Remarks info from marketing document to journal

Hi All
I need a solution for displaying the remarks info from marketing documents in the journal entry.
Regards
Bongani

Hi,
To achieve this you have to use SP , You may try this:
-- FOR SALES A/R INVOICE JE
IF @object_type = '15' AND (@transaction_type = 'A' OR @transaction_type = 'U')
BEGIN
     UPDATE OJDT
     SET U_BD_Remarks = (SELECT Comments FROM ODLN WHERE DocEntry = @list_of_cols_val_tab_del)
     WHERE TransID = (SELECT TransId FROM ODLN WHERE DocEntry = @list_of_cols_val_tab_del)
END
U_BD_Remarks, UDF in my case.
For every other document you have to change the code accordingly.
Thanks
Ashutosh T

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How to update UDF from marketing documents to Journal Entry UDF

Hi Experts,
I have a UDF in the marketing documents and I want to save the value to Journal Entry UDF.
Regards,
Jummie

Hello Jummie,
If I understand correctly, the scenario is that copy the value of UDF from marketing document to the UDF its target JE from when the marketing document is created.
if so, just listen to FormDataAdd Event for the marketing document, copy the value of udf when document is created.
Here is the sample code.
Private Sub FormDataEventHandler( _
    ByRef BusinessObjectInfo As SAPbouiCOM.BusinessObjectInfo, _
    ByRef BubbleEvent As Boolean) Handles oApp.FormDataEvent
        'You may add the target documents, 133 - A/R invoice.
        'Before action = true, start the transation
        If BusinessObjectInfo.FormTypeEx = "133" _
                And BusinessObjectInfo.EventType = SAPbouiCOM.BoEventTypes.et_FORM_DATA_ADD _
                And BusinessObjectInfo.BeforeAction = True Then
            oCompany.StartTransaction()
            'BubbleEvent = False
        End If
        'Before Action = false,
        'Update product item tree
        'Succeed, commit, otherwise rollback
        If BusinessObjectInfo.FormTypeEx = "133" _
        And (BusinessObjectInfo.EventType = SAPbouiCOM.BoEventTypes.et_FORM_DATA_ADD) Then
            If BusinessObjectInfo.BeforeAction = False And BusinessObjectInfo.ActionSuccess Then
                Dim objectKey As String = String.Empty
                oCompany.GetNewObjectCode(objectKey)
                MsgBox(BusinessObjectInfo.Type)
                Dim oInvoice As SAPbobsCOM.Documents = Nothing
                oInvoice = oCompany.GetBusinessObject(SAPbobsCOM.BoObjectTypes.oInvoices)
                If oInvoice.GetByKey(CInt(objectKey)) Then
                    'Retrieve the UDF value in documents
                    Dim udfValueInDoc As String = oInvoice.UserFields.Fields.Item("***").Value
                    Dim oJE As SAPbobsCOM.JournalEntries = oCompany.GetBusinessObject(SAPbobsCOM.BoObjectTypes.oJournalEntries)
                    'Retrieve the JE for the document
                    oJE.GetByKey(CInt(oInvoice.JournalMemo))
                    Dim succeeded = True
                    'add you code to copy the UDF from document into JE
                    If succeeded Then
                        'update the production tree succesfully,
                        oCompany.EndTransaction(SAPbobsCOM.BoWfTransOpt.wf_Commit)
                    Else
                        oCompany.EndTransaction(SAPbobsCOM.BoWfTransOpt.wf_RollBack)
                    End If
                End If
            End If
        End If
    End Sub
Regards, Yatsea

Extracting info from HTML documents

My program returns the HTML of any web page entered by the user. The HTML documents that are returned all contain pricing infomration that I want to extract. Any idea of the best way to search an HTML document for specific infomration I require. Seems like a huge task to split it all into tokens and searching for � sign!!!!!

