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EXPERT ONLINE TRAINING SEPTEMBER 24, 2019 Class Title: Addressing Unique Business Requirements and Automating Key Processes utilizing SAP Business One Queries. Instructor: Daryl Goodman [email protected]

Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

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Page 1: Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

EXPERT ONLINE TRAINING SEPTEMBER 24, 2019

Class Title:Addressing Unique Business Requirements and Automating Key Processes utilizing SAP Business One Queries.

Instructor:Daryl [email protected]

Page 2: Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

Training Objective:

EXPERT ONLINE TRAINING WWW.ACHIEVEITS.COM

Provide attendees a base understanding of SAP Business One Databases, Queries and related tools; to access specific data which can be utilized to address unique business requirements and automate key business processes.

Page 3: Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

Why Understanding SAP Business One Queries are so important?

EXPERT ONLINE TRAINING WWW.ACHIEVEITS.COM

SAP Business One contains a wealth of useful information that can help your organization make faster and more informed business decisions.

The Query tools within SAP Business One make accessing and utilizing this useful information possible for non-technical individuals.

Introduction:

Page 4: Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

Lesson Description

1 Introduction to SAP Business One Query Tools and Concepts

2 Using Queries to Develop a "Digital Assistant"

3 Building Custom Dashboards & Reports with SAP Business One Queries

4Automating the Creation of SAP Business One Pick Lists and Defining Customized Item & Bin Allocation Rules in SAP Business One with Resolv Allocations and SAP B1 Queries.

5 Developing Custom Inventory Replenishment Formulas in Resolv with SAP Business One Queries

6 Embedding Business Process Rules within EDI and 3PL Transactional Data with SAP B1 Queries

EXPERT ONLINE TRAINING WWW.ACHIEVEITS.COM

Summary of Lessons:

Page 5: Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

EXPERT ONLINE TRAINING WWW.ACHIEVEITS.COM

Accessing the Data and Understanding SAP Business One Tables• View Menu - System Information

• SAP Documentation & Sites• SDK Help File - <SAP Business One Installation Files Path>\Packages\SDK\Setup.exe• SAP Online Help - https://help.sap.com/viewer/product/SAP_BUSINESS_ONE/9.3/en-US

Introduction to SAP Business One Query Tools and Concepts

Lesson 1:

Page 6: Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

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SAP Business One Query Tools• Query Wizard – Easy to use tool that ‘guides’ users in the creation of SAP Business One Queries

• Query Generator – More comprehensive Query development tool within SAP Business One.

• Query Manager – Stores Queries in Library and Categories.

Introduction to SAP Business One Query Tools and Concepts

Lesson 1:

Page 7: Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

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Understanding Joins

Lesson 1:

https://javarevisited.blogspot.com/2013/05/difference-between-left-and-right-outer-join-sql-mysql.html

Page 8: Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

Using Queries to Develop a "Digital Assistant"

EXPERT ONLINE TRAINING WWW.ACHIEVEITS.COM

Lesson 2:

Proactive communications with Employees, Customers & Vendors and even yourself!

SAP Business One & Resolv Features Utilized in this Lesson• SAP Business One - User Defined Values (Formatted Searches)• SAP Business One - Alerts• SAP Business One - Approvals• Resolv - Data Messenger

Page 9: Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

Using Queries to Develop a "Digital Assistant"

EXPERT ONLINE TRAINING WWW.ACHIEVEITS.COM

Lesson 2:

Examples:

Improving accuracy and efficiency of Order EntrySetting Delivery Date automatically on Sales Order (Header)

Set Dimension based on Item Group (Row)

Increase customer service levels and sales Alert to Salesperson of their Customers that have not placed a Sales Order in the past 30 days.

Reduce Stock-outs, back orders Notifying Purchasing Manager of Items Below Minimum Quantity

Increase efficiencies Notify Purchasing Agent, via Alert, that GRPO arrived for Purchase Order Entered by Me.

