a u s e th e re a re to o m a n y a n d th e y a re u s e d to o
P r im a r y
lin k s t h e
or
h av e
fo r e ig n
k e y s
t y p ic a l p r im a r y
e x a m p le , D o c e n t r y
is
t o o . A ll
k e y
to
lin k
com m on
k e y
to P O R 1 2 .
m o re
F or
is
fie ld s .
F or
c o m p lic a t e d
s im p le
t a b le ,
t a b le
tw o
or
on e
m o re
k e y
fie ld
fie ld s
fo r
p r im a r y k e y a r e n o t r a r e .
p r im a r y
k e y
h as
to
be
N U L L v a lu e t h a t is , a n
F o r e ig n
k e y
k e y
fo r e ig n
fie ld
w ill b e
A lt h o u g h ,
y ou
y ou
be
c o u ld
try
to
u se d
w it h in
fie ld
to
lin k
lin k
u se
o f ta b le
an y
k e y
fie ld s
lin k
h av e
tw o
th e
m an y
th a n
t a b le s
sam e
a n d
t a b le . T h is k e y w ill n o t a llo w
w it h
som e
n o d a ta .
o t h e r t a b le 's
b e tw e e n
t a b le s ,
p o s s ib le
S A P
p r im a r y
k e y . T h is
if
in
th e
fie ld
o rde r
to
is
n ot N U LL,
in c r e a s e
th e
a re
fie ld
p r ic e
a fe w
lin k e d
n am e
in
tw o
t a b le s
lin k e x a m p le s :
P r ic e s t a b le :
lin k .
Ite m
C ode
It
Ite m C o d e
is
in
fie ld .
n o t o n e -to -o n e
it e m
m a s te r m a y
B o th
t a b le s
b u t o n e -to h av e
m o re
a s s o c ia t e d .
a re
lin k e d
P a rtn e r
I T T 1 - P r o d u c t T r e e C h ild
th ro u g h
I T T 1 . T h e s e t a b le s a r e
O C R D - B u s in e s s
t a b le
th ro u g h
to
O I T T - P r o d u c t T r e e t a b le a n d
fie ld
I T M 1 -I te m s
r e la t io n s h ip s . O n e
o n e it e m
Th e se
to
w h e re v e r
lin k s w ith in
O I T M - I t e m s t a b le
Th e se
sam e
fie ld
w h e n e v e r t h e o t h e r t a b le r e c o r d h a s c h a n g e d .
c le a r e r a b o u t t h e lin k , h e r e a r e
.
th e
or a
p e r fo r m a n c e .
E x a m p le
To
u s u a lly
u p d a te d
s h o u ld
d a ta b a s e
is
u n iq u e
e m p ty
C o d e
fie ld
in
O ITT
Ite m s :
an d
F a th e r
u s e d fo r B ill o f M a t e r ia ls .
t a b le
a n d
O S L P - S a le s
E m p lo y e e
t a b le :
6 5
Th e se
In
th e
tw o
t a b le s
se con d
a re
t a b le ,
lin k e d
o t h e r h a n d , it is a fo r e ig n
B a s e
th ro u g h
S lp C o d e
is
k e y in
th e
th e
sam e
p r im a r y
n am e
k e y
t h e fir s t t a b le
fie ld
fo r
S lp C o d e .
O S LP.
O n
th e
O C R D .
ta b le s v e r s u s ta r g e t ta b le s
B a s e
t a b le s
an d
t a r g e t t a b le s
a re
s p e c ia l lin k e d t a b le s w it h in
u s e d lin k e d
t a b le s fo r S Q L q u e r ie s t o o .
O n e .
T h e y a r e th e m o s t o fte n
You
m ay
fin d
m ost
of
th e m
r e la t e d
d o c u m e n t s o r s o - c a lle d " M a r k e t in g
M a r k e t in g
p r e v io u s
T a rg e t
d o c u m e n ts
s c re e n s h o t,
D o c u m e n t
D o c u m e n t,
C t r l+ N . T o
or
u se
th e
a v a ila b le
y ou
m a y
g e t th e
th e
a re
n ot
c lic k
on
base d
th e
te rm s
u pon
th e
k e y
C t r l+ T .
" S a le s - A / R "
base
c le a r ly
a v a ila b le
to
th is
" le ft
O n ly
t a b le s
fin d
"B a s e "
an d
an d
m ay
"P u rc h a s e -A /P "
O rde r.
or
u se
on
th e
base
th e
an d
ge t
th e
th e
or
B ase
s h o rtc u t
" r ig h t a r r o w
ta b le
m e n u
F ro m
D o c u m e n t
To
c lic k
th e
t a b le s .
B a s e
ic o n "
fin d t h e
ic o n s a n d m e n u
ta rg e t
th e
S a le s
w h e n
" T a r g e t " , it is
or
th a t
a rro w
c u r r e n t d o c u m e n t , w ill y o u
a c t iv e s t a t u s . O t h e r w is e , b o t h
F ro m
h av e
c o u ld
T a rg e t D o c u m e n t, y o u
s h o rtc u t
to
m a y
y ou
to
D o c u m e n ts ".
k e y
ic o n "
ta r g e t ta b le
it e m s
an d
ic o n s
is
in
it e m s a r e g r a y e d o u t .
c le a r
th a t th e
t a r g e t t a b le
can
be
t h e b a s e t a b le .
6 6
O n e t a b le
F ro m
t h is
b e tw e e n
of
c o u ld
on
d iffe r e n t t y p e s o f t a b le s :
d e m o n s t r a t io n , y o u
B ase
P u rch a se
a p p lie s
be base d
to
O rde r
an d
a ll d o c u m e n t
t a r g e t p a ir s ; t h e y
a re
t h e m o s t fr e q u e n t ly
B a s e
c o u ld
ge t a
D o c u m e n t ( t a b le ) a n d
G ood
ty p e
R e c e ip t
t a b le s .
c le a r p ic t u r e
a b o u t t h e r e l a t io n s h ip
T a r g e t D o c u m e n t ( t a b le ) . A
PO
t a b le s
H e re
n o t in c lu s iv e . Y o u
is
m ay
is
sh ow n
lis t
fin d
of
c o m m o n ly
con ce pt
u se d
base -
m o r e , b u t t h e fo llo w in g a r e
u se d on e s:
T a b le
T a r g e t T a b le
O Q U T S a le s
Q u o t a t io n
O R D R S a le s O r d e r
O Q U T S a le s
Q u o t a t io n
O D L N D e liv e r y
O Q U T S a le s
Q u o t a t io n
O IN V A /R
I n v o ic e
O IN V A /R
O R D N R e tu rn s
O IN V A /R
I n v o ic e
O R D N R e tu rn s
O R IN A /R
C r e d it N o t e
O D LN A /R
O R IN A /R
C r e d it N o t e
I n v o ic e
I n v o ic e
O P O R P u rch a se O rde r
O PD N G oods
O P O R P u rch a se O rde r
O P C H A /P
O P D N G oods
R e c e ip t P O
O R PD G oods
O PD N G oods
R e c e ip t P O
O P C H A /P
I n v o ic e
O R PD G oods
re tu rn
O R P C A /P
C r e d it N o t e
O R P C A /P
C r e d it N o t e
O P C H A /P
s p e c ific p a ir
h e r e . T h is
I n v o ic e
R e c e ip t P O
I n v o ic e
re tu rn
6 7
I h a v e o m it t e d
t h e d e t a ils
fo r t h e lin k . A c t u a lly , y o u
e x is t o n
t h e fir s t c h ild t a b le
as Q U T1
in s t e a d o f O Q U T .
T h e lin k in g fie ld s
B a s e E n t r y in
B a s e T y p e r e fe r s to
B a s e R e f is u s u a lly lin k e d t o
B a s e L in e w ill b e
T a r g e t E n t r y in
T a rg e tT y p e
go
fo r t h e h e a d e r t a b le , s u c h
on
r e fe r s to
th e ty p e s o f th e b a s e
D ocN u m
t h e lin e n u m b e r in
th e b a s e
t a b le
k e y to
th e
D o c E n try
t a b le
fie ld
r e fe r s to
r e fe r s to th e ty p e s
to
t h e b a s e t a b le 's
in
th e b a s e
t a b le
b a s e lin e t a b le
t h e t a r g e t t a b le 's D o c E n t r y
o f t h e t a r g e t t a b le
b u ild
a g o o d
th e n e x t c h a p te r, a n
q u e ry
im p o r t a n t c o n c e p t n e e d s t o
be
k e pt
m in d :
S im p lic it y is in
m ak e
t h in g s
M y
s lo g a n
h av e
n e e d e v e r y w h e r e in
c o m p lic a t e d ,
c o m p e t e w it h
t h e t a r g e t t a b le
it s im p le T h e
B e fo r e y o u
t a b le
t h a t a ll t h e lin k s
a r e v e r y c le a r . F o r e x a m p le :
K e e p in g
in
o r s o - c a lle d r o w
w ill fin d
y ou
fin d
y o u r s e lf
in
an
a w k w a rd
n o t o n ly
be
in
se e
qu e ry
if it is
k e p t in
b u ild in g :
th e
th e
a lr e a d y
t h e b e g in n in g .
B y
qu e ry
k e e p in g
p e r fo r m a n c e
pro ce ss. A
is
as
th e
la s t
s im p le s t o n e .
t h e s im p le s t in
s te p
In
fo r
th is
an y
w ay ,
b u ilt q u e r y , b u t a ls o
s im p le
as
p o s s ib le ,
it
w ill
n e w
"k e e p
h e lp s
y e s,
w h y d o e s th e n e w
qu e ry n e e d
to b e
be
q u e r ie s
th a t
th e
to
be
s y s te m
F ie ld s : A r e t h e r e a n y fie ld s t h a t h a v e n o t b e e n
C o n d it io n s : A r e t h e r e a n y c o n d it io n
be
e n d in g b a t t le
try
m u ch
lo n g e r . T h e
t o g e t r id
t h is
s im ila r jo b , a n d
if
u s e d fo r th e
qu e ry ?
u s e d fo r th e q u e r y ?
o v e r la p s ?
b e h in d
it is
c le a r : t h e r e
is a n e v e r
o f c o m p lic a t io n s .
m e th o d
be com e s an
th a t h a v e n o t b e e n
m e a n in g
b u ilt ?
y ou
w o u ld
n o t a ffe c t e d . I t w ill a ls o b e a g r e a t h e lp t o t h e t r o u b le s h o o t in g
T a b le s : A r e t h e r e a n y t a b le s
lis t c a n
qu e ry
s h o r t c h e c k lis t fo r s im p lic it y is a s fo llo w s :
b u ild in g
to
it s im p le " w o u ld
n e w
e n su re
O t h e r q u e r ie s : A r e t h e r e a n y o t h e r q u e r ie s d o in g
W h e n
p o s it io n
o th e rs .
h a b it
to
Th e
m ay
c u r r e n t c h a n g in g w o r ld . W h e r e v e r y o u
is : s im p le , s im p le r , t h e s im p le s t .
c h e c k in g
th e
an d
it b e c o m e s
r o u t in e , y o u
w ill fin d
th a t q u e ry
e n jo y a b le p r o c e s s .
6 8
C h a p te r
Q u e r y W iza r d s , Q u e r y G e n e r a to r
a n d Q u e ry M a n a ge r
Le sson 1
Q u e ry G e n e ra to r
Le sson 2
Q u e r y W iz a r d
Le sson 3
Q u e ry M a n a g e r
6 9
O v e r v ie w
In
th e
p r e v io u s
t e r m in o lo g ie s
r e la t io n s h ip s
co n ce p ts
ch a p te r,
u se d
are
a b o u t?
in
y ou
t h is
im p o r t a n t
You
le a r n e d
book .
b a s ic
You
fo r
a ls o
S Q L
w ill b e t t e r
co n ce p ts
k n ow
Q u e ry .
u n d e rsta n d
r e g a r d in g
th a t
W h at
w h e n
t a b le s
are
y ou
t a b le
of
th e se
a ll
sta rt
c e r t a in
an d
y ou r
ow n
th e
h ard
jo u r n e y to c r e a te a S Q L Q u e r y r e p o r t.
H ow
do
I sta rt?
w ay . E v e n
th e
S A P
th e se
b e fo r e
sta rt. I h a v e
ro u te
is
th e
be
k e pt
good
u s in g
an d
Q u e ry
to
o n ly
n e ce ssary .
G e n e ra to r
le a r n e d
t h is
m e n u , I m y s e lf h a d n e v e r g o n e t h r o u g h
p la n n e d
h o n e s t, I ju s t
th a n
q u e s t io n . I h a v e
t o o ls t o c r e a t e q u e r ie s a r e r e a d ily a v a ila b le f r o m
t o o ls
n ow . To
Th at
th o u g h
w r it e
Q u e ry
fo u n d
t h is
book
M an age r
ou t
to o
W h at
p it y !
W iz a r d ,
it
w o u ld
an d
la t e
If
to
sh ow
sy ste m
th a t I to o k
h ad
h av e
m e
h ow
to
q u e r ie s u n t il
su ch
sta rte d
sav e d
m ost of
y ou
a
lo n g e r
w it h
Q u e ry
tre m e n d o u s
a m o u n t o f t im e .
Th e se
t o o ls
e s p e c ia lly
Th e se
are
fo r
t o o ls
q u it e
c o n v e n ie n t
sta rte rs
w ill
h e lp
to
w r it e
y ou
to
an d
t h e ir
o m it
e f f ic ie n t
f ir s t q u e r y
t h is
proce ss
fo r
fo r
of
e v e ry on e
S A P
to
u se ,
B u s in e s s
O n e .
w r it in g
e v e ry
s in g le
s t a t e m e n t , t a b le s ' n a m e s , o r f ie ld s ' n a m e s , e t c .
T h is
ch a p te r
w ill in t r o d u c e
y ou
to
tw o
b a s ic
S Q L
Q u e ry
t o o ls
fo r
S A P
B u s in e s s O n e :
.
Q u e ry
g e n e ra to r
Q u e ry
w iz a r d
B o th
t o o ls
O n e
q u ic k ly .
s im p le
y ou
In
y ou
are
n o
sta rte rs
y ou
ju s t
ste p s so
d e c id e
to
ge t
h av e
w it h
w h ic h
to
k n ow
le a r n e d
fe w
th a t y o u
n e x t s e c t io n , t h e
can
th ro u g h
If
fo r
A fte r
don e
d e t a ile d
th e
You
jo b
are
m ou se
can
c lic k s .
is
Th e
in
S A P
y ou
B u s in e s s
c o u ld
in t r o d u c t io n
ge t
g iv e s
h a v e s t e p - b y - s t e p a d v ic e .
d if f e r e n c e s b e t w e e n
on e
qu e ry
t o o ls ,
m ore
s u it a b le
th e se
t o o ls a r e
fo r
y ou
w h e n
m ay
f in d
th a t
d is c u s s e d .
y ou
re ad
th e se
t o o ls
a ll t h e ir f e a t u r e s a n d b e n e f it s .
are
m ore
e x p e r ie n c e d
re ade r,
lo n g e r n e c e s s a r y . O t h e r w is e , y o u
th ro u g h
S Q L
th e se
th e c h a p te r to r e fr e s h
y ou
a r e s t r o n g ly e n c o u r a g e d t o g o
y o u r s e lf .
7 0
Th e
la s t
O n e .
S Q L
in t r o d u c e s
sy ste m
Q u e ry
cre a te
h ow
s e c t io n
Th ose
le v e l is a b o v e
y ou r
to ru n
ow n
S y s te m
q u e r ie s
q u e r ie s
are
Q u e r ie s
a n o th e r
av e rage . You
q u ic k ly .
For
t h o s e q u e r ie s f ir s t t o s a v e
good
b u ilt - in
sta rt
c o u ld t h e n
a
to
fo r
S A P
B u s in e s s
re ade rs
w h ose
c u s t o m iz e t h e m
b e g in n e r ,
y ou
m ay
ju s t
an d
le a r n
t im e .
T h e p r e v io u s s c r e e n s h o t s h o w s y o u h o w t o a c c e s s t h e s e d iffe r e n t t o o ls fr o m
S A P B u s in e s s O n e m e n u . Y o u c a n fin d a ll t o o ls fo r t h is c h a p t e r fr o m
a ll u n d e r
th e
T o o ls
q u e ry
th e
is
d a ta b a s e
Q u e r ie s
m e n u . Q u e ry
is t h e t h ir d it e m ; a n d S y s t e m
an d
d is p la y s
r e p o r t t h a t d ir e c t ly
th e m
fo r m a tte d
G e n e r a t o r is
th e
th e
it . T h e y a r e
se con d
it e m ;
Q u e r ie s is n u m b e r fiv e .
re a ds
u s in g
th e
r e q u ir e d
t a b le s
fr o m
a s t r u c t u r e d q u e r y la n g u a g e
(S Q L).
7 1
Elements of a Query
E le m e n t s
o f a Q u e ry
Select tables and their relations

Select fields
Table fields (adjust headings, if necessary)

Calculation fields (select heading and formula) (optional)
Define sorting (optional)
Direction (ascending order, descending order)

Sequence (first sort field, second sort field, and so on)
Define grouping (optional)
Fields according to which rows are grouped

Grouping type (total records, total distinct records,
amount, average, minimum, maximum)
Define conditions (optional)
Fixed conditions
Variables
SAP AG 2003
qu e ry , o r
lis t e d
on
y ou r
n e e d
s e le c t t h e
qu e ry .
to
d a ta
c re a te
(O R D R )
an d
a n o th e r
u s in g
You
in
If
th e
s ta te m e n t,
t h a t c o n t a in
s e le c t
can
b e tw e e n
e x a m p le , y o u
m a s te r
th e
s h o u ld
re co rds
b u s in e s s
th e
s e v e r a l t a b le s
th e
c o n t a in
th e
e le m e n t s
of
p a rtn e r
fie ld s
fo r
th e m
lin k
y ou
u s in g
th e
w a n t to
qu e ry , y o u
a
fie ld
d is p la y
n o r m a lly
to
lin k
t a b le s
fo r s a le s
b u s in e s s
p a rtn e rs
(O C R D )
code .
m o s t c a s e s , th e
In
th e
o rde rs
to
on e
s y s te m
c o r r e c t lin k .
s e le c t t h e
r e s u lt
S Q L
t a b le s
y ou
re co rds. F o r
fin d s t h e
u n d e r ly in g
t h e fig u r e .
F ir s t , y o u
in
th e
qu e ry
of
an
fie ld s
fro m
r e s u lt .
You
a d d it io n ,
th e
s e le c t e d
m ay
add
t a b le s
th a t y o u
c a lc u la t io n
s u b t r a c t io n ,
fie ld s
m u lt ip lic a t io n ,
w a n t to
th a t
or
d is p la y
d is p la y
d iv is io n
of
th e
tw o
fie ld s .
G r o u p in g
fie ld s
in
re co rds.
You
You
a llo w s
y ou
s in g le
to
d is p la y
ro w . To
S p e c ify
h ow
m u s t d e c id e
do
th e
d a ta
re co rds
s y s te m
s h o u ld
N u m b e r o f d a t a re c o rd s in
N u m b e r o f d is t in c t d a t a re c o rd s in
Tota l of th e
M in im u m
M a x im u m
A v e ra g e
d e fin e
gro u p
th e
w h e t h e r t h e r e s u lt o f t h e g r o u p in g
can
t h a t h a v e c e r t a in
com m on
t h is , c h o o s e t h e fie ld s fo r t h e g r o u p e d d a t a
th e
r e m a in in g
s h o u ld b e
fie ld s .
th e :
g ro u p ( to ta l re c o rd s )
th e
g ro u p
( t o t a l d is t in c t re c o rd s )
fie ld ( a m o u n t )
of th e
fie ld ( m in im u m )
of th e
of th e
fix e d
fie ld ( m a x im u m )
fie ld ( a v e ra g e )
c o n d it io n s
( fo r
C ) , o r u s e v a r ia b le s t h a t t h e s y s t e m
e x a m p le , b u s in e s s
q u e r ie s w h e n
p a rtn e r ty p e
c a llin g t h e q u e r y .
7 2
Information
Tables
I n f o r mabout
a t i o n Fields
a b o u t and
F ie ld
s a n d
T a b le s
View
System Information
Business Partner Master Data
Code
Table name
Field name
[... ... ... OCRD,
CardCode]
Status
StatusBar
Bar
SAP AG 2003
Th e
s ta tu s
b a r , w h ic h
B u s in e s s O n e M a in
Th e
le f t s id e
de bu g
S y s te m
abou t
I n f o r m a t io n
in fo r m a t io n
Th e
d e s ig n a t e d
in fo r m a t io n
in fo r m a t io n
is
e x te n d s
s y s te m
of
an y
a lo n g
th e
e n t ir e
lo w e r
e dge
o f th e
S A P
im p o r t a n t , p e r t in e n t s t a t u s
an d
W in d o w , c o n t a in s v a r io u s t e x t fie ld s .
fr o m
g iv e n
is d is p la y e d
to
on
I n fo r m a t io n
d is p la y
an y
w in d o w
th e
fie ld
V ie w
w h e n
th a t
is
m e n u ,
th e
ope n e d.
y ou
cu rso r
can
B y
s e le c t in g
v ie w
passe s
d e t a ile d
ov e r
it .
Th e
u se d
in
th e
t h e le ft s id e o f t h e s t a t u s b a r .
c o n t a in s
t a b le , a n d t h e n a m e o f t h e t a b le
th e
fie ld
d e s c r ip t io n
w h e r e t h e fie ld
is lo c a t e d .
7 3
L e s s o n
Q u e ry G e n e ra to r
Q u e r y G e n e r a t o r is t h e fir s t t o o l t o
in
t h e m e n u it e m
be
d is c u s s e d . I t is lo c a t e d
a b o v e th e
lis t .
Q u e r y G e n e r a t o r o v e r v ie w
Q u e ry
L ik e
G e n e ra to r
a ll
n o t a b le
o th e r
to
do
be
e n a b le s
t o o ls ,
an y
it e m
can
W it h
t h is t o o l, y o u
.
it
is
y ou
to
c re a te
d e s ig n e d
D M L q u e r ie s
a c c e s s e d fr o m
a r e a b le
fo r
su ch
as
q u e r ie s
d a ta
u s in g
th e
S Q L qu e ry
r e t r ie v a l/ s e le c t io n
o n ly .
e n g in e .
You
a re
u p d a t e s , in s e r t , o r d e le t e . T h is m e n u
T o o ls | Q u e r ie s | Q u e r y G e n e r a t o r .
to :
C r e a t e m a n y q u e r ie s y o u r s e lf fr o m
a fi x e d
s e t o f t a b le s
in
S A P
.
A c c e s s a ll t h e d a t a
in
t h o s e t a b le s a n d
e v a lu a t e it a c c o r d in g t o
y ou r
n e e ds
.
C r e a t e in d iv id u a l r e p o r t s w it h o u t w r it in g
a n y s in g le q u e r y
s ta te m e n ts
L e ft p a rt o f Q u e ry G e n e ra to r fo rm
A fte r
y ou
m a in
fo r m
y e llo w
of
on
th e
th e
Q u e ry
c e ll. C lic k
L is t , a s in
Th e
c lic k
th e
T a b
fo llo w in g
s e t o f t a b le
Q u e ry
G e n e ra to r
G e n e ra to r.
n am e s
k e y
O n
th e
fr o m
th e
m e n u
to p
it e m ,
y ou
le ft o f t h e
e m p ty
c e ll t o
can
b r in g
fo r m , y o u
u p
m ay
b r in g
u p
C h o o s e
ty p e
an y
le t t e r s
th e
fin d
fro m
s c re e n s h o t:
w ill t h e n
sh ow
u p. You
c o u ld
in
th e
7 4
F in d
te x tb o x
to
O
w o u ld
be
u p /d o w n
b r in g
c o u ld
on
th e
k e y to
t a b le s
t a b le
w e
c h a p te r.
y ou
th e
lis t .
th e
H o w e v e r, h e re
is
s t ill o n e
fe w
In
B u s in e s s
O n e
id e a l c a s e , y o u
t im e s t o
in
case
m ay
s e le c t e d .
be e n
th e
s e le c t e d . I f y o u
b u tto n
th e
h e lp
n e e d
to
a n d
th e
t a b le
y ou
sh ow s
fie ld s
r ig h t p a r t s h o w s
o r t a b le
U n de r
t a b le
th e
n am e s on
S e le c t ,
n am e s
fr o m
qu e ry
th e
s c r o ll
bar
or
w it h
page
o f th e
D a ta
to o
D ic t io n a r y
h a rd
c o u ld
th e
k n ow
to
fin d
e a s ily
n am e s
in
th e
w h ic h
fin d
th e n
th e
y ou
file
go
to
is
th e
th e
a ll c o m m o n ly
n o t a v a ila b le
th ro u g h
th e
to
t a b le
u s e d t a b le s
y ou . In
n am e
t h is le s s
lis t q u it e
ta b le
O C R D
( B u s in e s s P a r t n e r
C h o o s e :
in
th e
saw ,
w ro n g
sam e
th e
t a b le
r e m o v e it fr o m
y ou
fin d
w ay
O C S T
or
as
th e
(S ta te
ch an ge d
fir s t t a b le
t a b le )
w as
h as
a ls o
y o u r m in d , t h e
t h e lis t .
G e n e ra to r fo rm
w o u ld
se e
th a t
h ig h lig h t e d
th e
t a b le
com pon e n t w h e n
y ou
m id d le
in
pa rt
of
a lp h a b e t ic a l
th e
th e
fo r m
o rde r.
fie ld
Th e
n am e
a pro pe r bo x .
th re e
a re
ju s t
o f Q u e ry
s e le c t io n ,
th e
t a b le
y ou
s e le c t e d
r ig h t p a r t s
In
s t a r t in g
th e m .
c lic k
on e
h e r e c o u ld b e u s e d t o
M id d le
A fte r
th a n
scre e n sh o t
th e
a lr e a d y
b e s t p la c e s
s e le c t e d w h e n y o u
s e le c t m o r e
In
u se
a v a ila b le , y o u
t h e e x a m p le s c r e e n s h o t , t h e h ig h lig h t e d
You
le t t e r .
fo r .
im p o r t a n c e
is
th a t
n am e s.
b e c o m e fa m ilia r w it h
t a b le ) w ill b e
w it h
in . A ll t a b le s
d ic t io n a r y , it m ig h t b e
o f th e
p r o b a b ly
ty p e d
e it h e r
o f t im e , if y o u
t h e fu ll t a b le
s t a r t in g
is
a r e lo o k in g
R e fe re n c e s
sak e
in
th a n
c o u ld
th e
th e
c o u ld ju s t t y p e
fo r S A P
You
d is c u s s e d
W it h o u t
n am e s
le t t e r
t a b le s y o u
n e e d . I f T a b le
q u ic k ly . F o r
t a b le
th a t th e
to p
fin d t h e
Y o u 'll r e m e m b e r
p r e v io u s
u p
fin d
fie ld s
a re
s e le c t e d
sh ow n
fr o m
w it h
th e
tw o
t a b le s .
U n de r
d e fa u lt a lia s
T 0
F ro m ,
an d
th e
T 1 . Th e
7 5
d e fa u lt
lin k
by
s y s te m
is
a ls o
sh ow n .
If
th e
lin k
is
n ot
c o rre c t,
y ou
can
m a n u a lly fix it .
U n de r
W h e re ,
T 1 .[ N a m e ]
y ou
h as
can
be e n
P a r t n e r a c c o r d in g t o
You
m ay
c lic k in g
fr o m
n o t ic e
on
th e
v a r ia b le
th e
fo r m
as
re p re s e n ts
an y
fie ld s
fo r
th e
to
r e s t r ic t t h e
pu rpo se
of
qu e ry
r e s u lt . H e r e ,
b r in g in g
th e
B u s in e s s
t h e S t a t e / P r o v in c e n a m e s .
th a t
th e re
is
C o n d it io n s
th a t c a n
[% 0 ],
a
ch oose
s e le c t e d
be
fo r
a d d it io n a l fo r m
You
s e le c te d . T h e
[% 1 ],
v a r ia b le
an
b u tto n .
an d
S Q L
so
on .
qu e ry
in
m ay
sh ow n .
fin d
1 2
V a r ia b le s
Th e
a ppe a rs
p a r t a llo w s
pe rce n t
S A P
T h is
c o n d it io n a l
B u s in e s s
y ou
s ig n
p lu s
O n e .
It
a fte r
fo r m u la s
to
s e le c t
n u m be r
can
a llo w
th e
u s e r t o s e le c t o r in p u t v a lu e s d u r in g q u e r y e x e c u t io n .
In
as
th e
la s t e x a m p le , S t a r t W it h
T 1 .[ N a m e ]
m a n u a l in p u t
lik e
w ild c a r d
s t r in g o f z e r o o r m o r e
U n de r
by
fo r m u la
Th e
c h a ra c te r
p lu s
a d d it io n a l
th a t
can
be
[% 0 ]
v a r ia b le
th e
on
u se d
as
g iv e s
th e
r e s u lt
r ig h t
of
[% 0 ]
is
s u ffix
to
m a tc h
an y
c h a ra c te rs .
S o rt, T 1 .[ N a m e ]
is
a ls o
s e le c t e d
to
a llo w
qu e ry
r e s u lt s
to
be
s o rte d
S t a t e / P r o v in c e n a m e s .
E x e c u t in g
W h e n
th e
'[ % 0 ] '.
a q u e ry fro m
a ll t h e
fo llo w in g
r e q u ir e d
fo r m
Q u e ry
G e n e ra to r fo rm
in fo r m a t io n
h as
Q u e r y S e le c t io n
be e n
s e le c t e d , c lic k o n
C r it e r ia
w ill
pop
u p
E x e c u te . T h e n
fo r
y ou
to
in p u t
a n y le t t e r s :
In
ge t
th e
th e
p r e v io u s
qu e ry
e x a m p le ,
r e s u lt
s t a t e / p r o v in c e w it h
w it h
le t t e r
a ll
h as
b u s in e s s
t h e n a m e s t a r t in g
be e n
e n te re d . T h a t m e a n s
p a rtn e r
w it h
code
an d
n am e s
y ou
fr o m
w ill
th e
Y.
7 6
T h e r e s u lt lo o k s lik e t h e n e x t s c r e e n s h o t :
If
t h is
s a v e
th e
q u e ry
y o u r
Th e
y o u
in
to
You
m ay
h as
be e n
s in g le
s a v e d
T h e
b u t in
n o t ic e
lin k e d
b u tto n
th e
t a b le
t o p ic
E n g lis h ,
at
th e
c lic k
o n
u n d e r
S a v e
a n y
r e g a r d in g
b o tto m
e it h e r fr o m
som e
n e a r
q u e ry
q u e ry
th e
b o tto m
c a t e g o r ie s
s a v in g
to
w it h
w ill
b e
of
th e
of
th e
fo r m
is
r ig h t - t o - le ft o r fr o m
o th e r
la n g u a g e s
u se d
to
h e lp
y ou
le ft - t o - r ig h t . T h is
m ay
n o t s ta r t fr o m
re v e rse o rde r.
t h a t a ll q u e r y
to g e th e r
s ta te m e n t.
c u r v e in
la t e r ,
I t m ig h t b e
T a b le
u n lik e
le ft - t o - r ig h t ,
u s e d
e n te re d .
d is p la y
be cau se
b e
d e t a il la t e r .
R e v e rs e
ch oose
is
q u e ry .
n a m e
d is c u s s e d
c o u ld
T h is
is
fo r
s c r ip t fr o m
d iffe r e n t s e c t io n s
y o u . R e m e m be r, y o u
su ch
good
g ift
fo r
y ou
do
to
o f th e
g e n e ra to r
n ot n e e d
to
re du ce
y ou r
w r it e
an y
le a r n in g
t e r m s o f q u e r y le a r n in g . D o n o t w a s t e t h is v a lu a b le r e s o u r c e !
7 7
L e s s o n 2
Q u e ry
to
W iz a r d
is
th e
se con d
to o l to
Q u e r y G e n e r a t o r . W e a r e g o in g
Q u e ry
W iz a r d
e n a b le s
You
n ot
a re
W it h
.
d is c u s s e d
in
c o m p a re b o th
t h is
c h a p t e r . I t is
t o o ls la t e r in
th e
s im ila r
book .
o v e r v ie w
b u ild in g
T h is m e n u
be
to
a b le
it e m
to
can
t h is t o o l, y o u
e asy
acce ss
r e p o r t s . I t is
do
an y
D M L
th e
C r e a t e q u e r ie s t h r o u g h
th e
q u e r ie s
b e a c c e s s e d fr o m
can do
to
d e s ig n e d
d a ta b a s e
fo r
su ch
d a ta
as
an d
an
e asy
w ay
r e t r ie v a l/ s e le c t io n
u p d a t e s , in s e r t , o r
of
o n ly .
d e le t e .
T o o ls | Q u e r ie s | Q u e r y W iz a r d .
fo llo w in g :
fiv e
s te p s fr o m
fix e d
s e t o f t a b le s fr o m
S A P
.
A c c e s s a ll d a t a
C r e a t e in d iv id u a l r e p o r t s w it h o u t w r it in g
S te p
1 S p la s h
Th e
fir s t s t e p
y ou
ge t
th e
s te p -b y -
is
in
t h o s e t a b le s a n d
q u e ry .
T h e
s c re e n
fo r y o u
t ip s
on
e a c h s te p
a n y s in g le q u e r y s t a t e m e n t s
s c re e n
v e ry
s im p le .
fir s t s c r e e n
s te p
g e t h e lp fr o m
th a t
th ro u g h
th e
s c r e e n s h o t is
to
k n o w
A fte r
y ou
s im p ly
definition
o m it t e d
y o u
c lic k
t e lls
a re
on
y ou :
o f
h e re
s t a r t in g
Q u e ry
T h is
W iz a r d
w iz a r d
p a ra m e te rs
s in c e
t h is
it is
m e n u
it e m ,
w ill g u id e
r e q u ir e d
n o t h in g
b u t a
y o u
fo r
s p la s h
w iz a r d .
7 8
S te p
Th e
as
2 S e le c t t a b le s
se con d
m an y
o f t a b le s
In
th e
in
is
as
s im ila r t o
y ou
fo r s y s te m
e x a m p le
s e le c t e d
O S L P
s te p
t a b le s
is
le ft p a r t in
t h in g
s e le c t a n y
y ou
( B u s in e s s
E m p lo y e e
h e re
ju s t
is ,
it
t a b le ) . E a c h
is
n o t ic e a b ly
o f th e
fo r m . Y o u
t a b le s
b y d o u b le - c lic k in g .
w ill t h e n
T h is p r o c e s s a p p lie s t o
lin k e d
t a b le
lis t in
fr o m
G e n e ra to r. Y o u
can
s e le c t
th e
y ou
t a b le ) .
m ay
Th e
fin d
th a t
se con d
t a b le s e le c t e d is p la c e d in
d is p la y s t h e fu ll d e s c r ip t io n
b e tte r
sh ow s
th a n
Q u e ry
a ll lin k e d
th e
t a b le
is
a s e p a ra te ro w
o f t h e t a b le s .
G e n e ra to r.
t a b le s
fir s t t a b le
s e le c t e d
u n d e r th e
W h e n
y ou
lo w e r p a r t
fin d it v e r y c o n v e n ie n t t o ju s t c h o o s e t h e n e c e s s a r y
a ll t a b le s
th e
saw ,
P a rtn e r
t a b le , it a u t o m a t ic a lly
d iffe r e n t t a b le s
Q u e ry
m u s t t r y t o m in im iz e t h e n u m b e r
p e r fo r m a n c e a n d q u e r y e ffic ie n c y .
t h e w in d o w . T h e s e c o n d c o lu m n
O n e
th e
n e e d. H o w e v e r, y o u
scre e n sh o t
O C R D
( S a le s
fo r th e re p o rt
lo w e r
s e le c t e d in
p a rt o f th e
th e u p p e r p a r t o f th e fo r m .
fo r m
ch an ge s
w h e n
y ou
h ig h lig h t
u p p e r p a r t o f th e fo r m .
7 9
S te p
3 S e le c t f ie ld s a n d
S te p
in
Q u e ry
G e n e ra to r.
You
m ay
ta b
s e le c t e d
m ay
In
ou t
in
A s
fr o m
to
fie ld
y ou ,
You
can
th e
lis t ,
an y
ty p e
so
t h is
can
th e
th a t
w h e n
th e
to
y ou
F in d
b r in g
te x tb o x
to
m id d le
pa rt o f Q u e ry
C h o o s e
t a b le s
se a rch
fro m
fr o m
lis t
b o th
fr o m
th e
t o o ls . Y o u
y o u r re q u e s te d
fie ld s .
d e s c r ip t io n
S A P
m ig h t
You
re a ch
C
can
le t t e r s . J u s t u s e
o rd e r to b e c o m e
u p
th e
s e le c t fie ld s .
t h e lis t :
fo r
le t t e r
y ou
as
s e le c t e d
t h e p r e v io u s c h a p t e r , y o u
in fo r m a t io n .
y ou
fu n c t io n
n am e s
R e fe r e n c e s
t im e s b e fo r e
in
on
D e s c r ip t io n : F ie ld
a v a ila b le
ty p e
le t t e r s
c o lu m n s o n
sam e
c o lu m n
lik e
k n ow
th e
h a v e m o r e o p t io n s t o
F ie ld
ju s t
N a m e : F ie ld
T a b le
u se d
is
y ou
th e
th e
It
an y
T h e re a re tw o
h as
a d d it io n , y o u
t a b le .
ty p e
W iz a r d
s o rt o rd e rs
B u s in e s s
be
th e
w ill
can
O n e
se con d
p r o b a b ly
be st
n e e d
g e t a ll fi e ld in fo r m a t io n
in
adv an ce .
p la c e
to
go
to
If
fin d
th a t
fr o m
is
n ot
a ll c o m m o n ly
th ro u g h
th e m
m an y
fr e q u e n t ly u s e d fie ld s a t e a s e .
to
b r in g
th e
ge t
to
th e
m ou se
fa m ilia r w it h
th e
fie ld
fie ld s
n am e s
s t a r t in g
q u ic k e r . O r , y o u
or page dow n
w it h
m ay
to p
of
n ot n e e d
on
to
to b ro w s e th ro u g h
t h e lis t
t h o s e fie ld s .
8 0
F ro m
th e
be e n
Th e
p r e v io u s
s c re e n s h o t,
y ou
s e le c t e d . A n o t h e r fie ld fr o m
can
se e
th a t
C a r d C o d e : B u s in e s s P a r t n e r C o d e fr o m
C a r d N a m e : B u s in e s s P a r t n e r N a m e fr o m
S lp N a m e : S a le s E m p lo y e e N a m e fr o m
t h ir d
c o lu m n , H e a d in g , d is p la y s
ch an ge
th e m
N am e .
It
to
w ill
a n y t h in g
sh ow
on
y ou
th e
tw o
O S L P h a s a ls o b e e n
w an t
to p
of
th e
th e
as
in
O C R D
h av e
O C R D
O C R D
O S LP
fie ld
su ch
fie ld s
s e le c t e d . T h e y a r e :
d e s c r ip t io n
C u s to m e r
qu e ry
r e s u lt
by
d e fa u lt . Y o u
N am e
in s t e a d
scre e n
as
can
of
B P
c o lu m n
h e a d in g .
Th e
fo u r th
c o lu m n ,
p r io r it y ; y o u
T h e fift h
Th e
s ix t h
add. You
If y ou
Th e
can
c o lu m n
S o rt
a s s ig n
O rd e r,
u se s
d e fin e s t h e s o r t t y p e
c o lu m n
a llo w s
ju s t n e e d
to
an
in t e g e r
a n y o r d e r s t o t h e fie ld
y ou
s e le c t Y
to
(1 ,
gro u p
fie ld
on
y ou
c o lu m n
in
th e
p r e v io u s
s c re e n s h o t,
3 )
to
se t
th e
so rt
o r D e s c e n d in g .
an y
w o u ld
fie ld s
lik e
h a v e n o t s e le c t e d t h is , t h e d e fa u lt v a lu e w o u ld b e
la s t
2 ,
h a v e s e le c t e d .
a s A s c e n d in g
s e t th e
fo r th e
y ou
y ou
w o u ld
lik e
to
it t o b e g r o u p e d t o .
N .
C o m p . , o ffe r s
s ix
c o m p u t a t io n
o p t io n s :
.
T o t a l R e c o r d s : D is p la y s t h e n u m b e r o f r e c o r d s r e t r ie v e d
T o t a l D is t in c t R e c o r d s : D is p la y s t h e n u m b e r o f d is t in c t r e c o r d s
r e t r ie v e d
A m o u n t : D is p la y s t h e
su m
o f t h e v a lu e s fo r n u m e r ic fie ld
in
th e
8 1
r e t r ie v e d r e c o r d s
.
A v e r a g e : C a lc u la t e s a n d d is p la y s t h e a v e r a g e
fie ld
in
t h e r e t r ie v e d
M in im u m :
o f t h e v a lu e s o f t h a t
re co rds
D is p la y s t h e s m a lle s t v a lu e o f t h is fie ld
fr o m
w it h in t h e
.
M a x im u m :
D is p la y s t h e la r g e s t v a lu e o f t h is fie ld
fr o m
w it h in
th e
S te p
4 C o n d it io n s a n d
S te p
is
fo r
d e fin in g
r e la t io n s
th e
c o n d it io n s
c o n d it io n s a n d r e la t io n s a r e b a s e d
F o r th e
p r e v io u s
e x a m p le , it is
c o n d it io n
e n t e r e d is S a le s
You
s e le c t ( o r ) o n
m ay
c o n d it io n s . Y o u
th e
on
an d
r e la t io n s
th e d a ta b a s e
D is p la y
fo r
C o n d it io n s
E m p lo y e e 's n a m e , w h ic h
th e s e tw o
ta b s to
d e fin e
r e t r ie v in g
d a ta .
B o th
s t r u c t u r e a n d lo g ic .
ta b . Y o u
can
s e e th e
c o n t a in s G o r d o n .
t h e p r io r it y
m a y a ls o s e le c t A n d / O r t o d e fin e c o m p le x
s e q u e n c e o f th e
c o n d it io n s .
8 2
Th e
o th e r
t a b le s
O n e
an d
S te p
fo r D is p la y
a n o th e r
to
s y s te m
R e la t io n s . U n d e r t h is
m u st
w it h
th e
y ou
th e
c o m p ly
w it h
th e a d d e d
c o m p le t e
fin a l
th e
th e
t h is
T h is
ta b , y o u
w ill fin d
d e fin e d r e la t io n s h ip
ch e ck box
m e an s
c o n d it io n s
th a t
d e fin e d
is
th e
on
s e le c t e d , S A P
re co rds
th e
th e
fir s t
b e tw e e n
th e
B u s in e s s
y ou
w an t
to
Define C o n d i t i o n s
c o n d it io n .
c o m p le t io n
a ll C o n d it io n s
s te p ,
t h a t a p p lie s
ro w . W h e n
c o n d it io n .
5 Q u e r y W iz a r d
W h e n
y ou
is
t h a t a p p e a r in
adds
r e t r ie v e
ta b
ta b
c h e c k b o x , E x e c u t e . I t a p p lie s
c o lu m n 's
w h ic h
an d
sh ow s
R e la t io n s , c lic k in g
y ou
th e
Q u e ry
on
s c r ip t
N e x t w ill b r in g
c re a te d
by
th e
a ll o f y o u r s e le c t io n s .
8 3
You
m ay
r e v ie w
th e
qu e ry
to
ch e ck
if it is
a ll y o u
n e e d. If y ou
fin d
t h a t it d id
n ot
in c lu d e
a ll c o n d it io n s , y o u
can
go
back
to
e d it s o m e
o f th e m
in
F in is h
to
th e
p r e v io u s
s te p s .
In
th e
e x a m p le
case ,
th e re
a re
n o
p r o b le m s .
C lic k
b r in g
u p
th e
q u e r y r e s u lt w in d o w .
You
can
fin d
P r o v in c e fr o m
a ll B u s in e s s P a r t n e r C o d e s a n d N a m e s u n d e r t h e s e le c t e d S t a t e /
t h e q u e r y r e s u lt s .
L ik e Q u e r y G e n e r a t o r , if t h e q u e r y is u s e fu l, y o u
q u e r y . T h e t o p ic
r e g a r d in g
q u e r y s a v in g w ill b e
c a n c lic k S a v e t o
d is c u s s e d in
th e
sav e y ou r
C r e a t in g a n d
s a v in g u s e r q u e r ie s s e c t io n o f t h e n e x t c h a p t e r .
8 4
W h a t is t h e
W h e n
y ou
n o t ic e d
d if f e r e n c e b e t w e e n
go
th ro u g h
th e
th e
d iffe r e n c e s
Q u e ry
G e n e ra to r a n d
fir s t p a r t o f t h e c h a p t e r , y o u
b e tw e e n
th e
Q u e ry
Q u e ry
W iz a r d ?
h a v e p r o b a b ly a lr e a d y
G e n e ra to r
an d
Q u e ry
W iza rd
t o o ls .
You
w ill fin d
h av e . Th e
S Q L
th e
s u m m a r iz e d
fir s t t o o l, Q u e r y
q u e r ie s . Y o u
G e n e r a t o r , is
I t ju s t u s e s
Q u e r ie s .
can
s ta rt to
d iffe r e n c e s
on e
s im p le
u se
h e re
on e
to
c la r ify
o f th e
y ou
d o u b ts
y ou
m ay
s im p le s t t o o ls fo r b u ild in g
U s e r I n te rfa c e
it w h e n e v e r
an y
w is h
(U I)
to
fin d
fo r y o u
th e
to
c re a te
t a b le s , fie ld s ,
a n d t h e ir r e la t io n s h ip .
Th e
se con d
th a t
y ou
t o o l, Q u e r y
can
be com e s
fin d
m u c h
W iz a r d , h a s
th e
t a b le
adde d
fiv e
e a s ie r b e c a u s e
y ou
s te p s
m o re
w it h
d iffe r e n t fo r m s , s o
e a s ily .
h a v e t h e o p t io n
A ls o ,
t o b r in g u p
fin d in g
fie ld s
C h o o s e fro m
lis t .
H e r e is t h e lis t s h o w in g t h e s im ila r it ie s b e t w e e n
.
T h e r e is n o n e e d t o
A llo w s s e le c t io n o f t a b le s
P r o h ib it s u p d a t in g
U s e s t h e m o u s e a lo n e
D iffe re n c e s
Q u e ry
w r it e
a n d fie ld s
d a ta
to a d d
c o n d it io n s
G e n e ra to r
R e q u ire s m o re
su m m a ry ,
s in g le
s te p ,
Q u e ry
p r e fe r
w it h
a ll
th e
b e g in n e r , I
pow e r
to
L e s s h e lp t o p ic s
M o re
F ie ld le v e l s e le c t io n is b a s ic
F ie ld le v e l s e le c t io n is s o p h is t ic a t e d
Q u e ry
w h ile
W iz a r d
is
is
fie ld s .
m o re
th e
Q u e ry
th e
s im p le r
t a b le s
Q u e ry
an d
ge t
W iz a r d
th e
W iz a r d
fie ld s .
q u ic k
c o n c e n tra te d
m e ,
try
to
c le a r s e le c t io n
ov e r
To
su gge st y ou
d iffe r e n t
h e lp t o p ic s
d e s ig n e d
b u ild q u e r ie s w it h
G e n e ra to r
an d
w o u ld
G e n e ra to r
Q u e ry
Q u e ry
s e le c t
M u lt ip le s t e p s U s e r In t e rfa c e
t a b le s a n d fie ld s R e q u ire s le s s t a b le s a n d fie ld s