This a nightmare of a problem........... the html
files that I am retrieving are huge. All I need from
them are a couple of lines of information. How do I
find the specific infomration I need???Load the entire file, search for it. You find the information in the same way like you'd do when ouy look for it in the file's source code.
Is it possible from a java program to open the HTML
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Insert Fields From INSPECTOR DOCUMENT INFO into Pages Document

I was able to do this since the DOS version of MS Word and would be rather surprised if there is no way to do it in Pages. Is there a way to insert "Document Info" about the present document into the present document?
Am trying to work up my own template for manuscripts. I use the Document Info dialog and would like to have information like Author and Title dropped into the document via a field like can be done with Page Numbers.

Bingo.
I built a script inserting the infos extracted from the Infos dialog.
--[SCRIPT insertdocumentinfos]
Enregistrer le script en tant que Script ou Application : insertdocumentinfos.xxx
déplacer le fichier ainsi créé dans le dossier
<VolumeDeDémarrage>:Utilisateurs:<votreCompte>:Bibliothèque:Scripts:Applications:Pages:
Il vous faudra peut-être créer le dossier Pages et peut-être même le dossier Applications.
Définir dans un document Pages le point d’insertion des infos sur le document.
Aller au menu Scripts , choisir Pages puis choisir “insertdocumentinfos”
Le script extrait les infos de l’inspecteur Document > Infos et les insère dans le document.
--=====
L’aide du Finder explique:
L’Utilitaire AppleScript permet d’activer le Menu des scripts :
Ouvrez l’Utilitaire AppleScript situé dans le dossier Applications/AppleScript.
Cochez la case “Afficher le menu des scripts dans la barre de menus”.
Sous 10.6.x,
aller dans le panneau “Général” du dialogue Préférences de l’Éditeur Applescript
puis cocher la case “Afficher le menu des scripts dans la barre des menus”.
--=====
Save the script as a Script or an Application : insertdocumentinfos.xxx
Move the newly created file into the folder:
<startup Volume>:Users:<yourAccount>:Library:Scripts:Applications:Pages:
Maybe you would have to create the folder Pages and even the folder Applications by yourself.
Define, in a Pages document, the insertion point for the document's infos.
Go to the Scripts Menu, choose Pages, then choose “insertdocumentinfos”
The script extract the infos from IOnspector > Document > Infos and insert them in the document.
--=====
The Finder’s Help explains:
To make the Script menu appear:
Open the AppleScript utility located in Applications/AppleScript.
Select the “Show Script Menu in menu bar” checkbox.
Under 10.6.x,
go to the General panel of AppleScript Editor’s Preferences dialog box
and check the “Show Script menu in menu bar” option.
--=====
Yvan KOENIG (VALLAURIS, France)
2011/03/09
--=====
property Document_loc : missing value
--=====
on run
run script doyourduty
end run
--=====
script doyourduty