Reduce credit risks Approval for Sales Order Entered with Payment Terms different than Customer Master record

Ensure accurate purchasing and costing Approval for Purchase Orders with Vendor not set in the Item Master Preferred Vendors field

Reduce Vendor/Item Lead Times Contact Vendor, via Email, for No PO Confirmation after 2 Days

Improve Customer Service Levels

Auto Sending Sales Order Acknowledgement to Customer via Email

Sending Customer a Text Message related to Tracking information of Delivery

Page 10: Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

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Business Process & Objective Setting Delivery Date automatically on Sales Order (Header)

SAP Business One Tables DUMMY - (DUMMY is a HANA syntax used when data is not selected from any table)

Query - User Defined Values SELECT ADD_DAYS($[$10.0.Date],3) FROM DUMMY

SAP Business One Feature SAP Business One Sales Order, User-Defined Vales (UDV) with Auto Refresh

Using Queries to Develop a "Digital Assistant"Lesson 2:

Page 11: Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

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Business Process & Objective Set Dimension based on Item Group (Row)

SAP Business One Tables OITM (Items), OITB (Item Groups)

Query - User Defined Values

SELECT CASE

WHEN T1."ItmsGrpCod" = 100 THEN 'OS01'

WHEN T1."ItmsGrpCod" =110 THEN 'OS02'

ELSE 'OS03'

END AS "Dimension 1"

FROM OITM T0

INNER JOIN OITB T1 ON T0."ItmsGrpCod" = T1."ItmsGrpCod"

WHERE T0."ItemCode" = $[$38.1.0]

SAP Business One Feature SAP Business One Sales Order (row), User-Defined Vales (UDV) with Auto Refresh

Using Queries to Develop a "Digital Assistant"Lesson 2:

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Business Process & ObjectiveNotifying Salesperson, via SAP Alert, of Customers that have not

placed a Sales Order in the past 30 days.

SAP Business One Tables ORDR (Items), OCRD (Business Partner)

Query – Alerts

SELECT DISTINCT T0."CardCode", T1."CardName", Sum(T0."DocTotal") "Lifetime Sales",

MAX(T0."DocDate") "Last Order Date"

FROM ORDR T0 INNER JOIN OCRD T1 ON T0."CardCode" = T1."CardCode"

WHERE T0."CardCode" NOT IN (SELECT DISTINCT S0."CardCode" FROM ORDR S0 WHERE

S0."DocDate" > ADD_DAYS(CURRENT_DATE, -30))

GROUP BY T0."CardCode", T1."CardName"

ORDER BY T1."CardName"

SAP Business One Feature SAP Business One Alerts Management

Using Queries to Develop a "Digital Assistant"Lesson 2:

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Business Process & Objective Notifying Purchasing Manager of Items Below Minimum Quantity

SAP Business One Tables OITW (Items - warehouse)

Query – Alerts SELECT DISTINCT 'Inventory below Minimum, Run MRP' "MRP Run Needed"

FROM OITW T0

WHERE (T0."OnHand"- T0."IsCommited"+ T0."OnOrder") - IFNULL(T0."MinStock",0) < 0

SAP Business One Feature SAP Business One Alerts Management

Using Queries to Develop a "Digital Assistant"Lesson 2:

Page 14: Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

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Business ObjectiveNotify Purchasing Agent, via Alert, that GRPO arrived for Purchase Order Entered by the

Agent.

SAP Business One Tables OPDN (Goods Receipt PO), PDN1 (Goods Receipt PO - Rows), OPOR (Purchase Order), POR1 (Purchase Order - Rows)

Query – Alerts

SELECT T2."DocNum" "PO Number", T2."CardCode" "Vendor Code", T2."CardName", T0."ItemCode", T0."Dscription", T0."Quantity"

"Received Qty", T3."DocEntry" "GRPO Key"

FROM PDN1 T0

INNER JOIN POR1 T1 ON T0."BaseType" = T1."ObjType" AND T0."BaseEntry" = T1."DocEntry" AND T0."BaseLine" = T1."LineNum"

INNER JOIN OPOR T2 ON T1."DocEntry" = T2."DocEntry"

INNER JOIN OPDN T3 ON T0."DocEntry" = T3."DocEntry"

WHERE T2."UserSign" IN ('1','6','7')

AND T3."CreateDate" = CURRENT_DATE

AND T3."CreateTS" > (HOUR(NOW()) || MINUTE(ADD_SECONDS (NOW(), -62)) || 00)

SAP Business One Feature SAP Business One Alerts Management

Using Queries to Develop a "Digital Assistant"Lesson 2:

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Business ObjectiveCreating Approval process for Sales Order Entered with Payment Terms different from the ones set

at the Customer Master record

SAP Business One Tables OCRD (Business Partners), ORDR (Sales Orders)

Query – Alerts

SELECT DISTINCT 'TRUE'

FROM OCRD T0 WHERE

T0."CardCode" = $[ORDR.CardCode]

AND

T0."GroupNum" <> $[ORDR.GroupNum]

SAP Business One Feature SAP Business One Sales Order, SAP Business One Approval Templates – Terms tab: Terms Based on User Queries

Using Queries to Develop a "Digital Assistant"Lesson 2:

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Business ObjectiveCreating an Approval process for Purchase Orders entered to a Vendor not seen in the Item Master Preferred Vendors

field

SAP Business One Tables OPOR (Purchase Order), ITM2 (Items - Multiple Preferred Vendors)

Query – AlertsSELECT DISTINCT 'TRUE' FROM OPOR T0 WHERE $[$4.0.0] NOT IN (SELECT T0."VendorCode" FROM ITM2 T0 WHERE

T0."ItemCode" = $[$38.1.0])

SAP Business One Feature SAP Business One Purchase Order, SAP Business One Approval Templates – Terms tab: Terms Based on User Queries

Using Queries to Develop a "Digital Assistant"Lesson 2:

Page 17: Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

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Business Process & Objective Contact Vendor, via Email, for No PO Confirmation after 2 Days

SAP Business One Tables OHEM (Employees), OSLP (Sales Employee), OPOR (Purchase Order), POR1 (Purchase Order - Rows), OUSR (Users)

Query

SELECT T0."DocNum", T0."CardCode" "Vendor", T0."CardName" "Name", T0."DocDate", T0."DocDueDate",

T0."NumAtCard" "Vendor Ref. No.", T2."SlpName" "Buyer", T3."lastName" || ', ' || T3."firstName" "Owner",

T4."U_NAME" "Entered By", T1."VisOrder" + 1 "Line", T1."ItemCode", T1."Dscription", T1."Quantity", T1."ShipDate",

T1."WhsCode"

FROM OPOR T0 INNER JOIN POR1 T1 ON T0."DocEntry" = T1."DocEntry" LEFT OUTER JOIN OSLP T2 ON T0."SlpCode" =

T2."SlpCode" LEFT OUTER JOIN OHEM T3 ON T0."OwnerCode" = T3."empID" INNER JOIN OUSR T4 ON T0."UserSign" =

T4."USERID"

WHERE T0."DocDate" < ADD_DAYS(CURRENT_DATE,-2)

AND IFNULL(T0."NumAtCard",'') = ''

AND T0."DocStatus" ='O’

AND T1."LineStatus" ='O'

Resolv for SAP B1 Feature Resolv Data Messenger - Query Message Type, Dynamic Recipients, Group By message separation

Using Queries to Develop a "Digital Assistant"Lesson 2:

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Business Process & Objective Auto Sending Sales Order Acknowledgement to Customer via Email

SAP Business One Tables ORDR (Sales Order), OCRD (Business Partner), OSLP (Sales Employee), OHEM (Employee), OCPR (Contact Persons)

Query

SELECT T0."DocEntry" As "DocEntry",T0."DocNum" As "DocumentNumber",T0."DocStatus" As

"DocumentStatus",T0."CardCode" As "BPCode",T0."CntctCode" As "ContactCode",T0."DocDate" As

"DocumentDate",T0."DocDueDate" As "DocumentDueDate",T0."DocTotal" As "DocumentTotal",T0."SlpCode" as

"SlpCode",T3."SlpName" as "Slp Name",T2."CardName" As "BPName",T2."Address" As "Address",T2."City" As

"City",T2."State1" As "State",T2."ZipCode" As "ZipCode",T2."Balance" As "BPBalance",T4."firstName" As

"EmployeeFirstName",T4."lastName" As "EmployeeLastName",T4."jobTitle" As "EmployeeTitle",T4."email" As

"EmployeeEmail",T5."Name" as "ContactName",T5."E_MailL" as "ContactEmail"

FROM ORDR T0 LEFT JOIN OCRD T2 ON T0."CardCode"= T2."CardCode"LEFT JOIN OSLP T3 ON T0."SlpCode"=

T3."SlpCode"LEFT JOIN OHEM T4 ON T0."OwnerCode"= T4."empID"LEFT JOIN OCPR T5 ON T0."CntctCode"=

T5."CntctCode“

WHERE T0."DocEntry"= @DocKey

Resolv for SAP B1 FeatureResolv Data Messenger – Transactional Message type, Dynamic Subject and body, HTML formatting,

Conditional suppression based on query.