K n o w le d g e
th e
t a b le s
W iz a rd
K n o w le d g e
in s t r u c t io n s t o h e lp y o u
I
t o o ls :
fu ll q u e r y s t a t e m e n t s
S in g le s t e p U s e r In t e rfa c e
In
th e s e tw o
You
in
r e s u lt s
on
be cau se
w ill
a ls o
s te p -b y -s te p
d iffe r e n t p h a s e s .
be cau se
s te p s ,
in
th e
am
i t g iv e s
be
fa m ilia r
b e tte r.
y ou
To
m o re
p r o v id e d
w it h
m o r e h e lp fu l t ip s .
B e n e f it t in g
B e s id e s
fo r y o u
S y s te m
fro m
Q u e ry
to
le a r n
q u e r ie s
b u ilt - in
G e n e ra to r
s y s te m
an d
S Q L Q u e ry
e n a b le
y ou
in
q u e r ie s
Q u e ry
W iz a r d ,
th e re
is
a n o th e r
p o w e r fu l to o l
S A P B u s in e s s O n e . T h a t is : S y s t e m
to
g e n e ra te
a d d it io n a l r e p o r t s
an d
Q u e r ie s .
r e t r ie v e
d a ta
8 5
th a t
is
n ot
a v a ila b le
by
q u e r ie s
e it h e r
s y s te m
q u e r ie s
c h o o s in g t h e m
or by
Th e
fo llo w in g
fr o m
r u n n in g
th e
th e
d iffe r e n t
appe ar as
e n t r ie s
fr o m
scre e n sh o t
o th e r
re p o rts .
m o d u le s in
You
e ach
acce ss
u n d e r r e p o r t m e n u , id e n t ifie d
T o o ls | Q u e r ie s | S y s t e m
sh ow s
m ay
m o d u le
y ou
th e
n am e s
of
s y s te m
th e
r e le v a n t
w it h
th e
ic o n
Q u e r ie s .
a ll t h e
a v a ila b le
s y s te m
q u e r ie s .
You
m a y fin d a s m a n y a s 1 8
q u e r ie s h e r e . M o s t q u e r ie s a r e r e la t e d t o fin a n c e
a n d b a n k in g .
You
can
se e
th e
qu e ry
O r d e r L in k e d
to
Th e
a c t u a lly
r e s u lt
is
p u r c h a s e o r d e r in
r e s u lt s
fr o m
on e
of
th e
s y s te m
q u e r ie s :
P u rc h a s e
D e p o s it .
e m p ty
be cau se
th e d a ta b a s e . Y o u
th e re
w o u ld lik e
is
n o
d e p o s it
li n k e d
to
th e
t h is r e s u lt , w o u ld n 't y o u ?
8 6
W h at y ou
n e e d
to k n o w
is a L e ft A r r o w ( S h o w
t h e fu ll b o d y
A s
soon
as
is t h e
to p
p a r t o f t h e q u e r y r e s u lt . Y o u
ic o n ) t h e r e . W h e n
y ou
c lic k o n
th e
w ill s e e t h e r e
a rro w , y o u
w ill g e t
o f th e q u e ry s ta te m e n ts .
y ou
c lic k
on
th e
L e ft A r r o w
ic o n ) .
You
w ill n o t ic e
th e re
O n ly .
Th e
o th e r
P e n c il w it h
is
a re
tw o
ic o n , it w ill b e c o m e D o w n
a d d it io n a l ic o n s
C ro ss.
A ll q u e r y
A rro w
d is p la y e d . O n e
s ta te m e n ts
a re
is
( H id e
P e n c il
sh ow n
as
w e ll.
T h is
is
o n ly
a v a ila b le
in s t e a d o f e a c h
W h e n
y ou
s ta te m e n t
m o d ify
c lic k
a re a
if y o u
ru n
th o s e
s y s te m
q u e r ie s
u n de r
th e
t o o ls
m e n u
th e
qu e ry
m o d u le u n d e r r e p o r t .
on
w ill
th e
P e n c il
be com e
th e q u e r y fo r y o u r o w n
O n ly
y e llo w
ic o n ,
in s t e a d
th e
of
ba ck gro u n d
gre y .
You
a re
of
n ow
a b le
to
u se .
8 7
W h e n
y ou
fin is h e d it in g , y o u
T h a t w ill c h a n g e b a c k t o
If y ou
m a y c lic k t h e o t h e r ic o n ( P e n c il w it h
t h e r e a d o n ly m o d e
a r e in t e r e s t e d , h e r e is t h e c o m p le t e
C ro s s ).
o f th e q u e ry b o d y .
s t a t e m e n t o f t h is q u e r y :
D E C L A R E @ F a c to r a s n u m e r i c ( 1 ,0 )
S E L E C T @ F a c to r =
C A S E (S E L E C T T O P 1 D is p P o s D e b F R O M
O A D M ) W H E N 'N ' T H E N 1 E L S E - 1
EN D
S E L E C T T 0 .C a r d C o d e ,
T 0 .C a r d N a m e ,
T 0 .B a l a n c e ,
T 0 .C r e d i tL i n e ,
( T 0 .C r e d i tL i n e + @ F a c to r * T 0 .B a l a n c e ) " D e v i a ti o n "
FR O M
O C R D
T0
W H E R E ( s e l e c t T 0 .C r e d i tL i n e + @ F a c to r * T 0 .B a l a n c e ) < 0 A N D T 0 .C a r d T y p e
= 'C '
If y ou
can
c o m e a c r o s s a n y d iffic u lt ie s in
a lw a y s c o m e b a c k
to s y s te m
c r e a t in g y o u r q u e r y la t e r , y o u
q u e r ie s t o
fin d
s o m e u s e fu l t ip s .
8 8
L e s s o n
In
th e
Q u e ry
th a t
y ou
Le sson , y ou
W iz a r d .
can
h a v e c e r t a in
to
Q u e ry M a n a g e r
p r e v io u s
an d
Th e
le a r n e d a b o u t t w o b a s ic t o o ls , Q u e r y G e n e r a t o r
M e a n w h ile ,
c re a te
or
u se
y o u
w it h
a ls o
w it h
le a r n e d
th e s e
abou t
t o o ls .
s y s te m
H o w e v e r,
q u e r ie s
th o s e
so
t o o ls
lim it a t io n s .
m o s t in c o n v e n ie n t lim it a t io n
th e
y ou
q u e r ie s
th e s e
d a ta b a s e .
is
t h a t o n ly
fix e d
s e t o f t a b le s
t o o ls . F o r e x a m p le , t h e t a b le lis t d o e s n o t s h o w
W h e n
th e
q u e r ie s
be com e
c o m p lic a t e d ,
th e s e
is
a v a ila b le
a ll t a b le s in
t o o ls
m ay
n ot
w o r k fo r y o u .
You
m u st
be
r e s t r ic t io n s .
c re a te
t o p ic
T h is
th e m
Le sson
sam e
k n ow
h ow
o th e r
c o m p le x
d e t a ile d
y ou
a s w e ll.
th e
Q u e ry
s a v in g ,
t im e ,
Th e
su ch
to
h av e
illu s t r a t e s
O n e :
c r e a t in g ,
th e
In
in
y ou
lo g ic ?
to
c re a te
w ay s
Th e
q u e r ie s
o f c r e a t in g
an sw e r
is
fr e e ly
q u e r ie s
w it h o u t
w h e n
d e fin it e ly :
y ou
"Y e s ".
th o s e
n e e d
T h is
is
to
th e
o f t h is c h a p t e r .
B u s in e s s
by
e age r
D o
y ou
qu e ry
th e
m o s t im p o r t a n t b u s in e s s
M a n a g e r. You
an d
d e le t in g
w ill le a r n
w ill le a r n
th e m
h ow
to
d ir e c t ly
o r g a n iz e
s ta te m e n ts , k e y w o rd s , a n d
fir s t s e c t io n ,
y ou
w ill le a r n
e v e r y t h in g
a s U s e r I n t e r fa c e , in c lu d in g e a c h
in t e llig e n c e
h ow
to
fr o m
m an age
th e
y ou r
Q u e ry
q u e r ie s
fu n c t io n s
r e la t e d
to
to o l fo r S A P
y o u r q u e r ie s
w ill b e
th e
M a n a ge r. A t
in t o
c a t e g o r ie s .
p re s e n te d
Q u e ry
to
M an age r
b u t t o n . T h e q u e r y c a t e g o r ie s fo r s a v e d
q u e r y w ill a ls o b e d is c u s s e d .
Q u e r y M a n a g e r u s e r in t e r f a c e
Th e
fo llo w in g
scre e n sh o t
sh ow s
y ou
h ow
to
acce ss
t h is
to o l fr o m
th e
S A P
B u s in e s s O n e m e n u :
J u s t lik e
th e
fir s t m e n u
o th e r
it e m
qu e ry
t o o ls , Q u e r y
M an age r can
be
acce sse d
th ro u g h
th e
u n d e r T o o ls | Q u e r ie s .
8 9
You
be
can
a ls o
fo u n d
acce ss
on
ic o n s . T h is
th e
ic o n
it d ir e c t ly
t o o lb a r
is
fr o m
th e
b e tw e e n
sh ow n
in
th e
t o o lb a r . T h e
F o rm
Q u e ry
S e t t in g s
t h e p r e v io u s s c r e e n s h o t o n
M a n a g e r ic o n
an d
can
M e s s a g e / A le r t
t h e le ft s id e o f Q u e r y
M a n a g e r.
In
t h e Q u e r y M a n a g e r w in d o w , y o u
.
D is p la y a ll e x is t in g q u e r ie s
C re a te a n d
D e le t e
M an age
Q u e ry
or
is
D is p la y
T h is
is
q u e r y c a t e g o r ie s
is
d e le t e d
c re a te d
d ir e c t ly fr o m
s a v e u s e r q u e r ie s
u s e r q u e r ie s
M an age r
e d it e d ,
qu e ry
u se d
by
by
t o o ls
qu e ry
th e
lik e
m a n a g e m e n t.
A ll
q u e r ie s
Q u e ry
M a n a g e r t o o l. I t d o e s
Q u e ry
G e n e ra to r/Q u e ry
can
be
sav e d,
n o t m a t t e r if t h e
W iz a r d ,
or
by
u se rs
t h e q u e r y r e s u lt w in d o w s .
a ll e x is t in g
th e
fo r
u s in g
q u e r ie s
s im p le s t
fu n c t io n
s a v e d q u e r ie s o r s y s t e m
Th e
can :
fir s t t e x t
b lo c k
on
fo r
th e
Q u e ry
q u e r ie s t h r o u g h
th e
to p
of
th e
M a n a ge r.
You
can
fin d
a ll y o u r
t h e Q u e r y M a n a g e r U s e r in t e r fa c e .
Q u e ry
M an age r
can
d is p la y
n e w
qu e ry
th e
qu e ry
n am e y ou
h av e
s e le c t e d
o r a llo w
y ou
to
ty p e
qu e ry
n am e
fo r a
b e fo r e
y ou
s a v e it .
Th e
n e x t
y ou
h av e
te x t
b lo c k
s e le c t e d
b e lo w
or
q u e r y c a te g o r y b e fo r e
Th e
b ig
w in d o w
c a t e g o r ie s
an d
a llo w
y ou
u n de r
th e
th e
y ou
to
n am e
ty p e
s a v e it t h r o u g h
th e s e
qu e ry
qu e ry
tw o
n am e s
qu e ry
th e
box e s
fo r
can
th e
is
d is p la y
c a te g o ry
M a n a g e
th e
th e
p la c e
e x pan de d
qu e ry
n am e
C a te g o ry
to
fo r
n e w
fu n c t io n .
d is p la y
c a t e g o r ie s
c a te g o ry
a ll
y ou
qu e ry
h av e
s e le c t e d .
9 0
T h e fir s t s c r e e n s h o t s h o w s t h e s y s t e m
Th e
se con d
e x a m p le
sh ow s
e x pan de d
q u e r y c a t e g o r ie s :
You
n o t ic e
m ay
th a t
th e re
qu e ry n a m e s:
t h e q u e r y c a t e g o r ie s p lu s t h e q u e r y n a m e s u n d e r
a re
tw o
d iffe r e n t
ic o n s
in
fr o n t
of
e ach
qu e ry
9 1
c a te g o ry :
th e
R ig h t
A rro w
A rro w
ic o n s
qu e ry
n am e s
c a t e g o r ie s
ch an ge
u n de r
can
1 .
u n de r
to
th e
th e
d is p la y
qu e ry
to
c a te g o ry ,
to
th e
as
w e ll
as
c a t e g o r ie s
e x pan d
ju s t
fir s t w a y
is
th e
r e q u ir e d
qu e ry
w h e n
y ou
on
Th e
se con d
is
fin d
th e
O n e
c lic k
w ay
qu e ry
e x pan de d
R ig h t A r r o w
ic o n s
y ou
th e
n e e d
to
c lic k
or
on
v ic e
c lic k
to
d is p la y
r e fe r to
th e
D ow n
th e
th e
qu e ry
ic o n , t h e s t a t u s w ill
v e rsa .
on
an d
Th e
th e
To
ic o n
fin d
in
qu e ry
fr o n t o f th e
tw o w a y s :
th e
Q u e ry
n am e
an d
s e le c t
M a n a g e r w in d o w
s p e c ific
qu e ry
on
b y p a s s in g
th e
d ir e c t ly
e n ou gh
to
d ir e c t ly . Y o u
th e
n am e .
t h e q u e r y r e s u lt w in d o w
n am e
good
c a te g o ry
it .
fr o m
w ill b e d is p la y e d
G e n e ra l
o th e r
th a t a re
n o n -e x p a n d e d
y ou
a n y q u e r ie s in
is
n e x t
c a t e g o r ie s . T h e
Th e
O K
ic o n
S y s te m
n ot e x pan de d. W h e n
e x p a n d e d
s p e c ific
c lic k
2 .
fo r
th a t a re
q u e ry c a te g o ry to
You
A rro w
n e x t
s ta n d
fr o m
a
D o w n
ic o n
w it h
n am e
Th e
or
b r in g
T o o ls
u p
th e
Q u e r ie s
qu e ry
fin d
can
s e le c t e d
qu e ry
e it h e r m e t h o d .
Q u e r y M a n a g e r w in d o w . Y o u
fr o m
can
y ou
U s e r
can
a ls o
Q u e r ie s .
r e s u lt w in d o w
w it h
t h is
m e th o d .
Th e
se con d
m ig h t b e
O r
if
y ou
a d v is a b le
u se
m e th o d
p re s e n ts
c u t o ff w h e n
h av e
y ou
lim it a t io n .
If
th e
qu e ry
n am e
d is p la y t h e ir n a m e s d ir e c t ly fr o m
s p e c ia l c h a r a c t e r s , it m a y
n o t d is p la y
th e m
th e
is
to o
lo n g , it
T o o ls m e n u .
fu lly
e it h e r . I t is
to
s h o rte r
n am e s
fo r
q u e r ie s
w h e n e v e r
p o s s ib le .
A v o id
u s in g
s p e c ia l
c h a r a c t e r s w h e n e v e r p o s s ib le .
C r e a t in g
C r e a t in g
to
b r in g
fr o m
a n d
s a v in g
u p
th e
qu e ry
can
be
don e
d ir e c t ly
a fte r y o u
r e s u lt w in d o w . T h e q u e r y y o u
q u e r y t o o ls d ir e c t ly o r s e le c t e d fr o m
th e
ru n
a n y q u e r ie s in
w a n t to ru n
can
o rde r
e it h e r b e
Q u e ry M a n a ge r.
9 2
W h e n
y ou
ope n
e a r lie r , y o u
th e
t h e q u e r y r e s u lt w in d o w
m ig h t b e
a b le
to
r ig h t a u t h o r iz a t io n . I n
t h e S u p e r u s e r in
O n ce
th e
y o u
h av e
le ft s c r e e n
a re d
u se d
to
d is a b le
th e
fo r
got
pro pe r
b e s id e
e n a b lin g
th e
pow e r
to
case
y ou
qu e ry
d o n 't h a v e
th e
fr o m
m e n t io n e d
s c r a t c h , if y o u
h av e
u s e r p r iv ile g e , c h e c k w it h
y ou r com pan y .
lin e c r o s s . F r o m
is
b y e it h e r o f t h e m e t h o d s
e d it o r c r e a t e
th e
u se r
qu e ry
w r it e
w ill b e
t h e p r e v io u s s c r e e n s h o t , y o u
e d it q u e r ie s
e d it in g
r ig h t s , y o u
an d
a b ilit y . W h e n
an y
a b le
to
fin d
tw o
ic o n s
on
s c r ip t . T h e y lo o k lik e a p e n c il o r a p e n c il w it h
q u e r ie s
th e
y ou
to
se con d
c lic k
on
r e t r ie v e
can
ic o n
th e
d a ta
is
fin d
t h a t t h e fir s t ic o n
th e
o p p o s it e , t h a t is ,
p e n c il ic o n , y o u
fr o m
an y
w ill h a v e
t a b le s
in
th e
d a ta b a s e .
U n lik e
th e
k e y w o rd,
Th e
le v e l
o th e r
qu e ry
c o lu m n
fr e e d o m
S Q L
k n o w le d g e .
to
w r it e
qu e ry
If
t o o ls ,
n a m e , t a b le
qu e ry
as
k n o w le d g e
y ou
fin d
it
is
sa v e y o u r qu e ry , y o u
You r
S A P
r e q u ir e s
B u s in e s s
y ou
n e e d
ju s t n e e d t o fo llo w
S a v e . Th e
w r it e
S a v e Q u e ry
2 .
S e le c t a n y c a t e g o r ie s fr o m
3 .
Ty pe
4 .
C lic k o n
e v e ry
s in g le
p a ra m e te r
th a t
O n e
to
t h e t o o ls u n t il y o u
C lic k o n
qu e ry
to
w is h
d iffic u lt ,
1 .
in
h av e
y ou
an d
c h a p t e r . S p e n d y o u r t im e w it h
To
y ou
n a m e , fu n c t io n , a n d
go
y ou
on
s ta te m e n t,
y ou r
ow n .
b o th
h ig h
h av e
d a ta b a s e
back
to
th e
s tru c tu re
p r e v io u s
a re re a dy .
th e s e s te p s :
w in d o w
w ill s h o w
u p.
t h e lis t .
a pro pe r qu e ry n a m e .
S a v e u n d e r th e b o tto m
w ill b e
sav e d
im m e d ia t e ly
o f t h e w in d o w .
w it h
th e
p r e v io u s ly
m e n t io n e d
s te p s .
9 3
T h e S a v e Q u e r y w in d o w
is s im ila r t o t h e Q u e r y M a n a g e r w in d o w . A n y q u e r y
c a t e g o r ie s o r q u e r y n a m e s d is p la y e d
d is p la y e d
Th e
in
th e S a v e
fo llo w in g
C u s to m e r,
c a te g o ry
B P
e x a m p le
h as
be e n
sh ow s
sav e d
h as
u n d e r th e
th e
th e
n e w
e x is t in g
qu e ry
qu e ry
be e n
Q u e r y M a n a g e r w in d o w , w ill b e
to o .
th a t
Th e
s e le c t in g
L is t V e n d o r s
is
in
w in d o w
e d it e d .
G e n e ra l an d
F u ll
qu e ry
Q u e ry
can
n am e
e n te re d .
qu e ry ,
be
to
m o d ify
A fte r
G e n e r a l c a te g o ry . Y o u
B P
sav e d
F u ll
L is t
s e le c t in g
it t o . T h e n e w
c lic k in g
can
by
on
S a v e , t h is
ju s t ty p e
in
th e
n am e
n e w
t h e n a m e if
t h e n a m e is n o t v e r y lo n g .
If y ou
y ou
n e e d
can
B la n k
to
c re a te
c re a te
or
an
E m p ty .
r e s u lt b u t e m p t y
D e le t in g
I t is
it ,
s e le c t e d
on
th e
th e
w a r n in g
y ou
to
h av e
it
y ou
is
Q u e ry
ru n
u se r
th e
s c ra tc h
su ch
t h is
w it h o u t b r in g in g u p o t h e r q u e r ie s ,
as
S E LE C T
qu e ry ,
to
y ou
'' a n d
w ill s e e
c re a te a
qu e ry . Yo u
Q u e ry
M an age r
y ou
w an t
sav e
it
n o t h in g
br an d n e w
t h is
th e
a lt e r n a t iv e
by
s a v in g
q u e r ie s ,
y ou
b u tto n
d e le t in g
w ay
c lic k in g
m ay
is a ll y o u
to
s e le c t
by
in
n am e
th e
qu e ry
qu e ry .
an y
q u e r ie s , y o u
can
th ro u g h
u se r
m ou se
th e
Th at
qu e ry
th e
qu e ry
A fte r
th e
to
y ou
ic o n ,
R e m o v e
w a n t to
fr o m
th e
ope n
d ir e c t ly .
th e
w ro n g
q u e r ie s .
u n de r
n e e d to
d e le t e d
d e le t e
S a v e
or
on
th a t y o u
p o in t t h r o u g h
p r o c e e d . T h e q u e r y w ill b e
an
C lic k
c o n fir m
to
w in d o w
m e n u
d e le t e .
to
d o n 't n e e d
M an age r
fr o m
to
w ill p o p u p
n o t re a ch e d
w in d o w
R e m o v e
fr o m
qu e ry
Q u e ry
A fte r
fr o m
qu e ry
s p a c e t h a t a llo w s y o u
m e ssage
Y e s to
Th e re
If
d e le t e
d e le t e
s e le c t
qu e ry
s im p le
bu t
e m p ty
y ou
b u tto n ,
d e le t e
th e
ru n
h av e
can
an d
c lic k , y o u
can
c lic k
d a ta b a s e .
is
to
b r in g
u p
th e
S a v e
r e s u lt w in d o w . I n s t e a d
q u e r ie s
qu e ry . If
to
d e le t e .
C lic k in g
on
of
th e
do.
c lic k
on
C a n c e l to
re tu rn
to
th e
qu e ry
r e s u lt
w in d o w .
M a n a g in g
q u e r y c a t e g o r ie s
C a t e g o r ie s
a re
q u e r ie s
c a t e g o r ie s
an d
th e
fo ld e r s
c a lle d
G e n e ra l w h e n
th e s e
s y s te m
an
c a t e g o r ie s y o u
If
an d
y ou
o n ly
H o w e v e r,
c a te g o ry
y ou
h av e
g e n e ra l
u se r
to
fe w
w ill
w it h
A n y q u e r ie s c a n
C a t e g o r ie s
a re
Th e y
q u e r ie s .
n e w
c re a te
You
in c lu d e
c a t e g o r ie s
a lw a y s
ge t
d a ta b a s e . T h e re
c a t e g o r ie s
in
an d
th e
is
b e g in n in g .
m a in t a in
q u e r ie s , c a t e g o r ie s
ch an ge
m an age m e n t can
c a t e g o r ie s
q u e r ie s .
u se r
n o t h in g
I t is
y ou r
fo r
d e fa u lt
s y s te m
c a te g o ry
e ls e
b e s id e
de pe n de n t on
q u e r ie s
w it h
an y
lik e .
h av e
t h is
fo r
fo r
th e
sam e
as
soon
sav e
y ou
s tru c tu re
b e fo u n d q u ic k ly in
s im ila r
to
as
m ay
y ou
n ot be
h av e
tre m e n d o u s
as
th e
S A P
t h a t im p o r t a n t t o
m o re
sav e d
t im e . Y o u
B u s in e s s
q u e r ie s .
can
O n e
y ou .
G ood
m a in t a in
m e n u
th e
s y s te m .
t h is w a y .
d ir e c t o r ie s
or
fo ld e r s
in
an
o p e r a t in g
s y s t e m , w it h
9 4
on e
e x c e p t io n .
c a t e g o r ie s
T h is
u n de r
is
th e
n ot
Q u e ry
t r iv ia l
e x c e p t io n .
M a n a ge r.
You
Th e re
d o n 't
is
h av e
o n ly
th e
on e
o p t io n
le v e l
to
fo r
c re a te
m u lt i- le v e l c a t e g o r ie s .
To
m an age
te x t
box .
c a t e g o r ie s ,
A fte r
C a te g o r ie s
W h e n
t h is
c a te g o ry
Th e n
y ou
w ill p o p
w in d o w
by
t y p in g
y ou
can
c lic k
th e
u p lik e
in
pops
an y
c lic k A D D . T h e n e w
u p,
c lic k
M a n a g e
b u tto n ,
t h e fo llo w in g
it
le t t e r s
is
in
c a te g o ry
a lw a y s
th e
in
te x t
w ill b e
C a te g o ry
w in d o w
w it h
b e s id e
t it le
th e
se con d
C r e a t e / E d it
s c re e n s h o t:
A d d
box
adde d
m ode .
c lo s e
to
You
can
add
th e
to p
of
n e w
w in d o w .
r ig h t a w a y .
9 5
If y ou
a re
n o t s a t is fie d w it h
s e le c t a
c a te g o ry
ch an ge
to
an
s c re e n s h o t. A / R
You
can
ty p e
n am e
U p d a te
in
ty p e d
&
A / P
y ou r
th e
w h e n
y ou
b u tto n
G o rd o n
G o rd o n
in s t e a d o f A / R
a re
in
in s t a n t ly ,
n a m e , it is
th e
A d d
lik e
th e
c a t e g o r y is s e le c t e d t o b e
p r e fe r r e d
is
c a te g o ry
in . W h e n
&
y ou
c a te g o ry
c lic k
n am e
v e ry
m ode . Th e
e x a m p le
to
b u tto n
th e
w ill
fo llo w i n g
fo r u p d a te .
t im e . I n
c a te g o ry
e d it it . J u s t
A d d
in
a c a n d id a t e
a t t h is
U p d a te , th e
e asy
th e
n am e
e x a m p le ,
ch an ge s
to
A / P .
9 6
Th e
qu e ry
e d it in g
n am e s
c a te g o ry
u n d e r th e
n am e s.
sam e
c a te g o ry
A c t u a lly ,
t h is
is
w ill n o t b e
th e
a ffe c te d w h e n
c a te g o ry
ID
to
be
u se d
y ou
a re
by
th e
s y s t e m . T h is c a t e g o r y I D
is n o t c h a n g e d d u r in g y o u r c a t e g o r y n a m e u p d a t e .
A fte r
th e
y ou
ch an ge d
lik e
in
c lic k
a g a in
th e
A dd
U p d a te ,
fr o m
U p d a te
m ode .
w in d o w
to
H o w e v e r,
O K .
th e
is
ch an ge d
You
can
b u tto n
to
fin d
m ode . Th e
s t ill s e le c t a n y
w ill n o t
ch an ge
b u tto n
c a t e g o r ie s
to
U p d a te
is
ju s t
t h is
t im e . I t s t ill s h o w s O K .
9 7
To
add
m ode .
a n o th e r
T h is
can
s h o r t c u t C t r l+ A
Th e
la s t
y ou
to
c lic k o n
to
le s s
y ou
to
be
to
a ll
don e
be
m o re
of
fir s t . T h e n
h a lf o f t h e
t im e c o m p a r e d
h a lf
w it h
th e
to
ch an ge
m e n u
it e m
th e
w in d o w
D a ta
m ode
A d d ,
to
A dd
k e y bo a rd
t h e t o o lb a r .
d is c u s s e d
th a n
h av e
th ro u g h
on
t h is b u t t o n
th a n
c a te g o ry , y o u
o r t h e ic o n
b u tto n
s e le c t
c a te g o ry
n e w
is
th e
S e le c t A ll b u t t o n . T h is
G ro u p s .
th e
y ou
If
y ou
can
gro u ps, y o u
w an t
to
gro u ps,
b u tto n
a s s ig n
it
w ill b e
d e s e le c t a n y g r o u p s . I f y o u
can
ch e ck
th e m
on e
by
y ou r
a llo w s
qu e ry
e a s ie r
to
ju s t a s s ig n
o n e . I t w ill s a v e
u n c h e c k in g m a n y b o x e s a ft e r S e le c t A ll.
9 8
W h e n e v e r
y ou
a v a ila b le . A s
A ll. T h e
Th e
h av e
soon
as
d e t a ils
fo r
qu e ry
n ot
s e le c t e d
a ll g r o u p s ,
th e
S e le c t
a ll g r o u p s a r e s e le c t e d , t h e b u t t o n
gro u ps
a re
u se d
fo r q u e r y
r e p o r t u s e r a u t h o r iz a t io n s
A ll
b u tto n
w ill b e
w ill c h a n g e t o
C le a r
r e p o r t u s e r a u t h o r iz a t io n s .
w ill b e
d is c u s s e d
in
C h a p te r
5 .
9 9
C h a p te r
U s e r D e fin e d F ie ld s a n d T a b le s
Le sson 1
U s e r D e fin e d F ie ld s
Le sson 2
U s e r D e fin e d T a b le s
1 0 0
L e s s o n
U s e r D e fin e d
F ie ld s
Adding User-Defined Fields

A d d in g
U s e r - D e f in e d
Maintain Object Data
F ie ld s
Category
New Field
Standard object
fields
Cancel
OK
Additional
AdditionalWindow
Window
Open Table
Title
Manage User Fields

BP No.
Name
Debit
Rows
Credit
Due By
New Field
Additional
AdditionalColumn
Column
SAP AG 2003
S A P
B u s in e s s
O n e
y ou
t h e b u s in e s s o b je c t s in
C h oose
T o o ls
U s e r - D e fin e d
a n d m a in t a in
U s e r - d e fin e d
fie ld s
d e fin e d
fie ld s
ch oose
V ie w
in
h e a d e r le v e l c a n
a llo w s
w a n t to
at
an
fie ld
d e fin e d
is
fie ld
h e ade r
le v e l.
by
in flu e n c e d
fie ld s
Th e
F ie ld s
be
s y s te m
v is ib le
in
m an y
a d d it io n a l fie ld s
as
y ou
M an age
U s e r F ie ld s
to
c re a te
fie ld s .
F ie ld s .
th e
as
Th e
a d d it io n a l w in d o w .
F ie ld s
t a b le
add
th e s y s te m .
to
To
Th e
s y s te m
m ak e
d is p la y s
t h is
th e
w in d o w
s p e c ia l t r a n s a c t io n
v is ib le ,
fie ld s
u n de r
u se r-
on
th e
T o o ls
S e t t in g s
t a b le . A ft e r y o u
adds
t h is
an d
in v is ib le
s e t t in g s u n d e r T o o ls
or
fie ld a s a n
a c t iv e
by
in a c t iv e
F o rm
c re a te d
d e fa u lt .
by
a d d it io n a l c o lu m n
u s in g
You
th e
can
fie ld
to
t o t h e t a b le .
m ak e
s ta n d a rd
th e
u se r -
docu m e n t
S e t t in g s
1 0 1
Definition of a User-Defined Field

D e f in it io n
o f a U s e r - D e f in e d
F ie ld
Title and description

Type and structure
Alphanumeric
Regular, Address, Phone, Text
Numeric
Date/Time
Date, Hour
Units and Totals
Rate, Amount, Price, Quantity, Percent, Measure
General
Link, Image
Valid values (optional): If your field is alphanumeric, you may

Enter valid values directly in the definition
Link a user-defined table that contains the valid values
Default Value
Mandatory Field
Create Index
Set Linked Table
SAP AG 2003
If
y ou
s e le c t
d a ta b a s e
m ay
th e
C re a te
le v e l. T h is
s lo w
dow n
In de x
a c c e le r a t e s
th e
o p t io n ,
se a rch
se a rch e s
p e r fo r m a n c e
w h e n
t a b le
on
y ou
in d e x
th e
d a ta
add
is
c re a te d
o f t h is
n e w
on
fie ld
e n t r ie s
to
bu t
t h is
fie ld .
You
can
fie ld s
th e
a ls o
by
d e fin e d
t a b le
fie ld .
In
fie ld ,
y ou
can
lin k
s e le c t in g
th e
fie ld .
a re
o rde r
to
can
u se
S e t
B y
L in k e d
d o in g
d is p la y e d
d is p la y
as
d a ta
fo r m a tte d
to
T a b le
t h is , t h e
a
on e
se a rch .
lis t
a d d it io n a l
Th e
m an y
in
th e
d e s c r ip t io n s
dro pdo w n
fr o m
or
in d ic a t o r
S e t
to
d e fin it io n
fr o m
th e
c o lu m n s
L in k e d
th e
of
u se r-
in
T a b le
th e
u se r
in d ic a t o r
b e s e le c t e d o r d e s e le c t e d a t a n y t im e .
1 0 2
Assignment to Categories
A s s ig n m e n t t o
C a t e g o r ie s
View
User-Defined Fields
Maintain Object Data
Category
New Field
Standard object
fields
OK
Cancel
Open Table
Tools
User-Defined Fields
Define your own categories
Settings
Make the field invisible/inactive

for certain categories
In
o rde r
docu m e n t
SAP AG 2003
o p t io n
w in d o w
is
to
d is p la y
or
o n ly
is
th e
o b je c t,
a c t iv e
ch oose
V ie w
if U s e r - D e fin e d
d is p la y e d , a n
F ie ld s
th a t h a v e
->
F ie ld s
be e n
h av e
a d d it io n a l a t t a c h e d
be e n
w in d o w
d e fin e d
F ie ld s .
fo r
T h is
d e fin e d . W h e n
a ls o
ope n s
b e s id e
t h e o r ig in a l w in d o w .
O r g a n iz in g
d is p la y in g
w h e n
th e
fie ld s
th e m
d e fin in g
u pon
a
to
adde d
a n o th e r. B y
s o r t t h e fie ld s
by
d iffe r e n t
n e e d
in
th e
d o c u m e n ts . S o m e
n ot
in
to
o f th e
e ach
n e w
o r g a n iz in g
c a t e g o r ie s
v a r io u s
m ay
a s s is t
d o c u m e n ts .
fie ld
in
m a r k e t in g
on e
of
th e
F or
y ou
e x a m p le ,
d o c u m e n ts
S a le s
an d
in
it
is
P u r c h a s in g
fie ld s a r e r e le v a n t fo r o n e d o c u m e n t b u t
th e
t h e ir a p p r o p r ia t e
fie ld s
in
c a t e g o r ie s
it is
p o s s ib le
to
d o c u m e n t.
1 0 3
L e s s o n
Adding User-Defined Tables

U s e r D e f in e d
T a b le s
A d d in g
T a b le s
User- defined Table

Code
Name
User Field User Field
Company
Database
Tables
@User-defined
Table
OCRD
Category
OINV
New Field
Standard
object fields
Cancel
OK
OTM
Y oSAPuAG 2003
can
b u ild
n e w
t a b le s
t a b le s
s t o r e d a n y w h e r e e ls e in
C h oose
th e n
T o o ls
t a b le s
by
y ou
to
th e @
as
be com e
C ode
N a m e ( d e s c r ip t io n )
can
d e fin e d
th a t
O n e .
is
n ot
F ie ld s
M a n a g e
pa rt
o f th e
U s e r F ie ld s a n d
u s e r - d e fin e d t a b le s .
com pan y
d a ta b a s e . T h e y
a re
a r e c r e a t e d w it h
tw o
fie ld s :
( m u s t b e u n iq u e )
add
an y
B u s in e s s
d a ta
p r e fix .
to
S A P
im p o r t a n t
c r e a t e a n d m a in t a in
A s a d e fa u lt , u s e r - d e fin e d t a b le s
You
t a b le s ) in
d is p la y
th e s y s te m .
c h o o s e U s e r T a b le s t o
id e n t ifie d
( u s e r - d e fin e d
a llo w
a d d it io n a l u s e r - d e fin e d
fie ld s
to
o t h e r b u s in e s s o b je c t . T o m a in t a in
t a b le ,
ch oose
T o o ls
U s e r
y ou r
t a b le
th e c o n te n t o f y o u r u s e r -
T a b le s
< T a b le
N a m e > -
< T a b le D e s c r ip t io n > .
You
can
fie ld s
th e
a ls o
by
s e le c t in g
d e fin e d
t a b le
fie ld .
In
fie ld ,
y ou
can
lin k
th e
fie ld .
a re
o rde r
to
can
u se
S e t
B y
L in k e d
d o in g
d is p la y e d
d is p la y
as
d a ta
fo r m a tte d
t a b le
to
T a b le
fr o m
lis t
a d d it io n a l
Th e
m an y
in
th e
dro pdo w n
se a rch .
or
in d ic a t o r
t h is , t h e
a
on e
S e t
to
d e fin it io n
fr o m
th e
c o lu m n s
L in k e d
th e
of
u se r -
in
T a b le
th e
u se r
in d ic a t o r
b e s e le c t e d o r d e s e le c t e d a t a n y t im e .
1 0 4
Using User-Defined Fields

