Territorywise Customer List and Balance

Hi All,
How I can check Territorywise customer list and customer balance??
Regards

Hi,
You can see Customer wise - Sales employee wise Balance but not Territorywise report.
Check Sales Analysis report in Sales Reports.
Try this query ....
SELECT T0.[CardCode], T0.[CardName],T1.[descript],T0.[Balance],T0.[OrdersBal],T0.[DNotesBal],T2.[slpName]
FROM OCRD T0 INNER JOIN OTER T1 ON T0.Territory = T1.territryID
INNER JOIN OSLP T2 ON T0.slpcode = T2.slpcode
Thanks
Sachin

Similar Messages

Integration between Custom list and task list

Is it advisable to provide solutions for the integration between custom list and tasks list in SharePoint?
I am working on a scenario where the data has to be segregated between multiple lists and there will be transactions among these lists using workflow. Some of the capabilities in Tasks list like due date notifications, calendar, tracking are needed
on the transaction. Since these lists are based out of different content types, is it advisable to choose these lists for solutions?
When we have to make few updates through workflow from custom list to tasks, will there be any problem in the transactions as it is two different content type?
Vijayaragavan, MCTS

Since SPLists and SharePoint workflows don't provide inherent
support for transactions, you have to handle rollback operations yourself.
The easiest way to simulate a transaction is to read in the state of any list item you are changing prior to executing an update, and then write that state back should you detect a failure. It's not a perfect solution, since a sufficiently severe error might
prevent your rollback updates as well. That's the price you pay for not having the data store support transactions.
That being said, while it's true many clients will ask for business critical data to be stored in SPLists, I would argue that it's your job to convince them that it's not a good idea, and that transactional databases accessed over webservices are a much safer
SP compatible way to store important data - from
stackoverflow
[custom.development]

SharePoint 2013 users only see custom list and document lists that they uniquely created

In my first SharePoint 2013 project, I want to create a view where users can only see their own files that they generated. I think I know how to create this view when the list is associated with the 'Documents; folder. However I have created several custom
lists where I can only see these items when I am on the navigation pane to the right and the unique custom lists are listed under 'recent'.
Let me know if you can answer any of the following questions:
1. When on the main SharePoint website, can lists be displayed in other locations than what I just listed? If so, where would I see these other lists?
2. I would like to include the custom lists that are located in the 'recent' navigation pane as a view that only I can use. This would be based upon userid. If this is possible, how would you combine the lists lists in the same view? If this is not possible,
how would you set a view just for the lists listed under the 'recent' section?
3. The content approval solution under versioning settings of a library to restrict the documents to only ones that the user created (and also Approver rights). Then if they create a new view they still won't see the documents that were not created by
them. What about custom lists that are not in the documents area but are in the 'recent' area? Would this restrict users to see only items that they created?
4. Item level Permissions in advance settings solve this problem for the list in the document area and the custom list in the recent area? If so, how would you setup these values?

As it turns out the, setting Item-Level Permissions in a library is fully supported with PowerShell!
The PowerShell commands for changing this are very simple:
$web = Get-SPWeb http://YourSite/
$list = $web.Lists[“Your Document Library Name”]
$list.ReadSecurity = 2
$list.Update()
$web.Dispose()
Note the 3rd line which is where you determine the value for this setting using the following values:
1 = “Read all items”
2 = “Read items that were created by the user”
If you wish to modify the values for Create and Edit access instead, replace .ReadSecurity with .WriteSecurity with
the following values:
1 = “Create and edit All items”
2 = “Create items and edit items that were created by the user”
4 = “None”
For example:
$web = Get-SPWeb http://YourSite/
$list = $web.Lists[“Your Document Library Name”]
$list.WriteSecurity = 2
$list.Update()
$web.Dispose()
Please 'propose as answer' if it helped you, also 'vote helpful' if you like this reply.

