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Long Business Systems, Inc

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Presentation on theme: "Long Business Systems, Inc"— Presentation transcript:

1 Long Business Systems, Inc
Copyright 2016 LBSi * Pearl Rd., Suite 2A * Strongsville, OH 44136 Management Software Solutions We help businesses manage for success Cleveland – Columbus – Cincinnati - Pittsburgh

2 LBSi Monthly Webinar Series: November 2016 Introduction to Queries – Part 2 Presented by: Keith Taylor, Vice President LBSi Agenda: Authorizations – covered in Part 1 Query Manager – covered in Part 1 Table / Field Names – covered in Part 1 Query Wizard – partially covered in Part 1 Query Generator Query Menu Structure Tip of the Day Copyright 2016 LBSi * Pearl Rd., Suite 2A * Strongsville, OH 44136

3 Authorizations Authorizations required: Query Generator New Queries
Create / Edit Categories (Sub menus) Create/Run Saved Queries corresponding to sub menus (Full, View, None) Execute Non-select SQL Statement (Full, None) Modify SQL Statement (Full, None) Query Wizard (Full, None) Query Manager (Full, Read, None) Copyright 2016 LBSi * Pearl Rd., Suite 2A * Strongsville, OH 44136

4 Query Manager Can be used to access queries Maintenance of query menus
Add new menu options Organize menus Delete queries Query Groups for authorizations Authorization Groups noted in Menu names Copyright 2016 LBSi * Pearl Rd., Suite 2A * Strongsville, OH 44136

5 Table and Field Names Turn on System information to be able to determine table and field names (Tool Bar  View  System information) Hover over fields (not the labels) to determine table and field names. Tables – 4 digits (alpha-numeric) Marketing document table structure Purchase order – OPOR Purchase order line – POR1 (drop the first letter of OPOR and add 1) AR Invoice – OINV Invoice Line – INV1 (drop the first letter of OINV and add 1) Sales Order – ORDR Sales Order Line – RDR1 (drop the first letter of ORDR and add 1) Copyright 2016 LBSi * Pearl Rd., Suite 2A * Strongsville, OH 44136

6 Query Wizard Guides users through the process of creating a “simple” query (step 1 of 5) Select Tables (step 2 of 5) Select Fields - Can choose multiple fields at one time (step 3 of 5) Sorting Options for fields (step 3 of 5) Choose “key” fields even when not needed so that golden arrows are available Group (Y/N) [Discussed in future session] Compare Fields (Total Records, Amount, Average, Minimum, Maximum [Discussed in future session] Copyright 2016 LBSi * Pearl Rd., Suite 2A * Strongsville, OH 44136

7 Query Wizard (continued)
Display Conditions and Relations (filters in the query) (step 4 of 5) Business partner – customers only Items – certain item groups Documents – certain statuses Use of field values Use of and / Or for multiple conditions Summary step – displays query (Step 5 of 5) Copyright 2016 LBSi * Pearl Rd., Suite 2A * Strongsville, OH 44136

8 Query Wizard (continued)
Review Query Query Edit Mode Explanation of query, tables, and fields Add (NOLOCK) after table names Double click to sort on columns Saving Queries Copyright 2016 LBSi * Pearl Rd., Suite 2A * Strongsville, OH 44136

9 Query Generator Used more by intermediate users as opposed to the Query Wizard which is more for beginners Similar to Query Wizard without the wizard Same structure of building the query with the following key areas: Select: Choose the fields from the table selected Fields in bold are contained in additional tables such as the item group table in order to display the name of the item group From: Auto filled in with table name from your selection Where: Item group = certain group, business partner = customer type, etc. Copyright 2016 LBSi * Pearl Rd., Suite 2A * Strongsville, OH 44136

10 Query Generator (continued)
Sort by: Define how you want the query sorted Multiple sorts can be chosen with comma in between each field Group By: [advanced usage will be covered in later session] Execute: click to execute the query Add (NOLOCK) after table names as covered in the Query Wizard section Display is the same as if the query was generated using the Query Wizard Copyright 2016 LBSi * Pearl Rd., Suite 2A * Strongsville, OH 44136

11 Tip of the Day – Backups Has Ransomware or a hardware failure ever affected you personally or through your company? Most of you will say - yes so you know how critical your backup procedures should be. Use this opportunity at year end to verify and confirm that your backups of your critical data are working. To do so you will want to check your logs, talk to your IT server internal staff or support vendor to confirm that they are being created as often as you feel is necessary (minimum of once per day more often depending on your company requirements). Test your backups: In order to verify that your backups are working you must perform a test restore of your critical files. To test a restore of your SAP database, you could obtain a copy of the database off of one of your recent backups and restore the SAP database to a new demo or test database. Copyright 2016 LBSi * Pearl Rd., Suite 2A * Strongsville, OH 44136

12 Tip of the Day – Address Component window
Enter your addresses in each field of the address component window in order to populate the address block. All fields go to correct location in SAP and your shipping integration software Copyright 2016 LBSi * Pearl Rd., Suite 2A * Strongsville, OH 44136

13 Long Business Systems, Inc. (LBSi)
Next Meetings: Tuesday, December 13, 2016 1099 Reporting Tuesday, January 10, 2017 To be determined Copyright 2016 LBSi * Pearl Rd., Suite 2A * Strongsville, OH 44136

14 Thank you for taking time to participate in the SAP Business One User Group Meeting. Please take a few minutes to provide us with feedback and suggestions going forward. Copyright 2016 LBSi * Pearl Rd., Suite 2A * Strongsville, OH 44136 We are always looking for new clients to work with. And we would like to find more clients and partners like you – companies that are engaged, smart, and focused on their future. Can you help us out by referring LBSi to someone who could benefit from our services?

15 Thank You Contact Information: Keith Taylor, Vice President, LBSi Phone: ext. 126 Skype: Keith.Taylor.LBSi Twitter: KeithTaylorLBSi Copyright 2016 LBSi * Pearl Rd., Suite 2A * Strongsville, OH 44136

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