U s in g
Integration into
document
templates
F ie ld s
In reports
Userdefined
fields
For finding
objects
For storing
information
U sSAPeAGr2003
- d e fin e d
fie ld s
can
be
u se d
in
e x a c t ly
th e
sam e
w ay
as
s ta n d a rd
fie ld s :
F o r in t e g r a t io n
To
u s e in
To
fin d
To
in t o
d o c u m e n t t e m p la t e s
r e p o r t s ( q u e r ie s )
o b je c ts
s to re
a d d it io n a l
in fo r m a t io n
su ch
as
p ic t u r e s ,
file s ,
an d
h y p e r lin k s
E x a m p le s :
A d d it io n a l c la s s ific a t io n
D ir e c t a c c e s s
to
th e
o f c u s to m e rs a n d v e n d o rs
I n t e r n e t u s in g
d e fin e d
c u s to m e r o r v e n d o r
U R Ls
I n t e g r a t io n
of
com pan y
lo g o
or
ro u te
to
th e
c u s to m e r
D is p la y in g it e m
You
can
u s e fu l
gro u p
if
y ou
c a t e g o r ie s
D e f in e d
an d
p ic t u r e s
u se
a s s ig n
F ie ld s
la r g e
fie ld s
in t o
n u m be r
of
fie ld s
T h is
by
c h o o s in g
is
e s p e c ia lly
fie ld s .
T o o ls
D e fin e
U s e r-
S e t t in g s . . .
1 0 5
C h a p te r
S Q L Q u e r y fo r F o r m a tte d S e a r c h
Le sson 1
S Q L F o rm a tte d
- D e fin e d
Le sson 2
S e a rc h
an d
U se r
V a lu e s
S e a r c h in
e x is t in g U s e r - D e fin e d
V a lu e s a c c o r d in g
to th e sa v e d
q u e r ie s
Le sson 3
S e a rc h
in e x is t in g
V a lu e s o n ly
1 0 6
O v e r v ie w
In
t h e p r e v io u s c h a p t e r , y o u
le a r n e d a b o u t u s e r q u e r y s e c u r it y a n d u s e r
q u e r y fo r a p p r o v a l p r o c e d u r e s in
T h is c h a p t e r fo c u s e s o n
p r o c e s s e s . I t is t o
o n e o f t h e m o s t fr e q u e n t ly u s e d b u t e r r o r - p r o n e
c r e a te S Q L Q u e r y fo r
c h a p t e r c o v e r s t h e fo llo w in g
.
D is c u s s in g t h e
F o rm a tte d
fo llo w in g
tw o
( F M S ) . T h is
te rm s :
F o rm a tte d
U s e r - D e fin e d V a lu e s ( U D V )
S e a rch
C la r ific a t io n o f t h e s e t w o
Th e pro ce ss o f h o w
S e a rc h
t o p ic s :
to
F o c u s is g iv e n
to
te rm s
se t u p U D V
F M S
q u e r y a n d is s u e s r e la t e d
to F M S
q u e r y , s u c h a s w h y t h e r e a r e in t e r n a l e r r o r m e s s a g e s
p o p p in g
F M S
.
W it h in
u p an d
T h e la s t s e c t io n
g iv e s y o u
t h is c h a p t e r , t h e t e r m
A n o th e r te rm
w h at a
d o lla r s ig n
o r n e g a t iv e s ig n
m e a n s in
qu e ry
" fie ld "
som e F M S
w ill b e
q u e r y e x a m p le s
u s e d if r e la t e d t o
'c o lu m n ' is r e s e r v e d fo r a fo r m - r e la t e d
t a b le .
p la c e h o ld e r .
1 0 7
L e s s o n
B e fo r e
g o in g
F o rm a tte d S e a rc h a n d
in t o
(U D V ) n e e d to
F o rm a tte d
d e t a il
be
of
S e a rch
h as
be e n
v e r s io n . H o w e v e r , t h e s e
to
be
n o
s to p
s ig n s in
m o r e p o p u la r t h a n
Th e
r a t io n a le
a b ilit y
fo r
co v e rs
u se r
b o th
qu e ry
F o rm a tte d
m o re
th e
to
t h is
is
d e fin e
r e s u lt s .
S e a rch
scope s.
te rm s
by
(F M S ),
c o - e x is t e d
u s in g t h e t e r m
v a lu e s
th a t
V a lu e s
V a lu e s
u n t il v e r s io n
th e
2 0 0 7
8 .8 . T h e re
w it h
se e m
F o r m a t t e d S e a r c h . A c t u a lly , t h is t e r m
fr o m
To
fo r
U D V
v a lu e s
u se
a
it
e m p h a s iz e s
m e a n in g fu l
d iffe r e n t
r e p la c e d
tw o
S e a rch
d e t a il. T h e s e t w o c o n c e p t s a r e c lo s e ly r e la t e d .
is
U D V .
b e h in d
u se rs
F o rm a tte d
d is c u s s e d in
U s e r - D e fin e d V a lu e s
u se r
in
an
o v e r a ll c o n c e p t
s y s te m
p r e d e fin e d v a lu e
as
m e n u
h ow
qu e ry
F o rm a tte d
is
b o th
th e
g e n e ra te d
S e a rch
m ay
U D V
v a lu e s .
n e v e r
be
th e
fit s
h as be e n
to
d e s c r ib e
lis t a n d
it e m ,
v a lu e
an d
v a lu e s
th e
fie ld s .
fr o m
It
F M S
p e r fe c t ly . H o w e v e r ,
o b t a in e d . T h is t e r m
Th e se
r e p la c e d
tw o
by
te rm s
is
h av e
V a lu e s c o m p le t e ly .
T h e o ffic ia l e x p la n a t io n
Th e
o f t h e U s e r - D e fin e d V a lu e s c a n
V a lu e s
v a lu e s , o r ig in a t e d
by
fu n c t io n
e n a b le s
p r e d e fin e d s e a r c h
S A P
b e fo u n d n e x t.
B u s in e s s
p r o c e s s , fo r a n y
O n e
u se rs
fie ld in
to
e n te r
th e s y s te m
( in c lu d in g u s e r - d e fin e d fie ld s ) .
E x a m p le s o f u s in g t h is fu n c t io n
in c lu d e :
E n t e r in g v a lu e s in t o fie ld s
A u t o m a t ic e n t e r in g o f v a lu e s in t o fie ld s
C r e a t in g d e p e n d e n c e b e t w e e n
e x a m p le , t h e v a lu e in
D is p la y in g
e x a m p le ,
fie ld s
U se r
th a t
u s in g a
fie ld
a re
S ig n a t u r e ,
p r e d e fin e d lis t
fie ld s
in
v ia u s e r - d e fin e d q u e r ie s
th e s y s te m , fo r
in flu e n c e s t h e v a lu e in
o n ly
a v a ila b le
C r e a t io n
to
D a te ,
fie ld
q u e r ie s ,
O pe n
fo r
C h e ck s
B a la n c e fo r b u s in e s s p a r t n e r , a n d s o o n
In
s h o r t , t h is
pe rh a ps
e n a b le s
m o s t im p o r t a n t ly
" W o r k flo w
d o u b le
fu n c t io n
th e
m o re
u se r
to
e n te r
a c c u r a t e ly . I n
L ig h t " im p le m e n t a t io n . I t c a n
b o th
d a ta
m o re
fa c t, th e
sav e
e ffic ie n t ly
c o n c e p t is
an d
so rt o f a
u s e r t im e a n d r e d u c e d a t a
e n t r ie s .
1 0 8
H o w
To
to
w o rk
acce ss
w it h
th e
C u s t o m iz a t io n
You
can
acce ss
a ls o
it
V a lu e s
V a lu e s ,
y ou
T o o ls | U s e r - D e f in e d
u se
th e
d ir e c t ly
s h o rtc u t k e y
fr o m
can
ch oose
m e n u
it e m
T o o ls
V a lu e s .
S h ift + A lt + F 2
n o n - a s s ig n e d
fie ld
in s t e a d . A n o t h e r o p t io n
by
u s in g
S h ift + F 2 .
T h is
is
to
w ill b e
d is c u s s e d la t e r .
You
m u s t n o t ic e
le a s t o n e
th a t th e
fo r m . T h is
is
o p t io n
be cau se
w ill n o t b e
th e
U D V
a v a ila b le
h as
to
be
u n t il y o u
a s s o c ia t e d
bro u gh t u p
w it h
at
fo r m . I t
c a n 't s t a n d a lo n e .
Th e
fo llo w in g
on e
o f th e
is
n o
b ig
s c re e n s h o ts
s ta n d a rd
d iffe r e n c e
a re
ta k e n
fr o m
A /R
D ow n
m a r k e t in g d o c u m e n t s . F r o m
b e tw e e n
t h is
an d
th e
P a y m e n t I n v o ic e . I t is
th e U D V
o th e r ty p e s
p o in t o f v ie w , t h e r e
o f d o c u m e n t s , n a m e ly ,
S a le s O r d e r , P u r c h a s e O r d e r , I n v o ic e , a n d s o o n .
1 0 9
A fte r a
fo r m
s c re e n to
W h e n
s to p
is o p e n e d , a U D V
sh ow y ou
a fo r m
m e s s a g e w ill p o p
b e d e fin e d . W e w ill s t a r t fr o m
t h e fir s t s t e p : b r in g in g
is o p e n e d , y o u
o u r cu rso r o n
can
th e D u e
can
d e fin e
D a te
fie ld
u p a s s h o w n in
th e
u p a
fo llo w in g
e m p ty
fo r m .
or ch a n ge a n y U D V . In
a n d th e n
an
t h is c a s e , w e
e n t e r S h ift + F 2 . A
s y s te m
s c re e n s h o t:
1 1 0
If y ou
th e
c lic k
m e n u
Y e s , it w ill b r in g
it e m
m e n t io n e d
u p
th e
sam e
e a r lie r
w in d o w
fr o m
th e
in
th e
T o o ls
m an n e r
m e n u
y ou
s e le c t
or
pre ss
h av e
th re e
S h ift + A lt + F 2 .
W h e n
y ou
o p t io n s .
ge t
A pa rt
V a lu e s , y o u
th e
fr o m
User-Define
th e
d e fa u lt
V a lu e s - S e t u p
o p t io n :
scre e n ,
W it h o u t
y ou
S e a rc h
User-Define
a c t u a lly h a v e o n ly t w o c h o ic e s :
1 1 1
L e t 's
S e a rc h
in
E x is t in g
User- D e fi n e
V a lu e s
S e a rc h
in
E x is t in g
User- D e fi n e
V a lu e s
go
V a lu e s
th ro u g h
th e
a c c o r d in g
T h e r e fo r e ,
th e
p r io r it y . T h e r e
to
t o p ic
a re
la s t
r e la t e d
q u it e
o p t io n
S a v e d
to
fe w
fir s t :
Q u e ry .
qu e ry
a c c o rd in g
S e a rc h
T h is
w ill
s c re e n s h o ts
in
book
a lw a y s
be
is
to
S a v e d
E x is t in g
fo c u s e d
a s s ig n e d
t h a t w ill h e lp
y ou
Q u e ry
User-Define
on
w it h
q u e r ie s .
th e
to p
u n d e rs ta n d
th e
e n t ir e p r o c e s s .
1 1 2
L e s s o n
a c c o r d in g
Th e
goal
fo r
S e a rc h
to
th e
t h is
in
e x is t in g
s a v e d
e x a m p le
is
V a lu e s
q u e r ie s
to
in p u t
th e
du e
d a te
as
th e
cu rre n t
d a te
Th e
fir s t
t h in g
to
do
fo r
a m o n g t h r e e o p t io n s . T h e
A fte r
y ou
a c c o r d in g
in
gre y
h av e
to
c lic k e d
S a v e d
c o lo r
an d
t h is
th e
Q u e ry
a
o p t io n
S e a rc h
r a d io
ch e ck bo x
u n d e r n e a th . D o n 't g e t c o n fu s e d
th ro u g h o u t S A P
B u s in e s s
to
c lic k
O n e ,
in
A u to
th e
gra y
on
th e
r a d io
User-Defined
w ill fin d a
R e fre s h
c o lo r . E v e n
c o lo r e d
b o tto m
b u tto n
n e x t:
E x is t in g
b u tto n , y o u
fo r
by
c a n n o t in p u t o r e n t e r in fo r m a t io n
can
is
s c r e e n s h o t is s h o w n
lo n g
W h e n
th o u g h
in
fie ld n o r m a lly
e m p ty
F ie ld
V a lu e s
te x tb o x
C h a n g e s
o t h e r fu n c t io n s
m e an s
th a t y o u
in t o t h e fie ld . T h a t is n o t t h e c a s e h e r e . Y o u
d o u b le - c lic k it t o g e t t h e U s e r - D e fin e d V a lu e s .
1 1 3
W h e n
u p th e
y ou
on
th e
q u e r y m a n a g e r w in d o w
You
can
an d
fin d
th e n
th e
bro w se
qu e ry
th e
y ou
e m p ty
to
qu e ry
n e e d.
a c r o s s - w in d o w
te x t b o x , y o u
can
b r in g
s e le c t a q u e r y .
c a te g o ry
Th e
t h a t r e la t e s
qu e ry
c a lle d
to
A u to
F o rm a tte d
D a te
S e a rch e s
T o d a y
in
th e
s h o w c a s e is v e r y s im p le . T h e q u e r y s c r ip t is a s s im p le a s t h is :
S E L E C T G e tD a te ()
T h is q u e r y r e t u r n s t h e c u r r e n t d a t e a s t h e r e s u lt .
1 1 4
You
n e e d
to
scre e n
b u t w it h
It m a y
n ot be
h a v e to
To
to
s e le c t t h e q u e r y a n d t h e n
th e q u e ry n a m e , a s s h o w n
good
e n ou gh
to
s e le c t o n ly
a lw a y s m a n u a lly t r ig g e r t h e F M S
a u to m a te th e F M S
s e le c t e d
d is p la y e d
qu e ry .
w it h
A fte r
qu e ry pro ce ss, y o u
y ou
d ro p -d o w n
ch e ck
t h is
in
qu e ry
b e c a u s e if y o u
qu e ry ru n
can
box ,
g o b a c k t o t h e p r e v io u s
t h e fo llo w in g s c r e e n s h o t :
s to p h e re y o u
b y e n t e r in g S h ift + F 2 .
c lic k o n
a n o th e r
th e c h e c k b o x u n d e r th e
lo n g
te x t
box
w ill
be
lis t b u t t o n .
1 1 5
U n d e r th e te x t b o x , th e re a r e tw o
F ie ld
r a d io
b u tto n s fo r A u t o
R e fre s h
W h e n
C h a n g e s :
R e fre s h
D is p la y
D is p la y
S a v e d
R e g u la r ly
S a v e d
User-D efin ed
User-Defined V a l u e s
V a lu e
w ill b e
th e
d e fa u lt
s e le c t io n ,
if y o u
do
n o t c h a n g e it .
W h e n
y ou
c lic k o n
th e d ro p -d o w n
th a t a re
a s s o c ia t e d w it h
You
can
se e
h as
be e n
u s e fu l fie ld
in
th e
s e le c t e d .
to a u to
fo llo w in g
F or
lis t a r r o w
b u tto n , y o u
w ill g e t a
lis t o f fie ld s
th e c u r r e n t fo r m .
s c re e n s h o t th a t
h e ade r
r e fr e s h
docu m e n t
C u s to m e r/ V e n d o r
U D V ,
t h is
fie ld
is
o fte n
C o d e
th e
fie ld
m ost
th e U D V .
1 1 6
In
th e o ry , y o u
fe w
fie ld s
can
s e le c t a n y
a re
good
D o c u m e n t
docu m e n t
a lw a y s
d a ta
th e
fie ld
N ow ,
th e
T o ta l
lin e s .
C o d e ,
fo r
th e
m o s t d iffic u lt s t e p
te x t
box
fr o m
th e
fo r
lis t . H o w e v e r , in
th e
D o c u m e n t C u rre n c y ,
docu m e n t
C h o o s in g
s e le c t io n
fie ld s
c a n d id a t e s
h e a de r;
co rre ct
in
I te m
d a ta
F o rm a tte d
fie ld
ta s k .
r e a lit y
Th e se
o n ly
in c lu d e
D o c u m e n t N u m b e r, an d
C o d e
fr o m
an d
t h is
S e a rch , a n d
y ou
Q u a n t it y
d ro p -d o w n
s h o u ld
fo r
lis t
is
te s t y o u r
fu lly .
is
fille d
w it h
C o d e
fo r
r e fr e s h in g t h e U D V .
B e tw e e n
S a v e d
d a te
t h is
tw o
o p t io n s , t h is
qu e ry
User-Defined V a l u e .
y ou
h av e
U D V . Th e
u p d a te d
R e fre s h
c lo s e ly r e la t e d t o
th e
can
o n ly s e le c t t h e d e fa u lt o p t io n
O t h e r w is e ,
docu m e n t
R e g u la r ly
t h e c h a n g e d fie ld
th e
on .
o p t io n
is
th a t y o u
d a te
Th at
o n ly
w ill
a lw a y s
w ill in v a lid a t e
s u it a b le
to
o f D is p la y
ch an ge
th e
th e
to
th e
u sage
v a lu e
of
t h a t is
h a v e s e le c t e d .
1 1 7
In
g e n e r a l,
th a n
D is p la y
R e fre s h
h av e
S a v e d
R e g u la r ly .
s e le c t e d
R e fre s h
User-Defined V a l u e
A t
le a s t
it
R e g u la r ly ,
g iv e s
it
th e
is
a lw a y s
s y s te m
m e an s
y ou
le s s
w an t
b e tte r
bu rde n .
to
ge t
o p t io n
If
y ou
th e
U D V
y ou
c lic k
c h a n g e d w h e n e v e r t h e b a s e fie ld c h a n g e s .
Th e
la s t s t e p
th e
b u tto n ,
fin d
gre e n
C o m p le t e d
You
can
fin d
D a te
fie ld .
T h is
m e an s
to
th e
se t u p
t h is
U D V
is
by
c lic k in g
User-Defined V a l u e s S e t u p
m e ssage
on
th e
b o t t o m - le ft
of
U p d a te . A s
w in d o w
th e
soon
w ill b e
scre e n
as
c lo s e d . Y o u
s a y in g
can
O p e r a t io n
S u c c e s s f u lly .
a s m a ll " m a g n ify in g
th e
F o rm a tte d
g la s s " a d d e d
S e a rch
is
to
t h e r ig h t c o r n e r o f t h e D u e
s u c c e s s fu lly
se t
u p.
You
can
try
it fo r
y o u r s e lf.
S o m e tim e s
th e r e
th a t
are
y ou
th is
"m a g n ify in g
re asons
m ay
hav e
but
not
a s s ig n e d
g la s s "
e asy
to
som e
d iffe r e n t fo r m s . O th e r r e a s o n s m a y
d is a p p e a r s
be
fo r
u n d e r s to o d .
d iffe r e n t v a lu e s
be
r e la te d
to
no
re ason.
The
to
m a in
th e
A c tu a lly ,
re ason
sam e
a dd -o n, a nd
so
fie ld
is
on
on.
1 1 8
In
o rd e r to
k e y
t e s t t h is
c o m b in a t io n
" m a g n ify in g
qu e ry
d a te
to
F M S , th e
S h ift + F 2 .
g la s s " .
ru n . Yo u
B o th
can
Th e
o th e r
fu n c t io n s
fin d
to
th a t th e
is
to
u se
o p t io n
h av e
d a te
try
th e
is
is
to
sam e
fille d
by
th e
m e n u
ju s t
r e s u lt .
th e
c lic k
It
sam e
fu n c t io n
w ill
d a te
on
fo r c e
as
or
th e
th e
p o s t in g
a n d d o c u m e n t d a te .
You
m ay
to
w it h o u t fo r c in g
som e
as
P o s tin g
such
D a te
how e v e r,
You
te r m s , s o
b e tte r w a y
fin d
O ne ,
d a te s .
fir s t t h in g
u se
F M S
t h is
is
m ust
in te r e s tin g
D a te
sav e d
unde r
fo llo w
th a t y o u g e t th e
F M S
qu e ry
q u e ry to ru n
is h e ld
th e
d a te
by
d e fin itio n s
th e
fie ld
T a x D a te . B e
s y s te m 's
in
S A P
B u s in e s s
D o c D a te . D o c u m e n t
c a r e fu l in d e a lin g
d e fin itio n
in
u s in g
w ith
th o s e
c o r r e c t r e s u lt.
is
by
e n t e r in g
th e
c u s t o m e r c o d e d ir e c t ly
fir s t .
1 1 9
Th e
fo llo w in g
scre e n sh o t
sh ow s
th a t
th e
e n t e r e d . P le a s e n o t e t h a t t h e D u e D a t e
c u s to m e r
fie ld
code
O n e T im e
h as
be e n
is s t ill e m p t y .
I s t h e r e a n y t h in g w r o n g ? N o . T h a t is t h e s y s t e m 's e x p e c t e d b e h a v io r .
O n ly
if
y ou r
cu rso r
le a v e s
th e
C u s to m e r
C ode
fie ld ,
can
th e
F M S
qu e ry
be
t r ig g e r e d .
Th at
o n ly
y ou
is
k n ow
p e r fe c t
e x a m p le
th a t th e
fie ld
a r e w o r k in g w it h
of W h e n
v a lu e
F ie ld
V a lu e
is c h a n g e d w h e n
t h e fie ld , t h e
fie ld
C h a n g e s . Th e
y ou
s y s te m
can
t a b o u t o f t h e fie ld . W h e n
is n o t c h a n g e d y e t .
1 2 0
B e
c a r e fu l
E n te r
u p d a te
in
to
m ost
d a ta .
a n d th e y a re
Th e
fo llo w
p r e v io u s
E x is t in g
of
If
th e
y ou
s y s te m
fo r m s
do,
r e q u ir e m e n t s
u n le s s
y ou
m ay
y ou
add
a re
th e
w h ile
re a dy
e n t e r in g
fo r
w ro n g
th e
d a ta .
N e v e r
la s t s t e p
d o c u m e n ts
to
to
th e
pre ss
add
or
s y s te m
ir r e v o c a b le .
scre e n sh o t sh o w s
User-Define V a l u e s
d is c u s s t h e $ s ig n
th e
c o m p le t e
a c c o r d in g
to
pro ce ss
S a v e d
o f s e t t in g
Q u e ry . N ow
u p
se a rch
it is
t im e
in
to
fie ld .
1 2 1
W h e re d o
M an y
th e
u se rs
v a lu e s
h av e
t h is
c o m e fro m ?
q u e s t io n
w h e n
th e y
fir s t r e a d
F M S
qu e ry
s c r ip t w it h
s y s te m
v a r ia b le s ,
be cau se
n ot
a ll
u se rs
h av e
th e
ch an ce
to
acce ss
S A P 's
fo r m a l
d o c u m e n t.
A
s ig n
in
a v a ila b le
c u r r e n t lo g
ge t
th e
in
T h is
m e n u
can
o p t io n
to
is
ge t
ch an ge
th e
th e
as
s y s te m
$ [u s e r].
r e g a r d in g
v a r ia b le .
T h is
fu n c t io n
u n de r
th e
is
th e
V ie w s
sam e
r e s u lt .
it fr o m
o ff to
on
s y s te m
cu rre n t m o u se
p o s it io n
w ill b e
w ill b e
is
y ou
You
m e n u
on
to
m e a n s it is
s w it c h
fe w
to
fo r m
n e e d
can
on
u se
o p t io n
v a r ia b le s
re p re s e n t th e
d e p e n d e n t. T o
to
a c t iv a t e
th e
is
o ff if y o u
th e
an
s h o rtc u t k e y
O n / O ff s w it c h .
s e le c t it . A
ch e ck
in
r e la t e d
to
on .
o n , a ll s y s t e m
sh ow n
a re
v a r ia b le
th e n e x t s c re e n s h o t:
m e n u .
T h is
o r fr o m
in fo r m a t io n
in
Th e re
th e
v a r ia b le ,
as sh ow n
th e
fr o n t o f th e S y s t e m
W h e n
m e an s
su ch
in fo r m a t io n
C t r l+ S h ift + I
You
t im e
u s e r s ig n . H o w e v e r , m o s t v a r ia b le s
d e t a ile d
S y s te m
qu e ry
a ll t h e
th e
s ta tu s
in fo r m a t io n
b a r a t th e b o tto m
le ft
o f t h e s c r e e n . I t is ir r e le v a n t t o t h e c u r s o r p o s it io n .
Th e
fo llo w in g
e x a m p le
sh ow s
C u s t o m e r . T h e in fo r m a t io n
[F o rm = 6 5 3 0 0
I te m = 4
T h is is a h e a d e r fie ld
Th e
fir s t o n e
n o t h in g t o
Th e
is
do
se con d
so
P a n e = 0
th e
to
V a r ia b le = 1
Ite m = 4 . Ite m
is
it e m
m ou se
is
ov e r
th e
to p
fir s t
fie ld
it is a s fo llo w s :
o n ly t w o p a r t s
w it h
on e
th a t
r e la t e d
O P D I ,C a rd C o d e ]
a r e u s e fu l to th e
h e re
m e an s
fo r m
F M S
qu e ry :
e le m e n t ; it h a s
m a s te r d a ta .
O P D I , C a r d C o d e . I t is
th e
t a b le
an d
fie ld
n am e
fo r
t h is it e m .
1 2 2
In
Th e
th e F M S
q u e ry , th e u s a g e s c a n
be
e it h e r o f t h e fo llo w in g :
$ [ $ 4 . 0 . 0 ] t h a t r e fle c t s I t e m = 4
$ [ O P D I . C a r d C o d e ] t h a t o n ly a d d s
o th e r
s im ila r
s c re e n s h o t,
m o u s e is o v e r t h e I t e m
as
N o . fie ld in
fo llo w s ,
$ [] to
lo o k s
t h e fie ld
n am e
e x a c t ly
t h e lin e d e t a il o f t h e
th e
sam e
bu t
th e
fo r m .
1 2 3
T h e in fo r m a t io n
[F o rm = 6 5 3 0 0
t h a t r e la t e s t o
I te m = 3 8
t h is fie ld is :
P a n e = 1
C o lu m n = 1
R o w = 1
V a r ia b le = 1 1
P D I 1 ,I te m C o d e ]
T h is is a lin e fie ld
In
an d
I t e m = 3 8 : T h is it e m
C o lu m n = 1 : T h is r e fe r s t o
P D I 1 , I t e m C o d e : A g a in
th e F M S
th e F M S
qu e ry :
s t a n d s fo r t h e w h o le m a t r ix o f t h e lin e d e t a il
t h e fie ld
it is t a b le
q u e ry , th e u s a g e s c a n
b e in
in
t h e t a b le
a n d fie ld
n am e
t w o e q u iv a le n t fo r m a t s :
$ [ $ 3 8 . 1 . 0 ] t h a t r e fle c t s I t e m = 3 8 a n d C o lu m n = 1
$ [ P D 1 . I t e m C o d e ] t h a t o n ly
T h e s y n ta x fo r a fo r m
F or
th r e e p a r ts a r e u s e fu l to
h e ade r
re pre se n t
b a s e d lin e le v e l v a r ia b le is
it e m s , c o lu m n s
fie ld
in
a d d s $ [] to
t a b le
a re
if
a lw a y s
it h a s
ze ro
t h e fie ld
n am e
$ [ $ I t e m . C o lu m n . T y p e ] .
be cau se
a ll it e m s
d a t a s o u r c e . C o lu m n
is
on
o n ly
th e
h e ade r
u s e fu l fo r
lin e d e t a ils .
1 2 4
Th e
la s t p o r t io n
th e
s c r e e n . I t is
is
th e
th e
T y p e . I t is
ty p e
n o t r e la t e d
o f v a lu e
y ou
to
n e e d
to
s y s te m
in fo r m a t io n
re tu rn , a n d
can
be
fo u n d
an y
on
o f th e
fo llo w in g :
F or
0 - S t r in g ( t e x t )
N u m be r
C u rre n cy
D a te
e x a m p le ,
m a r k e t in g
re tu rn
W h ile
o f ty p e
in
th e
c o lu m n
fie ld
v a lu e
in
th e
o n ly
0 , it c a n
fo r m
in
re tu rn e d
t o t a l is
1 0 0 . It re tu rn s
s e le c t io n
th e
docu m e n t
base d
th e
by
1 0 0
$ [$ 2 2 .0 .0 ]
U S
D o lla r s .
N 'U S D ' if y o u
o fte n
be
If
as
by
N 'U S D
1 0 0 '
it w ill
u s e $ [ $ 2 2 . 0 . c u r r e n c y ] . A s a d e fa u lt
o m it t e d .
v a r ia b le , t h e
c o lu m n
re p re s e n ts th e o rd e r n u m b e r o f
fo r m . F o r e x a m p le , $ [ $ 3 8 . 1 1 . n u m b e r ] s t a n d s
m a r k e t in g
w h e n
$ [$ 2 2 .0 .n u m b e r],
d o c u m e n t.
It
is
th e
e le v e n t h
c o lu m n
fo r q u a n t it y
w it h in
th e
lin e
th e
la s t
d e t a il m a t r ix .
T h e s y n t a x fo r a t a b le
Th e
fie ld
in
p a rt o f th e
t a b le
th is
s y n ta x
s y s te m
base d
base d
is
v a r ia b le is
th e
a c t u a l fie ld
v a r ia b le s . I t c a n
v a r ia b le , t h e fo r m
$ [ T a b le . F ie ld . T y p e ] .
be
code
w it h in
U D F
s t a r t in g
th e
t a b le . I t is
w it h
U _ . If y ou
u se
b a s e d v a r ia b le $ [ $ 3 8 . 1 1 . n u m b e r ] is e q u iv a le n t
t o $ [ R D R 1 . q u a n t it y . n u m b e r ] .
In
fo r
g e n e r a l, y o u
on e
t a b le s
H o w
To
can
th a t
a lw a y s
h as
to
u se
be
fo r m
w r it t e n
base d
v a r ia b le
m u lt ip le
t im e s
to
re du c e
base d
on
th e
th e
t r o u b le
d iffe r e n t
fo r d iffe r e n t fo r m s .
to
ge t
th e
qu e ry
g e t th e
an y
v a lu e
v a lu e s
fir s t fie ld
can
y o u
fr o m
be
th e
n e e d
fro m , a n d
F M S
re tu rn e d
to
q u e ry , th e
th e
fie ld
f o r, t h e
F M S
fir s t t h in g
to
if y o u
q u e ry
re m e m be r
s e le c t m o r e
th a n
is : o n ly
on e
fie ld
in
y o u r qu e ry .
A ll fie ld s
h av e
fr o m
s e le c t e d
th e
se con d
fo r
th e
on e
qu e ry .
w ill b e
Th e
ig n o r e d
n o
m a tte r h o w
a d d it io n a l fie ld s
can
o n ly
m an y
be
fie ld s
y ou
fu n c t io n e d
as
r e fe r e n c e s .
To
to
a s s ig n
th e
th e
base
th e
m a in
fo r m
an y
v a lu e s
c u r r e n t fo r m
fo r m
fo r m
to
can
a
be
F M S
q u e ry , th e
base d
to
se t a
p r in c ip le
is : o n ly
v a r ia b le . I f y o u
t a b le
ope n
a v a ila b le
n e w
fo r m ,
v a r ia b le w ill b e c o m e in a c c e s s ib le . F o r e x a m p le , a ll v a r ia b le s o n
of
th e
m a r k e t in g
docu m e n t
w ill n o t
be
a v a ila b le
to
fr e ig h t
a n d v ic e v e r s a .
1 2 5
C a n
y o u
ru n
C a n y o u ru n
y e s
s ig n
an d
F M S
F M S
p a r t ia lly
q u e r ie s d ir e c t ly ?
q u e r y d ir e c t ly u n d e r q u e r y m a n a g e r ? T h e a n s w e r is p a r t ia lly
n o. It de pe n ds
on
w h e th e r y o u
h a v e fo r m
v a r ia b l e s o r d o lla r
fie ld v a lu e s .
I f a F M S q u e r y h a s a v a r ia b le , t h e n t h is q u e r y m u s t b e s a v e d u n d e r o n e o f y o u r
c a t e g o r ie s . P r e fe r a b ly , y o u
c re a te a n
e x c lu s iv e fo ld e r w it h
t h e n a m e r e la t e d t o
F o r m a t t e d S e a r c h . I t is c o n s id e r e d a s t h e b e s t p r a c t ic e .
You
w ill g e t a n
e rro r m e ssa ge
if y o u
s e le c t r u n
u s e r q u e r ie s d ir e c t ly w it h o u t a n y r e la t e d fo r m
fo r m . A
$ s ig n
W e o fte n
fr o m
w ill b e m e a n in g le s s w it h o u t c u r r e n t fo r m
r e d " I n t e r n a l e r r o r " m e s s a g e im m e d ia t e ly o n
W h a t is t h e
qu e ry
n e g a t iv e
s ig n 's f u n c t io n
fin d t h a t c e r t a in
F M S
in
qu e ry m a n a ge r o r
o p e n . T h is is d u e t o t h e u n d e fin e d
s u p p o rt. Y o u
w ill g e t a
th e s ta tu s b a r.
F M S
q u e ry ?
q u e r ie s h a v e a n e g a t iv e s ig n
fo r v a r ia b le s .
F o r in s t a n c e :
$ [$ -4 .0 .0 ]
W h a t d o e s t h e n e g a t iv e s ig n
A n e g a t iv e s ig n
fo r a fo r m
s ta n d fo r ?
v a r ia b le m e a n s y o u r F M S
le v e l U s e r - D e fin e d F ie ld s . T h e fo r m
fo r m
b u t w it h
t h e o p p o s it e s ig n .
F o r e x a m p le , fo r m
1 3 9 is a s a le s o r d e r fo r m . U D F fo r m
1 3 9 . F o r m 1 4 2 is a p u r c h a s e o r d e r fo r m . U D F fo r m
1 4 2 . T h e d iffe r e n c e b e t w e e n
W h e n w e r e fe r t h e m a in fo r m
n e e de d.
Th e
n e g a t iv e s ig n
q u e r y is r e la t e d t o h e a d e r
n u m b e r w i l l h a v e t h e s a m e v a l u e a s t h e m a in
a c tu a l
fo r m
fo r a s a le s o r d e r w ill b e
fo r a p u r c h a s e o r d e r w ill b e
t h o s e t w o r e la t e d fo r m s is o n ly a n e g a t iv e s ig n .
v a r ia b le t o t h e U D F fo r m , a n e g a t iv e s ig n is a lw a y s
n u m be r
is
n ot
im p o r t a n t
to
F M S
m a t t e r s . $ [ $ - 4 . 0 . 0 ] r e fe r s t o t h e B P c o d e in
fo r m . I t w ill b e u s e d fo r a F M S
qu e ry .
t h e m a in
O n ly
th e
docu m e n t
q u e r y a s s ig n e d t o t h e U D F fo r m .
1 2 6
L e s s o n
S e a rc h
in
e x is t in g U s e r - D e fin e d V a lu e s
o n ly
Th e
s im p le s t fo r m
of a
se a rch
fo r U D V
is
to
d e fin e
lis t o f v a lu e s , w h ic h
th e
s y s t e m p r o p o s e s a s in p u t v a lu e s . T h e s e in p u t v a lu e s a r e t r ig g e r e d w h e n t h e u s e r
s e le c t s
se a rch
S h ift + F 2
in
th e
w ill b e s h o w n
r e le v a n t fie ld .
Th e
pro ce du re s
to
d e fin e t h is
s im p le s t
n e x t.
A lt h o u g h t h is fu n c t io n m a y n o t b e d ir e c t ly lin k e d t o S Q L q u e r y , it is w o r t h
g o in g
th ro u g h
th e
m e n u
fu n c t io n
w it h
d e t a ile d
F M S
pro ce ss
to
ge t on e
m o re
User-Define V a l u e s
t h e c u r s o r is n o t o n
In s te a d
u n d e r th e
sam e
q u e r y fo r U D V .
T h e s a m e p r o c e s s w i ll b e d i s c u s s e d a s f r o m
W it h o u t S e a r c h
o p t io n s
t h e b r e a k in g p o in t t h a t s h o w e d t h e
o p t io n
p r e v io u s ly . W it h
on e
e x c e p t io n :
t h e D u e D a t e b u t t h e R e m a r k s fie ld .
o f s e le c t in g t h e b o t t o m
o p t io n , t h e m id d le o p t io n , S e a r c h
in
e x is t in g
u s e r - define v a l u e s o n l y , w i l l b e s e l e c t e d a s f o l l o w s :
1 2 7
In
th e
r ig h t - m o s t s c r e e n
o f t h is
m id d le
s e le c t io n , y o u
t h r e e d o t s . I t is t h e a c c e s s p a t h
fo r p r e d e fin e d
T h is
to
b u tto n
n e e ds
n o w h e r e e ls e y o u
to
can
be
c lic k e d
a s s ig n
can
fin d
b u tto n
w it h
v a lu e s .
lis t o f p r e d e fin e d
v a lu e s . T h e r e
is
fin d it .
1 2 8
A fte r
c lic k in g
V a lu e s
on
S e tu p .
th e
b u tto n ,
Th e re
is
o n ly
v a lu e . Y o u r c u r s o r w ill r e m a in
n e w
on e
on
fo r m
fie ld
in
can
in p u t a n y le t t e r o r n u m b e r h e r e . I n
th e
first
lin e .
U p d a te
is
n ot
E n te r to m o v e
w ill
o n ly
fo r
n o t ic e
th e
th e
fo r m
pop
u p
th e
fo r m .
w it h
Th e
th e
fie ld
t it le :
t it le
F ie ld
is
F ie ld
t h e fir s t lin e .
You
You
w ill
b u tto n
bu t
fo r
t h e e x a m p le , H ig h
O K
h as
e v e ry
ch an ge d
lin e .
t o t h e n e x t lin e . I t a c t s a s a c lic k o n
You
th e
to
o n ly
is in p u t t e d o n
U p d a te .
n e e d
to
T h is
pre ss
U p d a te b u tto n .
1 2 9
A fte r
p r e s s in g
be com e s
scre e n :
O K
E n te r, th e
a g a in .
O p e r a t io n
ju s t lik e in
th e
cu rso r
gre e n
m ov e s
m e ssage
C o m p le t e d
dow n
is
to
th e
sh ow n
S u c c e s s f u lly . Y o u
se con d
on
th e
can
lin e . T h e
b o t t o m - le ft
in p u t a n y
b u tto n
of
th e
c h a ra c te rs
fir s t lin e .
1 3 0
L o w
is
U p d a te .
e n te re d
A s
on
b e fo r e ,
th e
se con d
y ou
ju s t
lin e .
n e e d
to
Th e
b u tto n
pre ss
E n te r
n ow
to
ch an ge s
m ov e
th e
fr o m
cu rso r
O K
to
dow n
a g a in .
1 3 1
W h e n
th e
p r e s s in g
lin e
E n te r
in p u t . Y o u
can
is
e m p ty
or
c lic k in g
a lw a y s g o
an d
on
th e
th e
b a c k to
b u tto n
O K
is
O K ,
y ou
b u t t o n . T h is
U p d a te o r a d d
can
c lo s e
w ill c o m p le t e
n e w
lin e s t o t h e
th e
th e
fo r m
by
v a lu e
lis t
lis t .
1 3 2
Ju s t
lik e
be e n
th e
o th e r
adde d
to
e x a m p le ,
th e
r ig h t
y ou
s h o u ld
co rn e r
s c r e e n s h o t . T h is m e a n s t h a t t h e U D V
W h e n
y ou
e n te re d o n
pre ss
th e
S h ift + F 2 ,
lis t w ill b e
lis t
of
of
fin d
th e
th a t
R e m a rk s
h as be e n
v a lu e s
th e
m a g n ify in g
fie ld
fr o m
g la s s
h as
th e
la s t
a s s ig n e d s u c c e s s fu lly .
w ill p o p
u p . A ll v a lu e s
th a t w e re
a v a ila b le .
1 3 3
You
can
v a lu e s
n ot
s e le c t
r e q u ir e d
w an t
to
an y
o r c lic k
a s s ig n
b e s id e s t h e s e t w o
T h is b u t t o n
lin e
fro m
th e
an y
th e
lis t . T h e n
E n te r
to
s e le c t o n e
C h o o s e b u t t o n . C lic k t h e C a n c e l b u t t o n
v a lu e s
fr o m
b u t t o n s . I t is t h e
a llo w s y o u
pre ss
t o e d it o r t o
th e
N e w
add
lis t .
Th e re
is
an
re tu rn e d
th e
fie ld . T h is
v a lu e
can
be
if y o u
do
a d d it io n a l b u t t o n
b u tto n .
v a lu e s o n
t h e lis t .
A s y o u c a n s e e , s in c e t h e v a lu e s e le c t e d is t h a t o f t h e fir s t lin e , H ig h
to
o f th e
v e ry
h as be e n
lo n g . T h a t m a y s a v e y o u
a gre a t
a m o u n t o f t im e .
T h e p r e v io u s s c r e e n s h o t s c o n c lu d e t h e p r o c e s s t o s e t u p
user-define
e x a m p le s t o
v a lu e s
h e lp y o u
o n ly
b u ild
fu n c t io n .
y ou r ow n
N e x t,
y ou
w ill
S e a rc h
le a r n
som e
in
e x is t in g
F M S
qu e ry
q u e r y q u ic k ly .
1 3 4
A t y p ic a l F M S
q u e r y a p p lic a t io n : a u t o
T h e fir s t k in d
o f e x a m p le s fo r F M S
F M S
qu e ry
c le a n e r
is
v e ry
d a ta b a s e .
good
It
to o l to
is
c o d e c r e a t io n
q u e r y w ill b e
fa c ilit a t e
good
a u to
p r a c t ic e
t h e t y p ic a l o n e s .
c o d e g e n e r a t io n
to
c re a te
code
t o m a in t a in
w it h o u t
h u m an
in t e r v e n t io n .
Th e
code
n e w
it e m
c r e a t io n
r e q u ir e d
code . S om e
is
th e
B P
code
g e n e r a t io n . T h e
s p e c ia l r e q u ir e m e n t s
can
be
o th e rs
w ill b e
fo r
u se r do cu m e n t n u m be rs
o r lin e n u m b e r s a u t o c o d e .
L e t 's
ta k e
a n d fin a lly
lo o k
B P c o d e a u to
W h e n
at
B P
a u to
code
a s p e c ia l c o d e - r e la t e d
g e n e r a t io n
is s u e w ill b e
fir s t ,
th e n
it e m
code
c r e a t io n ,
d is c u s s e d b r ie fly .
g e n e r a t io n
a d d in g
B P
code ,
a u to
g e n e r a t io n
can
sav e
t im e
an d
re du ce
c e r t a in
p r o b le m s . F ir s t , c la s s ify B P t o t h r e e c a t e g o r ie s , n a m e ly : L e a d , C u s t o m e r , a n d
V e n do r. In
u se L
com m on
fo r le a d , C
H e r e is a n
p r a c t ic e , t h e
fir s t le t t e r
fo r c u s t o m e r , a n d V
e x a m p le c o d e
to
w ill b e
re se rv e d
to
B P
ty p e . W e
fo r v e n d o r .
a u to g e n e ra te th e B P c o d e :
SELEC T
C A S E $ [ $ 4 0 .0 ]
W h e n 'C ' t h e n 'C ' W h e n 'L ' t h e n 'L ' W h e n 'S ' t h e n 'V ' E N D
+ I s n u l l ( S u b s t r i n g ( S t r ( 1 0 0 0 0 0 + M a x ( R i g h t ( T 0 . C a r d C o d e , 5 ) ) + 1 , 6 ) , 2 , 5 ) , '0 0 0 0 1 ')
FR O M
O C R D
T0
W H E R E T 0 . C a r d C o d e l i k e '% [ 0 - 9 ] [ 0 - 9 ] [ 0 - 9 ] [ 0 - 9 ] [ 0 - 9 ] ' A N D T 0 . C a r d T y p e = $ [ $ 4 0 . 0 ]
Th e
p r e v io u s
d ig it s
fo r
e x a m p le
a u to
c o n s is t e n c y . I f y o u
s ix
d e fin e s
code .
h av e
It
is
m o re
B P
code
b e tte r
B P
to
to
be
w it h
k e e p
on e
le t t e r fo r B P
th e
se t u p, y ou
sam e
can
ty p e
le n g t h
in c r e a s e
n u m b e r s . U s u a lly 9 9 , 9 9 9 c u s t o m e r s o r v e n d o r s a r e m o r e t h a n
a S M E
to
an d
fiv e
code
fo r
on e
d ig it t o
e n ou gh
fo r
h a n d le .
1 3 5
I te m
c o d e a u to
g e n e r a t io n
W h e n
c r e a t in g n e w
it e m
Th e re
is
a com m on
w r o n g p e r c e p t io n
o rde r
to
m an age
m an y
c a s e s . U n le s s
th e
c o d e , it is a ls o a g o o d
it e m
by
th o s e
id e a
to
a u to m a te th e p ro c e s s .
th a t a n u m b e r m u s t m e a n
code s
s o m e t h in g in
e a s ily . H o w e v e r , t h is
y o u r b u s in e s s h a s v e r y fe w
is
w ro n g
in
it e m s t h a t n e e d t o b e s e t u p ,
a u to g e n e ra te d
it e m
code s
w ill a lw a y s
t h e c o m p lic a t e d
O n e
w ay
it e m
c a te g o ry . O th e r th a n
A n
to
su pe rse de
th e
m a n u a l it e m
code
t h a t fa ils
to
im it a t e
b u s in e s s p r o c e s s .
a d a p t to
b o th
e x a m p le o f t h e it e m
n e e ds
is
by
u s in g
an
in it ia l le t t e r fo r it e m
t h a t , a ll a d d it io n a l c o d e s h o u ld b e
c o d e a u t o c r e a t io n
F M S
b y a u to
gro u p
or
n u m be r.
q u e r y is a s fo llo w s :
SELEC T
C A S E $ [ $ 3 9 .0 .n u m b e r ]
W h e n 1 0 1 t h e n 'I ' W h e n
1 0 2 t h e n 'J ' W h e n 1 0 3
t h e n 'K '
EN D
+ I s n u ll( S u b s tr in g ( S tr ( 1 0 0 0 0 0 0 + M a x ( R ig h t( T 0 .
I t e m C o d e , 6 ) ) + 1 , 7 ) , 2 , 6 ) , '0 0 0 0 0 1 ')
FR O M
O IT M
T0
W H E R E T 0 . I t e m C o d e l i k e '% [ 0 - 9 ] [ 0 - 9 ] [ 0 - 9 ] [ 0 - 9 ] [ 0 - 9 ] [ 0 - 9 ] ' A N D
T 0 .I tm s G r p C o d = $ [ $ 3 9 .0 .n u m b e r ]
If
y ou
th e
ch e ck
b e tw e e n
d iffe r e n c e s
a re
t h is
e asy
gro u p
1 0 1
w ill s t a r t
gro u p
1 0 3
w ill s t a r t w it h
a c c o r d in g t o
Th e
it e m
fo r o n e
can
re du ce
w it h
an d
t e ll. T h is F M S
I.
W h ile
K , y ou
it e m
can
th e
B P
code
w ill fin d
q u e r y a s s u m e s a ll it e m s u n d e r it e m
gro u p
d e fin e
1 0 2
an y
w ill s t a r t w it h
k in d s
o f n a m in g
J an d
it e m
c o n v e n t io n
y o u r c o n v e n ie n c e .
code
it e m
e x a m p le
to
in c lu d e s
g r o u p . T h is
th e
d ig it s
to
on e
le t t e r
w o u ld
be
be
an d
m o re
s ix
d ig it s . Y o u
th a n
w ill g e t 9 9 9 , 9 9 9
s u ffic ie n t fo r a n y
le s s . H o w e v e r , it s h o u ld
n ot be
to o
it e m s
b u s in e s s . Y o u
s h o r t in
case
t h e b u s in e s s g r o w s .
1 3 6
S p e c ia l c o d e a u t o
u se r
h as
g e n e r a t io n
re q u e s te d
to
k n ow
if it 's
p o s s ib le
in v o ic e r o w s a u t o m a t ic a lly in c r e a s e w it h
T h is
in
r e q u e s t is
in v o ic e
n e e d
is
fo llo w
ro w
to
in c r e m e n t
a n o th e r
F M S
U_special_number
qu e ry
s a t is fie d
lin e n u m b e r s t a r t in g w it h
G e n e ra l F M S
O th e r
th a n
Th e
c re a te
good
C a s e
A
to
a u to
n am e
F M S
o p p o r t u n it y .
fo u n d a t io n
fie ld
h o ld s
r e q u ir e m e n t ,
docu m e n t
v a lu e
in
U D F
in
th e
n u m be r,
a u t o in c r e m e n t v a lu e
it t u r n e d o u t t h e a c t u a l
w h ic h
w ill n o t n e c e s s a r ily
n u m be rs.
th e
$[inv1.linenum.number]
u s e r 's
n e e ds. Th e
la s t p a r t o f +
is
to
k e e p th e
o n e in s t e a d o f z e r o .
q u e r y e x a m p le s
th e
c la s s ify .
a
is v e r y s im p le :
S ELECT
th e
th e
h av e
lin e e n t e r e d .
L in e n u m
c la r ify in g
t h e s a m e n u m b e r in g a s t h e r o w
T h e s o lu t io n
T h is
n o t n o rm a l be ca u se
a lr e a d y . B y
to
e ach
code
qu e ry , a
Th e
1 D o u b le
a
is
qu e ry ,
ch ose n
good
e x a m p le s
t o s t a r t b u ild in g
u s e r c re a te d
F M S
ge n e ra l
p r a c t ic e
co v e re d
y ou r ow n
q u o t e s s h o u ld
v e ry
s im p le
th e
fo r
is
in
F M S
o th e r
a ll
ty p e s
o th e r
to
try
t h is
w ill
be
d iffic u lt
to
q u e r ie s .
To
be
to
m o re
c h a p te r
a b le
w h e n e v e r y ou
w ill g iv e
y ou
h av e
s o lid
qu e ry .
b e a v o id e d
qu e ry . It ga v e a n
e rro r m e ssa ge w h e n
a s s ig n e d
F M S . T h e q u e r y is a s fo llo w s :
I F ( 2 5 0 0 < $ [ O R D R .D o c T o ta l .n u m b e r ] o r $ [ O R D R .C a r d C o d e ] l i k e " C 9 9 % " )
S E L E C T 'P r e P a y N o C h a r g e '
ELSE
S E L E C T 'P r e P a y a n d B i l l '
T h e lo g ic
is s o s im p le t h a t it s h o u ld b e
c o r r e c t . W h e r e is t h e p r o b le m ? H e r e is
t h e s o lu t io n :
I F ( 2 5 0 0 < $ [ O R D R . D o c T o t a l . n u m b e r ] o r $ [ O R D R . C a r d C o d e ] l i k e 'C 9 9 % ')
S E L E C T 'P r e P a y N o C h a r g e '
ELSE
S E L E C T 'P r e P a y a n d B i l l '
Th e
o n ly
d iffe r e n c e
u s in g
b e tw e e n
d iffe r e n t
tw o
q u e r ie s
q u o t a t io n
m ay
m a rk s.
It
n ot
is
be
so
e asy
s im p le
to
id e n t ify .
bu t
h as
Th e y
o fte n
a re
be e n
1 3 7
n e g le c t e d . U s u a lly ,
qu e ry
w e
w it h o u t a n y
p r a c t ic e
q u o te s
in
fo r
u se
b o th
d o u b le
q u o te s
is s u e . H o w e v e r , it w ill n o t w o r k
c r e a t in g
an y
can
S Q L
k in d s
qu e ry
of
in
S A P
q u e r ie s .
an d
in
B u s in e s s
W h e re v e r
s in g le
q u o te s
F M S
qu e ry . A
th e
O n e
p a ir
is
of
n ot
u s in g
q u o t a t io n
w it h in
good
d o u b le
m a rk s
is
r e q u ir e d , a lw a y s u s e s in g le q u o t e s a s a s a fe h a r b o r .
C a s e
2 P r ic e
u s e r is
t r y in g
m a r k e t in g
ta s k .
v a lu e
to
do
v a lid a t io n
o n
lin e
le v e l
u s e r in p u t v a lid a t io n
on
th e
p r ic e fie ld . A
d o c u m e n t lin e s n a m e d U _ p r ic e _ v a lid a t io n
W h e n e v e r
th e
U _ p r ic e _ v a lid a t io n
T h e fo llo w in g
p r ic e
fie ld
on
th e
s h o u ld b e s e t t o
se a rch
g iv e n
ro w
h as be e n
is
g re a te r
n e w
U D F on
c r e a te d fo r th e
th a n
1 0 0 ,
th e
1 .
q u e r y fo r m a t h a s b e e n
t r ie d :
SELEC T TO P 1
C A S E W H E N $ [ $ 3 8 .1 4 .N ] > 1 0 0 T H E N
FR O M
1 E L S E N U L L E N D A S V a lu e
O PD N T0
H o w e v e r , it is n o t w o r k in g .
H e r e is t h e s o lu t io n :
S E L E C T C A S E W H E N $ [ $ 3 8 .1 4 .n u m b e r ] > 1 0 0 T H E N
T h is q u e r y c a n
be se t on
w h e n
y ou
C a s e
3 P o p u la t in g
U _ p r ic e _ v a lid a t io n . I t w ill r e t u r n
s e t a u to r e fr e s h
1 ELSE N U LL EN D
base d on
U D F fro m
u s e r c re a te d a q u e ry th a t c a n
S E L E C T T 1 .U _ N P S _ Q D
FR O M
v a lu e 1 t o
t h e fie ld
t h e p r ic e fie ld .
O IT M
be ru n
O IT M
in
U D F o n
q u o t a t io n
u n de r qu e ry m a n a ge r:
T 1 IN N E R JO IN Q U T 1 T 2 O N
T 1 .I te m C o d e = T 2 .I te m C o d e W H E R E T 1 .I te m C o d e = T 2 .I te m C o d e
Th e
u se r
u se radde d
w a n ts
d e fin e d
to
ch an ge d
to
u se
fie ld
q u o t a t io n
th e
p r e v io u s
U _ N PS _ D 2
on
or
is
an
a c c o r d in g ly . I t is
it e m
e x p e c te d
qu e ry
S a le s
to
p o p u la t e
Q u o t a t io n .
ch an ge d,
th e
qu e ry
W h e n e v e r
fie ld
th a t U _ N P S _ D 2
th e
U _ N PS _ D 2
u p d a t in g
r e s u lt t o
an
it e m
is
s h o u ld
be
w o u ld
be
don e
a u t o m a t ic a lly w it h o u t t h e u s e r e n t e r in g S h ift + F 2 .
Th e
q u e s t io n
is : h o w
do
w e
c o n v e rt th e
p r e v io u s
qu e ry
to
F M S
qu e ry
w it h
t h e r ig h t s y n t a x ?
1 3 8
T h is is a v e r y s t r a ig h t fo r w a r d
S E L E C T T 0 .U _ N P S _ Q D
q u e r y fo r F M S . H e r e is t h e s o lu t io n :
FR O M
d b o .O I T M
T0
W H E R E T 0 .I te m C o d e = $ [ $ 3 8 .1 .0 ]
T h is
qu e ry
s h o u ld
Ite m C o d e
a n d t h e r e is n o
You
can
se e
be cau se
h as
it e m
is
is
is
ch an ge d
u se r
m ade
in
A s ia
w h ic h
A ppro v e d
A n
th e
F M S
U _ N PS _ D 2
be
to
fie ld
an d
s e t a u to r e fr e s h
p o p u la t e d
r e c e ip t
tw o
ro w
fo r
th e
v a lu e fr o m
=
in
by
on
F M S
th e
qu e ry
qu e ry .
T h is
is
o r ig in a l q u e r y a ls o
T 2 .Ite m C o d e .
fo r m .
U _ N PS _ D 2
Th e
v a r ia b le
W h e n e v e r
w ill b e
th e
u p d a te d
O ITM .
le v e l o f G R P O
a n o th e r U D F
n am e d
re pre se n t pe r
pay m e n t
o r ig in a l
cu rre n t
U D F
U D F s in t o
to
th e
a n y m o re . Th e
T 1 .Ite m C o d e
U _ A PPR O V E _ Q TY
m e an s
th a n
t a b le s
q u o t a t io n ,
b e tw e e n
in
s im p le r
an y
Q U T 1 .Ite m C o d e
s a le s
U D F s
is
jo in
U _ N PS _ Q D
th re e
Q ty , a n d
to
s ta te m e n t
4 D if f e r e n c e
U _ R e c_
on
th e n
qu e ry
n e e d
e q u iv a le n t
a u t o m a t ic a lly w it h
C a s e
can
s o lu t io n
n o
re du n da n t
$ [$ 3 8 .1 .0 ]
a s s ig n e d
fie ld
n e e d fo r u s e r s t o p r e s s S h ift + F 2 .
th e
th e re
th e
be
fie ld . T h e
or
U _ A S _ PE R _ C H A LLA N ,
C h a lla n
(a
d e liv e r y ) , R e c e iv e d
te rm
u se d
in
Q u a n t it y , a n d
Q u a n t it y .
q u e ry n e e d s to b e
A s
p e r c h a lla n - R e c e iv e d
be
r e t u r n e d t o t h e t h ir d
c a lc u la t e d u s in g t h e fo llo w in g
Q u a n t it y
fo r m u la :
A p p r o v e d Q u a n t it y T h e fin a l V a lu e s h o u ld
U D F 's . H e r e is t h e s o lu t io n :
S E L E C T $ [ P D N 1 .U _ A S _ P E R _ C H A L L A N .n u m b e r ] - $ [ P D N 1 .U _ R e c _ Q ty .n u m b e r ]
Th e
qu e ry
is
fo r m u la . Y o u
a g a in
o n ly
R e c e ip t P O , t w o
n e e d
le t t e r s
s im p le
to
U _
add
on e .
th e
fo r th e
It
t a b le
is
a lm o s t
n am e
th e
sam e
P D N 1 , w h ic h
as
th e
s ta n d s
o r ig in a l
fo r G o o d s
U D F , a n d a n u m b e r t o c o n v e r t t h e r e s u lt t o
n u m e r ic v a lu e s .
1 3 9
C a s e
5 D is p la y in g
u se r
b e s id e s
F M S
w a n ts
th e
to
w a re h o u s e
add
w a re h o u se
n e w
code
n a m e
fie ld
fie ld
or
in
th e
b e s id e
ju s t
w a re h o u s e
" d is p la y "
G oods
th e
R e c e ip t P O
c o d e
w a re h o u se
n am e
fo r m . W h a t is
th e
q u e r y fo r th e jo b ?
T h is is t h e s im p le s t r e q u e s t a n d t h e
s o lu t io n
q u e r y is a s fo llo w s :
S E L E C T T 0 .W h s N a m e
FR O M
d b o .O W H S T 0
W H E R E T 0 .W h s C o d e = $ [ $ 3 8 .2 4 .0 ]
T h is
qu e ry
b e s id e
can
be
a s s ig n e d
to
U D F
an d
th e
U D F
can
be
m ov e d
to
ju s t
th e w a re h o u s e c o d e .
1 4 0
C h a p te r
A le r ts a n d A p p r o v a ls
Le sson 1
H ow
t o h a n d le s e c u r it ie s fo r
q u e ry u s a g e
Le sson 2
H ow
t o u s e q u e ry fo r a p p ro v a l
p ro c e d u re s
1 4 1
O v e r v ie w
h av e
t im e
Th e
le a r n e d
to
ch e c k
qu e ry
qu e ry
e x a m p le s
s e c u r it ie s
can
be
fr o m
th e
s e t fo r
H ow
U s e r q u e r y fo r a p p r o v a l p r o c e d u r e s w it h
fa c t,
to
th e
h a n d le s e c u r it y fo r q u e r y b y
th e s e
b e tw e e n
tw o
in
t o p ic s
d iffe r e n t
s e c u r it y
u s in g
p r o c e s s e s , th e y fo c u s o n
L e s s o n
S Q L
O n e
if
- H o w
is
a re
s id e
to
T h is
be
N ow
qu e ry
it
is
u se rs.
t h is c h a p t e r . T h is c h a p t e r h a s
a b le
be
to
t o p ic s
qu e ry
d is c u s s e d
th e
s o m e q u e r y e x a m p le s
in
tw o
th e re
d e a l w it h
or
h a n d le
is
c h a p te rs
be cau se
s o m e t h in g
p e o p le . N o
a ppro v a l
in
th e y
com m on
m a t t e r w h e t h e r it is
pro ce du re
fo r
b u s in e s s
acce ss
ru n
it ?
s e c u r it ie s fo r q u e r y u s a g e
b u ild
fa c t, y o u
s c r u t in iz e d .
to
u t iliz in g q u e r y g r o u p s
H o w e v e r,
p o w e r fu l to o l to
n ot su ppose d
h a rm
O n e
u s e r r ig h t s a n d u s e r r e s t r ic t io n s .
to
in t e llig e n c e . I n
y ou
a n o th e r
a re
qu e ry
b u s in e s s
c o u ld
a re a s.
t h e m . T h a t is , b o t h
u se r
c h a p te r.
B u s in e s s
t o p ic s :
e m p h a s iz e
p r e v io u s
S A P
fo r a p p r o v a l w ill a ls o b e d is c u s s e d in
t h e fo llo w in g
In
m an y
h ow
can
th e
re p o rts .
It
w ill d e fin it e ly
g e t a n y in fo r m a t io n
qu e ry .
W h at
W h a t if a
if
th e
H o w e v e r,
u se rs
fr o m
t h is
w h o
ru n
d is h o n e s t u s e r b u ild s
c o n t r ib u t e
pow e r
th e
a
to
m ay
qu e ry
qu e ry
h av e
re po rt
th a t c a n
y o u r d a ta b a s e ?
is
gre y
a re a
w e ll e n o u g h . C a r e
w h e r e t h e n o r m a l a u t h o r iz a t io n
m u st be
ta k e n
w h e n
d e a lin g
fo r th e u s e r m a y n o t w o r k
w it h
qu e ry
a r e n o t a w a r e o f t h is , y o u
m u s t r e a d t h is c h a p t e r c a r e fu lly .
S o m e t h in g
don e
in t e g r it y
n e e ds
an d
d a ta
to
be
fo r
qu e ry
c o n fid e n t ia lit y . T h e
u sage
to
s e c u r it ie s . I f y o u
e n su re
y ou r
d a ta b a s e
fo llo w in g lis t is r e c o m m e n d e d t o s e c u r e
y o u r qu e ry u sa ge :
G iv e o n ly a
fe w
u s e r s t h e c a p a b ilit y t o
b u ild a
C r e a t e q u e r ie s u n d e r d iffe r e n t c a t e g o r ie s
A s s ig n
qu e ry re po rt
d iffe r e n t u s e r g r o u p s fo r d iffe r e n t c a t e g o r ie s
1 4 2
G iv in g
T h is
o n ly
t o p ic
a fe w
m ay
c u s to m e rs .
u s e rs th e
n ot
ge t
H o w e v e r,
c a p a b ilit y
e n ou gh
it
is
to
a t t e n t io n
v e ry
b u ild
fr o m
m an y
im p o r t a n t
ta s k
to
q u e ry re p o rt
S A P
be
B u s in e s s
c a r r ie d
ou t by
O n e
e v e ry
S A P B u s in e s s O n e a d m in is t r a t o r .
In
se n se , e v e ry
su pe ru se r.
w in d o w s
T h is
fo r m
u se r w h o
is
can
be cau se
le v e l.
c re a te
S A P
an d
sav e
B u s in e s s
O n e
N e v e r t h e le s s ,
th e
qu e ry
u se r
qu e ry
w ill
w ill b e d e e m e d a s a
s e c u r it y
by pass
is
b u ilt
t h is
u pon
fo r m
le v e l
s e c u r it y c h e c k in g .
A s
th e re
to
c re a te
a re
n o
t a b le
qu e ry
o r re co rd
h av e
th e
le v e l s e c u r it y
c a p a b ilit y
to
w it h o u t a n y
r e s t r ic t io n s . I m a g in e , if t h e y
it
w o n 't
be
in fo r m a t io n
To
o r m in im iz e
fo r c r e a t in g
h av e
th e
a b ilit y
to
or
to
I n it ia lly
th e
a s s ig n
M a n a g e r.
A lw a y s
3 .
th e m
a ll
T h is
g iv e
in
w h e n
qu e ry ,
it
an d
h ow
fo r
t it le
an d
h av e
to
h ig h
to
can
ge t
v e ry
an y
w e ll,
c r it ic a l
q u e r ie s .
th e
s u p e r u s e r is
q u it e a fe w
ta s k .
Th e re
w it h
N o
h av e
r e s p o n s ib le
su pe ru se rs w h o m a y n o t
a re
c e r t a in
G e n e ra to r,
e n su re
th a t
n o
p r in c ip le s
y ou
u n de r
Q u e ry
W iz a r d ,
u se r
g e t t in g
is
R e p o rts
an d
Q u e ry
u n n e ce ssa ry
fo r
d a ta b a s e
p la n , y o u
fir s t
w h e n
th e
u se r
n e e ds
to
m o re .
c o m p la in
t im e
fid e lit y , a s s ig n
t im e
a re
t h is
u se rs
R e a d - O n ly
m u ch
t a b le s
s tru c tu re
t h e fir s t p la c e .
u se rs
is
Th e y
a b ilit y
don e :
a q u e r y . D o n o t a s s ig n
O n ly
a ll.
an
O n e
r is k , fir s t t h in g t o d o is t o a n a ly z e w h o c a n
Q u e ry
is
at
B u s in e s s
d a ta b a s e
q u e r y . U s u a lly , o n ly
t im e
fo r
ru n
t h is
b u ild
g e t t h is jo b
2 .
to
q u e r ie s . H o w e v e r , t h e r e
s h o u ld fo llo w
1 .
in fo r m a t io n
a ll S A P
k n ow
t h e y w a n t b y c r e a t in g r e la t e d
de cre a se
th e
se cre t
c h e c k in g s , u s e r s w it h
acce ss
abou t
y ou
to
t h e ir
ch e ck
s tru c tu re
th e m
can
th e y
pro pe r
c re a te
in a b ilit y
to
w h at S Q L
k n ow .
c re a te
le v e ls
B ase d
or
th e y
on
e d it
h av e
t h e ir
jo b
a u t h o r iz a t io n s . I d e a lly , if y o u
m a t r ix
t h a t lis t u s e r s
an d
t h e ir
a c c e s s p r iv ile g e b e fo r e h a n d .
4 .
W a tc h
th e
c re a te d
sav e d
q u e r ie s
q u e r ie s
fa ll
w it h in
c r e a t e a u s e r a le r t t o
Th e
fo llo w in g
R e p o rts
S y s te m
scre e n
th e m
scre e n sh o t
m o d u le .
It
can
is
h av e
s h o w in g
to
an
be N o
I t is w e ll w o r t h
to
sh ow s
be
|
w a tc h
fr o m
t im e
th e
c e r t a in
th e
acce sse d
t im e
th a t
to
th e
in it ia l a s s ig n m e n t
e n su re
th e y
a ll
s h o u ld .
n e w ly
You
can
im p o r t a n t q u e r ie s t o o .
fr o m
A u t h o r iz a t io n . A
p e r fo r m
to
scope s
fo r
fr e s h
m e n u
fo r
it e m
G e n e ra l
a ll n e w
u se r
u n de r
th e
A u t h o r iz a t io n s .
u se rs.
M ak e
T h is
su re
a ll o f
s t a r t w ill k e e p y o u r s y s t e m
s a fe .
th is ta s k .
1 4 3
C are
m ust be
ne e de d,
title s
y ou
d o n 't
a s s ig n
use rs m ay
L e t 's g o
th ro u g h
ta k e n
e s p e c ia lly
w he n
unde r
g u a r a n te e
th e
sam e
ge t m ore
y ou
copy
que ry
th a t th e y
use r
hav e
th e
a u th o r iz a tio n s b y
th a n th e y
a u th o r iz a tio n s .
a u th o r iz a tio n .
s h o u ld
sam e
c o p y in g
be
Tw o
D o u b le
use rs
que ry
fro m
w ith
c h e c k in g
s im ila r
a u th o r iz a tio n s .
e x is tin g
is
jo b
W he n
u s e r s , th e
ne w
g iv e n .
t h e s e t h r e e d iffe r e n t q u e r y a u t h o r iz a t io n c a t e g o r ie s , o n e b y
on e :
is t h e
or
c re a te
th e
an y
N e w
ru n .
If
u se r
m ay
to
u se r m ay
q u e r ie s . H o w e v e r , if t h e
N e w
s t ill
u n de r
Q u e r ie s
n ot
ge t
h a v e o n ly t w o c h o ic e s : N o
A u t h o r iz a t io n .
u s e r, th e
Q u e r ie s
th e
s im p le s t o n e . Y o u
F u ll
Q u e ry
a re
sav e d
be
u se r
th e
th e
u se r
to
h as
G e n e ra to r,
a llo w e d ,
if
W h e n
a b le
y ou
ru n
n o
th e
w iz a r d
qu e ry
h as
n o
gra n t
fu ll
t h is w iz a r d t o
on
s t ill w o n 't
c re a te d
by
t h is
on
a n y o f th e s a v e d q u e ry g ro u p s .
1 4 4
Q u e ry
M a n a g e r
a v a ila b le :
A s
N o
m e n t io n e d
w it h
is
Last
in
th e
n ot
can
le a s t
e x p la in in g
la s t
it
a re
d is c u s s e d
N e w
X X
n e w
be
w it h
lo g ic a l.
T h is
s h o u ld
N e w
be
to
re se rv e d
an y body
S ta te m e n t:
e x is t in g
h a v e c o n fid e n c e
s h o u ld
to
sav e d
be
it s
a re
th e
2 0
it e m s
fir s t
c o m p le x it y ,
m ore
th a n
Th e
c a lle d
u se rs
th e
c o n tro l Q u e ry
2 0
fir s t
S a v e d
is
to
v it a l t o
qu e ry
su pe ru se rs
e ls e
a b ilit y
to
G e n e ra to r b u t
a s Q u e r y W iz a r d .
u n le s s
s e c u r it y . F u ll
o n ly . N e v e r g iv e
n o
su pe ru se rs
sav e d
T h is
q u e r ie s .
It
n e e ds
w ill a llo w
e v e n
m ore
Q u e r ie s a u t h o r iz a t io n b e c a u s e t h e u s e r c a n
w o r k in g
N o
a re
fo r th e ta s k .
S Q L
m o d ify
a s s ig n
a u t h o r iz a t io n .
su ch
C a t e g o r ie s : T h is
M o d if y
It
w ill g iv e
q u e r ie s . I t w ill n o t o n ly
a v a ila b le
o p t io n s
w ill b e d is c u s s e d la t e r .
C r e a t e / M o d if y
th e
if y o u
Th e re
r e m a in in g
a ls o c o n t r o l t h e o t h e r q u e r y t o o ls
o
a lw a y s
du e
G e n e ra to r
Th e
th re e
A u t h o r iz a t io n .
a F u ll A u t h o r iz a t io n .
H ow e v e r,
m ore
a re
F u ll
abov e ,
G e n e ra to r.
Q u e ry
n e x t.
Q u e r ie s :
c re a te
th e m
qu e ry .
u n de r
Th e re
an d
R e a d - O n ly . O n ly
Q u e ry
fo r
w o u ld
it e m s
Q u e r ie s G r o u p
try
th e
c a te g o r y
on e .
R e a d - O n ly ,
a s s ig n
is
th re e
s im p le r
p r in c ip le s
fir s t . T h e n
th e u s e rs , y o u
bu t
a n o th e r
A u t h o r iz a t io n ,
qu e ry
qu e ry
w it h
ba d
gro u ps .
If
on e
y o u
if t h e
d o n 't
u se r h as
h av e
u se rs
care
to
th a n
r e p la c e a g o o d
a ls o a llo w e d u n d e r
back u p
of
th e
w o r k in g
q u e r y , it w ill b e a d is a s t e r .
C r e a t in g
You
q u e r ie s u n d e r d if f e r e n t c a t e g o r ie s
le a r n e d
h ow
to
c re a te a n d
m a in t a in
q u e r y c a t e g o r ie s . S o m e o f t h e
c o n c lu s io n s a r e a s fo llo w s :
C a t e g o r ie s
O n e m a in
C a t e g o r ie s h a v e t o
C a t e g o r ie s s h o u ld k e e p
lis t .
th e s e
H o w e v e r,
e ffo r t to
S om e
w r o n g ly
sav e d
k n o w le d g e
fin d
th e
m o d u le
s tru c tu re s
n ot
a
abou t
t h e q u e r ie s o w n e d b y
p r in c ip le s , y o u
la s t o n e
q u e r ie s
m ay
th e
in
m in im iz e a n y o v e r la p s b e t w e e n
m a k e s u re th e n e w
o f th e
th e m
y ou
r e s e m b le
J u s t fo llo w in g
of
can
th e
S A P
B u s in e s s
m e n u
be
a re
is
to
e asy
th e
qu e ry
c re a te
say
an d
th a n
o n ly
m a in t a in
to
do. You
c la s s ify , s u c h
as
to
good
ca re
u se rs
w h o
q u e r y , e s p e c ia lly
s o m e t h in g
to
o th e r
good
c a te g o ry
m u s t ta k e
gre a t
q u e r ie s a r e s a v e d u n d e r t h e c o r r e c t c a t e g o r ie s .
e asy
th a t
can
e a s ie r
th e m
e ach
t e ll.
fo r
Tak e
th e
c a t e g o r ie s
n e w
w h ic h
y ou
s a le s
h av e
an d
of
pu rch a se . S o m e
e ach
u se r
d o n 't h a v e
c re a te d .
w r o n g , c o r r e c t it im m e d ia t e ly . M a k e s u r e y o u
w h o
e n ou gh
W h e n e v e r
c h e c k th e m
o fte n .
You
can
u s e t h e fo llo w in g
q u e ry to
c h e c k t h e q u e r y lis t b y c a t e g o r y :
SELEC T
1 4 5
T 1 .C a tN a m e ,
T 0 .Q n a m e ,
T 0 .Q s tr i n g
FR O M
d b o .O U Q R
T0
I N N E R J O I N d b o .O Q C N
T1 O N
T 0 .Q C a te g o r y = T 1 .C a te g o r y I d
O R D ER BY
T 1 .C a tN a m e , T 0 .Q n a m e
T h is
is
h a n d le d
to
an
im p o r t a n t
base d
on
e v e ry o n e ,
s te p
th e
y ou
in
qu e ry
n e e d
to
m ak e
q u e r ie s t h a t s u p p o s e d ly b e lo n g
Q u e ry G ro u p s : a
You
h av e
th e m
a re
A m on g
to o l to
le a r n e d
g e n e ra to r. T h e
th a t
to
a s s ig n
th e re
su re
th a t
u s e r
a re
n u m be rs
la s t fiv e
S D K
gro u ps
m ay
c o d in g . U n le s s
o n ly
t h a t is
ov e r
1 6
be
th e
u n ch an ge d as sh ow n
n e x t:
Th e se
e q u iv a le n t
gro u ps
a re
s e c u r it ie s
a ll
w ill
be
fu ll a u t h o r iz a t io n
c a t e g o r ie s
o n ly
h o ld
th o s e
fo r
qu e ry
p e r m is s io n s
2 0
Q u e r ie s G r o u p s . T h e
gro u p
a ll
h a v e g iv e n
th e m .
to
2 0
u se d
n u m b e r s a r e fr o m
n ot
w h e n
c a s e , th e y
to
gro u p
a re
it e m s
d is c u s s e d . T h e o t h e r 2 0 o f
a v a ila b le
to
1 to 2 0 .
s ta n d a rd
u se r
t h e fir s t 1 5 g r o u p s .
in t e r fa c e . T h e r e fo r e , w e w ill o n ly d is c u s s
Th e
be cau se
fir s t t h r e e it e m s h a v e a lr e a d y b e e n
fo r S a v e d
th e m ,
s e c u r it y
c a t e g o r y le v e l. U n le s s y o u
y ou
do
h av e
an
a d d -o n
n ot n e e d
to
be
o r th ro u g h
s e t. K e e p
G ro u p s
1 -1 5
th e m
u n de r
C r e a t e / E d it
C a t e g o r ie s .
Th e
fo llo w in g
s c re e n s h o ts
sh ow
y ou
d e t a ile d
s e tu p s
fo r
fe w
F or
g e n e ra l
g r o u p s . T h is
c a te g o ry ,
c a te g o ry
com m on
w ill b e
u s e r s . F o r t h e o v e r la p r u le , it 's a n
is
fo r
" c o n v e n ie n c e " . I t s h o u ld
q u e r ie s .
It
w ill
n ot
be
good
b e c a u s e it s im p ly m e a n s y o u
M y
p r a c t ic e
u se d
fo r th e
is
to
a s s ig n
q u e r ie s
e x c e p t io n . T h e m a in
o n ly
k e e p
p r a c t ic e
d e c id e d
th o s e
if
t o g iv e
be
c a te g o ry
acce sse d
to
a ll
to
a ll
p u r p o s e fo r t h is q u e r y
fr e q u e n t ly
m an y
u p
t h is
th a t c a n
q u e r ie s
u s e d , n o n - c r it ic a l
a re
sav e d
h e re ,
q u e r y s e c u r it y a lt o g e t h e r .
s u g g e s t io n s t o s a v e q u e r ie s u n d e r t h is c a t e g o r y a r e a s fo llo w s :
M in im iz e
th e
fr e q u e n t ly
n u m be rs
u se d
an d
o f th e
q u e r ie s
h e r e . U n le s s
y ou
k n ow
it 's
b e in g
it s h o u ld b e a v a ila b le t o e v e r y o n e , d o n o t s a v e t h e
1 4 6
q u e r y u n d e r t h is c a t e g o r y .
C h e ck
it m o r e o ft e n
a u t h o r it y t o
In
W h e n
o t h e r c a t e g o r ie s b e c a u s e m o s t u s e r s w it h
s a v e w ill e a s ily c h o o s e t o s a v e t h e ir n e w
n a m in g
F o r e x a m p le , a
q u e r ie s h e r e .
is
th e
qu e ry
u n d e r t h is
qu e ry
n am e d
fo llo w in g
c a t e g o r y , t h e n a m e s o f t h e q u e r ie s
c le a r s o t h a t e v e r y o n e k n o w s w h a t t h e q u e r y r e s u lt s a r e .
o f " S a le s
" S a le s
R e p o rt" d o e s
R e po rt
C a lc u la t io n " , it is m o r e r e a d a b le
Th e
th e
g e n e r a l, fin a n c e - r e la t e d q u e r ie s s h o u ld n o t b e s a v e d h e r e .
s h o u ld b e
qu e ry
th a n
scre e n sh o t
by
a s to
sh ow s
n o t t e ll y o u
C u s to m e r
w h a t th e
t h is
fo r
m u ch , bu t w h e n
A n n u al
th e
C o m m is s io n
q u e r y is d o in g .
c a te g o ry
as
a s s ig n e d
to
a ll
qu e ry
gro u ps:
You
a ls o
ca n
is
th e
a s s ig n e d
q u e r ie s
It
fin d
to
F o rm a tte d
a ll t h e
can n ot be
s a fe
d is c u s s io n
fo llo w in g
to
ru n
a s s ig n
abou t
g r o u p s s im ila r t o
g r o u p s . T h is
is
c a te g o ry
in
be cau se
m ost
d ir e c t ly . H o w e v e r , a n y
t h is
c a te g o ry
fo r m a tte d
scre e n sh o t
S e a rc h e s
sh ow s
to
se a rch
th e
a ll t h e
can
F o rm a t
be
th e
n e x t s c r e e n s h o t . I t is
F o rm a tte d
u se r m ay
S e a rc h e s
r e q u ir e t h is fu n c t io n .
gro u ps. A
fo u n d
n e x t
S e a rch e s
in
th e
c a te g o ry
d e t a ile d
c h a p te r.
a s s ig n e d
to
Th e
a ll
G e n e ra l c a te g o ry .
1 4 7
Th e
n am e s
B e cau se
w h e re
it
of
o n ly
it w ill b e
a ll
q u e r ie s
lin k s
to
u n de r
t h is
F o rm a tte d
t r ig g e r e d . T h is
c a te g o ry
S e a rch ,
t o p ic
is
be y on d
Th e
fir s t m o d u le
fo llo w in g
m a tc h
Th e
to
u se rs
can
be
sav e d
th e
h e re .
A s s ig n in g
qu e ry
t h is
b r o w s e t h e n e x t c h a p t e r fo r d e t a ile d
r e la t e d
n e e d
th e
to
be
n am e
c h a p t e r 's
m o re
c o n c is e .
s h o u ld
r e fle c t
scope . You
can
A d m in is t r a t io n . A ll q u e r ie s
G ro u p
w o u ld
be
an
e asy
a s s ig n e d
as
G ro u p
to re m e m b e r.
sam e
p r in c ip le
a p p lie s
h e re :
F in a n c ia ls
h as
be e n
b e c a u s e it 's t h e s e c o n d m o d u le .
1 4 8
S im ila r ly ,
fo r
S a le s
O p p o r t u n it ie s :
Th e
t h ir d
m o d u le
h as
G ro u p
a s s ig n e d .
In
s im ila r
m o d u le in
A g a in
fo r
w ay ,
th e
S a le s A / R
h as
be e n
a s s ig n e d
G ro u p
4 . T h is
is
th e
fo u r th
w it h
G ro u p
s y s te m .
P u rc h a s e A / P : Th e
fift h
m o d u le
in
S A P
B u s in e s s
O n e
5 .
F or
B u s in e s s
G ro u p
P a rtn e rs :
d iffe r e n t
a ppro a ch
w it h
n ot
o n ly
G ro u p
b u t a ls o
4 an d 5 .
1 4 9
A s
u s u a l fo r I n v e n to r y : I t to o k
G ro u p
du e
to
it s
o c c u p a t io n
o n
th e
s e v e n th
m o d u le .
It
sou n ds
re du n da n t
a s s ig n m e n t s .
fe w
In
You
m o re
w on de r
p a r a g r a p h s . H o w e v e r , it 's
t h is w a y , y o u
A fte r
y ou
h av e
be com e s
can
a s s ig n
You
m ay
fo llo w in g
m o re
a s s ig n e d
a s s ig n
b e lo n g s
fin d
on e
it
scre e n sh o t
can
e ffe c t iv e
to
be
to
e x p la in e d
sh ow
y ou
sh ow
ju s t
gro u ps'
th ro u g h
m o re s c re e n s h o ts .
t h e s e s u g g e s t io n s e a s ily .
a ll t h e
If
th e
u se rs
g r o u p s , u s e r s e c u r it y
b e lo n g
to
th e
pu rch a se
G r o u p N o . 5 t o t h e m . A s p o in t e d o u t e a r lie r , o n ly
w ill
B u s in e s s P a r t n e r
la t t e r
th a n
w h e th e r
s t r a ig h t fo r w a r d .
R e a d - O n ly
n e ce ssa ry .
fo llo w
c a r e fu lly
p re tty
d e p a rtm e n t,y o u
th e
fo r
m ay
ou t
fir s t . D o
th e y
n o t a llo w
can
th e m
to
b o th
P u rc h a s e A / P
acce ss
sav e
q u e r y u n le s s
an d
c a t e g o r ie s b e c a u s e
to
th re e
d iffe r e n t
gro u ps
n a m e ly
G ro u p
4 ,
5 , an d
6 . Th e
s c r e e n s h o t s h o w s t h is c o n c e p t :
I n d iv id u a l u s e r s
e x a m p le , a
s a le s
can
be
pe rso n
a s s ig n e d
can
be
to
m o re
g iv e n
th a n
G ro u p
on e
an d
sav e d
4
q u e r ie s
gro u p. F o r
t o u s e a ll q u e r ie s u n d e r
1 5 0
S a le s O p p o r t u n it ie s , S a le A / R , a s w e ll a s B u s in e s s P a r t n e r c a t e g o r ie s .
Th e se
sav e d
o th e r
u se r
base d
on
m ay
q u e r ie s
gro u ps .
gro u ps
I t is
fle x ib le
a c t u a l b u s in e s s
h av e
m ore
a re
d u t ie s .
fo r
n e e d s ; in
Yo u
n ot
ca n
e q u iv a le n t
y ou
to
d e s ig n
to
th e
d e p a rtm e n t
o v e r la p p e d
u se r
or
an y
p r iv ile g e s
s m a ll a n d m id s iz e d b u s in e s s , s o m e u s e r s
ta k e
a d v a n ta g e
of
t h is
fu n c t io n
to
b e tte r
m a n a g e t h e u s e r s e c u r it y fo r q u e r ie s .
F ro m
th e s e
s a le s
pe rso n
case ,
y ou
t h r e e in
to
h av e
acce ss
to
a ppro v a l
b u s in e s s
- H o w
m ay
th e
a s s ig n
o r d e r t o d e fin e
L e s s o n
A n
e x a m p le s , y o u
w on de r
pro ce du re
c a te g o ry .
B u s in e s s
P a rtn e r
to
u s e
is
y ou
P a r tn e r
t h e a u t h o r iz a t io n
to
a b o u t w h e th e r
B u s in e s s
o n ly
do
W e ll,
on e
n o t w a n t th e
if
th a t
gro u p
in s t e a d
of
w it h o u t b in d in g t h e m .
v e ry
im p o r t a n t
th e
to o l
in
S A P
m a n a g e m e n t to
B u s in e s s
c o n t r o l d a ily
p r o c e s s e s . S o m e s t a n d a r d w o r k p r o c e d u r e s r e q u ir e a p p r o v a ls fr o m
b e fo r e
th e
q u e ry fo r a p p ro v a l p ro c e d u re s
m a n a g e m e n t . I t e n a b le s
o r s u p e r v is o r s
is
e n t r y le v e l e m p lo y e e s c a n
g e n e r a t e c e r t a in
O n e
fo r
b u s in e s s
m a n a ge rs
d o c u m e n ts .
T h is is w h y a p p r o v a l p r o c e d u r e s a r e n e e d e d .
Th e
t o p ic
T h is
book
c o m p le t e
qu e ry
c o v e r in g
is
o v e r a ll a p p r o v a l p r o c e d u r e s
p r im a r ily
s c e n a r io s
fo r
fo c u s e d
on
S Q L
m ay
qu e ry .
r e q u ir e
T h e r e fo r e ,
a
it
s e p a ra te
w ill
a p p r o v a l p r o c e d u r e s . H o w e v e r , a ll r e q u ir e d
a ppro v a l pro ce du re s
w ill b e
d e a lt
w it h
be cau se
y ou
c a n 't
n ot
book .
cov e r
s te p s
fo r
c o m p le t e
u s e r q u e r y a p p r o v a l p r o c e d u r e w it h o u t a ll t h o s e s t e p s .
1 5 1
T h e re a re tw o
s t e p s in v o lv e d in
c r e a t in g a n
C r e a t in g a p p r o v a l s t a g e s
C r e a t in g a p p r o v a l t e m p la t e s
Th e se
th e
tw o
s te p s
fir s t a n d
Th e
can
b e a c c e s s e d fr o m
se con d
m e n u
it e m s
A p p ro v a l P ro c e d u re s
a ppro v a l pro ce du re :
th e
u n d e r th e
c a te g o ry
lie s
m o d u le . T h e y a r e
A p p ro v a l P ro c e d u re s
b e tw e e n
th e
U t ilit ie s
c a te g o ry .
an d
L ic e n s e
Th e
fo llo w in g
fr o m
th e m e n u
C r e a t in g
y ou
d ir e c t ly w it h o u t g o in g
th e
p a th . Y o u
th ro u g h
th e
can
M a in
a ls o
s e le c t
M o d u le s
M e n u .
a p p ro v a l s ta g e s
T h e fir s t s t e p in
c r e a t in g a n
a p p r o v a l p r o c e d u r e is t o c r e a t e a n
a p p ro v a l s ta g e .
T h is e n s u re s t h a t t h e p e r s o n s w h o a r e in c h a r g e o f a p p r o v in g t h e d o c u m e n t s a r e
d e fin e d fir s t .
F ro m
th e
fo llo w in g
s c re e n s h o t,
r e q u ir e d t o b e fille d o n
S ta g e
N a m e :
t h a t is
n o t m o re th a n
it c a n
be
y ou
can
o n ly
fin d
th re e
te x tb o x e s
th a t
a re
t h e h e a d e r , n a m e ly t h e fo llo w in g :
E n te r
id e n t ifie d . I n
th e
a p p ro v a l s ta g e
n am e s.
It
can
be
an y
n am e
2 0 c h a r a c t e r s . T h e s h o r t e r , t h e b e t t e r , a s lo n g a s
th e
e x a m p le , D e liv e r y 1
is
e n te re d a s th e n a m e
o f th e s ta g e .
S ta g e
an y
D e s c r ip t io n :
t e x t t h a t 's
E n te r
n o t m o re
th e
th a n
1 0 0
can
be
c h a r a c t e r s . A u t h o r iz e r s ' n a m e s
d e s c r ip t io n s .
It
fo r
1 5 2
th e a p p ro v a l c a n
N o .
o f
be
u se d h e re .
A p p r o v a ls
a u t h o r iz e r s
a ppro v a l
R e q u ir e d :
r e q u ir e d
is
fo r
s e le c t e d
T h is
a p p r o v a l.
h e re .
If
is
To
it 's
th e
m a x im u m
s im p lify
m o re
th e
th a n
n u m be r
pro ce ss,
on e ,
it
o n ly
w ill
be
of
on e
m o re
c o m p lic a t e d .
F o llo w in g
th e
h e a d e r is t h e p la c e t o s e le c t m a n a g e r s o r s u p e r v is o r s w h o n e e d
to
a p p r o v e d o c u m e n ts . I f th e N o . o f A p p r o v a ls R e q u ir e d
to
s e le c t t h r e e
N o .
o f
n am e s
A p p r o v a ls
h e re . In
R e q u ir e d
t h is
is
e x a m p le ,
o n ly
it o n ly
on e . You
ca n
is t h r e e , y o u
n e e ds
on e
n e e d
be cau se
se e
th a t th e
can
c re a te
th e
m an age r
is
s e le c t e d fo r t h is a p p r o v a l s t a g e .
C r e a t in g
A fte r
y ou
a p p r o v a l t e m p la t e s
h av e
c re a te d
an
a ppro v a l
s ta g e ,
y ou
an
a ppro v a l
t e m p la t e .
Th e re
lis t e d
a re
o n ly
tw o
te x tb o x e s
N a m e :
E n te r
th e
s h o u ld n 't e x c e e d
s h o rte r,
th e
th e
n am e
on e
ch e ck box
a p p r o v a l t e m p la t e 's
2 0
on
th e
h e a de r.
th e
e x a m p le ,
D e s c r ip t io n : E n te r
th a t
d o e s n 't
te x t
h as
be e n
th e
is
1 0 0
as
e asy
be
to
an y
a re
n am e
an d
A c t iv e :
T h is
is
th e
e n te re d
w it h
as
t h is
q u e r y fo r a p p r o v a l.
c h a ra c te rs .
th e
ch e ck box .
is
qu e ry
a ppro v a l
d e s c r ip t io n . I t c a n
In
th e
t e m p la t e
e x a m p le ,
n am e .
e x p la n a t o r y , s o t h e r e is n 't a n y n e e d fo r fu r t h e r d e t a ils in
Th e y
id e n t ify , a n d
D e liv e r y
be cau se
a p p r o v a l t e m p la t e 's
e x c e e d
e n te re d
be
O v e rd u e
a p p r o v a l t e m p la t e . T h is
u s e d a s th e b a s e
te x t
n a m e . It ca n
c h a r a c t e r s . I t s h o u ld
b e tte r. I n
o f th e
n a m e w ill b e
an d
a s fo llo w s :
W h e n
s e le c t e d ,
th e
be
th e
It
is
an y
sam e
s e lf
t h e e x a m p le .
t e m p la t e
be com e s
1 5 3
a c t iv e . O t h e r w is e , t h e t e m p la t e r e m a in s in a c t iv e .
T h e r e a r e fo u r t a b s u n d e r t h e a p p r o v a l t e m p la t e s
You
O r ig in a t o r : F o r p ic k in g u p
D o c u m e n t s : F o r p ic k in g u p
S t a g e s : F o r p ic k in g u p
T e r m s : T h e k e y p a r t o f t h e t e m p la t e
w ill fin d
e ach
t a b in
h e a de r:
u s e r s a s o r ig in a t o r s
c e r t a in
ty p e s o f d o c u m e n ts
d e t a il in
th e
c o m in g p a g e s .
O r ig in a t o r
Th e
fir s t t a b
w h o n e e d to
is
do
th e
O r ig in a t o r
th e d a ta
D o
y ou
ta b .
In
e n try . It m a y
t h is
n o t p u t y o u r u s e rn a m e
w ill lo s e
c o n t r o l o f t h is
a p p e a r g ra y e d
o u t to
ta b ,
y ou
can
s e le c t t h o s e
be on e or as m an y as y ou
u n d e r t h is
ta b . If y o u
do,
t e m p la t e . E v e r y t h in g
w ill
y ou w he n
y o u b ro w s e
u se rs
lik e .
it .
1 5 4
D o c u m e n ts
Th e
se con d
v e ry
t h is
ta b
s im p le .
You
e x a m p le ,
th a t
o n ly
in
fo llo w in g
ju s t
o n ly
th e
t e m p la t e . Y o u
th e
n e e d
th e
d e liv e r y
can
to
s c r e e n s h o t is t h e
s e le c t
d e liv e r y
on e
or
m o re
d o c u m e n t ty p e
docu m e n t
w ill
s e le c t m o r e t h a n
be
D o c u m e n t s t a b . T h is t a b is
d o c u m e n t ty p e s
h as
be e n
s u b je c te d
to
h e re . In
s e le c t e d , e n s u r in g
a ppro v a l
u n de r
t h is
o n e do cu m e n t h e re .
S ta g e s
T h is
ta b
is
th e
a lr e a d y . Y o u
on e
y ou
s ta g e
O n e
s im p le s t
can
n e e d. Th e
to
th e
on e
Tab
fo llo w in g
be cau se
k e y
to
th e
a ppro v a l
se a rch
s ta g e
a ll a v a ila b le
h as
s ta g e s
th a t th e
be e n
to
se t
u p
s e le c t t h e
D e liv e r y 1
a ppro v a l
is s e le c t e d .
m is t a k e
h e re
p r o c e s s . T h a t is
to
u se
add
q u it
th e
to
try
th e
fo r th e
to
good
fr o m
m a k in g u p
is
n ot a
c re a te
d u r in g
A p p ro v a l
th e
p r a c t ic e . I t is
th e
p r o b le m
fir s t s t e p . I n
T e m p la t e s S e t u p
d u r in g
th e
p r o n e . A lw a y s
case
y ou
scre e n .
s e le c t io n
re m e m be r
fo r g e t, y o u
R e s ta rt
o n ly
h av e
a fte r
m is s in g s t a g e .
1 5 5
Th e re
can
be
illu s t r a t e d
m o re
h e re .
th a n
It
is
on e
an
s ta g e
as
w e ll. F o r
e x a m p le
to
sh ow
s im p lic it y , o n ly
h ow
qu e ry
on e
a ppro v a l
s ta g e
is
pr o ce du re
w o rk s.
T e rm s
Th e
la s t t a b
v it a l fo r t h e
a fte r S ta g e
w ill b e
T e r m s . T h is
t e m p la t e . T h e r e a r e t w o
A lw a y s :
U n c o n d it io n a l
a p p r o v a l.
u n d e r t h e s e le c t e d t y p e s w ill b e
W h e n
th e
te rm s .
If
f o llo w in g
t h is
is
o p t io n s
th e
m o s t c o m p lic a t e d
t o la u n c h
t h is
is
on e
an d
a ppro v a l pro ce du re s:
s e le c t e d ,
a ll
th e
d o c u m e n ts
s u b je c t t o a p p r o v a l.
A p p lie s :
s e le c t e d ,
If
is
C o n d it io n a l
som e
of
th e
a ppro v a l
te rm s
base d
an d
on
d iffe r e n t
c o n d it io n s
w ill
be
d is p la y e d . Q u e r y a p p r o v a l is u n d e r t h is o p t io n .
It
is
q u it e
a ppro v a l
add
s u r p r is in g
c r e a t io n .
th a t
y ou
O t h e r w is e ,
h av e
y ou
to
can
s e le c t
o n ly
A lw a y s
s e le c t
fir s t
s y s te m
fo r
u se r
d e fin e d
qu e ry
te rm s
to
t h e a p p r o v a l t e m p la t e .
1 5 6
T h is
scre e n sh o t
be e n
a d d e d . O t h e r w is e , t h e b u t t o n
sh ow s
S e le c t in g
A fte r
a ppro v a l
th e
q u e ry fo r th e
im m e d ia t e ly .
fr o m
to
te rm s
ch an ge d
th e
To
a re
qu e ry
u n de r
to
Q u e ry
s e le c t a n y p r e p a r e d
O v e rd u e
is
th e
th e
adde d
T e rm
D e liv e r y
s t ill s h o w
T h is
is
in
a ppro v a l
A d d
h as
a lr e a d y
in s t e a d o f O K .
th e
o n
c lo s e
th e
s y s te m ,
y ou
can
d ir e c t ly
an d
ch an ge
A p p lie s .
You
can
m id d le
n o t r e la t e d
o f lin e s
B a s e d
to
ta b
F o llo w in g
d is p la y e d
th e
w o u ld
a p p r o v a l t e m p la t e
to
c o u p le
to p u t T e r m
in c lu d e
fir s t lin e
a re
s e le c t io n .
ig n o r e d . T h e r e
t h e p la c e
go
W h e n
th a t
th e
t e m p la t e
S im p ly
A lw a y s
b u ilt - in
th a t
to
to
of
u se r
th e
th e
fo r m
qu e ry
b o tto m
se e
th e
u p d a te
som e
a fte r
it
s e le c t io n
y ou
of
th e
h av e
a p p r o v a l. I t c a n
be
o f t h e s c r e e n . T h is is
U s e r Q u e r ie s .
t e m p la t e ,
N a m e . Th e
y ou
qu e ry
can
h ig h lig h t
m a n a g e r fo r m
an d
w ill p o p
u p. You
th e
can
q u e r ie s fo r t h is a p p r o v a l.
1 5 7
R e m e m be r
th a t o n e
to
u se
sam e
In
t h e e x a m p le , y o u
W h e n
c lo s e d .
th e
y ou
o f th e
n am e
can
You
can
s e le c t e d in t o t h e
fo r
se e
m o s t e ffic ie n t w a y s
y ou r
sav e d
qu e ry
fin d t h a t it a v o id s
on
th a t
th e
th e
qu e ry
fo r c r e a t in g
an d
th e
qu e ry
a p p r o v a l is
a p p r o v a l t e m p la t e .
h a v in g t h e w r o n g q u e r y in
n a m e , th e
qu e ry
fo r
n am e
fir s t lin e u n d e r T e r m s B a s e d
qu e ry
O v e rd u e
o n
m an age r
p la c e .
fo r m
D e liv e r y
h as
w ill b e
be e n
U s e r Q u e r ie s .
1 5 8
You
T h is
s h o u ld
is
B e fo r e y o u
Th e
t h is
a ls o
la s t
add
s te p
a c t io n
is
th e re
is
h as
t r ig g e r in g
T r a in e e 1 .
th a t
is
th e
a lw a y s
T o ta l
a
S e le c t e d
lin e
in
th e
T e rm s
e n d
e v e n
a re
to
c lic k
be e n
w ill fin d
U p d a te
don e ,
a s
th e
a ll d e liv e r y
a ppro v a l pro ce du re s
If
th e
o r ig in a t o r s
s h o w e d
u se r
in
qu e ry
d o c u m e n ts
as
w e re
lo n g
th e
as
th o u g h
a n y q u e r y , t h e t o t a l s e le c t e d t e r m s is a lr e a d y
c o m p le t e d . Y o u
a re
n o t ic e
be cau se
in s t e a d
it
is
of 1 .
e m p ty .
1 .
la s t s c r e e n s h o t . A fte r
a ppro v a l
t e m p la t e
w ill
be
t h a t m e e t t h e q u e r y c o n d it io n
th e
som e on e
o r ig in a t o r o f t h e
e ls e ,
th e
docu m e n t
a ppro v a l
w o u ld n 't
t r ig g e r .
1 5 9
You
can
fin d
t h e c o m p le t e d
D o
n o t fo r g e t to
be
in a c t iv e a n d
c h e c k th e A c t iv e
in
t h e fo llo w in g
b o x . O t h e r w is e , t h e
s c re e n s h o t:
w ill
n o a p p r o v a l w ill b e t r ig g e r e d .
1 6 0
E x a m p le s
Th e se
o f u s e r q u e r ie s
e x a m p le s
w ill
fo r a p p ro v a l
fa m ilia r iz e
y ou
w it h
h ow
to
a p p ly
u se r
qu e ry
to
th e
a ppro v a l pro ce du re .
C a s e
Th e
1 A p p r o v a l f o r a d d in g
fir s t c a s e
u se r
t r ie s
to
is
r e la t iv e ly
add
d e liv e r y
s im p le . T h is
d e liv e r y
d o c u m e n t
a p p r o v a l in
d o c u m e n t fo r
n e e d
is
t r ig g e r e d
c u s t o m e r w it h
A /R
w h e n
I n v o ic e s
th a t
h a v e o v e rd u e D o c D u e D a te s .
T h e s o lu t io n
to
t h is s im p le r e q u e s t is s h o w n h e r e :
S E L E C T D I S T I N C T 'T r u e '
FR O M
d b o .O I N V T 0
W H E R E D a te D i f f ( D D ,G e tD a te ( ) ,T 0 .D o c D u e D a te ) > 0
A N D T 0 .C a r d C o d e = $ [ $ 4 .0 .0 ]
T h is is a v e r y s im p le q u e ry a n d is e x p la in e d in t h e fo llo w in g p o in t s :
S E LE C T
D IS TIN C T
D IS TIN C T
r e s u lt w ill o n ly
it
th e re .
e v e n
Th e
on e
e n su re
t h is
F R O M
can
re tu rn
s id e
lin e
be
be
fo r
W H E R E
=
fr o m
T 0 w ill
r e t r ie v e
as
fin d s
an y
w e ll a s
cu rre n t
in v o ic e
T 0 .C a rd C o d e
c u s to m e r
a ppro v a l
a ll
m ak e
D IS TIN C T
Is
is
fo r
n e e de d
d a te
u s in g
can
fin d
fo r m a tte d
fo r
qu e ry
ig n o r e d
D IS TIN C T
as
w ill
fr o m
th e
O IN V
Tru e .
t a b le
o n ly .
You
I n v o ic e t a b le .
w it h
code
th e
fo r
A N D
T 0 .C a rd C o d e
in v o ic e d o c u m e n t 's d u e
th e
in v o i c e . I f t h e
th e s y s te m
qu e ry
d a te fo r
t h e in v o ic e , t h e a p p r o v a l w ill b e t r ig g e r e d .
$ [ $ 4 . 0 . 0 ] is
You
q u e r ie s .
th e
be
n o t?
d o c u m e n t d u e d a te s g re a te r th a n
code .
u sage
can
it
t h e q u e r y r e s u lt is
A /R
c u s t o m e r 's
su re
T r u e . T h is is r e q u ir e d b y a p p r o v a l
d a ta
s y s te m
a ppro v a l
d o u b t , it 's a lw a y s s a fe t o le a v e
D a t e D iff( D D , G e t D a t e ( ) , T 0 . D o c D u e D a t e ) >
d a te
v a r ia b le
fo r
can
it s e lf.
a ppro v a l w h e n
$ [ $ 4 . 0 . 0 ] w ill c o m p a r e
th e
y ou
in
r e s u lt r e t u r n s o n ly
t h e s e le c t e d c u s t o m e r o n
if
a d d it io n a l
d is t in c t
m u s t s t ill r e m e m b e r t h a t t h is is a n
u se d
o m it t e d
o n e lin e . W h e n
t r ig g e r a n
d b o .O IN V
w ill
be
e ffe c t
w o u ld
qu e ry
p ro c e d u re to
'T R U E '
k e y w o rd
a ll
th e
a
s y s te m
d e t a ile d
se a rch
c u s to m e rs ,
in
v a r ia b le
to
d is c u s s io n
th e
th e n
n e x t
t h is
c o m p a r e w it h
of
th e
c h a p te r.
c o n d it io n
s y s te m
If
can
th e
be
o m it t e d .
1 6 1
C a s e
2 " O n
u se r
n e e ds
A c c o u n t"
scre e n .
A c c o u n t " o u t g o in g p a y m e n t
to
h e re
Th e
se t
m e an s
fo llo w in g
a ppro v a l
"P a y m e n t
q u e r ie s
fo r
"O n
O n
h av e
a p p ro v a l
A c c o u n t"
A c c o u n t".
be e n
t r ie d
It
o u t g o in g
is
by
r e la t e d
th e
p a y m e n t.
to
u se r
th e
bu t
"O n
pay m e n t
th e y
a r e n 't
w o r k in g :
S E L E C T ( C a s e W h e n ( s e l e c t $ [ o v p m . n o d o c s u m . 0 ] ) > 0 t h e n 'T R U E ' E l s e
'F A L S E ' E n d ) T F F R O M
O V PM
w h e r e c a r d c o d e = c o n v e r t( v a r c h a r ( 2 0 ) ,( S e l e c t
$ [ O V P M .c a r d c o d e .n u m e r i c ] ) ,1 0 3 )
S E L E C T ( C a s e W h e n ( s e l e c t $ [ o v p m . n o d o c s u m . 0 ] ) > 0 t h e n 'T R U E ' E l s e
'F A L S E ' E n d ) T F F R O M
O V PM
w h e r e c a r d c o d e = c o n v e r t( v a r c h a r ( 2 0 ) ,( S e l e c t
$ [ O V P M .c a r d c o d e .n u m e r i c ] ) ,1 0 3 ) a n d d o c n u m
= ( s e l e c t $ [ O V P M .d o c n u m .0 ] )
H e r e is t h e s o lu t io n :
S E L E C T D I S T I N C T 'T R U E '
FR O M
d b o .O V P M
T0
W H E R E $ [o v p m .n o d o c su m .n u m b e r ] > 0 a n d T 0 .d o c n u m
Th e
o r ig in a l
be com e s
o n ly
qu e ry
w h e n
d is c u s s e d in
th a n
th e
of
m an y
s e le c t iv e
qu e ry
re tu rn e d .
r e s u lt
A n o th e r
"O n
c o n v e r s io n s
is
Tru e .
th e
is
If
it
is
n ot
Tru e ,
fo r
th e
c o n d it io n
th e
th e n
$ [o v p m .n o d o c s u m .0 ].
is v e r y s im p le . $ [ o v p m . n o d o c s u m . n u m b e r ] >
A c c o u n t"
la s t
som e h ow ,
lo g ic
F a ls e is
It
w ill b e
c h a p te r.
cu rre n t
z e r o , t h e a p p r o v a l p r o c e d u r e w ill b e
A c t u a lly ,
an d
C a s e u s e d is a ls o n o t n e e d e d b e c a u s e w e
m is t a k e
th e F o rm a tte d S e a rc h
q u e r y s o lu t io n
am ou n t
to o
u n r e a d a b le . T h e
ca re
Th e
h a s
= $ [$ 3 .0 .0 ]
T 0 .d o c n u m
o u t g o in g
p a y m e n t.
If
0 c h e c k s th e
it 's
g re a te r
t r ig g e r e d .
=
$ [$ 3 .0 .0 ] c a n
be
o m it t e d
be cau se
t h e fir s t
c o n d it io n
o n ly c h e c k s t h e c u r r e n t o u t g o in g p a y m e n t .
1 6 2
C a s e
3 A p p r o v a l f o r in v o ic e t o
A n o t h e r u s e r t r ie d t h e fo llo w in g
S E L E C T D I S T I N C T 'T R U E ' F R O M
s p e c ia l c u s t o m e r g r o u p s
q u e ry to
b e u s e d fo r a n
a ppro v a l pro ce du re :
O I N V T 0 I N N E R J O I N O C R D T 1 O N T 0 .C A R D C O D E
= T 1 .C A R D C O D E I N N E R J O I N O C R G T 2 O N T 1 .G R O U P C O D E = T 2 .G R O U P C O D E
A N D T 2 . G R O U P N A M E 'O V E R S E A S C L I E N T S ' W H E R E T 0 . C A R D C O D E = $ [ $ 4 . 0 . 0 ]
Th e
t a r g e t o f t h e q u e r y is t o c h e c k w h e t h e r t h e c u s t o m e r u n d e r t h e c u s t o m e r
gro u p
tru e ,
w it h
th e
n o t h in g
th e
n am e
in v o ic e
is
o f 'o v e r
n e e ds
t r ig g e r e d
to
to
an y
se as
go
c lie n t s ' e x is t s
th ro u g h
in v o ic e s
th e
in
an y
a ppro v a l
a ft e r a s s ig n in g
n e w
in v o ic e . I f it is
pro ce du re .
t h is
H o w e v e r,
q u e ry to th e a p p ro v a l
pro ce du re .
B y
c h e c k in g
s o lu t io n
th e
u s e r 's
qu e ry ,
th e
p r o b le m
w as
fig u r e d
o u t,
fo r
w h ic h
th e
is lis t e d h e r e :
S E L E C T d i s t i n c t 't r u e '
FR O M
d b o .O I N V T 0
I N N E R J O I N d b o .O C R D
T1 O N
T 0 .C a r d C o d e = T 1 .C a r d C o d e
I N N E R J O I N d b o .O C R G
T 2 O N T 1 .G r o u p C o d e = T 2 .G r o u p C o d e
W H E R E T 0 . C a r d C o d e = $ [ $ 4 . 0 . 0 ] A N D T 2 . G r o u p N a m e L I K E 'O v e r s e a s
c lie n ts % '
Th e
o r ig in a l q u e r y
n am e
in
th e
h as
b u s in e s s
o n ly
on e
p a rtn e r
m is t a k e .
gro u p
Th e
t a b le
c o n d it io n
O C R G
to
s h o u ld
ch e ck
be
pu t
th e
gro u p
u n de r
th e
w h e r e c la u s e .
T 2 .G ro u p N a m e
a ls o
a
h as
th e
c o m p a r is o n
b ig g e r t o
LIK E
'O v e r
a t th e
w it h
se as
e n d . T h a t 's
an y
te x t
c lie n t s % '
is
be cau se
s t r in g .
Th e
it 's
u s in g
LIK E
a lw a y s
w o rk a ro u n d
a
is
in s t e a d
w e ak
to
o f e q u a l. I t
m a tc h
m ak e
to m a k e
th e
scope
in c r e a s e t h e c h a n c e o f t h e m a t c h .
1 6 3
C a s e
4 A p p r o v a l f o r o v e r b o o k in g
Th e re
is
a n o th e r
ba ck gro u n d
R e se rv e
I n v o ic e
s o m e t im e s , t h e
e v e n
a ls o
w o rse
w h o
in it ia lly
t h a t c o m m it s
s a le s
be cau se
in c r e a s e
u se r
u se r
is , t h e ir c lie n t u s u a lly
th e
re q u e s ts
c re a te s
c e r t a in
te n d s
o rd e r
it e m s in
to
pu rch a se
fo r m a tte d
S a le s
c e r t a in
s e ll m o r e t h a n
o rde r
or
se a rch
O rde r a n d
th e n
qu e ry . Th e
is s u e s a A / R
w a re h o u se s. H o w e v e r,
t h e a v a ila b le s t o c k . I t is
p r o d u c t io n
o rde r
q u a n t it ie s
w ill
t h e a v a ila b le q u a n t it ie s . T o a v o id r e t u r n s d u e t o o v e r s e llin g , t h e
re q u e s ts
O rde rs) < =
pe rso n
s a le s
fo r m a tte d
an y
it e m s
se a rch
fo r
th e
qu e ry
to
ch e ck
w a re h o u se
if ( I n
s e le c t e d
S to c k
a re
- C o m m it t e d
b e in g
tra n s a c te d
in
t h e s a le s o r d e r .
A fte r
an
som e
d is c u s s io n , it w a s
a ppro v a l
pro ce du re
w h e n
fo u n d
t h a t t h is
w a re h o u se
qu e ry
q u a n t it y
is
a c t u a lly
fa lls
b e lo w
fo r
th e
t r ig g e r in g
a v a ila b le
q u a n t it y .
H e r e is t h e s o lu t io n
base d
on
t h e a c t u a l r e q u ir e m e n t :
S E L E C T D i s t i n c t 't r u e '
FR O M
d b o .O I T W
T0
W H E R E T 0 .I te m C o d e = $ [ $ 3 8 .1 .0 ] A N D T 0 .W h s C o d e = $ [ $ 3 8 .2 4 .0 ] A N D
( T 0 .O n H a n d - T 0 .I s C o m m i te d - T 0 .O n O r d e r ) < = 0
W it h
t h is q u e r y , t h e t a b le
Th e
c o n d it io n
w a re h o u se
T 0 . I s C o m m it e d
O rde rs) < =
T h is
qu e ry
u s e d to
is
code .
-
to
to
lo o k
ch e ck
th e
U s in g
th e s e
T 0 .O n O rd e r)
u p is t h e O I T W it e m
s a le s
tw o ,
< =
o rde r
w e
to
fo r
h av e
th e
a
r e fle c t
(In
w a r e h o u s e t a b le .
lin e
it e m
fo r m u la
S to c k
code
an d
(T 0 .O n H a n d
C o m m it t e d
0 .
h as
e ffe c t iv e ly
t r ig g e r a n
sav e d
on e
U D F
an d
F o rm a tte d
S e a rch . It ca n
a p p r o v a l d ir e c t ly w it h o u t a d d it io n a l b u r d e n
to
be
th e s y s te m .
1 6 4
C h a p te r
D e s ig n in g P r in t La y o u t
Le sson 1
U s in g P r e - d e s ig n e d
Le sson 2
R e p o r t P r o p e r t ie s
P r in t L a y o u t s
1 6 5
L e s s o n
U s in g
P r e - d e s ig n e d
P r in t L a y o u t s
P ro c e d u re :
E n te r
D o c u m e n t
T y p e
A c c e s s
P r in t
L a y o u t
D e s ig n e r
O p e n
P re -
d e s ig n e d P r in t
L a y o u t
D e s ig n e d
S a v e
P r in t
L a y o u t u n d e r
N e w
N a m e
E d it N e w
P r in t
L a y o u t
S e t N e w
P r in t
L a y o u t a s
D e fa u lt
To
acce ss
th e
docu m e n t
c r e d it
ty p e
m e m o,
la y o u t
y ou
w an t
an d
so
p r in t
(s u c h
an d
ch oose
b e lo n g in g
t h a t s p e c ific d o c u m e n t t y p e .
S A P
B u s in e s s
can
a d a p t to
s y s te m
y ou
n e e d
to
y ou r
b y th e
Th e
th e n
O n e
e d it t h e
th e s y s te m
b r in g
p r o v id e s
ope n
n e w
u p
la y o u t s
th e m
a re
an d
lis t
as
of
th e
an
A /R
T o o ls
a ll
in v o ic e ,
P r in t
e x is t in g
p r in t
of
th e
an
A /R
L a y o u t
la y o u t s
lo t o f p r e - d e s ig n e d p r in t la y o u t s t h a t y o u
r e q u ir e m e n t s .
w o rd S y s te m
p r in t
to
w ill
to
on )
e n te r
to
T h is
d e s ig n e r ,
D e s ig n e r
in d ic a t e d
p r in t
in
Th e se
p r e - d e s ig n e d
p r in t la y o u t s
a re
p a re n th e s e s .
r e a d - o n ly .
sav e
th e m
If
y ou
u n de r
w an t
to
ch an ge
n e w
n am e .
p r in t la y o u t . I f n e c e s s a r y , y o u
can
a lw a y s
th e m
You
can
fa ll b a c k
p r in t la y o u t s .
1 6 6
W h e n
h av e
y ou
p r in t a
se t
as
d o c u m e n t, th e
th e
d e fa u lt
p r in t
s y s te m
la y o u t .
u s e s t h e p r in t la y o u t t h a t y o u
You
can
se t
th e
p r in t
la y o u t
as
d e fa u lt fo r
Th e
A ll u s e r s
Th e cu rre n t u se r
A ll b u s in e s s p a r t n e r s
S p e c ifie d
la s t
se v e ra l
o p t io n
p r in t
la n g u a g e s
or
A fte r w a r d s ,
b u s in e s s
If
y ou
is
e s p e c ia lly
la y o u t s
fo r
d iffe r e n t
y ou
can
p a rtn e rs
t h e I t a lia n
b u s in e s s p a r t n e r s
a re
p r in t la y o u t t o
w an t
to
th e
copy
a n o t h e r , p le a s e r e fe r t o
F or
sam e
e v e ry
th e
e x a m p le ,
docu m e n t
w o r d in g / d e s ig n
a s s ig n
w h o
u s e fu l.
fo r
s in g le
r e c e iv e r s
p r in t
la y o u t s
fo r m
can
ty p e
d iffe r e n t
la y o u t
in
on e
c re a te
d iffe r e n t
ta rg e t
e x a c t ly
( fo r e x a m p le , y o u
a ll b u s in e s s p a r t n e r s fr o m
p r in t
y ou
can
gr ou ps.
to
th e
a s s ig n
I t a ly ) .
com pan y
d a ta b a s e
to
th e n o te s 6 0 0 8 1 3 a n d 6 3 0 3 2 6 .
1 6 7
L e s s o n
- R e p o r t P r o p e r t ie s
Properties
R e p o r t P r o p e r tie s
Invoice
Document Properties
Customer
To:
Area Properties
No.
Item
Quantity
Price
Total:
Price
Field Properties
-1
SAP AG 2003
You
u se
th e
e n t ir e
d o c u m e n t
la n g u a g e ,
pape r
s p e c ific a t io n s
by
an
y ou
c an
an d
p r in t
C ode . B y
c re a te
Th e
a re a
th e
p r in t
an d
th e
t h is
a re a
la y o u t .
p a th
is
A d ju s tm e n t ,
fo r m a ts ,
to
th e
th e
y ou
or
n o t.
h e ig h t
ge n e ra l
scre e n
of
a re
fo r m a t t in g
a t t r ib u t e s ,
an d
p a th
a d a t a b a s e is id e n t ifie d
se v e ra l pa ge s
of
th e
You
y ou
a re a
is
th e
s iz e ,
p ic t u r e .
W h e n
th e
fo r
th e
H e ig h t
lo n g . C h o o s e
D o c u m e n t P r o p e r t ie s .
d e s ig n
d e fin e
ba ck gro u n d
v is ib le
th a t
D is p la y
d e fin e
H e re ,
th e
p r in t la y o u t in
d o c u m e n ts
p r o p e r t ie s
d e fin e
d e fi n e t h e p r in t la y o u t n a m e , a u t h o r ,
in c r e a s in g t h e n u m b e r o f p ix e ls in
P r in t L a y o u t D e s ig n e r - >
to
fo r p ic t u r e s . E v e r y
E x c lu s iv e
fie ld ,
p r o p e r t ie s
p r in t la y o u t . H e r e , y o u
in d iv id u a l a r e a s
bo rde r,
a ls o
s e le c t
m a r g in s ,
can
th e
s p e c ify
w h e th e r
ch e ck box
w it h in
c o lo r s ,
H e ig h t
a d ju s te d
to
th e
h e ig h t o f t h e fie ld s .
Th e
d iffe r e n t p r o p e r t ie s
p r o p e r t ie s .
s h a d in g ,
p r o p e r t ie s
an d
In
c o lo r s
h e re .
o f th e
a d d it io n
You
of
to
th e
can
in d iv id u a l fie ld s
th e
c o n te n t
in d iv id u a l
u se
th e
fie ld
an d
fie ld s ,
a re
d e fin e d
s iz e ,
y ou
p r o p e r t ie s
in
bo rde r,
a ls o
to
d e fin e
d is p la y
th e
f ie ld
m a r g in s ,
th e
fo n t
an d
h id e
fie ld s .
A n
U n iq u e I D
id e n t ifie s
e v e r y a r e a a n d e v e r y fie ld
in
p r in t la y o u t .
1 6 8
D o c u m
Document Areas
e n t P r o p e r tie s
Page Header
Page Header
Start of Report
Repetitive Area Header
Repetitive Area
(The size of this area depends
on the number of line items)
Repetitive Area
Repetitive Area Footer
(The size of this area depends