Display One time customer list and its transactions

Dear,
When we use one time customer in sales order and invoice, we'll get an additional pop up window where we can input name and address of the one time customer.
Where can i get the table they get stored?
If i want to see the one time customer report as well as customer report in fbl5n, what t-code that i can use?
Thank you

Dear,
I can see the one time customer list (added from additional pop up window) in BSEC...:)
What do u mean with this statement :"Here you can add table BSEC and field XCPDK(One-time account), once you add this field in the table, the field will be displayed in the change layout option of FBL3N"
Does it mean that i have to add "a field" in "the change layout option" when i run the transaction of FBL5N or FBL3N?
What field is that? because i didn't find any field of "one time customer as displayed in BSEC" in "the change layout option".
Thank you...:)

SharePoint2010 Custom List and Attchments

I have created Custom List with few columns namely:
Title Description HrefLink
And optionally upload the Attachments to the list item. My scenario is as following, fetch the data from the list and print the data in list with hyperlink. Here, for hyperlink I should attach the any attachment is there for an item else pull the HrefLink
field value.
Here my question is how to find the attachment is exist to the List item and how can I pull the path of attachment and print it?

I have achived the fetching the items from following logic:
SPSecurity.RunWithElevatedPrivileges(delegate()
using (SPSite currentSite = new SPSite(siteUrl))
using (SPWeb currentWeb = currentSite.OpenWeb())
/*Footer - Hotspot Links */
//Define string builder to attach the fetched content
StringBuilder strFooterHotspotLinks = new StringBuilder();
SPList lstFooterHotspotLinks = currentWeb.Lists["Footer Hotspot Links"];
//Difine list query
SPQuery spQryFooterHotspotLinks = new SPQuery();
spQryFooterHotspotLinks.Query = "<OrderBy><FieldRef Name='Hotspot_x0020_Order' Ascending='True' /></OrderBy>";
spQryFooterHotspotLinks.RowLimit = 5;
SPListItemCollection lstItmFooterHotspotLinks = lstFooterHotspotLinks.GetItems(spQryFooterHotspotLinks);
int lnkCount = 1;
if (lstItmFooterHotspotLinks.Count > 0)
foreach (SPListItem itmFooterHotspotLinks in lstItmFooterHotspotLinks)
String qlAttachmentAbsUrl = itmFooterHotspotLinks.Attachments.UrlPrefix; //gets the containing directory URl
SPAttachmentCollection qlAttachments = itmFooterHotspotLinks.Attachments; //check the attachment exists or not for list item
//If list attachmetns are existing
if (qlAttachments.Count > 0)
//Loop the list to find the attachments exist ot not and attach to the link
foreach (String qlAttachmentName in qlAttachments)
strFooterHotspotLinks.Append("<li><a href='" + qlAttachmentAbsUrl + qlAttachmentName + "'><span class='icn-" + lnkCount + "'></span>" + itmFooterHotspotLinks["Hotspot Title"] + "</a></li>");
lnkCount++;
else
strFooterHotspotLinks.Append("<li><a href='" + itmFooterHotspotLinks["Hotspot Link"] + "'><span class='icn-" + lnkCount + "'></span>" + itmFooterHotspotLinks["Hotspot Title"] + "</a></li>");
lnkCount++;
And printed to literal value..

Sharepoint Forms and Custom Lists and Workflows using Sharepoint Designer

I created a Custom SharePoint List with a custom work flow. Basically the list does the following:
Group A initiates the list, fills in all the information
Group A will check a box based on a Y/N question, the driver of the work flow is if the Y/N question is answered with an Y, then Group B will get a task assigned and an email notification will go to Group B to continue the work flow.
Group B will fill out information and check Y/N question, if answer is returned Y it will go to Group C via the same method as above.
What I need is as the form goes from one group to the next how can I make sure that Group C doesn't see the responses from Group B? How do I write this into the workflow?

I think now I can add screen shots to explain what I need to do better.
I created a custom sharepoint list. Users click on Add new Item and Group A will answer generic questions until they get to Continue to Dispute to IQ (Yes/no) Checkbox. If they answer Yes, the workflow will start and create a task for Group B
(IQ Group). Group B will answer 4 questions (IQ Responses, IQ Notes, IQ Name and Date). Group B will check Yes or No to Continue Dispute to QA (Group C).
See Screen shot.
What we would like for the workflow to do is based on the Yes or No check boxes (Continue to IQ or QA). If Yes is checked then the workflow will generate a task in the task list. We don't want Group B and C to see each other's responses. I set up a workflow
using impersonate steps, but am not sure if this is correct. Can you look at the workflow steps below and let me know if this is right?