Using Queries to Develop a "Digital Assistant"Lesson 2:

Page 19: Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

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Business Process & Objective Sending Customer a Text Message related to Tracking information of Delivery

SAP Business One Tables ODLN (Delivery), OCRD (Business Partner), OCPR (Contact Persons), DLN1 (Delivery row)

Query

SELECT DISTINCT T0."DocNum", T0."TrackNo", CASE WHEN IFNULL( T2."Name",'') ='' THEN T0."CardName" ELSE T2."Name" END as

"Name", T0."NumAtCard", CASE WHEN IFNULL(T2."Cellolar", '')='' THEN T1."Cellular" ELSE T2."Cellolar" END as "TextNumber",

T3."BaseRef" "Sales Order No."

FROM ODLN T0

INNER JOIN OCRD T1 ON T0."CardCode" = T1."CardCode"

LEFT OUTER JOIN OCPR T2 ON T0."CntctCode" = T2."CntctCode"

INNER JOIN DLN1 T3 ON T0."DocEntry" = T3."DocEntry"

WHERE IFNULL(T0."TrackNo",'') <> ''

AND IFNULL(CASE WHEN IFNULL(T2."Cellolar", '')='' THEN T1."Cellular" ELSE T2."Cellolar" END,'') <> ''

AND T0."DocEntry" = @DocKey

Resolv for SAP B1 Feature Resolv Data Messenger – Transactional Message – SMS (Text message) Delivery

Using Queries to Develop a "Digital Assistant"Lesson 2:

Page 20: Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

Building Custom Dashboards & Reports with SAP Business One Queries

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u

Lesson 3:

Once you have developed Queries, they can be utilized in several Report Writing and Analytics tools for SAP Business One

SAP Business One & Resolv Features Utilized in this Lesson• SAP Business One – Crystal Reports• SAP Business One – Interactive Analysis• SAP Business One – Pervasive Analytics• Resolv – Query & Report Launcher• SAP Analytics

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Examples:

Tools to reduce dead stock Visualization of Items with No Inventory Committed Quantity

Manage Labor and Warehouse Space Planning for In-bound Containers Arriving this Month

Improve SalesUsing Queries develop a KPI for Sales Analysis

Using Queries to add Sales Analysis to the SAP B1 Dashboard

Faster decision making Using Queries to obtain a report on the Freight Carrier used for Item & Ship To

Reduce Costs, Customer Service Issues, Quality

Using queries to obtain a report the Return History for an Item

Building Custom Dashboards & Reports with SAP Business One QueriesLesson 3:

Page 22: Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

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Business Process & Objective Visualization of Items with No Inventory Committed Quantity

SAP Business One Tables OITM (Items)

Query - User Defined ValuesSELECT T0."ItemCode", T0."ItemName", T0."OnHand" FROM OITM T0 WHERE

T0."IsCommited" = 0 ORDER BY T0."OnHand" DESC

SAP Business One Feature SAP Business One – Cockpit Count Widget

Building Custom Dashboards & Reports with SAP Business One QueriesLesson 3:

Page 23: Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

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Business Process & Objective Planning for In-bound Containers Arriving this Month

Resolv TablesAIS_CM_ CON3 (Resolv Container Details Main)

AIS_CM_CONH (Resolv Container Header)

Query - User Defined Values

SELECT T1."U_ShpRqNm", T1."U_ShpVia", T1."U_EstArvDt", T0."U_CntrNum",

T0."U_CntrTyp", T0."U_TrckNo", T0."U_CntSrlNo", T0."U_SealNo"

FROM "@AIS_CM_CON3" T0

INNER JOIN "@AIS_CM_CONH" T1 ON T0."U_ShpRqNm" = T1."U_ShpRqNm"

WHERE MONTH(T1."U_EstArvDt") = MONTH(CURRENT_DATE)

Resolv for SAP B1 Feature SAP Business One – Cockpit Count Widget, Resolv Container Management