on the number of line items)
End of Report
Page Footer
Page Footer
-1-
-2-
SAP AG 2003
A ll p r in t la y o u t s
r o le s w it h in
a re
d iv id e d
in t o
s e v e r a l d o c u m e n t a r e a s t h a t h a v e d iffe r e n t
t h e p r in t la y o u t .
Th e
page
on
e v e ry
h e a d e r c o n t a in s
page
c o m p a n y 's
of
in fo r m a t io n
th e
n am e ,
fo r m .
th e
b u s in e s s
n u m b e r s , p r in t d a t e , a n d s o
Th e
s y s te m
fo r m .
T h is
lik e w is e
is
a n d a ddre ss
A t th e
th e
p r in t s
w h e re
y ou
t h is
p a r t n e r 's
is t o p r in t
in c lu d e s
th e
a ddre ss,
page
on .
th e
page
s to re
fo o te r o n
in fo r m a t io n
e v e ry
su ch
as
page
ban k
o f th e
d e t a ils
d a ta .
s ta rt o f re p o rt a n d
s y s te m
th a t th e s y s te m
N o r m a lly ,
s h o u ld
th e
p r in t o n ly
e n d
on
o f re p o rt, y o u
e n te r d a ta
th a t
t h e fir s t a n d t h e la s t p a g e o f t h e
fo r m .
Th e
r e p e t it iv e
t a b le
on
th e
a re a
c o n t a in s
d o c u m e n t.
s tru c tu re
an d
it e m s
p r in t e d . T h e
to
a re
th e
c o lu m n
th e
r e p e t it iv e
m o re
fo r
docu m e n t
r e p e t it iv e
a re a
th e
t o t a ls
a re a .
a re a s
A re a
by
A d d .
r e p e t it iv e
a re a s
it e m
s e p a r a t e ly fr o m
ty p e
if y o u
lin e
lin e
a re
it e m s
it e m
th a t
h as
re p e a te d
o f t h is
as
a re a
Th e
an d
o th e r
in fo r m a t io n
p r in t
an d
c h o o s in g
w a n t to
th e
t im e s
h e ade r
lin e s .
F or
lis t e d
e x a c t ly
m an y
it e m
h e ade r
a re
in
sam e
a s lin e
a r e a is a u t o m a t ic a lly a d ju s t e d
r e p e t it iv e
U s u a lly ,
( in c lu d in g
r e p e t it iv e
R e p e t it iv e
s iz e
o f lin e s . T h e
h e a d in g s
c o n t a in s
E v e ry
fo r m a t. T h e s e
n u m be r
th e
la y o u t
fo o te r )
P r in t
e x a m p le ,
c o n t a in s
r e p e t it iv e
p r in t it e m s
th a t
h as
bu t
L a y o u t
y ou
can
o f th e
a re a
y ou
th e
fo o te r
r e fe r s
o n ly
can
to
on e
add
D e s ig n e r
u se
a d d it io n a l
t r a v e l o r la b o r
t h e n o r m a l it e m s .
1 6 9
F ie ld
Field Properties
Field Type
P r o p e r tie s
Source Type
Free Text
Text
Labels,
Headings
Letter text
Database
Formula
System Variable
Static picture (logo,
Picture
and so on)
Picture from master
records
Additional Source Types