local inspecteur_actif, mon_auteur, mon_titre, mesmotsclef, mes_commentaires, mes_infos, selection_originelle
my activateGUIscripting()
Grab the localized title of the Document's inspector *)
tell application "Pages" to set Document_loc to localized string "Document"
tell application "Pages" to tell document 1
-- set focus on the document
end tell
Grabs the title of the active inspector *)
set inspecteur_actif to my getactiveinspector()
if inspecteur_actif is {} then
No inspector open, trigger Show Inspector to open one *)
my selectMenu("Pages", 8, 15)
Grabs its title *)
set inspecteur_actif to my getactiveinspector()
end if
repeat
if inspecteur_actif contains Document_loc then
exit repeat
else
Open a new Inspector *)
my selectMenu("Pages", 8, 16)
Grabs its title *)
set inspecteur_actif to my getactiveinspector()
end if
end repeat
Now the Document Inspector is open, extract the infos
set {mon_auteur, mon_titre, mesmotsclef, mes_commentaires} to my get_infos()
set mes_infos to my recolle({mon_auteur, mon_titre, mesmotsclef, mes_commentaires}, tab)
Insert the infos at the selection point
tell application "Pages" to tell document 1
set selection_originelle to contents of the selection
set selection to (selection_originelle & mes_infos)
end tell
Clear the property because I dislike to store such item in the script *)
set Document_loc to missing value
end script
--=====
on recolle(l, d)
local oTIDs, t
set oTIDs to AppleScript's text item delimiters
set AppleScript's text item delimiters to d
set t to l as text
set AppleScript's text item delimiters to oTIDs
return t
end recolle
--=====
on activateGUIscripting()
(* to be sure than GUI scripting will be active *)
tell application "System Events"
if not (UI elements enabled) then set (UI elements enabled) to true
end tell
end activateGUIscripting
--=====
on getactiveinspector()
local the_inspector
tell application "Pages" to activate
tell application "System Events" to tell application process "Pages"
set the_inspector to title of every window whose subrole is "AXFloatingWindow"
end tell
return the_inspector
end getactiveinspector
--=====
on get_infos()
local l_auteur, le_titre, mots_clef, les_commentaires
tell application "Pages" to activate
tell application "System Events" to tell application process "Pages"
tell (first UI element whose role is "AXTabGroup") of first group of (first window where subrole is "AXFloatingWindow" and title is Document_loc)
tell (third UI element whose role is "AXRadioButton") to if value is 0 then click
set {l_auteur, le_titre, mots_clef, les_commentaires} to value of every text field
end tell
end tell
return {l_auteur, le_titre, mots_clef, les_commentaires}
end get_infos
--=====
my selectMenu("Pages",5, 12)
==== Uses GUIscripting ====
on selectMenu(theApp, mt, mi)
tell application theApp
activate
tell application "System Events" to tell process theApp to tell menu bar 1 to ¬
tell menu bar item mt to tell menu 1 to click menu item mi
end tell -- application theApp
end selectMenu
--=====
--[/SCRIPT]
Yvan KOENIG (VALLAURIS, France) mercredi 9 mars 2011 22:14:43

