SAP AG 2003
Queries Alerts Management
Content
Queries and Alerts Management
SAP AG 2003
Create queries using the Query Wizard or the Query Generator
Use and manage predefined alerts and define your own alerts
At the conclusion of this unit, you will be able to:
Queries and Alerts Management: Unit Objectives
SAP AG 2003
The managing director wants to use the various options available with SAP Business One to create a comprehensive information system for himself and his company. The information system should also be able to create ad-hoc reports.
The purchasing manager wants to be informed automatically as soon as the stock level of an item falls below the minimum stock quantity.
Queries and Alerts Management: Business Scenario
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QueryGenerator
Tools for Creating Queries
Query Wizard
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Elements of a Query
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
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Query Wizard (1) Query Wizard
Cancel < Back Next
Query Wizard The Query Wizard is a tool which enables an easy access to the DB and an easy way of building user-defined reports.This wizard will guide you step-by-step through the definition of parameters required for a query.
1
Select tables
Select fields • Table fields • Calculation fields
Query Wizard 2
Cancel < Back
Select Tables for the report. Select the tables from which you would like to retrieve data. After choosing a table, you can choose its linked tables. These are displayed at the bottom part of the window.
Table Description ORDR OCRD
Order Business Partner
Tables related to
3
Cancel < Back Next Undo selection Select All
Select Fields & Sort Orders Select the fields which will be displayed as column titles, create sub-totals, rename fields and more. You can also define computation fields at this stage.
Query Wizard
Define grouping
Define sorting
Heading Customer/vendor Customer/vendor Group Code Total
Sort Type Group
Yes Yes Yes
Comp.
Amount
Sort OrderField
CardCode CardName GroupCode DocTotal
Table ORDR ORDR OCRD ORDR ORDR
3
Ascen AscenAscenAscenAscen
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Query Wizard (2)
Define conditions
Select relations between the tables
Generated SQL statement
4 Conditions and relations
Define the conditions for filtering the query results.In addition, you can define relations between the tables.
Query Wizard
Display Conditions Display Relations
Cancel < Back Next
Field DocDate DateDate
Condition greater smaller
Table Field/Value And/Or Table ORDR ORDR
5 Query Wizard
Cancel < Back Finish
Query Wizard completed All required information for the query has been entered. Review the SQL statement below and click Finish to execute. Summary:
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Query Generator
Execute Close Conditions
Query Generator
Name Description Select
From
Where
Sort by
Group by
Conditions Variables
Document Number Document Type Canceled Manual Numbering Printed Document Status WH Status Transfer Year Object Type Posting Date Value Date Customer/Vendor Code Customer/Vendor Name Bill To Customer/Vendor Ref. No. Tax Percentage Tax Total Tax sum (FC)
DocNum Doctype Canceled Handwritten Printed DocStatus Invnt.Status Transfered ObjType DocDate DocDueDate CardCode CardName Address NumAtCard VatPercent VatSum VatSumFC
Equal Greater Than Smaller than Greater or Equal Smaller or Equal Not equal Contains Does not contain Starts with Ends with IS NULL IS NOT NULL
Select tables and their relations
Define sorting Fields to be used
for grouping Define conditions using the display frame to the right
Type of grouping (enter manually)
Select fields Table fields by Drag&Drop Manual computation fields
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Executing and Managing Queries
Execute Cancel Reverse Table Save Open
CardName GroupCode Total CardCode Neumann Matratzen GmbH Heinz Mayer Thomas Maurer
Möbel & Mehr
C00001 C00002
C00003 C00006
Queries
Execute query again
Display query as a graph
Save in categories
Open other query
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Alerts Management
All alerts
User-defined alerts based on
queries
Who receives an alert and how? Set priorities
Specify parameters (for example max. deviation)
Select documents the system should check
Set alert to active
Specify query
Specify frequency (how often the system should execute the query)
Predefined alerts
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You are now able to:
Queries and Alerts Management: Unit Summary
Create queries using the Query Wizard or the Query Interface
Use and manage predefined alerts and define your own alerts
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