for all Field Types
File
Bar Code
Database
Free Text
Prints the value of the
Formula
field as bar code
System Variable
Procedure Name
External Data
Field provided by add-
ons
SAP AG 2003
Th e
p r in t la y o u t d e s ig n e r o ffe r s
B a rco de
S o u rce
an d
E x te rn a l
ty p e .
Th e
D a ta .
so u rce
th e
fo llo w in g
E ach
ty p e
F ie ld
fie ld
ty p e
d e t e r m in e s
t y p e s : T e x t , P ic t u r e ,
is
th e
lin k e d
so u rce
to
o f th e
s p e c ia l
d is p la y e d
d a ta .
T h e s o u r c e t y p e fo r T e x t fie ld s c a n
F re e
T e x t:
d ir e c t ly
on
Th e
th e
s y s te m
be :
d is p la y s
p r in t la y o u t . U s e
o r h e a d in g s fo r t h e r e p e t it iv e
D a ta
fr o m
b a s e :
th e
Th e
p r in t e d .
Th e
to
co rre ct
th e
s e le c t t h e
m a s te r
th e
to
of
te x t
fie ld s
d e fin e
fie ld
la b e ls
r e fe r
to
file
( t a b le )
c o n te n t o f th e
re co rd
r e t r ie v e s
or
lin e
h e ig h t o f t h e
in d ic a t o r o n
th e
fie ld
s p e c ifie d is
fie ld
it e m .
fie ld
an d
fie ld
b e lo n g in g
Th e
s y s te m
t o t h e c o n t e n t if y o u
th e
F o rm a t ta b
in
th e
p r o p e r t ie s .
W it h
c a lc u la t io n
w it h
a lw a y s
H e ig h t A d ju s t m e n t
F o r m u la :
y ou
t e x t fie ld s
a d ju s ts
c o n te n t
a re a .
d a ta b a s e . T h e
s y s te m
fie ld
fie ld s
com pan y
th e
can
in c lu d e d
(s u c h
d e fin e
tw o
or
in
w a n t th e m
fo r m u la
as
c o lu m n
y ou r
ow n
m o re
th e
to
be
fie ld s
p r in t
fie ld s .
la y o u t
y ou
can
r e fe r
to
p r e d e fin e d
a v e r a g e , d a t e , t im e , a n d
fo r m u la
Th e se
th a t
tw o
bu t y ou
p e r fo r m s
fie ld s
can
h id e
m u st
th e m
so
on ) or
c a lc u la t io n
a lr e a d y
if y o u
be
d o n t
p r in t e d .
1 7 0
S y s te m
V a r ia b le
is
n o t s to re d
in
S A P
n e e d
of
in
an y
B u s in e s s
to
k n ow
th e
d a ta
o n ly
w it h
P ic t u r e
th e
or
S y s te m
B a rc o d e
P o s s ib le
p r in t d a t a t h a t
on
fie ld , y o u
th e
V ie w
ov e r
pro ce du re s
v a r ia b le
s w it c h
(c h o o s e
m ou se
d is p la y
S y s te m
scre e n
fie ld ,
it
is
b a r . I f t h e s t a t u s b a r d is p la y s a t a b le a n d
u se
v a r ia b le
fie ld s
fo ld e r ( s o u r c e
d a ta
fie ld
n u m be r,
to
p r in t it . I f t h e
try
V a r ia b le .
an d
t y p e : F ile ) o r t o
in
Th e
th e
be st
s iz e
la t e r p r in t e d
F ie ld s :
so u rce
Th e
ty p e s
d a ta
d e v e lo p m e n t s .
e it h e r r e fe r t o
ty p e : D a ta b a s e ). Y o u
F o r m u la o r S y s t e m
E x te rn a l
c re a te
n u m be r. If y o u
y ou r
to
to
p r in t
th e
s ta tu s
bar
in fo r m a t io n
v a r ia b le fie ld .
e x is t s
d is p la y e d
fie ld s
c a lc u la t e d b y c e r t a in
de m an d. To
m ov e
s ta tu s
n am e ,
d is p la y s
(s o u rc e
a lr e a d y
fie ld
th e
v a r ia b le
I n fo r m a t io n
an d
f ie ld s : P ic t u r e
p ic t u r e
re co rd
in
u se
b u t is
on
v a r ia b le
D e bu g
d is p la y e d
can
t a b le
O n e
th e
I n f o r m a t io n )
: You
can
fo r m a t
p ic t u r e
a ls o
in
g r a p h ic s t o r e d in
s to re d
in
u s e s o u rc e ty p e
be
a c h ie v e d
w h ic h
it
if
s h o u ld
th e
m a s te r
F o r m u la
g r a p h ic
a c t u a lly
be
th e fo r m .
v a lu e
fo r
s p e c ific
of
th e
ba rco de
fie ld
fie ld s
is
p r in t e d
as
a re
F re e
T e x t,
ba rco de .
D a ta b a s e ,
V a r ia b le .
f ie ld s :
P o s s ib le
F o r m u la o r S y s t e m
r e s u lt s
an d
on
can
Th e se
so u rce
fie ld s
ty p e s
a re
can
be
P ro ce du re
u se d
by
a d d -o n
N a m e , D a ta b a s e ,
V a r ia b le .
1 7 1
S o r tin g
Sorting
Page Header
Start of Report
BP Name
BP Type
(Sort Field 1)
BP Group
(Sort Field 2)
Balance
Miller
Customer
A-Customer
10000
Cane
Customer
B-Customer
20000
Johnson
Customer
B-Customer
15000
Simpson
Vendor
A-Domestic
10000
Kerry
Vendor
B-Foreign
Repetitive
Area Header
Repetitive
Area
5000
Total:
Repetitive
Area Footer
60000
End of Report
Page Footer
SAP AG 2003
You
can
la y o u t
A re a
dro p
O n
so rt
t a b le
an d
S o rt. In
dow n
th e
th e
d e s ig n e r
in
th e
c h o o s in g
r e p e t it iv e
P r in t
a re a ,
L a y o u t
by
c a llin g
D e s ig n e r
u p
th e
p r in t
R e p e t it iv e
t h e u p c o m in g w in d o w , s e le c t y o u r s o r t fie ld s fr o m
th e
lis t , a n d s e le c t t h e S o r t T y p e , a n d t h e S o r t O r d e r .
fig u r e ,
th e
b u s in e s s
p a rtn e r
ty p e
(c u s to m e r,
v e n do r,
le a d )
is
t h e fir s t s o r t fie ld , t h e b u s in e s s p a r t n e r g r o u p is t h e s e c o n d s o r t fie ld .
If
y ou
n e e d to
w an t
to
p r in t
s u b t o t a ls
u s e th e g r o u p in g
fo r
e v e ry
v a lu e
of
th e
so rt
fie ld s ,
y ou
f u n c t io n a lit y .
1 7 2
G r o u p in g
Grouping

Header Group Field 1
Value A
Value I
Group
Level 2
Table: Value A, Value I

Footer Group Field 2
Subtotal - Value I
Group
Level 1
Value II
Subtotal - Value II
Group
Level 0
Group
Level 2
Table: Value A, Value II
Sub - Value A
Header Group Field 1 Value B
Repetitive Area Footer

SAP AG 2003
To
c re a te
g r o u p in g
ch ose n
s u b t o t a ls
so rt
fie ld
R e p e t it iv e
If
y ou
u se
You
h av e
You
can
Th e
A re a
y ou r
by
th e
th a n
to
m a in t a in
s w it c h
S o rt
r e p e t it iv e
a re a
on e
th e
R e p e t it iv e
G ro u p
can
th e
an d
fie ld ,
la y o u t
gro u p
h e ade r
u n de r
se e on
p r in t
y ou
n e e d
S u m m a ry
m ak e s
gro u p
< G ro u p
m a in t a in e d s e p a r a t e ly o n
fie ld s ,
th e
w in d o w
S o r t . T h is
b e tw e e n
G ro u p
so rt
s e le c t in g
s u b - t o t a ls a s y o u
D e s ig n e r
in
m o re
gro u ps a n d
fo r
le v e ls
th e
th e
to
a c t iv a t e
in d ic a t o r
s o r t fie ld s
s y s te m
to
g r o u p fie ld s .
w ill
p r in t
n e s te d
gro u p
le v e ls .
t h e fig u r e .
on
th e
by
d iffe r e n t
c h o o s in g
P r in t
L a y o u t
N u m b e r> .
th e
r e p e t it iv e
fo llo w in g
gro u p
a r e a h e a d e r a n d fo o te r
a re a
fo o te r
h av e
to
be
le v e ls :
fo r th e
o v e r a ll d o c u m e n t
0
a r e a h e a d e r c o n t a in s t h e c o lu m n h e a d e r s .
T h is r e p e t it iv e
a r e a fo o t e r c o n t a in s t h e o v e r a ll r e p o r t t o t a l.
R e p e t it iv e
fo r g r o u p
fie ld
gro u p
th e
P r in t L a y o u t D e s ig n e r
G ro u p
th e
b e h in d
a r e a h e a d e r c o n t a in s t h e d a t a
v a lu e o f t h e fir s t
fie ld .
a r e a fo o t e r c o n t a in s t h e s u b t o t a l fo r t h e fir s t
gro u p.
R e p e t it iv e
G ro u p
fo r g r o u p
fie ld
1 7 3
a r e a h e a d e r c o n t a in s t h e d a t a
v a lu e o f t h e
s e c o n d g r o u p fie ld .
a r e a fo o t e r c o n t a in s t h e s u b t o t a l fo r t h e s e c o n d
gro u p.
A n d so on . You
Th e
gro u p
fie ld s
m a k e th e m
Page
gro u p
m u st be
in v is ib le if y o u
h e a de r,
r e p e t it iv e
can
a re a
s ta rt
do
of
n ot
h a v e u p to
a v a ila b le
9 gro u p
on
th e
r e p e t it iv e
d o n t w a n t t h e m
re p o rt,
b e lo n g
to
e n d
an y
of
le v e ls .
to
re p o rt,
gro u p
a re a
a p p e a r in
bu t
bu t y ou
can
t h e t a b le s .
page
fo o te r ,
th e y
appe ar
an d
on
th e
e v e ry
le v e l.
1 7 4
L in k in g
F ie ld s to
C o n d itio n s
Linking Fields to Conditions
Operator field 1
(for example,
data field)
Print layout
field (to be
influenced by
condition)
Condition field
Calculation Field
Formula results
in 1 or 0
Operator field 2
(for example,
text field)
SAP AG 2003
You
can
t h is ,
m ak e
y ou
c a lc u la t io n
tw o
w an t
In
to
tw o
o n ly
b u ild
if
c e r t a in
th e
c o n d it io n s
c o n d it io n
w it h
a re
th e
tru e . T o
h e lp
of
do
on e
o p e r a t o r fie ld s :
o p e ra to r
to
t h is
appe ar
n e e d
fie ld a n d
Th e
fie ld s
fir s t
co m pa re
f ie ld s
th e
case , y ou
a re
te x t
or
c o n te n t o f a
w o u ld
n e e d
th e
d a ta
d a ta
fie ld s .
fie ld
w it h
a
U s u a lly ,
a
fix e d
d a ta
fie ld
an d
th e
tw o
o p e ra to r
y ou
v a lu e .
t e x t fie ld
th a t
c o n t a in s t h e fix e d v a lu e .
Th e
c a lc u la t io n
e ach
o t h e r w it h
e q u a l) . T h e
TR U E
You
n e e d
th ro u g h
U n iq u e
to
lin k
fie ld
o f th e
p r in t e d ,
w ill n o t b e
B e cau se
fie ld
to
y ou
th e
c o n d it io n
la y o u t fie ld . I f t h e
w ill b e
c a lc u la t io n
o r a 0 if t h e
th e
ID
f ie ld
if
fie ld
c o n d it io n
p r in t
to
th e
c o n d it io n
c o n d it io n
th e
co m pa re s
a n y c o n d it io n
o p e ra to r (s u c h
re tu rn s
fie ld
c o n d it io n
fie ld
c o n d it io n
w it h
if t h e
c o n d it io n
is
is F A L S E .
la y o u t
fie ld
e it h e r a
fie ld s
a s g r e a t e r , le s s , o r
in t o
is
th a t
th e
L in k
e qu al 1
fie ld
is
y ou
fie ld . T o
do
to
th e
e qu al 0
w an t
to
t h is , y o u
F ie ld
lin k e d
th e
fie ld
in flu e n c e
e n te r
o f th e
th e
p r in t
p r in t la y o u t fie ld
lin k e d
p r in t la y o u t
p r in t e d .
u s u a lly
appe ar on
d o n t
w an t
th e
t h e p r in t o u t , y o u
o p e ra to r
can
fie ld s
an d
th e
c o n d it io n
m a k e t h e s e fie ld s in v is ib le .
1 7 5
Query Print Layouts

Q u e ry
P r in t L a y o u ts
Create Report
Query Print Layout

Print
Execute
Saved Queries
Print
Query Result
SAP Business One

Query Print Layout
Table Print-out
SAP AG 2003
You
can
c re a te
q u e ry
q u e r ie s t h a t y o u
can
If y ou
n e e d
ju s t
p r im a r ily
on
th e
p r in t la y o u t s , w h ic h
a re
p r in t la y o u t s b a s e d o n
u s e t o p r in t t h e q u e r y r e s u lt s .
scre e n ,
th e
it
is
qu e ry
m u ch
r e s u lt a s
fa s te r
an d
p r in t e d
m o re
docu m e n t an d
fle x ib le
to
u se
n ot
qu e ry
p r in t la y o u t s t o p r in t it .
To
p r in t
ru n
th e
qu e ry
s te p . Y o u
P r in t in g
t h is ,
can
base
qu e ry
c re a te
Q u e r ie s
in flu e n c e
t e m p la t e
w a n t to
y ou
w it h
th e n
Th e
p r in t
p r in t la y o u t , y o u
th e
r e s u lt
t a b le
in
n e e d
to
se con d
qu e ry
th e
qu e ry
la y o u t
A ll y o u r
to
of
th e
m u ch
Q u e ry
p r in t
qu e ry
p r o v id e
s y s te m
p r in t la y o u t is
Q u e r ie s
la y o u t
p r in t o u t
p r in t la y o u t s
c o n s is t e n t
fa s te r . T o
P r in t
an d
by
u se
c o rp o ra te
adds
th e
p r in t
u s in g
can
do
L a y o u t
th e
th e
p r in t
sam e
d e s ig n
e n te re d
,
it .
an d
qu e ry
t h e h e a d e r o f t h e q u e r y p r in t la y o u t .
qu e ry
p r in t
M a n a g e r
g e n e ra te
d e s ir e d
v a r ia b le s t o
To
an d
T o o ls
d e s ig n e r .
la y o u t .
fir s t
th e
la y o u t
r e s u lt w it h o u t q u e r y
c a n n o t in flu e n c e t h e la y o u t o f t h e p r in t o u t .
ch oose
s e le c t
You
qu e ry
la y o u t
y ou
. A fte r w a r d s , y o u
qu e ry
s e le c t a b a s e t e m p la t e
ch oose
p r in t la y o u t a n d
an d
g iv e
T o o ls
s e le c t t h e
ch oose
qu e ry
C re a te
Q u e r ie s
fo r w h ic h
y ou
R e p o rt. T h e n
t h e q u e r y p r in t la y o u t a n a m e .
1 7 6
C h a p te r
Exce l R e po rt
Le sson 1
X L R e p o r t e r H ig h lig h t s
Le sson 2
X L R e p o rte r C o m p o n e n ts
Le sson 3
A c c e s s in g
t h e R e p o r t D e s ig n e r
1 7 7
L e s s o n
X L
R e p o r t e r H ig h lig h t s
XL REPORTER HIGHLIGHTS
X L R e p o r t e r H ig h lig h t s
Fully integrated tool

advanced reporting
financial analysis
using Microsoft Excel user interface
Reports can be organized
into report packages and
scheduled for distribution
Combines standard Excel features with advanced XL Reporter tools
SAP AG 2006
XL REPORTER
X L R e p o r tHIGHLIGHTS
e r H i g h l i g h t s D e- tDetails
a ils
Reports on live SAP Business One data. Integrated with:
Financials
Sales Opportunities
Sales A/R
Purchasing A/P
Business Partners
Services
Inventory
Production
Human Resources
SAP AG 2006
1 7 8
X L R e p o r t e r SYSTEM
S y s te m R e
q u ir e m e n t s
XL REPORTER
REQUIREMENTS
RAM:
The client machine should have a minimum of

256 MB RAM
Processor: Pentium III or Higher
Hardware
Microsoft SQL Server 2000 SP3
Databases
Microsoft SQL Server 2005
Platforms
Same requirements as the Business One client

Microsoft Office 2000 (Service pack 1 is required)
Microsoft Office XP
Microsoft Office 2003
Required
Third Party
Client Applications
Other Client
Software
Requirements
Microsoft MDAC2.7 or higher

Microsoft .NET Framework 1.1
SAP Business One SDK DI API
Supported
Business One
version
SAP Business One V2004 A patch 3 or higher
SAP AG 2006
X L R e p o r t e r I n s t a lla t io n s
XL REPORTER INSTALLATION
SAP Business One menu:
Administration Add-ons Add-on Administration
Choose Register Add-on
Registration data File: Choose the XL Reporter file
Installation Package: Choose the installation XL Reporter file
Check Assign to Current Company to Assign the add-on to the
Current Company
Check Activate for Company to start the installation on the
workstation you currently use
Choose OK to close the window and register XL Reporter
X L
R e p o rte r
O n e
is
in s t a lle d
th ro u g h
th e
A d d -o n
A d m in is t r a t o r
w it h in
SAP AG 2006
S te p
A d d -o n
A d d -o n
R e g is t e r A d d - o n , S e le c t R e g is t e r A d d - o n
S te p
N a v ig a t e t o
X L R e p o r t e r a r e file
S te p
N a v ig a t e t o
S e tu p X L R
S te p
A s s ig n
w it h in
You
to
s e t t h e d e fa u lt g r o u p
T h e a c t iv e b u t t o n
e x e file
w it h in
w it h in
b u tto n .
A d d -o n
A d d -o n
R e g is t r a t io n
R e g is t r a t io n
to c u rre n t c o m p a n y
X L R e p o r t e r w ill a p p e a r lis t e d
can
B u s in e s s
be
c o m p a n y a s s ig n e d A d d - o n s
m a n u a l, a u t o m a t ic , o r m a n d a t o r y .
m u s t b e s e le c t e d in
o rd e r to
a c t iv a t e t h e a d d - o n .
1 7 9
LAUNCHING
XL REPORTER
L a u n c h in g X L R e p o r t e r
SAP Business One menu: Administration Add-on Add-on Manager
Monitors add-ons in SAP Business
One Client (current user)
Displays a list of add-ons
the user has been assign
Select XL Reporter
Add-On Manager
Add-on ID
Partner Name
Add-On Name
Displays XL Reporter
status: Connected,
Disconnected, Failed
Status
Group
Add-on
state
Version
Stop
Add-on
Ability to start add-on

manually
Notifies through
dialog box when an
add-on fails
Start
Add-on
SAP AG 2006
If
th e
in s t a lla t io n
w as
s u c c e s s fu l,
lo w e r le ft h a n d m e s s a g e b o x
If
y ou
go
to
th e
A d d -o n
y ou
w ill r e c e iv e
gre e n
m e ssage
in
th e
t h a t X L R e p o r t e r is c o n n e c t e d .
M an age r
y ou
w ill a ls o
se e
it lis t e d
w it h
s ta tu s
of
c o n n e c te d .
Th e
an
A d d -o n
M an age r
is
th e
u t ilit y
t h a t a llo w s
y ou
to
m a n u a lly
s ta rt a n d
s to p
a d d -o n .
1 8 0
STARTING
S t a r t i nXL
g XREPORTER
L R e p o r t e r H ig h lig h t s
SAP Business One:

Tools
If X L R e p o rte r h a s
it in
be e n
XL Reporter
la u n c h e d
in
th e
a d d -o n
m an age r m e n u , y ou
w ill s e e
t h e T oSAP
o AG
l s2006m e n u .
If y ou
do
n ot se e
a n d la u n c h
X L
R e p o rte r
in
th e
T o o ls
m e n u , go
to
th e
a d d -o n
m an age r
it .
ADD-ON LICENSE
A d d -O
L ic e n s e
1. Add-on license needs to be allocated to each user