Attachement with any Marketing document

Dear All
Can we attached any external document with Sales Order or Purchase Order while sending for approval or is there any option to save any external doc with any Marketing doc in SBO.
Regards
Nabeel

Hi Deepak and Carin......
Ok Nabeel has created UDF for Attachment of an External Document and if now he has more than an attachment then rest where he will attach.
Will he keep on creating No. of UDFs for No. of attachments?
Or can he go to Activity directly from Marketing Document and can attach No. of Copies which happens in standard?.......
Please give your inputs....
Regards,
Rahul

Is there a link between the Journal tables and the Marketing Document tables?

Hi Everyone,
Is there a link back from the Journal Tables (e.g.: OJDT and / or JDT1) to the Marketing Documents tables (e.g.: OINV and / or INV1)?
If there is a link can you please let me know what it is?
Kind Regards,
David

David..
Try This
Select T1.RefDate,
Case
When T1.TransType=13 Then 'Invoice'
When T1.TransType=14 Then 'A/R Credit Memo'
When T1.TransType=15 Then 'Delivery Note'
When T1.TransType=16 Then 'Delivery Return'
When T1.TransType=162 Then 'Stock Revaluation'
When T1.TransType=18 Then 'Purchase Bill'
When T1.TransType=19 Then 'A/P Credit Memo'
When T1.TransType=20 Then 'GRPO'
When T1.TransType=202 Then 'Work Order'
When T1.TransType=21 Then 'Goods Return'
When T1.TransType=24 Then 'Incoming Payment'
When T1.TransType=30 Then 'Journal'
When T1.TransType=46 Then 'Outgoing Payment'
When T1.TransType=59 Then 'Goods Receipt'
When T1.TransType=60 Then 'Goods Issue'
When T1.TransType=67 Then 'Stock Transfer'
Else T1.TransType
End [TransType],
T1.TransId,
Case
-- Sales A/R
When T1.TransType = 13 Then (Select isnull(Comments, '') From OINV Where DocNum = T1.BaseRef and CardCode = T1.ShortName) -- Invoice
When T1.TransType = 14 Then (Select isnull(Comments, '') From ORIN Where DocNum = T1.BaseRef and CardCode = T1.ShortName) -- A/R Credit Memo
When T1.TransType = 15 Then (Select isnull(Comments, '') From ODLN Where DocNum = T1.BaseRef and CardCode = T1.ShortName) -- Delivery
When T1.TransType = 16 Then (Select isnull(Comments, '') From ORDN Where DocNum = T1.BaseRef and CardCode = T1.ShortName) -- Delivery Return
-- Purchase A/P
When T1.TransType = 18 Then (Select isnull(Comments, '') From OPCH Where DocNum = T1.BaseRef and CardCode = T1.ShortName) -- Purchase Bill
When T1.TransType = 19 Then (Select isnull(Comments, '') From ORPC Where DocNum = T1.BaseRef and CardCode = T1.ShortName) -- A/P Credit Memo
When T1.TransType = 20 Then (Select isnull(Comments, '') From OPDN Where DocNum = T1.BaseRef and CardCode = T1.ShortName) -- GRPO
When T1.TransType = 21 Then (Select isnull(Comments, '') From ORPD Where DocNum = T1.BaseRef and CardCode = T1.ShortName) -- Goods Return
-- Production
When T1.TransType = 202 Then (Select isnull(Comments,'') From OWOR Where DocNum = T1.BaseRef and PostDate = T1.RefDate) -- Work Order
-- Banking
When T1.TransType = 24 Then (Select isnull(Comments, '') From ORCT Where DocNum = T1.BaseRef and CardCode = T1.ShortName) -- Incoming Payment
When T1.TransType = 46 Then (Select isnull(Comments, '') From OVPM Where DocNum = T1.BaseRef and CardCode = T1.ShortName) -- Outgoing Payment
When T1.TransType = 30 Then (Select ISNULL(LineMemo, '') From JDT1 Where Ref1 = T1.Ref1 and ShortName = T1.ShortName) -- Journal
-- Inventory
When T1.TransType = 59 Then (Select ISNULL(Comments, '') From OIGE Where DocNum = T1.Ref1 and DocDate = T1.RefDate) -- Goods Receipt
When T1.TransType = 60 Then (Select ISNULL(Comments, '') From OIGN Where DocNum = T1.Ref1 and DocDate = T1.RefDate) -- Goods Issue
When T1.TransType = 67 Then (Select ISNULL(Comments, '') From OWTR Where DocNum = T1.Ref1 and DocDate = T1.RefDate) -- Stock Transfer
When T1.TransType = 162 Then (Select ISNULL(Comments, '') From OMRV Where DocNum = T1.Ref1 and DocDate = T1.RefDate) -- Stock Revaluation
Else ''
End [Remarks],
T1.LineMemo,
Case
When exists (Select AcctCode From OACT Where AcctCode = T1.ContraAct)
Then (Select AcctName From OACT Where AcctCode = T1.ContraAct)
else (Select CardName From OCRD Where CardCode = T1.ContraAct)
End [Account],
Case
When T1.Debit=0.0
Then 0.0
Else T1.Debit
End Debit,
Case
When T1.Credit=0.0
Then 0.0
Else T1.Credit
End Credit
From JDT1 T1
Where T1.TransType <> -3
And T1.RefDate Between @FromDate and @ToDate
And T1.ShortName = @Account
Order By T1.RefDate,
T1.TransId
Regards
Kennedy

Remove or Hiding Marketing Documents from SAP Business One.

