![]() The portal offers the flexibility and tools to do the work where and when they need to. LEFT JOIN dbo.JDT1 T2 ON T2.ShortName = T0.CardCode AND Year(T2.ĭuedate) = 2018 AND T2. The Employee Portal puts your employees in the driver’s seat with a real-time, web-based solution that’s seamlessly integrated with SAP Business One. LEFT JOIN dbo.JDT1 T1 ON T1.ShortName = T0.CardCode AND Year(T1.ĭuedate) = 2017 AND T1.TransType in ('13','14') (SUM(T2.Debit) - sum(T2.Credit)) AS '2018', Schema: ERP EHP7 6.0 Business One 9.3 Business One 9.2 Business One 9.1 Business One 9.0 Business One 8.82 Business One 8.81 Business One 8. Enter the productive participant identifier in the Identifier value and choose the SMK Peppol option from the SML to use. If the participant identifier from step 1 is a productive identifier, for example a real VAT ID, then access the Participant Information page. Why pull transaction details from the General Ledger?Īll transactions end up in the General Ledger, so it is the most reliable source for queries where you want to ensure the numbers are accurate. Request your business partner to provide you their test participant information. Customers running SAP Business One version for SAP HANA, should refer to this post on the differences between SQL Server and HANA.This data is being pulled from the Journal Entry tables in SAP Business One, which are part of the General Ledger.My query was written using sample data and is designed to compare data from 2017 with 2016, so you will likely want to edit the years to meet your requirements.You can use this query with the built-in SAP Business One Query Tools. ![]() To help you get started, I have drafted the sample query below. Using a Query to Access Your SAP Business One Data From there, you can visualize and analyze the data using Microsoft Excel or Power BI, SAP Analytics solutions, or other solutions like Tableau. This fundamental analysis of whether sales are trending up or down is often the starting point for discovering important insights that shape your path forward.įor SAP Business One customers running on Microsoft SQL Server, the easiest way to begin this analysis is to extract the relevant data through a SQL query. ![]() For many businesses, one of the foremost reporting needs is to measure monthly sales throughout the year and compare those results to the previous year. ![]()
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