Note: Only professional users are allowed to create reports and
queries. CRM sales and service users can view reports
SAP AG 2006
W it h
e v e ry
fo r
u se r
lic e n s e
to
h av e
file
9 9 ,9 9 9
acce ss
to
an
S A P
A d d -O n
a d d -o n
lic e n s e s
it is
a re
n e ce ssa ry
to
a v a ila b le .
a llo c a t e
In
an
o rde r
a d d -o n
lic e n s e t o t h a t u s e r .
T h is is d o n e w it h in
th e
L ic e n s e A d m in is t r a t o r .
L ic e n s e L ic e n s e A d m in is t r a t io n
1 8 1
ASSIGN USER
A s s i g n PREFERENCES
U s e r P re fe re n c e s
2. Assign user preferences within add-on

administration
SAP AG 2006
A s s ig n
a llo w s
u se r
y ou
10
p r e fe r e n c e s
to
a s s ig n
h ow
w it h in
y ou
A d d -o n
w an t X L
A d m in is t r a t io n .
R e p o rte r
to
U se r
s ta rt w h e n
p r e fe r e n c e s
th e
u se r
lo g s
in t o B u s in e s s O n e .
W h e n
a s s ig n in g
m an u al
p r e fe r e n c e
th e
u se r
w ill
n e e d
to
go
to
A d d -o n
M a n a g e r a n d s t a r t X L R e p o r t e r m a n u a lly .
A u t o m a t ic
lo g s
w ill
s ta rt
X L
R e p o rte r
w h e n
th e
u se r
in .
D is a b le
w ill n o t a llo w
D e f a u lt
w ill
s ta rt
X L
t h e u s e r t o s t a r t X L R e p o r t e r a t a ll.
R e p o rte r
base d
on
th e
com pan y
d e fa u lt
s e t t in g .
1 8 2
X L R e p o r t e r R e s t r ic t io n s
XL REPORTER
RESTRICTIONS
3. Restrict report execution authorizations within

general authorizations
Administration System Initialization Authorizations
General Authorizations User Authorizations XL Reporter
You
c a n SAP AG r2006
e s t r ic t
re po rt
e x e c u t io n
w it h in
G e n e ra l
11
A u t h o r iz a t io n s .
W it h in
th e
X L
R e p o rte r re p o rts
R e p o rte r
y ou
can
d ir e c t o r y
w ill
be
lis t i n g
g r a n t fu ll a u t h o r iz a t io n
of
d ir e c t o r ie s
an d
X L
o r n o a u t h o r iz a t io n .
1 8 3
L e s s o n
XL REPORTER COMPONENTS
X L
R e p o rte r C o m p o n e n ts
XL Reporter
Report
Designer
Report
Organizer
Advanced
and
Flexible Reporting
Tool
Administration and
Monitoring Reports
Report
Composer
Basic Creation of
Queries
and
Reports
Th e
X L
SAP AG 2006
R e p o rte r
r e p o r t in g
y ou
can
an d,
p r o v id e s
d e p e n d in g
w it h
R e po rt
fle x ib le
d a ta
in
th ro u g h
d a ta
w a n t,
y ou r
an d
an d
in c lu d e
th a t
in
bu t
a re
c r e a t in g
y ou
fe a tu r e s
p r o v id e d
y ou
w it h
y ou
th e
s y s te m
h av e
by
a b ilit y
to
re po rt bo o k s
y ou
b e tte r
th ro u g h o u t
acce ss,
to
fin is h e d
acce ss
to
w ay
y ou r
g iv e s
th a t a re
to
d e fin it io n s ,
e x e c u te
d e fin it io n s ,
d is t r ib u t io n
q u ic k ,
y ou r
E R P
g iv e
y ou
lo o k
y ou
at
can
p r e lim in a r y
p r in t e d ,
c re a te
or
lift e d
a lm o s t a n y t h in g
to
re p o rts
in
c u s to m
th e
d a ta
c re a te
in
th e
m u lt ip le
d r ill d o w n
d a ta
y ou
re p o rt.
Th e
in t o
R e po rt
y ou
w a n t to
re po rt
M ic r o s o ft
d e fin it io n s
E x c e l.
W h e n
M ic r o s o ft E x c e l in t e r fa c e ,
com m an ds
t h a t r e s id e
an
d a ta
an d
s p e c ia liz e d
s a v e d in
an d
u p
in
B u s in e s s
s h o u ld
O n e , g iv in g
w an t
fr o m
y ou r
o f a ll r e p o r t d e fin it io n s , r e p o r t s ,
t h e s y s t e m . R e p o r t O r g a n iz e r o ffe r s
a d m in is t e r
F ro m
d is t r ib u t e
se t
y ou
c o m p lic a t e d fo r m u la s .
o v e r v ie w
w it h in
y ou r
in d iv id u a l r e p o r t s ,
an d
y ou
in
th a t
s y s te m s , e x tra c t th e
D e s ig n e r
w h a te v e r
m o n it o r
an d
re p o rt,
r e p o r t w r it e r . T h e s p e c ia liz e d fe a t u r e s p r o v id e
o r g a n iz a t io n .
a d m in is t e r
w o rk
to
w it h o u t h a v in g t o w r it e
an d
re po rt
y ou
in t o
th e
a d -h o c
th e
it .
R e po rt
fe tc h
R e p o r t O r g a n iz e r
in
le t
c o m p o n e n t,
sav e d,
U se
d ir e c t a c c e s s
an d
of
a b o u t d a ta
c a p a b ilit ie s
an d
t h is
it
be
r e p o r t d e fin it io n , y o u
a ls o
12
s ta n d a rd
c o m p le x it y
q u e r ie s
d r ill - d o w n
U s in g
a rra n ge
e n a b le s
re p o rt.
th e
d iffe r e n t b a s e
m ay
e x e c u te d
a
m ak e
h as
c o n t in u e w o r k in g o n
R e p o r t D e s ig n e r
an d
fo r
le v e ls .
can
d a ta .
a cro ss
re po rt
D e s ig n e r t o
fe a tu r e s
s u m m a r iz a t io n
y ou r
v ie w
p r e lim in a r y
n e e ds
m u lt ip le
C om pose r
m an y
y ou r
R e p o rt C o m p o s e r, y ou
fa s t,
on
c h o o s e to w o rk o n
In
s y s te m .
y ou
th e
t h is
re p o rts ,
e x po rt
s c h e d u le s
r e p o r t in g
fo r
pro ce sse s
c o m p o n e n t,
an d
y ou
can
c re a te
n e w
im p o r t
re p o rts
an d
e x e c u t io n
an d
a u t o m a t ic
re po rt
o f r e p o r t s v ia e - m a il.
1 8 4
X L R e p o r t o r P r o c e s s F lo w
XL REPORTER
PROSESS FLOW
Save executed report in report book
Report
Organizer
Execute
Report
Edit
Report
Report
Designer
Report
Composer
Microsoft Excel
Execute
Report
Generate
Report
SAP AG 2006
W h e n
s h ift
y ou
w h e n
fr o m
w o rk
fr o m
o v e r v ie w
on e
on
r e p o rts
a p p lic a t io n
ov e r
th e
w o r k in g
on
F ro m
th e
an
You
In
an d
an d
C o m po se r,
a rra n ge
th e m
in t o
re po rt
F in is h e d
re p o rts
th e
Th e
If
b e e x p la in e d
can
y ou
g r a p h ic
c o m p o n e n ts
d e fin it io n s .
ge t a
can
fin is h e d
can
in t o
y ou
go
g iv e s
th a t
in
y ou
y ou
th e
m ay
an
a p p ly
d ir e c t io n
lik e t h is :
c re a te
r e p o r t in
can
in
m ak e
a
q u e r ie s
q u ic k ,
r e p o r t d e fin it io n
can
e x e c u te
can
abou t
p r e lim in a r y
e d it in g , o r y o u
d e fin it io n
fin is h e d r e p o r t in
y ou
c o n v e rte d
M ic r o s o ft E x c e l. Y o u
a n o th e r.
t h e R e p o r t D e s ig n e r , o r y o u
to
be
adv an ce d
th e X L R e p o rte r, y o u
fin is h e d r e p o r t s v ia e - m a il.
an d
re po rt ca n
Th e
e d it e d in
R e po rt
d a ta b a s e
re po rt
t h e g r a p h ic , it c a n
a ls o d is t r ib u t e
fo r m o r e
to
b e tw e e n
R e p o r t O r g a n iz e r , y o u
e x is t in g
th e
com pon e n t
re p o rts
d is p la y e d
can
a n d r e p o r t d e fin it io n s in
le ft t o r ig h t in
t h a t is
13
in
th e
c o n v e r t it t o
d a ta
in
re p o rt.
th e
T h is
a fin is h e d r e p o r t in
a ls o m a k e a p r in t o u t o f it .
th e
R e po rt
D e s ig n e r
m ay
be
e x e c u te d
in t o
in
M ic r o s o ft E x c e l c a n
R e p o r t O r g a n iz e r , o r y o u
can
be
sav e d
to
d is k , s a v e d
in
th e
m a k e p r in t o u t s o f t h e m .
1 8 5
REPORT ORGANIZER
Report
Organizer
Report
Composer
Report
Designer
Th e
R e po rt
O r g a n iz e r
g iv e s
an
o v e r v ie w
of
a ll
re po rt
d e fin it io n s ,
SAP AG 2006
re po rt bo o k s, re po rt pa ck a ge s, a n d
F ro m
w it h in
t h is c o m p o n e n t , y o u
o f in d iv id u a l r e p o r t s
re po rt
r e p o r t jo b s
can
th a t a re
sav e d
s tru c tu re y o u r o w n
in
th e
re p o rts ,
14
s y s te m .
a r c h iv e s fo r s t o r a g e
a s w e ll a s c o m p o u n d r e p o r t b o o k s .
book
in c lu d e s
s e v e ra l re p o rts
E x c e l s h e e t w it h
s e p a ra te w o rk s h e e ts .
You
can
re po rt
an d
e x po rt
c re a te
re p o rts
r e p o r t d e fin it io n s , a n d
r e p o r t d e fin it io n s
d e fin it io n s ,
an d
a re
re po rt
se t u p
th a t
th e
e x e c u te
in d iv id u a l
d e fin it io n s ,
s c h e d u le d
e x e c u te d
s y s te m
pu t
ope n s
re p o rts ,
to g e th e r
r e p o r t jo b s
in
on e
im p o r t
pack age s
w h e re
of
pack age s
a n d , if r e q u ir e d , d is t r ib u t e d
v ia
of
y ou r e -
m a il s y s t e m .
A ll
w o rk
w it h in
R e po rt
h ie r a r c h ic a l t r e e
fo ld e r s )
Th e n ,
s tru c tu re . O n e
r e fle c t s
B u s in e s s
O n e .
acce ss
R e p o rte r
O r g a n iz e r
th e
You
fo ld e r
can
S A P
to
base d
add
n e w
th e
an d
fo ld e r s
th e
re p o rts
d e fin it io n s
ch oose
s y s te m
a rra n ge d
fo ld e r s t r u c t u r e
in
re po rt
O n e
m ak e
on
p a rt o f th e
s tru c tu re
B u s in e s s
S tru c tu re
is
add
in t o
R e p o rts
th e s e
n e w
( lig h t
a re a
gre y
of
th e s e
in
S A P
fo ld e r s .
R e fr e s h
re p o rts
X L
to
th e
R e p o rts m e n u .
R e p o rts
as
a re
sav e d
M ic r o s o ft
R e p o rts
book s.
can
be
W h e n
M ic r o s o ft
in
E x ce l
re po rt bo o k s
file s
( * . x ls )
e x p o rte d
re p o rts
E x c e l.
an d
a re
F ro m
in
in
th e
im p o r t e d
ope n e d,
th e re ,
S A P
as
th e y
th e y
E x c e l file s
a re
can
B u s in e s s
ope n e d
a ls o
be
an d
a re
O n e
fr o m / in t o
as
s to re d
d a ta b a s e .
re po rt
w o rk s h e e ts
sav e d
to
d is k
in
as
" r e g u la r " M ic r o s o ft E x c e l w o r k s h e e t file s .
R e p o r t d e fin it io n s
as
M ic r o s o ft
a re
E x ce l
sav e d
file s
R e po rt
d e fin it io n s
R e po rt
O b je c t
file s
can
R e po rt
O b je c t
ty p e
be
fo ld e r s
in
e x p o rte d
( * . ix r )
can
in
( * . x ls )
fr o m
a ls o
be
th e
in
th e
as
t h e R e p o r t O r g a n iz e r a n d a ls o
S A P
B u s in e s s
M ic r o s o ft
fo ld e r s .
im p o r t e d
E x ce l
R e po rt
in t o
O n e
d a ta b a s e .
file s
( * . x ls )
d e fin it io n s
fo ld e r s
in
th e
of
or
th e
R e po rt
O r g a n iz e r .
1 8 6
R e p o rt C o m
REPORT COMPOSER
p o s e r
Report
Organizer
Report
Composer
Report
Designer
SAP AG 2006
Th e
R e po rt
o fte n
can
In
C om pose r
is
b e t h e s t a r t in g
t h is
S A P
in t o
to
in
th e
v ie w ,
th e
fo r m u la s
an d
in
C om pose r
can
e ase
it e m s
an d
th e n
Th u s,
can
a ls o
fo r
e x a m p le ,
th e
b a la n c e
e n t r ie s
an d
to
in c lu d e
p ro d u c ts ,
th e m
or
th e
a ll t h e
in
th e
a m o u n ts ),
w ay
m o d u le s
of
r e p o r t d e s ig n : Y o u
y ou
re po rt
dra g
w an t
w it h o u t
th e
k n o w le d g e
of
t o u c h in g
th e
k e y bo a rd,
y ou
be
B u s in e s s
add
a cro ss
( fo r
th e m
th e m
to
c o m p lic a t e d
can
m ak e
ju s t s e c o n d s .
S A P
can
15
t o o l, w h ic h
o f M ic r o s o ft E x c e l r e p o r t s .
re p o rts
w an t
gro u p
w it h o u t
r e p o r t in g
o f d ra g -a n d -d ro p
y ou
u n d e r ly in g
y ou
u s e r - fr ie n d ly
c re a te
th e
th e
u n d e r ly in g
an d
d e p a rtm e n t,
re p o rt.
e v e n
a d v a n c e d re p o rts
R e po rt
w it h
a c c o u n ts ,
re po rt
appe ar
y ou
O n e
p o in t
e x a m p le ,
in t u it iv e
p o in t fo r t h e c r e a t io n
c o m p o n e n t,
B u s in e s s
s im p ly
an
u se d
O n e
of
v ie w
d e t a ils
as
h an dy
s y s te m . B y
an
accou n t
appe ar
su ch
as
in
to o l fo r
in q u ir ie s
d o u b le - c lic k in g
of
g iv e n
s e p a ra te
v ou ch e r
in t o
fig u r e ,
p e r io d ,
w in d o w
a ll
w h e re
n u m b e r , in v o ic e
d a te ,
d e liv e r y d a t e , d o c u m e n t n u m b e r , c o m m e n t s , a n d s o o n .
O n ce
can
You
y ou
h av e
o u t lin e d
th e
r e p o r t w it h
th e d a ta y o u
w a n t t o v ie w , y o u
b r in g it in t o M ic r o s o ft E x c e l fo r p r e s e n t a t io n .
can
a ls o
tr a n s fe r
th e
r e p o r t d e fin it io n , w h e r e
e x te n d e d
re po rt
y ou
can
qu e ry
add
in t o
m o re
th e
adv an ce d
as
an d
c a lc u la t io n s , g r a p h s , a n d s o o n .
1 8 7
REPORT DESIGNER
Report
Organizer
Report
Composer
Report
Designer
Th e
SAP AG 2006
R e po rt
d e fin it io n s
gra ph s,
D e s ig n e r
u s in g
an d
m o re
so
on .
W h e n
in
of
Th e
fu r th e r
th e
Th e
fa m ilia r
fe a tu r e s
to
th e
w o u ld
A dv an ce d
th e
R e po rt
an d
can
c r e a t e16
e x te n d e d
re p o rts
re po rt
c a lc u la t io n s ,
th a t
M ic r o s o ft
in
E x ce l
th e
y ou
h av e
m ak e s
y ou
h a v e in
E x ce l
e n v ir o n m e n t
of X L
a b le
to
R e p o r t e r . T h is
w it h
c re a te
adv an ce d
w o rk sh e e t
it a r e
an d
on
fe a tu r e s
t o o lb a r
a ll
th e
a ls o h a v e
c o m b in a t io n
ju s t a b o u t a n y t h in g
a re p o rt.
th e
r e g u la r
t h e r ig h t a n d o n
R e p o r t B u ild e r fu n c t io n a lit y
D e s ig n e r
R e p o r t D e s ig n e r , y o u
t h a t it o ffe r s . A t t h e s a m e t im e , y o u
s p e c ia l fe a t u r e s
lik e t o
M ic r o s o ft
y ou
y ou
d e v e lo p
b u t t o n s t h a t c o m e w it h
w h ic h
a ls o
c re a te
y ou
can
in
th e R e p o rt C o m p o s e r.
s ta n d a rd
acce ss
co m pon e n t
adv an ce d
y ou
w o rk
You
p r e v io u s ly o u t lin e d in
is
of
th e
p r o v id e s
X L
y ou
is o n
t o o lb a r s
th e to p .
t h e le ft . I t o ffe r s
R e p o rte r.
w it h
an d
acce ss
s e p a ra te
to
m o re
X L
R e p o r t e r fu n c t io n a lit ie s .
W h e n
y ou
D e s ig n e r ,
re po rt
th e
(a n
h av e
y ou
. x ls
c re a te d
re po rt
can
e x e c u te
file )
p re s e n te d
re po rt bo o k
y ou
it
to
in
in
s e p a ra te w o rk s h e e t.
t h a t in c lu d e s
v ie w
d e fin it io n
th e
in
r e s u lt
th e
R e po rt
fin is h e d
M ic r o s o ft E x c e l. D e p e n d in g
m ak e , on e
y ou
a
m ay
s e v e ra l re p o rts , e a c h
a ls o
on
g iv e
p re s e n te d
1 8 8
R e p o rt C o m
REPORT COMPOSER
p o s e r
Report
Composer
Save & load

Report Composer
views
Generate
reports
Print reports
Report
designer
SAP AG 2006
Th e
R e po rt
e asy
to
d a ta
y ou
C om pose r
u se .
It
is
a lw a y s
is
base d
h av e
th e
k in d
on
u p
th e
to
of
lig h t
dra g
d a te
r e p o r t in g
an d
dro pp
d a ta ! Y o u
t o o l.
It
is
v e ry
fu n c t io n a lit y ,
can
d e s id e
by
q u ic k
an d
r e fr e s h in g
fo r y o u r s e lf if y o u
lik e t o :
1 .
C r e a t e y o u r r e p o r t q u e r y a n d lo o k
2 .
C re a te
th e
re po rt
qu e ry
an d
a t it in
m ak e
t h e C o m p o s e r r e p o r t v ie w
p r in t ,
to
k e e p
th e
re po rt
in
p a p e r v e r s io n
3 .
C re a te
a b le
to
th e
add
re po rt qu e ry
e it h e r
an d
G e n e ra te
th e
re p o rt to
M ic r o s o ft E x c e l fu n c t io n a lit y
lik e
th e
d e s ig n e r t o
fo r m a t in g
or
be
o th e r
m o r e a d v a n c e d X L R e p o r t e r fu n c t io n a lit y .
4 .
O r y ou
can
d o a ll t h r e e a b o v e o p p o r t u n it ie s
in
th e s a m e re p o rt!
1 8 9
X L R e p o rt D a ta I te m
XL REP0RTER
DATA ITEMS
Fields or values with underlying tables

usually master data with attributes
Dimensions
Fields with no attributes at transaction row

can be used to group or expand data or
specify selections
Light Dimensions
Transaction row values

(cannot be used for grouping/expanding data)
Measures
In
th e
X LSAP AG
R 2006
e p o rte r,
th e
d a ta
fie ld s
s y s t e m 's d a t a b a s e a r e g r o u p e d
in
in
th e
th re e d a ta
t a b le
of
y ou r
E R P
ty p e s :
D im e n s io n s :
D im e n s io n s
t a b le s
in
a re
th e
B u s in e s s
p r o b a b ly
d a ta
p a rtn e r
a ls o
in fo r m a t io n
A c c o u n ts ,
fie ld s
n am e
h av e
on
an
th e
is
on
on e
of
u n d e r ly in g
d is t r ib u t o r .
D e p a rtm e n ts ,
( d e p e n d in g
o r v a lu e s
on
a t r a n s a c t io n , w h ic h
d a t a b a s e . F o r in s t a n c e , if y o u
th e
c o lu m n s
B u s in e s s
O th e r
Ite m s ,
h av e
a
or
fie ld s
p a rtn e r
d im e n s io n s
E m p lo y e e s ,
h a v e u n d e r ly in g
in
t a b le
can
th a t
fo r
C a m p a ig n s ,
t a b le
th e
w h e re
t a b le ,
h o ld s
e x a m p le
P r o je c ts
m o re
be
an d
y ou
G /L
m o re
m o d u le ) .
L ig h t D im e n s io n s :
W h e n
y ou r
y ou
se t u p
d a ta
by
s e le c t io n s
e x pan d
base d
y ou r
th e
d a ta
m e a su re .
on
d a ta
or
y ou
w a n t in
A ls o ,
in
m e a su re s.
to
s p e c ify
th e
L ig h t
re p o rt, y o u
ca n n o t gro u p
R e po rt C o m po se r, y o u
d im e n s io n s
s e le c t io n s .
S u ch
can
a
be
lig h t
or e x pan d
c a n n o t s p e c ify
to
gro u p
or
d im e n s io n
u se d
c o u ld
be
Jo u rn a l N u m b e r o r V o u c h e r D a te .
M e a s u re s :
M e a su re s
h av e
an y
a re
th e
u n d e r ly in g
A m o u n t, B u d g e te d
can n ot
a c t u a l t r a n s a c t io n
be
u se d
t a b le s
v a lu e s
th a t
a re
m ade ,
b e lo n g in g t o t h e m . C o m m o n
g r o u p in g / e x p a n d in g
d a ta
in
th e y
n e v e r
m e a s u re s a re A c tu a l
A m o u n t , P r o d u c t Q u a n t it y , P r o d u c t P r ic e
fo r
an d
an d
re po rt
or
m o re . Th e y
to
s p e c ify
s e le c t io n s .
1 9 0
FIRST STEPS IN THE REPORT COMPOSER

F ir s t S t e p s in
th e
R e p o rt C o m p o s e r
3. Specify Selections
for the report.
1. Select your data

by drag&drop
4. Customize
the report
2. Refresh report
data
Th e
fo llo w in g
is
s u g g e s t io n
to
lo g ic a l p r o c e d u r e
w h e n
c r e a t in g
r e p o r t in
SAP AG 2006
th e R e p o rt C o m p o s e r:
1 .)
F ir s t , y o u
by
e s t a b lis h
s e le c t in g
d r a g g in g
2 .)
W h e n
th e m
y ou
fr o m
3 .)
y ou r
k in d
o f d a ta
y ou
in t o
E R P
to
w h ic h
s y s t e m 's
in
e ach
y ou
c o lu m n .
can
W h e n
to
do
an d
e n te re d
in
h av e
som e
q u a lit y
of
R e po rt
y ou
se e
th a t
y ou
ge t
lim it
th e
ra n ge
w an t
to
r e p o r t t h a t in c lu d e s
to
y ou r
d a ta
th e
c lic k o n
th e
of
lig h t
dra w n
a b u tto n .
d a ta
d a ta
an d
a re
a p p r o p r ia t e
d a ta b a s e
a ll
som e
ch an ge
a re
m an y
C o m po se r,
fo r
in s t a n c e
o th e r
an d
in
an d
e n te re d
th a t
e x is t
y ou r
in
re p o rt,
s e le c t io n .
a d ju s tm e n ts
v ie w
fr o m
s in g le
d a ta
Th e re
c o lu m n s ,
it .
th e
s o b y d e fin in g
y ou
do
If
y ou
m e a su re s,
th e
d a ta b a s e
fe tc h e d
re p o rt,
c o n s is t o f
d im e n s io n s
re p o rt,
h av e
th e
re p o rt to
lig h t
y ou r
t h e r e p o r t . T h is is d o n e w it h
in
an d
d im e n s io n s ,
in c lu d e
W h e n
y ou
w a n t th e
th e re p o rt.
d e c id e d
w an t
y ou
m e a su re s,
c o lu m n s in
th e m
4 .)
dow n
h av e
d im e n s io n s
th e
d im e n s io n s ,
or
ch an ge s
add
d im e n s io n
im p r o v e
y ou
or
c o n te n t, y o u
can
th e
do
d e le t e
to
m ig h t w a n t
p r e s e n t a t io n
r e p o r t in
c o lu m n s ,
a t t r ib u t e s , c h a n g e
th e
gro u p
c o lo r s , a n d
b y
m u ch
m o re .
To
so rt by
of
th e
d a ta
p a r t ic u la r t y p e
ty p e
by
o f d a ta
w h ic h
y ou
in
t h e r e p o r t , c lic k o n
w an t
to
so rt
th e
a s c e n d in g a n d d e s c e n d in g o r d e r , c lic k o n
t h e c o lu m n
To
th e
th e
be
a b le
to
R e po rt
d iffe r e n t
d is t in g u is h
C o m po se r,
it e m s
in s id e a c o lu m n
If y ou
ope n e d
as
w h ic h
as
can
th e
ch an ge
fo n t
c o lo r s .
a n d c h o o s e C o lo r s fr o m
in
w e ll
e a s ie r b e t w e e n
y ou
on
y ou
ro w
in
th e
t h e c o lu m n
d a ta .
To
t o g g le
To
b e tw e e n
h e a d in g a g a in .
d iffe r e n t e le m e n t s
th e
h e a d in g
ba ck gro u n d
ch an ge
th e
of a
c o lo r s
c o lo r s ,
r e p o r t in
u se d
fo r
r ig h t - c lic k
t h e r ig h t - c lic k m e n u .
re p o rt, a
s e p a ra te
D r ill d o w n
w in d o w
is
s e e t h e u n d e r ly in g d a t a o f t h e s e le c t e d r o w .
1 9 1
DIMENSION ATTRIBUTES TO VIEW

D im e n s io n
W h e n
y ou
SAP AG 2006
R e po rt
fe tc h
d a ta
C o m po se r,
a t t r ib u t e ,
u s u a lly
d a ta b a s e .
F or
fr o m
th e
in s t a n c e ,
if
d is p la y e d
th e re p o rt.
If th e re
a re
s e le c t , y o u
o th e r
can
to
ask
w h e n
d im e n s io n
ch oose
th e
y ou
accou n t code s
d a ta b a s e
to
th e
se e
th e s e
accou n t
code s,
a t t r ib u t e s s u c h
W h e n
y ou
m ig h t
e n te r
th a t
a ls o
it
on
c a lle d
th e
in
th e
d im e n s io n
fe tc h e d
fr o m
in s t e a d
re po rt
d e fa u lt
a re
fe tc h e d
r e g is t e r e d
in
th e
d im e n s io n
a re
a t t r ib u t e s
t h e d e fa u lt a t t r ib u t e . F o r in s t a n c e , if y o u
w it h
d a ta
v ie w
d is p la y s
d im e n s io n s
a t t r ib u t e s
v ie w
to
an d
fo r
w ill g e t t h e
in
y ou r
re po rt
C ode ,
A t t r ib u t e s
fr o m
th e
A c c o u n ts , y o u
th e
d a ta b a s e
d im e n s io n
an d
th a t y o u
o f, o r t o g e t h e r w it h ,
h av e a
h av e
th e
o p t io n
to
v ie w
d im e n s io n
a s A cco u n t N a m e , A cco u n t G ro u p , C u rre n cy C o de , a n d so o n .
c h o o s in g
th e
d im e n s io n
a t t r ib u t e s
fo r
d im e n s io n , y o u
h av e
se v e ra l
o p t io n s :
You
do
can
ch oose
t h is ,
D is p la y
to
You
To
th e
c o lu m n
an d
th e n
th e
re p o rt. Y o u
ch oose
to
v ie w
ch oose
to
v ie w
t h is , r ig h t - c lic k
< d im e n s io n >
You
ch oose
can
re p o rt. T o
to
do
th e
v ie w
m u s t th e n
d im e n s io n
th e
th e
th e
d im e n s io n
re p o rt. T o
do
on
th e
fo r a
o f th e
code
an d
a t t r ib u t e
R e fre s h
s p e c ific
d i m e n s io n
fo r
o f th e
th e
d im e n s io n
n am e
so m e w h e re
ch oose
D is p la y
d im e n s io n
ch oose
y ou
w an t
b u tto n
to
d im e n s io n .
an d
ch oose
s p e c ific
d im e n s io n
d im e n s io n .
an d
ch oose
C o d e .
N a m e f o r a ll d im e n s io n s .
th e
n am e
c o lu m n
You
v ie w
c lic k
d im e n s io n
th e
to
th e
d im e n s io n
c o lu m n
D is p la y
can
of
th e
a t t r ib u t e . T o
N a m e .
in s id e
D is p la y
a n o t h e r d im e n s io n
t h e s e le c t e d a t t r ib u t e .
in s id e
< d im e n s io n >
do
w it h
in s id e
can
c o lu m n
a t t r ib u t e s
You
th e
y o u r r e p o r t w it h
can
do
in
add
D is p la y
To
r ig h t - c lic k
m o re
in c lu d e
u p d a te
to
code
so m e w h e re
fo r
in
fo r
in
a ll t h e
th e
a ll t h e
th e
d im e n s io n s
re po rt a n d
d im e n s io n s
re po rt a n d
in
ch oose
in
ch oose
C o d e f o r a ll d im e n s io n s .
1 9 2
G r o u p in g
F u n c t io n a lit y
GROUPING FUNCTIONALITY
Level 1: Dimension/ Light Dimension

Level 2: Dimension/ Light Dimension/Dimension attribute
Level 3: Light Dimension/Dimension attribute/Measure
I t is p o s s ib le
to
SAP AG 2006
p e r fo r m e g r o u p in g
in
a re po rt co m po se r qu e ry .
O n ly D im e n s io n s a n d L ig h t d im e n s io n s c a n
I t is p o s s ib le
to
be gro u pe d
h a v e s e v e r a l g r o u p in g le v e ls w it h in
o n e re po rt qu e ry !
1 9 3
L e s s o n
A c c e s s in g
th e
ACCESSING THE REPORT DESIGNER

A c c e s s in g
th e
Report
Organizer
Edit
Report
Report
Designer
SAP Business One
Start XL Reporter
Report
Composer
Generate
Report
SAP AG 2006
Th e
R e po rt
s c ra tc h
or
11
D e s ig n e r
to
can
e n h an ce
e it h e r
re po rt
be
u se d
d e fin it i o n s
to
c re a te
th a t
y ou
re po rt
h av e
d e fin it io n s
g e n e ra te d
fr o m
ou t
of
r e p o r t c o m p o s e r r e p o r t o b je c t.
To
c re a te
an d
re po rt
c re a te
an
d e fin it io n
e m p ty
fr o m
re po rt
s c ra tc h ,
d e fin it io n .
e n te r
E d it
t h is
th e
r e p o r t o r g a n iz e r
re po rt
d e fin it io n
to
s t a r t t h e r e p o r t d e s ig n e r .
To
g e n e ra te
th e
re po rt
Th e
s y s te m
fo ld e r
of
co m po se r,
p ro m p ts
th e
y ou
re po rt
r e p o r t d e fin it io n . Y o u
ou t of a
th e
to
e n te r a
o r g a n iz e r
can
a ls o
in
ge t a
c o rp o ra te
h av e
to
u se
w iz a r d
o n ly
d e fin it io n
o p t io n
e n h a n c e t h e r e p o r t d e fin it io n
w ay
in
to
acse ss
th e
R e po rt
an d
n am e
w h ic h
a s s ig n
to
th e
r e p o r t c o m p o s e r o b je c t, a c c e s s
re p o rt,
to
Th e
ru n
lo o k
w h e n
an d
s y s te m
fe e l fo r
g e n e r a t in g
R e p o rt.
th e n
s to re s
an d
th e
y o u r re p o rts . Y o u
th e
d u r in g g e n e r a t io n .
D e s ig n e r
an
th e
G e n e ra te
M ic r o s o ft E x c e l T e m p la t e t o t h e
a lr e a d y
t h e R e p o r t O r g a n iz e r o r o p e n
ch oose
fo r th e
is
e th e r
to
c re a te
re po rt
e x is t in g r e p o r t d e fin it io n .
1 9 4
REPORT DESIGNER
Advanced
Report
builder
Excel Sheet
XL Reporter
toolbar
Th e
R e po rt
D e s ig n e r
SAP AG 2006
d e fin it io n s
gra ph s,
u s in g
an d
so
on .
y ou
fa m ilia r
c re a te
M ic r o s o ft
o ffe r s . A t th e
R e p o rte r.
com pon e n t
can
a ls o
in
e n v ir o n m e n t
th e
t im e , y o u
c o m b in a t io n
a ls o
of
th e
c re a te
re p o rts
re po rt
c a l c u12 l a t i o n s ,
th a t
h av e
a ll
h a v e in
th e
acce ss
w o u ld lik e t o
A dv an ce d
adv an ce d
R e po rt
B u ild e r
fe a tu r e s
o f th e
t o o lb a r p r o v id e s
y ou
h av e
s ta n d a rd
to
th e
m ak e s
w o rk
fe a tu r e s
in
s p e c ia l fe a t u r e s
y ou
a b le
to
th e
th a t
it
of X L
c re a te
ju s t
re p o rt.
c o m p o n e n ts :
y ou
w it h
is
X L R e p o rte r . A
on
th e
le ft . I t o ffe r s
s e p a ra te
y ou
a c c e s s t o m o r e X L R e p o r t e r fu n c t io n a lit ie s .
E x ce l S h e e t
Th e
M ic r o s o ft
E x ce l
t h a t c o m e w it h
can
e x te n d e d
A d v a n c e d R e p o r t B u ild e r
Th e
y ou
an d
d e v e lo p
w it h
T h e R e p o r t D e s ig n e r c o n s is t s o f t h r e e m a in
w h ic h
fu r th e r
a b o u t a n y t h in g y o u
in
th e R e p o rt C o m p o s e r.
E x ce l
sam e
T h is
adv an ce d
You
p r e v io u s ly o u t lin e d in
W h e n
is
m o re
it a r e
w o rk sh e e t
on
an d
th e
t h e r ig h t a n d
on
r e g u la r
t o o lb a r s
an d
b u tto n s
th e to p .
X L R e p r o t e r t o o lb a r
W h e n
can
y ou
h av e
e x e c u te
p re s e n te d
m ak e ,
on e
it
in
c re a te d
to
v ie w
M ic r o s o ft
re po rt
th e
r e s u lt
E x c e l.
d e fin it io n
in c lu d e s s e v e r a l r e p o r t s , e a c h
a ls o
th e
fin is h e d
D e p e n d in g
m ay
in
on
g iv e
p r e s e n t e d in
re po rt
th e
y ou
(a n
. x ls
a
re po r t
book
file )
y ou
th a t
a s e p a ra te w o rk s h e e t.
1 9 5
STATIC
WITH
D a tDATA
a S e l eSELECTION
c t io n w it h t h
e I n sTHE
t a n t INSTANT
R e p o r t B u ild e r
REPORT BUILDER
S t a t ic
1. Activate
the Instant
Report
Builder
2. Select the
dimension
3. Choose rows
or columns;
include name
5. Drag&Drop
selected data
to Excel
4. Select data
SAP AG 2006
In
13
th e
In s ta n t
c u r r e n t ly
c re a te
h av e
R e po rt
acce ss
re po rt
d im e n s io n
in t o
re po rt
w ay ,
y ou
c an
in
d e fin it io n ,
p a r t ic u la r
y ou r
B u ild e r ,
to
an d
ch oose
to
can
th e m
W h e n
v ie w
se e
E R P
y ou
dra g
d e fin it io n .
y ou
y ou r
th e
s e le c t
fr o m
th e
d a ta b a s e .
d a ta b a s e
th e
s e le c t in g
e it h e r
d im e n s io n s
s y s t e m 's
d e fa u lt
u s u a lly C o d e , o r a n o t h e r a t t r ib u t e , m o s t c o m m o n ly
N o te :
D a ta
th a t
s t a t ic ,
la t e r
a re
w h ic h
on ,
an y
c u s to m e rs ,
ch oose
m e an s
to
w ill
in
n ot
m e a su re s
to
v ie w
y ou r
th a t
ch an ge s
e tc .,
H o w e v e r, th e
y ou
adde d
if
y ou
y ou r
be
(e .g .
fo r
re po rt
th e
e x e c u te
u p d a te d
in
of
B u ild e r
in
t h is
a t t r ib u t e ,
N am e .
d e fin it io n
d a ta b a s e ,
R e po rt
re co rds
d im e n s io n
y ou
q u ic k ly
re co rds
In s ta n t
d a ta b a s e
th a t
To
in
th e
lik e
th e
t h is
w ay
a re
re po rt
d e fin it io n
n e w
a c c o u n ts ,
e x e c u te d
re p o rt.
A m o u n t s , P r o d u c t P r ic e , e t c ) t h a t
s e le c t e d
d a ta b a s e
re co rds
w ill
n e v e r t h e le s s b e u p d a t e d .
1 9 6
FORMULA BUILDER
F o r m u la
B u ild e r
1. Activate the
Formula
Builder
2. Mark the
field you
want to fill
3. Double-Click
the Measure or
the Attribute
you want to
insert
Measures
Attributes
SAP AG 2006
You
u se
m e a su re s
fe tc h e d
14
th e
fr o m
1 .) O n
F o r m u la
th a t y o u
B u ild e r
w a n t to
to
d is p la y
s p e c ify
in
th e
th e
d im e n s io n
fin is h e d
a t t r ib u t e s
an d
r e p o r t fo r th e d a ta th a t a r e
th e d a ta b a s e .
th e
R e po rt
D e s ig n e r
t o o lb a r ,
c lic k
on
th e
F o r m u la
B u ild e r
b u tto n .
T h is o p e n s t h e F o r m u la B u ild e r w in d o w .
2 . ) I n s id e
th e
w it h in
3 .) O n
w o rk sh e e t
t h e s e le c t io n
th e
D is p la y
m e a su re s
ta b
an d
D o u b le - c lic k
on
of
y ou r
fo r w h ic h
o f th e
th a t
m e a su re
d e fin it io n , c lic k
w a n t to
F o r m u la
a t t r ib u t e s
th e
re po rt
y ou
B u ild e r w in d o w , y o u
a re
or
in
c e ll t h a t lie s
s p e c ify t h e m e a s u r e .
a v a ila b le
a t t r ib u t e
fo r
y ou
s e e a lis t o f t h e
th e
w an t
s e le c t e d
to
se e
fo r
c e ll.
in
th e
s e le c t e d c e ll.
4 . ) C lo s e
th e
F o r m u la B u ild e r w in d o w
a n d e x e c u t e y o u r r e p o r t d e fin i t io n
to
s e e t h e r e s u lt s .
N o te :
You
can n ot
in c lu d e s
r e p la c e d
by
k e e p
s p e c ify
s p e c ifie d
th e
n e w
m e a su re
m e a su re .
on e .
To
or
If
a t t r ib u t e
y ou
s p e c ify
t h e F o r m u la B u ild e r w in d o w
ope n
do,
fo r
th e
m o re
c e ll
e x is t in g
m e a su re s
a n d re p e a t s te p
th a t
a lr e a d y
e n try
or
w ill
be
a t t r ib u t e s ,
2 an d 3 .
1 9 7
Im p o rt
IMPORT REPORTS
R e p o rts
Import
R u n
R e p o r t D e f in it io n s
SAP AG 2006
RUN REPORT DEFINITIONS
REPORT DEFINITION
SAP AG 2006
1 9 8
REPORT ORGANIZER
Report definition 1
Lin
k
Link
Report definition 2
Report definition 3
Lin
REPORT PACKAGE
REPORT PACKAGE
REPORT PACKAGE
REPORT
JOB
REPORT BOOKS
SAP AG 2006
Report Book
Displays the results of executed reports as a workbook

Contains a worksheet for each report
Will not prompt for parameters
SAP AG 2006
1 9 9
V ie w P a c k a g e s a n d S e t P a r a m e t e r s
VIEW PACKAGES
AND SET PARAMETERS
Monthly Report Jobs Properties
View report
packages
General Packages Output Schedule Log

Description
Name
Monthly Reports
Sample P&L Yearly Forecast
Set
parameters
Sample Purchase per Vendor by Periods

Sample Sales Opportunity Forecast
Enter Parameters
Enable multiple Value
Parameter
Actual period
Budget
Code = 200501:200502
1
Enter Periods
Code =200501
Enter Vendors
Enter Document Types
Code = APCreditMemo,Goods ReceipsPO,Purchaseorder
Enter Customers
Enter Document Types
OK
OK
SAP AG 2006
Cancel
Apply
Cancel
SELECT OUTPUT IN XL REPORTER

S e le c t O u t p u t in
X L R e p o rte r

General
Packages
Output
Schedule
Log
Output Options
Store in report books
If a book already exists:
Select
output options
Create New
Overwrite
Save to Disk
Save to disk as HTML
Send by e-mail
Print
Select folder:
My Reports/Report Output
Create a report
book
for each parameter
value
Include parameters in report name
Create one report book/Excel file for each parameter
values specified
OK
SAP AG 2006
Cancel
Apply
7
2 0 0
S c h eJOBS
d u le J o b
s in
X L REPORTER
R e p o rte r
SCHEDULE
IN
XL
General Packages Output Schedule
Schedule jobs
using Microsoft
scheduler
Log
Schedule job for execution
Administer existing schedules
OK
Cancel
Apply
SAP AG 2006
X L R e p o r t e r F u n c t io n s w it h
REFRESH
M S
E x c e l
R e fre s h
Report Folder
XL REPORTER:
Report Definition
Report Book
Report Organizer
Report Package
Report Job
Report Composer
RECORD SELECTORS:
*
#NULL
**
XL REPORTER DATA TYPES:
Dimension
Light Dimension
Measure
SELECTION HIERARCHY:
Report Designer
Default
Row
Column
Cell
SAP AG 2006
PARAMETER TYPES:
Dimension
Expression
Literal
3
2 0 1
REFRESH 1
R e fre s h
Column
Column summary:
- Account, period, budget
Summary: -Period
- Budget amount (attribute) - Period -Budget Scenario
Effective selection:
Effective selection:
-Account, period
-Actual amount (attribute)
Period-3
Account Code Account Name Actual Amt.Budget Amt. Variance
250
300
50
610000
Electricity
Water
450
400
50
610020
Gas
50
100
-50
610030
Telephone
200
300
-100
625010
Bank Charges
150
150
625030
Subsistence
60
80
-20
625100
Travel costs
25
15
10
635020
Bank Interests
100
80
20
640000
Postage
100
100
640020
Casual Wages
50
45
Education
500
250
250
500
2485
450
2220
50
265
610010
Expanding
Group
650000
650010
Bonus
Total Revenues
SAP AG 2006
M ic r o s o f t E x
c e l G GROUP
r o u p a n AND
d O uOUTLINE
t l i n e F u nFUNCTION
c t io n
MICROSOFT
EXCEL
Data
Group and Outline
Group
Gross Profit
Accounts
Gross Profit
Actual
Budget
Variance
Accounts
Actual
Budget
Variance
Revenue
Revenue
Sales
Gross Profit
Sales
Gross Profit
G ro u p
SAP AG 2006
a n d
o u t lin e
M ic r o s o ft E x c e l D a t a G r o u p
T h is
fu n c t io n
d a ta
an d
e x pan de d
is
o fte n
y ou
lik e
d a ta
o r n o t.
th e
u se d
in
re po rt
a n d O u t lin e G r o u p
re p o rts
r e c e iv e r
w h e re
to
be
y ou
a b le
e x pan d
to
la r g e
ch oose
to
a m o u n ts
se e
a ll
of
th e
2 0 2
M ic r o s o f t E x c e l C h a r t F u n c t io n
MICROSOFT EXCEL CHART FUNCTION
Insert
Chart
Chart Wizard Step 1 of 4 Chart Type
Chart Wizard
Standard Types Custom Types
Chart sub-type:
Chart type:
Column
Bar
Line
Pie
XY (Scatter)
Area
Doughnut
Radar
Surface
Bubble
TOP 5
Rymans plc
Panache & Co
Webster
Stationers Ltd
Andersons
Office Supplies
Clustered Column. Compares

values across categories
Office Supplies
plc
Press and Hold to View Sample

Cancel
<Back
Next >
Finish
SAP AG 2006
C h a rt
M ic r o s o ft E x c e l I n s e r t C h a r t
If y ou
w a n t to
illu s t r a t e
by
c h a r t in
a d d it io n
t h e r e p o r t e a s ie r t o r e a d
a n d u n d e rs ta n d .
In
th e
a d d it io n
doe s
fig u r e s !
it m a k e
r e p o r t lo o k
th e
m o re
n u m be rs
fa n c y
an d
o f d a ta
it w ill m a k e
h e lp s v is u a liz in g t h e
MICROSOFT EXCEL HIDE FUNCTION

M ic r o s o f t E x c e l H id e
F u n c t io n
Window
Hide
H id e
M ic r o s o ft E x c e l W in d o w
H id e
B y u s in g t h e H id e fu n c t io n
y ou
I.e .
If
th e
in d iv id u a l c o lu m n s
su m
AG 2006
y o uSAP n
e e d
c o lu m n
fo r
to
th e
m ak e
to
a r e a b le
su m
ge t
to
h id e r o w s a n d c o lu m n s .
o f d iffe r e n t c o lu m n s
su m
c o lu m n .
r e p o r t r e c e iv e r s , y o u
m ay
If y ou
u se
y ou
o n ly
th e
m ay
lik e
h id e
n e e d 7 d is p la y
to
d is p la y
fu n c t io n
to
th e
h id e
t h e in d iv id u a l c o lu m n s .
2 0 3
E x p a n s io n s w it h in
E x p a n s io n s
EXPANSIONS WITHIN EXPANSIONS

Column
Item Group
Item
Row
I
t
e
m
I
t
e
m
G
r
o
u
p
E x p a n s i o SAP
n sAG 2006
w it h in
Th e
r e s u lt
h av e
of
on e
e x p a n s io n s
8
s e le c t io n
r o w / c o lu m n
v e r t ic a lly
e ach
of
in t o
th e
is
fo r
p re s e n te d
e ach
ro w s
m u lt ip le
o ccu rre n ce
s e le c t io n .
m u lt ip le
in
In
or
o th e r
of
r o w s / c o lu m n s
th e
w o rds,
h o r iz o n t a lly
d a ta
th e
in t o
GROUP AND ORDER DATA