Hi Everyone,
Is there any way by which a marketing document in SAP Business One can be deleted or be hidden. For example in a Sales A/R module the the client does not want to use or also view the AR downpayment request or AR down payment invoice as it is not required for his business. What is the way to hide or remove it from the user point also during authorization.
I am also seeing that when in the user autorization I am giving full authorization for e.g in Purchase A/P Module - Purchase Order and Good Reciept PO only and when logging in by that assigned user I am only seeing the Purchase Order and Good Reciept PO that's absolutely fine but when I am going in Form Settings and and selecting visible for all the modules then all the marketing documents are coming back which should not come. Is there any way to block the form settings in this moment and when using the tab apply authorization in forms settings the defined authorized documents are comming but if one again clicks on form settings and make all the marketing document visible then again all the marketing documents are comming back which I don't want.
Please let me know your valuable comments in this regard.
Thanks and Regards

Kawish,
<Font Color="Blue" Size=3> To Hide the module from the User Main Menu
</Font>
Login as that user and click Form settings and Uncheck Visible for the
Using Authorization > General > Document Settings (change this to No Authorization)
This would prevent the user access to Form Settings.
<Font Color="Blue" Size=3> To Disable access to a Module
</Font>
Use Administration > System Initialization > Authorizations > Additional authorization creator. chose a name and in the Form ID area add the Form number. ( you can get the form number when you open the module and from the View menu enable system information, you can see the Forum number on the Task Bar)
Suda

Is there a way to copy and paste info from an attachment on the ipad into a document or note?

I sent myself an email with an attachment to my iPad. I want to copy and paste the info from the attachment so I can have it accessible on the iPad either as a Note or a document. I've been able to copy the info but the Paste does not do anything. Anyone know a better way?

When you tap and hold down on the text selection that you want to copy - are you seeing the Copy Option pop up? if so, tap on the Copy button and it should turn blue when the text has been successfully copied. Then just go into Notes - tap on the + sign to create a new note - tap and hold down on the note page until the Paste option pops up. Then tap Paste and it should paste the text onto the sheet. It works the same way anywhere that you can enter text, a Pages document, a URL field in Safari - any place that you can enter text.
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Incoming payment from Sales Order marketing document

Hi
Without doubt, one of the most popular requests our clients make is to have the ability to receive money during the sales order process - in other words, without the need to open up a new marketing document (ie; down-payment or reserve invoice screen).

hai,
A is also fine. If the payment terms is applicable for both customer as well as vendor, then the system will block for payment and in FBL5N also system will show with block indicator A. Or
Try to block in same FBL5N, select particular document, goto environment in menupath select change document and block it and then save. Again run FBL5N check the block indicator.
There is no additional configuration is required apart from my first reply.
govind.
Message was edited by:
govindaraj s

Switch off auto-remark in marketing document

Greetings,
When we do a Copy To/Copy From from one document to another, SAP B1 will auto-remark the base document number in the remarks field (for example: Based On Sales Orders 10005). Can we switch this off?

Hi,
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Update form Marketing Document screens from one user to other

I know there is a query somewhere where I can set up all Marketing Document screens for a user then copy it to other users so their Marketing documents have the same look and I don't have to go through each user.
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Hi Rosi
A query would imply some sort of direct write to SAP tables and that is not wise. You could rather have a look at the DI API or DTW templates for updating user defaults. If I recall correctly it is called UserMenuService.
Kind regards
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Please guide me .
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Rajkumar Gupta

Hello
You must export a document into xml file, and import it to another company.
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Script to update UDF in document to journal entries

Hi,
Customer is using 2007A PL30. In SAP B1, there is only 2 global analysis codes(ie Project and Profit Center) but customer has more information to analyse. We add UDF in document row(eg UDF=Customer)but after adding such UDF did not automatically flow to journal entries.
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Thomas,
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Prevent marketing document entry if BP has past due invoices

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Thanks

Hello Friend,
May be SP_Notification is the best option but think about your user will fill all the invoice data including with batch info and UDF info now he will goto add then SAP show error that Customer have open balance ,means users have spend about 5 min every day for invoice.
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Marketing Documents Rows Item Details

Hi All,
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Regards,
Ken Seng

Hi Ken.....
You can use UDF for your purpose else if want want Item Details Field to be used for your purpose then you have to delete the remarks you set in Item Master's Remark Tab because by default sap brings these details from Item Master Remark.......
Regards,
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Remarks info from marketing document to journal

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