Create Custom List, store information and display the information on web part

Hi,
Working on a Custom visual web part in sharepoint 2010. Scenario is i would like to have two button on that web part, one is "I read it " button for users to tag the page and another one is "find the list of people who already tag/read that
page". i have added a visual web part into my project and two buttons event within it. Now goal is once user click on "I read it button" it will create custom list to store urls and usersname. When click on "Find the list of people"
get the username only for that specific page whoever read/tag it.
1. How can i create the custom list to store all users information
2. Retrieve the information from Custom List and Display the list of people based on specific page url who ever read/tag that page.
Any help will be greatly appreciated!

Appreciated for your help!
List has four columns Title, Hyperlink, Created by, and created. i just wanted to display Users and hyperlink column. i tried to retrieve the items from list but query is not returning any items and displaying. As you said in CAML query we can pass the page
url to get the collection of user for that particular page. but is not something will be hard coded value, if we pass the page url into CAML query? is there something we can dynamically retrieve the users based on page url. for example, if users visits
30 different page url, i need to put all those urls into CAML Query. do i need to create custom user field or i can use Created by field to get the users? please correct me if i am wrong. Below is the code:
using System;
using System.Web.UI;
using System.Web.UI.WebControls;
using System.Web.UI.WebControls.WebParts;
using Microsoft.SharePoint;
using Microsoft.SharePoint.WebControls;
using System.Data;
namespace CustomUserControl.VisualWebPart1
public partial class VisualWebPart1UserControl : UserControl
protected void Page_Load(object sender, EventArgs e)
protected void btnRead_Click(object sender, EventArgs e)
using (SPSite site = new SPSite(SPContext.Current.Web.Site.ID))
using (SPWeb web = site.OpenWeb())
web.AllowUnsafeUpdates = true;
SPList list = web.Lists["UserInformation"];
SPListItem newItem = list.Items.Add();
SPFieldUrlValue hyper = new SPFieldUrlValue();
//hyper.Description = "Google";
hyper.Url = System.Web.HttpContext.Current.Request.Url.AbsoluteUri.ToString();
newItem["Hyperlink"] = hyper;
newItem.Update();
web.AllowUnsafeUpdates = false;
protected void btnDisplay_Click(object sender, EventArgs e)
SPWeb web = SPContext.Current.Web;
SPList list = web.Lists["UserInformation"];
SPQuery query = new SPQuery ();
query.Query = "<Where><Eq><FieldRef Name='Hyperlink' Type='URL' /><Value>http://nyc01d1sptmp01:8080/diligent/wiki/cft/Pages/home.aspx</Value></Eq></Where>";
DataGrid grdList = new DataGrid();
SPListItemCollection items = list.GetItems(query);
DataTable table;
table = new DataTable();
table.Columns.Add("Title", typeof(string));
table.Columns.Add("Hyperlink", typeof(string));
table.Columns.Add("Created by", typeof(string));
DataRow row;
foreach (SPListItem result in items)
row = table.Rows.Add();
row["Title"] = result.Title;
row["Hyperlink"] = result.Name;
SPFieldUser userField = (SPFieldUser)result.Fields.GetField("Users");
SPFieldUserValue userFieldValue = (SPFieldUserValue)userField.GetFieldValue(result["Users"].ToString());
SPUser user = userFieldValue.User;
string name = user.LoginName;
row["Created by"] = name;
grdList.DataSource = table.DefaultView;
grdList.DataBind();

Date and Time column in custom lists - is default time possible?

I've created a custom list and included a column using the Date and Time field. I have this set up to default to "Today's Date." But, is there any way to also have this default to today's time? While the date will default, the time must be manually
selected using dropdown boxes.
We want this field to default to the date and time but also allow users to change the date and time if necessary. This is why we're using this instead of the "Created by" field, which is not editable.
Has anyone found a solution to this?
Thanks!

Set calculated option for default value, and set =NOW():
[custom.development]

How to get distinct values from a list and display in a ListView webpart.