Building Custom Dashboards & Reports with SAP Business One QueriesLesson 3:

Page 24: Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

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Business Process & Objective Using Queries to develop a KPI for Sales Analysis

SAP Business One TablesOSHP (Delivery Types), ORDR (Sales Orders), RDR1 (Sales Order row)

OCRD (Business partners), OCRG (Group Code)

Query - User Defined Values

SELECT T0."DocNum", T0."DocDate", T0."CardCode", T0."CardName", T1."ItemCode",

T1."LineTotal", T3."GroupName", T4."TrnspName"

FROM ORDR T0

INNER JOIN RDR1 T1 ON T0."DocEntry" = T1."DocEntry"

INNER JOIN OCRD T2 ON T0."CardCode" = T2."CardCode"

INNER JOIN OCRG T3 ON T2."GroupCode" = T3."GroupCode"

LEFT OUTER JOIN OSHP T4 ON T0."TrnspCode" = T4."TrnspCode"

SAP Business One FeatureSAP Business One Query Generator, SAP Business One Pervasive Analytics, SAP Business

One Cockpit KPI Widget

Building Custom Dashboards & Reports with SAP Business One QueriesLesson 3:

Page 25: Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

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Business Process & Objective Using Queries to add Sales Analysis to the SAP B1 Dashboard

SAP Business One TablesOSHP (Delivery Types), ORDR (Sales Orders), RDR1 (Sales Order row),

OCRD (Business Partners), OCRG (Group Code)

Query - User Defined Values

SELECT T0."DocNum", T0."DocDate", T0."CardCode", T0."CardName", T1."ItemCode",

T1."LineTotal", T3."GroupName", T4."TrnspName"

FROM ORDR T0

INNER JOIN RDR1 T1 ON T0."DocEntry" = T1."DocEntry"

INNER JOIN OCRD T2 ON T0."CardCode" = T2."CardCode"

INNER JOIN OCRG T3 ON T2."GroupCode" = T3."GroupCode"

LEFT OUTER JOIN OSHP T4 ON T0."TrnspCode" = T4."TrnspCode"

SAP Business One FeatureSAP Business One Query Generator, SAP Business One Pervasive Analytics, SAP Business

One Cockpit Dashboard Widget

Building Custom Dashboards & Reports with SAP Business One QueriesLesson 3:

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Business Process & ObjectiveUsing queries to obtain a report on the Freight Carrier used for Item

& Ship To

SAP Business One Tables OSHP (Delivery Types), ORDR (Sales Orders), RDR1 (Sales Order row)

Query - User Defined Values

SELECT Distinct T2."TrnspName" FROM RDR1 T0

INNER JOIN ORDR T1 ON T0."DocEntry" = T1."DocEntry" INNER JOIN OSHP T2 ON

T0."TrnsCode" = T2."TrnspCode" WHERE T1."CardCode" = $[ORDR.CardCode]

AND

T0."ShipToCode" = $[RDR1.ShipToCode]

AND

T0."ItemCode" = $[RDR1.ItemCode]

Resolv for SAP B1 Feature SAP Business One Sales Order, Resolv Query Launcher

Building Custom Dashboards & Reports with SAP Business One QueriesLesson 3:

Page 27: Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

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Business Process & Objective Using queries to obtain a report the Return History for an Item

SAP Business One Tables RDN1 (Returns rows), ORDN (Returns), ORER (Return Reason), OREA (Return Action),

Query - User Defined Values

SELECT T1."DocDate", T1."DocNum", T1."CardCode", T1."CardName", T0."Quantity",

T2."Reason", T3."Action"

FROM RDN1 T0 INNER JOIN ORDN T1 ON T0."DocEntry" = T1."DocEntry"

LEFT OUTER JOIN ORER T2 ON T2."AbsEntry"= T0."ReturnAct"

LEFT OUTER JOIN OREA T3 ON T3."AbsEntry"= T0."ReturnRsn"

WHERE T0."ItemCode" =$[$38.1.0]

Resolv for SAP B1 Feature Resolv Query Launcher

Building Custom Dashboards & Reports with SAP Business One QueriesLesson 3:

Page 28: Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

Automating the Creation of SAP Business One Pick Lists and Defining Customized Item & Bin Allocation Rules in SAP Business One with Resolv Allocations and SAP B1 Queries.