G ro u p
a n d
y ou
w it h in
th e
it e m ( s )
r o w / c o lu m n
m u lt ip le
o c c u r r e n c e o f t h e d a t a it e m ( s ) t h a t t h e s e le c t io n
w h e re
c o lu m n s
e x pan ds
to
sh ow
re q u e s ts .
O rd e r D a ta
Group by
Dimension
Attributes
Order by
G ro u p
W h e n
th e
a n d
y ou
th e
by
G r o u p in g
w h e n
s e le c t io n
s y s te m
m e an s
d is p la y e d
it e m
a re gro u pe d
th a t th e
in
an
Attributes
Order
e x p a n d in g
fr o m
w h e n
t h a t t r a n s a c t io n
it e m
m e an s
fo r
r e t r ie v e s
a s p e c ific d a t a
a s p e c ific d a t a
O r d e r in g
Dimension
O rd e r D a ta
s p e c ify
SAP AG 2006
d a ta
o rde re d
th e
an d
d a ta b a s e
d is p la y e d
ro w s
in
th a t h a v e
d is p la y e d
ro w s
gro u p,
a re
in
y ou
can
s h o u ld
s p e c i9 f y
th a t
be
g ro u pe d
or
d a ta
re co rde d
fo r
th e re p o rt.
th e
sam e
o n e ro w
s o rte d
by
in
a
th e
re p o rt.
s p e c ific
d a ta
it e m
th e re p o rt.
2 0 4
S y n ta x
SYNTAX
Advanced
Advanced Report
Report Builder
Builder
Filter
Filteron
onmodule
module
Dimension
DimensionLookup
Lookup
<All>
<All>
Parameters
List
List Parameters
Code Period Name
Code
200501
FY05-1
200501 FY05-1
200502
200502 FY05-2
FY05-2
FY05-3
200503
200503 FY05-3
200504 FY05-4
FY05-4
200504
Report
Row Column
Column Cell
ReportDefault
Default Row
Selection
Dimension
Selection
Transaction
TransactionNumber
Number
G/L
G/LAccounts
Accounts
Acctcode = 100001:102510
200505 FY05-5
200505
FY05-5
FY05-6
200506
FY05-6
200506
200507
FY05-7
200507
FY05-7
200508 FY05-8
FY05-8
200508
200509 FY05-9
FY05-9
200509
2005010
200510 FY05-10
FY05-10
2005011
200511 FY05-11
FY05-11
200512 FY05-12
FY05-12
2005012
Project
ProjectCodes
Codes
Transaction
TransactionCode
Code
ProfitCenter
Center
Profit
Original
OriginalJournal
Journal
Financial Period
Period
Financial
Code==200504:200507
200504:200507
Code
Indicator
Indicator
Business
BusinessPartner
Partner
Currency
Currency Codes
Codes
Select as Range
Budget
BudgetScenario
Scenario
Items
Items
Columns
Selection
Warehouses
Warehouses
Attribute
OperatorValue
Attribute Operator
Value
200504:200507
Code
Code =
200504:200507
Code
Code
=
Sales
Sales Employee
Employee
Tax
Tax Definition
Definition
Or
Or
Sales
SalesOpportunity
Opportunity
Complete
CompleteSelection
Selection
ACC(AcctCode = 100001:102510)PER(Code =
200504:200507)
Parameters
Parameters
OK OK
Cancel
Cancel
Apply
Apply
Properties
Properties
SAP AG 2006
W h e n
10
th e
u se r
d a ta b a s e
qu e ry
la n g u a g e
u se s
e le m e n t s
th e
of
d e fin e s
s e le c t io n
u s in g
s p e c ia l
an d
S Q L,
s e le c t io n
an d
s y n ta x .
la n g u a g e , a n d
th e
c o m b in e s
th e
Th e
in
X L
la n g u a g e
e le m e n t s
c o m b in a t io n
e le m e n t s
c o m b in a t io n
R e p o rte r, th e
c a lle d
of
can
IX
s im ila r ,
su ch
be
a p p lic a t io n
Lan gu age
bu t
n ot
e le m e n t s
co m pa re d
o f e le m e n t s , t h e
c re a te s
(I X L).
id e n t ic a l
fo r m
w it h
T h is
to
th e
w h at w e
w o rds
s y n ta x , c a n
be
in
c a ll
h u m an
co m pa re d
to
a s e n te n c e .
W h e n
th e
th e
th e
lo o k s
re q u e s te d
e x a m p le ,
can
a p p lic a t io n
s y s te m
re po rt
o th e r
p o s ts
th e
w h ic h
c o m b in a t io n
d a ta b a s e
r e la t io n s h ip s ,
d a ta b a s e
e le m e n t s in
in t o
th a t
t h a t lin k
t h e r ig h t w a y in
le a v in g
c o n t a in s
c u s to m e r
t a b le s
bou gh t
th e
k n ow s
h ow
th e
d a ta b a s e ,
pro ce sse s
u n to u c h e d .
an d
pro du ct
to
an d
data
n am e s
p a r t ic u la r
k e y
e le m e n t s
se a rch e s
o r ig in a l
c u s to m e r
th e m . T h e
o rd e r to
of IX L
an d
s a le s
an d
to
p o s t t h e r ig h t q u e s t io n
an y
A s
an
in fo r m a t io n
n u m be r
c o m b in e
to
o n ly
th e
of
r ig h t
th e d a ta b a s e .
2 0 5
PERIOD FUNCTIONS
P e r io d F u n c t io n s
Currentperiod
Current Period of year
YTD
Year to Date
- YTD(@Period)
- YTD(200503)
- YTD(Currentperiod)
X L
YearAll
Year All
YearFirst
Only first period of year
YearLast
Only last period of year
R e p o rte r
s e le c t io n s
p e r fo r m
o ffe r s
base d
s p e c ia l
on
th e
p e r io d
fu n c t io n s
d im e n s io n ,
r o ll- o v e r o p e r a t io n s
o r fin d
th a t
F in a n c ia l
th e
can
be
P e r io d .
u se d
You
to
c an
c u s t o m iz e
fo r
in s t a n c e
fir s t o r la s t p e r io d o f t h e y e a r r e la t iv e
SAP AG 2006
to
a g iv e n
p e r io d . T h e
Y e a r-to -d a te
fo llo w in g
c o n s t r u c t io n s ,
o f t h e y e a r u n t il a
m e an s
th e
p e r io d s
fr o m
th e
s ta rt
a ll t h e
p e r io d s
o f th e y e a r fo r
p e r io d .
m e an s
p e r io d .
F ir s t / L a s t p e r io d
la s t p e r io d
w h ic h
A ll p e r io d s c o n s t r u c t io n s , w h ic h
a g iv e n
g iv e n
11
c o n s t r u c t io n s a r e p o s s ib le :
C u rre n t
o f th e
o f th e
y e a r c o n s t r u c t io n s , w h ic h
y e a r fo r a
p e r io d
g iv e n
m e an s
th e
fir s t o r
p e r io d
e n d in g
p e r io d .
w h ic h
m e an s
th e
fir s t
a fte r th e c u r r e n t d a te .
P e r io d
o ffs e t c o n s t r u c t io n s , w h ic h
m e an s
g iv e n
p e r io d
p lu s
o r m in u s
s o m e p e r io d s .
C o m b in e d
m o re o f th e a b o v e
w h ic h
m e an s
c o n s t r u c t io n s
w h e re
tw o
or
m e n t io n e d c o n s t r u c t io n s a r e u s e d t o g e t h e r .
2 0 6
S p e c ia l F u n c t io n s
SPECIAL FUNCTIONS
Top/Bottom Ranking
TOP 5/Bottom 5
CurrentDate
Indicates the current date of the machine on which the XL Reporter is running.
DateAdd
Specifies a particular date (not the current date), which again can be used to
specify a range of dates, for example the days of a particular month.
Th e
u se
n ot
h av e
h id d e n
o f th e
in
an y
th e
SAP AG 2006
r o w / c o lu m n
T o p / B o t t o m fu n c t io n a lit y
m e a su re s
fin is h e d
(a m o u n ts ,
re p o rt.
e x p a n s io n s
is
Th e
th e r e fo r e
r e q u ir e s
n u m be rs,
D o
n ot
t h a t t r a n s a c t io n s
e tc )
d is p la y
r e g is t e r e d
b la n k
on
re co rds
s w it c h e d o n
th a t d o
th e m
o p12 t i o n
a re
fo r
b y th e s y s te m
if it is n o t a lr e a d y a c t iv e .
X L R e p o r t e r o ffe r s s p e c ia l d a t e
w a n t to
r e t r ie v e d a t a
p e r io d s . T h e
d a te
fu n c t io n s t h a t c a n
fo r a s p e c ific d a t e
fu n c t io n s c a n
o n ly b e u s e d in
c o n s t a n t s a p p ly . T h e s e a r e s e le c t io n s o n
D a t e , P o s t in g
b e u s e d in
o r d a te
ca se s w h e re y o u
r a n g e in s t e a d o f e n t ir e
s e le c t io n s w h e r e d a t e
lig h t d im e n s io n s s u c h
D a t e , D u e D a t e , C lo s in g D a t e , R o w
as
D ocu m e n t
D e liv e r y D a t e , a n d s o o n .
2 0 7
U s e r D e f in e d F ie ld s
USER-DEFINED
FIELDS
Dimension
User-Defined
Field
Light Dimension
Measure
D is p la y
1 .
u s e r - d eSAPf AG
i n2006
e d
C h oose
T o o ls
w in d o w
2 .
3 .
In
th e
to
add
To
to
th e
fie ld
a v a ila b le
S y s te m
y ou
F ie ld s
M an age
w in d o w ,
in
X L
R e p o rte r,
I n fo . T e x t c o lu m n , y o u
w ill b e
m o r e in fo r m a t io n
If n o
13
F ie ld s . T h e
F ie ld s
lo c a t e
th e
fie ld
y ou
w an t
s e le c t
it s
ch e ck
box
in
th e
fo r
th e
X L R e p o r t e r c o lu m n .
fie ld , w h ic h
5 .
X L R e p o rte r:
X L R e p o rte r.
m ak e
In
in
a ppe a rs.
M an age
V is ib le in
4 .
f ie ld s
d a ta
it e m
d is p la y e d
as
s y s te m
a b o u t t h e d is p la y
ty p e
m u st ch oose
h as
th e
be e n
d a ta
can
ty p e
d e s c r ip t io n
in fo r m a t io n
o f s y s te m
s p e c ifie d
it e m
e n te r
in
in
X L R e p o rte r. F o r
th e
th a t y o u
D a ta
Ite m
Ty pe
w a n t th e
fie ld
c o lu m n ,
to
b e lo n g
to .
Th e
ty p e
y ou
ch oose
a ffe c ts
s e le c t a t y p e , c h o o s e
T h e fo llo w in g
If y ou
in
o p t io n s
w a n t th e
h ow
th e
t h e c o lu m n
fie ld
can
be
u se d
in
a n d s e le c t t h e o p t io n
re p o rt. T o
y ou
w a n t.
a r e a v a ila b le :
u se rs
to
be
a b le
to
gro u p
th e
d a ta
in
re po rt by
t h is
fie ld , c h o o s e L ig h t D im e n s io n .
If
by
y ou
w an t
Th e
s y s te m
d e fin e d
6 .
You
can
V ie w
th e
re m o v e
in
w ill
X L
to
to
b e
a b le
to
a g g re g a te
th e
d a ta
in
re po rt
se t
th e
d a ta
it e m
ty p e
a r e n o t a llo w e d
fo r
to
som e
u se r -
c h a n g e it .
s a v e y o u r s e t t in g s a n d c lo s e t h e w in d o w .
o r m o d ify
R e p o rte r. T o
P r e v io u s ly - A d d e d
u p d a te
u se rs
a s m a k in g s u m m a t io n s , c h o o s e M e a s u r e .
fie ld s . I f t h is is t h e c a s e , y o u
C h oose O K
a v a ila b le
to
t h is fie ld , s u c h
be
a b le
to
fie ld s
se e
F ie ld s
th a t y o u
su ch
fie ld s
o p t io n
an d
h av e
in
th e
p r e v io u s ly m a d e
lis t , c h o o s e
w a it fo r
th e
th e
s y s te m
to
t h e lis t .
2 0 8
C a se
S tu d y
Lig h t & M u s ic Ltd .
2 0 9
1 . I n t r o d u c t io n
L ig h t & M u s ic
s y s te m
to
L td .
su ppo rt
e x p a n s io n . A
p r o v id e s
fo r
n e e ds
it s
b e s t s o lu t io n
n ow
m a n a g in g
h ir e
y ou
th e
pro ce sse s
to
m e e t th e
d ir e c t o r
ca rry
an d
o u t th e
L td . th u s
of
s y s te m
You r
ou r
m o re
ta s k
is
to
com pan y
S m it h
s p e c ia l b u s in e s s
im p le m e n t
in
S A P
it s
r e q u ir e m e n t s
pu rch a se d
lic e n s e
a s e r v e r in
o w n e r,
w a n ts
(E R P )
p la n s
fo r
th e
O n e
se e
h ow
u s in g
S A P
pro ce sse s
an d
to
p la n s
B u s in e s s
h as
d e c id e d
c o m m e n c in g
in t e n d
B u s in e s s
to
to
w it h
d e p ic t
O n e . Th e
a t y o u r d is p o s a l.
d e fin e d
pre se n t
it s
fo r S A P
y ou
u p fo r t h is is n o w
b u s in e s s
B u s in e s s
to
an d
th e c o m p a n y .
M ic h a e l S m it h ,
pro ce sse s
s p e c ific a t io n s d o c u m e n t d r a w n
P la n n in g
adv an ce
im p le m e n t a t io n . H o w e v e r , b e fo r e
a c t u a l im p le m e n t a t io n , M r . S m it h
som e
R e so u rce
an d
c o m p a n y 's
w is h e s t o in s t a ll t h e p r o d u c t o n
Th e
to
E n t e r p r is e
o f v a r io u s p r o d u c t s r e v e a le d t h a t S A P B u s in e s s O n e
e x p a n s io n . L ig h t & M u s ic
O n e an d
in t e g r a t e d
b u s in e s s
c o m p a r is o n
th e
an
y ou r
in
th e
s y s te m
p ro to ty p e
to
M r.
to m o rro w .
A d d it io n a lly
y ou
can
u s e th e S y s te m
G u id e fr o m
t h e S A P S e r v ic e
M a r k e t p la c e .
If y ou
h av e
h e s it a t e t o
an y
fu r th e r
a b o u t c r e a t in g
th e
p r o t o t y p e , p le a s e
d o n t
c o n ta c t u s .
2 . P r e s e n t a t io n
L ig h t & M u s ic
s e llin g ,
q u e s t io n s
L td .
r e n t in g ,
o f th e
is
an d
C o m p a n y
le g a lly
in s t a llin g
in d e p e n d e n t
p r o fe s s io n a l
com pan y
m e d ia
th a t
is
s p e c ia liz e d
s y s te m s
in
fo r
e x h ib it io n s a n d e v e n t s . F u r t h e r m o r e , t h e y c o n s u lt a r c h it e c t s a n d e n g in e e r s in
p la n n in g c o m m u n ic a t io n
Th e
com pan y
o ffic e s
a ls o
to
w as
m ak e
in c lu d e s
L ig h t & M u s ic
th e y
s ta rte d
ope n e d
th e
w h o le
a ls o
b u ild
1 9 9 0
s e r v ic e s
Lon don
an d
pro ce sse s
se e s
w a n ts
at
to
an y
th e
be
in
t im e .
fir s t
o ffic e s
o ffic e
in t r o d u c t io n
a
In
b u t th e y
in
p o s it io n
is
to
a d d it io n , h e
Th e
s t ill
in
L iv e r p o o l a n d
a bro a d
of
soon
n a t io n w id e .
o p e ra te s
t h e ir
in
a v a ila b le
t h is y e a r a n d s h o u ld t h e r e fo r e b e
M ic h a e l S m it h
d u ty
t h e ir
L td .
to
s y s t e m s fo r c o m p le x b u ild in g p r o je c t s .
fo u n d e d
in
E R P
a ls o
Lon don
w a n ts
b u t
w h ic h
to d a y
su ppose d
to
be
th e p ro to ty p e .
s y s te m
c o n tro l th e
a d d it io n a l
o ffic e ,
G la s g o w . L a s t y e a r ,
D u b lin . I t is
in c lu d e d in
an
ope n e d
h e ad
as
h is
e ffic ie n c y
to
h av e
of
s o le
ow n
pe rso n a l
h is
b u s in e s s
c o n tro l o v e r
u s e r a c c e s s to th e s y s te m .
2 1 0
3 . M a s te r D a ta
3 .1
Ite m s
L ig h t & M u s ic
fo llo w in g
L td .
s to c k s
to ta l o f
can
be
gro u pe d
LC D
d is p la y s ,
in
th e
S cre e n s
gro u p
in c lu d e s
v id e o
p r o je c to r s c r e e n s o r L E D
scre e n s,
p la s m a
or
bu t
a ls o
w a lls .
M u lt i s c r e e n s
M u lt i s c r e e n s
LC D
a re
d is p la y s .
t h e m s e lv e s
an d
5 x 5 .
Th e y
v e ry
p o p u la r
E ach
b ig
th e y
an d
a re
k e e p
o ffe r e d
fe w
PC
c o n s is t s
th a t
L a r g e r m u lt i s c r e e n s c a n
in
m ade
pro du ce s
th e
L td .
of
th e
is
th e
u p
th e
on
s to c k
r e q u ir e d
p ic t u r e
in t o
scre e n s
3 x 3 , 4 x 4 , an d
s in c e
s u p p lie r
n u m be r
th e
by
s e v e r a l 4 0
m u lt i
s iz e s
o n ly
b e p r o d u c e d if o r d e r e d
fr o m
th e s e
s ta n d a rd
m u lt i s c r e e n s
ou t
s p lit s
s cre e n s
L td .
L ig h t & M u s ic
scre e n
an d
L ig h t & M u s ic
a lw a y s
m u lt i
d is p la y s
it e m s . T h e y
w ay :
T h is
5 0 0
th e s e
in
of
scre e n
th e
4 0
a re
U K .
LC D
s e g m e n ts .
a c u s to m e r.
P r o je c to r s
T h is
gro u p
in c lu d e s
v id e o
p r o je c to r s ,
s lid e
p r o je c to r s ,
an d
o v e rh e a d
p r o je c to r s .
L ig h t s
T h is g r o u p
t e r m in a ls .
in c lu d e s w ir e le s s a n d c a b le m ic r o p h o n e s .
P la y e r s
T h is g r o u p
in c lu d e s P C s , la p t o p s , a n d p r e s e n t a t io n
M ic r o p h o n e s
T h is g r o u p
h e a d lig h t s .
C o m p u te rs
T h is g r o u p
in c lu d e s flo o d lig h t s , s p o t lig h t s , a n d
in c lu d e s v id e o , C D , a n d D V D
p la y e r s .
S pe a k e rs
2 1 1
T h is
gro u p
in c lu d e s
tw o
w ay
spe a k e rs
or
th re e
w ay
spe a k e rs
w it h
d iffe r e n t p o w e r le v e ls .
A m p lifie r s
T h is
gro u p
in c lu d e s
p r e - a m p lifie r s
an d
fin a l
a m p lifie r s
of
d iffe r e n t
po w e r.
S ta g e s
T h is g r o u p
in c lu d e d s t a g e s o f d iffe r e n t h e ig h t s a n d s iz e s .
A c c e s s o r ie s
T h is
gro u p
in c lu d e s
a ll
ty p e s
of
a c c e s s o r ie s ,
su ch
as
c a b le s ,
m ic r o p h o n e s t a n d s , t r a v e r s e s , in t e r fa c e s , a n d s o o n .
P r e s e n t a t io n
S e ts
P r e s e n t a t io n
c o m p u te r
S e ts
p r o je c to r , a n d
c o n s is t
p r e s e n t a t io n ,
of
fo r
e v e r y t h in g
e x a m p le
y ou
n e e d
fo r
or
v id e o
la p t o p
v id e o
or
p la y e r ,
a p r o je c to r s c r e e n .
S o u n d S e ts
S ou n d
e v e n
S e ts
in
c o n s is t o f e v e r y t h in g
la r g e
ro o m s
or
ope n
y ou
n e e d
s pace s,
to
fo r
be
h e a rd
e x a m p le
lo u d
a
an d
c le a r
m ic r o p h o n e ,
s p e a k e r s , a n d a m p lifie r s .
S ta g e
S ta g e
T h is
S e ts
S e ts
c o n s is t
in c lu d e s
of
e v e r y t h in g
c o m p le t e
s ta g e
y ou
n e e d
p lu s
an
fo r
s ta g e
a d e q u a te
p r e s e n t a t io n .
an d
re n t ch e a pe r
th a n
s o u n d s e t.
Th e
th e
s in g le
c o m p o n e n t s in
O n ly
in
c re a te
th e
s e ts , s o u n d
s e ts , a n d
c o m p o n e n ts . F o r s o m e
b u s in e s s
s e ts
s e ts
th e
s e ll o r
p o s s ib ilit y t o c h a n g e t h e
t h e s a le s d o c u m e n t s s h a ll e x is t .
th o s e
p re s e n t a p a th
s ta g e
d e d ic a t e d
it e m
gro u ps
pro ce sse s
an d
it e m s
d e s c r ib e d
fo r t r a n s fe r r in g d a t a
in
y o u r p ro to ty p e
a bo v e . H o w e v e r, y o u
fr o m
th a t a re
s h o u ld
r e q u ir e d
be
a b le
to
t h e c u s t o m e r s p r e v io u s s y s t e m .
2 1 2
3 .2
V e n d o rs
L ig h t & M u s ic
a gre e d
L td .
th a t th e y
c a ll c o n t r a c t o r s
h as
to ta l o f 4 6
v e n d o r s . W it h
o ffe r s p e c ia l p r ic e s
an d
L ig h t & M u s ic
an d
som e
o f th e m
th e y
h av e
p a y m e n t te rm s . T h e s e v e n d o rs th e y
L t d . u s u a lly b u y s m o s t o f it s m a t e r ia l fr o m
t h e m . A ll t h e o t h e r v e n d o r s a r e c a lle d in d e p e n d e n t v e n d o r s .
F o r y o u r p r o t o t y p e , it is s u ffic ie n t if y o u
C o n tra c to rs :
S o u n d S y s te m s L td .,
M e d ia
c r e a te fo u r v e n d o r s .
E q u ip m e n t C o r p
In de pe n de n t v e n do rs:
G lo b a l E le c t r o n ic s C o r p
S p o t lig h t s
S ou n d
M e d ia
S y s te m s
L td .
s u p p lie s
E q u ip m e n t C o r p
L td .
m ic r o p h o n e s ,
a m p lifie r s ,
an d
spe a k e rs,
G lo b a l E le c t r o n ic s C o r p s u p p lie s L ig h t & M u s ic L t d . m o s t ly w it h
L ig h t & M u s ic
s e lls
th e m
som e h ow
C an
o ffe r
to
lig h t s
ge t a
m a s te r
b u t th e y
a g r e e m e n t w it h
h av e
n ot be e n
3 %
d is c o u n t u p o n
L ig h t & M u s ic
L td .
som e h ow
S p o t lig h t s
t h e ir
L td . w h o
th e y
th e s y s te m ?
p a y m e n t w it h in
s to re
a c c e s s o r ie s .
s u c c e s s fu l y e t. C a n
th e
fir s t w e e k
t h e s e c o n d w e e k . F u ll p a y m e n t is u s u a lly e x p e c t e d w it h in
d o c u m e n t s ) in
3 .3
t r ie d
an d
s t o r e t h e p r o g r e s s o f t h e ir n e g o t ia t io n s in
A ll v e n d o r s
w it h in
L td .
s ta g e s
w h ile
s u p p lie s s c r e e n s , c o m p u t e r s , a n d p la y e r s .
v e n dor
an d
2 %
3 0 day s.
a g re e m e n ts
(w o rd
th e s y s te m ?
C u s to m e rs
L ig h t & M u s ic
L td .
h as
to ta l o f 1 5 2
a n a ly s is , t h e y h a v e s p lit t h e m
H o t e ls
F a ir s a n d E x h ib it io n s
C o m p a n ie s
A r c h it e c t s
c u s to m e rs
in t o t h e fo llo w in g
F o r y o u r p r o t o t y p e , it is s u ffic ie n t if y o u
in
fo u r c o u n t r ie s . F o r b e t t e r
gro u ps:
c r e a t e t h e fo llo w in g
c u s to m e rs :
H o t e ls :
M e e t & S le e p
H o t e ls , L o n d o n , U K
2 1 3
F a ir s a n d
D u b lin
E x h ib it io n s :
Tra de
F a ir , D u b lin , I r e la n d
C o m p a n ie s :
S A P A G , N e u r o t t s t r . 1 6 , 6 9 1 9 0 W a lld o r f, G e r m a n y
E n g lis h O il C o r p , 2 3 B u s in e s s S t r e e t , B a t h
A r c h it e c t s :
C h r is t o p h e r W r e n
P u rch a se s
Jr., C h u rc h
S t r e e t , G la s g o w
m a d e b y o c c a s io n a l c u s t o m e r s w ill b e p r o c e s s e d u s in g t h e a c c o u n t
K 9 9 9 .
L ig h t & M u s ic
L td .
1 4
e x p e c ts
day s
p e r io d
an d
of
o n ly
o ffe r s
fa ir s
fu ll
on e
an d
e x h ib it io n s
pay m e n t
w e e k .
w it h in
O c c a s io n a l
3 0
2 %
d is c o u n t w it h in
day s.
H o te ls
c u s to m e rs
h av e
a re
th e
fir s t
pay m e n t
e x p e c te d
to
pay
im m e d ia t e ly .
E n g lis h
is
th e
com m on
L td .
e x p e c ts
th e y
e x pan d
it e m
A ls o ,
sh ow
to
la n g u a g e
L ig h t & M u s ic
an d
w ay
to
a ll
c u s to m e rs
c o n t in e n t . H o w
fr e e
e x p la n a t o r y
e n su re
th a t
can
te x t
e v e ry
to d a y
c u s to m e rs
in
bu t
a
L ig h t & M u s ic
in
L ig h t & M u s ic
fe w
s e v e r a l fo r e ig n
c u s to m e r
r e c e iv e s
y e a rs
w h e n
L td . s to re th e
la n g u a g e s ?
co rre spo n de n ce
t h e c o r r e c t la n g u a g e .
L td .
w a n ts
d ir e c t o r s
of
to
t h e ir
a u t o m a t ic a lly r e m in d t h e m
3 .4
E m p lo y e e s
Th e
com pan y
h as
3 0
c r e a t e t h e fo llo w in g
of
n o n - E n g lis h - s p e a k in g
th ro u g h o u t th e
a u t o m a t ic a lly in
m a n a g in g
h av e
se n d
1 8
p u n c tu a l
m a jo r
a w e e k
b e fo r e
e m p lo y e e s .
F or
b ir t h d a y
c u s to m e rs .
Is
pre se n t
th e re
to
w ay
th e
to
t h e b ir t h d a y ?
th e
p ro to ty p e ,
it
is
s u ffic ie n t
if
y ou
e m p lo y e e s :
C E O
C la ir e T h o m a s
R ic h a r d L o n g
W a re h o u se M a n a ge r
S a ra h
S a le s
M ille r
C h ie f A c c o u n t a n t
M an age r
( r e s p o n s ib le
fo r
s a le s
an d
re n ta l
re v e n u e s)
M a g g ie
D a v id
E dw a rd
Jo h n
M a r t in s
B u rn s
P e tty
E d is o n
S a le s E m p lo y e e
S a le s E m p lo y e e
P u r c h a s in g M a n a g e r
P r o d u c t io n
M an age r
2 1 4
C la r k S p e n c e r
M a rk
S e r v ic e M a n a g e r
M y e r s - T e c h n ic ia n
4 . A c c o u n t in g
L ig h t & M u s ic
n e e d
if
an y
y ou
L td .
u se s
th e
com m on
B r it is h
a c c o u n t s e g m e n t a t io n . P le a s e
n e e d
a d d it io n a l
a c c o u n ts
P le a s e d e m o n s t r a t e h o w
Th e
th e
c o m p a n y s
to
to
co rre spo n ds
of
a c c o u n ts .
c o n t a c t t h e ir a c c o u n t in g
d e p ic t
th e
c r e a t e a n d d e le t e
fis c a l y e a r
ch a rt
to
r e q u ir e d
Th e y
d o n t
d e p a rtm e n t
b u s in e s s
pro ce sse s.
a d d it io n a l a c c o u n t s .
th e
c a le n d a r
y e ar an d
th e y
c re a te
a n n u a l fin a n c ia l s t a t e m e n t o n c e a y e a r . T h e y n e e d t w e lv e p o s t in g p e r io d s
fo r t h e ir in t e r n a l c o n t r o llin g .
O n e
goal
L td . c a n
of
th e
im p le m e n t a t io n
re po rt o n
th e
re v e n u e s
of
S A P
an d
B u s in e s s
e x pe n se s
O n e
o f it s
is
th a t
L ig h t & M u s ic
d iffe r e n t b u s in e s s a r e a s
s a le s , r e n t a ls , in s t a lla t io n s , a n d c o n s u lt in g .
L ig h t & M u s ic
Lon don .
L td .
P le a s e
ru n s
re n a m e
it s
a c c o u n ts
th e
at
r e le v a n t
B a r c la y s
a c c o u n ts
in
P r iv a t e
th e
B an k
s ta n d a rd
L im it e d
in
ch a rt
of
a c c o u n t s a c c o r d in g ly .
L ig h t & M u s ic
c u s to m e rs
an d
L td .
do
e ffic ie n t
th e
w ay
u s u a lly
pay s
s a m e . F o r th e
to
c re a te
it s
lia b ilit ie s
p ro to ty p e
o u t g o in g
it is
p a y m e n ts
v ia
ch e ck
e n ou gh
an d
an d
if y o u
can
m ost
sh ow
of
it s
a fa s t
h ow
in c o m in g
p a y m e n ts
th e
fo llo w in g
a c c o u n ts .
a r e h a n d le d .
Th e
a c c o u n t in g
d e p a rtm e n t
P le a s e c r e a t e t h e m
re q u e s ts
th a t
y ou
u se
if t h e y a r e n o t a v a ila b le .
C o n tro l A c c o u n ts
1 4 0 0 00
D o m e s t ic R e c e iv a b le s
1 4 0 0 30
F o r e ig n
2 0 3 0 00
D o m e s t ic P a y a b le s
2 0 3 0 30
F o r e ig n
R e c e iv a b le s
P a y a b le s
T a x A c c o u n ts
2 0 7 0 00
V A T P a y a b le
1 4 3 0 30
V A T R e c e iv a b le ( in p u t t a x )
B a n k in g
(o u tp u t ta x )
A c c o u n ts
1 6 1 0 00
G ir o b a n k A c c o u n t a t B a r c la y s
1 6 1 0 16
C h e c k s r e c e iv e d
1 4 0 1 00
M a s te r C a rd
1 4 0 1 10
V is a S e t t le m e n t
S e t t le m e n t
2 1 5
1 4 0 1 20
A m e r ic a n
1 6 1 0 12
B a n k tr a n s fe r
E x p r e s s S e t t le m e n t
1 6 0 0 00
P e tty
C ash
7 0 0 0 10
C ash
D is c o u n t r e c e iv e d
4 5 0 0 05
C ash
D is c o u n t g r a n t e d
6 5 0 0 10
B a n k c h a r g e s p a id
6 5 5 0 40
R o u n d in g
A ccou n t
fo r
cu rre n cy
E x ch an ge
R a te
d iffe r e n c e s
7 0 0 0 20
R e a liz e d
D iffe r e n c e s G a in
6 5 0 0 40
R e a liz e d
E x ch an ge
R a te
D iffe r e n c e s L o s s
S t o c k P o s t in g s
S a le s
1 3 0 0 00
R aw
1 3 1 0 00
W o r k in
M a t e r ia ls
1 3 2 0 00
F in is h e d P r o d u c t s
5 0 0 5 00
S t o c k D iffe r e n c e G a in s
5 0 0 5 10
S t o c k D iffe r e n c e L o s s e s
P ro gre ss
P o s t in g s
4 0 0 0 00
D o m e s t ic R e v e n u e s A c c o u n t
4 1 0 0 00
F o r e ig n
5 0 0 0 05
R aw
C O G S
5 0 0 0 25
F in is h e d G o o d
C O G S
1 3 2 0 08
R e tu rn e d G o o d s
P u r c h a s in g
R e v e n u e s A ccou n t
M a t e r ia ls
P o s t in g s
5 0 0 5 20
E x p e n s e A c c o u n t fo r C o n s u m a b le s
2 0 8 0 40
A llo c a t io n
5 0 0 2 00
P r ic e D iffe r e n c e A c c o u n t
C o s ts (G R N I)
O th e r a c c o u n ts
6 1 5 1 00
S to c k In s u ra n c e s
5 1 0 0 00
W age s an d
1 4 4 0 80
A d v a n c e P a y m e n ts
3 4 0 0 00
R e t a in e d E a r n in g A c c o u n t
P r e v io u s ly ,
m a t e r ia ls ,
gro u p
a ll
s to c k
w o rk
in
is s u p p o s e d t o
w as
s a la r ie s
p o s te d
pro gre ss,
an d
h a v e it s o w n
o n ly
to
fin is h e d
th e
th re e
goods.
In
s to c k
th e
a c c o u n ts
fu tu r e ,
fo r
e ach
ra w
it e m
s to c k a c c o u n t.
2 1 6
S o m e t im e s , e s p e c ia lly
a
tra d e
fa ir
e a rn e d
w it h
w it h
c u s to m e rs
w h e n
p ro d u c ts
t h is
s p e c ia l
d u r in g
th a t
L ig h t & M u s ic
an d
s e r v ic e s ,
e v e n t,
e v e n t.
e v e n
H ow
L t d . s u p p lie s
th e y
if
can
w a n t to
th e y
th a t
w e re
be
b ig
k n ow
e v e n t su ch
h ow
w o r k in g
r e a liz e d
w it h
m u ch
as
th e y
fo r
d iffe r e n t
S A P
B u s in e s s
O n e ?
L ig h t & M u s ic
w a te r
an d
Ja n u a ry .
d ir e c t ly
d u r in g
m o n th
th e
in s u r e d
in s u r a n c e
L ig h t & M u s ic
accou n t
c le a r e d
L td . h a s
pay s
to
th e
L td .
a fte r
th e
v a lu a b le
p o s ts
p o s t in g
y e ar
s to c k
it s
com pan y
an d
th e
th e
a g a in s t d a m a g e
an n u al su m
e n t ir e
in v o ic e .
in s u r a n c e
in s u r a n c e
s to c k
an
su m
T h is
c o s ts
of
a c c o u n t . P le a s e
to
an
is
d e m o n s tra te
in
g r a d u a lly
p o s te d
h ow
an d
Pay m e n t
th e n
Pou n ds
fir e
Pou n ds
A dv an ce
accou n t
1 ,0 0 0
by
o f 1 2 ,0 0 0
t h is
e v e ry
can
be
h a n d le d a s e a s ily a s p o s s ib le .
M o n it o r in g
p o s t in g s
ou r
a re
liq u id it y
to
be
in v e s t m e n t s
a re
e x a m p le ,
c o n s id e r in g
w o rth
is
5 0 ,0 0 0
is
v e ry
im p o r t a n t
to
in c lu d e d
in
L ig h t & M u s ic
th e
cash
flo w
L td .
R e c u r r in g
fo r e c a s t.
F u tu re
a ls o t o b e in c lu d e d , if t h e y a r e a lr e a d y k n o w n . M r . S m it h , fo r
th e
P o u n d s . T h is
pu rch a se
car
is
to
of
be
n e w
p a id
fo r
com pan y
in
fiv e
car
m o n t h ly
n e x t
m o n th
in s t a llm e n t s
o f 1 0 ,0 0 0 P o u n d s .
5 . L o g is t ic a l B u s in e s s P r o c e s s e s
5 .1
W a re h o u s e
E v e ry
o ffic e
M a n a g e m e n t
( L o n d o n , L iv e r p o o l, G la s g o w , a n d
w h e re
it s t o r e s
r e n t a l it e m s
it e m s
n e e d
be
s e lls n e w
Th e
to
w a re h o u se
le v e ls .
o fte n
e m p lo y s
U p
sh ow
to
on ce
in
n ow ,
E v e ry
s a le s
be cau se
it e m
c o m p r is e s
h as
te m p o ra ry
W h e n
o v e r v ie w
to
be
fix e d
w o rk e rs
fiv e
D u b lin ) h a s it s o w n
w a re h o u se
it e m s . O f c o u r s e , b o t h
L ig h t & M u s ic
L td .
L td .
u s in g
of
t h e ir
v a lu a t e d
h as
S A P
s to ra g e
lo c a t io n .
o f t h e it e m
c a r r ie d
ou t
B u s in e s s
cu rre n t
w it h
r o w s o f s h e lv e s w it h
fo r p ic k in g , t h e y
s t o r a g e lo c a t io n
L ig h t & M u s ic
y e a r.
pe rm a n e n t
su ppose d
s e p a ra te d
Lon don
a n d p r in t t h e
w e ll a s
ty p e s
u s u a lly
of
o n ly
goods.
th re e
to
k e pt
as
th e
s to c k
m o v in g
th e
O n e ,
le v e l.
1 0 0 0 0 fo r a 3 x 3 m u lt i s c r e e n
on
th e
L ig h t & M u s ic
L td .
a ls o
be
a b le
v a lu a t io n
o n ly
A ll
lik e
to
p ic k lis t .
in v e n t o r y
th e y
a v e ra ge
w a r e h o u s e . T h e m u lt i s c r e e n s s h a ll b e v a lu a t e d w it h
A s
w o u ld
fiv e s h e lv e s o n
e x pe ct
pu rch a se d
p r ic e
pe r
to
h av e
goods
a re
it e m
an d
a s t a n d a r d p r ic e
o f:
2 1 7
L ig h t & M u s ic
of
e ach
L td . w a n ts
s ta n d a rd
ty p e
to
h a v e a m in im u m
(3 x 3 ,
4 x 4 ,
an d
s t o c k le v e l o f t w o m u lt i s c r e e n s
5 x 5 )
to
be
a b le
to
fu lfill s h o r t - t e r m
de m an ds.
L ig h t & M u s ic
ra n ge
th e
of
L td .
h as
p ro d u c ts .
c o r r e s p o n d in g
an
Th e y
it e m
e x t e n s iv e
w o u ld
lik e
m a s te r
s a le s
to
an d
s to re
re co rds
so
r e n t a l c a t a lo g
th e
e x is t in g
th a t th e y
c o v e r in g
c a t a lo g
can
u se
t h e ir
p ic t u r e s
th e m
in
in
p r in t e d
q u o t a t io n s .
Th e
s e ts , s o u n d
s e ts , a n d
s ta g e
s e ts
s e ll o r
re n t ch e a pe r
th a n
t h e s in g le c o m p o n e n t s .
5 .2
P u r c h a s in g
L ig h t & M u s ic
W h e n
L td .
e n t e r in g
pu rch a se s
an
o rde r,
it e m s t h a t a r e
s u p p lie d b y
L ig h t & M u s ic
L td .
ge n e ra l
p r ic e s
L ig h t & M u s ic
th e
p r ic e
in t o
th e
a re
as
s y s te m ?
To
L ig h t & M u s ic
L td .
r e g a r d in g
4 0
p ie c e s ,
th e y
ge t
t h e ir
t h e ir
lik e
fo r
p r ic e
on e
lis t s
co m pa re
h as
fr o m
s y s te m
th e
th e re
s p e c ia l
d is c o u n t
of
w ay
t h e ir
to
c o n tra c to rs .
su gge st
an d
b a s is .
to
at
t h e ir
th e
Th e
o n ly
th e
th e
d is p o s a l.
v e n do rs
c o n tra c to rs
im p o r t t h e s e
o f t h e ir v e n d o r s ,
In
se n d
se n d
E x c e l s h e e ts
L ig h t & M u s ic
L td .
t a b le .
a gre e m e n t
fo r
lis t s
y e ar
r e g u la r
p r ic e s
d is p la y s
p r ic e
c a le n d a r
on
o f a ll p r ic e lis t s in
LC D
it e m s
th e
v e n d o r s
E x c e l s h e e ts . Is
h a v e a d is p la y
th e
a ll
n e w
of
w o u ld
t h e c o n t r a c t o r a lr e a d y e n t e r e d .
v a lid
L td .
lis t s
w a n ts to
h as
m ost
th e y
m u lt i
1 0 % . W h e n
w it h
M e d ia
scre e n s.
th e y
bu y
E q u ip m e n t
W h e n
1 0 0
th e y
C o rp
bu y
p ie c e s , t h e y
5 0
ge t a
d is c o u n t o f 1 5 % .
D e p ic t t h e
t a k in g
e n t ir e
c u s to m e r
y e ar
p u r c h a s in g
pro ce ss
in
an
S A P
B u s in e s s
O n e
s c e n a r io
w h ile
in t o a c c o u n t t h e s p e c ifie d b a s ic c o n d it io n s .
fr o m
m ay
th e
a c q u ir e
d a te
of
p u r c h a s in g
is s u e .
Th e
m e m b e r s h ip , w h ic h
p u r c h a s in g
m e m be rs
a re
is
v a lid
fo r o n e
a s s ig n e d
to
m e m b e r s h ip c a t e g o r y :
G o ld
ca rd:
p o u n d s in
S ilv e r
C u s to m e rs
th a t
m ak e
pu rch ase s
of
m o re
th a n
5 0 0 0
th a t
m ak e
pu rch a se s
or
m o re
th a n
2 5 0 0
on e y e ar
C a rd:
C u s to m e r
pou n ds
S t a n d a r d C a r d : D e fa u lt v a lu e fo r a ll o t h e r c u s t o m e r s
A t t h is p o in t , t h e g o ld
A t th e
5 0
e n d
pou n ds
o f th e
o r s ilv e r c a r d a s s ig n m e n t is s t ill d o n e m a n u a lly .
m e m b e r s h ip
fo r e v e r y
1 0 0 0
m e m be r
pou n ds
h e
r e c e iv e s
or sh e
bon u s
pu rch a se d
( c r e d it m e m o ) o f
d u r in g
th e y e a r.
Th e
2 1 8
m e m be r
r e c e iv e s
pou n ds,
fo r
of 1 0 0 pou n ds.
c e r t a in
c a t a lo g
v ie w
su m
e x a m p le ,
m e m be r re a ch e s
F or
t h is
th e
2 0 0 0
o n ly
m e m be r
pou n ds
in
an
th e s e
r e a c h in g
ro u n d
r e c e iv e s
o n ly
5 0
pu rch a se s
doe s
th e
t o t a l.
pou n ds,
A t
o n ly
in v it a t io n .
m e m b e r s h ip
Th e
w it h
g o ld
an d
e m p lo y e e s
c a t e g o r ie s
in
s ilv e r c a r d s
n e e d
lis t
w it h
1 5 0 0
w h e n
t h is
m e m b e r r e c e iv e a t o t a l
T h e t o t a l b o n u s a m o u n t s h o u ld b e c a lc u la t e d b y a
o c c a s io n s , c u s t o m e r s
an d
a fte r
re po rt
s tre e t
re p o rt.
r e c e iv e
in
w h ic h
a ddre ss
s p e c ia l
th e y
can
c it y , a n d
p o s t a l ( z ip ) c o d e .
F ou r
to
w e e k s
re n e w
5 .3
b e fo r e
m e m b e r s h ip
e x p ir e s , t h e
c u s t o m e r is
to
be
r e m in d e d
T h is r e q u ir e s a s p e c ific r e p o r t .
S a le s
L ig h t & M u s ic
L t d . is s e llin g it e m s fr o m
L ig h t & M u s ic
p u n c tu a l
L td .
d e liv e r y
im p le m e n t e d . I n
to
th e
t h e m e m b e r s h ip .
be
a b le
to
w a n ts
of
th e
case
th e
o ffe r
h im
to
a ll it e m
o p t im iz e
it e m s
it e m
it e m s
an
it s
gro u ps.
s a le s .
a u t o m a t ic
c u s t o m e r d e s ir e s
th a t a re
In
o rde r
to
a v a ila b ilit y
is n o t o n
s im ila r . P le a s e
e n su re
ch e ck
th e
s h a ll
be
s to c k , th e y w a n t
sh ow
h ow
t h is
can
be
a c c o m p lis h e d .
Th e
c r e d it lim it fo r t h e ir c u s t o m e r s
e x ce e de d
w h o
is
If th e
by
u p
to
e n t e r in g
1 0 0 0
th e
d e v ia t io n
Pou n ds,
o rde r so
fr o m
th e
is
a
g e n e r a lly 2 0 , 0 0 0 P o u n d s . I f t h is lim it is
w a r n in g
th a t h e o r s h e c a n
c r e d it lim it is
s h a ll b lo c k t h e o r d e r . O n ly
is
m o re
can
to
be
g iv e n
in fo r m
th a n
th e
e m p lo y e e
t h e c u s t o m e r a b o u t it .
1 0 0 0
a ppro v e
to
P o u n d s , th e
su ch
s y s te m
a s a le s o r d e r .
T h e s a le s - p e r s o n u s u a lly r e c e iv e s a c o m m is s io n o f 5 % . C o m m is s io n s a r e p a id
ou t on ce
y e a r. H o w
can
th e
m a n a g in g
d ir e c t o r r e c e iv e
m o n t h ly
lis t in g
of
a ll s a le s c o m m is s io n s ?
Th e
s a le s
acce ss
m a n a ge r, S a ra h
to
e ach
o t h e r s
M ille r , d o e s
s a le s
n o t w a n t th e
d o c u m e n ts . O n
s a le s
e m p lo y e e s t o h a v e
th e
o th e r h a n d , S a ra h
d is p la y
th e
gro ss
p r o fit
C a lc u la t e
th e
gro ss
p r o fit
w a n ts
to
h a v e a c c e s s t o a ll s a le s d o c u m e n t s .
M ak e
su re
th e
p r o c e s s in g
th e
p r o fit d iv id e d
Th e
D u b lin
s a le s
by
s a le s
Tra de
U n t il t h e
th e
to
th a t
th e
re m o v e
an d
an y
F a ir
m ay
e x p e r ie n c e
n e w
o ffic e
in
Tra de
F a ir
th e
it e m s
L td .
d e liv e r s
D u b lin
by
lig h t s
s h o rt -te rm
is
ope n ,
it e m
w h e n
p e rc e n ta g e
an d
c u s to m e r
in fo r m s
w a re h o u se
de m an ds
L ig h t & M u s ic
c o n s ig n m e n t
fr o m
th e
pe r
as
it e m .
D u b lin
L ig h t & M u s ic
c u s to m e r,
can
d o c u m e n ts .
th e c o s ts o f th e
spe a k e rs.
s a le s
e m p lo y e e s
p r o c e s s in g .
spe a k e rs
L ig h t & M u s ic
to
pu t
to
lig h t s
L td .
in
m e an s
of
w h e n e v e r
u se .
or
h a n d le s
T h is
w a re h o u se
L td .
th e m
fo r
Th e n
th e
th e y
th e
2 1 9
c u s to m e r
r e c e iv e s
w a re h o u se
at
th e
th e
o f th e
it e m
it t o
L td .
th e y
an d
fo r
s t ill b e lo n g
gro u p
A c c e s s o r ie s
L ig h t & M u s ic
th e
in v o ic e
th e
to
tw o
p a c k in g
pack age
in
fo r
it e m s
h ow
5 .4
P r o d u c t io n
Th e
p r o d u c t io n
th e y
th e
a re
a lr e a d y
p la n n in g
P le a s e s h o w
doe s
L td .
a c c e p ts
in v o ic e s
th e
th e
d e liv e r y
c u s t o m e r s . T h is
in
th e
th e r e fo r e
th e v e n d o r to
to
o rde r
an d
L ig h t & M u s ic
pro ce ss
an
s h o u ld
ru n
S A P B u s in e s s O n e s c e n a r io in c lu d in g t h e
u p
to
s ta te d ,
1 0 0
k g
an d
fo r
it e m s
L t d . w o r k s w it h
o f m o re
L t d . c h a r g e s a fr e ig h t fe e
L ig h t & M u s ic
th a n
1 0 0
of 5 Pou n ds.
L t d . c o n s u lt s , a r c h it e c t s , a n d
fo r c o m p le x
t h e s e c o n s u lt in g s e r v ic e s c a n
b e in v o ic e d .
an d
pu rch a se
s y s te m s
b u ild in g
p r o je c ts .
M R P
o f th e
s h ip p e d
s to c k
L ig h t & M u s ic
s to re d
d e liv e r e d d ir e c t ly fr o m
t h e ir
k g . F o r e v e r y d e liv e r y L ig h t & M u s ic
e n g in e e r s
it e m s
fu n c t io n a lit y . F o r p a c k in g , L ig h t & M u s ic
ty p e s ,
F u rth e rm o re , a s
Th e
a s p o s s ib le .
D e p ic t t h e e n t ir e s a le s p r o c e s s in
an d
to
o n ly
v e n dor
it e m s
it e m s .
t h e s t o c k lis t .
a re
L td .
v e n do r. Th e
a u t o m a t ic a lly a s m u c h
p ic k in g
th e s e
t h e c o r r e c t a m o u n t in
c u s to m e rs .
fo r w a r d s
in v o ic e
c u s to m e r
m u s t a p p e a r w it h
Ite m s
an
to
m u lt i s c r e e n s
th e
n ot
c u s to m e rs .
fa ll b e lo w
th e
is d o n e c o m p le t e ly in
L ig h t & M u s ic
m in im u m
L td .
s to c k
Lon don
w a n ts
to
le v e l o f 1 0
fr o m
w h e re
e n su re
of e ach
th a t
o f th e
m u lt i s c r e e n s .
D e m o n s tra te
p r o d u c t io n
th e
of som e
o f a s p e c ia l e x t r a
5 .5
r e c e iv e s
it e m s
h av e
fo r
an y
L td .
to
be
an
dam age .
is
o p t im iz e
r e n t in g
m u lt i s c r e e n s , a s
(7 x 7 ) o rd e re d b y
th e
fr o m
in
pro pe r
Th e
e s t im a t e d
is
re tu rn e d , a n
it e m
p o in t , a ll o p e n
th ro u g h
w e ll a s
M R P
th e
an d
th e
p r o d u c t io n
a c u s to m e r.
a ll
it e m
s h o u ld
s ta te
re tu rn
an d
d a te
in v o ic e
t r a n s a c t io n s
is
gro u ps.
c o n t a in
th a t th e
h as
to
c re a te d
h av e
to
Th e
th e
c u s to m e r
n o te
th a t th e
c u s to m e r h a s
be
sav e d
fo r th e
in
to
th e
d u r a t io n
of
b e c lo s e d a n d t h e it e m
o n c e a g a in .
a lr e a d y
t h e ir
it e m s
bro u gh t ba ck
a v a ila b le
it e m
is
d e t e r m in e it s r e t u r n
To
r e c o m m e n d a t io n
r e n t a l a g r e e m e n t , w h ic h
r e n t a l. A t t h is
h a s to b e
If
s ta n d a rd
la r g e m u lt i s c r e e n
p r in t e d
s y s te m . W h e n
th e
o f th e
o rde r
R e n ta l
L ig h t & M u s ic
pay
p r o d u c t io n
d a te
re n ta l
re n te d ,
w it h
L ig h t & M u s ic
t h e h e lp
o ffe r ,
L td .
w a n ts
to
be
a b le
to
h av e
an
o f a re p o rt.
L ig h t & M u s ic
L td .
w o u ld
lik e
to
a s s e s s m e n t o f t h e r e n t a l t im e a n d r e n t a l fr e q u e n c y o f t h e r e n t a l it e m s .
2 2 0
5 .6
S e r v ic e
L ig h t & M u s ic
it e m s .
Th e
c o d e , th e
w o r k in g
ca rry
y e a r, a n d
day s
n e ce ssa ry , a
th e
L t d . o ffe r s
it e m s
fr o m
it s
c u s to m e rs
s e r ia l n u m b e r
a t w o y e a r w a r r a n t y fo r a ll t h e s o ld
w h ic h
s e q u e n t ia l n u m b e r . T h is
8 :0 0 h
t e c h n ic ia n
p r o b le m . T h e
to
to
1 7 .0 0 h
t r a v e ls
la b o r a n d
w it h in
an d
th e
is
c o m p r is e d
s ta n d a rd
doe s
n e x t 5
n ot
day s
o u t o f th e
s e r v ic e
in c lu d e
to
th e
is
it e m
lim it e d
h o lid a y s .
to
If
c u s to m e r to
fix
t r a v e l e x p e n s e s a r e fr e e o f c h a r g e , a s w e ll a s a n y
s p a re p a rts .
O f
co u rse ,
v e n dor
of
if a
it e m s
L ig h t & M u s ic
p r o d u c t is
e q u ip p e d
L td .
a ls o
w a n ts
dam age d. W h e n
w it h
s e r ia l
to
s u b m it a
L ig h t & M u s ic
n u m be rs
by
th e
w a rra n ty
c la im
L t d . r e c e iv e s
m a n u fa c tu r e r ,
to
th e
d e liv e r y
th e s e
s e r ia l
n u m b e rs m u s t b e e n te re d .
F u rth e rm o re
s p e c ific
e q u ip m e n t .
w e e k
s p a re p a rts
A s
w it h in
th a t
s e r v ic e
day . Th e
m u s t b e p a id
by
o ffe r s
an
co v e rs
w e e k e n ds
1
L td .
ow n
c o m p r e h e n s iv e
in - h o u s e
t e le p h o n e
an d
h o lid a y s )
la b o r a n d
ra n ge
su ppo rt
an d
an
of
s e r v ic e
t e c h n ic a l
fr o m
on -
tra v e l e x p e n s e s
am
s it e -
an d
th e
pack age s
to
to
1 0
pm
su ppo rt
c o s ts
a ll
by
fo r th e
th e c u s to m e r.
C o n s u ltin g
a lr e a d y
p la n n in g
h ow
T h is
( in c lu d in g
t e c h n ic ia n
5 .7
L ig h t & M u s ic
c u s to m e rs
s ta te d ,
L ig h t & M u s ic
s y s te m s
t h e s e c o n s u lt in g s e r v ic e s c a n
L td .
c o n s u lt s
fo r c o m p le x
a r c h it e c t s
b u ild in g
an d
p r o je c ts .
e n g in e e r s
in
P le a s e s h o w
b e in v o i c e d .
2 2 1
E x e r c is e s
2 2 2
N am e: ___________________________
S co re : _ _ _ _ _ _ _ _ _ _ _
S e c t io n : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
In s tr u cto r : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
D a te : _ _ _ _ _ _ _ _ _ _ _ _
E x e r c is e
T o p ic :
Q u e r ie s
O b je c t iv e :
B y
t h e e n d o f t h e s e e x e rc is e s y o u
C re a t e q u e rie s u s in g t h e Q u e ry
w ill b e
a b le
to:
W iz a rd , t h e Q u e ry G e n e ra t o r o r t h e
Q u e ry In te rfa rc e
Task :
You
n e e d a c u s t o m e r lis t w h o s e b a la n c e >
lis t w h o s e b a la n c e >
1 -1
C re a te a q u e ry
5 0 0 0
it
s o rte d
th e
C re a te
th e
a c c o rd in g
re p o rt
fo llo w in g
to
u n de r
B u s in e s s
1 -2
t h a t d is p la y s C u s t o m e r B a la n c e
in c lu d e s
th e
th e
q u e ry
th a t
a c c o rd in g
re p o rt
C re a te
code s
L is t
th e
w h ose
b a la n c e
a n d b a la n c e . T h e
re p o rt
w h o s e
an d
d is p la y
b a la n c e
is g re a t e r t h a n
re p o rt s h o u ld b e
th e
> 5 0 0 0
b a la n c e . S a v e
in
th e
c a te g o ry
P a rtn e r.
B u s in e s s
1 -3
code , n am e
c o d e . S ta rt
C u s to m e r
d is p la y s
1 0 0 0 0 it in c lu d e s t h e
s o rte d
5 0 0 0 . You n e e d a v e n dor
1 0 0 0 0 .
to
u n de r
V e n dor
B a la n c e
fo llo w in g c o d e , n a m e
th e
c o d e . S ta rt
V e n d o r
L is t
th e
re p o rt
w h o s e
w h ose
b a la n c e
a n d b a la n c e . T h e
an d
b a la n c e
d is p la y
is
th e
> 1 0 0 0 0
g re a te r th a n
re p o rt s h o u ld b e
b a la n c e . S a v e
in
th e
c a te g o ry
P a rtn e r.
re p o rt
an d
fo r
n am e s
of
d ire c t
a ll
s h ip m e n t
c u s to m e rs
a c t io n .
an d
th e
Th e
n am e s
re p o rt
of
s h o u ld
t h e ir
c o n t a in
con ta ct
F u rt h e rm o re , in c lu d e t h e b ill- t o a d d re s s e s ( s t re e t , z ip - c o d e , a n d c it y ) . T h e
s h o u ld
be
s o rte d
a c c o rd in g
u n d e r D ire c t S h ip m e n t
1 -4
C re a te
fo llo w in g
it e m
code
re p o rt
da ta :
an d
of
code
a ll
th e
an d
to
th e
n am e s
C u s t o m e r in
ope n
n am e
d e s c rip t io n , a n d
of th e
th e
q u o t a t io n s .
c u s to m e rs . S a v e
M a rk e t in g
Th e
re p o rt
s h o u ld
e m p lo y e e , c u s t o m e r c o d e
Q u o t a t io n s
in
th e
th e
t o t a l. T h e
c a te g o ry
lis t
re p o rt
sy ste m
c o n t a in
s h o u ld
t h e re c o rd s a c c o rd in g t o s a le s e m p lo y e e , c u s t o m e r, a n d it e m . S a v e
u n de r O p e n
th e
c a te g o ry .
o f s a le s
lin e
th e
p e rs o n s .
th e
an d n am e ,
s u m m a riz e
th e
re p o rt
S a le s .
2 2 3
N am e: ___________________________
S co re : _ _ _ _ _ _ _ _ _ _ _
S e c t io n : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
In s tr u cto r : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
D a te : _ _ _ _ _ _ _ _ _ _ _ _
E x e r c is e
F ie ld s a n d
T o p ic :
T a b le s
O b je c t iv e :
A t t h e c o n c lu s io n o f t h is e x e rc is e , y o u
w ill b e
a b le
to:
D e fin e y o u r o w n fie ld s .
D e fin e a lis t a v a lid v a lu e s in a u s e r - d e fin e d t a b le .
Task :
B y
d e fin in g y o u r o w n fie ld s , y o u
lik e t o d is p la y
1 -1
In t h e d e liv e ry n o t e h e a d e r, a d d
th e
of
d riv e r re s p o n s ib le
fo u r
d riv e rs
in
1 -2
y o u r s t a ff o f d riv e rs
y ou
w h ic h
A n
ch an ge s
n am e s
lin e
it e m
of an
o rd e r in
a d d it io n
o p t io n a l fie ld t o t h e
A p p ro v e r
re s p o n s ib le
o f fo u r A p p ro v e r in
fo r
th e
fie ld
B e cau se
a p p ro v e r
fro m
A n
lin e
y ou r
im p o rt a n t
as an
s ta ff
w h ic h
e x e rc is e
it e m
s h o u ld
be
fre q u e n t ly , d e fin e
1 5
of
a lis t
c h a ra c te rs
lo n g
a u s e r - d e fin e d t a b le
t h is t o y o u r fie ld fro m
y ou
of
s to re
th e
th e
e x p e c t e d d e liv e ry
to th e
a n e w
t im e
e x p e c t e d d e liv e ry
fie ld t o b e
d e liv e rin g
in
in
n am e
c u s t o m e r. D e fin e
be
e n t e re d in
d a t e . A d d t h is
o rd e r d o c u m e n ts .
lo n g a n d d is p la y e d o n ly
t a b le
th e
o f a ll y o u r d riv e rs . L in k
In t h e d e liv e ry n o t e h e a d e r, a d d
lis t
fie ld
u s e d t o in c lu d e t h e
to
n ote s.
im p o rt a n t c u s t o m e r re q u e s t s t h a t a n
th e
1 -6
th e
goods
1 -1 .
fie ld a s a n
1 -5
s to re
fie ld t o b e
th e
d e fin it io n . T h e
d e liv e ry
in
e v e ry
1 -4
fie ld
th e
B e cau se
e x e rc is e
1 -3
in
a n e w
fo r d e liv e rin g
th e
a n d d is p la y e d o n ly
c a n s p e c ify t h e in fo rm a t io n y o u w o u ld
o n a p a rt ic u la r s c re e n .
th e
d e fin it io n . T h e
d e liv e ry
to
fie ld
th e
n am e
c u s t o m e r. D e fin e
s h o u ld
be
1 5
of
a
c h a ra c te rs
n ote s.
ch an ge s
n am e s
u s e d t o in c lu d e t h e
goods
fre q u e n t ly ,
d e fin e
o f a ll y o u r d riv e rs . L in k
t h is
t o y o u r fie ld
1 -4 .
c u s to m e r re q u e s ts
of an
o rd e r in
a d d it io n
o p t io n a l fie ld t o t h e
th a t
to
an
th e
e x pe cte d Q C
e x pe cte d
by
d e liv e ry
be
e n t e re d in
e v e ry
d a t e . A d d t h is fie ld
o rd e r d o c u m e n ts .
2 2 4
N am e: ___________________________
S co re : _ _ _ _ _ _ _ _ _ _ _
S e c t io n : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
In s tr u cto r : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
D a te : _ _ _ _ _ _ _ _ _ _ _ _
E x e r c is e
T o p ic :
F o rm a tte d
O b je c t iv e :
B y
D e fin e
a q u e ry
s e a rc h
F or
e n t rie s p re v io u s ly
th e
sy ste m
th e
fie ld
th a t
C h an ge
t h is
th e
c h a n n e ls :
c u s to m e rs ,
u se
y ou
fie ld
fie ld
n am e
u se
th e
A /R
sy ste m
of th e
A /R
Jo u rn a l R e m a rk
a ccou n t, bu t
th e
n am e
1 -3
th e
Jo u rn a l
W h e n
th e
re q u ire d q u e ry
p u rc h a s e
is
docu m e n t
c re a te d ,
th e
fie ld
(p u rc h a s e
a c c o u n t d e s c rip t io n
v a ry
on e w e e k
se v e n
da te
fro m
in
o rd e r
th e
to
of
in t o
o n ly
N am e
s a le s
to
th e
p o s t in g
To
m u st be
o rd e r fo rm
da te
s a le s
th re e
c o n t a in s
Th e
e n te r
T h is
w an t
th e
sy ste m
b rin g
an d
th e
fo rm a tte d s e a rc h
S e a rc h .
G /L
th a t
to
to e n te r
th e
w o u ld
in v o ic e )
th e
e n s u re
a re fe re n c e
fie ld a n d m a k e
F o rm a tte d
con te n t
D e t a ils fie ld o f t h e
fo r a
p u rc h a s e d
accou n t
h e
p ic k e d
m a n u a lly
th e
c o rre c t
d is p la y e d a s w e ll.
is
u s u a lly
com pan y
n ot
d e liv e rs
d e fa u lt e d
a ll
it s
be cau se
p ro d u c ts
e n te rs
th e
re s u lt
in t o
th e
it
w it h in
t o it s c u s t o m e rs . C re a t e a fo rm a t t e d s e a rc h t h a t a u t o m a t ic a lly
day s
on
t ra n s a c t io n .
c o p ie s t h e
th e
fie ld .
o rd e r o r A /P
m u st
s e rv ic e ) .
o rd e r.
th e
d e fin e
Pay m e n t
c u s to m e r. Y o u
R e m a rk s
c a te g o ry
e m p lo y e e
a ccou n t th e
d e liv e ry
ty pe
th e
on
m ay
th e
in
( d e p e n d in g
Th e
In v o ic e
a ls o in t o t h e D e t a ils fie ld o f t h e jo u rn a l e n t ry . U s e
s e rv ic e
1 -4
in t o
an d
of th e
t h e n a m e o f t h e c u s t o m e r m a n u a lly in t o t h e
an d sav e
d e p e n d in g
c o p ie d a u t o m a t ic a lly fro m
a c c o rd in g ly
in v o ic e
n ot
n am e
v a lu e s
le t t e r, fa x , a n d e -m a il.
th e
it
p ro p o s e s
s a le s o rd e rs t o d o c u m e n t h o w
t ra n s a c t io n , t h e
Jo u rn a l R e m a rk
o n e - t im e
h e lp fo r a fie ld
fill fie ld s a u t o m a t ic a lly
jo u rn a l e n t ry . U s u a lly , t h e
copy
s e a rc h
m ade
R e m a rk s fie ld in
re c e iv e d .
y ou
th e
fo r
a s th e
h e lp fo r a fie ld
fie ld in t h e in v o ic e t o t h e D e t a ils fie ld o f t h e jo u rn a l e n t ry .
o n e - t im e
fro m
h e lp
e n try
to:
s e a rc h
n a m e o f o n e - t im e c u s t o m e rs s h o u ld b e
w as
W h e n
v a ria b le
s c re e n
p o s s ib le
1 -2
w it h
D e fin e
w a n t to u se
o rd e r
a b le
a lis t o f fix e d d e fa u lt v a lu e s a s t h e
Th e
You
w ill b e
D e fin e
th e N a m e
1 -1
S e a rc h
t h e e n d o f t h e s e e x e rc is e s y o u
M ak e
Task :
D e liv e ry
adds
D a te
fie ld .
2 2 5
N am e: ___________________________
S co re : _ _ _ _ _ _ _ _ _ _ _
S e c t io n : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
In s tr u cto r : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
D a te : _ _ _ _ _ _ _ _ _ _ _ _
E x e r c is e
T o p ic :
A le r t s
O b je c t iv e :
U se
M a n a g e m e n t
w ill b e
a b le
to:
p re d e fin e d a le rt s
D e fin e y o u r o w n a le rt s
Task :
s a le s m a n a g e r w a n t s t o b e
e m p lo y e e
1 -1
Th e
sy ste m
s h o u ld s e n d a n
g e n e ra t e s a q u o t a t io n
1 -1 -1
C re a te
t h is
th e
q u e ry
a docu m e n t tota l a bov e
th a t
c o n t a in s
tota l
a m ou n t,
in
5 0 0 0 .
a le rt t o t h e s a le s m a n a g e r w h e n e v e r a n
w it h
q u e ry
c u s to m e r,
S av e
in fo rm e d a u t o m a t ic a lly w h e n a n
c re a t e s a q u o t a t io n w it h a d o c u m e n t t o t a l a b o v e
an
A le rt s
th e
q u o t a t io n
an d
th e
c a te g o ry
e m p lo y e e
5 0 0 0 .
n u m b e r, th e
n am e
of
u n de r th e
th e
n am e
s a le s
n am e
of th e
e m p lo y e e .
Q u o t a t io n s
>
5 0 0 0 .
1 -1 -2
D e fin e a n a le rt w it h t h e d e fin e d q u e ry
w h e th e r
s h o u ld
q u o t a t io n
in fo rm
g re a te r
th a n
th e
u se r
m an age r
u se r
oth e r
th a n
th a t c h e c k s e v e ry
5 0 0 0
h as
in t e rn a lly
be e n
th re e
c re a te d .
(th a t
is ,
m in u t e s
Th e
th ro u g h
a le rt
S A P
B u s in e s s O n e ) .
1 -1-3
Log
on
w it h
docu m e n t
tota l
abov e
5 0 0 0 .
m an age r
R e tu rn
to
an d
c re a te
th e
u se r
q u o t a t io n
m a n a g e r.
H as
fo r a
th e
m a n a g e r re c e iv e d a n o t ific a t io n ?
2 2 6
N am e: ___________________________
S co re : _ _ _ _ _ _ _ _ _ _ _
S e c t io n : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
In s tr u cto r : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
D a te : _ _ _ _ _ _ _ _ _ _ _ _
E x e r c is e
T o p ic :
A le r t s
P ro c e d u re s
O b je c t iv e :
w ill b e
a b le
to:
S e t u p a n a p p ro v a l p ro c e d u re
Task :
You
w a n t t o u s e a p p r o v a l p r o c e d u r e s t o e n s u r e t h a t y o u d o n t l o o s e
m on e y by
fro m
2 -1
You
o ffe rin g t o o m u c h o f a d is c o u n t o r b y
c u s to m e rs w h o a re
w an t
to
im p le m e n t
a p p lie d w h e n
1 5 %
w h e n
2 -1 -1
2 -1 -2
an
a p p ro v a l
n e w
a p p ro v a l
sta ge
c a lle d
m a n a g e r a s th e
a u t h o riz in g p e rs o n
N ow
c o rre s p o n d in g
c re a te
th e n
th e
D is c o u n t .
o rd e rs
th a t
to
abov e .
be
a re
Th e
by
by
y ou
th e
by
a
t e m p la t e
a p p ro v a l
S o p h ie
to
is
o n ly
w it h
to
S m it h . S in c e
a s s ig n
s p e c ify
p ro c e d u re :
th e
sy ste m
s a le s
as
o rd e r
u se r
fo r
th e
th e
sta ge
te rm s
C h oose
th e n
in fo rm s
on
y ou
th e
sy ste m
as
th e
th a t
a n o t h e r u s e r. C o n firm
on to
S o p h ie
cu stom e r
th e
Th e
n e x t
th e
o rd e r
t im e
h as
y ou
lo g
be e n
C 1 0 0 2
th e
to
be
te rm
y o u r e n t rie s .
p a s s w o rd
th e
n e e ds
s o p h ie .
an y
it e m .
o rd e r. T h e
as
sy ste m
S o p h ie , th e
a p p ro v e d .
in fo rm s
y ou
of th e
s a le s o rd e r d ra ft a n d a p p ro v e
C a ll
u p
sy ste m
th e
in fo rm s y o u
s a le s
o rd e r
d ra ft
it .
th a t
an d
it .
w a n t t o im p le m e n t a n a p p ro v a l p ro c e d u re
e m p lo y e e
e n te rs
of
th a n
m o re
c re a te d
a re
p re d e fin e d
c o n t a in in g
docu m e n t
s a le s
o rd e rs a re
t h is m e s s a g e .
m a n a g e r. Th e
on
th e
n am e
to
y ou
th a t
tota l a m ou n t. S a v e
re q u e s t fo r a p p ro v a l. C a ll u p t h e
sav e
is
th a n
A s s ig n
th e
a p p ly
th e se
w it h
on to
Log
th a t
y o u r e n t rie s .
Log
fro m
o rd e rs
M a n a g e r.
1 5 % . S av e
sy ste m
You
S a le s
a p p ro v a l
m a n a g e r,
h av e
E n t e r a d is c o u n t o f 2 0 %
2 -2
s a le s
D is c o u n t % , a n d e n te r G re a t e r t h a n
C re a te
2 -1 -5
fo r
( u s e r). S a v e
a p p ro v a l p ro c e d u re
e n te re d
ch e ck e d
F in a lly ,
ch e ck e d
2 -1 -4
p ro c e d u re
a t t e m p t s t o g ra n t a d is c o u n t o f m o re
e n t e rs a s a le s o rd e r.
C re a te
M a x .
2 -1 -3
re lu c t a n t t o p a y .
a s a le s e m p lo y e e
h e
a c c e p t in g s a le s o rd e rs
1 .
o rig in a t o r a n d t h e
s a le s
Te st
o rd e r
y ou r
fo r a
t h a t is a p p lie d w h e n a s a le s
c u s t o m e r w h o is o n
a p p ro v a l
u se r m a n a g e r a s th e
p ro c e d u re
w it h
a d u n n in g le v e l
S o p h ie
as
th e
a p p ro v e r.
2 2 7
N am e: ___________________________
S co re : _ _ _ _ _ _ _ _ _ _ _
S e c t io n : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
In s tr u cto r : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
D a te : _ _ _ _ _ _ _ _ _ _ _ _
E x e r c is e
T o p ic :
D e s ig n in g
O b je c t iv e :
B y
th e
P r in t L a y o u t
t h e e n d o f t h e s e e x e rc is e s , y o u
w ill b e
a b le
to:
E d it t h e p rin t la y o u t o f d o c u m e n t s in S A P B u s in e s s O n e
Task :
In t h e fu t u re , q u o t a t io n s a re
You
th e com pa n y
S A P
1 -1
to be
h a v e re c e iv e d a t e m p la t e fro m
p ro c e s s e d u s in g S A P B u s in e s s O n e .
s a le s . A ft e r t h e a p p ro p ria t e
s p e c ific a t io n s a re a d d e d
B u s in e s s O n e .
E d it t h e S a le s Q u o t a t io n p rin t la y o u t in t h e S a le s A / R
1 -1 -1
ch e ck ,
t o t h e e x is t in g q u o t a t io n le t t e r in
In s e rt t h e e - m a il a d d re s s fro m
th e com pa n y
a re a :
d e t a ils in t h e h e a d e r
of th e docu m e n t.
1 -1-2
Th e
sy ste m
s h o u ld p rin t t h e t o t a ls o f a ll q u a n t it ie s in t h e q u o t a t io n
lin e it e m s a t t h e e n d o f t h e d o c u m e n t . A d d
1 -1-3
D e fin e t h e n a m e
o f t h e s a le s e m p lo y e e
a c o rre s p o n d in g fie ld .
a n d t h e fie ld la b e l in t h e
d o c u m e n t in g ra y .
1 -1-4
You
w a n t t o h id e t h e t e x t fie ld C u s t . T a x
ID
if t h e fie ld T a x
ID
i s n t
fille d .
2 2 8
N am e: ___________________________
S co re : _ _ _ _ _ _ _ _ _ _ _
S e c t io n : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
In s tr u cto r : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
D a te : _ _ _ _ _ _ _ _ _ _ _ _
E x e r c is e
T o p ic :
R e p o rt C o m p o s e r
O b je c t iv e :
w ill b e
a b le
to:
C re a t e re p o rt c o m p o s e r q u e rie s
S av e
re p o rt c o m p o s e r q u e rie s
O pe n
a n d re fre s h s t o re d re p o rt c o m p o s e r q u e rie s
P e rfo rm
d rill d o w n
in R e p o rt C o m p o s e r
P rin t re p o rt q u e rie s in R e p o rt C o m p o s e r
C o n v e rt R e p o rt C o m p o s e r re p o rt q u e rie s t o re p o rt d e fin it io n s
Task :
Th e
s a le s m a n a g e r n e e d s a s a le s re p o rt t h a t s h o w s a ll t h e s a le s
d o c u m e n ts th a t a re
s u b m it t e d t o a ll B u s in e s s P a rt n e rs d u rin g t h e firs t
s ix m o n t h s o f t h e y e a r.
1 -1
C re a t e a s a le s re p o rt q u e ry in R e p o rt C o m p o s e r .
2 2 9
1 -1 -1
In c lu d e t h e B u s in e s s P a rt n e r d im e n s io n a n d d is p la y t h e
n a m e a n d th e
g ro u p n a m e
1 -1 -2
In c lu d e t h e s a le s d o c u m e n t t y p e
d im e n s io n w it h t h e m e a s u re R o w
T o t a l a n d t h e lig h t d im e n s io n d o c u m e n t d a t e .
1 -1 -3
You
re a liz e t h a t y o u n e e d t h e B u s in e s s P a rt n e r g ro u p n a m e
b e fo re
th e
b u s in e s s p a rt n e r n a m e .
1 -1 -4
E x p a n d t h e s a le s d o c u m e n t t y p e
1 -1 -5
G ro u p th e re p o rt b y
a s c o lu m n .
b u s in e s s p a rt n e r g ro u p
n am e an d by
b u s in e s s
p a rtn e r n a m e .
1 -1 -6
A dd
th e su m
t o t a ls t o t h e re p o rt .
1 -1 -7
C h o o s e t h e firs t s ix p e rio d s o f t h e y e a r.
1 -2
S av e
y o u r re p o rt q u e ry t o d is k fo r u s e in R e p o rt C o m p o s e r
1 -3
O pe n
a n d re fre s h s t o re d re p o rt q u e rie s in R e p o rt C o m p o s e r
1 -4
D rill d o w n in R e p o rt C o m p o s e r
1 -5
P rin t re p o rt q u e rie s in R e p o rt C o m p o s e r
1 -6
C o n v e rt R e p o rt C o m p o s e r re p o rt q u e rie s t o re p o rt d e fin it io n s
2 3 0
N am e: ___________________________
S co re : _ _ _ _ _ _ _ _ _ _ _
S e c t io n : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
In s tr u cto r : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
D a te : _ _ _ _ _ _ _ _ _ _ _ _
E x e r c is e
T o p ic :
R e p o r t D e s ig n e r ( G e n e r a l E x p e n s e R e p o r t )
O b je c t iv e :
w ill b e
a b le
to:
C re a t e re p o rt d e fin it io n s in t h e R e p o rt O rg a n iz e r
C re a t e a n d e d it d a t a s e le c t io n s - ro w s , c o lu m n s , c e lls , &
S p e c ify
w h a t d a t a t o d is p la y
w o rk s h e e ts
in re p o rt s fo r s e le c t io n s m a d e , s u c h a s :
a t t rib u t e s , m e a s u re s , o r t o t a ls
R u n re p o rt d e fin it io n s
S av e
re p o rt d e fin it io n s
E x p o rt
Task :
Th e
a c c o u n t in g c le rk is t ry in g t o re c o n c ile t h e g e n e ra l e x p e n s e
a c c o u n t s , a n d a re p o rt t h a t lis t s a ll t h e g e n e ra l e x p e n s e s p e r a c c o u n t
w o u ld lig h t e n t h e w o rk
c o n s id e ra b ly . Y o u
h a v e d e c id e d t o m a k e
th e
re p o rt t o h e lp t h e a c c o u n t in g c le rk .
2 -1
C re a t e a fin a n c ia l re p o rt d e fin it io n fo r g e n e ra l e x p e n s e s in R e p o rt D e s ig n e r.
D o n o t a s s ig n a t e m p la t e
2 -1 -1
C h oose to e x pa n d
b e fo re
it ) .
R o w
2 -1 -2
D is p la y t h e c h a rt o f a c c o u n t s t o b e
2 -1 -3
D is p la y t h e a c c o u n t n u m b e r in
n e x t to th e a ccou n t code
(s o y o u h a v e ro o m
A 8
fo r a c o m p a n y
lo g o
a b le t o s e le c t t h e o p e ra t in g c o s t s .
a n d t y p e in t h e a c c o u n t n a m e
w it h in t h e s a m e
B 8
c e ll.
2 3 1
2 -1 -4
C h o o s e t o d is p la y
2 -1 -5
A dd
2 -1 -6
N am e
2 -1 -7
M ak e
a c o lu m n t o t a l u n d e r t h e ro w
a m ou n t.
t h e a c c o u n t e x p a n s io n .
a
C o lu m n S u m m a r y in C o lu m n C . M a k e
c h o o s e t h e firs t 6
2 -1 -8
th e A m o u n t.
C h o o s e c e ll A 7
a p e rio d
s e le c t io n a n d
m o n th s o f th e y e a r.
a n d e n t e r t h e t e x t a c c o u n t c o d e , in c e ll B 7
e n te r th e
te x t a ccou n t n a m e .
2 -1 -9
S av e
2 -1 -1 0 G e n e ra te R e p o rt
2 - 1 - 1 1 S a v e in E x p lo re r
2 -1 -1 2 Look
a t t h e re p o rt , c lo s e t h e w in d o w
by
c lic k in g o n t h e
in t h e u p p e r
rig h t c o rn e r.
2 -1 -1 3
C lo s e t h e re p o rt d e fin it io n .
2 - 1 - 1 4 E x p o rt t h e re p o rt d e fin it io n t o a n
E x p lo re r fo ld e r.
2 3 2
N am e: ___________________________
S co re: _ _ _ _ _ _ _ _ _ _ _
S e c t io n : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
In s tr u cto r : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
D a te : _ _ _ _ _ _ _ _ _ _ _ _
E x e r c is e
T o p ic :
R e p o r t D e s ig n e r ( P r o f it &
L o s s R e p o rt)
O b je c t iv e :
w ill b e
a b le
to:
C re a t e a n d e d it d a t a s e le c t io n s ( ro w s , c o lu m n s , c e lls , &
w o rk s h e e ts )
S p e c ify
in re p o rt s fo r s e le c t io n s m a d e
( a t t rib u t e s , m e a s u re s , t o t a ls , e t c .)
Task :
C re a t e a n d a p p ly
R u n re p o rt d e fin it io n s t o g e n e ra t e
S av e
You
p a ra m e te rs
re p o rts
re p o rt d e fin it io n s a n d fin is h e d re p o rt s
g o t a re q u e s t fro m
m a n a ge m e n t to m a k e
s ta te m e n t re p o rt. T h e y w a n t to c o m p a re
a P ro fit &
Loss
A ctu a l a n d Ye a r To
D a t e w it h
t h e b u d g e t . In a d d it io n , m a n a g e m e n t w a n t s t o d is t rib u t e p rin t o u t s
d u rin g t h e n e x t b o a rd
3 -1
C re a te
m e e t in g .
re p o rt q u e rie s in R e p o rt D e s ig n e r
3 -1 -1
C re a te a n e w
re p o rt d e fin it io n
3 -1 -2
E x pan d R o w
( y o u m ig h t n e e d s o m e
y o u lik e t o e n t e r a c o m p a n y
3 -1 -3
S e le c t a ll t h e r e v e n u e
space
o n t h e t o p o f t h e re p o rt if
lo g o )
a c c o u n ts
2 3 3
3 -1 -4
A c c o u n t C o d e
in c e ll A 8
an d A c c o u n t N a m e
in c e ll
B 8
3 -1 -5
C h o o s e a m o u n t in C e ll C 8
3 -1 -6
Ty pe
3 -1 -7
M ak e
3 -1 -8
E x p a n d th e C o s t o f s a le s
3 -1 -9
a n d B u d g e t a m o u n t in c e ll D 8
in : T o t a l S a le s in c e ll B 9
a t o t a l o f a ll t h e re v e n u e s in c e ll C 9 a n d D 9
a c c o u n t s in r o w
accou n t code
in c e ll A 1 0
1 0
an d accou n t n am e
in c e ll
B 1 0
3 - 1 - 1 0 C h o o s e A m o u n t in C e ll C 1 0 a n d B u d g e t A m o u n t in c e ll D 1 0
3 -1 -1 1 M ak e
a t o t a l o f a ll t h e c o s t o f s a le s in c e ll C 1 1
an d D 1 1
3 - 1 - 1 2 S e le c t B 1 2 a n d t y p e in : N e t I n c o m e
3 - 1 - 1 3 C h o o s e c e ll C 1 2
a n d e n t e r fo rm u la = C 9 - C 1 1
3 - 1 - 1 4 C h o o s e c e ll D 1 2
a n d e n t e r fo rm u la = D 9 - D 1 1 a n d c h o o s e e n t e r
3 -1 -1 5 M ak e
o n e p e rio d
a n d ch oose e n te r
p a r a m e t e r ( d im e n s io n ) a n d o n e b u d g e t p a ra m e t e r
( d im e n s io n )
3 -1 -1 6 M ak e
a c o lu m n s u m m a ry
in c o lu m n C
a n d c h o o s e t o e n t e r t h e p e rio d
p a ra m e te r
3 -1 -1 7 M ak e
th e sa m e ty pe
o f s e le c t io n in c o lu m n D
a s w e ll b u t in a d d it io n t o
t h e p e rio d p a ra m e t e r s e le c t t h e b u d g e t p a ra m e t e r.
3 - 1 - 1 8 C h o o s e t o d is p la y
3 -1 -1 9 C h ose to m a k e
fin a n c ia l p e rio d c o d e
a v a ria n c e c o lu m n ; C h o o s e c e ll E 8
D 8 a n d c h o o s e E n t e r, c h o o s e c e ll E 9
E n t e r, c h o o s e c e ll E 1 0
C h o o s e c e ll E 1 1
in c e ll C 7 a n d D 7
a n d e n te r = C 8 -
a n d e n te r = C 9 -D 9 a n d ch oose
a n d e n te r = C 1 0 -D 1 0 a n d c h o o s e E n te r,
a n d e n t e r = C 1 1 - D 1 1 a n d c h o o s e E n t e r, c h o o s e c e ll
E 1 2 a n d e n te r = C 1 2 -D 1 2 a n d ch oose E n te r
3 -1 -2 0 M ak e
D 6
s o m e h e a d in g s A 7
3 -1 -2 1 M ak e
th e h e a d e rs R o w
3 - 1 - 2 2 E n t e r P e rio d in c e ll C 6
3 -1 -2 3
A c c o u n t , B 7 D e s c rip t io n , C 6
A c tu a l,
B u d g e t , E 7 V a ria n c e
S a v e
3 - 1 - 2 4 S p e c ify
a n d G e n e ra te
t h e p e rio d
7 , R o w
9 an d R o w
an d bu dge t
in p e rio d
1 1
B o ld
l.
D 6
R e p o rt
v a lu e in t h e p a ra m e t e r a n d s e le c t a b u d g e t
3 - 1 - 2 5 C lo s e t h e re p o rt ( b a c k t o t h e d e fin it io n )
2 3 4
3 - 1 - 2 6 S e le c t t o m a rk
C 6
to E 1 2
C opy .
3 - 1 - 2 7 P a s t e in G 6
3 - 1 - 2 8 R e p la c e h e a d in g in
G 7 w it h A c c u m . ,
3 - 1 - 2 9 R e p la c e h e a d in g in H 7
w it h A c c u m . B u d g e t
3 -1 -3 0 M ak e
t h e w id t h o f c o lu m n
3 -1 -3 1 M ak e
s m a lle r
c o lu m n s u m m a r y in c o lu m n G , s e le c t t h e p e rio d p a ra m e t e r
b u t in t h e
S e le c t io n s s c re e n a re a c h o o s e V a lu e
C h o o s e fro m
t h e lis t Y e a r t o
D a te
3 -1 -3 2 M ak e
t h e s a m e s e le c t io n in c o lu m n H , b u t in a d d it io n t o p e rio d
p a ra m e t e r in c lu d e b u d g e t p a ra m e t e r
3 - 1 - 3 3 F o rm a t t h e n u m b e rs - c h o o s e 2 d e c im a l p la c e s a n d 1 0 0 0 s e p a ra t o r
3 -1 -3 4 S a v e
a n d G e n e r a t e , E n t e r p a ra m e t e r v a lu e , c lo s e t h e re p o rt a n d t h e
re p o rt d e fin it io n .
2 3 5
N am e: ___________________________
S co re : _ _ _ _ _ _ _ _ _ _ _
S e c t io n : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
In s tr u cto r : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
D a te : _ _ _ _ _ _ _ _ _ _ _ _
E x e r c is e
1 0
T o p ic :
R e p o r t D e s ig n e r ( C u s t o m e r R e p o r t b y I t e m s )
O b je c t iv e :
w ill b e
a b le
to:
w o rk s h e e ts )
S p e c ify
Task :
C o n c a t e n a t e 2 fie ld s t o o n e
S av e
Th e
c e ll
re p o rts
re p o rt d e fin it io n s
in v o ic in g c le rk n e e d s a re p o rt
t h a t d is p la y s a ll t h e it e m s p e r
c u s t o m e r. S h e lik e s t o u s e t h e re p o rt re la t in g t o re c o n c ilia t io n . Y o u a re
th e X L R e p o rte r e x p e rt a n d a re
4 -1
O pe n
a n e w
a s k e d to m a k e s u c h a re p o rt.
re p o rt d e fin it io n
4 -1 -1
S e le c t R o w
(to be
4 -1 -2
C h oose to e x p a n d
a b le
t o p la c e a c o m p a n y
lo g o o n t h e t o p )
a ll t h e I t e m s , d is p la y I t e m
N o . a n d D e s c rip t io n
2 3 6
4 -1 -3
A dd
th e L in e T o t a l fro m
an d m ak e
4 -1 -4
t h e S a le s m o d u le . M a k e
a t o t a l o f a ll it e m s ,
s u re y o u e n t e r T o t a l It e m s n e x t t o t h e t o t a l ( t o t h e le ft )
C re a t e p a ra m e t e rs fo r t h e C u s t o m e r ( d im e n s io n t y p e ) , D o c u m e n t
T y p e
( e x p re s s io n t y p e ) , F r o m
D a te
( lit e ra l t y p e ) a n d t h e T o
D a te
( lit e ra l t y p e )
4 -1 -5
Pu t th e C u s to m e r a n d th e D o c u m e n t T y p e
p a ra m e t e rs a t t h e d e fa u lt
le v e l o f t h e re p o rt
4 -1 -6
E n t e r t h e t w o d a t e p a ra m e t e rs in t o t h e s a m e s e le c t io n o n t h e d e fa u lt
le v e l o f t h e re p o rt - in t o T r a n s a c t io n R o w
4 -1 -7
M ak e
fie ld in t h e d e fa u lt le v e l.
a s e c t io n o n t h e t o p o f t h e re p o rt , w h e re y o u d is p la y w h a t
p a ra m e t e r v a lu e s t h e re p o rt is b a s e d o n .
4 -1 -8
4 -1 -9
S e le c t C e ll A 3
a n d t y p e in D o c u m e n t T y p e , in B 3 y o u s e le c t t h e
docu m e n t Ty pe
p a ra m e te r
C h o o s e c e ll A 4
a n d e n t e r C u s t o m e r , in
4 - 1 - 1 0 C h o o s e c e ll A 5
a n d e n te r F ro m
4 - 1 - 1 1 C h o o s e c e ll A 6
a n d e n t e r T o D a t e , in
4 -1 -1 2 S a v e
D a t e , in
B 4 y ou
s e le c t t h e B P n a m e
B 5 y o u s e le c t t h e p a ra m e t e r
B 6 y ou
s e le c t t h e p a ra m e t e r
th e re p o rt
4 -1 -1 3 G e n e ra te th e re p o rt
4 - 1 - 1 4 E n t e r p a ra m e t e r v a lu e s
4 -1 -1 5 S a v e
in a fo ld e r in y o u r E x p lo re r
2 3 7
N am e: ___________________________
S co re : _ _ _ _ _ _ _ _ _ _ _
S e c t io n : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
In s tr u cto r : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
D a te : _ _ _ _ _ _ _ _ _ _ _ _
E x e r c is e
1 1
T o p ic :
R e p o r t D e s ig n e r ( S a le s p e r C u s t o m e r )
O b je c t iv e :
w ill b e
a b le
to:
C re a t e re p o rt d e fin it io n s fro m
s c ra t c h in R e p o rt O rg a n iz e r
w o rk s h e e ts )
S p e c ify
Task :
C re a t e a n d a p p ly
p a ra m e te rs
S av e
R e c e n t ly , s a le s h a v e b e e n
n e e ds an
re p o rts
re p o rt d e fin it io n s a n d fin is h e d re p o rt s
o v e rv ie w
e m p lo y e e . Y o u
lik e a ro lle r c o a s t e r, a n d t h e s a le s m a n a g e r
t h a t d is p la y s t h e s a le s p e r c u s t o m e r fo r e a c h s a le s
a re a s k e d to m a k e
a re p o rt t h a t d is p la y s t h is k in d o f
in fo rm a t io n .
5 -1
C re a te
re p o rt d e fin it io n in R e p o rt D e s ig n e r
2 3 8
5 -1 -1
O pe n
a n e w
re p o rt d e fin it io n w it h o u t a s s ig n in g a t e m p la t e .
5 -1 -2
M ak e
a ro w
5 -1 -3
C h o o s e t o s e le c t a ll b u s in e s s p a r t n e r s , c h o o s e t o d is p la y
e x p a n s io n o n
R o w
a n d n a m e in t w o s e p a ra t e
5 -1 -4
E n te r tota l to m a k e
5 -1 -5
M ak e
B P c o d e
c e lls
a t o t a l o f a ll t h e b u s in e s s p a rt n e rs
a h e a d in g S a le s p e r c u s t o m e r b y
s a le s e m p lo y e e
(A 2 ) , u s e fo n t
1 6
5 -1 -6
M ak e
a c o lu m n t o t a l C 9
5 -1 -7
C h o o s e t o e n t e r a T o t a l A 9
5 -1 -8
M ak e
5 -1 -9
D o c u m e n t t y p e ( d im e n s io n ) , p e r io d
fiv e d iffe re n t p a ra m e t e rs :
( e x p re s s io n ) , c u s t o m e r
( e x p re s s io n ) , s a le s e m p lo y e e ( e x p re s s io n ) a n d
d o c u m e n t s ta tu s
( e x p re s s io n )
5 - 1 - 1 0 S e le c t t h e s a le s d o c u m e n t t y p e , p e r io d , d o c u m e n t s t a t u s
p a ra m e te rs
o n t h e d e fa u lt le v e l o f t h e re p o rt
5 - 1 - 1 1 R e p la c e t h e a ll c u s t o m e r s e le c t io n in ro w
8 w it h t h e p a ra m e t e r
c u s to m e r p a ra m e te r
5 -1 -1 2 M ak e
a c o lu m n e x p a n s io n in c o lu m n C
e m p lo y e e s b y
u s e o f th e p a ra m e te r
t o e x p a n d a ll t h e s a le s
to be
a b le
t o c h o o s e d iffe re n t
s a le s e m p lo y e e s
5 - 1 - 1 3 D is p la y t h e s a le s e m p lo y e e
5 -1 -1 4 You
h a v e t o d is p la y
by
n am e
in
c e ll C 8 , m a k e
th e n a m e s B o ld
t h e re s t o f t h e p a ra m e t e rs w it c h t h e re p o rt is
base d on :
5 - 1 - 1 5 C h o o s e c e ll E 3
a n d e n t e r D o c u m e n t T y p e , d is p la y
5 - 1 - 1 6 C h o o s e c e ll E 4
a n d e n t e r D o c S t a t u s , d is p la y
5 - 1 - 1 7 C h o o s e c e ll E 5
a n d e n t e r P e r io d s , d is p la y t h e p a ra m e t e r
5 -1 -1 8 S a v e
th e n a m e
th e p a ra m e te r
t h e d e fin it io n
5 -1 -1 9 G e n e ra te re p o rt
5 - 1 - 2 0 E n t e r p a ra m e t e rs v a lu e s .
5 - 1 - 2 1 S a v e t h e re p o rt in a fo ld e r in y o u r E x p lo re r
2 3 9