Hi,
I have a requirement in which I need to pull unique/distinct values from a custom list and then display it via a listview webpart. Can any one suggest how this can be done.
If possible please share the CAMEL query to fetch distinct values from a custom list.
Thanks,
Ankit

Hi Ankit,
Is there any particular reason that the values need to be shown in a list view web part? Are you going to use that web part for filtering via web part connections?
I ask because the enterprise site collection features include the SharePoint List Filter web part, which may accomplish what you're looking for.
If you just need to display the values in a grid view, you might have more luck with the JavaScript Client Object Model. Try putting the following in a text file:
<style>
.CustomTableClass{display:table;table-layout:fixed}
.CustomRowClass{display:table-row;}
</style>
<div id="distinct_values_div" class="CustomTableClass">
<img src="/_layouts/loading.gif" />
</div>
<script language="JavaScript" type="text/JavaScript">
var siteUrl = '/sitecollection/web'; //use the actual subsite URL here
var listName = 'mylist'; // use the actual list name here
var field = "Title" // use the actual field you want to display here
var divToUpdate = document.getElementById("distinct_values_div");
var rowClass = "CustomRowClass";
ExecuteOrDelayUntilScriptLoaded(function(){
var clientContext = new SP.ClientContext(siteUrl);
var web = clientContext.get_web();
var lists = web.get_lists();
var list = lists.getByTitle(listName);
var camlQuery = new SP.CamlQuery();
camlQuery.set_viewXml('<View><Query></Query><RowLimit>500</RowLimit></View>');
this.collListItem = list.getItems(camlQuery);
clientContext.load(collListItem,"Include ("+field+")");
clientContext.executeQueryAsync(
Function.createDelegate(this, this.onQuerySucceeded),
Function.createDelegate(this, this.onQueryFailed));
},"sp.js");
function onQueryFailed(sender, args){
divToUpdate.innerHTML = 'Unable to retrieve values: '+args.get_message());
function onQuerySucceeded(sender, args){
var allValues = [];
var listItemEnumerator = collListItem.getEnumerator();
divToUpdate.innerHTML = "";
while(listItemEnumerator.moveNext()){
var listItem = listItemEnumerator.get_current();
if(!containsString(allValues,listItem.get_item(field)){
var value = listItem.get_item(field);
allValues.push(value);
var newDiv = document.createElement("div");
newDiv.className = rowClass;
newDiv.innerHTML = value;
divToUpdate.appendChild(newDiv);
function containsString(strArray, text){
var contains = false;
for (var i=0; i<strArray.length; i++){
if(strArray[i]==text){contains = true; break;}
return contains;
</script>
Upload the text file to a library on the site, then add a content editor web part to a page where you want the distinct values to appear. In the content editor web part's properties, edit the Content Link so that it links directly to the text file. This
will cause the JavaScript to run on the page.

SharePoint 2013 witing code to work with a custom list

I am asking this question since I am new to working with SharePoint 2013, but I have programming experience working with C#.net and VB.NET.
I have a workflow 2013 that is accessed by a custom list (and updated by Infopath 2013). Once a user has submitted the custom list to the workflow 2013, there will be the 'proper' authorized person in the company that will approve or reject the request.
Once the user has submitted the request, I do not want them to be able to update the list any more. I want the user to only have 'view' access.
In workflow 2010, I see that there is the impersonate step that would change the permisisons for me. However I would prefer not to use an older version of the workflow.
Thus can you show me and/or point me to links that will do the following:
1. What .net code could I use that will change the permissions on the custom list I mentioned above. The code can be in either C#.net or VB.net?
2. If I am able to use the .net code, would you show me how to 'wire together' the .net code with the 2013 workflow? I do know that I would use Visual Studio.net 2012 to write the code. Would you explain, draw a picture, and/or point me to a url that will explain
to me where to place the .net code so it is connected to the workflow 2013?

I am going have a large volume of users (about 300 to 500) from my company creating these requests. So you are saying that I should create a subfolder of each request.
Thus I have the following additional questions:
1. If I move the requests to subfolders, how will the users be able to able to find their requests when placed into a different subfolder? I have views setup for the users, would I adjust the view for each user? Can you show me in workflow how to move
the requests to another subfolder?
2. It sounds like a need a subfolder for each request is that correct? If not, do I move all requests to one subfolder?
3. Would you show me how you recommend that I change the permissions on the subfolder(s)?