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Lesson 4:

Once you have developed Queries, they can be utilized to personalize and automate the creation of SAP Business One Pick Lists.

SAP Business One & Resolv Features Utilized in this Lesson• SAP Business One – Pick List• Resolv – Advanced Allocations

Page 29: Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

Automating the Creation of SAP Business One Pick Lists and Defining Customized Item & Bin Allocation Rules in SAP Business One with Resolv Allocations and SAP B1 Queries.

EXPERT ONLINE TRAINING WWW.ACHIEVEITS.COM

Lesson 4:

Examples:

Increase customer service levels and manage warehouse & logistics resources.

Auto Release Amazon Orders

Single Item – Single Unit

Ship Complete Sales Order

Page 30: Addressing Unique Business Requirements and Automating …Resolv for SAP B1 Feature Resolv Data Messenger –Transactional Message –SMS (Text message) Delivery Using Queries to Develop

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Business Process & Objective Auto Releasing Amazon Sales Orders

SAP Business One TablesORDR (Sales Order), RDR1 (Sales Order - Rows), OUSR (Users), OSHP (Delivery Types), PKL1 (Pick List

- Rows)

Resolv for SAP B1 Feature Resolv Advanced Allocations

Lesson 4:

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Query

SELECT 'Picker 1' AS "Name",IFNULL(OUSR."U_NAME",'') AS "Owner Code",ORDR."DocDate" AS "Pick Date", ORDR."Comments" AS "Remarks",'Y' AS "Inventory UoM",ORDR."DocEntry" AS "Order Entry",ORDR."DocNum" AS "Doc No",RDR1."LineNum" AS "Order Row ID",RDR1."OpenInvQty" - SUM(IFNULL(PKL1."PrevReleas",0)) AS "Released Quantity",ORDR."ObjType" AS "Base Object Type",RDR1."ItemCode" AS "Item No."

FROM ORDRLEFT JOIN RDR1 ON RDR1."DocEntry" = ORDR."DocEntry"LEFT JOIN OUSR ON OUSR."USERID" = ORDR."UserSign"LEFT JOIN OSHP ON OSHP."TrnspCode" = ORDR."TrnspCode"LEFT OUTER JOIN PKL1 ON PKL1."BaseObject" = ORDR."ObjType" AND PKL1."OrderEntry" = ORDR."DocEntry" AND PKL1."OrderLine"= RDR1."LineNum" AND PKL1."PickStatus" NOT IN ('C')

WHERE ORDR."Confirmed" = 'Y' AND ORDR."DocStatus" = 'O'

AND ORDR."CardCode" = 'C0002' -- Amazon

GROUP BY 1,OUSR."U_NAME",ORDR."DocDate",ORDR."Comments",5,ORDR."DocEntry",ORDR."DocNum",RDR1."LineNum",RDR1."OpenInvQty",ORDR."ObjType",RDR1."ItemCode"

HAVING RDR1."OpenInvQty" - SUM(IFNULL(PKL1."PrevReleas",0)) > 0

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Business Process & Objective Single Item – Single Unit

SAP Business One TablesORDR (Sales Order), RDR1 (Sales Order - Rows), OUSR (Users), OSHP (Delivery Types),

PKL1 (Pick List - Rows)

Resolv for SAP B1 Feature Resolv Advanced Allocations

Lesson 4:

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Query

SELECT 'Picker 1' AS "Name",IFNULL(OUSR."U_NAME",'') AS "Owner Code",ORDR."DocDate" AS "Pick Date", ORDR."Comments" AS "Remarks",'Y' AS "Inventory UoM",ORDR."DocEntry" AS "Order Entry",ORDR."DocNum" AS "Doc No",RDR1."LineNum" AS "Order Row ID",RDR1."OpenInvQty" - SUM(IFNULL(PKL1."PrevReleas",0)) AS "Released Quantity",ORDR."ObjType" AS "Base Object Type",RDR1."ItemCode" AS "Item No."