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C h a p te r

Task > >

C lic k E x p lo r e > >

Pack age s > >

C lic k E x p lo r e > >

Pa ck age s > >

SAP Business Clients

Requesting and Adding a License

Enter System Details

Select components for license

Microsoft Word Templates Folder

Microsoft Excel Folder

Path to Microsoft Word Templates

Microsoft Word Templates Folder

Microsoft Excel Folder

Path to Exported Microsoft Word Files

C:\Program Files\SAP\SAP Business One\WordDocs

SAP Business One Service Manager

Have all authorizations

Define Bill of Materials

Receipts from Production

Issues for Production

Business Partner Master Record

N o F ilt e rin g : T h e d o c u m e n t is a v a ila b le fo r a ll u s e rs . D a t a o w n e rs h ip is n o t

Authorizations Defined by the Organizational Hierarchy

Data Transfer Workbench Complete Vision

Data Import Wizard

SAP Business One

Data Transfer Workbench

Data Transfer Workbench

Data Import Wizard

SAP Business One

Microsoft Excel Templates

Business Partners Addresses

Business Partners Contact Persons

Data Transfer Interface

Connecting to the Database

Step 5: Run the

SAP Business One

Defining Opening Balances

I f t h e a n s w e r t o a n y o f t h e q u e s t io n s m e n t io n e d e a r lie r is " y e s " , t h e n

s h o r t c h e c k lis t fo r s im p lic it y is a s fo llo w s :

Select tables and their relations

Table fields (adjust headings, if necessary)

Define sorting (optional)

Direction (ascending order, descending order)

Define grouping (optional)

Fields according to which rows are grouped

Define conditions (optional)

[... ... ... OCRD,

t a b le s a n d fie ld s R e q u ire s le s s t a b le s a n d fie ld s

Adding User-Defined Fields

Maintain Object Data

Manage User Fields

Definition of a User-Defined Field

Title and description

Regular, Address, Phone, Text

Units and Totals

Rate, Amount, Price, Quantity, Percent, Measure

Valid values (optional): If your field is alphanumeric, you may

Define your own categories

Make the field invisible/inactive

Adding User-Defined Tables

User- defined Table