How to Retreive data from custom list on specify conditions?

Hi All,
I have custom list.And the custom list data contains 100 rows of data.
my requirement is how to retrieve custom list data from specific condition like 20-30,50-70.
Assume that i want to fetch 20 record to 30th record.
How to use the caml query for the above situation.
Please assist me.
Rama

Hi
Thanks for posting your issue, Kindly browse the below mentioned URL to find related the CAML query example
http://karinebosch.wordpress.com/2012/02/03/caml-and-the-client-object-model/
I hope this is helpful to you, mark it as Helpful.
If this works, Please mark it as Answered.
Regards,
Dharmendra Singh (MCPD-EA | MCTS)
Blog : http://sharepoint-community.net/profile/DharmendraSingh

WorkFlow Issues: Appending (not replace) Attendee Field in Calendar List and Email Variables (including .ICS file link)

Kind of new to attempting any custom development in SharePoint. Working with 2013 and have the 2013 Workflow Farm setup/working. I am trying to have a calendar that users can register to appointments via custom list. I
have the list that pulls the title into its own "Event" field as a lookup. Also have a workflow on the calendar that adds the current user as an attendee and made that field "not required". I'm trying to accomplish this:
1) Have the Custom List update the Calendar list attendee field with the username. Currently it wipes out what is there and replaces with the "Created By" name. Tried to set a variable that would put the current attendees in a string
and just add the current user, then use that variable to update the attendee field. No luck. Ultimately if I can understand this enough and get fancy enough, I'd setup a workflow that can have someone delete their own registration item in
the custom list and remove only their own name from Attendees...
2) Have a workflow kick off an email that sends the registrant the calendar details. Have tried to pipe in variables to get the ICS file (some variation of this )
If I put the List ID in brackets I get an error about having that and variables in the same code for an email workflow. In any event I can't really get the email workflow to give any kind of nice piped in values the best looked like this and had
the wrong date: You registered for {"results":[{"Id":22,"Value":"Test Event 8"}]} on 1/1/0001 12:00:00 AM

Hi Jason,
seems your requirement a bit complex, we forum team may have limited resource regarding this issue.
you may consider to use infopath for example from this 3rd party article:
http://www.bizsupportonline.net/infopath2007/programmatically-add-item-sharepoint-calendar-infopath.htm
or for general example:
http://office.microsoft.com/en-001/infopath-help/customize-a-sharepoint-list-form-HA101821257.aspx
the article is to add an item to your calendar list, so then you may need to do wipe or other procedures, by infopath you may add the data as
you need.
if should infopath feature may not be possible to use in your environment, i may need to suggest you to open an advisory case to us, by contacting our representative,
https://support.microsoft.com/
Regards,
Aries
Microsoft Online Community Support
Please remember to click “Mark as Answer” on the post that helps you, and to click “Unmark as Answer” if a marked post does not actually answer your question. This can be beneficial to other community members reading the thread.

Appropriate permissions for the custom list

Hi,
Recently
I have taken up SharePoint 2013 exam and I got bit confused for one of the question i.e.
Case Study: Consolidated Messenger
You are the lead architect developer and web administrator of SharePoint 2013 for your company.
Consolidated Messenger is a national company with hundreds of franchises
Consolidated Messenger sells franchises to franchisees. Franchisees have three user types
User and its Role
Franchise Manager- Response for managing the franchise
Franchise Employee- Responsible for managing accounts and setting pick-up and drop-off locations for couriers
Courier- Responsible for picking up and dropping off packages
You need to set appropriate permissions for the franchise employees
customer list and customer sub site access. What should you do?
A) Add franchise employees to the Members group in the CorporateSiteCollection site collection.
Break inheritance at the
franchisee sub site level.
Create a custom role definition at the
franchisee sub site level.
Add franchise employees to the custom role.
B)
Create a custom role definition in the CorporateSiteCollection site collection with the limited access to the customers list.
Add franchise employees to the custom role at the CorporateSiteCollection site collection
Break inheritance at the
sub site level.
Add franchise owners to the Owners group
at the
sub site level.
C)
Create a custom role definition in the CorporateSiteCollection site collection with the limited access to the customers list.
Add franchise employees to the custom role.
Add full inheritance of the role definition and permissions at the site level
D) Add franchise employees to the Visitors group in the CorporateSiteCollection site collection.
Break inheritance at the
franchisee sub site level.
Create a custom role definition at the
sub site level with Full Control permissions.
Add franchise employees to the custom role.
I feel that both options B and C are applicable but I couldn’t come to conclusion.
Please
share your opinion the same.
Regards,
Sudheer
Thanks & Regards, Sudheer