FROM ORDRLEFT JOIN RDR1 ON RDR1."DocEntry" = ORDR."DocEntry"LEFT JOIN OUSR ON OUSR."USERID" = ORDR."UserSign"LEFT JOIN OSHP ON OSHP."TrnspCode" = ORDR."TrnspCode"LEFT OUTER JOIN PKL1 ON PKL1."BaseObject" = ORDR."ObjType" AND PKL1."OrderEntry" = ORDR."DocEntry" AND PKL1."OrderLine"= RDR1."LineNum" AND PKL1."PickStatus" NOT IN ('C')

WHERE ORDR."Confirmed" = 'Y' AND ORDR."DocStatus" = 'O'

AND ORDR."DocEntry" IN (SELECT S0."DocEntry" FROM RDR1 S0 WHERE S0."LineStatus" ='O' GROUP BY S0."DocEntry" HAVING COUNT ( S0."LineNum" ) = 1)

GROUP BY 1,OUSR."U_NAME",ORDR."DocDate",ORDR."Comments",5,ORDR."DocEntry",ORDR."DocNum",RDR1."LineNum",RDR1."OpenInvQty",ORDR."ObjType",RDR1."ItemCode"

HAVING RDR1."OpenInvQty" - SUM(IFNULL(PKL1."PrevReleas",0)) = 1

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Business Process & Objective Ship Complete Sales Order

SAP Business One TablesORDR (Sales Order), RDR1 (Sales Order - Rows), OUSR (Users), OSHP (Delivery Types), PKL1 (Pick List

- Rows)

Resolv for SAP B1 Feature Resolv Advanced Allocations

Lesson 4:

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Query

SELECT 'Picker 1' AS "Name",IFNULL(OUSR."U_NAME",'') AS "Owner Code",ORDR."DocDate" AS "Pick Date", ORDR."Comments" AS "Remarks",'Y' AS "Inventory UoM",ORDR."DocEntry" AS "Order Entry",ORDR."DocNum" AS "Doc No",RDR1."LineNum" AS "Order Row ID",RDR1."OpenInvQty" - SUM(IFNULL(PKL1."PrevReleas",0)) AS "Released Quantity",ORDR."ObjType" AS "Base Object Type",RDR1."ItemCode" AS "Item No."

FROM ORDRLEFT JOIN RDR1 ON RDR1."DocEntry" = ORDR."DocEntry"LEFT JOIN OUSR ON OUSR."USERID" = ORDR."UserSign"LEFT JOIN OSHP ON OSHP."TrnspCode" = ORDR."TrnspCode"LEFT OUTER JOIN PKL1 ON PKL1."BaseObject" = ORDR."ObjType" AND PKL1."OrderEntry" = ORDR."DocEntry" AND PKL1."OrderLine"= RDR1."LineNum" AND PKL1."PickStatus" NOT IN ('C')

WHERE ORDR."Confirmed" = 'Y' AND ORDR."DocStatus" = 'O'

AND ORDR."PartSupply" = 'N' -- Ship Complete

GROUP BY 1,OUSR."U_NAME",ORDR."DocDate",ORDR."Comments",5,ORDR."DocEntry",ORDR."DocNum",RDR1."LineNum",RDR1."OpenInvQty",ORDR."ObjType",RDR1."ItemCode"

HAVING RDR1."OpenInvQty" - SUM(IFNULL(PKL1."PrevReleas",0)) > 0

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Developing Custom Inventory Replenishment Formulas in Resolv with SAP Business One Queries

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Lesson 5:

Once you have developed Queries, they can be utilized as custom replenishment formula within ResolvInventory Planning.

SAP Business One & Resolv Features Utilized in this Lesson• Resolv – Inventory Planning

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Embedding Business Process Rules within EDI and 3PL Transactional Data with SAP B1 Queries

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Lesson 6:

Drive efficiencies and reduce errors & order processing cycle time.

SAP Business One & Resolv Features Utilized in this Lesson• Resolv – EDI• Resolv – 3PL

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Examples:

Increase efficiency of EDI process, reduce manual manipulation of transactions, reduce errors and time to completion.