@Naga, As per non disclosure agreement that you have signed / agreed with Microsoft, I think you should not share confidential exam questions or answers. That would amount to violation of NDA.
Hope this helps!
MCITP: SharePoint 2010 Administrator
MCTS - MOSS 2007 Configuring, .NET 2.0
| SharePoint Architect | Evangelist |
http://www.sharepointdeveloper.in/
http://ramakrishnaraja.blogspot.com/

Cannot remove description field after adding to the Custom List

Hello,
Applies To: SharePoint 2013
Problem: We created a Custom List and added a Description column from "Add from existing site columns" link. Now we need to remove it and it seems to have been sealed. We are not able to delete it.
There is no remove/delete link/button when we click on the field. Moreover in the Content Type it only shows Required, Optional, Hidden.
Requirement: Need to remove this field from the Custom List. Incidentally we added two of the description fields. We need to remove both of them without deleting the list itself.
Thank you and
Regards
Tanzim Akhtar
Tanzim Akhtar

Hi Tanzim,
Try the following code. I tested it and it should work for you.
Add-PSSnapIn Microsoft.SharePoint.Powershell
$web = Get-SPWeb "Web URL"
$list = $web.Lists["List Name"]
$field = $list.Fields["Description"]
$field.AllowDeletion = $true
$field.Sealed = $false
$field.Delete()
$list.Update()
Remove-PSSnapIn Microsoft.SharePoint.Powershell
Narahari
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As Answer" on that post and/or "Vote
as Helpful*******

Infopath to design WYSIWYG Custom List Views on 2013

We are migrating to SPO 2013. Playing with InfoPath 2013.
I know it's dieing, but InfoPath has always frustrated me. Some much potential yet so out of touch with what users seem to need IMO. Far from user friendly enough to let users maintain their own forms too IMO.
But really my biggest gripe with SharePoint in general is that it misses the mark with Custom lists and Views.
Why doesn't SharePoint and/or InfoPath address the need for more flexibility and Design options in the Custom List View. My users are constantly looking to build View pages that to reflect paper forms they use to have.  They always seem to
have to settle for the way the list view looks.  InfoPath does not seem to address Read Only Views of List Data ??
- No List Mode (View vs Edit)
- No Label control
- Field Names do not display unless you hover over the control.
- No WYSIWYG drag and drop designer - only grid cells.
- No easy or clear way to get URL Query string values
- No way to build complex expression fields, say I want to build a URL Link using some list field data and the ID from the URL query string on the form? Possible?
- Better/easier way to join and bind in multiple Lists and multiple data sources?
One other challenge we have is that SSRS can't be integrated into SPO and is being dropped from Azure. The SSRS designer is leaps and bounds better than InfoPaths IMO.
Considering SPO 2013, might there be another product or IDE coming in (maybe FoSL) that will address all of these? How about Visio, Excel, PDF
Thank You.

Thank You for your response.
A little of both :)   ... But am very interested in hearing about practical development options. But the catch is that we are waiting to see if something shows up that will enable users to build these views without development.
I have been seeing new Apps show up on the o365 store that look promising, but none of them are quite there yet IMO ... like Ninetex forms, Lightning Data Viewer, BlackCompass Data Viewer, List Designer, OData query Builder. We've
actually demoed every single one of them.
We have also been playing with oData Connections from Excel and Visio web Access Web parts. We can't get Data connections to refresh from Excel apparently unless we buy Power BI and we are still trying to figure out Visio on SPO.
I know we can create a SharePoint 2013 App that binds in SPO List data and use .NET controls to arrange them on a page. But that would put a developer and a deployment process in front of that View. We can also use SSRS and create a one row report
- but SPO does not support integrated SSRS and we would have to authenticate  on-Prem SSRS against ADFS which we have not yet configured here.

Territorywise Customer List and Balance

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