Developing customized business processing rules, based on specific information or conditions within

outbound data exchanges with Resolv EDI

Developing customized business processing rules, based on specific information or conditions for

Web Orders; Setting Freight Terms based on a UDF HEADER

Developing customized business processing rules, based on specific information or conditions for

Web Orders; Setting Freight Terms for Free Freight based on Ship To Code HEADER

Custom Rules in 3PL Data

Developing customized business processing rules, based on specific information or conditions for

Web Orders; Setting Third Party Freight based on Carrier Code HEADER

Developing customized business processing rules, based on specific information or conditions for

Web Orders; Updating Country of Origin UDF based on Item ROW

Lesson 6:Embedding Business Process Rules within EDI and 3PL Transactional Data with SAP B1 Queries

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Business Process & Objective

Developing customized business processing rules, based on specific

information or conditions within outbound data exchanges with

Resolv EDI

SAP Business One Tables OSLP (Sales Employee), OINV (A/R Invoice)

Query - User Defined Values(SELECT T1."SlpName" FROM OINV LEFT JOIN OSLP T1 ON T1."SlpCode" =

OINV."SlpCode" WHERE OINV."DocNum" = {DocNum})

Resolv for SAP B1 Feature Resolv EDI Export Configuration Document Type A/R Invoices

Lesson 6:Embedding Business Process Rules within EDI and 3PL Transactional Data with SAP B1 Queries

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Business Process & Objective

Developing customized business processing rules, based on specific

information or conditions for Web Orders; Setting Freight Terms based

on a UDF on the Sales Order Header

SAP Business One Tables ORDR (Sales Orders), OCRD (Business Partner)

Query - User Defined Values

UPDATE ORDR

SET ORDR."U_AISShipProf"=(SELECT OCRD."U_AISShipProf" FROM OCRD WHERE OCRD."CardCode" =

ORDR."CardCode")

WHERE "DocEntry" = '{ImportDocEntry}'

Resolv Feature Resolv EDI Customer Configuration -SQL Commands - Header SQL Commands

Lesson 6:

Important Note: An UPDATE in a query is not supported by SAP for “Standard” fields and tables. Please only use with User Defined Fields to ensure support from SAP.

Embedding Business Process Rules within EDI and 3PL Transactional Data with SAP B1 Queries

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Business Process & ObjectiveDeveloping customized business processing rules, based on specific

information or conditions for Web Orders; Updating Country of Origin UDF

based on Item ROW

SAP Business One Tables RDR1 (Sales Order rows), OITM (Items)

Query - User Defined ValuesUPDATE RDR1 SET "U_CountryOrg" = (SELECT OITM."U_CountryOrg" FROM OITM WHERE

OITM."ItemCode" = RDR1."ItemCode") WHERE "DocEntry" = '{ImportDocEntry}'

Resolv for SAP B1 Feature Resolv EDI Customer Configuration -SQL Commands - Line SQL Commands

Lesson 6:

Important Note: An UPDATE in a query is not supported by SAP for “Standard” fields and tables. Please only use with User Defined Fields to ensure support from SAP.

Embedding Business Process Rules within EDI and 3PL Transactional Data with SAP B1 Queries

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Business Process & Objective Custom Business Rules to limit records sent in 3PL Data

SAP Business One Tables OCRD (Business Partner)

Query - User Defined Values (OCRD."CardType" <> 'L')

Resolv Feature Resolv 3PL Export Configuration – Where Clause

Lesson 6:Embedding Business Process Rules within EDI and 3PL Transactional Data with SAP B1 Queries

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Business Process & Objective Custom Business Rules to replace the values sent in 3PL Data

SAP Business One Tables OCRD (Business Partner), OSLP (Sales Employee)

Query - User Defined ValuesSELECT T1."SlpName" FROM OCRD T0 LEFT OUTER JOIN OSLP T1 ON T0."SlpCode" = T1."SlpCode" WHERE T0."CardCode" = OCRD."CardCode"

Resolv Feature Resolv 3PL Export Configuration – HANA (SQL) Function/Formula

Lesson 6:Embedding Business Process Rules within EDI and 3PL Transactional Data with SAP B1 Queries

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Business Process & Objective Custom Business Rules to replace the values received from 3PL Data

SAP Business One Tables DUMMY (DUMMY is a HANA syntax used when data is not selected from any table)

Query - User Defined Values SELECT ADD_DAYS(NOW(),4) FROM DUMMY

Resolv Feature Resolv 3PL Import Configuration – HANA (SQL) Function/Formula

Lesson 6:Embedding Business Process Rules within EDI and 3PL Transactional Data with SAP B1 Queries

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Question and Answer

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Next Expert Online Training Session

Wednesday, October 23, 2019

Understanding SAP Business One Costing & Pricing and

Resolv Advanced Customer Pricing